20682ea90488481f467f7f5e2ebff75c5ad40e27
[rsync-backup] / rsync-backup.8
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7 .TH rsync-backup 8 "7 October 2012" rsync-backup
8 .SH SYNOPSIS
9 .B rsync-backup
10 .RB [ \-nv ]
11 .RB [ \-c
12 .IR config-file ]
13 .SH DESCRIPTION
14 The
15 .B rsync-backup
16 script is a backup program of the currently popular
17 .RB ` rsync (1)
18 .BR \-\-link-dest '
19 variety. It uses
20 .BR rsync 's
21 ability to create hardlinks from (apparently) similar existing local
22 trees to make incremental dumps efficient, even from remote sources.
23 Restoring files is easy because the backups created are just directories
24 full of files, exactly as they were on the source \(en and this is
25 verified using the
26 .BR fshash (1)
27 program.
28 .PP
29 The script does more than just running
30 .BR rsync .
31 It is also responsible for creating and removing snapshots of volumes to
32 be backed up, and expiring old dumps according to a user-specified
33 retention policy.
34 .SS Installation
35 The idea is that the
36 .B rsync-backup
37 script should be installed and run on a central backup server with local
38 access to the backup volumes.
39 .PP
40 The script should be run with full (root) privileges, so that it can
41 correctly record file ownership information. The server should also be
42 able to connect via
43 .BR ssh (1)
44 to the client machines, and run processes there as root. (This is not a
45 security disaster. Remember that the backup server is, in the end,
46 responsible for the integrity of the backup data. A dishonest backup
47 server can easily compromise a client which is being restored from
48 corrupt backup data.)
49 .SS Command-line options
50 Most of the behaviour of
51 .B rsync-backup
52 is controlled by a configuration file, described starting with the
53 section named
54 .B Configuration commands
55 below.
56 But a few features are controlled by command-line options.
57 .TP
58 .B \-h
59 Show a brief help message for the program, and exit successfully.
60 .TP
61 .B \-V
62 Show
63 .BR rsync-backup 's
64 version number and some choice pieces of build-time configuration, and
65 exit successfully.
66 .TP
67 .BI "\-c " conf
68 Read
69 .I conf
70 instead of the default configuration file (shown as
71 .B conf
72 in the
73 .B \-V
74 output).
75 .TP
76 .B \-n
77 Don't actually take a backup, or write proper logs: instead, write a
78 description of what would be done to standard error.
79 .TP
80 .B \-v
81 Produce verbose progress information on standard output while the backup
82 is running. This keeps one amused while running a backup
83 interactively. In any event,
84 .B rsync-backup
85 will report failures to standard error, and otherwise run silently, so
86 it doesn't annoy unnecessarily if run by
87 .BR cron (8).
88 .SS Backup process
89 Backing up a filesystem works as follows.
90 .hP \*o
91 Make a snapshot of the filesystem on the client, and ensure that the
92 snapshot is mounted. There are some `trivial' snapshot types which use
93 the existing mounted filesystem, and either prevent processes writing to
94 it during the backup, or just hope for the best. Other snapshot types
95 require the snapshot to be mounted somewhere distinct from the main
96 filesystem, so that the latter can continue being used.
97 .hP \*o
98 Run
99 .B rsync
100 to copy the snapshot to the backup volume \(en specifically, to
101 .IB host / fs / new \fR.
102 If this directory already exists, then it's presumed to be debris from a
103 previous attempt to dump this filesystem:
104 .B rsync
105 will update it appropriately, by adding, deleting or modifying the
106 files. This means that retrying a failed dump \(en after fixing whatever
107 caused it to go wrong, obviously! \(en is usually fairly quick.
108 .hP \*o
109 Run
110 .B fshash
111 on the client to generate a `digest' describing the contents of the
112 filesystem, and send this to the server as
113 .IB host / fs / new .fshash \fR.
114 .hP \*o
115 Release the snapshot: we don't need it any more.
116 .hP \*o
117 Run
118 .B fshash
119 over the new backup; specifically, to
120 .BI tmp/fshash. host . fs . date \fR.
121 This gives us a digest for what the backup volume actually stored.
122 .hP \*o
123 Compare the two
124 .B fshash
125 digests. If they differ then dump the differences to the log file and
126 report a backup failure. (Backups aren't any good if they don't
127 actually back up the right thing. And you stand a better chance of
128 fixing them if you know that they're going wrong.)
129 .hP \*o
130 Commit the backup, by renaming the dump directory to
131 .IB host / fs / date
132 and the
133 .B fshash
134 digest file to
135 .IB host / fs / date .fshash \fR.
136 .PP
137 The backup is now complete.
138 .SS Configuration commands
139 The configuration file is simply a Bash shell fragment: configuration
140 commands are shell functions.
