Release 1.1.1.
[rsync-backup] / rsync-backup.8
1 .ie t .ds o \(bu
2 .el .ds o o
3 .de hP
4 .IP
5 \h'-\w'\fB\\$1\ \fP'u'\fB\\$1\ \fP\c
6 ..
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 "addhook " hook " " command
145 Arrange that the named
146 .I hook
147 runs the given
148 .IR command .
149 See
150 .B runhook
151 for more details.
152 .TP
153 .BI "backup " "fs\fR[:\fIfsarg\fR] ..."
154 Back up the named filesystems. The corresponding
155 .IR fsarg s
156 may be required by the snapshot type.
157 .TP
158 .BI "defhook " hook
159 Define a new hook named
160 .IR hook .
161 See
162 .B addhook
163 and
164 .B runhook
165 for more information.
166 .TP
167 .BI "host " host
168 Future
169 .B backup
170 commands will back up filesystems on the named
171 .IR host .
172 To back up filesystems on the backup server itself, use its hostname:
173 .B rsync-backup
174 will avoid inefficient and pointless messing about
175 .BR ssh (1)
176 in this case.
177 This command clears the
178 .B like
179 list, the remote
180 .B user
181 name, and resets the retention policy to its default (i.e., the to
182 policy defined prior to the first
183 .B host
184 command).
185 .TP
186 .BI "like " "host\fR ..."
187 Declare that subsequent filesystems are `similar' to like-named
188 filesystems on the named
189 .IR host s,
190 and that
191 .B rsync
192 should use those trees as potential sources of hardlinkable files. Be
193 careful when using this option without
194 .BR rsync 's
195 .B \-\-checksum
196 option: an erroneous hardlink will cause the backup to fail. (The
197 backup won't be left silently incorrect.)
198 .TP
199 .BI "retain " frequency " " duration
200 Define part a backup retention policy: backup trees of the
201 .I frequency
202 should be kept for the
203 .IR duration .
204 The
205 .I frequency
206 can be
207 .BR daily ,
208 .BR weekly ,
209 .BR monthly ,
210 or
211 .B annually
212 (or
213 .BR yearly ,
214 which means the same); the
215 .I duration
216 may be any of
217 .BR week ,
218 .BR month ,
219 .BR year ,
220 or
221 .BR forever .
222 Expiry considers each existing dump against the policy lines in order:
223 the last applicable line determines the dump's fate \(en so you should
224 probably write the lines in decreasing order of duration.
225 .RS
226 .PP
227 Groups of
228 .B retain
229 commands between
230 .B host
231 and/or
232 .B backup
233 commands collectively define a retention policy. Once a policy is
234 defined, subsequent
235 .B backup
236 operations use the policy. The first
237 .B retain
238 command after a
239 .B host
240 or
241 .B backup
242 command clears the policy and starts defining a new one. The policy
243 defined before the first
244 .B host
245 is the
246 .I default
247 policy: at the start of each
248 .B host
249 stanza, the policy is reset to the default.
250 .RE
251 .TP
252 .BI "retry " count
253 The
254 .B live
255 snapshot type (see below) doesn't prevent a filesystem from being
256 modified while it's being backed up. If this happens, the
257 .B fshash
258 pass will detect the difference and fail. If the filesystem in question
259 is relatively quiescent, then maybe retrying the backup will result in a
260 successful consistent copy. Following this command, a backup which
261 results in an
262 .B fshash
263 mismatch will be retried up to
264 .I count
265 times before being declared a failure. The default is to retry once,
266 clearing mismatching files from the
267 .BR fshash (1)
268 caches before the second attempt.
269 .TP
270 .BI "runhook " hook " " args\fR...
271 Invoke the named
272 .IR hook .
273 The individual commands on the hook are run, in order, as
274 .RS
275 .IP
276 .I command
277 .IR args ...
278 .PP
279 If any command fails (returns nonzero) then no other hooks are run and
280 .B runhook
281 fails with the same exit code.
282 .RE
283 .TP
284 .BI "snap " type " " \fR[\fIargs\fR...]
285 Use the snapshot
286 .I type
287 for subsequent backups. Some snapshot types require additional
288 arguments, which may be supplied here. This command clears the
289 .B retry
290 counter.
291 .TP
292 .BI "user " name
293 Specify the user name on the remote host. Without this, calls to
294 .BR ssh (1)
295 and
296 .BR rsync (1)
297 won't specify any user name, so the default (probably from the
298 .BR ssh_config (5)
299 file) will apply.
