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There's lots of very good approaches in the comments.
But I'd like to play the devil's advocate: how many of you have actually recovered from a disaster that way? Ideally as a test, of course.
A backup system that has never done a restore operations must be assumed to be broken. similar logic should be applied to disaster recovery.
And no: I use Ansible/Docker combined approach that I'm reasonably sure could quite easily recover most stuff, but I've not yet fully rebuilt from just that yet.
I have (more than I’d like to admit) recovered entirely from backups.
I run proxmox, everything else in a VM. All VMs get backed up to three different places once a week, backups are tested monthly on a rando proxmox box to make sure they still work. I do like the backup system built into it, serves my needs well.
Proxmox could die and it wouldn’t make much of a difference. I reinstall proxmox, restore the VMs and I’m good to go again.
I restored from a backup when I swapped to a bigger SSD. Worked perfectly first try. I use rsnapshot for backups.
I'm not sure what Ansible does that a simple Docker Compose doesn't yet but I will look into it more!
My real backup test run will be soon I think - for now I'm moving from windows to docker, but eventually I want to get an older laptop, put linux on it and just move everything to the docker on it instead and pretend it's a server. The less "critical" stuff I have on my main PC, the less I'm going to cry when I inevitably have to reinstall the OS or replace the drives.
I just use Ansible to prepare the OS, set up a dedicated user, install/setup Rootless Docker and then Sync all the docker compose files from the same repo to the appropriate server and launch/update as necessary. I also use it to centrally administer any cron jobs like for backup.
Basically if I didn't forget anything (which is always possible) I should be able to pick a brand new RPi with an SSD and replace one of mine with a single command.
It also allows me to keep my entire setup "documented" and configured in a single git repository.
While rsync is great, I recovered partially from an outtage... Containers with databases need special care: dumping there database...
Lesson learned !
I've had a complete drive failure twice within the last year (really old hardware) and my ansible + docker + backup made it really easy to recover from. I got new hardware and was back up and running within a few hours.
All of your services setup should be automated (through docker-compose or ansible or whatever) and all your configuration data should be backed up. This should make it easy to migrate services from one machine to another, and also to recover from a disaster.
Pre.....pare....? What's that? Some sorta fruit?
My configuration and deployment is managed entirely via an Ansible playbook repository. In case of absolute disaster, I just have to redeploy the playbook. I do run all my stuff on top of mirrored drives so a single failure isn't disastrous if I replace the drive quickly enough.
For when that's not enough, the data itself is backed up hourly (via ZFS snapshots) to a spare pair of drives and nightly to S3 buckets in the cloud (via restic). Everything automated with systemd timers and some scripts. The configuration for these backups is part of the playbooks of course. I test the backups every 6 months by trying to reproduce all the services in a test VM. This has identified issues with my restoration procedure (mostly due to potential UID mismatches).
And yes, I have once been forced to reinstall from scratch and I managed to do that rather quickly through a combination of playbooks and well tested backups.
Dang I really like your idea of testing the backup in a VM… I was worried about how I’d test mine since I only have the one machine, but a VM on my desktop or something should do just fine.
I rsync my root and everything under it to a NAS, will hopefully save my data. I wrote some scripts manually to do that.
I think the next best thing to do is to doco your setup as mich as possible. Either by typed up notes, or ansible/packer/whatever, any documentation is better than nothing if you have to rebuild.
I have a 16tb USB HDD that syncs to my NAS whenever my workstation is idle for 20 minutes.
I run history and then clean it up so i have a guide to follow on the next setup. It’s not even so much for drive failure but to move to the newer OS versions when available.
The ‘data’ is backed up by scripts that tar folders up and scp them off to another server.
Radical suggestion:
Once a... year? There's a lot that can change in a year. Cloud storage can be pretty cheap these days. Backup to something like backblaze, S3 or Glacier nightly instead.
You can save periodically to it like once a month but keep one as a yearly backup.
Infrastructure as code/config as code.
The configurations of all the actual machines is managed by Puppet, with all its configs in a git repo. All the actual applications are deployed on top of Kubernetes, with all the configurations managed by helmfile and also tracked in git. I don't set anything up - I describe how I want things configured, and the tools do the actual work.