141 .TP
142 .BI "backup " "fs\fR[:\fIfsarg\fR] ..."
143 Back up the named filesystems. The corresponding
144 .IR fsarg s
145 may be required by the snapshot type.
146 .TP
147 .BI "host " host
148 Future
149 .B backup
150 commands will back up filesystems on the named
151 .IR host .
152 To back up filesystems on the backup server itself, use its hostname:
153 .B rsync-backup
154 will avoid inefficient and pointless messing about
155 .BR ssh (1)
156 in this case.
157 This command clears the
158 .B like
159 list.
160 .TP
161 .BI "like " "host\fR ..."
162 Declare that subsequent filesystems are `similar' to like-named
163 filesystems on the named
164 .IR host s,
165 and that
166 .B rsync
167 should use those trees as potential sources of hardlinkable files. Be
168 careful when using this option without
169 .BR rsync 's
170 .B \-\-checksum
171 option: an erroneous hardlink will cause the backup to fail. (The
172 backup won't be left silently incorrect.)
173 .TP
174 .BI "retain " frequency " " duration
175 Define part a backup retention policy: backup trees of the
176 .I frequency
177 should be kept for the
178 .IR duration .
179 The
180 .I frequency
181 can be
182 .BR daily ,
183 .BR weekly ,
184 .BR monthly ,
185 or
186 .B annually
187 (or
188 .BR yearly ,
189 which means the same); the
190 .I duration
191 may be any of
192 .BR week ,
193 .BR month ,
194 .BR year ,
195 or
196 .BR forever .
197 Expiry considers each existing dump against the policy lines in order:
198 the last applicable line determines the dump's fate \(en so you should
199 probably write the lines in decreasing order of duration.
200 .TP
201 .BI "retry " count
202 The
203 .B live
204 snapshot type (see below) doesn't prevent a filesystem from being
205 modified while it's being backed up. If this happens, the
206 .B fshash
207 pass will detect the difference and fail. If the filesystem in question
208 is relatively quiescent, then maybe retrying the backup will result in a
209 successful consistent copy. Following this command, a backup which
210 results in an
211 .B fshash
212 mismatch will be retried up to
213 .I count
214 times before being declared a failure.
215 .TP
216 .BI "snap " type " " \fR[\fIargs\fR...]
217 Use the snapshot
218 .I type
219 for subsequent backups. Some snapshot types require additional
220 arguments, which may be supplied here. This command clears the
221 .B retry
222 counter.
223 .SS Configuration variables
224 The following shell variables may be overridden by the configuration
225 file.
226 .TP
227 .B MAXLOG
228 The number of log files to be kept for each filesystem. Old logfiles
229 are deleted to keep the total number below this bound. The default
230 value is 14.
231 .TP
232 .B RSYNCOPTS
233 Command-line options to pass to
234 .BR rsync (1)
235 in addition to the basic set:
236 .B \-\-archive
237 .B \-\-hard-links
238 .B \-\-numeric-ids
239 .B \-\-del
240 .B \-\-sparse
241 .B \-\-compress
242 .B \-\-one-file-system
243 .B \-\-partial
244 .BR "\-\-filter=""dir-merge .rsync-backup""" .
245 The default is
246 .BR \-\-verbose .
247 .TP
248 .B SNAPDIR
249 LVM (and
250 .BR rfreezefs )
251 snapshots are mounted on subdirectories below the
252 .B SNAPDIR
253 .IR "on backup clients" .
254 The default is
255 .IB mntbkpdir /snap
256 where
257 .I mntbkpdir
258 is the backup mount directory configured at build time.
259 .TP
260 .B SNAPSIZE
261 The volume size option to pass to
262 .BR lvcreate (8)
263 when creating a snapshot. The default is
264 .B \-l10%ORIGIN
265 which seems to work fairly well.
266 .TP
267 .B STOREDIR
268 Where the actual backup trees should be stored. See the section on
269 .B Archive structure
270 below.
271 The default is
272 .IB mntbkpdir /store
273 where
274 .I mntbkpdir
275 is the backup mount directory configured at build time.
276 .TP
277 .B HASH
278 The hash function to use for verifying archive integrity. This is
279 passed to the
280 .B \-H
281 option of
282 .BR fshash ,
283 so it must name one of the hash functions supported by your Python's
284 .B hashlib
285 module. The default is
286 .BR sha256 .
287 .SS Hook functions
288 The configuration file may define shell functions to perform custom
289 actions at various points in the backup process.
290 .TP
291 .BI "backup_precommit_hook " host " " fs " " date
292 Called after a backup has been verified complete and about to be
293 committed. The backup tree is in
294 .B new
295 in the current directory, and the
296 .B fshash
297 manifest is in
298 .BR new.fshash .
