Excalibur's Sheath

Designing a Resilient Homelab: Redundancy & High Availability Simplified

Aug 10, 2025 By: Jordan McGilvrayhomelab,server,hardware,self-hosting,virtualization,linux,sysadmin,redundancy,high-availability,backups

Homelab: From Basement to Datacenter, Build and Scale!: Part 3 of 4

Last week, we focused on building the foundation of your homelab by selecting the right hardware for your goals and budget.
From choosing CPUs with enough horsepower for virtualization, to sizing memory and storage for future expansion, we covered how to avoid the most common pitfalls that can shorten a homelab’s useful life. If you missed it, you can read the full guide here:
Building a Homelab Server — Choosing Hardware.

Now that your physical server is up and running, it’s time to make sure your setup isn’t just fast—it’s also resilient.
Downtime is frustrating, especially when you’re running services friends, family, or clients depend on.
Hardware fails, networks go down, and sometimes a small mistake can take everything offline.
Designing for redundancy and high availability (HA) upfront helps you avoid scrambling in a panic later.

In this article, we’ll break down redundancy—adding extra capacity or duplicate systems so one failure doesn’t take everything out—and high availability, which goes a step further by automating failover to keep services running without your immediate intervention.
We’ll walk through the three key layers where you can apply redundancy: data, hardware, and services. Along the way, we’ll pull in practical examples from the ExcaliburSheath archive, from backup automation to network design and even how a small Raspberry Pi can serve as a warm spare node.

By the end of this guide, you’ll have a clear framework for deciding where to add redundancy, how much is worth implementing in a homelab setting, and how to test that your failover plans actually work—without breaking the bank or overcomplicating your setup.

Levels of Redundancy

Not all redundancy is created equal. In a homelab, you can layer it at different points in your system:

  1. Data redundancy – protecting your files from corruption or loss.
  2. Hardware redundancy – making sure physical components aren’t single points of failure.
  3. Service redundancy – ensuring applications stay running even when hardware or software fails.

Each of these layers plays a distinct role:

Data redundancy means keeping extra copies of your files safe—whether via RAID, snapshots, or backups—so you can recover quickly from disk failures or accidental deletions.

Hardware redundancy protects your physical setup, like having spare power supplies or network paths, so a single component failure won’t bring your entire system down.

Service redundancy focuses on keeping your applications running smoothly, even if one server or service crashes, by automatically switching over to backups or restarting services.

These layers work best together. For example, data redundancy without hardware redundancy means a single PSU failure can still knock your system offline. Similarly, hardware redundancy without data redundancy might keep services running, but with stale or missing data.

Data Redundancy Strategies

RAID: Balancing Performance and Safety

RAID (Redundant Array of Independent Disks) is often the first step to protect your data. It combines multiple physical disks to improve reliability and/or performance. For example:

  • RAID 1 (Mirroring): Think of this as having two identical copies of your data on separate drives. If one drive fails, your system keeps running using the other—simple and reliable, though it cuts your usable storage in half.

  • RAID 5 and 6: These spread data and parity info across drives, allowing one (RAID 5) or two (RAID 6) drives to fail without losing data. They offer better storage efficiency but can take longer to rebuild after a failure, increasing risk on large disks.

  • RAID 10: Combines mirroring and striping, giving you both speed and redundancy—but you’ll sacrifice half your total storage.

For most homelabs, simple RAID 1 or RAID 10 setups strike the right balance between ease and safety. Avoid RAID 0—it stripes data without redundancy, so a single disk failure wipes your data.

Software vs Hardware RAID

It’s important to understand the difference between software RAID and hardware RAID:

  • Hardware RAID uses a dedicated RAID controller card to manage disks. It can improve performance and offload RAID calculations from the CPU but adds cost and complexity. Hardware RAID cards can fail and sometimes make data recovery harder if the card dies.

  • Software RAID runs inside your operating system or filesystem (like Linux mdadm, ZFS, or Btrfs). It’s flexible, portable, and easier to recover data from if you move disks between systems. For homelabs, software RAID is often preferred due to its transparency and lower cost.

When building your homelab, consider your budget and technical comfort level. Software RAID with modern filesystems like ZFS or Btrfs offers robust data protection without requiring specialized hardware.

Filesystems with Built-In Protection

If you want data protection beyond traditional RAID, modern filesystems like ZFS and Btrfs offer built-in checksumming, snapshots, and more. Here’s a quick comparison:

