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Chapter 13. Backup and restore

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13.1. Backup and restore by using VM snapshots

You can back up and restore virtual machines (VMs) by using snapshots. Snapshots are supported by the following storage providers:

  • Any cloud storage provider with the Container Storage Interface (CSI) driver that supports the Kubernetes Volume Snapshot API

Online snapshots have a default time deadline of five minutes (5m) that can be changed, if needed.

Important

Online snapshots are supported for virtual machines that have hot plugged virtual disks. However, hot plugged disks that are not in the virtual machine specification are not included in the snapshot.

To create snapshots of an online (Running state) VM with the highest integrity, install the QEMU guest agent if it is not included with your operating system. The QEMU guest agent is included with the default Red Hat templates.

The QEMU guest agent takes a consistent snapshot by attempting to quiesce the VM file system as much as possible, depending on the system workload. This ensures that in-flight I/O is written to the disk before the snapshot is taken. If the guest agent is not present, quiescing is not possible and a best-effort snapshot is taken. The conditions under which the snapshot was taken are reflected in the snapshot indications that are displayed in the web console or CLI.

13.1.1. About snapshots

A snapshot represents the state and data of a virtual machine (VM) at a specific point in time. You can use a snapshot to restore an existing VM to a previous state (represented by the snapshot) for backup and disaster recovery or to rapidly roll back to a previous development version.

A VM snapshot is created from a VM that is powered off (Stopped state) or powered on (Running state).

When taking a snapshot of a running VM, the controller checks that the QEMU guest agent is installed and running. If so, it freezes the VM file system before taking the snapshot, and thaws the file system after the snapshot is taken.

The snapshot stores a copy of each Container Storage Interface (CSI) volume attached to the VM and a copy of the VM specification and metadata. Snapshots cannot be changed after creation.

You can perform the following snapshot actions:

  • Create a new snapshot
  • Create a copy of a virtual machine from a snapshot
  • List all snapshots attached to a specific VM
  • Restore a VM from a snapshot
  • Delete an existing VM snapshot

VM snapshot controller and custom resources

The VM snapshot feature introduces three new API objects defined as custom resource definitions (CRDs) for managing snapshots:

  • VirtualMachineSnapshot: Represents a user request to create a snapshot. It contains information about the current state of the VM.
  • VirtualMachineSnapshotContent: Represents a provisioned resource on the cluster (a snapshot). It is created by the VM snapshot controller and contains references to all resources required to restore the VM.
  • VirtualMachineRestore: Represents a user request to restore a VM from a snapshot.

The VM snapshot controller binds a VirtualMachineSnapshotContent object with the VirtualMachineSnapshot object for which it was created, with a one-to-one mapping.

13.1.2. About application-consistent snapshots and backups

You can configure application-consistent snapshots and backups for Linux or Windows virtual machines (VMs) through a cycle of freezing and thawing. For any application, you can either configure a script on a Linux VM or register on a Windows VM to be notified when a snapshot or backup is due to begin.

On a Linux VM, freeze and thaw processes trigger automatically when a snapshot is taken or a backup is started by using, for example, a plugin from Velero or another backup vendor. The freeze process, performed by QEMU Guest Agent (QEMU GA) freeze hooks, ensures that before the snapshot or backup of a VM occurs, all of the VM’s filesystems are frozen and each appropriately configured application is informed that a snapshot or backup is about to start. This notification affords each application the opportunity to quiesce its state. Depending on the application, quiescing might involve temporarily refusing new requests, finishing in-progress operations, and flushing data to disk. The operating system is then directed to quiesce the filesystems by flushing outstanding writes to disk and freezing new write activity. All new connection requests are refused. When all applications have become inactive, the QEMU GA freezes the filesystems, and a snapshot is taken or a backup initiated. After the taking of the snapshot or start of the backup, the thawing process begins. Filesystems writing is reactivated and applications receive notification to resume normal operations.

The same cycle of freezing and thawing is available on a Windows VM. Applications register with the Volume Shadow Copy Service (VSS) to receive notifications that they should flush out their data because a backup or snapshot is imminent. Thawing of the applications after the backup or snapshot is complete returns them to an active state. For more details, see the Windows Server documentation about the Volume Shadow Copy Service.

13.1.3. Creating snapshots

You can create snapshots of virtual machines (VMs) by using the OpenShift Dedicated web console or the command line.

13.1.3.1. Creating a snapshot by using the web console

You can create a snapshot of a virtual machine (VM) by using the OpenShift Dedicated web console.

The VM snapshot includes disks that meet the following requirements:

  • Either a data volume or a persistent volume claim
  • Belong to a storage class that supports Container Storage Interface (CSI) volume snapshots

Procedure

  1. Navigate to Virtualization VirtualMachines in the web console.
  2. Select a VM to open the VirtualMachine details page.
  3. If the VM is running, click the options menu kebab and select Stop to power it down.
  4. Click the Snapshots tab and then click Take Snapshot.
  5. Enter the snapshot name.
  6. Expand Disks included in this Snapshot to see the storage volumes to be included in the snapshot.
  7. If your VM has disks that cannot be included in the snapshot and you wish to proceed, select I am aware of this warning and wish to proceed.
  8. Click Save.

