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restic/doc/030_preparing_a_new_repo.rst
Jan Niggemann f5b550191c doc: Refactors the documentation
This commit refactors the documentation according to my proposal in #1273
and the discussion I had with fd0 on IRC.

The bits from the manual that I could not immediately put into the new
structure are contained in manual_rest.rst Anything else is still there,
nothing has been deleted.

I changed the heading markup to follow the convention used in Python’s
Style Guide for documentation, this convention is explained in a comment
at the top of every file.

I also added a paragraph on installing restic on Debian.
2017-10-03 11:21:53 +02:00

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..
Normally, there are no heading levels assigned to certain characters as the structure is
determined from the succession of headings. However, this convention is used in Pythons
Style Guide for documenting which you may follow:
# with overline, for parts
* for chapters
= for sections
- for subsections
^ for subsubsections
" for paragraphs
##########################
Preparing a new repository
##########################
The place where your backups will be saved at is called a "repository".
This chapter explains how to create ("init") such a repository.
Local
*****
In order to create a repository at ``/tmp/backup``, run the following
command and enter the same password twice:
.. code-block:: console
$ restic init --repo /tmp/backup
enter password for new backend:
enter password again:
created restic backend 085b3c76b9 at /tmp/backup
Please note that knowledge of your password is required to access the repository.
Losing your password means that your data is irrecoverably lost.
.. warning::
Remembering your password is important! If you lose it, you won't be
able to access data stored in the repository.
For automated backups, restic accepts the repository location in the
environment variable ``RESTIC_REPOSITORY``. The password can be read
from a file (via the option ``--password-file`` or the environment variable
``RESTIC_PASSWORD_FILE``) or the environment variable ``RESTIC_PASSWORD``.
SFTP
****
In order to backup data via SFTP, you must first set up a server with
SSH and let it know your public key. Passwordless login is really
important since restic fails to connect to the repository if the server
prompts for credentials.
Once the server is configured, the setup of the SFTP repository can
simply be achieved by changing the URL scheme in the ``init`` command:
.. code-block:: console
$ restic -r sftp:user@host:/tmp/backup init
enter password for new backend:
enter password again:
created restic backend f1c6108821 at sftp:user@host:/tmp/backup
Please note that knowledge of your password is required to access the repository.
Losing your password means that your data is irrecoverably lost.
You can also specify a relative (read: no slash (``/``) character at the
beginning) directory, in this case the dir is relative to the remote
user's home directory.
.. note:: Please be aware that sftp servers do not expand the tilde character
(``~``) normally used as an alias for a user's home directory. If you
want to specify a path relative to the user's home directory, pass a
relative path to the sftp backend.
The backend config string does not allow specifying a port. If you need
to contact an sftp server on a different port, you can create an entry
in the ``ssh`` file, usually located in your user's home directory at
``~/.ssh/config`` or in ``/etc/ssh/ssh_config``:
::
Host foo
User bar
Port 2222
Then use the specified host name ``foo`` normally (you don't need to
specify the user name in this case):
::
$ restic -r sftp:foo:/tmp/backup init
You can also add an entry with a special host name which does not exist,
just for use with restic, and use the ``Hostname`` option to set the
real host name:
::
Host restic-backup-host
Hostname foo
User bar
Port 2222
Then use it in the backend specification:
::
$ restic -r sftp:restic-backup-host:/tmp/backup init
Last, if you'd like to use an entirely different program to create the
SFTP connection, you can specify the command to be run with the option
``-o sftp.command="foobar"``.
REST Server
***********
In order to backup data to the remote server via HTTP or HTTPS protocol,
you must first set up a remote `REST
server <https://github.com/restic/rest-server>`__ instance. Once the
server is configured, accessing it is achieved by changing the URL
scheme like this:
.. code-block:: console
$ restic -r rest:http://host:8000/
Depending on your REST server setup, you can use HTTPS protocol,
password protection, or multiple repositories. Or any combination of
those features, as you see fit. TCP/IP port is also configurable. Here
are some more examples:
.. code-block:: console
$ restic -r rest:https://host:8000/
$ restic -r rest:https://user:pass@host:8000/
$ restic -r rest:https://user:pass@host:8000/my_backup_repo/
If you use TLS, make sure your certificates are signed, 'cause restic
client will refuse to communicate otherwise. It's easy to obtain such
certificates today, thanks to free certificate authorities like `Lets
Encrypt <https://letsencrypt.org/>`__.
