AWS 073: Attach, format, mount, persist, snapshot, and restore an EBS volume
The problem
A team uses Attach, format, mount, persist, snapshot, and restore an EBS volume as a label or Console setting without proving the identity, scope, behavior, failure boundary, cost, or operational result. The configuration appears complete but the real requirement remains untested.
Final outcome
The learner will inspect, explain, test, and document Attach, format, mount, persist, snapshot, and restore an EBS volume. The submission must connect the Console and CLI view to the same AWS control, state what the evidence proves, diagnose one likely failure, and make a requirement-based architecture decision.
Learning outcomes
You will be able to:
- explain lab volume;
- explain attachment;
- explain filesystem safety;
- explain persistence;
- explain snapshot and restore;
- distinguish successful configuration from successful workload behavior;
- preserve redacted evidence and complete the stated cleanup or retention decision.
Mental model
requirement
-> identity and permission
-> account, Region, and resource scope
-> configuration or request
-> observable state
-> workload result
-> failure evidence
-> cleanup or controlled retention
Never begin with a create button or a copied command. Start with the result that must be proven and the boundary that must remain protected.
Core facts
| Concept | What it means in practice |
|---|---|
| Lab volume | Create one encrypted 4 GiB gp3 data volume in the exact Availability Zone of nw-p04-web-1. |
| Attachment | EBS volumes attach only to supported instances in the same Availability Zone. The device name in EC2 can differ from the NVMe name inside modern Linux. |
| Filesystem safety | Inspect with lsblk and file before formatting. Never run mkfs on a device that already contains required data. |
| Persistence | Mount by filesystem UUID in /etc/fstab with the _netdev and nofail choices reviewed for the workload, then test the configuration before reboot. |
| Snapshot and restore | Write a marker, flush, create and wait for a snapshot, restore a new volume in the instance AZ, attach, mount read-only first, and verify the marker. |
| Cleanup | Unmount, remove the temporary fstab entry, detach and delete both data volumes and the snapshot unless explicitly retained. |
How to reason about it
This lab is destructive if the wrong device is selected. Match EC2 volume ID, attachment, Linux device serial, size, and absence of a filesystem before formatting. Stop on any mismatch.
Snapshot completion and restored-volume attachment are control-plane states. File visibility and application consistency are data-plane evidence. Record both.
Use the following decision table as a starting point, then change the answer when the scenario changes.
| Requirement | Preferred direction | Why |
|---|---|---|
| Persistent application data | Separate encrypted EBS volume | Lifecycle can be managed independently from the instance root disk. |
| Stable mount reference | Filesystem UUID | Kernel device enumeration can change. |
| Restore validation | Mount restored copy read-only first | Prevent accidental modification before evidence. |
| Lab complete | Delete volume and snapshot | EBS and snapshot storage continue charging when compute stops. |
Prerequisites, permissions, Region, and cost
Run this lesson as the approved non-root course identity. Begin with aws sts get-caller-identity, confirm the private account record, and set the fixed project Region before any regional query. IAM resources are global within an account, while STS endpoints and the services reached by an identity can be regional.
Use only the read or change actions required for this lesson. An AccessDenied result is evidence to analyse, not permission to switch to root or attach AdministratorAccess. Record the action, resource, principal type, request context, and smallest justified correction.
The listed cost tier is T1 - free or near-free with immediate cleanup. Free Tier eligibility and credits are account-specific. Before a mutating lab, identify every resource that can charge, estimate its duration, start a timer, and write the reverse cleanup order. A budget reports cost after billing data arrives and is not a real-time stop control.
AWS Management Console method
- Open EC2, Volumes, create nw-p04-data-1 as 4 GiB encrypted gp3 in the instance AZ, tag it, and attach it.
- Use Session Manager to identify, format, mount, write, and persist the filesystem, then create a tagged snapshot.
- Restore nw-p04-data-restore from the completed snapshot, attach and verify it, then perform reverse cleanup.
For every step record the service page, selected account and Region, exact object, visible state, and why that state matters. A Console label or green status is not enough unless it is tied to the final workload outcome.
