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darwin: encrypt nix volume if filevault is enabled #4289

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209 changes: 40 additions & 169 deletions doc/manual/src/installation/installing-binary.md
Original file line number Diff line number Diff line change
@@ -1,18 +1,26 @@
# Installing a Binary Distribution

If you are using Linux or macOS versions up to 10.14 (Mojave), the
easiest way to install Nix is to run the following command:
The easiest way to install Nix is to run the following command:

```console
$ sh <(curl -L https://nixos.org/nix/install)
```

If you're using macOS 10.15 (Catalina) or newer, consult [the macOS
installation instructions](#macos-installation) before installing.
This will run the installer interactively (causing it to explain what
it is doing more explicitly), and perform the default "type" of install
for your platform:
- single-user on Linux
- multi-user on macOS

As of Nix 2.1.0, the Nix installer will always default to creating a
single-user installation, however opting in to the multi-user
installation is highly recommended.
> **Notes on read-only filesystem root in macOS 10.15 Catalina +**
>
> - It took some time to support this cleanly. You may see posts,
> examples, and tutorials using obsolete workarounds.
> - Supporting it cleanly made macOS installs too complex to qualify
> as single-user, so this type is no longer supported on macOS.

We recommend the multi-user install if it supports your platform and
you can authenticate with `sudo`.

# Single User Installation

Expand Down Expand Up @@ -50,9 +58,9 @@ $ rm -rf /nix
The multi-user Nix installation creates system users, and a system
service for the Nix daemon.

- Linux running systemd, with SELinux disabled

- macOS
**Supported Systems**
- Linux running systemd, with SELinux disabled
- macOS

You can instruct the installer to perform a multi-user installation on
your system:
Expand Down Expand Up @@ -96,165 +104,28 @@ sudo rm /Library/LaunchDaemons/org.nixos.nix-daemon.plist
There may also be references to Nix in `/etc/profile`, `/etc/bashrc`,
and `/etc/zshrc` which you may remove.

# macOS Installation

Starting with macOS 10.15 (Catalina), the root filesystem is read-only.
This means `/nix` can no longer live on your system volume, and that
you'll need a workaround to install Nix.

The recommended approach, which creates an unencrypted APFS volume for
your Nix store and a "synthetic" empty directory to mount it over at
`/nix`, is least likely to impair Nix or your system.

> **Note**
>
> With all separate-volume approaches, it's possible something on your
> system (particularly daemons/services and restored apps) may need
> access to your Nix store before the volume is mounted. Adding
> additional encryption makes this more likely.

If you're using a recent Mac with a [T2
chip](https://www.apple.com/euro/mac/shared/docs/Apple_T2_Security_Chip_Overview.pdf),
your drive will still be encrypted at rest (in which case "unencrypted"
is a bit of a misnomer). To use this approach, just install Nix with:

```console
$ sh <(curl -L https://nixos.org/nix/install) --darwin-use-unencrypted-nix-store-volume
```

If you don't like the sound of this, you'll want to weigh the other
approaches and tradeoffs detailed in this section.

> **Note**
>
> All of the known workarounds have drawbacks, but we hope better
> solutions will be available in the future. Some that we have our eye
> on are:
>
> 1. A true firmlink would enable the Nix store to live on the primary
> data volume without the build problems caused by the symlink
> approach. End users cannot currently create true firmlinks.
>
> 2. If the Nix store volume shared FileVault encryption with the
> primary data volume (probably by using the same volume group and
> role), FileVault encryption could be easily supported by the
> installer without requiring manual setup by each user.

## Change the Nix store path prefix

Changing the default prefix for the Nix store is a simple approach which
enables you to leave it on your root volume, where it can take full
advantage of FileVault encryption if enabled. Unfortunately, this
approach also opts your device out of some benefits that are enabled by
using the same prefix across systems:

- Your system won't be able to take advantage of the binary cache
(unless someone is able to stand up and support duplicate caching
infrastructure), which means you'll spend more time waiting for
builds.

- It's harder to build and deploy packages to Linux systems.

It would also possible (and often requested) to just apply this change
ecosystem-wide, but it's an intrusive process that has side effects we
want to avoid for now.

## Use a separate encrypted volume

If you like, you can also add encryption to the recommended approach
taken by the installer. You can do this by pre-creating an encrypted
volume before you run the installer--or you can run the installer and
encrypt the volume it creates later.

