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docs: index + tutorial rst adjustments

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2
docs/configuration.rst
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@ -1,4 +1,6 @@
.. _configuration_toc:
*************
Configuration
*************

6
docs/configuration/jobs.rst
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@ -13,6 +13,8 @@ Check out the [tutorial]({{< relref "tutorial/_index.md" >}}) and {{< sampleconf
Whe receiving a filesystem, it is never mounted (`-u` flag) and `mountpoint=none` is set.
This is temporary and being worked on {{< zrepl-issue 24 >}}.
.. _job-source:
Source Job
----------
@ -47,6 +49,8 @@ Make sure you read the [prune policy documentation]({{< relref "configuration/pr
Example: {{< sampleconflink "pullbackup/productionhost.yml" >}}
.. _job-pull:
Pull Job
--------
@ -77,6 +81,8 @@ A pull job is the counterpart to a [source job]({{< relref "#source" >}}).
Example: {{< sampleconflink "pullbackup/backuphost.yml" >}}
.. _job-local:
Local Job
---------

2
docs/configuration/transports.rst
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@ -8,6 +8,8 @@ A transport provides an authenticated [`io.ReadWriteCloser`](https://golang.org/
Currently, only the `ssh+stdinserver` transport is supported.
.. _transport-ssh+stdinserver:
`ssh+stdinserver`
-----------------

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docs/implementation.rst
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@ -1,3 +1,5 @@
.. _implementation_toc:
Implementation Overview
=======================

44
docs/index.rst
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@ -14,32 +14,42 @@ zrepl - ZFS replication
Getting started
~~~~~~~~~~~~~~~
The [5 minute tutorial setup]({{< relref "tutorial/_index.md" >}}) gives you a first impression.
The :ref:`5 minute tutorial setup <tutorial>` gives you a first impression.
Main Features
~~~~~~~~~~~~~
* Filesystem Replication
* [x] Local & Remote
* [x] Pull mode
* [ ] Push mode
* [x] Access control checks when pulling datasets
* [x] [Flexible mapping]({{< ref "configuration/map_filter_syntax.md" >}}) rules
* [x] Bookmarks support
* [ ] Feature-negotiation for
* Resumable `send & receive`
* Compressed `send & receive`
* Raw encrypted `send & receive` (as soon as it is available)
* [x] Local & Remote
* [x] Pull mode
* [ ] Push mode
* [x] Access control checks when pulling datasets
* [x] [Flexible mapping]({{< ref "configuration/map_filter_syntax.md" >}}) rules
* [x] Bookmarks support
* [ ] Feature-negotiation for
* Resumable `send & receive`
* Compressed `send & receive`
* Raw encrypted `send & receive` (as soon as it is available)
* Automatic snapshot creation
* [x] Ensure fixed time interval between snapshots
* [x] Ensure fixed time interval between snapshots
* Automatic snapshot [pruning]({{< ref "configuration/prune.md" >}})
* [x] Age-based fading (grandfathering scheme)
* [x] Age-based fading (grandfathering scheme)
* Flexible, detailed & structured [logging]({{< ref "configuration/logging.md" >}})
* [x] `human`, `logfmt` and `json` formatting
* [x] stdout, syslog and TCP (+TLS client auth) outlets
* [x] `human`, `logfmt` and `json` formatting
* [x] stdout, syslog and TCP (+TLS client auth) outlets
* Maintainable implementation in Go
* [x] Cross platform
* [x] Type safe & testable code
* [x] Cross platform
* [x] Type safe & testable code
Contributing
~~~~~~~~~~~~

6
docs/installation.rst
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@ -1,3 +1,5 @@
.. _installation:
Installation
============
@ -36,6 +38,8 @@ Check out the sources yourself, fetch dependencies using dep, compile and instal
# see if it worked
zrepl help
.. _mainconfigfile:
Configuration Files
-------------------
@ -78,6 +82,8 @@ There are no *rc(8)* or *systemd.service(5)* service definitions yet. Note the *
Example: if the daemon cannot create the [stdinserver]({{< relref "configuration/transports.md#stdinserver" >}}) sockets
in the runtime directory, it will emit an error message but not exit because other tasks such as periodic snapshots & pruning are of equal importance.
.. _install-restarting:
Restarting
~~~~~~~~~~

