Backup and Recovery

by Don Baccus with additions by Joel Aufrecht
OpenACS docs are written by the named authors, but 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 /web/servicename/, and back up the database nightly to a file in /web/servicename/database-backup, then you can apply standard file-based backup strategies to the root directory.

Set up Nightly Postgres Exports

A quick way to automate database backup is a cron job. (This should moved into OpenACS's scheduled task project so that it's integrated with OpenACS's alerts and such.)

[service0@yourserver service0]$ export EDITOR=emacs;crontab -e

Add this line to the file. The numbers and stars at the beginning are cron columns that specify when the program should be run - in this case, whenever the minute is 0 and the hour is 1, i.e., 1:00 am every day.

0 1 * * * /usr/local/pgsql/bin/pg_dump -f /web/service0/database-backup/service0_$(date +%Y-%m-%d).dmp service0

Back up the file system

Here's a quick manual way to back up a reference install - it should be replaced by an automated script within OpenACS. Also watch out for permission problems.

[root@yourserver root]# su - service0
[service0@yourserver service0]$ tar -cps --file /tmp/service0-backup.tar.bz2 /web/service0
tar: Removing leading `/' from member names
[service0@yourserver service0]$

Restore

  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.

  2. Restore the OpenACS service. Assuming the user already exists, restore the database and files from backup and restore the daemontools link:

    [root@yourserver root]# su - service0
    [service0@yourserver service0]$ cd /web
    [service0@yourserver web]$ tar xjf /tmp/service0-backup.tar.bz2
    [service0@yourserver web]$ createdb service0
    [service0@yourserver web]$ psql -f /web/service0/packages/acs-kernel/sql/postgresql/postgresql.sql service0
    [service0@yourserver web]$ psql service0 < /web/service0/database-backup/database-backup.dmp
    [service0@yourserver web]$ exit
    [root@yourserver root]# ln -s /web/service0/etc/daemontools /service/
    [service0@yourserver web]$ svc -u /service/service0
    [root@yourserver root]#

Other Backup Strategies

Earlier strategies, included here because this section hasn't been fully updated yet.

Set Up Nightly Oracle Exports

(This has not yet been updated to fit with the Reference install. To do so, edit the backup script to save the backup file in /web/servicename/database-backup). While you're working with Oracle, you should configure it to do automatic exports. An export is a separate backup copy of the database. This copy includes all of the database's state at the time that the export was initiated. If your database is corrupted, you can restore from one of these backups. You should do this step as root.

  • 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.

    If you don't have any warnings, proceed to automate the backups.

  • Automating backups is accomplished using the UNIX crontab facility.

    While still root, run the following command. You can replace the EDITOR="emacs -nw" portion with whatever editor your prefer, such as EDITOR=vi.

    root:~# export EDITOR="emacs -nw"
    root:~# crontab -e

    Now add the following line on a line by itself

    0 23 * * * /usr/sbin/export-oracle

    Save the file, exit the editor. Verify that the addition succeeded by checking the output of the following command.

    root:~# crontab -l | grep export-oracle
    0 23 * * * /usr/sbin/export-oracle
    root:~# exit
    ; Logout

    If you see the line, go ahead and log out.

Set up nightly Postgres exports

(This is not required for the Reference install.) Dowload this script to /tmp. At the top of the script are several variables that you'll need to customize:

  • bak - location where you want local backups to be saved

  • servername - name of your server (and database instance)

  • ftp_user - username on your ftp account

  • ftp_password - password on your ftp account

  • ftp_dir - path on the remote server where your backups will be uploaded

  • ftp_server - your ftp server

Next, we'll save this file to our server's tcl directory so that it will be loaded on startup. It will automatically be run every night at midnight. Note that this script only backs up the database - not the OpenACS scripts and file content.

joeuser:~$ cp /tmp/acs-pgbackup-init.txt ~/web/birdnotes/tcl/acs-pgbackup-init.tcl
joeuser:~$ restart-aolserver birdnotes

That's it! The script will email you with each successful backup (or if it fails, it will send you an email with the reason)

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