Bacula 1.31 User's Guide Chapter 11
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Backing Up to Disk Volumes

Automatic Volume Recycling

Normally, Bacula will write on a volume, and once the tape is written, it may append to the volume, but it will never overwrite the data thus destroying it. When we speak of recycling volumes, we mean that Bacula can write over the previous contents of a volume. Thus all previous data will be lost.

If you are like me, you may not want Bacula to automatically recycle (reuse) tapes. This requires a large number of tapes, and when I need a tape, I manually recycle it. For more on manual recycling, see the section entitled Manually Recycling Volumes below in this chapter.

Most people prefer to have a Pool of tapes that are used for daily backups and recycled once a week, another Pool of tapes that are used for Full backups once a week and recycled monthly, and finally a Pool of tapes that are used once a month and recycled after a year or two. With a scheme like this, your pool of tapes remains constant.

By properly defining your Volume Pools with appropriate Retention periods, Bacula can manage the recycling (such as defined above) automatically.

Automatic recycling of Volumes is controlled by three records in the Pool resource definition in the Director's configuration file. These three records are:

  • AutoPrune = yes
  • VolumeRetention = <time>
  • Recycle = yes
Automatic recycling of Volumes is performed by Bacula only when it wants a new Volume and no appendable Volumes are available in the Pool. It will then search the Pool for any Volumes with the Recycle flag set and whose Volume Status is Full. At that point, the recycling occurs in two steps. The first is that a Volume must be purged of all Jobs and Files, and the second step is the actual recycling of the Volume. The Volume will be purged if the VolumeRetention period has expired. If no volumes can be recycled for any of the reasons stated above, Bacula will request operator intervention (i.e. it will ask you to label a new volume).

A key point mentioned above that can be a source of frustration is that Bacula will only recycle purged Volumes if there is no other appendable Volume available. So, if you wish to "force" Bacula to use a purged Volume, you must first ensure that no other Volume in the Pool is marked Append. If necessary, you can manually set a volume to Full. The reason for this is that Bacula wants to preserve the data on your old tapes (even though purged from the catalog) as long as absolutely possible before overwriting it.

Automatic Pruning

By setting AutoPrune to yes you will permit Bacula to automatically prune all Volumes in the Pool when a Job needs another Volume. When a Job requests another volume and there are no Volumes with Volume Status Append available, Bacula will begin volume pruning. This means that all Jobs that are older than the VolumeRetention period will be pruned from every Volume that has Volume Status Full or Used and has Recycle set to yes. Pruning consists of deleting the corresponding Job, File, and JobMedia records from the catalog database. No change to the physical data on the Volume occurs during the pruning process. When all files are pruned from a Volume (i.e. no records in the catalog), the Volume will be marked as Purged implying that no Jobs remain on the volume. The Pool records that control the pruning are described below.
AutoPrune = <yes/no>
If AutoPrune is set to yes (default), Bacula (version 1.20 or greater) will automatically apply the Volume retention period when running a Job and it needs a new Volume but no appendable volumes are available. At that point, Bacula will prune all Volumes that can be pruned (i.e. AutoPrune set) in an attempt to find a usable volume. If during the autoprune, all files are pruned from the Volume, it will be marked with VolStatus Purged. The default is yes.
Volume Retention = <time-period-specification>
The Volume Retention record defines the length of time that Bacula will guarantee that the Volume is not reused counting from the time the last job stored on the Volume terminated.

When this time period expires, and if AutoPrune is set to yes, and a new Volume is needed, but no appendable Volume is available, Bacula will prune (remove) Job records that are older than the specified Volume Retention period.

The Volume Retention period takes precedence over any Job Retention period you have specified in the Client resource. It should also be noted, that the Volume Retention period is obtained by reading the Catalog Database Media record rather than the Pool resource record. This means that if you change the VolumeRetention in the Pool resource record, you must ensure that the corresponding change is made in the catalog. When all files are removed from the volume, its VolStatus is set to Purged.

Retention periods are specified in seconds, but as a convenience, there are a number of modifiers that permit easy specification in terms of minutes, hours, days, weeks, months, quarters, or years on the record. See the Configuration chapter of this manual for additional details of modifier specification.

The default is 1 year.

Recycle = <yes/no>
This statement tells Bacula whether or not the particular Volume can be recycled (i.e. rewritten). If Recycle is set to no (the default), then even if Bacula prunes all the Jobs on the volume and it is marked Purged, it will not consider the tape for recycling. If Recycle is set to yes and all Jobs have been pruned, the volume status will be set to Purged and the volume may then be reused when another volume is needed. If the volume is reused, it is relabeled with the same Volume Name, however all previous data will be lost.
Note, it is also possible to "force" pruning of all Volumes in the Pool associated with a Job by adding Prune Files = yes to the Job resource.

