zrepl/docs/content/tutorial/_index.md
Christian Schwarz 3e647c14c0 config: source job: rename field 'datasets' to 'filesystems'
While filesystems is also not the right term (since it excludes ZVOLs),
we want to stay consistent with comments & terminology used in docs.

BREAK CONFIG

fixes #17
2017-10-05 13:39:05 +02:00

182 lines
6.1 KiB
Markdown

---
title: "Tutorial"
weight: 1
---
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:
* `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
* 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`
## Analysis
We can model this situation as two jobs:
* 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`
* 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
{{%expand "Side note: why doesn't the **pull job** create the snapshots?" %}}
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
a gap in our backup history.
{{%/expand%}}
## Install zrepl
Follow the [OS-specific installation instructions]({{< relref "install/_index.md" >}}) and come back here.
## Configure `backup-srv`
We define a **pull job** named `pull_app-srv` in the [main configuration file]({{< relref "install/_index.md#configuration-files" >}} ):
```yaml
jobs:
- name: pull_app-srv
type: pull
connect:
type: ssh+stdinserver
host: app-srv.example.com
user: root
port: 22
identity_file: /etc/zrepl/ssh/identity
interval: 10m
mapping: {
"<":"storage/zrepl/pull/app-srv"
}
initial_repl_policy: most_recent
snapshot_prefix: zrepl_pull_backup_
prune:
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.
It uses the private key specified at `connect.identity_file` which we still need to create:
```bash
cd /etc/zrepl
mkdir -p ssh
chmod 0700 ssh
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.
Learn more about [stdinserver]({{< relref "configuration/transports.md#ssh-stdinserver" >}}) and the [**pull job** format]({{< relref "configuration/jobs.md#pull" >}}).
## 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`:
```yaml
jobs:
- name: pull_backup
type: source
serve:
type: stdinserver
client_identity: backup-srv.example.com
filesystems: {
"zroot/var/db": "ok",
"zroot/usr/home<": "ok",
"zroot/usr/home/paranoid": "!",
}
snapshot_prefix: zrepl_pull_backup_
interval: 10m
prune:
policy: grid
grid: 1x1d(keep=all)
```
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.
Open `/root/.ssh/authorized_keys` and add either of the the following lines.<br />
```
# for OpenSSH >= 7.2
command="zrepl stdinserver backup-srv.example.com",restrict CLIENT_SSH_KEY
# for older OpenSSH versions
command="zrepl stdinserver backup-srv.example.com",no-port-forwarding,no-X11-forwarding,no-pty,no-agent-forwarding,no-user-rc CLIENT_SSH_KEY
```
{{% notice info %}}
Replace CLIENT_SSH_KEY with the contents of `/etc/zrepl/ssh/identity.pub` from `app-srv`.<br/>
Mind the trailing `.pub` in the filename.<br />
The entries **must** be on a single line, including the replaced CLIENT_SSH_KEY.
{{% /notice %}}
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.
## 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" >}}).
## Watch it Work
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:
```bash
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_pull_backup_'"
tmux select-layout tiled
```
The Linux equivalent might look like this
```bash
# 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_pull_backup_'"
tmux select-layout tiled
```
## 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.