The answers for this will vary widely, but the thing I think many people overlook when planning out expenses is a plan to back up the data. Having the file server is great, but start planning now for what to do when it breaks. Where will backup copies of your data live and how will you restore it?

As to the server itself, the hardware completely depends on your desires. Some like second hand enterprise gear; others prefer purpose-made home NAS devices or a DIY rig. On the software side my thought is keep it simple if you’re starting up. There are good readymade options (TrueNAS, XigmaNAS, openmediavault, unraid, etc). They’re all great and they help get up and running quickly. They also have a lot of tempting knobs to turn that can cause unexpected problems if you don’t fully understand them.

To my mind file servers have to be reliable above all else, so I’d avoid running anything besides file sharing on your server until it’s running like a top and then only add more layers one at a time.

Sorry for all the philosophy, but I really do think this is a common stumbling block for people getting started.

You ever see those Wired videos where they talk about a concept on five different levels ranging from beginner to expert?

The first level answer is likely that, yes, you’re reasonably secure in your current setup. That’s true, but it’s also really simplified and it skips a lot of important considerations. (For example, “secure against what?”) One of the first big realizations that hit me after I’d been running servers for a little while and trying to chase security is the idea of a threat model. What protects me from a script kiddie trying to break into one of my web servers won’t do much for me against a phishing attack.

The more you do this, though, the more I think you’ll realize that security is more of a process than an actual state you can attain.

I think it sounds like you’re doing a good job moving cautiously and picking up things at each step. If the next step is remote access, you’ve got a pretty good situation for a mesh VPN like Tailscale or Netbird or ZeroTier. They’ll help you deal with the CGNAT and each one gives you a decent growth path where you can start out with a free tier and if you need it in the future, either buy into the product or self host it.

Keep an eye on lowendbox.com’s hosting offers. There’s some junk to wade through, but it sounds like exactly what you’re after.

It sure will handle a remote VPS, it’s just not as automatic to set up as it is with PVE.

I put this off for a long time, but I finally did it this weekend.

Basically, you install the proxmox-backup-client utility and then run it via cron or a systemd timerto do the backup however often you want.

You’re responsible for getting the VPS to communicate with your backup server (like pretty much any self-hosted service), so some sort of VPN between them would be good. I used NetBird for that part and I have a policy that allows access from the client to PBS only on TCP port 8007.

I’ve been quite happy with Proxmox Backup Server. I’ve had it running for years and it’s been pretty solid for all my VMs/containers. There’s also a bare metal client, which I’m adding to a couple cloud VPS machines this weekend. We’ll see how that goes.

Also, since it’s just Debian under the hood, I also use the PBS host as a replication target for my ZFS datasets via sanoid/syncoid.