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Stash Design Overview

We are going to make a design overhaul of Stash to simplify backup and recovery process and support some most requested features. This doc will discuss what features stash is going to support and how these features may work.

We have introduced some new crd such as Function, Task etc. and made whole process more modular. This will make easy to add support for new features and the users will also be able to customize backup process. Furthermore, this will make stash resources inter-operable between different tools and even might allow to use stash resources as function in serverless concept.

We are hoping this design will graduate to GA. So, we are taking security seriously. We are going to make sure that nobody can bypass clusters security using Stash. This might requires to remove some existing features (for example, restore from different namespace). However, we are going to provide an alternate way to cover those use cases.

Goal

Goal of this new design to support following features:

Schedule Backup and Restore Workload Data
Schedule Backup and Restore PVC
Schedule Backup and Restore Database
Schedule Backup Cluster YAMLs
Trigger Backup Instantly
Default Backup
Auto Restore
Stash cli/kubectl-plugin
Function
Task

Schedule Backup and Restore Workload Data

Backup Workload Data

User will be able to backup data from a running workload.

What user have to do?

Create a Repository crd.
Create a BackupConfiguration crd pointing to targeted workload.

Sample Repository crd:

apiVersion: stash.appscode.com/v1alpha2
kind: Repository
metadata:
  name: stash-backup-repo
  namespace: demo
spec:
  backend:
    gcs:
      bucket: stash-backup-repo
      prefix: default/deployment/stash-demo
    storageSecretName: gcs-secret

Sample BackupConfiguration crd:

apiVersion: stash.appscode.com/v1beta1
kind: BackupConfiguration
metadata:
  name: workload-data-backup
  namespace: demo
spec:
  schedule: '@every 1h'
  # <no backupProcedure required for sidecar model>
  # repository refers to the Repository crd that hold backend information
  repository:
    name: stash-backup-repo
  # target indicate the target workload that we want to backup
  target:
    ref:
      apiVersion: apps/v1
      kind: Deployment
      name: stash-demo
    # directories indicates the directories inside the workload we want to backup
    directories:
    - /source/data
  # retentionPolicies specify the policy to follow to clean old backup snapshots
  retentionPolicy:
    keepLast: 5
    prune: true

How it will work?

Stash will watch for BackupCofiguration crd. When it will find a BackupConfiguration crd, it will inject a sidecar container to the workload and start a cron for scheduled backup.
In each schedule, the cron will create BackupSession crd.
The sidecar container watches for BackupSession crd. If it finds one, it will take backup instantly and update BackupSession status accordingly.

Sample BackupSession crd:

apiVersion: stash.appscode.com/v1beta1
kind: BackupSession
metadata:
  name: demo-volume-backup-session
  namespace: demo
spec:
  # backupConfiguration indicates the BackupConfiguration crd of respective target that we want to backup
  backupConfiguration:
    name: backup-volume-demo
status:
  observedGeneration: 239844#2
  phase: Succeed
  stats:
  - direcotry: /source/data
    snapshot: 40dc1520
    size: 1.720 GiB
    uploaded: 1.200 GiB # upload size can be smaller than original file size if there are some duplicate files
    fileStats:
      new: 5307
      changed: 0
      unmodified: 0

Restore Workload Data

User will be able to restore backed up data either into a separate volume or into the same workload from where the backup was taken. Here, is an example for recovering into same workload.

What user have to do?

Create a RestoreSession crd pointing target field to the workload.

Sample RestoreSession crd to restore into same workload:

apiVersion: stash.appscode.com/v1beta1
kind: RestoreSession
metadata:
  name: recovery-database-demo
  namespace: demo
spec:
  repository:
    name: stash-backup-repo
  target: # target indicates where the recovered data will be stored
    ref:
      apiVersion: apps/v1
      kind: Deployment
      name: stash-demo
    directories: # indicates which directories will be recovered
    - /source/data

How it will work?

When Stash will find a RestoreSession crd created to restore into a workload, it will inject a init-container to the targeted workload.
Then, it will restart the workload.
The init-container will restore data inside the workload.

Warning: Restore in same workload require to restart the workload. So, there will be downtime of the workload.

Schedule Backup and Restore PVC

Backup PVC

User will be also able to backup stand-alone pvc. This is useful for ReadOnlyMany or ReadWriteMany type pvc.

