REAR(8)

NAME
rear - bare metal disaster recovery and system migration tool

SYNOPSIS

rear [-h|--help] [-V|--version] [-dsSv] [-D|--debugscripts SET] [-c DIR] [-C CONFIG] [-r KERNEL] [--] COMMAND [ARGS...]

DESCRIPTION

Relax-and-Recover is the leading Open Source disaster recovery solution. It is a modular framework with many ready-to-go workflows for common situations.

Relax-and-Recover produces a bootable image. This image can repartition the system. Once that is done it initiates a restore from backup. Restores to different hardware are possible. Relax-and-Recover can therefore be used as a migration tool as well.

Currently Relax-and-Recover supports various boot media (incl. ISO, PXE, OBDR tape, USB or eSATA storage), a variety of network protocols (incl. sftp, ftp, http, nfs, cifs) for storage and backup as well as a multitude of backup strategies (incl. IBM Tivoli Storage Manager, HP DataProtector, Symantec NetBackup, EMC NetWorker, EMC Avamar, FDR/Upstream, NovaBACKUP DC, Bareos, Bacula, rsync, rbme, Borg). This results in a bootable image that is capable of booting via PXE, DVD/CD, bootable tape or virtual provisioning.

Relax-and-Recover was designed to be easy to set up, requires no maintenance and is there to assist when disaster strikes. Its setup-and-forget nature removes any excuses for not having a disaster recovery solution implemented.

Recovering from disaster is made very straight-forward by a 2-step recovery process so that it can be executed by operational teams when required. When used interactively (e.g. when used for migrating systems), menus help make decisions to restore to a new (hardware) environment.

Extending Relax-and-Recover is made possible by its modular framework. Consistent logging and optionally extended output help understand the concepts behind Relax-and-Recover and help debug during development.

Relax-and-Recover comes with ABSOLUTELY NO WARRANTY; for details see the GNU General Public License at: http://www.gnu.org/licenses/gpl.html

OPTIONS

  GLOBAL OPTIONS

-h --help
    usage information

-c DIR
    alternative config directory; instead of /etc/rear

-C CONFIG
    additional config file; absolute path or relative to config directory

-d
    debug mode (log debug messages to log file - also sets -v)

-D
    debugscript mode (log executed commands via set -x - also sets -v and -d)

--debugscripts SET
    same as -d -v -D but debugscript mode with set -SET

-r KERNEL
    kernel version to use (by default use running kernel)

-s
    simulation mode (show what scripts are run without executing them)

-S
    step-by-step mode (acknowledge each script individually)

-v
    verbose mode (show more output and run many commands in verbose mode)

-V --version
    version information

  COMMANDS

checklayout
    check if the disk layout has changed since the last run of mkbackup/mkrescue

dump
    dump configuration and system information; please run this to verify your setup

format
    format and label USB or tape media to be used with rear; first argument is the USB or tape device to use, eg. /dev/sdX or /dev/stX

help
    print full list of commands and options

mkbackup
    create rescue media and backup the system (only for internal backup methods)

mkbackuponly
    backup the system (only for internal backup methods) without creating rescue media

mkrescue
    create rescue media only

recover
    recover the system; can be used only when running from the rescue media

restoreonly
    only restore the backup; can be used only when running from the rescue media

mkopalpba
    create a pre-boot authentication (PBA) image to boot from TCG Opal 2-compliant self-encrypting disks

opaladmin
    administrate TCG Opal 2-compliant self-encrypting disks

validate
    submit validation information

Use rear -v help for more advanced commands.

BACKGROUND INFORMATION

The process of bare metal disaster recovery consists of two parts:

    • Recreate the system layout

    • Restore the data to the system

Most backup software solutions are very good at restoring data but do not support recreating the system layout. Relax-and-Recover is very good at recreating the system layout but works best when used together with supported backup software.

In this combination Relax-and-Recover recreates the system layout and calls the backup software to restore the actual data. Thus there is no unnecessary duplicate data storage and the Relax-and-Recover rescue media can be very small.

