[pbs-devel] [PATCH proxmox-backup] Fix #4408: add 'disaster recovery' section for tapes

* [pbs-devel] [PATCH proxmox-backup] Fix #4408: add 'disaster recovery' section for tapes
@ 2024-12-13 13:24 Laurențiu Leahu-Vlăducu
  2024-12-20 12:50 ` Shannon Sterz
  0 siblings, 1 reply; 5+ messages in thread
From: Laurențiu Leahu-Vlăducu @ 2024-12-13 13:24 UTC (permalink / raw)
  To: pbs-devel; +Cc: Laurențiu Leahu-Vlăducu

Signed-off-by: Laurențiu Leahu-Vlăducu <l.leahu-vladucu@proxmox.com>
---
 docs/backup-client.rst |   2 +
 docs/tape-backup.rst   | 147 +++++++++++++++++++++++++++++++++++++++++
 www/OnlineHelpInfo.js  |  74 +++++++++++++++------
 3 files changed, 204 insertions(+), 19 deletions(-)

diff --git a/docs/backup-client.rst b/docs/backup-client.rst
index 71f1ea92..1c2a98ed 100644
--- a/docs/backup-client.rst
+++ b/docs/backup-client.rst
@@ -470,6 +470,8 @@ version of your master key. The following command sends the output of the
   proxmox-backup-client key paperkey --output-format text > qrkey.txt
 
 
+.. _client_restoring_data:
+
 Restoring Data
 --------------
 
diff --git a/docs/tape-backup.rst b/docs/tape-backup.rst
index 1fc89b67..06eec3e9 100644
--- a/docs/tape-backup.rst
+++ b/docs/tape-backup.rst
@@ -61,6 +61,7 @@ In general, LTO tapes offer the following advantages:
 Note that `Proxmox Backup Server` already stores compressed data, so using the
 tape compression feature has no advantage.
 
+.. _tape-supported-hardware:
 
 Supported Hardware
 ------------------
@@ -969,6 +970,8 @@ You can restore from a tape even without an existing catalog, but only the
 whole media set. If you do this, the catalog will be automatically created.
 