REST server uses exactly the same directory structure as local backend,
so you should be able to access it both locally and via HTTP, even
simultaneously.
Amazon S3
*********
Restic can backup data to any Amazon S3 bucket. However, in this case,
changing the URL scheme is not enough since Amazon uses special security
credentials to sign HTTP requests. By consequence, you must first setup
the following environment variables with the credentials you obtained
while creating the bucket.
.. code-block:: console
$ export AWS_ACCESS_KEY_ID=<MY_ACCESS_KEY>
$ export AWS_SECRET_ACCESS_KEY=<MY_SECRET_ACCESS_KEY>
You can then easily initialize a repository that uses your Amazon S3 as
a backend, if the bucket does not exist yet it will be created in the
default location:
.. code-block:: console
$ restic -r s3:s3.amazonaws.com/bucket_name init
enter password for new backend:
enter password again:
created restic backend eefee03bbd at s3:s3.amazonaws.com/bucket_name
Please note that knowledge of your password is required to access the repository.
Losing your password means that your data is irrecoverably lost.
It is not possible at the moment to have restic create a new bucket in a
different location, so you need to create it using a different program.
Afterwards, the S3 server (``s3.amazonaws.com``) will redirect restic to
the correct endpoint.
For an S3-compatible server that is not Amazon (like Minio, see below),
or is only available via HTTP, you can specify the URL to the server
like this: ``s3:http://server:port/bucket_name``.
Minio Server
************
`Minio <https://www.minio.io>`__ is an Open Source Object Storage,
written in Go and compatible with AWS S3 API.
- Download and Install `Minio
Server <https://minio.io/downloads/#minio-server>`__.
- You can also refer to https://docs.minio.io for step by step guidance
on installation and getting started on Minio Client and Minio Server.
You must first setup the following environment variables with the
credentials of your running Minio Server.
.. code-block:: console
$ export AWS_ACCESS_KEY_ID=<YOUR-MINIO-ACCESS-KEY-ID>
$ export AWS_SECRET_ACCESS_KEY= <YOUR-MINIO-SECRET-ACCESS-KEY>
Now you can easily initialize restic to use Minio server as backend with
this command.
.. code-block:: console
$ ./restic -r s3:http://localhost:9000/restic init
enter password for new backend:
enter password again:
created restic backend 6ad29560f5 at s3:http://localhost:9000/restic1
Please note that knowledge of your password is required to access
the repository. Losing your password means that your data is irrecoverably lost.
OpenStack Swift
***************
Restic can backup data to an OpenStack Swift container. Because Swift supports
various authentication methods, credentials are passed through environment
variables. In order to help integration with existing OpenStack installations,
the naming convention of those variables follows official python swift client:
.. code-block:: console
# For keystone v1 authentication
$ export ST_AUTH=<MY_AUTH_URL>
$ export ST_USER=<MY_USER_NAME>
$ export ST_KEY=<MY_USER_PASSWORD>
# For keystone v2 authentication (some variables are optional)
$ export OS_AUTH_URL=<MY_AUTH_URL>
$ export OS_REGION_NAME=<MY_REGION_NAME>
$ export OS_USERNAME=<MY_USERNAME>
$ export OS_PASSWORD=<MY_PASSWORD>
$ export OS_TENANT_ID=<MY_TENANT_ID>
$ export OS_TENANT_NAME=<MY_TENANT_NAME>
# For keystone v3 authentication (some variables are optional)
$ export OS_AUTH_URL=<MY_AUTH_URL>
$ export OS_REGION_NAME=<MY_REGION_NAME>
$ export OS_USERNAME=<MY_USERNAME>
$ export OS_PASSWORD=<MY_PASSWORD>
$ export OS_USER_DOMAIN_NAME=<MY_DOMAIN_NAME>
$ export OS_PROJECT_NAME=<MY_PROJECT_NAME>
$ export OS_PROJECT_DOMAIN_NAME=<MY_PROJECT_DOMAIN_NAME>
# For authentication based on tokens
$ export OS_STORAGE_URL=<MY_STORAGE_URL>
$ export OS_AUTH_TOKEN=<MY_AUTH_TOKEN>
Restic should be compatible with [OpenStack RC
file](https://docs.openstack.org/user-guide/common/cli-set-environment-variables-using-openstack-rc.html)
in most cases.
