Chapter 3 – Backup Operations
Backup using the BRU LE for Mac OS X graphical interface allows easy selection of volumes, paths, or files. You can control options such as files that are excluded from the backup, files that have been modified or added since a specific date or that are newer than an existing file on the system, the archive destinations including tape drives, tape libraries, and disk-based files.
If you want a quick overview of a backup and restore operation and have not reviewed chapter 2, please do so now.
Figure 1 – The Main Backup Display Panel
While on the backup panel, as shown in figure 1, Volume/Path/File selection is made in the upper list box. To select entries, you may double-click an entry or drag the entry from teh upper list box to the lower list box. In either instance, the selected entries in the upper list box will be added to the lower list box. Only those paths or files listed in the lower list box will be included in the backup that is run.
Across the lower portion of the display is the Backup Options group. These options control the automatic verification pass (AutoScan™ Verify), whether to include volumes mounted below the selected volumes or paths, whether to include mounted remote volumes, whether to send (and to whom) email status reports, selection of Full, Incremental, or Differential backup, and access to the Advanced Backup Features dialog (more on this below).
The right side of the display provides access to backup definitions and archive destinations. While you may simply select paths or files and then click the Start Backup button, saving your selection as a backup Definition will allow you to recall your current selections at a later date or schedule them for execution at a later time, or on a repeating schedule.
To save a Backup Definition, select paths or files and add them to the lower list box using the Add: Selected button or double-clicking as described above. Click the “Save Definition” button from the right side of the panel.
Figure 2 – Save A Backup Definition
Enter the name that you wish to give this definition – System Applications was chosen in the example above – and hit Enter or click the Save button. The definition will be saved and you will be asked if you would like to schedule the definition as shown in figure 3.
Figure 3 – Schedule A Saved Definition?
Clicking “Yes” will take you to the Scheduler panel. We will describe this below.
Once you have saved one or more backup definitions, the Load Definition popup menu can be used to reload the selections saved in the definition.
If you wish to clear your existing selections, you can double-click the entries in the lower list box or click to select the entry that you wish to remove and hit the Delete key. Click the “Clear Selection” button to clear all entries and return the Load Definition menu to the default setting.
Clicking the “Delete Definition” button will allow you to delete a previously saved definition. If you delete a definition, any saved schedules associated with that definition will also be deleted. Note that deleting a backup definition does not affect your ability to restore files backed up using that backup definition.
Depending on the devices available on your system, one, two, or all three of the archive destination selections will be available. “Disk File” will always be available, “Library Destination” will only be available is you have a tape library attached to the system. “Tape Drive” will be available if either a tape drive, or a tape library is available.
To use a disk-based archive file, select the Disk File button and enter the filename that you wish to save to. If you do not provide a path, the file you list will be created in your Documents directory. Also, for ease in later recognizing previous BRU backups, we recommend using an extension of “.bru” – for example: DailyBackup.bru.
If you have a tape drive, select the Tape Drive button. If you have more than one tape drive attached, you may select which drive to use with the popup menu. Tape drives start with ntape0 and progress upwards by 1. Therefore, the third tape drive on a system would be ntape2.
Figure 4 – The Setup/Tools Panel: No Library Destinations Defined
For tape libraries, you need to define a Library Destination. If you have a library attached to your system, BRU will recognize this and take you directly to the Setup/Tools panel to create your destinations as shown in figure 4. A destination may be all of the tapes in a library, a single tape, or any set of contiguous slots.
If there is a tape currently loaded in a drive within the library, you be warned that you must unload the drives before you create your destinations. Respond to the warning dialog and use the Library Unload button to return the loaded tape to its slot within the library.
Once the drives are empty, click the Assign button and the Slot Assignment Dialog will be displayed as shown in figure 5.
Figure 5 – Library Destination Slot Assignment
For the simplest destination, you may select all of the available slots by clicking the Add: All button. If you are selecting a subset of slots, we recommend that you do not overlap slots between destinations and require that any selected slots are contiguous. Give the destination a name – the example above used Daily_Slot_1 – and click the Save button (or hit Enter).
Your saved destination will now be available in the “Library Destination” popup menu when selecting a Library Destination for backup.
With your backup definition and archive destination selected, clicking the “Start Backup” button will start the backup operation.
Before the backup begins, the drive will be checked and if no tape is loaded, you will be prompted to insert a tape. If the destination is a library, the drive will be checked and if the tape is a member of the selected Library Destination, the backup will proceed. If the drive is empty, or the current tape is not the first tape of the Library Destination selected, the proper tape will be loaded and the backup will proceed.