 
+.. _tape_key_management:
+
 Encryption Key Management
 ~~~~~~~~~~~~~~~~~~~~~~~~~
 
@@ -1180,3 +1183,147 @@ In combination with fitting prune settings and tape backup schedules, this
 achieves long-term storage of some backups, while keeping the recent
 backups on smaller media sets that expire roughly every 4 weeks (that is, three
 plus the current week).
+
+
+Disaster recovery
+-----------------
+
+.. _Command-line Tools: command-line-tools.html
+
+In case of major disasters, important data, or even whole servers might be destroyed
+or at least damaged up to the point where everything - sometimes including the backup
+server - has to be restored from a backup. For such cases, the following step-by-step
+guide will help you to setup the Proxmox Backup Server and restore everything from
+tape backups.
+
+The following guide will explain the necessary steps using both the web GUI and the
+command line tools. For an overview of the command line tools,
+see `Command-line Tools`_.
+
+Restoring hardware
+~~~~~~~~~~~~~~~~~~
+
+.. _System Requirements: system-requirements.html
+
+.. _Installation Medium: installation-media.html
+
+.. _Server Installation: installation.html
+
+#. In case you need to buy new a new server, please consult the `System Requirements`_
+   for the Proxmox Backup Server.
+
+#. Make sure that the new server has power and starts without issues.
+
+#. Download the Proxmox Backup Server and create an `Installation Medium`_.
+
+#. Follow the :ref:`install_pbs` steps and install the Proxmox Backup
+   Server on the new hardware.
+
+
+Setting up a datastore
+~~~~~~~~~~~~~~~~~~~~~~
+
+.. _proxmox-backup-manager: proxmox-backup-manager/man1.html
+
+A datastore on the Proxmox Backup Server is necessary in order to perform a restore
+from a tape to the local datastore. You will need to do the following:
+
+#. Go to **Administration -> Storage / Disks** and make sure that the disk that will be used
+   as a datastore shows up.
+
+#. Under the **Directory** or **ZFS** tabs, you can either choose to create a directory
+   or create a ZFS ``zpool``, respectively. Here you can also directly add the newly created
+   directory or ZFS ``zpool`` as a datastore.
+
+Alternatively, the `proxmox-backup-manager`_ can be used to perform the same tasks.
+For more information, check the :ref:`datastore_intro` documentation.
+
+
+Setting up the tape drive
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+#. Make sure that you have a tape drive that is able to read the tape that
+   you want to restore from. Keep in mind that the Proxmox Backup Server supports LTO-5 or
+   later, although some LTO-4 might also work (see :ref:`tape-supported-hardware`).
+
+   As a short overview, in order to get everything working, you will need to set up the following:
+     * a tape drive
+     * optionally, a tape changer
+     * a cable to connect the tape drive(s) to the backup server
+     * physical storage on your backup server to restore data from the tape
+
+#. Connect the tape changer(s) and the tape drive(s) to the backup server. These should be
+   detected automatically by Linux. For more advanced information, please read the chapters
+   on :ref:`tape_changer_config` and :ref:`tape_drive_config`.
+
+#. If you have a tape changer, go to the web interface of the Proxmox Backup Server,
+   go to **Tape Backup -> Changers** and add it. For examples using the command line, read
+   the chapter on :ref:`tape_changer_config`. If the changer has been detected correctly by Linux,
+   the changer should show up in the list.
+
+#. In the web interface, go to **Tape Backup -> Drives** and add the tape drive that will be
+   used to read the tapes. For examples using the command line, read
+   the chapter on :ref:`tape_drive_config`. If the tape drive has been detected correctly by Linux,
+   the drive should show up in the list. If the drive also has a tape changer, make sure to
+   select the changer as well and assign it the correct drive number.
+
+
+Restoring data from the tape
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+.. _proxmox-tape: proxmox-tape/man1.html
+
+.. _proxmox-backup-client: proxmox-backup-client/man1.html
+
+.. _Restore: https://pve.proxmox.com/pve-docs/chapter-vzdump.html#vzdump_restore
+
+The following guide will explain the steps necessary to restore data from a tape, which can be
+done over either the web GUI or the command line. For details on the command line, read the
+documentation on the `proxmox-tape`_ tool.
+
+To restore data from tapes, do the following:
+
+#. Insert the first tape (as displayed on the label) into the tape drive or, if a tape changer
+   is available, use the tape changer to insert the tape into the right drive.
+   The web GUI can also be used to load or transfer tapes between tape drives
+   by selecting the changer.
+
+#. If the backup has been encrypted, the encryption keys need to be restored as well. In the
+   **Encryption Keys** tab, press **Restore Key**. For more details or examples that use the command line,
+   read the :ref:`tape_key_management` chapter.
+
+#. In order to restore data, you need to find out which media set contains the data that
+   should be restored. A media catalog stores this information, so if specific files need to be
+   restored, the media catalog needs to be restored first in order to find which files exist
+   on the tape. While it is possible to restore data from a tape that does not contain a catalog,
+   it is only possible to restore the whole media set. To restore a catalog, do the following:
+
+     * If a tape changer is used, click on the **Tape Changer**, go to **Inventory** and make sure
+       **Restore Catalog** is selected. This will restore the catalogs of all tapes in the changer.
+       Alternatively, tapes can also be loaded into drives, where pressing **Catalog** will restore
+       the catalog only for the currently loaded tape.
+
+     * If a standalone tape drive is used, click on the drive and click on **Catalog**.
+
+#. Go back to **Tape Backup**. In the **Content** tab, press **Restore** and select the desired media set.