For demonstration and special use purposes Relax-and-Recover also includes an internal backup method, NETFS, which can be used to create a simple tar.gz archive of the system. For all permanent setups we recommend using something more professional for backup, either a traditional backup software (open source or commercial) or rsync with hardlink based solutions, e.g. RSYNC BACKUP MADE EASY.

RESCUE IMAGE CONFIGURATION

The OUTPUT variable defines from where our bootable rescue image will be booted and the OUTPUT_URL variable defines where the rescue image should be send to. Possible OUTPUT settings are:

OUTPUT=RAMDISK
    Create only the Relax-and-Recover initramfs.

OUTPUT=ISO
    (Default) Create a bootable ISO9660 image on disk as rear-$(hostname).iso

OUTPUT=PXE
    Create on a remote PXE/NFS server the required files (such as configuration file, kernel and initrd image

OUTPUT=OBDR
    Create a bootable OBDR tape (optionally including the backup archive). Specify the OBDR tape device by using TAPE_DEVICE.

OUTPUT=USB
    Create a bootable USB disk (using extlinux). Specify the USB storage device by using USB_DEVICE.

OUTPUT=RAWDISK
    Create a bootable image file named "rear-$(hostname).raw.gz", which

        • supports UEFI boot if syslinux/EFI or Grub 2/EFI is installed,

        • supports Legacy BIOS boot if syslinux is installed,

        • supports UEFI/Legacy BIOS dual boot if syslinux and one of the supported EFI bootloaders are installed.

When using OUTPUT=ISO, RAMDISK, OBDR, USB, or RAWDISK you should provide the backup target location through the OUTPUT_URL variable. Possible OUTPUT_URL settings are:

OUTPUT_URL=file://
    Write the image to disk. The default is in /var/lib/rear/output/.

OUTPUT_URL=nfs://
    Write the image by mounting the target filesystem via NFS.

OUTPUT_URL=cifs://
    Write the image by mounting the target filesystem via CIFS.

OUTPUT_URL=fish://
    Write the image using lftp and the FISH protocol.

OUTPUT_URL=ftp://
    Write the image using lftp and the FTP protocol.

OUTPUT_URL=ftps://
    Write the image using lftp and the FTPS protocol.

OUTPUT_URL=hftp://
    Write the image using lftp and the HFTP protocol.

OUTPUT_URL=http://
    Write the image using lftp and the HTTP (PUT) procotol.

OUTPUT_URL=https://
    Write the image using lftp and the HTTPS (PUT) protocol.

OUTPUT_URL=sftp://
    Write the image using lftp and the secure FTP (SFTP) protocol.

OUTPUT_URL=rsync://
    Write the image using rsync and the RSYNC protocol.

OUTPUT_URL=sshfs://
    Write the image using sshfs and the SSH protocol.

OUTPUT_URL=null
    Do not copy the rescue image from /var/lib/rear/output/ to a remote output location. OUTPUT_URL=null is useful when another program (e.g. an external backup program) is used to save the rescue image from the local system to a remote place, or with BACKUP_URL=iso:///backup when the backup is included in the rescue image to avoid a (big) copy of the rescue image at a remote output location. In the latter case the rescue image must be manually saved from the local system to a remote place. OUTPUT_URL=null is only supported together with BACKUP=NETFS.

If you do not specify OUTPUT_URL variable then by default it will be aligned to what was defined by variable BACKUP_URL. And, the rescue image will then be copied to the same location as your backup of the system disk(s).

The ISO_DEFAULT variable defines what default boot option is used on the rescue image. Possible values are manual, boothd or automatic. Manual will make you boot into the shell directly by default, boothd will boot to the first disk (default) or automatic will automatically start in recovery mode.