Feature ZFS Btrfs ext4 XFS
Data Integrity Checksums on all data & metadata; automatic repair during scrub Checksums on data & metadata; automatic repair (requires multiple copies) No checksumming, relies on RAID or backups No checksumming, journaling only
Snapshots Highly mature, fast, and space-efficient snapshots Supports snapshots and send/receive functionality Not supported Not supported
RAID Support Native RAID-Z (RAID 5/6 equivalents), mirroring, striping Supports RAID 0, 1, 10, 5, 6 (RAID 5/6 experimental) None None
Performance High performance, especially with ample RAM and SSD caching (L2ARC) Good performance but may have overhead on write-heavy workloads Good general performance Optimized for large files and parallel I/O
Maturity and Support Widely used in enterprise and NAS solutions (FreeNAS/TrueNAS) Rapidly evolving, integrated into Linux kernel Default Linux filesystem for years Mature and stable on Linux
Complexity More complex to set up and maintain Easier integration on Linux systems Simple and reliable Simple, high performance
Compression & Dedup Native compression and deduplication (dedup can be memory-heavy) Supports compression and deduplication (dedup less mature) No No
Licensing CDDL (not fully GPL compatible) GPL (native Linux support) GPL GPL

When to Choose Which

  • ZFS is the gold standard for data integrity and reliability, especially suited for dedicated storage servers or NAS devices with multiple disks. It offers advanced features like RAID-Z and efficient snapshots but requires more RAM (typically 8GB minimum) and a steeper learning curve. ZFS is widely adopted in homelabs using FreeNAS/TrueNAS or Proxmox.

  • Btrfs is a strong choice for Linux users seeking native filesystem support with many of the same features as ZFS. It integrates easily with Linux distributions and works well for smaller disk arrays or systems where ease of use and flexibility are priorities. However, some RAID levels, particularly RAID 5/6, are still considered experimental and should be used cautiously for critical data.

  • XFS is ideal when you want a fast, mature filesystem with great scalability for large files and heavy workloads, but don’t require built-in data checksumming or snapshots. It’s often a better-performing alternative to ext4 and a good choice for VM storage or media servers where speed is critical and data integrity is managed through other means (like backups or RAID).

  • ext4 remains the reliable default for many Linux installations. It’s simple, well-supported, and generally performs well for most workloads. While it lacks the advanced features of ZFS or Btrfs, it is a good choice when you want a straightforward filesystem without extra overhead.

In short:
Pick ZFS if you want rock-solid data integrity and have enough RAM and resources.
Choose Btrfs for easier Linux integration and smaller setups, but avoid RAID 5/6 features in production.
Opt for XFS when you need maximum speed and scalability without advanced integrity features.
Use ext4 for simple, general-purpose Linux filesystems with proven reliability.

Setting up ZFS on FreeNAS/TrueNAS or Linux is a great step to boost your data integrity.

Backup Rotation Strategies

No redundancy strategy is complete without a solid backup plan. One widely recommended approach is the 3-2-1 backup rule:

  • Keep 3 copies of your data (1 primary + 2 backups).
  • Store backups on 2 different media types (e.g., local disk + external drive or cloud storage).
  • Keep 1 copy offsite to protect against physical disasters.

Some people use the Grandfather-Father-Son rotation scheme, which keeps daily, weekly, and monthly backups, providing multiple recovery points.

Whichever method you choose, automate your backups as much as possible to reduce human error, and regularly test your ability to restore from them.

Backups: The Ultimate Safety Net

RAID and snapshots protect against hardware failure, but they won’t save you from accidental deletion, ransomware, or catastrophic site failure (fire, flood, theft). A robust backup strategy includes:

  • Local backups: Use tools like rsync or borg to replicate data to a second local machine or external drive.

  • Offsite backups: Cloud storage providers like Backblaze B2 or Wasabi offer affordable, durable storage.

  • Automated backups: Avoid human error by scheduling backups with scripts or tools that run without manual intervention. For example,
    rsync over SSH without a password
    is a great way to automate secure replication.

Testing Your Backups

Backups are only as good as your ability to restore from them. Regularly test your backup files by performing actual restores to ensure data integrity and recovery procedures.

Hardware Redundancy

Network Redundancy: Avoiding Single Points of Failure

In your homelab, the network is often the critical link. Some steps to avoid network downtime include:

  • Dual Network Interface Cards (NICs): Bond or team your NICs so if one fails, the other takes over seamlessly.

  • Redundant switches: Use two managed switches connected with a trunk link. Configure Spanning Tree Protocol (STP) to prevent loops and allow failover.

  • Multiple internet uplinks: If possible, having a backup ISP connection ensures you stay online when your main link goes down.

Power Redundancy: Keeping the Lights On

Power failures are common causes of downtime. Mitigate by:

  • Uninterruptible Power Supplies (UPS): Provides battery backup to gracefully shutdown servers and networking gear during outages.

  • UPS Best Practices: Regularly test your UPS to ensure batteries are healthy and configured correctly. Setup graceful shutdown scripts or automation on your servers so they power off safely during extended outages.

  • Dual Power Supplies: Some servers support dual PSUs connected to separate power circuits or UPS devices.

  • Surge Protectors: Protect sensitive hardware from spikes.

Spare Parts and Warm Spares

Keeping spare hard drives, power supplies, and cables can save hours of downtime. Additionally, a warm spare server—a small, preconfigured device that’s powered on or ready to power on quickly—can save you from extended outages.