There is a "cold start" issue in my scheme - puppet requires a server component that runs on Kubernetes but I can't deploy onto kubernetes until the host machines have had their puppet manifests applied, but at that point I can just read the code and do enough of the config by hand to bootstrap everything up from scratch if I have to
rm -rf /Congratulations, you now know what’s required. :-P
I have all my configuration as Ansible and Terraform code, so everything can be destroyed and recreated with no effort.
When it comes to the data, I made some bash script to copy, compress, encrypt and upload them encrypted. Not sure if this is the best but it is how I'm dealing with it right now.
I've got a similar setup, but use Kopia for backup which does all that you describe but also handles deduplication of data very well.
For example I've added older less structured backups to my "good" backup now and since there is a lot of duplication between a 4 year old backup and a 5 year old backup it barely increased the storage space usage.
That sounds a lot like how I keep my stuff safe, I use backblaze for my off-site backup
Great summary. How does work the provision with terraform? Do you have some guide? Is possible to provision LXC/VM on proxmox with ansible instead?
I use the bpg/proxmox module to manage proxmox with terraform.
LXC was pretty straight forward. Use the proxmox_virtual_environment_container module and set parameters.
Basically I have an image that is based on a cloudinit image for Ubuntu (which I create and upload to proxmox with Ansible - but it wouldn't be hard to do manually in case of a disaster recovery). I then clone that image to create new VMs using the proxmox_virtual_environment_vm module.
For recovery:
Note that some data may need additional handling, for example databases should be dumped not rsunced.
My docker containers are all configured via docker compose so I just tar the .yml files and the outside data volumes and backup that to an external drive.
For configs living in /etc you can also backup all of them but I guess its harder to remember what you modified and where so this is why you document your setup step by step.
Something nice and easy I use for personal documentations is mdbooks.
Ahh, so the best docker practice is to always just use outside data volumes and backup those separately, seems kinda obvious in retrospect. What about mounting them directly to the NAS (or even running docker from NAS?), for local networks the performance is probably good enough? That way I wouldn't have to schedule regular syncs and transfers between "local" device storage and NAS? Dunno if it would have a negative effect on drive longevity compared to just running a daily backup.
By using NixOS and tracking the config files with git
For real, saves so much space that would be used for VM backups.
Aside from that, I have anything important backed up to my NAS, and Duplicati backs up from there to Backblaze B2.
I actually run everything in VMs and have two hypervisors that sync everything to each other constantly, so I have hot failover capability. They also back up their live VMs to each other every day or week depending on the criticality of the VM. That way I also have some protection against OS issues or a wonky update.
Probably overkill for a self hosted setup but I’d rather spend money than time fixing shit because I’m lazy.
HA is not redundancy. It may protect from a drive failure but it completely ignores data corruption issues.
I learned this the hard way when my cryptomator decided to corrupt some of my files, and I noticed but didn't have backups.
That’s why I also do backups, as I mentioned.
yeah, there's a bunch of lessons that tend to only be learned the hard way, despite most guides mentioning them.
similarly to how RAID should not be treated as a backup.
My server has a raid1 mdadm boot drive. And an 8 dive raid6 with zfs. It's been running for 14 years now. The only thing that I haven't replaced over it's lifetime is the chassis. In fact the proc let out the magic smoke a few weeks ago, after some new parts it's still going strong.
I run everything on a 2 node proxmox cluster with ZFS mirror volumes and replication of the VMs and CTs between them, run PBS with hourly snapshots, and sync that to multuple USB drives I swap off site.
The docker VM can be ZFS snapshotted before major updates so I can rollback.
You should get another node, otherwise when node1 fails node2 will reboot itself and then do nothing because it has no quorum
pvecm expected 1
I know, but every time I had to do that it felt like it's a jank solution. If you have a raspberry pi or smth like that you can also set it up as a qdevice.
...and if you're completely fine with how it is you can also just leave it like it is
So I started to write a reply that said basically that I was OK doing that manually, but thought that "hell, I have a PBS box on the network that would do that fine". So it took about 3 minutes to install the corosync-qdevice packages on all three and enable it. Good to go.
Thanks for the kick in the ass.