300 .SS Configuration variables
301 The following shell variables may be overridden by the configuration
302 file.
303 .TP
304 .B HASH
305 The hash function to use for verifying archive integrity. This is
306 passed to the
307 .B \-H
308 option of
309 .BR fshash ,
310 so it must name one of the hash functions supported by your Python's
311 .B hashlib
312 module.
313 The default is
314 .BR sha256 .
315 .TP
316 .B INDEXDB
317 The name of a SQLite database initialized by
318 .BR update-bkp-index (8)
319 in which an index is maintained of which dumps are on which backup
320 volumes. If the file doesn't exist, then no index is maintained. The
321 default is
322 .IB localstatedir /lib/bkp/index.db
323 where
324 .I localstatedir
325 is the state directory configured at build time.
326 .TP
327 .B MAXLOG
328 The number of log files to be kept for each filesystem. Old logfiles
329 are deleted to keep the total number below this bound. The default
330 value is 14.
331 .TP
332 .B METADIR
333 The metadata directory for the currently mounted backup volume.
334 The default is
335 .IB mntbkpdir /meta
336 where
337 .I mntbkpdir
338 is the backup mount directory configured at build time.
339 .TP
340 .B RSYNCOPTS
341 Command-line options to pass to
342 .BR rsync (1)
343 in addition to the basic set:
344 .B \-\-archive
345 .B \-\-hard-links
346 .B \-\-numeric-ids
347 .B \-\-del
348 .B \-\-sparse
349 .B \-\-compress
350 .B \-\-one-file-system
351 .B \-\-partial
352 .BR "\-\-filter=""dir-merge .rsync-backup""" .
353 The default is
354 .BR \-\-verbose .
355 .TP
356 .B SNAPDIR
357 LVM (and
358 .BR rfreezefs )
359 snapshots are mounted on subdirectories below the
360 .B SNAPDIR
361 .IR "on backup clients" .
362 The default is
363 .IB mntbkpdir /snap
364 where
365 .I mntbkpdir
366 is the backup mount directory configured at build time.
367 .TP
368 .B SNAPSIZE
369 The volume size option to pass to
370 .BR lvcreate (8)
371 when creating a snapshot. The default is
372 .B \-l10%ORIGIN
373 which seems to work fairly well.
374 .TP
375 .B STOREDIR
376 Where the actual backup trees should be stored. See the section on
377 .B Archive structure
378 below.
379 The default is
380 .IB mntbkpdir /store
381 where
382 .I mntbkpdir
383 is the backup mount directory configured at build time.
384 .TP
385 .B VOLUME
386 The name of the current volume. If this is left unset, the volume name
387 is read from the file
388 .IB METADIR /volume
389 once at the start of the backup run.
390 .SS Hooks
391 The configuration file can modify the behaviour of the backup in two
392 main ways: by adding commands to hooks (see the
393 .B addhook
394 command); and by redefining shell functions.
395 .PP
396 The following hooks are defined.
397 .TP
398 .BI "commit " host " " fs " " date
399 Called during the commit procedure. The backup tree and manifest have
400 been renamed into their proper places. Typically one would use this
401 hook to rename files created in a corresponding
402 .B precommit
403 command.
404 .TP
405 .BI "end " rc
406 The backup has completed;
407 .B rsync-backup
408 will exit with status
409 .IR rc .
410 .TP
411 .BI "precommit " host " " fs " " date
412 Called after a backup has been verified complete and about to be
413 committed. The backup tree is in
414 .B new
415 in the current directory, and the
416 .B fshash
417 manifest is in
418 .BR new.fshash .
419 A typical action would be to create a digital signature on the
420 manifest.
421 .TP
422 .BI "setup " host " " fs " " date
423 Called when a backup of a particular filesystem is about to start. It
424 can return with code 99 to skip the backup.
425 .TP
426 .B "start"
427 Invoked before performing any actual dumps (the first time
428 .B host
429 is run).
430 .PP
431 The following shell functions can be redefined by users.
432 .TP
433 .BI "backup_commit_hook " host " " fs " " date
434 Called from the
435 .B commit
436 hook for compatibility.
437 .TP
438 .BI "backup_precommit_hook " host " " fs " " date
439 Called from the
440 .B precommit
441 hook for compatibility.
442 .TP
443 .BR "whine " [ \-n ] " " \fItext\fR...