96
docs/tutorial.rst
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@ -1,3 +1,7 @@
.. |mainconfig| replace:: :ref:`main configuration file <mainconfigfile>`
.. _tutorial:
Tutorial
========
@ -5,58 +9,58 @@ Tutorial
This tutorial shows how zrepl can be used to implement a ZFS-based pull backup.
We assume the following scenario:
* Production server `app-srv` with filesystems to back up:
* Production server ``app-srv`` with filesystems to back up:
* `zroot/var/db`
* `zroot/usr/home` and all its child filesystems
* **except** `zroot/usr/home/paranoid` belonging to a user doing backups themselves
* ``zroot/var/db``
* ``zroot/usr/home`` and all its child filesystems
* **except** ``zroot/usr/home/paranoid`` belonging to a user doing backups themselves
* Backup server `backup-srv` with
* Backup server ``backup-srv`` with
* Filesystem `storage/zrepl/pull/app-srv` + children dedicated to backups of `app-srv`
* Filesystem ``storage/zrepl/pull/app-srv`` + children dedicated to backups of ``app-srv``
Our backup solution should fulfill the following requirements:
* Periodically snapshot the filesystems on `app-srv` *every 10 minutes*
* Incrementally replicate these snapshots to `storage/zrepl/pull/app-srv/*` on `backup-srv`
* Keep only very few snapshots on `app-srv` to save disk space
* Keep a fading history (24 hourly, 30 daily, 6 monthly) of snapshots on `backup-srv`
* Periodically snapshot the filesystems on ``app-srv`` *every 10 minutes*
* Incrementally replicate these snapshots to ``storage/zrepl/pull/app-srv/*`` on ``backup-srv``
* Keep only very few snapshots on ``app-srv`` to save disk space
* Keep a fading history (24 hourly, 30 daily, 6 monthly) of snapshots on ``backup-srv``
Analysis
--------
We can model this situation as two jobs:
* A **source job** on `app-srv`
* A **source job** on ``app-srv``
* Creates the snapshots
* Keeps a short history of snapshots to enable incremental replication to `backup-srv`
* Accepts connections from `backup-srv`
* Keeps a short history of snapshots to enable incremental replication to ``backup-srv``
* Accepts connections from ``backup-srv``
* A **pull job** on `backup-srv`
* A **pull job** on ``backup-srv``
* Connects to the `zrepl daemon` process on `app-srv`
* Pulls the snapshots to `storage/zrepl/pull/app-srv/*`
* Fades out snapshots in `storage/zrepl/pull/app-srv/*` as they age
* Connects to the ``zrepl daemon`` process on ``app-srv``
* Pulls the snapshots to ``storage/zrepl/pull/app-srv/*``
* Fades out snapshots in ``storage/zrepl/pull/app-srv/*`` as they age
Why doesn't the **pull job** create the snapshots before pulling?
As is the case with all distributed systems, the link between `app-srv` and `backup-srv` might be down for an hour or two.
As is the case with all distributed systems, the link between ``app-srv`` and ``backup-srv`` might be down for an hour or two.
We do not want to sacrifice our required backup resolution of 10 minute intervals for a temporary connection outage.
When the link comes up again, `backup-srv` will happily catch up the 12 snapshots taken by `app-srv` in the meantime, without
When the link comes up again, ``backup-srv`` will happily catch up the 12 snapshots taken by ``app-srv`` in the meantime, without
a gap in our backup history.
Install zrepl
-------------
Follow the [OS-specific installation instructions]({{< relref "install/_index.md" >}}) and come back here.
Follow the :ref:`OS-specific installation instructions <installation>` and come back here.
Configure `backup-srv`
----------------------
Configure ``backup-srv``
------------------------
We define a **pull job** named `pull_app-srv` in the [main configuration file]({{< relref "install/_index.md#configuration-files" >}} ):::
We define a **pull job** named ``pull_app-srv`` in the |mainconfig|: ::
jobs:
- name: pull_app-srv
@ -77,10 +81,10 @@ We define a **pull job** named `pull_app-srv` in the [main configuration file]({
policy: grid
grid: 1x1h(keep=all) | 24x1h | 35x1d | 6x30d
The `connect` section instructs the zrepl daemon to use the `stdinserver` transport:
`backup-srv` will connect to the specified SSH server and expect `zrepl stdinserver CLIENT_IDENTITY` instead of the shell on the other side.
The ``connect`` section instructs the zrepl daemon to use the ``stdinserver`` transport:
``backup-srv`` will connect to the specified SSH server and expect ``zrepl stdinserver CLIENT_IDENTITY`` instead of the shell on the other side.
It uses the private key specified at `connect.identity_file` which we still need to create:::
