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