RESCUE IMAGE KERNEL COMMAND LINE OPTIONS

When booting the rescue image you can edit the kernel command line. There are some Relax-and-Recover specific kernel command line options:

debug
    The rescue system start up scripts in /etc/scripts/system-setup.d/ are run one by one each one after pressing Enter and the scripts are run with set -x which prints commands and their arguments as they are executed.

auto_recover or automatic
    Launch rear recover automatically (without automated reboot). Together with debug it runs rear recover in debug mode.

unattended
    Launch rear recover automatically as with auto_recover plus automated reboot after successful rear recover.

ip= nm= netdev= gw=
    If IP address plus optionally netmask (default 255.255.255.0), network device (default eth0), and a default gateway are specified only that single network device is set up. Example:

    ip=192.168.100.2 nm=255.255.255.0 netdev=eth0 gw=192.168.100.1

noip
    Skip network devices setup by the rescue system start up scripts (overrides ip= nm= netdev= gw=).

BACKUP SOFTWARE INTEGRATION

Currently Relax-and-Recover supports the following backup methods. Please distinguish carefully between Relax-and-Recover support for 3rd party backup software and Relax-and-Recover internal backup methods. The latter also creates a backup of your data while the former will only integrate Relax-and-Recover with the backup software to restore the data with the help of the backup software without actually creating backups. This means that for all non-internal backup software you must take care of creating backups yourself (unless otherwise noted).

Especially the rear mkbackup command can be confusing as it is only useful for the internal backup methods and has usually no function at all with the other (external) backup methods.

The following backup methods need to be set in Relax-and-Recover with the BACKUP option. As mentioned we have two types of BACKUP methods - internal and external.

The following BACKUP methods are external of Relax-and-Recover meaning that usually you are responsible of backups being made:

BACKUP=REQUESTRESTORE
    (default) Not really a backup method at all, Relax-and-Recover simply halts the recovery and requests that somebody will restore the data to the appropriate location (e.g. via SSH). This method works especially well with an rsync based backup that is pushed back to the backup client.

BACKUP=EXTERNAL
    Internal backup method that uses an arbitrary external command to create a backup and restore the data.

BACKUP=DP
    Use HP Data Protector to restore the data.

BACKUP=FDRUPSTREAM
    Use FDR/Upstream to restore the data.

BACKUP=GALAXY
    Use CommVault Galaxy 5 to restore the data.

BACKUP=GALAXY7
    Use CommVault Galaxy 7 to restore the data.

BACKUP=GALAXY10
    Use CommVault Galaxy 10 (or Simpana 10) to restore the data.

BACKUP=NBU
    Use Symantec NetBackup to restore the data.

BACKUP=TSM
    Use IBM Tivoli Storage Manager to restore the data. The Relax-and-Recover result files (e.g. ISO image) are also saved into TSM. There is a (currently experimental) first draft implementation that a TSM backup is created by calling dsmc incremental during rear mkbackup.

BACKUP=NSR
    Using EMC NetWorker (Legato) to restore the data.

BACKUP=AVA
    Using EMC Avamar to restore the data.

BACKUP=SESAM
    Using SEP Sesam to restore the data.

BACKUP=NBKDC
    Using Novastor NovaBACKUP DC to restore the data.

BACKUP=RBME
    Use Rsync Backup Made Easy (rbme) to restore the data.

BACKUP=BAREOS
    Use Open Source backup solution BAREOS (a fork a BACULA) to restore the data.

BACKUP=BACULA
    Use Open Source backup solution BACULA to restore the data.

BACKUP=DUPLICITY
    Use encrypted bandwidth-efficient backup solution using the rsync algorithm to restore the data.

BACKUP=BORG
    Use BorgBackup (short Borg) a deduplicating backup program to restore the data. Executing rear mkbackup will create a Borg backup, see the section ReaR with Borg back end in the ReaR user-guide Scenarios documentation.

The following BACKUP methods are internal of Relax-and-Recover:

BACKUP=NETFS
    Internal backup method which can be used to create a simple backup (tar archive).

BACKUP=RSYNC
    Use rsync to restore data.

If your favourite backup software is missing from this list, please submit a patch or ask us to implement it for you.

