In the business world it’s pretty common to do staged or switchover upgrades: test new version in a lab environment, iron out the install/config details. Then upgrade a single production server and do a test with a small group of users. Or, build new servers with the new stuff, have a set of users run on it for a while, in this way you can always just move those users back to a known good server.

How do you do this at home? VMs for lots of stuff, or duplicate hardware for NAS type stuff (I’ve read of running TrueNAS in a VM).

To borrow from the preparedness community: if you have 1 you have none, if you have 2 you have 1. As an example, the business world often runs mission-critical systems in a redundant setup in regionally-different data centers, so a storm won’t take them down. The question is how to reproduce this idea in a home lab environment.

Also have a backup plan.

Consider how the NAS will be used. Is it just file storage, or will you want to stream from it?

If just file storage, you can use lighter hardware.

I’m running a 5 year old Dell Small Form Factor desktop as my NAS/media server. It’s power draw is under 12 watts unless I’m converting files. There’s room for 3 data drives (boot drive is M2). It has no problem streaming, unlike my consumer NAS. And it cost way less.