Backup and Recovery

By Don Baccus with additions by Joel Aufrecht


OpenACS docs are written by the named authors, and may be edited by OpenACS documentation staff.

Backup Strategy

The purpose of backup is to enable recovery. Backup and recovery are always risky; here are some steps that minimize the chance recovery is necessary:

  • Store everything on a fault-tolerant disk array (RAID 1 or 5 or better).

  • Use battery backup.

  • Use more reliable hardware, such as SCSI instead of IDE.

These steps improve the chances of successful recovery:

  • Store backups on a third disk on another controller

  • Store backups on a different computer on a different network in a different physical location. (Compared to off-line backup such as tapes and CDRs, on-line backup is faster and more likely to succeed, but requires maintenance of another machine.)

  • Plan and configure for recovery from the beginning.

  • Test your recovery strategy from time to time.

  • Make it easy to maintain and test your recovery strategy, so that you are more likely to do it.

OpenACS installations comprise files and database contents. If you follow the reference install and put all files, including configuration files, in /var/lib/aolserver/service0/, and back up the database nightly to a file in /var/lib/aolserver/service0/database-backup, then you can apply standard file-based backup strategies to /var/lib/aolserver/service0

Manual backup and recovery

This section describes how to make a one-time backup and restore of the files and database. This is useful for rolling back to known-good versions of a service, such as at initial installation and just before an upgrade. First, you back up the database to a file within the file tree. Then, you back up the file tree. All of the information needed to rebuild the site, including the AOLserver config files, is then in tree for regular file system backup.

  1. Back up the database to a file. 

    • Oracle. 

      • Download the backup script. Save the file export-oracle.txt as /tmp/export-oracle.txt

      • Login as root. The following commands will install the export script:

                        joeuser:~$ su -
                        Password: ***********
                        root:~# cp /tmp/export-oracle.txt /usr/sbin/export-oracle
                      root:~# chmod 700 /usr/sbin/export-oracle
      • Setup the export directory; this is the directory where backups will be stored. We recommend the directory /ora8/m02/oracle-exports.

                        root:~# mkdir /ora8/m02/oracle-exports
                        root:~# chown oracle.dba /ora8/m02/oracle-exports
                      root:~# chmod 770 /ora8/m02/oracle-exports
      • Now edit /usr/sbin/export-oracle and change the SERVICE_NAME and DATABASE_PASSWORD fields to their correct values. If you want to use a directory other than /ora8/m02/oracle-exports, you also need to change the exportdir setting.

        Test the export procedure by running the command:

                        root:~# /usr/sbin/export-oracle
                        mv: /ora8/m02/oracle-exports/oraexport-service_name.dmp.gz: No such file or directory
        
                        Export: Release 8.1.6.1.0 - Production on Sun Jun 11 18:07:45 2000
        
                        (c) Copyright 1999 Oracle Corporation.  All rights reserved.
        
        
                        Connected to: Oracle8i Enterprise Edition Release 8.1.6.1.0 - Production
                        With the Partitioning option
                        JServer Release 8.1.6.0.0 - Production
                        Export done in US7ASCII character set and US7ASCII NCHAR character set
                        . exporting pre-schema procedural objects and actions
                        . exporting foreign function library names for user SERVICE_NAME 
                        . exporting object type definitions for user SERVICE_NAME 
                        About to export SERVICE_NAME's objects ...
                        . exporting database links
                        . exporting sequence numbers
                        . exporting cluster definitions
                        . about to export SERVICE_NAME's tables via Conventional Path ...
                        . exporting synonyms
                        . exporting views
                        . exporting stored procedures
                        . exporting operators
                        . exporting referential integrity constraints
                        . exporting triggers
                        . exporting indextypes
                        . exporting bitmap, functional and extensible indexes
                        . exporting posttables actions
                        . exporting snapshots
                        . exporting snapshot logs
                        . exporting job queues
                        . exporting refresh groups and children
                        . exporting dimensions
                        . exporting post-schema procedural objects and actions
                        . exporting statistics
                      Export terminated successfully without warnings.
    • PostgreSQL. Create a backup file and verify that it was created and has a reasonable size (several megabytes).

      [root@localhost root]# su - service0
                  [service0@localhost service0]$ pg_dump -f /var/lib/aolserver/service0/database-backup/before_upgrade_to_4.6.dmp service0
                  [service0@localhost service0]$ ls -al /var/lib/aolserver/service0/database-backup/before_upgrade_to_4.6.dmp 
                  -rw-rw-r-x    1 service0  service0   4005995 Feb 21 18:28 /var/lib/aolserver/service0/database-backup/before_upgrade_to_4.6.dmp
                  [service0@localhost service0]$ exit
                  [root@localhost root]#
                  
      su - service0
                  pg_dump -f /var/lib/aolserver/service0/database-backup/before_upgrade_to_4.6.dmp openacs-dev
                  ls -al /var/lib/aolserver/service0/database-backup/before_upgrade_to_4.6.dmp
                  exit
  2. Back up the file system. Back up all of the files in the service, including the database backup file but excluding the auto-generated supervise directory, which is unneccesary and has complicated permissions.

    In the tar command,

    • c create a new tar archive

    • p preserves permissions.

    • s preserves file sort order

    • j compresses the output with bz2.

    • The --exclude clauses skips some daemontools files that are owned by root and thus cannot be backed up by the service owner. These files are autogenerated and we don't break anything by omitting them.

    • The --file clause specifies the name of the output file to be generated; we manually add the correct extensions.

    • The last clause, /var/lib/aolserver/service0/, specifies the starting point for backup. Tar defaults to recursive backup.