In either case, adding encryption to a second volume isn't quite as
simple as enabling FileVault for your boot volume. Before you dive in,
there are a few things to weigh:

1. The additional volume won't be encrypted with your existing
FileVault key, so you'll need another mechanism to decrypt the
volume.

2. You can store the password in Keychain to automatically decrypt the
volume on boot--but it'll have to wait on Keychain and may not mount
before your GUI apps restore. If any of your launchd agents or apps
depend on Nix-installed software (for example, if you use a
Nix-installed login shell), the restore may fail or break.

On a case-by-case basis, you may be able to work around this problem
by using `wait4path` to block execution until your executable is
available.

It's also possible to decrypt and mount the volume earlier with a
login hook--but this mechanism appears to be deprecated and its
future is unclear.

3. You can hard-code the password in the clear, so that your store
volume can be decrypted before Keychain is available.

If you are comfortable navigating these tradeoffs, you can encrypt the
volume with something along the lines of:

```console
$ diskutil apfs enableFileVault /nix -user disk
```

## Symlink the Nix store to a custom location

Another simple approach is using `/etc/synthetic.conf` to symlink the
Nix store to the data volume. This option also enables your store to
share any configured FileVault encryption. Unfortunately, builds that
resolve the symlink may leak the canonical path or even fail.

Because of these downsides, we can't recommend this approach.

## Notes on the recommended approach

This section goes into a little more detail on the recommended approach.
You don't need to understand it to run the installer, but it can serve
as a helpful reference if you run into trouble.

1. In order to compose user-writable locations into the new read-only
system root, Apple introduced a new concept called `firmlinks`,
which it describes as a "bi-directional wormhole" between two
filesystems. You can see the current firmlinks in
`/usr/share/firmlinks`. Unfortunately, firmlinks aren't (currently?)
user-configurable.

For special cases like NFS mount points or package manager roots,
[synthetic.conf(5)](https://developer.apple.com/library/archive/documentation/System/Conceptual/ManPages_iPhoneOS/man5/synthetic.conf.5.html)
supports limited user-controlled file-creation (of symlinks, and
synthetic empty directories) at `/`. To create a synthetic empty
directory for mounting at `/nix`, add the following line to
`/etc/synthetic.conf` (create it if necessary):

nix

2. This configuration is applied at boot time, but you can use
`apfs.util` to trigger creation (not deletion) of new entries
without a reboot:

```console
$ /System/Library/Filesystems/apfs.fs/Contents/Resources/apfs.util -B
```

3. Create the new APFS volume with diskutil:

```console
$ sudo diskutil apfs addVolume diskX APFS 'Nix Store' -mountpoint /nix
```

4. Using `vifs`, add the new mount to `/etc/fstab`. If it doesn't
already have other entries, it should look something like:

#
# Warning - this file should only be modified with vifs(8)
#
# Failure to do so is unsupported and may be destructive.
#
LABEL=Nix\040Store /nix apfs rw,nobrowse

The nobrowse setting will keep Spotlight from indexing this volume,
and keep it from showing up on your desktop.
# macOS Installation <a name="sect-macos-installation-change-store-prefix"></a><a name="sect-macos-installation-encrypted-volume"></a><a name="sect-macos-installation-symlink"></a><a name="sect-macos-installation-recommended-notes"></a>
<!-- Note: anchors above to catch permalinks to old explanations -->

We believe we have ironed out how to cleanly support the read-only root
on modern macOS. New installs will do this automatically, and you can
also re-run a new installer to convert your existing setup.

This section previously detailed the situation, options, and trade-offs,
but it now only outlines what the installer does. You don't need to know
this to run the installer, but it may help if you run into trouble:

- create a new APFS volume for your Nix store
- update `/etc/synthetic.conf` to direct macOS to create a "synthetic"
empty root directory to mount your volume
- specify mount options for the volume in `/etc/fstab`
- if you have FileVault enabled
- generate an encryption password
- put it in your system Keychain
- use it to encrypt the volume
- create a system LaunchDaemon to mount this volume early enough in the
boot process to avoid problems loading or restoring any programs that
need access to your Nix store

# Installing a pinned Nix version from a URL

Expand Down
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