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135 lines
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135 lines
7.7 KiB
Markdown
[![GitHub license](https://img.shields.io/github/license/zrepl/zrepl.svg)](https://github.com/zrepl/zrepl/blob/master/LICENSE)
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[![Language: Go](https://img.shields.io/badge/language-Go-6ad7e5.svg)](https://golang.org/)
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[![User Docs](https://img.shields.io/badge/docs-web-blue.svg)](https://zrepl.github.io)
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[![Donate via Patreon](https://img.shields.io/endpoint.svg?url=https%3A%2F%2Fshieldsio-patreon.vercel.app%2Fapi%3Fusername%3Dzrepl%26type%3Dpatrons&style=flat&color=yellow)](https://patreon.com/zrepl)
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[![Donate via GitHub Sponsors](https://img.shields.io/static/v1?label=Sponsor&message=%E2%9D%A4&logo=GitHub&style=flat&color=yellow)](https://github.com/sponsors/problame)
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[![Donate via Liberapay](https://img.shields.io/liberapay/patrons/zrepl.svg?logo=liberapay)](https://liberapay.com/zrepl/donate)
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[![Donate via PayPal](https://img.shields.io/badge/donate-paypal-yellow.svg)](https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=R5QSXJVYHGX96)
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[![Twitter](https://img.shields.io/twitter/url/https/github.com/zrepl/zrepl.svg?style=social)](https://twitter.com/intent/tweet?text=Wow:&url=https%3A%2F%2Fgithub.com%2Fzrepl%2Fzrepl)
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# zrepl
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zrepl is a one-stop ZFS backup & replication solution.
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## User Documentation
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**User Documentation** can be found at [zrepl.github.io](https://zrepl.github.io).
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## Bug Reports
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1. If the issue is reproducible, enable debug logging, reproduce and capture the log.
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2. Open an issue on GitHub, with logs pasted as GitHub gists / inline.
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## Feature Requests
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1. Does your feature request require default values / some kind of configuration?
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If so, think of an expressive configuration example.
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2. Think of at least one use case that generalizes from your concrete application.
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3. Open an issue on GitHub with example conf & use case attached.
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4. **Optional**: [Post a bounty](https://www.bountysource.com/teams/zrepl) on the issue, or [contact Christian Schwarz](https://cschwarz.com) for contract work.
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The above does not apply if you already implemented everything.
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Check out the *Coding Workflow* section below for details.
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## Building, Releasing, Downstream-Packaging
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This section provides an overview of the zrepl build & release process.
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Check out `docs/installation/compile-from-source.rst` for build-from-source instructions.
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### Overview
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zrepl is written in [Go](https://golang.org) and uses [Go modules](https://github.com/golang/go/wiki/Modules) to manage dependencies.
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The documentation is written in [ReStructured Text](http://docutils.sourceforge.net/rst.html) using the [Sphinx](https://www.sphinx-doc.org) framework.
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Install **build dependencies** using `./lazy.sh devsetup`.
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`lazy.sh` uses `python3-pip` to fetch the build dependencies for the docs - you might want to use a [venv](https://docs.python.org/3/library/venv.html).
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If you just want to install the Go dependencies, run `./lazy.sh godep`.
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The **test suite** is split into pure **Go tests** (`make test-go`) and **platform tests** that interact with ZFS and thus generally **require root privileges** (`sudo make test-platform`).
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Platform tests run on their own pool with the name `zreplplatformtest`, which is created using the file vdev in `/tmp`.
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For a full **code coverage** profile, run `make test-go COVER=1 && sudo make test-platform && make cover-merge`.
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An HTML report can be generated using `make cover-html`.
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**Code generation** is triggered by `make generate`. Generated code is committed to the source tree.
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### Build & Release Process
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**The `Makefile` is catering to the needs of developers & CI, not distro packagers**.