Figure 6 – Backup Label and Overwrite Selection
The label and overwrite dialog will be displayed. Enter a human-readable label in the text entry field. This label may be up to 63 characters long. Also, to estimate the amount of data and number of files processed, select the “Estimate Job” checkbox. You may choose between overwriting and appending the data to the tape. If we were using a disk file for this demonstration, these options are disabled and only overwriting is allowed.
After you click Continue, if you have selected to overwrite the backup archive destination, the catalog data files will be checked against the current tape to determine if you are about to overwrite known backups. If the current media contains a known backup, the overwrite warning screen will be displayed as shown in figure 7.
Figure 7 – Backup Overwrite Warning
You may continue to overwrite the known backups (their catalog entries will be deleted if you do), change the status to Append – adding the new backup to the existing archives, or you may cancel the backup operation and return to the Backup panel to modify your choices.
Figure 8 – Backup Estimation Dialog
If you selected the Estimate Backup option, the Estimate dialog will be displayed. Please note that the values displayed are an estimate and the actual data and file count may be slightly different once the backup is completed.
Once the estimate completes, you may cancel the backup operation, click the Ok button to continue, or allow the 30-second timer to expire, which will automatically start the backup operation.
Figure 9 – Backup Progress Dialog
During the backup operation, the Backup Progress dialog will be displayed. The status of the current backup will be shown along with a progress bar that provides a visual clue as to the progress of the backup. If you deselect the “Detail Display” check button, only the progress bar will be displayed.
Figure 10 – Detail Display turned off
The Detail Display can have a negative impact on backup and verify performance on systems with many small files – such as a mail server. Unless you are really interested in watching your backup run, we recommend that you turn Detail Display off. Or better still, use the scheduler and run your backups as background tasks. This will reduce the system load to the minimum required to allow BRU to properly backup your system. On an average G4 1GHz+ system writing to tape, this can be as little as 12% or a 0.20 system load level.
Executing your backup definitions as scheduled tasks also allows you to utilize multiple tape drives simultaneously. With this mechanism, you could define two sets of backup definitions and schedule them to start at 10PM. BRU will then start the backups and run both backup jobs at the same time, reducing your backup window requirements by 50% or more. In fact, you can use as many drives as are available on your system – so long as you have the I/O bandwidth to support the archive streams.
In addition to the full backup mode, BRU LE now offers a “QuickBackup” mode that has been implemented to provide drag and drop simplicity to the BRU LE interface. The QuickBackup interface allows you to drag and drop folders or drives from your desktop or from within the Finder. Once you’ve selected the data to backup, choose the the archive destination and whether to use the file exclusion option (use bruxpat), and then click the “Start Backup” button.
Figure 11 - BRU LE QuickBackup Interface
To access the QuickBackup interface, you may use the “File” -> “QuickBackup” option or the Command-Option-B keyboard shortcut. If you prefer to use this mode for most of your backup operations, check the “QuickBackup as Default Mode” checkbox and this is the primary window that will be displayed each time that you start BRU LE. To return to the normal interface as the default mode, clear that checkbox.
The choices for estimate and verify are turned on by default when operating in this mode and any backup run will be a full backup of the selected data.
To return to the normal interface, either use the “File” -> “Normal Backup” menu, the Command-Option-B keyboard shortcut, or click the button labeled “Normal Mode”.
Once you click the “Start Backup” button, the remainder of the steps for estimates, overwrite warnings, and the backup and verify progress are identical to the normal mode operations.
Figure 11 – The Scheduler Panel
Figure 11 shows the Scheduler panel. If you have saved a backup definition, you can use the options here to schedule it. A schedule can be a single execution of the definition at 10PM this evening, or an operation that repeats every other hour of every day.
When you select a saved backup definition, you will be able to access the archive destinations and scheduling elements in the lower portion of the panel.
BRU doesn’t save the archive destination as part of the backup destination. This allows you to select the archive destination, or change it, without the need to re-save the original definition.
You should recognize the archive destination options, as they are the same as on the Backup Panel and the Setup/Tools Panel. However, the middle section of the lower panel is new and defines when and how often a scheduled backup definition runs.
Each figure below illustrates one of the options for scheduling.