Recycling Algorithm

After all Volumes of a Pool have been pruned (as mentioned above, this happens when a Job needs a new Volume and no appendable Volumes are available), Bacula will look for the oldest Volume that is Purged (all Jobs and Files expired), and if the Recycle flag is on (Recycle=yes) for that Volume, Bacula will relabel it and write new data on it.

The full recycling algorithm that Bacula uses when it needs a new Volume is:

  • Search the Pool for a Volume with VolStat=Append (if there is more than one, the Volume with the lowest MediaId is chosen)
  • Search the Pool for a Volume with VolStat=Recycle (if there is more than one, the Volume with the lowest MediaId is chosen)
  • Prune volumes applying Volume retention period (Volumes with VolStat Full, Used, or Append are pruned)
  • Search the Pool for a Volume with VolStat=Purged
  • Attempt to create a new Volume if automatic labeling enabled
  • Prune the oldest Volume if RecycleOldestVolume=yes (the Volume with the oldest LastWritten date and VolStatus equal to Full, Recycle, Purged, Used, or Append is chosen). This record ensures that all retention periods are properly respected.
  • Purge the oldest Volume if PurgeOldestVolume=yes (the Volume with the oldest LastWritten date and VolStatus equal to Full, Recycle, Purged, Used, or Append is chosen). We strongly recommend against the use of PurgeOldestVolume as it can quite easily lead to loss of current backup data.
  • Give up and ask operator
The above occurs when Bacula has finished writing a Volume or when no Volume is present in the drive.

On the other hand, if you have inserted a different Volume after the last job, and Bacula recognizes the Volume as valid, it will request authorization from the Director to use this Volume. In this case, if you have set Recycle Current Volume = yes and the Volume is marked as Used or Full, Bacula will prune the volume and if all jobs were removed during the pruning (respecting the retention periods), the Volume will be recycled and used. For this to work, you must have Accept Any Volume = yes in the Pool.

This permits users to manually change the Volume every day and load tapes in an order different from what is in the catalog, and if the volume does not contain a current copy of your backup data, it will be used.

Recycle Status

Each Volume inherits the Recycle status (yes or no) from the Pool resource record when the Media record is created (normally when the Volume is labeled). This Recycle status is stored in the Media record of the Catalog. Using the the Console program, you may subsequently change the Recycle status for each Volume. For example in the following output from list volumes:
+------------+-----------+-----------+----------+------------------+----------+-------+
| VolumeName | MediaType | VolStatus | VolBytes | LastWritten      | VolReten | Recyc |
+------------+-----------+-----------+----------+------------------+----------+-------+
| File0001   | File      | Full      | 4190055  | 2002-05-25 18:42 | 14400    | 1     |
| File0002   | File      | Full      | 1896460  | 2002-05-26 18:05 | 14400    | 1     |
| File0003   | File      | Full      | 1896460  | 2002-05-26 20:05 | 14400    | 1     |
| File0004   | File      | Full      | 1896460  | 2002-05-26 21:35 | 14400    | 1     |
| File0005   | File      | Full      | 1896460  | 2002-05-26 22:05 | 14400    | 1     |
| File0006   | File      | Full      | 1896460  | 2002-05-26 19:35 | 14400    | 1     |
| File0007   | File      | Purged    | 1896466  | 2002-05-26 18:05 | 14400    | 1     |
+------------+-----------+-----------+----------+------------------+----------+-------+
all the volumes are marked as recyclable, and the last Volume, File0007 has been purged, so it may be immediately recycled. The other volumes are all marked recyclable and when their Volume Retention period (14400 seconds or 4 hours) expires, they will be eligible for pruning, and possible recycling. Even though Volume File0007 has been purged, all the data on the Volume is still recoverable. A purged Volume simply means that there are no entries in the Catalog. Even if the Volume Status is changed to Recycle, the data on the Volume will be recoverable. The data is lost only when the Volume is re-labeled and re-written.

To modify Volume File0001 so that it cannot be recycled, you use the update volume pool=File command in the console program, or simply update and Bacula will prompt you for the information.