299 A typical action would be to create a digital signature on the
300 manifest.
301 .TP
302 .BI "backup_commit_hook " host " " fs " " date
303 Called during the commit procedure. The backup tree and manifest have
304 been renamed into their proper places. Typically one would use this
305 hook to rename files created by the
306 .B backup_precommit_hook
307 function.
308 .TP
309 .BR "whine " [ \-n ] " " \fItext\fR...
310 Called to report `interesting' events when the
311 .B \-v
312 option is in force. The default action is to echo the
313 .I text
314 to (what was initially) standard output, followed by a newline unless
315 .B \-n
316 is given.
317 .SS Snapshot types
318 The following snapshot types are available.
319 .TP
320 .B live
321 A trivial snapshot type: attempts to back up a live filesystem. How
322 well this works depends on how active the filesystem is. If files
323 change while the dump is in progress then the
324 .B fshash
325 verification will likely fail. Backups using this snapshot type must
326 specify the filesystem mount point as the
327 .IR fsarg .
328 .TP
329 .B ro
330 A slightly less trivial snapshot type: make the filesystem read-only
331 while the dump is in progress. Backups using this snapshot type must
332 specify the filesystem mount point as the
333 .IR fsarg .
334 .TP
335 .BI "lvm " vg
336 Create snapshots using LVM. The snapshot argument is interpreted as the
337 relevant volume group. The filesystem name is interpreted as the origin
338 volume name; the snapshot will be called
339 .IB fs .bkp
340 and mounted on
341 .IB SNAPDIR / fs \fR;
342 space will be allocated to it according to the
343 .I SNAPSIZE
344 variable.
345 .TP
346 .BI "rfreezefs " client " " vg
347 This gets complicated. Suppose that a server has an LVM volume group,
348 and exports (somehow) a logical volume to a client. Examples are a host
349 providing a virtual disk to a guest, or a server providing
350 network-attached storage to a client. The server can create a snapshot
351 of the volume using LVM, but must synchronize with the client to ensure
352 that the filesystem image captured in the snapshot is clean. The
353 .BR rfreezefs (8)
354 program should be installed on the client to perform this rather
355 delicate synchronization. Declare the server using the
356 .B host
357 command as usual; pass the client's name as the
358 .I client
359 and the
360 server's volume group name as the
361 .I vg
362 snapshot arguments. Finally, backups using this snapshot type must
363 specify the filesystem mount point (or, actually, any file in the
364 filesystem) on the client, as the
365 .IR fsarg .
366 .PP
367 Additional snapshot types can be defined in the configuration file. A
368 snapshot type requires two shell functions.
369 .TP
370 .BI snap_ type " " snapargs " " fs " " fsarg
371 Create the snapshot, and write the mountpoint (on the client host) to
372 standard output, in a form suitable as an argument to
373 .BR rsync .
374 .TP
375 .BI unsnap_ type " " snapargs " " fs " " fsarg
376 Remove the snapshot.
377 .PP
378 There are a number of utility functions which can be used by snapshot
379 type handlers: please see the script for details. Please send the
380 author interesting snapshot handlers for inclusion in the main
381 distribution.
382 .SS Archive structure
383 Backup trees are stored in a fairly straightforward directory tree.
384 .PP
385 At the top level is one directory for each client host. There are also
386 some special entries:
387 .TP
388 .B \&.rsync-backup-store
389 This file must be present in order to indicate that a backup volume is
390 present (and not just an empty mount point).
391 .TP
392 .B fshash.cache
393 The cache database used for improving performance of local file
394 hashing. There may be other
395 .B fshash.cache-*
396 files used by SQLite for its own purposes.
397 .TP
398 .B lost+found
399 Part of the filesystem used on the backup volume. You don't want to
400 mess with this.
401 .TP
402 .B tmp
403 Used to store temporary files during the backup process. (Some of them
404 want to be on the same filesystem as the rest of the backup.) When
405 things go wrong, files are left behind in the hope that they might help
406 someone debug the mess. It's always safe to delete the files in here
407 when no backup is running.
408 .PP
409 So don't use those names for your hosts.
410 .PP
411 The next layer down contains a directory for each filesystem on the given host.
412 .PP
413 The bottom layer contains a directory for each dump of that filesystem,
414 named with the date at which the dump was started (in ISO8601
415 .IB yyyy \(en mm \(en dd
416 format), together with associated files named
417 .IB date .* \fR.
418 .SH SEE ALSO
419 .BR fshash (1),
420 .BR lvm (8),
421 .BR rfreezefs (8),
422 .BR rsync (1),
423 .BR ssh (1).
424 .SH AUTHOR
425 Mark Wooding, <mdw@distorted.org.uk>