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# zfsbk utils
This is a minimalistic utility to manage backups for systems using the
outstanding [http://en.wikipedia.org/wiki/ZFS ZFS] filesystem.
It relies on Snapshots to provide:
* local backups they help you recover files from earlier in time.
* remote backups they help you recover whole datasets for system failures.
## Snapshot management
You run `zfssnap.sh` for taking snapshots, typically from cron:
vim /etc/crontab ...
# take hourly snapshot, keep 24 of them
@hourly root /usr/local/sbin/zfssnap.sh hour 24
This will create, every hour, a new ZFS snapshot tagged 'hour':
# ls /.zfs/snapshot/
zbk-hour-20140318-140000
zbk-hour-20140318-150000
zbk-hour-20140318-160000
Only 24 of these snapshots will be kept (see Rotation below). The name of each
snapshot comes with format `zbk-[tag]-[date]-[time]`. Date is `YYYYMMDD` and
time is `hhmmss`.
### Snapshot groups
Each snapshot is tagged:
# create a snapshot tagged 'foobar'. Maintain 10 at all times
zfssnap.sh foobar 10
Snapshots with the same tag make a **snapshot group**. For example, the
`foobar` group will count up to 10 members at all times.
Multiple groups can exist, just take snapshots with different tags:
# take 2 'hourly' snaps
zfssnap.sh hourly 10
# take 2 'daily' snaps
zfssnap.sh daily 10
# ls /.zfs/snapshot
zfs-hourly-20140318-140001
zfs-hourly-20140318-140003
zfs-daily-20140318-140110
zfs-daily-20140318-140111
zfs-daily-20140318-140112
zfs-daily-20140318-140114
Neither `zfssnap.sh` nor ZFS put a limit on the number of snaps you can
maintain. The tool was tested with over 200. Bear in mind that it's shell
scripts, so inherent limitations of arguments length could get in your way.
I recommend staying under 50 snaps per group and 200 snaps total.
### Snapshot rotation
`zfssnap.sh` takes a new snapshot every time it's run. When the number of
existing snapshots exceeds the given limit, the oldest snapshot of that group
(tag) is removed, so only so many are kept:
# take snap xyz, then keep only last 2 from xyz group
zfssnap.sh xyz 2
This bounds the number of snapshots for each group to 2. To remove all snaps in a group, simply pass ''i'' as limit:
# remove all snaps of group xyz
zfssnap.sh xyz 0
### Recovering files (local backup)
Lost a file? Find it under:
# list content of michele's home at 2pm (1400)
ls /.zfs/snapshot/zbk-hour-140000/home/michele
Notice that you must look for the `/.zfs` directory at the root of the dataset actually holding it:
# list content of michele's home, if /home is on zroot/home
ls /home/.zfs/snapshot/zbk-hour-140000/michele
### Full snapshot management cron example
# take 15' backups for the last hour
*/15 * * * * root /usr/local/sbin/zfssnap.sh qrt 4
# take hourly backups for the 6 hours
1 * * * * root /usr/local/sbin/zfssnap.sh hourly 6
# take 6-hours backups for the last day
1 */6 * * * root /usr/local/sbin/zfssnap.sh 6hr 4
# take daily backups for the last week
1 1 * * * root /usr/local/sbin/zfssnap.sh day 7
# take weekly backups for the last 2 months
1 1 * * 1 root /usr/local/sbin/zfssnap.sh week 8
### Excluding dataset from backup
`zfssnap.sh` takes a recursive backup of the `zroot` pool. If you do not intend
to maintain backups for certain datasets, you can exclude them with the
`EXCLUDES` and `EXTRA_EXCLUDES` **environment variables**:
# exclude only these datasets
EXCLUDES=“/mydataset/foobar"
# exclude these datasets in addition to default exclusions
EXTRA_EXCLUDES=“/mydataset/foobar"
Notice that these are **dataset names**, not mountpoints! If dataset
`zroot/foo` is at mountpoint `/bar`, specify `/foo` here.
The following datasets, common for FreeBSD users, are excluded by default:
* `/usr/ports`
* `/usr/src`
* `/backups`
If you do not want these excluded, pass an empty `EXCLUDES` envvar.
## Generating remote backups
The `zfsbk.sh` lets you generate backups and upload them to a remote location.
This takes a snapshot with tag `mybk` and serializes it in file `/backups/zbk-mybk-140000.dump`:
# generate ZFS streaming package, save to /backups folder
/usr/local/sbin/zfsbk.sh mybk
ls /backups
zfs-mybk-20140318-061900.dump
## Incremental backups
Pass a number to `zfsbk.sh` and it will create incremental snapshots:
# 1. make full replication if this is the first snap in group
# 2. else make incremental replication wrt latest snap in group
# 3. reset the snap group after 1+9 steps have been made
/usr/local/sbin/zfsbk.sh mybk 10
Incremental packages are named after their snapshot endpoints:
ls /backups
zbk-mybk-20140318-140000--zbk-mybk-20140318-150000.dump
If the given integer is 1, `zfsbk.sh` sends full replication packages for every
run.
## Uploading backups remotely
`zfsbk.sh` can upload each replication package after generating it, at the end of the run.
Pass the destination coordinates with the `UPLOAD_PATH` environment variable.
Currently, rsync:// and scp:// are supported:
# take snap, generate backup, upload it to remote server
UPLOAD_PATH="rsync://user@backup.server.com::server12/" /usr/local/sbin/zfsbk.sh mybk 10
`zfsbk.sh` relies on `zfssnap.sh` to take the snapshot to backup. Therefore, you can exclude
different datasets from its backup by passing the respective `EXCLUDES` or `EXTRA_EXCLUDES`
variables:
# take selective backup
EXTRA_EXCLUDES="/jails/test.dom.com" /usr/local/sbin/zfsbk.sh mybk 1