zrepl/docs/tutorial.rst
2018-10-11 18:03:18 +02:00

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.. include:: global.rst.inc
.. _tutorial:
Tutorial
========
This tutorial shows how zrepl can be used to implement a ZFS-based pull backup.
We assume the following scenario:
* Production server ``prod`` 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
* Backup server ``backups`` with
* Filesystem ``storage/zrepl/pull/prod`` + children dedicated to backups of ``prod``
Our backup solution should fulfill the following requirements:
* Periodically snapshot the filesystems on ``prod`` *every 10 minutes*
* Incrementally replicate these snapshots to ``storage/zrepl/pull/prod/*`` on ``backups``
* Keep only very few snapshots on ``prod`` to save disk space
* Keep a fading history (24 hourly, 30 daily, 6 monthly) of snapshots on ``backups``
Analysis
--------
We can model this situation as two jobs:
* A **source job** on ``prod``
* Creates the snapshots
* Keeps a short history of snapshots to enable incremental replication to ``backups``
* Accepts connections from ``backups``
* A **pull job** on ``backups``
* Connects to the ``zrepl daemon`` process on ``prod``
* Pulls the snapshots to ``storage/zrepl/pull/prod/*``
* Fades out snapshots in ``storage/zrepl/pull/prod/*`` 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 ``prod`` and ``backups`` 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, ``backups`` will catch up with the snapshots taken by ``prod`` in the meantime, without a gap in our backup history.
Install zrepl
-------------
Follow the :ref:`OS-specific installation instructions <installation>` and come back here.
Configure server ``backups``
----------------------------
We define a **pull job** named ``pull_prod`` in ``/etc/zrepl/zrepl.yml`` or ``/usr/local/etc/zrepl/zrepl.yml`` on host ``backups`` : ::
jobs:
- name: pull_prod
type: pull
connect:
type: tcp
address: "192.168.2.20:2342"
root_fs: "storage/zrepl/pull/prod"
interval: 10m
pruning:
keep_sender:
- type: not_replicated
- type: last_n
count: 10
keep_receiver:
- type: grid
grid: 1x1h(keep=all) | 24x1h | 30x1d | 6x30d
regex: "^zrepl_"
interval: 10m
The ``connect`` section instructs the zrepl daemon to use plain TCP transport.
Check out the :ref:`transports <transport>` section for alternatives that support encryption.
.. _tutorial-configure-prod:
Configure server ``prod``
-------------------------
We define a corresponding **source job** named ``source_backups`` in ``/etc/zrepl/zrepl.yml`` or ``/usr/local/etc/zrepl/zrepl.yml`` on host ``prod`` : ::
jobs:
- name: source_backups
type: source
serve:
type: tcp
listen: ":2342"
clients: {
"192.168.2.10" : "backups"
}
filesystems: {
"zroot/var/db:": true,
"zroot/usr/home<": true,
"zroot/usr/home/paranoid": false
}
snapshotting:
type: periodic
prefix: zrepl_
interval: 10m
The ``serve`` section whitelists ``backups``'s IP address ``192.168.2.10`` and assigns it the client identity ``backups`` which will show up in the logs.
Again, check the :ref:`docs for encrypted transports <transport>`.
Apply Configuration Changes
---------------------------
We need to restart the zrepl daemon on **both** ``prod`` and ``backups``.
This is :ref:`OS-specific <usage-zrepl-daemon-restarting>`.
Watch it Work
-------------
Run ``zrepl status`` on ``prod`` to monitor the replication and pruning activity.
Additionally, you can check the detailed structured logs of the `zrepl daemon` process and use GNU *watch* to view the snapshots present on both machines.
If you like tmux, here is a handy script that works on FreeBSD: ::
pkg install gnu-watch tmux
tmux new-window
tmux split-window "tail -f /var/log/zrepl.log"
tmux split-window "gnu-watch 'zfs list -t snapshot -o name,creation -s creation | grep zrepl_'"
tmux select-layout tiled
The Linux equivalent might look like this: ::
# make sure tmux is installed & let's assume you use systemd + journald
tmux new-window
tmux split-window "journalctl -f -u zrepl.service"
tmux split-window "watch 'zfs list -t snapshot -o name,creation -s creation | grep zrepl_'"
tmux select-layout tiled
Summary
-------
Congratulations, you have a working pull backup. Where to go next?
* Read more about :ref:`configuration format, options & job types <configuration_toc>`
* Configure :ref:`logging <logging>` \& :ref:`monitoring <monitoring>`.
* Learn about :ref:`implementation details <implementation_toc>` of zrepl.