What user have to do?

Create a Repository crd for respective backend.
Create a BackupConfiguration crd pointing target field to the volume.

Sample BackupConfiguration crd to backup a PVC:

apiVersion: stash.appscode.com/v1beta1
kind: BackupConfiguration
metadata:
  name: volume-backup-demo
  namespace: demo
spec:
  schedule: '@every 1h'
  # task indicates Task crd that specifies the steps to backup a volume.
  # stash will create some default Task crd  while install to backup/restore various resources.
  # user can also crate their own Task to customize backup/recovery
  task:
    name: volumeBackup
  # repository refers to the Repository crd that hold backend information
  repository:
    name: stash-backup-repo
  # target indicate the target workload that we want to backup
  target:
    ref:
      apiVersion: v1
      kind: PersistentVolumeClaim
      name: demo-pvc  
    mountPath: /source/data
  # retentionPolicies specify the policy to follow to clean old backup snapshots
  retentionPolicy:
    keepLast: 5
    prune: true

How it will work?

Stash will create a CronJob using information of respective Task crd specified by task field.
The CronJob will take periodic backup of the target volume.

Restore PVC

User will be able to restore backed up data into a volume.

What user have to do?

Create a RestoreSession crd pointing target field to the target volume where the recovered data will be stored.

Sample RestoreSession crd to restore into a volume:

apiVersion: stash.appscode.com/v1beta1
kind: RestoreSession
metadata:
  name: recovery-volume-demo
  namespace: demo
spec:
  repository:
    name: stash-backup-repo
  # task indicates Task crd that specifies steps to restore a volume
  task:
    name: volumeRecovery
  target: # target indicates where the recovered data will be stored
    ref:
      apiVersion: v1
      kind: PersistentVolumeClaim
      name: demo-pvc  
    mountPath: /source/data
    directories: # indicates which directories will be recovered
    - /source/data

How it will work?

When Stash will find a RestoreSession crd created to restore into a volume, it will launch a Job to restore into that volume.
The recovery Job will restore and store recovered data to the specified volume.

Schedule Backup and Restore Database

Backup Database

User will be able to backup database using Stash.

What user have to do?

Create a Repository crd for respective backend.
Create an AppBinding crd which holds connection information for the database. If the database is deployed with KubeDB, AppBinding crd will be created automatically for each database.
Create a BackupConfiguration crd pointing to the AppBinding crd.

Sample AppBinding crd:

apiVersion: appcatalog.appscode.com/v1alpha1
kind: AppBinding
metadata:
  name: quick-postgres
  namespace: demo
  labels:
    kubedb.com/kind: Postgres
    kubedb.com/name: quick-postgres
spec:
  clientConfig:
    insecureSkipTLSVerify: true
    service:
      name: quick-postgres
      port: 5432
      scheme: "http"
  secret:
    name: quick-postgres-auth
  type: kubedb.com/postgres

Sample BackupConfiguration crd for database backup:

apiVersion: stash.appscode.com/v1beta1
kind: BackupConfiguration
metadata:
  name: database-backup-demo
  namespace: demo
spec:
  schedule: '@every 1h'
  # task indicates Task crd that specifies the steps to backup postgres database
  task:
    name:   pgBackup
    inputs:
      database: my-postgres # specify this field if you want to backup a particular database.
  # repository refers to the Repository crd that hold backend information
  repository:
    name: stash-backup-repo
  # target indicates the respective AppBinding crd for target database
  target:
    ref:
      apiVersion: appcatalog.appscode.com/v1alpha1
      kind: AppBinding
      name: quick-postgres
  # retentionPolicies specify the policy to follow to clean old backup snapshots
  retentionPolicy:
    keepLast: 5
    prune: true

How it will work?

When Stash will see a BackupConfiguration crd for database backup, it will launch a CronJob to take periodic backup of this database.

Restore Database

User will be able to initialize a database from backed up snapshot.

What user have to do?

Create a RestoreSession crd with target field pointing to respective AppBinding crd of the target database.