When using BACKUP=NETFS you must provide the backup target location through the BACKUP_URL variable. Possible BACKUP_URL settings are:

BACKUP_URL=file://
    To backup to local disk, use BACKUP_URL=file:///directory/path/

BACKUP_URL=nfs://
    To backup to NFS disk, use BACKUP_URL=nfs://nfs-server-name/share/path

BACKUP_URL=tape://
    To backup to tape device, use BACKUP_URL=tape:///dev/nst0 or alternatively, simply define TAPE_DEVICE=/dev/nst0

BACKUP_URL=rsync://
    When backup method BACKUP=RSYNC is chosen then we need to define a corresponding BACKUP_URL rule:

        BACKUP_URL=rsync://[user@]host[:port]/path
        BACKUP_URL=rsync://[user@]host[:port]::/path

BACKUP_URL=cifs://
    To backup to a Samba share (CIFS), use BACKUP_URL=cifs://cifs-server-name/share/path. To provide credentials for CIFS mounting use a /etc/rear/cifs credentials file and define BACKUP_OPTIONS="cred=/etc/rear/cifs" and pass along:

        username=_username_
        password=_secret password_
        domain=_domain_

BACKUP_URL=usb://
    To backup to USB storage device, use BACKUP_URL=usb:///dev/disk/by-path/REAR-000 or use a real device node or a specific filesystem label. Alternatively, you can specify the device using USB_DEVICE=/dev/disk/by-path/REAR-000.

    If you combine this with OUTPUT=USB you will end up with a bootable USB device.

BACKUP_URL=sshfs://
    To backup to a remote server via sshfs (SSH protocol), use BACKUP_URL=sshfs://user@remote-system.name.org/home/user/backup-dir/

    It is advisable to add ServerAliveInterval 15 in the /root/.ssh/config file for the remote system (remote-system.name.org).

BACKUP_URL=iso://
    To include the backup within the ISO image. It is important that the BACKUP_URL and OUTPUT_URL variables are different. E.g.

        BACKUP_URL=iso:///backup/
        OUTPUT_URL=nfs://server/path/

When using BACKUP=NETFS and BACKUP_PROG=tar there is an option to select BACKUP_TYPE=incremental or BACKUP_TYPE=differential to let rear make incremental or differential backups until the next full backup day e.g. via FULLBACKUPDAY="Mon" is reached or when the last full backup is too old after FULLBACKUP_OUTDATED_DAYS has passed. Incremental or differential backup is currently only known to work with BACKUP_URL=nfs. Other BACKUP_URL schemes may work but at least BACKUP_URL=usb requires USB_SUFFIX to be set to work with incremental or differential backup.

SUPPORT FOR SELF-ENCRYPTING DISKS

Relax-and-Recover supports self-encrypting disks (SEDs) compliant with the TCG Opal 2 specification if the sedutil-cli executable is installed.

Self-encrypting disk support includes

    • recovery (saving and restoring the system’s SED configuration),

    • setting up SEDs, including assigning a disk password,

    • providing a pre-boot authentication (PBA) system to unlock SEDs at boot time.

To prepare booting from an SED, run rear mkopalpba, then create the rescue system.

To set up an SED, boot the Relax-and-Recover rescue system and run`rear opaladmin setupERASE DEVICE` (DEVICE being the disk device path like /dev/sda).

For complete information, consult the section "Support for TCG Opal 2-compliant Self-Encrypting Disks" in the Relax-and-Recover user guide.

CONFIGURATION

To configure Relax-and-Recover you have to edit the configuration files in /etc/rear/. All *.conf files there are part of the configuration, but only site.conf and local.conf are intended for the user configuration. All other configuration files hold defaults for various distributions and should not be changed.

In /etc/rear/templates/ there are also some template files which are used by Relax-and-Recover to create configuration files (mostly for the boot environment). Modify the templates to adjust the information contained in the emails produced by Relax-and-Recover. You can use these templates to prepend your own configurations to the configuration files created by Relax-and-Recover, for example you can edit PXE_pxelinux.cfg to add some general pxelinux configuration you use.

In almost all circumstances you have to configure two main settings and their parameters: The backup method and the output method.