    [root@yourserver root]# su - service0
            [service0@yourserver service0]$ tar -cpsj --exclude /var/lib/aolserver/service0/etc/daemontools/supervise --file /tmp/service0-backup.tar.bz2 /var/lib/aolserver/service0/ 
            tar: Removing leading `/' from member names
            [service0@yourserver service0]$
  3. Suffer a catastrophic failure on your production system. (We'll simulate this step)

    [root@yourserver root]# svc -d /service/service0
            [root@yourserver root]# mv /var/lib/aolserver/service0/ /var/lib/aolserver/service0.lost
            [root@yourserver root]# rm /service/service0
            rm: remove symbolic link `/service/service0'? y
            [root@yourserver root]# ps -auxw | grep service0
            root      1496  0.0  0.0  1312  252 ?        S    16:58   0:00 supervise service0
            [root@yourserver root]# kill 1496
            [root@yourserver root]# ps -auxw | grep service0
            [root@yourserver root]# su - postgres
            [postgres@yourserver pgsql]$ dropdb service0
            DROP DATABASE
            [postgres@yourserver pgsql]$ dropuser service0
            DROP USER
            [postgres@yourserver pgsql]$ exit
            logout
            [root@yourserver root]#
  4. Recovery. 

    1. Restore the operating system and required software. You can do this with standard backup processes or by keeping copies of the install material (OS CDs, OpenACS tarball and supporting software) and repeating the install guide. Recreate the service user (service0).

    2. Restore the OpenACS files and database backup file.

      [root@yourserver root]# su - service0
                  [service0@yourserver service0]$ cd /var/lib/aolserver
                  [service0@yourserver aolserver]$ tar xjf /tmp/service0-backup.tar.bz2
                  [service0@yourserver aolserver]$ chmod -R 775 service0
                  [service0@yourserver aolserver]$ chown -R service0.web service0
      
                  
    3. Restore the database

      • Oracle. 

        1. Set up a clean Oracle database user and tablespace (more information).

        2. Invoke the import command

          imp service0/service0 FILE=/var/lib/aolserver/service0/database-backup/nighty_backup.dmp
      • Postgres. 

        Because of a bug in Postgres backup-recovery, database objects are not guaranteed to be created in the right order. To compensate, we pre-creating some critical items first, which leads to some harmless errors.

        [root@yourserver root]# su - postgres
                        [postgres@yourserver pgsql]$ createuser service0
                        Shall the new user be allowed to create databases? (y/n) y
                        Shall the new user be allowed to create more new users? (y/n) y
                        CREATE USER
                        [service0@yourserver web]$ createdb service0
                        CREATE DATABASE
                        [service0@yourserver web]$ psql -f /var/lib/aolserver/service0/packages/acs-kernel/sql/postgresql/postgresql.sql service0
                        (many lines omitted)
                        [service0@yourserver web]$ psql service0 < /var/lib/aolserver/service0/database-backup/database-backup.dmp
                        (many lines omitted)
                        [service0@yourserver web]$ exit
                        [postgres@yourserver pgsql]$ exit
                        logout
                        
    4. Activate the service

      [root@yourserver root]# ln -s /var/lib/aolserver/service0/etc/daemontools /service/service0
                  [root@yourserver root]# sleep 10
                  [root@yourserver root]# svgroup web /service/service0
                  [root@yourserver root]#

Automated Backup (OPTIONAL)

The recommended backup strategy for a production sit is to use an automated script which first backs up the database to a file in /var/lib/aolserver/service0/database-backup and then backs up all of /var/lib/aolserver/service0 to a single zip file, and then copies that zip file to another computer.

  1. Make sure that the manual backup process described above works.

  2. Customize the default backup script. Edit /var/lib/aolserver/service0/etc/backup.sh with your specific parameters.

  3. Make sure the file is executable:

    chmod +x backup.sh
  4. Set this file to run automatically by adding a line to root's crontab. (Typically, with export EDITOR=emacs; crontab -e.) This example runs the backup script at 1:30 am every day.

    30 1 * * * *        sh /var/lib/aolserver/service0/etc/backup.sh

Using CVS for backup-recovery

CVS-only backup is often appropriate for development sites. If you are already using CVS and your data is not important, you probably don't need to do anything to back up your files. Just make sure that your current work is checked into the system. You can then roll back based on date - note the current system time, down to the minute. For maximum safety, you can apply a tag to your current files. You will still need to back up your database.

Note that, if you did the CVS options in this document, the /var/lib/aolserver/service0/etc directory is not included in cvs and you may want to add it.

[root@localhost root]# su - service0
    [service0@localhost service0]$ cd /var/lib/aolserver/service0
    [service0@localhost service0]$ cvs commit -m "last-minute commits before upgrade to 4.6"
    cvs commit: Examining .
    cvs commit: Examining bin
    (many lines omitted)
    [service0@localhost service0]$ cvs tag before_upgrade_to_4_6
    cvs server: Tagging bin
    T bin/acs-4-0-publish.sh
    T bin/ad-context-server.pl
    (many lines omitted)
    [service0@localhost service0]$ exit
    [root@localhost root]# 
    
su - service0
    cd /var/lib/aolserver/service0
    cvs commit -m "last-minute commits before upgrade to 4.6"
    cvs tag before_upgrade_to_4_6
    exit

To restore files from a cvs tag such as the one used above:

[root@localhost root]# su - service0
    [service0@localhost service0]$ cd /var/lib/aolserver/service0
    [service0@localhost service0]$ cvs up -r current
    [service0@localhost service0]$ exit
    
su - service0
    cd /var/lib/aolserver/service0
    cvs up -r current
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