Sample RestoreSession crd to restore database:

apiVersion: stash.appscode.com/v1beta1
kind: RestoreSession
metadata:
  name: database-recovery-demo
  namespace: demo
spec:
  repository:
    name: stash-backup-repo
  # task indicates Task crd that specifies the steps to restore Postgres database
  task:
    name: pgRecovery
  target: # target indicates where to restore
    # indicates the respective AppBinding crd for target database that we want to initialize from backup
    ref:
      apiVersion: appcatalog.appscode.com/v1alpha1
      kind: AppBinding
      name: quick-postgres

How it will work?:

Stash will launch a Job to restore the backed up database and initialize target with this recovered data.

Schedule Backup Cluster YAMLs

User will be able to backup yaml of the cluster resources. However, currently stash will not provide automatic restore cluster from the YAMLs. So, user will have to create them manually.

In future, Stash might be able to backup and restore not only YAMLs but also entire cluster.

What user have to do?

Create a Repository crd for respective backend.
Create a BackupConfiguration crd with task field point to a Task crd that backup cluster.

Sample BackupConfiguration crd to backup YAMLs of cluster resources:

apiVersion: stash.appscode.com/v1beta1
kind: BackupConfiguration
metadata:
  name: cluster-backup-demo
  namespace: demo
spec:
  schedule: '@every 1h'
  # task indicates Task crd that specifies the steps of backup cluster yamls
  task:
    name: clusterBackup
  # repository refers to the Repository crd that hold backend information
  repository:
    name: stash-backup-repo
  # <no target required for cluster backup>
  # retentionPolicies specify the policy to follow to clean old backup snapshots
  retentionPolicy:
    keepLast: 5
    prune: true

How it will work?

Stash will launch a CronJob using informations of the Task crd specified through task filed.
The CronJob will take periodic backup of the cluster.

Trigger Backup Instantly

User will be able to trigger a scheduled backup instantly.

What user have to do?

Create a BackupSession crd pointing to the target BackupConfiguration crd.

Sample BackupSession crd for triggering instant backup:

apiVersion: stash.appscode.com/v1beta1
kind: BackupSession
metadata:
  name: demo-volume-backup-session
  namespace: demo
spec:
  # backupConfiguration indicates the BackupConfiguration crd of respective target that we want to backup
  backupConfiguration:
    name: volume-backup-demo

How it will work?

For scheduled backup through sidecar container, the sidecar container will take instant backup as it watches for BackupSession crd.
For scheduled backup through CronJob, Stash will launch another job to take instant backup of the target.

Default Backup

User will also be able to configure a default backup for the cluster. So, user will no longer need to create Repository and BackupConfiguration crd for every workload he want to backup. Instead, she will need to add some annotations to the target workload.

What user have to do?

Create a BackupTemplate crd which will hold backend information and backup information.
Add some annotations to the target. If the target is a database then add the annotations to respective AppBinding crd.

Default Backup of Workload Data

Sample BackupTemplate crd to backup workload data:

apiVersion: stash.appscode.com/v1beta1
kind: BackupTemplate
metadata:
  name: workload-data-backup-template
spec:
  backend:
    gcs:
      bucket: stash-backup-repo
      prefix: ${target.namespace}/${target.name} # this prefix template will be used to initialize repository in different directory in backend.
    storageSecretName: gcs-secret # users must ensure this secret is present in respective namespace
  schedule: '@every 1h'
  # < no task required >
  retentionPolicy:
    name: 'keep-last-5'
    keepLast: 5
    prune: true

Sample workload with annotations for default backup:

apiVersion: apps/v1
kind: Deployment
metadata:
  name: stash-demo
  namespace: demo
  labels:
    app: stash-demo
  # if stash find bellow annotations, it will take backup of it.
  annotations:
    stash.appscode.com/backuptemplate: "workload-data-backup-template"
    stash.appscode.com/targetDirectories: "[/source/data]"
spec:
  replicas: 1
  selector:
    matchLabels:
      app: stash-demo
  template:
    metadata:
      labels:
        app: stash-demo
      name: busybox
    spec:
      containers:
      - args:
        - sleep
        - "3600"
        image: busybox
        imagePullPolicy: IfNotPresent
        name: busybox
        volumeMounts:
        - mountPath: /source/data
          name: source-data
      restartPolicy: Always
      volumes:
      - name: source-data
        configMap:
          name: stash-sample-data