So since I now had a "quorate" cluster again, I thought I'd try out HA. I'd always been under the impression that unless you had a shared storage LUN, you couldn't HA anything. But I thought I'd trigger a replication and then down the 2nd node just as a test. And lo and behold, the first node brought up my OPNsense VM from the replicated image about 2 minutes after the second node lost contact, and internet starts working again.
I'm really excited about having that feature working now. This was a good night, thank you.
If you need another thing to do, you could try to make your opnsense HA and never have your internet stop working while rebooting a node. It's pretty simple to set up, you might finish it in 1-2 evenings. Happy clustering!
I'll look into that. I did see the option in opnsense once upon a time but never investigated it.
My whole environment is in docker-compose which is "backed" to github.
My config/system drive is backed with veeam to one drive.
The backup is backed with rsync to another drive every week.
But: I only have a 1-drive NAS because I don't have the place for a proper PC with drive caddies and a commercial nas (synology, qnap) are not my jam because I'd need a transcoding capable gpu and those models are overpriced for what I need.
And with plain debian I get unlimited system updates (per distro release) and learn linux along the way.
Most of the docker services use mounted folders/files, which I usually store in the users home folder /home/username/Docker/servicename.
Now, my personal habit of choice is to have user folders on a separate drive and mount them into /home/username. Additionally, one can also mount /var/lib/docker this way. I also spin up all of these services with portainer. The benefit is, if the system breaks, I don't care that much, since everything is on a separate drive. In case of needing to re-setup everything again, I just spin up portainer again which does the rest.
However, this is not a backup, which should be done separately in one way or the other. But it's for sure safer than putting all the trust into one drive/sdcard etc.
I used to (over a span of about 4 years now) just rely on a RaidZ2 (ZFS) pool (faulted drive replacements never gave any issues) but I recently did an expansion of the array plus OS reinstall and only now am I starting to incorporate Docker containers into my workflows. The live data is in ~ and nightly rsynced onto the new larger RaidZ2 pool but there is also data on that pool which I've thus far never stored anywhere else.
So my answer to the question would be an off-site unraid install which is still in the works. This really will only be that. A catastophe insurance. I probably won't even rely on parity drives there in order to maximize space since I already have double parity on ZFS.
As far as reinstallation goes, I don't feel like restoring ~ and running docker compose for all the services again would be too much of a hassle.
I put all docker data in one directory (or rather, a btrfs subvolume) and both snapshot and back it up daily to multiple machines. docker-compose files are also kept in the same subvolume.
My latest server is NixOS, so I don't even bother backing up the root subvolume, since the actual config is tracked on git and replicated on multiple machines. If I want to reinstall, I can just install NixOS and deploy the config, then just copy over the docker subvolume, and rebuild the containers. Some of this could be automated further (nixos-anywhere and disko look promising for the actual OS install) but my systems don't typically break often enough for that to be a significant issue.
You can go even further and either just use nix for the services, or use nix to build containers themselves, but I have a working setup already and it's good enough, and I can easily switch to another distribution if issues start occurring in NixOS.
On my main server: I have my SSD RAID1 ZFS snapshots of my container appdata, VM VHDs and docker image, that is also backed up as a full backup once per night to the RAID10 array, then rsynced to the backup server which then is uploaded to the cloud.
The data on the RAID is backups, repos or media that I’ve deposited there for an extra copy it for serving via Plex/Jellyfin. I have extra copies of the data, and if I were to lose the array totally, I wouldn’t be pleased, but my personal pictures/videos wouldn’t be in danger.
I run two back up servers, which both upload to the cloud. One of which takes bare metal images of all my computers (sans servers bulk drives), the other which takes live folders.
This is more due to convenience so that I can pull a bare metal image to restore a device, or easily go find a file with versioning online if necessary on both accounts.
As a wise man said, you can never have too many backups.
I use docker so don't really have to worry about reproducibility of the Services or configurations. Docker will fetch the right services and versions. I've documented the core configurations so I can set them back up relatively easily. Anything custom I haven't documented I'll just have to remember or find I need to reset up.
configs are backed up I can spin up a new container in minutes, I just accept the manual labor. It's probably a good thing to clean out the spiders and skeletons every now and then.