+------------+-----------+-----------+----------+------------------+----------+-------+
| VolumeName | MediaType | VolStatus | VolBytes | LastWritten      | VolReten | Recyc |
+------------+-----------+-----------+----------+------------------+----------+-------+
| File0001   | File      | Full      | 4190055  | 2002-05-25 18:42 | 14400    | 0     |
| File0002   | File      | Full      | 1897236  | 2002-05-26 23:35 | 14400    | 1     |
| File0003   | File      | Full      | 1896460  | 2002-05-26 20:05 | 14400    | 1     |
| File0004   | File      | Full      | 1896460  | 2002-05-26 21:35 | 14400    | 1     |
| File0005   | File      | Full      | 1896460  | 2002-05-26 22:05 | 14400    | 1     |
| File0006   | File      | Full      | 1896460  | 2002-05-26 19:35 | 14400    | 1     |
| File0007   | File      | Purged    | 1896466  | 2002-05-26 18:05 | 14400    | 1     |
+------------+-----------+-----------+----------+------------------+----------+-------+
In this case, File0001 will never be automatically recycled. The same effect can be achieved by setting the Volume Status to Read-Only.

Making Bacula Use a Single Tape

Most people will want Bacula to fill a tape and when it is full, a new tape will be mounted, and so on. However, as an extreme example, it is possible for Bacula to write on a single tape, and every night to rewrite it. To get this to work, you must do two things: first, set the VolumeRetention to less than your save period (one day), and the second item is to make Bacula mark the tape as full after using it once. This is done using UseVolumeOnce = yes. If this latter record is not used and the tape is not full after the first time it is written, Bacula will simply append to the tape and eventually request another volume. Using the tape only once, forces the tape to be marked Full after each use, and the next time Bacula runs, it will recycle the tape.

An example Pool resource that does this is:

Pool {
  Name = DDS-4
  Use Volume Once = yes
  Pool Type = Backup
  AutoPrune = yes
  VolumeRetention = 12h # expire after 12 hours
  Recycle = yes
}

A Daily, Weekly, Monthly Tape Usage Example

This example is meant to show you how one could define a fixed set of volumes that Bacula will rotate through on a regular schedule. There are an infinite number of such schemes, all of which have various advantages and disadvantages.

We start with the following assumptions:

  • A single tape has more than enough capacity to do a full save.
  • There are 10 tapes that are used on a daily basis for incremental backups. They are prelabeled Daily1 ... Daily10.
  • There are 4 tapes that are used on a weekly basis for full backups. They are labeled Week1 ... Week4.
  • There are 12 tapes that are used on a monthly basis for full backups. They are numbered Month1 ... Month12
  • A full backup is done every Saturday evening (tape inserted Friday evening before leaving work).
  • No backups are done over the weekend (this is easy to change).
  • The first Friday of each month, a Monthly tape is used for the Full backup.
  • Incremental backups are done Monday - Friday (actually Tue-Fri mornings).
We start the system by doing a Full save to one of the weekly volumes or one of the monthly volumes. The next morning, we remove the tape and insert a Daily tape. Friday evening, we remove the Daily tape and insert the next tape in the Weekly series. Monday, we remove the Weekly tape and re-insert the Daily tape. On the first Friday of the next month, we insert the next Monthly tape in the series rather than a Weekly tape, then continue. When a Daily tape finally fills up, Bacula will request the next one in the series, and the next day when you notice the email message, you will mount it and Bacula will finish the unfinished incremental backup.

What does this give? Well, at any point, you will have a the last complete Full save plus several Incremental saves. For any given file your want to recover (or your whole system), you will have a copy of that file every day for at least the last 14 days. For older versions, you will have at least 3 and probably 4 Friday full saves of that file, and going back further, you will have a copy of that file made on the beginning of the month for at least a year.

So you have copies of any file (or your whole system) for at least a year, but as you go back in time, the time between copies increases from daily to weekly to monthly.

What would the Bacula configuration look like to implement such a scheme?

Schedule {
  Name = "NightlySave"
  Run = Level=Full Pool=Monthly 1st sat at 03:05
  Run = Level=Full Pool=Weekly 2nd-5th sat at 03:05
  Run = Level=Incremental Pool=Daily tue-fri at 03:05
}

Job {
  Name = "NightlySave"
  Type = Backup
  Level = Full
  Client = LocalMachine
  FileSet = "File Set"
  Messages = Standard
  Storage = DDS-4
  Pool = FullSaves
  Schedule = "NightlySave"
}

# Definition of file storage device
Storage {
  Name = DDS-4
  Address = localhost
  SDPort = 9103
  Password = XXXXXXXXXXXXX
  Device = FileStorage
  Media Type = 8mm
}

FileSet {
  Name = "File Set"
  Include = signature=MD5 {
    fffffffffffffffff
  }
  Exclude = { *.o }
}