Default Backup of a PVC

Sample BackupTemplate crd for stand-alone pvc backup:

apiVersion: stash.appscode.com/v1beta1
kind: BackupTemplate
metadata:
  name: volume-backup-template
spec:
  backend:
    gcs:
      bucket: stash-backup-repo
      prefix: ${target.namespace}/${target.name} # this prefix template will be used to initialize repository in different directory in backend.
    storageSecretName: gcs-secret # users must ensure this secret is present in respective namespace
  schedule: '@every 1h'
  task:
    name: volumeBackup
  retentionPolicy:
    name: 'keep-last-5'
    keepLast: 5
    prune: true

Sample PVC with annotation for default backup:

apiVersion: v1
kind: PersistentVolumeClaim
metadata:
  name: demo-pvc
  namespace: demo
  # if stash find bellow annotations, it will take backup of it.
  annotations:
    stash.appscode.com/backuptemplate: "volume-backup-template"
spec:
  accessModes:
  - ReadWriteMany
  resources:
    requests:
      storage: 1Gi

Default Backup of Database

Sample BackupTemplate crd for database backup:

apiVersion: stash.appscode.com/v1beta1
kind: BackupTemplate
metadata:
  name: pgdb-backup-template
spec:
  backend:
    gcs:
      bucket: stash-backup-repo
      prefix: ${target.namespace}/${target.name} # this prefix template will be used to initialize repository in different directory in backend.
    storageSecretName: gcs-secret # users must ensure this secret is present in respective namespace
  schedule: '@every 1h'
  task:
    name: pgBackup
  retentionPolicy:
    name: 'keep-last-5'
    keepLast: 5
    prune: true

Sample AppBinding crd with annotations for default backup:

apiVersion: appcatalog.appscode.com/v1alpha1
kind: AppBinding
metadata:
  name: quick-postgres
  namespace: demo
  labels:
    kubedb.com/kind: Postgres
    kubedb.com/name: quick-postgres
    # if stash find bellow annotations, it will take backup of it.
    annotations:
      stash.appscode.com/backuptemplate: "pgdb-backup-template"
spec:
  clientConfig:
    insecureSkipTLSVerify: true
    service:
      name: quick-postgres
      port: 5432
      scheme: "http"
  secret:
    name: quick-postgres-auth
  type: kubedb.com/postgres

How it will work?

Stash will watch the workloads, volume and AppBinding crds. When Stash will find an workload/volume/AppBinding crd with these annotations, it will create a Repository crd and a BackupConfiguration crd using the information from respective Task.
Then, Stash will take normal backup as discussed earlier.

Auto Restore

User will be also able to configure an automatic recovery for a particular workload. Each time the workload restart, at first it will perform restore data from backup then original workload’s container will start.

What user have to do?

User will have to provide some annotations in the workload.

Sample workload wit annotation to restore on restart:

apiVersion: apps/v1
kind: Deployment
metadata:
  name: stash-demo
  namespace: demo
  labels:
    app: stash-demo
  # This annotations indicates that data shoul be recovered on each restart of the workload
  annotations:
    stash.appscode.com/restorepolicy: "OnRestart"
    stash.appscode.com/repository: "demo-backup-repo"
    stash.appscode.com/directories: "[/source/data]"
spec:
  replicas: 1
  selector:
    matchLabels:
      app: stash-demo
  template:
    metadata:
      labels:
        app: stash-demo
      name: busybox
    spec:
      containers:
      - args:
        - sleep
        - "3600"
        image: busybox
        imagePullPolicy: IfNotPresent
        name: busybox
        volumeMounts:
        - mountPath: /source/data
          name: source-data
      restartPolicy: Always
      volumes:
      - name: source-data
        configMap:
          name: stash-sample-data

How it will work?

When Stash will see a RestoreSession crd configured for auto recovery, it will inject an init-container to the target.
The init-container will perform recovery on each restart.

Stash cli/kubectl-plugin

We are going to provide a Stash plugin for kubectl. This will help to perform following operations:

Restore into local machine instead of cluster (necessary for testing purpose).
Restore into a different namespace from a repository: copy repository + secret into the desired namespace and then create RestoreSession object.
Backup PV: creates matching PVC from PV (ensures that user has permission to read PV)
Trigger instant backup.

Function

Function are independent single-containered workload specification that perform only single task. For example, pgBackup takes backup a PostgreSQL database and clusterBackup takes backup of YAMLs of cluster resources. Function crd has some variable fields with $ prefix which hast be resolved while creating respective workload. You can consider these variable fields as input for an Function.