Figure 11a – A One-Shot Schedule
Figure 11b – An Hourly Schedule
Figure 11c – A Weekly Schedule
Figure 11d – A Monthly Schedule
Figure 11e – A Once-a-Month Schedule
Each of these figures – 11a through 11e – illustrates the mechanism available as well as the manner in which the menu display changes to facilitate the different scheduling options. In each case, you may select the archive destination, the time of the job, the type – Full, Incremental, or Differential, and whether to append to, or overwrite the archive destination.
Technical Note: Rather than add a new daemon, or background process, to your system, BRU uses the standard cron service to manage scheduled backups. During BRU installation, an entry is added to root’s crontab (the table that defines cron jobs for the user ‘root’ – use ‘man crontab’ and ‘man cron’ in the Terminal for details of cron operation). This entry tells cron to execute BRU’s checkschedule applet to determine if a pending backup definition needs to be run.
For OS X 10.4 and newer environments, the BRU LE installation process adds an entry to the default /etc/crontab file that simply executes /usr/bin/true once a month. With the update of the cron system under 10.4, cron does not execute any users’ crontab entries if there are no entries in the /etc/crontab file. While we have reported this as an inconsistency in OS X 10.4, Apple has as yet to reply to the report.
Figure 12 – The Restore Panel – Retrieving Catalog Contents
The Restore panel provides you the mechanism for selecting the paths or files for restoration. You may select a single file, multiple paths or files, or entire volumes or backups for restoration.
Normally, when restoring data from an archive, BRU will only overwrite files that exist on the disk if the disk file is older than the file in the archive. However, you may modify this behavior and elect to never overwrite existing file or to always overwrite existing files. Additionally, if you wish to keep the existing disk file and restore the files from an archive, you may specify an alternate restoration path.
Once the selected archive’s catalog is loaded into the upper right list box, the quickest way to restore files of interest is to use the search function as shown in figure 13.
Figure 13 – The Restore Search Function
As demonstrated in chapter 2, this allows you to quickly locate the file or files that you are looking for without manually scanning through what could be hundreds of thousands of files.
If you choose to manually search through the files, locate the files in the upper right list box and click the Add: Selected button to add them to the Selected list box.
Once you have the files or paths selected for restore, click the Restore button to begin the process. BRU will prompt for any required media, or automatically load the appropriate media if you are using a library, and begin the restore. Because BRU tracks where each file is located on a tape, it uses Quick File Access (QFA) to quickly position the tape to the starting location for your requested data. In most cases, this means that your restore will take minutes even if it took many hours to actually complete the backup.
Figure 14 – A Completed Restore
After the restore is completed, click the Close button to return to the Restore Panel.
Verification is one of the most important and probably the most underused function of any backup process. Unless you verify that data you think got onto your backup media actually made it there intact, your backup may not be worth the media it’s written on. Between the reading of the data from your filesystem to the actual writing of that data onto your archive media, there are any number of places in the system where the data stream could become corrupted.
With many backup tools, a verify pass compares the archive content with the actual disk files. This means that your backup will take twice as long as is required to perform the backup without the verification – this is the leading reason listed by System Admins for not running a verify pass. BRU changes this. Because BRU uses an on-tape 32 bit CRC, your verify pass can take place totally out-of-band. This means that a 4 hour backup only needs to access your filesystems for the 4 hours of the backup – the verify takes place solely between BRU and your archive media.
Additionally, this mechanism even allows you to validate an archive set weeks or even years after it was created – even on another system or a different operating system.
While the default for any BRU backup is to automatically verify the archive once the backup completes (AutoScan Verify), BRU also allows you to manually verify an archive.
Figure 15 – The Verify Panel
BRU will display all known archives in the left side list box. Select the archive set that you wish to verify and the choose either the Checksum Verification button (the default), or the “Comparison Verification” button and click the “Verify Archive” button.
If you are using a standalone tape drive, BRU will prompt you to insert the first tape. If you are using a library, BRU will load the tapes from the assigned destinations slots and proceed automatically.
The right side list box will display any discrepancies that are found during the actual verify pass.
Since we tout CRC, or Checksum verification as the best verification method, why does BRU offer a Comparison option? Using a disk-to-archive compare is a good way of determining if files that shouldn’t have changed on a system have been compromised. We have many users that create baseline backups of their systems configuration files and if foul play is suspected, they perform a comparison verification pass to check the system status.
If you wish to verify an archive that is unknown to this installation of BRU, select the “Import Unknown Tape” button and then click the “Verify Archive” button to allow BRU to both verify the contents of the archive as well as add it to the known archive list.