444 Called to report `interesting' events when the
445 .B \-v
446 option is in force. The default action is to echo the
447 .I text
448 to (what was initially) standard output, followed by a newline unless
449 .B \-n
450 is given.
451 .SS Snapshot types
452 The following snapshot types are available.
453 .TP
454 .B live
455 A trivial snapshot type: attempts to back up a live filesystem. How
456 well this works depends on how active the filesystem is. If files
457 change while the dump is in progress then the
458 .B fshash
459 verification will likely fail. Backups using this snapshot type must
460 specify the filesystem mount point as the
461 .IR fsarg .
462 .TP
463 .B ro
464 A slightly less trivial snapshot type: make the filesystem read-only
465 while the dump is in progress. Backups using this snapshot type must
466 specify the filesystem mount point as the
467 .IR fsarg .
468 .TP
469 .BI "lvm " vg
470 Create snapshots using LVM. The snapshot argument is interpreted as the
471 relevant volume group. The filesystem name is interpreted as the origin
472 volume name; the snapshot will be called
473 .IB fs .bkp
474 and mounted on
475 .IB SNAPDIR / fs \fR;
476 space will be allocated to it according to the
477 .I SNAPSIZE
478 variable.
479 .TP
480 .BI "rfreezefs " client " " vg
481 This gets complicated. Suppose that a server has an LVM volume group,
482 and exports (somehow) a logical volume to a client. Examples are a host
483 providing a virtual disk to a guest, or a server providing
484 network-attached storage to a client. The server can create a snapshot
485 of the volume using LVM, but must synchronize with the client to ensure
486 that the filesystem image captured in the snapshot is clean. The
487 .BR rfreezefs (8)
488 program should be installed on the client to perform this rather
489 delicate synchronization. Declare the server using the
490 .B host
491 command as usual; pass the client's name as the
492 .I client
493 and the
494 server's volume group name as the
495 .I vg
496 snapshot arguments. Finally, backups using this snapshot type must
497 specify the filesystem mount point (or, actually, any file in the
498 filesystem) on the client, as the
499 .IR fsarg .
500 .PP
501 Additional snapshot types can be defined in the configuration file. A
502 snapshot type requires two shell functions.
503 .TP
504 .BI snap_ type " " snapargs " " fs " " fsarg
505 Create the snapshot, and write the mountpoint (on the client host) to
506 standard output, in a form suitable as an argument to
507 .BR rsync .
508 .TP
509 .BI unsnap_ type " " snapargs " " fs " " fsarg
510 Remove the snapshot.
511 .PP
512 There are a number of utility functions which can be used by snapshot
513 type handlers: please see the script for details. Please send the
514 author interesting snapshot handlers for inclusion in the main
515 distribution.
516 .SS Archive structure
517 Backup trees are stored in a fairly straightforward directory tree.
518 .PP
519 At the top level is one directory for each client host. There are also
520 some special entries:
521 .TP
522 .B \&.rsync-backup-store
523 This file must be present in order to indicate that a backup volume is
524 present (and not just an empty mount point).
525 .TP
526 .B fshash.cache
527 The cache database used for improving performance of local file
528 hashing. There may be other
529 .B fshash.cache-*
530 files used by SQLite for its own purposes.
531 .TP
532 .B lost+found
533 Part of the filesystem used on the backup volume. You don't want to
534 mess with this.
535 .TP
536 .B tmp
537 Used to store temporary files during the backup process. (Some of them
538 want to be on the same filesystem as the rest of the backup.) When
539 things go wrong, files are left behind in the hope that they might help
540 someone debug the mess. It's always safe to delete the files in here
541 when no backup is running.
542 .PP
543 So don't use those names for your hosts.
544 .PP
545 The next layer down contains a directory for each filesystem on the
546 given host.
547 .PP
548 The bottom layer contains a directory for each dump of that filesystem,
549 named with the date at which the dump was started (in ISO8601
550 .IB yyyy \(en mm \(en dd
551 format), together with associated files named
552 .IB date .* \fR.
553 There is also a symbolic link
554 .B last
555 referring to the most recent backup of the filesystem.
556 .SH SEE ALSO
557 .BR check-bkp-status (8),
558 .BR fshash (1),
559 .BR lvm (8),
560 .BR rfreezefs (8),
561 .BR rsync (1),
562 .BR ssh (1),
563 .BR update-bkp-index (8).
564 .SH AUTHOR
565 Mark Wooding, <mdw@distorted.org.uk>