Some example Function definition is given below:

clusterBackup

# clusterBackup function backup yamls of all resources of the cluster
apiVersion: stash.appscode.com/v1beta1
kind: Function
metadata:
  name: clusterBackup
spec:
  image:  appscodeci/cluster-tool:v1
  name:  cluster-tool
  args:
  - backup
  - --sanitize=${sanitize}
  - --provider=${provider}
  - --hostname=${hostname}
  - --path=${repoDir}
  - --output-dir=${outputDir}
  - --retention-policy.policy=${policy}
  - --retention-policy.value=${retentionValue}
  - --metrics.enabled=${enableMetric}
  - --metrics.pushgateway-url=${pushgatewayURL}
  - --metrics.labels="workload-kind=${workloadKind},workload-name=${workloadName}"
  volumeMounts:
  - name: ${tempVolumeName}
    mountPath: /tmp/restic
  - name: ${storageSecretName}
    mountPath: /etc/secrets/storage-secret

pgBackup

# pgBackup function backup a PostgreSQL database
apiVersion: stash.appscode.com/v1beta1
kind: Function
metadata:
  name: pgBackup
spec:
  image:  appscodeci/postgresql-tool:v1
  name:  postgres-tool
  args:
  - backup
  - --database=${databases}
  - --provider=${provider}
  - --hostname=${hostname}
  - --path=${repoDir}
  - --output-dir=${outputDir}
  - --retention-policy.policy=${policy}
  - --retention-policy.value=${retentionValue}
  - --metrics.enabled=${enableMetric}
  - --metrics.pushgateway-url=${pushgatewayURL}
  - --metrics.labels="workload-kind=${workloadKind},workload-name=${workloadName}"
  runtimeSettings:
    env:
    - name:  PGPASSWORD
      valueFrom:
        secretKeyRef:
          name: $(databaseSecret)
          key: "POSTGRES_PASSWORD"
    - name:  DB_USER
      valueFrom:
        secretKeyRef:
          name: $(databaseSecret)
          key: "POSTGRES_USER"
    - name:  DB_HOST
      value: $(host)
  volumeMounts:
  - name: ${tempVolumeName}
    mountPath: /tmp/restic
  - name: ${storageSecretName}
    mountPath: /etc/secrets/storage-secret

pgRecovery

# pgRecovery function restore a PostgreSQL database
apiVersion: stash.appscode.com/v1beta1
kind: Function
metadata:
  name: pgRecovery
spec:
  image:  appscodeci/postgresql-tool:v1
  name:  postgres-tool
  args:
  - restore
  - --provider=${provider}
  - --hostname=${hostname}
  - --path=${repoDir}
  - --output-dir=${outputDir}
  - --metrics.enabled=${enableMetric}
  - --metrics.pushgateway-url=${pushgatewayURL}
  - --metrics.labels="workload-kind=${workloadKind},workload-name=${workloadName}"
  runtimeSettings:
    env:
    - name:  PGPASSWORD
      valueFrom:
        secretKeyRef:
          name: $(databaseSecret)
          key: "POSTGRES_PASSWORD"
    - name:  DB_USER
      valueFrom:
        secretKeyRef:
          name: $(databaseSecret)
          key: "POSTGRES_USER"
    - name:  DB_HOST
      value: $(host)
  volumeMounts:
  - name: ${tempVolumeName}
    mountPath: /tmp/restic
  - name: ${storageSecretName}
      mountPath: /etc/secrets/storage-secret

stashPostBackup

# stashPostBackup update Repository and BackupSession status for respective backup
apiVersion: stash.appscode.com/v1beta1
kind: Function
metadata:
  name: stashPostBackup
spec:
  image: appscode/stash:0.9.0
  name:  stash-post-backup
  args:
  - post-backup-update
  - --repository=${repoName}
  - --backupsession=${backupSessionName}
  - --output-json-dir=${outputJsonDir}
  volumeMounts:
  - name: ${outputVolumeName}
    mountPath: /tmp/restic

stashPostRecovery

# stashPostRecovery update RestoreSession status for respective recovery
apiVersion: stash.appscode.com/v1beta1
kind: Function
metadata:
  name: stashPostRecovery
spec:
  image: appscode/stash:0.9.0
  name:  stash-post-recovery
  args:
  - post-recovery-update
  - --recoveryconfiguration=${recoveryConfigurationName}
  - --output-json-dir=${outputJsonDir}
  volumeMounts:
  - name: ${outputVolumeName}
    mountPath: /tmp/restic

Task

A complete backup process may need to perform multiple function. For example, if you want to backup a PostgreSQL database, we need to initialize a Repository, then backup the database and finally update Repository and BackupSession status to inform backup is completed or push backup metrics to a pushgateway . Task specifies these functions sequentially along with their inputs.