The
Building the Port-a-Pi
project is a great example of a low-power, portable standby server that can take over lightweight tasks during emergencies.

Monitoring and Proactive Maintenance

One of the keys to effective redundancy is monitoring your systems so you catch problems before they cause outages.

  • smartmontools: Monitors hard drive health and can alert you to potential disk failures early.

  • Prometheus + Grafana: Popular open-source tools for collecting and visualizing metrics from your servers and network devices.

  • monit or Zabbix: Lightweight monitoring tools that can check service status and automate recovery actions.

Implementing monitoring alerts helps you respond quickly to hardware or software issues, minimizing downtime.

High Availability Concepts

High Availability (HA) goes beyond redundancy by automating failover and minimizing downtime.

Virtualization Clusters

If you use virtualization platforms like Proxmox, VMware ESXi, or Hyper-V, you can set up clusters with HA enabled. If one node fails, workloads automatically migrate or restart on another node.

  • Proxmox VE: Open source and homelab-friendly with built-in HA features.

  • VMware vSphere: Enterprise-grade, more complex, but feature-rich.

Load Balancing and Failover

Load balancers distribute client requests to multiple servers and detect when a server goes offline.

  • HAProxy: Popular open-source TCP/HTTP load balancer.

  • Keepalived: Implements VRRP for automatic IP failover.

  • Nginx: Can be configured as a reverse proxy with load balancing.

Shared and Distributed Storage

To allow failover nodes access to the same data, shared storage is essential.

  • NFS: Simple to set up for shared filesystems.

  • Ceph or GlusterFS: Distributed storage solutions for redundancy and scalability.

Monitoring and Automated Recovery

Heartbeat and monitoring tools can detect failures and trigger failover or recovery processes automatically.

  • Tools like monit, Zabbix, or Prometheus paired with alerting enable proactive management.

Cloud & Hybrid Options

Many homelab enthusiasts leverage cloud platforms to augment redundancy.

Cloud Backups

Use affordable cloud object storage for offsite backups. Backblaze B2, Wasabi, or AWS S3 provide APIs for easy automation.

Cloud Failover

Store lightweight VM snapshots or container images in the cloud. In case of local failure, you can spin up your services in a cloud VM temporarily.

Hybrid Networking

Create secure VPN tunnels (e.g., WireGuard) between your homelab and cloud resources. This allows seamless integration and offsite failover.

See the
Implementing WireGuard VPN on OPNsense
guide for a step-by-step walkthrough.

Planning for Uptime

Building redundancy is important, but planning your response is just as critical.

Runbooks and Documentation

Write clear, step-by-step procedures for common failure scenarios:

  • How to swap a failed drive.

  • How to failover services manually.

  • Emergency contacts and access details.

Keep diagrams and network maps handy. For creating and maintaining documentation, see
Planning and Documenting Your Homelab Network.

Testing and Drills

Simulate failure conditions regularly:

  • Pull a network cable to test failover.

  • Power down a node to verify cluster response.

  • Perform backup restores.

This ensures your redundancy isn’t just theoretical but reliable when needed.

Inventory and Spare Management

Track spare parts, warranty dates, and stock levels. Use simple spreadsheets or asset management tools to avoid surprises during emergencies.

Common Mistakes to Avoid

  • Confusing RAID with Backup: RAID protects against hardware failure but doesn’t replace backups for data corruption or accidental deletion.

  • Not Testing Failover Procedures: If you never practice failover, you may be caught off guard when real failures happen.

  • Overengineering: Complex setups can be fragile and difficult to manage. Start simple and add complexity only when justified.

  • Ignoring Power and Network Redundancy: These often-overlooked components cause many unexpected outages.

Conclusion

Building redundancy and high availability into your homelab is essential for creating a resilient and reliable environment. While it may seem like overkill for smaller setups, even modest investments in redundancy can save you from significant downtime and data loss. By understanding and implementing redundancy at the data, hardware, and service levels, you can protect your work, experiments, and projects from unexpected failures.

Remember that redundancy is not a single solution but a layered approach. Combining data redundancy with hardware and service redundancy creates a more robust system overall. For example, relying solely on RAID without regular backups or snapshots leaves you vulnerable to data corruption or accidental deletion. Likewise, high availability configurations without proper data protection can keep services running but at the risk of serving outdated or inconsistent information.

In homelabs, budget and complexity often limit the level of redundancy achievable. However, even simple measures such as using a filesystem with built-in checksums and snapshots (like ZFS or Btrfs), running redundant power supplies, or setting up basic failover configurations can greatly improve uptime and data safety. It’s important to assess your priorities and risks realistically, then apply the appropriate layers of protection based on your homelab’s purpose and scale.

Ultimately, building redundancy is about peace of mind and enabling continuous learning and experimentation without costly setbacks. By designing your homelab infrastructure with redundancy in mind, you create a foundation that not only protects your data and services but also helps you grow your skills in IT infrastructure management and system design.

Happy homelabbing, and remember: resilience isn’t an accident — it’s a design choice!

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