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It provides phony targets for
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* local development (building, running tests, etc)
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* building a release in Docker (used by the CI & release management)
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* building .deb and .rpm packages out of the release artifacts.
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**Build tooling & dependencies** are documented as code in `lazy.sh`.
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Go dependencies are then fetched by the go command and pip dependencies are pinned through a `requirements.txt`.
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**We use CircleCI for continuous integration**.
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There are two workflows:
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* `ci` runs for every commit / branch / tag pushed to GitHub.
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It is supposed to run very fast (<5min and provides quick feedback to developers).
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It runs formatting checks, lints and tests on the most important OSes / architectures.
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Artifacts are published to minio.cschwarz.com (see GitHub Commit Status).
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* `release` runs
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* on manual triggers through the CircleCI API (in order to produce a release)
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* periodically on `master`
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Artifacts are published to minio.cschwarz.com (see GitHub Commit Status).
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**Releases** are issued via Git tags + GitHub Releases feature.
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The procedure to issue a release is as follows:
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* Issue the source release:
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* Git tag the release on the `master` branch.
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* Push the tag.
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* Run `./docs/publish.sh` to re-build & push zrepl.github.io.
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* Issue the official binary release:
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* Run the `release` pipeline (triggered via CircleCI API)
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* Download the artifacts to the release manager's machine.
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* Create a GitHub release, edit the changelog, upload all the release artifacts, including .rpm and .deb files.
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* Issue the GitHub release.
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* Add the .rpm and .deb files to the official zrepl repos, publish those.
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**Official binary releases are not re-built when Go receives an update. If the Go update is critical to zrepl (e.g. a Go security update that affects zrepl), we'd issue a new source release**.
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The rationale for this is that whereas distros provide a mechanism for this (`$zrepl_source_release-$distro_package_revision`), GitHub Releases doesn't which means we'd need to update the existing GitHub release's assets, which nobody would notice (no RSS feed updates, etc.).
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Downstream packagers can read the changelog to determine whether they want to push that minor release into their distro or simply skip it.
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### Additional Notes to Distro Package Maintainers
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* Use `sudo make test-platform-bin && sudo make test-platform` **on a test system** to validate that zrepl's abstractions on top of ZFS work with the system ZFS.
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* Ship a default config that adheres to your distro's `hier` and logging system.
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* Ship a service manager file and _please_ try to upstream it to this repository.
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* `dist/systemd` contains a Systemd unit template.
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* Ship other material provided in `./dist`, e.g. in `/usr/share/zrepl/`.
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* Have a look at the `Makefile`'s `ZREPL_VERSION` variable and how it passed to Go's `ldFlags`.
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This is how `zrepl version` knows what version number to show.
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Your build system should set the `ldFlags` flags appropriately and add a prefix or suffix that indicates that the given zrepl binary is a distro build, not an official one.
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* Make sure you are informed about new zrepl versions, e.g. by subscribing to GitHub's release RSS feed.
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## Contributing Code
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* Open an issue when starting to hack on a new feature
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* Commits should reference the issue they are related to
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* Docs improvements not documenting new features do not require an issue.
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### Breaking Changes
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Backward-incompatible changes must be documented in the git commit message and are listed in `docs/changelog.rst`.
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### Glossary & Naming Inconsistencies
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In ZFS, *dataset* refers to the objects *filesystem*, *ZVOL* and *snapshot*. <br />
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However, we need a word for *filesystem* & *ZVOL* but not a snapshot, bookmark, etc.
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Toward the user, the following terminology is used:
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* **filesystem**: a ZFS filesystem or a ZVOL
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* **filesystem version**: a ZFS snapshot or a bookmark
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Sadly, the zrepl implementation is inconsistent in its use of these words:
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variables and types are often named *dataset* when they in fact refer to a *filesystem*.
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There will not be a big refactoring (an attempt was made, but it's destroying too much history without much gain).
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However, new contributions & patches should fix naming without further notice in the commit message.
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