+   Choose the snapshot you want to restore, press **Next**, select the drive and target datastore
+   and press **Restore**.
+
+#. By going to the datastore where the data has been restored, under the **Content** tab you should
+   be able to see the restored snapshots. In order to access the backups from another machine,
+   you will need to configure the access to the backup server. Go to **Configuration -> Access Control**
+   and either create a new user, or a new API token (API tokens allow easy revocation if the token
+   is compromised). Under **Permissions**, add the desired permissions, e.g. **DatastoreBackup**.
+
+#. You can now perform virtual machine, container or file restores. You now have
+   the following options:
+
+     * If you want to restore files on Linux distributions that are not based on Proxmox products
+       or you prefer using a command line tool, you can use the `proxmox-backup-client`_,
+       as explained in the :ref:`client_restoring_data` chapter. Use the newly created API token to be
+       able to access the data. You can then restore individual files or mount an archive to your system.
+
+     * If you want to restore virual machines or containers on a Proxmox VE server, add the datastore
+       of the backup server as storage and go to **Backups**. Here you can restore VMs and containers,
+       including their configuration. For more information on restoring backups in the Proxmox VE, visit
+       the `Restore`_ chapter of the Proxmox VE documentation.
diff --git a/www/OnlineHelpInfo.js b/www/OnlineHelpInfo.js
index ebb524e4..603761da 100644
--- a/www/OnlineHelpInfo.js
+++ b/www/OnlineHelpInfo.js
@@ -19,6 +19,10 @@ const proxmoxOnlineHelpInfo = {
     "link": "/docs/backup-client.html#client-encryption",
     "title": "Encryption"
   },
+  "client-restoring-data": {
+    "link": "/docs/backup-client.html#client-restoring-data",
+    "title": "Restoring Data"
+  },
   "changing-backup-owner": {
     "link": "/docs/backup-client.html#changing-backup-owner",
     "title": "Changing the Owner of a Backup Group"
@@ -87,9 +91,45 @@ const proxmoxOnlineHelpInfo = {
     "link": "/docs/system-requirements.html#minimum-system-requirements",
     "title": "Minimum Server Requirements, for Evaluation"
   },
-  "installation-media": {
-    "link": "/docs/installation-media.html#installation-media",
-    "title": "Installation Media"
+  "installation-medium": {
+    "link": "/docs/installation-media.html#installation-medium",
+    "title": "Installation Medium"
+  },
+  "install-pbs": {
+    "link": "/docs/installation.html#install-pbs",
+    "title": "Server Installation"
+  },
+  "using-the-installer": {
+    "link": "/docs/using-the-installer.html#using-the-installer",
+    "title": "Install `Proxmox Backup`_ Server using the Installer"
+  },
+  "advanced-lvm-options": {
+    "link": "/docs/using-the-installer.html#advanced-lvm-options",
+    "title": "Advanced LVM Configuration Options"
+  },
+  "advanced-zfs-options": {
+    "link": "/docs/using-the-installer.html#advanced-zfs-options",
+    "title": "Advanced ZFS Configuration Options"
+  },
+  "nomodeset-kernel-param": {
+    "link": "/docs/using-the-installer.html#nomodeset-kernel-param",
+    "title": "Adding the ``nomodeset`` Kernel Parameter"
+  },
+  "install-pbs-unattended": {
+    "link": "/docs/installation.html#install-pbs-unattended",
+    "title": "Install `Proxmox Backup`_ Server Unattended"
+  },
+  "install-pbs-on-debian": {
+    "link": "/docs/installation.html#install-pbs-on-debian",
+    "title": "Install `Proxmox Backup`_ Server on Debian"
+  },
+  "install-pbs-on-pve": {
+    "link": "/docs/installation.html#install-pbs-on-pve",
+    "title": "Install Proxmox Backup Server on `Proxmox VE`_"
+  },
+  "install-pbc": {
+    "link": "/docs/installation.html#install-pbc",
+    "title": "Client Installation"
   },
   "sysadmin-package-repositories": {
     "link": "/docs/installation.html#sysadmin-package-repositories",
@@ -107,26 +147,14 @@ const proxmoxOnlineHelpInfo = {
     "link": "/docs/installation.html#package-repositories-client-only",
     "title": "Proxmox Backup Client-only Repository"
   },
+  "package-repositories-client-only-apt": {
+    "link": "/docs/installation.html#package-repositories-client-only-apt",
+    "title": "APT-based Proxmox Backup Client Repository"
+  },
   "node-options-http-proxy": {
     "link": "/docs/installation.html#node-options-http-proxy",
     "title": "Repository Access Behind HTTP Proxy"
   },
-  "using-the-installer": {
-    "link": "/docs/using-the-installer.html#using-the-installer",
-    "title": "Install `Proxmox Backup`_ Server using the Installer"
-  },
-  "advanced-lvm-options": {
-    "link": "/docs/using-the-installer.html#advanced-lvm-options",
-    "title": "Advanced LVM Configuration Options"
-  },
-  "advanced-zfs-options": {
-    "link": "/docs/using-the-installer.html#advanced-zfs-options",
-    "title": "Advanced ZFS Configuration Options"
-  },
-  "nomodeset-kernel-param": {
-    "link": "/docs/using-the-installer.html#nomodeset-kernel-param",
-    "title": "Adding the ``nomodeset`` Kernel Parameter"
-  },
   "get-help": {
     "link": "/docs/introduction.html#get-help",
     "title": "Getting Help"
@@ -403,6 +431,10 @@ const proxmoxOnlineHelpInfo = {
     "link": "/docs/tape-backup.html#tape-backup",
     "title": "Tape Backup"
   },
+  "tape-supported-hardware": {
+    "link": "/docs/tape-backup.html#tape-supported-hardware",
+    "title": "Supported Hardware"
+  },
   "tape-changer-config": {
     "link": "/docs/tape-backup.html#tape-changer-config",
     "title": "Tape changers"
@@ -419,6 +451,10 @@ const proxmoxOnlineHelpInfo = {
     "link": "/docs/tape-backup.html#tape-backup-job-config",
     "title": "Tape Backup Jobs"
   },
+  "tape-key-management": {
+    "link": "/docs/tape-backup.html#tape-key-management",
+    "title": "Encryption Key Management"
+  },
   "tape-restore-encryption-key": {
     "link": "/docs/tape-backup.html#tape-restore-encryption-key",
     "title": "Restoring Encryption Keys"
-- 
2.39.5


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