The backup method defines, how your data was saved and whether Relax-and-Recover should backup your data as part of the mkrescue process or whether you use an external application, e.g. backup software to archive your data.

The output method defines how the rescue system is written to disk and how you plan to boot the failed computer from the rescue system.

See the default configuration file /usr/share/rear/conf/default.conf for an overview of the possible methods and their options.

An example to use TSM for backup and ISO for output would be to add these lines to /etc/rear/local.conf (no need to define a BACKUP_URL when using an external backup solution):

    BACKUP=TSM
    OUTPUT=ISO

And if all your systems use NTP for time synchronisation, you can also add these lines to /etc/rear/site.conf

    TIMESYNC=NTP

Do not forget to distribute the site.conf to all your systems.

The resulting ISO image will be created in /var/lib/rear/output/. You can now modify the behaviour by copying the appropriate configuration variables from default.conf to local.conf and changing them to suit your environment.

EXIT STATUS

0
    Successful program execution.

>0
    Usage, syntax or execution errors. Check the log file in /var/log/rear/ for more information.

EXAMPLES

To print out the current settings for BACKUP and OUTPUT methods and some system information. This command can be used to see the supported features for the given release and platform.

    # rear dump

To create a new rescue environment. Do not forget to copy the resulting rescue system away so that you can use it in the case of a system failure.

    # rear -v mkrescue

To create a new rescue image together with a complete archive of your local system run the command:

    # rear -v mkbackup

FILES

/usr/sbin/rear
    The program itself.

/etc/rear/local.conf
    System specific configuration can be set here.

/etc/rear/site.conf
    Site specific configuration can be set here (not created by default).

/var/log/rear/
    Directory holding the log files.

/tmp/rear.####
    Relax-and-Recover working directory. If Relax-and-Recover exits with an error, you must remove this directory manually.

/usr/share/rear
    Relax-and-Recover script components.

/usr/share/rear/conf/default.conf
    Relax-and-Recover default values. Contains a complete set of parameters and its explanation. Please do not edit or modify. Copy values to local.conf or site.conf instead.

BUGS

Feedback is welcome, please report any issues or improvements to our issue-tracker at: http://github.com/rear/issues/

Furthermore, we welcome pull requests via GitHub.

SEE ALSO

Relax-and-Recover comes with extensive documentation located in /usr/share/doc.

AUTHORS

The ReaR project was initiated in 2006 by Schlomo Schapiro (https://github.com/schlomo) and Gratien D’haese (https://github.com/gdha) and has since then seen a lot of contributions by many authors. As ReaR deals with bare metal disaster recovery, there is a large amount of code that was contributed by owners and users of specialized hardware and software. Without their combined efforts and contributions ReaR would not be the universal Linux bare metal disaster recovery solution that it is today.

As time passed the project was lucky to get the support of additional developers to also help as maintainers: Dag Wieers (https://github.com/dagwieers), Jeroen Hoekx (https://github.com/jhoekx), Johannes Meixner (https://github.com/jsmeix), Vladimir Gozora (https://github.com/gozora) and Sébastien Chabrolles (https://github.com/schabrolles). We hope that ReaR continues to prove useful and to attract more developers who agree to be maintainers. Please refer to the MAINTAINERS (https://github.com/rear/rear/blob/master/MAINTAINERS) file for the list of active and past maintainers.

To see the full list of authors and their contributions please look at the git history (https://github.com/rear/rear/graphs/contributors). We are very thankful to all authors and encourage anybody interested to take a look at our source code and to contribute what you find important.

Relax-and-Recover is a collaborative process using Github at http://github.com/rear/

The Relax-and-Recover website is located at: http://relax-and-recover.org/

COPYRIGHT

(c) 2006-2018

The copyright is held by the original authors of the respective code pieces as can be seen in the git history at https://github.com/rear/rear/graphs/contributors

Relax-and-Recover comes with ABSOLUTELY NO WARRANTY; for details see the GNU General Public License at http://www.gnu.org/licenses/gpl.html