Pool {
  Name = Daily
  Pool Type = Backup
  AutoPrune = yes
  VolumeRetention = 10d   # recycle in 10 days
  Maximum Volumes = 10
  Recycle = yes
}

Pool {
  Name = Weekly
  Use Volume Once = yes
  Pool Type = Backup
  AutoPrune = yes
  VolumeRetention = 30d  # recycle in 30 days (default)
  Recycle = yes
}

Pool {
  Name = Monthly
  Use Volume Once = yes
  Pool Type = Backup
  AutoPrune = yes
  VolumeRetention = 365d  # recycle in 1 year
  Recycle = yes
}

Automatic Pruning and Recycling Example

Perhaps the best way to understand the various resource records that come into play during automatic pruning and recycling is to run a Job that goes through the whole cycle. If you add the following resources to your Director's configuration file:
Schedule {
  Name = "30 minute cycle"
  Run = Level=Full Pool=File Messages=Standard Storage=File hourly at 0:05
  Run = Level=Full Pool=File Messages=Standard Storage=File hourly at 0:35
}

Job {
  Name = "Filetest"
  Type = Backup
  Level = Full
  Client=XXXXXXXXXX
  FileSet="Test Files"
  Messages = Standard
  Storage = File
  Pool = File
  Schedule = "30 minute cycle"
}

# Definition of file storage device
Storage {
  Name = File
  Address = XXXXXXXXXXX
  SDPort = 9103
  Password = XXXXXXXXXXXXX
  Device = FileStorage
  Media Type = File
}

FileSet {
  Name = "Test Files"
  Include = signature=MD5 {
    fffffffffffffffff
  }
  Exclude = { *.o }
}

Pool {
  Name = File
  Use Volume Once = yes
  Pool Type = Backup
  LabelFormat = File
  AutoPrune = yes
  VolumeRetention = 4h
  Maximum Volumes = 12
  Recycle = yes
}
Where you will need to replace the ffffffffff's by the appropriate files to be saved for your configuration. For the FileSet Include, choose a directory that has one or two megabytes maximum since there will probably be approximately 8 copies of the directory that Bacula will cycle through.

In addition, you will need to add the following to your Storage daemon's configuration file:

Device {
  Name = FileStorage
  Media Type = File
  Archive Device = /tmp
  LabelMedia = yes;                   # lets Bacula label unlabeled media
  Random Access = Yes;
  AutomaticMount = yes;               # when device opened, read it
  RemovableMedia = no;
  AlwaysOpen = no;
}

With the above resources, Bacula will start a Job every half hour that saves a copy of the directory you chose to /tmp/File0001 ... /tmp/File0012. After 4 hours, Bacula will start recycling the backup Volumes (/tmp/File0001 ...). You should see this happening in the output produced. Bacula will automatically create the Volumes (Files) the first time it uses them.

To turn it off, either delete all the resources you've added, or simply comment out the Schedule record in the Job resource.

Manually Recycling Tapes

Although automatic recycling of tapes is implemented in version 1.20 and later (see the Automatic Recycling of Volumes chapter of this manual), you may want to manually force reuse (recycling) of a tape.

Assuming that you want to keep the tape Volume name, but you simply want to write new data on the tape, the steps to take are:

  • Use the update volume command in the Console to ensure that the Recycle field is set to 1
  • Use the purge jobs volume command in the Console to mark the Volume as Purged. Check by using list volumes.
Once the Volume is marked Purged, it will be recycled the next time a Volume is needed.

If you wish to reuse the tape by giving it a new name, follow the following steps:

  • Use the purge jobs volume command in the Console to mark the Volume as Purged. Check by using b>list volumes.
  • In Bacula version 1.30 or greater, use the Console relabel command to relabel the Volume.
For Bacula versions prior to 1.30 or to manually relabel the Volume, use the instructions below:
  • Use the delete volume command in the Console to delete the Volume from the Catalog.
  • If the a different tape is mounted, use the unmount command, remove the tape, and insert the tape to be renamed.
  • Write an EOF mark in the tape using the following commands:
      mt -f /dev/nst0 rewind
      mt -f /dev/nst0 weof
    
    where you replace /dev/nst0 with the appropriate device name on your system.
  • Use the label command to write a new label to the tape and to enter it in the catalog.

With Bacula versions prior to 1.19, the delete command will only delete the selected Volume from the database and not its associated Job and File records. With Bacula version 1.19 and later, all associated records are deleted from the database.

Please be aware that the delete command can be dangerous. Once it is done, to recover the File records, you must either restore your database as it was before the delete command, or use the bscan utility program to scan the tape and recreate the database entries.


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Copyright © 2000-2003
Kern Sibbald and John Walker