We have chosen to break complete backup process into several independent steps so that those individual functions can be used with other tool than Stash. It also make easy to add support for new feature. For example, to add support new database backup, we are going to just require to add a Function and Task crd. We are going to no longer need change anything in Stash operator code. This will also helps users to backup databases that are not officially supported by stash.

Some sample Task is given below:

pgBackup

# pgBackup specifies required functions and their inputs to backup PostgreSQL database
apiVersion: stash.appscode.com/v1beta1
kind: Task
metadata:
  name: pgBackup
spec:
  functions:
  - name: pgBackup
    inputs:
      database: ${databases}
      provider: ${provider}
      hostname: ${hostname}
      repoDir: ${prefix}
      outputDir: ${outputDir}
      policy: ${retentionPolicyName}
      retentionValue: ${retentionPolicyValue}
      enableMetric: ${enableMetric}
      pushgatewayURL: ${pushgatewayURL}
      workloadKind: ${kind}
      workloadName: ${name}
      tempVolumeName: ${tmpVolumeName}
      storageSecretName: ${secretName}
  - name: stashPostBackup
    inputs:
      repoName: ${repoName}
      backupSession: ${backupSessionName}
      outputJsonDir: ${output-dir}
      outputVolumeName: ${output-volume-name}

pgRecovery

# pgRecovery specifies required functions and their inputs to restore PostgreSQL database
apiVersion: stash.appscode.com/v1beta1
kind: Task
metadata:
  name: pgRecovery
spec:
  functions:
  - name: pgRecovery
    inputs:
      provider: ${provider}
      hostname: ${hostname}
      repoDir: ${prefix}
      outputDir: ${outputDir}
      enableMetric: ${enableMetric}
      pushgatewayURL: ${pushgatewayURL}
      workloadKind: ${kind}
      workloadName: ${name}
      tempVolumeName: ${tmpVolumeName}
      storageSecretName: ${secretName}
  - name: stashPostRecovery
    inputs:
      recoveryConfigurationName: ${recoveryConfigurationName}
      outputJsonDir: ${output-dir}
      outputVolumeName: ${output-volume-name}

clusterBackup

# clusterBackup specifies required functions and their inputs to backup cluster yaml
apiVersion: stash.appscode.com/v1beta1
kind: Task
metadata:
  name: clusterBackup
spec:
  functions:
  - name: clusterBackup
    inputs:
      sanitize: ${sanitize}
      provider: ${provider}
      hostname: ${hostname}
      repoDir: ${prefix}
      outputDir: ${outputDir}
      policy: ${retentionPolicyName}
      retentionValue: ${retentionPolicyValue}
      enableMetric: ${enableMetric}
      pushgatewayURL: ${pushgatewayURL}
      workloadKind: ${kind}
      workloadName: ${name}
      tempVolumeName: ${tmpVolumeName}
      storageSecretName: ${secretName}
  - name: stashPostBackup
    inputs:
      repoName: ${repoName}
      backupSession: ${backupSessionName}
      outputJsonDir: ${output-dir}
      outputVolumeName: ${output-volume-name}

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Stash Design Overview

Goal

Schedule Backup and Restore Workload Data

Backup Workload Data

Restore Workload Data

Schedule Backup and Restore PVC

Backup PVC

Restore PVC

Schedule Backup and Restore Database

Backup Database

Restore Database

Schedule Backup Cluster YAMLs

Trigger Backup Instantly

Default Backup

Default Backup of Workload Data

Default Backup of a PVC

Default Backup of Database

Auto Restore

Stash cli/kubectl-plugin

Function

clusterBackup

pgBackup

pgRecovery

stashPostBackup

stashPostRecovery

Task

pgBackup

pgRecovery

clusterBackup

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