Once environment variables are set up, a new repository can be created. The
name of swift container and optional path can be specified. If
the container does not exist, it will be created automatically:
.. code-block:: console
$ restic -r swift:container_name:/path init # path is optional
enter password for new backend:
enter password again:
created restic backend eefee03bbd at swift:container_name:/path
Please note that knowledge of your password is required to access the repository.
Losing your password means that your data is irrecoverably lost.
The policy of new container created by restic can be changed using environment variable:
.. code-block:: console
$ export SWIFT_DEFAULT_CONTAINER_POLICY=<MY_CONTAINER_POLICY>
Backblaze B2
************
Restic can backup data to any Backblaze B2 bucket. You need to first setup the
following environment variables with the credentials you obtained when signed
into your B2 account:
.. code-block:: console
$ export B2_ACCOUNT_ID=<MY_ACCOUNT_ID>
$ export B2_ACCOUNT_KEY=<MY_SECRET_ACCOUNT_KEY>
You can then easily initialize a repository stored at Backblaze B2. If the
bucket does not exist yet, it will be created:
.. code-block:: console
$ restic -r b2:bucketname:path/to/repo init
enter password for new backend:
enter password again:
created restic backend eefee03bbd at b2:bucketname:path/to/repo
Please note that knowledge of your password is required to access the repository.
Losing your password means that your data is irrecoverably lost.
The number of concurrent connections to the B2 service can be set with the `-o
b2.connections=10`. By default, at most five parallel connections are
established.
Microsoft Azure Blob Storage
****************************
You can also store backups on Microsoft Azure Blob Storage. Export the Azure
account name and key as follows:
.. code-block:: console
$ export AZURE_ACCOUNT_NAME=<ACCOUNT_NAME>
$ export AZURE_ACCOUNT_KEY=<SECRET_KEY>
Afterwards you can initialize a repository in a container called `foo` in the
root path like this:
.. code-block:: console
$ restic -r azure:foo:/ init
enter password for new backend:
enter password again:
created restic backend a934bac191 at azure:foo:/
[...]
The number of concurrent connections to the B2 service can be set with the
`-o azure.connections=10`. By default, at most five parallel connections are
established.
Google Cloud Storage
********************
Restic supports Google Cloud Storage as a backend.
Restic connects to Google Cloud Storage via a `service account`_.
For normal restic operation, the service account must have the
``storage.objects.{create,delete,get,list}`` permissions for the bucket. These
are included in the "Storage Object Admin" role.
``restic init`` can create the repository bucket. Doing so requires the
``storage.buckets.create`` permission ("Storage Admin" role). If the bucket
already exists, that permission is unnecessary.
To use the Google Cloud Storage backend, first `create a service account key`_
and download the JSON credentials file.
Second, find the Google Project ID that you can see in the Google Cloud
Platform console at the "Storage/Settings" menu. Export the path to the JSON
key file and the project ID as follows:
.. code-block:: console
$ export GOOGLE_PROJECT_ID=123123123123
$ export GOOGLE_APPLICATION_CREDENTIALS=$HOME/.config/gs-secret-restic-key.json
Then you can use the ``gs:`` backend type to create a new repository in the
bucket `foo` at the root path:
.. code-block:: console
$ restic -r gs:foo:/ init
enter password for new backend:
enter password again:
created restic backend bde47d6254 at gs:foo2/
[...]
The number of concurrent connections to the GCS service can be set with the
`-o gs.connections=10`. By default, at most five parallel connections are
established.
.. _service account: https://cloud.google.com/storage/docs/authentication#service_accounts
.. _create a service account key: https://cloud.google.com/storage/docs/authentication#generating-a-private-key
Password prompt on Windows
**************************
At the moment, restic only supports the default Windows console
interaction. If you use emulation environments like
`MSYS2 <https://msys2.github.io/>`__ or
`Cygwin <https://www.cygwin.com/>`__, which use terminals like
``Mintty`` or ``rxvt``, you may get a password error:
You can workaround this by using a special tool called ``winpty`` (look
`here <https://sourceforge.net/p/msys2/wiki/Porting/>`__ and
`here <https://github.com/rprichard/winpty>`__ for detail information).
On MSYS2, you can install ``winpty`` as follows:
.. code-block:: console
$ pacman -S winpty
$ winpty restic -r /tmp/backup init