AWS CLI or API evidence
Match control-plane IDs with Linux block-device and filesystem evidence.
lsblk -o NAME,SERIAL,SIZE,FSTYPE,MOUNTPOINTS
findmnt /mnt/p04-data
sudo blkid
cat /mnt/p04-data/recovery-marker.txt
The serial, filesystem, mount, UUID, and marker must identify the intended original or restored volume. Redact resource IDs in shared evidence.
Before running the command, replace every placeholder, explain each option, and decide whether the operation is read-only or mutating. Capture the exit code immediately. Redact account IDs, ARNs, public addresses, request identifiers, and personal data before sharing.
The CLI and Console are clients of AWS APIs. Matching state across them increases confidence, but neither substitutes for data-plane or application verification.
Practical work
Retain nw-p04-web-1 from AWS 072 through AWS 079, but stop it between study sessions. Record EC2 and public-IPv4 cost only while running and root-volume cost while retained. Set a 90-minute running-resource timer. Prove same-AZ placement, map the data-volume ID to the Linux device, create an XFS filesystem only on the verified empty device, mount it at /mnt/p04-data, persist by UUID, snapshot a recovery marker, restore and verify a second copy, then delete every temporary data volume and snapshot. Stop the instance after evidence collection unless AWS 074 starts immediately. Do not terminate the project instance until AWS 080.
The evidence package must include:
- non-root principal type, account verified privately, and Region;
- exact intended and observed state;
- one Console observation and the matching CLI or API result;
- one successful result and one denied, failed, or counterexample result;
- what each result does not prove;
- cost state and elapsed lab time;
- cleanup evidence or a named retained-state owner and next lesson.
Verification standard
Use three levels of proof:
- Control plane: the object or policy exists with the intended configuration.
- Data plane or behavior: the request, packet, session, storage path, or application does what the requirement states.
- Operations: monitoring, failure diagnosis, cost, ownership, and cleanup are known.
A control-plane response can precede final readiness. Use waiters or state polling where supported, then test the actual behavior. If a request times out, do not assume it failed. Inspect state and use documented idempotency before retrying a mutation.
Troubleshooting method
| Symptom | Evidence first | Smallest safe response |
|---|---|---|
| command cannot authenticate | credential source, expiry, caller preflight | restore approved temporary login |
| access is denied | action, resource, principal, all policy layers | correct only the missing or conflicting control |
| object appears missing | account, Region, filters, pagination, permission | align scope before creating anything |
| configured state exists but behavior fails | route, identity, dependency, logs, service state | test the next boundary in the path |
| cleanup is blocked | dependency inventory and owning service | remove dependants in reviewed reverse order |
Keep the original symptom and timestamp. State one hypothesis, make one reversible change, repeat the original test, and record rollback. Never open a management port to the world, expose credentials, disable TLS verification, format an unknown disk, or add broad permissions as a generic fix.
Architecture and certification decisions
Professional-level questions provide competing valid features. Identify the requirement that decides between them: human or workload identity, same-account or cross-account access, regional or zonal scope, stateful or stateless filtering, durable or ephemeral data, latency, RTO/RPO, cost, or operational ownership.
Explain why the selected option fits and why each plausible alternative fails one stated requirement. Do not rely on feature memorization or reproduce protected certification questions.
Knowledge check
- Can an EBS volume attach across AZs?
Expected direction: No. Restore or create a volume in the target AZ.
- Why inspect before mkfs?
Expected direction: Formatting destroys existing filesystem metadata.
- Why use UUID in fstab?
Expected direction: Device names can change.
- What charges after instance stop?
Expected direction: Retained EBS volumes and snapshots.
Cost, cleanup, and retained state
Retain only the state explicitly required by the next P04 lesson and record it in the private resource ledger.
Cleanup evidence includes the final state query, not only a successful delete response. Search related resources, other Regions used by the lab, retained storage, public IPv4 addresses, logging destinations, and service-managed dependencies. Schedule a later billing review because cost data can lag.
Completion gate
Pass when the practical artifact explains the real problem, matches Console and CLI evidence, answers every knowledge check, diagnoses one failure without broadening access, records cost, and proves cleanup or approved retention. The learner must defend one decision orally and name the requirement that would change it.