It uses the private key specified at ``connect.identity_file`` which we still need to create:::
cd /etc/zrepl
mkdir -p ssh
@ -88,15 +92,14 @@ It uses the private key specified at `connect.identity_file` which we still need
ssh-keygen -t ed25519 -N '' -f /etc/zrepl/ssh/identity
Note that most use cases do not benefit from separate keypairs per remote endpoint.
Thus, it is sufficient to create one keypair and use it for all `connect` directives on one host.
Thus, it is sufficient to create one keypair and use it for all ``connect`` directives on one host.
Learn more about [stdinserver]({{< relref "configuration/transports.md#ssh-stdinserver" >}}) and the [**pull job** format]({{< relref "configuration/jobs.md#pull" >}}).
Learn more about :ref:`transport-ssh+stdinserver` transport and the :ref:`pull job <job-pull>` format.
Configure `app-srv`
-------------------
Configure ``app-srv``
---------------------
We define a corresponding **source job** named `pull_backup` in the [main configuration file]({{< relref "install/_index.md#configuration-files" >}})
`zrepl.yml`:::
We define a corresponding **source job** named ``pull_backup`` in the |mainconfig|:::
jobs:
- name: pull_backup
@ -116,12 +119,12 @@ We define a corresponding **source job** named `pull_backup` in the [main config
grid: 1x1d(keep=all)
The `serve` section corresponds to the `connect` section in the configuration of `backup-srv`.
The ``serve`` section corresponds to the ``connect`` section in the configuration of ``backup-srv``.
We now want to authenticate `backup-srv` before allowing it to pull data.
This is done by limiting SSH connections from `backup-srv` to execute the `stdinserver` subcommand.
We now want to authenticate ``backup-srv`` before allowing it to pull data.
This is done by limiting SSH connections from ``backup-srv`` to execute the ``stdinserver`` subcommand.
Open `/root/.ssh/authorized_keys` and add either of the the following lines.::
Open ``/root/.ssh/authorized_keys`` and add either of the the following lines.::
# for OpenSSH >= 7.2
command="zrepl stdinserver backup-srv.example.com",restrict CLIENT_SSH_KEY
@ -130,31 +133,30 @@ Open `/root/.ssh/authorized_keys` and add either of the the following lines.::
.. ATTENTION::
Replace CLIENT_SSH_KEY with the contents of `/etc/zrepl/ssh/identity.pub` from `app-srv`.
Mind the trailing `.pub` in the filename.
Replace CLIENT_SSH_KEY with the contents of ``/etc/zrepl/ssh/identity.pub`` from ``app-srv``.
Mind the trailing ``.pub`` in the filename.
The entries **must** be on a single line, including the replaced CLIENT_SSH_KEY.
.. HINT::
You may need to adjust the `PermitRootLogin` option in `/etc/ssh/sshd_config` to `forced-commands-only` or higher for this to work.
You may need to adjust the ``PermitRootLogin`` option in ``/etc/ssh/sshd_config`` to ``forced-commands-only`` or higher for this to work.
Refer to sshd_config(5) for details.
The argument `backup-srv.example.com` is the client identity of `backup-srv` as defined in `jobs.serve.client_identity`.
The argument ``backup-srv.example.com`` is the client identity of ``backup-srv`` as defined in ``jobs.serve.client_identity``.
Again, you both [stdinserver]({{< relref "configuration/transports.md#ssh-stdinserver" >}}) and the [**source job** format]({{< relref "configuration/jobs.md#source" >}}) are documented.
Again, both :ref:`transport-ssh+stdinserver` transport and the :ref:`job-source` format are documented.
Apply Configuration Changes
---------------------------
We need to restart the zrepl daemon on **both** `app-srv` and `backup-srv`.
This is [OS-specific]({{< relref "install/_index.md#restarting" >}}).
We need to restart the zrepl daemon on **both** ``app-srv`` and ``backup-srv``.
This is :ref:`OS-specific <install-restarting>`.
Watch it Work
-------------
A common setup is to `watch` the log output and `zfs list` of snapshots on both machines.
A common setup is to ``watch`` the log output and ``zfs list`` of snapshots on both machines.
If you like tmux, here is a handy script that works on FreeBSD:::
@ -177,7 +179,7 @@ Summary
Congratulations, you have a working pull backup. Where to go next?
* Read more about [configuration format, options & job types]({{< relref "configuration/_index.md" >}})
* Learn about [implementation details]({{<relref "impl/_index.md" >}}) of zrepl.
* Read more about :ref:`configuration format, options & job types <configuration_toc>`
* Learn about :ref:`implementation details <implementation_toc>` of zrepl.