13.1.3.2. Creating a snapshot by using the command line

You can create a virtual machine (VM) snapshot for an offline or online VM by creating a VirtualMachineSnapshot object.

Prerequisites

  • Ensure that the persistent volume claims (PVCs) are in a storage class that supports Container Storage Interface (CSI) volume snapshots.
  • Install the OpenShift CLI (oc).
  • Optional: Power down the VM for which you want to create a snapshot.

Procedure

  1. Create a YAML file to define a VirtualMachineSnapshot object that specifies the name of the new VirtualMachineSnapshot and the name of the source VM as in the following example: 

    apiVersion: snapshot.kubevirt.io/v1alpha1
kind: VirtualMachineSnapshot
metadata:
  name: <snapshot_name>
spec:
  source:
    apiGroup: kubevirt.io
    kind: VirtualMachine
    name: <vm_name>

  2. Create the VirtualMachineSnapshot object: 

    $ oc create -f <snapshot_name>.yaml

    The snapshot controller creates a VirtualMachineSnapshotContent object, binds it to the VirtualMachineSnapshot, and updates the status and readyToUse fields of the VirtualMachineSnapshot object.

  3. Optional: If you are taking an online snapshot, you can use the wait command and monitor the status of the snapshot:

    1. Enter the following command: 

      $ oc wait <vm_name> <snapshot_name> --for condition=Ready

    2. Verify the status of the snapshot:

      • InProgress - The online snapshot operation is still in progress.
      • Succeeded - The online snapshot operation completed successfully.

      • Failed - The online snapshot operaton failed.

        Note

        Online snapshots have a default time deadline of five minutes (5m). If the snapshot does not complete successfully in five minutes, the status is set to failed. Afterwards, the file system will be thawed and the VM unfrozen but the status remains failed until you delete the failed snapshot image.

        To change the default time deadline, add the FailureDeadline attribute to the VM snapshot spec with the time designated in minutes (m) or in seconds (s) that you want to specify before the snapshot operation times out.

        To set no deadline, you can specify 0, though this is generally not recommended, as it can result in an unresponsive VM.

        If you do not specify a unit of time such as m or s, the default is seconds (s).

Verification

  1. Verify that the VirtualMachineSnapshot object is created and bound with VirtualMachineSnapshotContent and that the readyToUse flag is set to true: 

    $ oc describe vmsnapshot <snapshot_name>

    Example output

    apiVersion: snapshot.kubevirt.io/v1alpha1
kind: VirtualMachineSnapshot
metadata:
  creationTimestamp: "2020-09-30T14:41:51Z"
  finalizers:
  - snapshot.kubevirt.io/vmsnapshot-protection
  generation: 5
  name: mysnap
  namespace: default
  resourceVersion: "3897"
  selfLink: /apis/snapshot.kubevirt.io/v1alpha1/namespaces/default/virtualmachinesnapshots/my-vmsnapshot
  uid: 28eedf08-5d6a-42c1-969c-2eda58e2a78d
spec:
  source:
    apiGroup: kubevirt.io
    kind: VirtualMachine
    name: my-vm
status:
  conditions:
  - lastProbeTime: null
    lastTransitionTime: "2020-09-30T14:42:03Z"
    reason: Operation complete
    status: "False" 1
    type: Progressing
  - lastProbeTime: null
    lastTransitionTime: "2020-09-30T14:42:03Z"
    reason: Operation complete
    status: "True" 2
    type: Ready
  creationTime: "2020-09-30T14:42:03Z"
  readyToUse: true 3
  sourceUID: 355897f3-73a0-4ec4-83d3-3c2df9486f4f
  virtualMachineSnapshotContentName: vmsnapshot-content-28eedf08-5d6a-42c1-969c-2eda58e2a78d 4

    1
    The status field of the Progressing condition specifies if the snapshot is still being created.
    2
    The status field of the Ready condition specifies if the snapshot creation process is complete.
    3
    Specifies if the snapshot is ready to be used.
    4
    Specifies that the snapshot is bound to a VirtualMachineSnapshotContent object created by the snapshot controller.
  2. Check the spec:volumeBackups property of the VirtualMachineSnapshotContent resource to verify that the expected PVCs are included in the snapshot.

13.1.4. Verifying online snapshots by using snapshot indications

Snapshot indications are contextual information about online virtual machine (VM) snapshot operations. Indications are not available for offline virtual machine (VM) snapshot operations. Indications are helpful in describing details about the online snapshot creation.

Prerequisites

  • You must have attempted to create an online VM snapshot.

Procedure

  1. Display the output from the snapshot indications by performing one of the following actions:

    • Use the command line to view indicator output in the status stanza of the VirtualMachineSnapshot object YAML.
    • In the web console, click VirtualMachineSnapshot Status in the Snapshot details screen.

  2. Verify the status of your online VM snapshot by viewing the values of the status.indications parameter:

    • Online indicates that the VM was running during online snapshot creation.
    • GuestAgent indicates that the QEMU guest agent was running during online snapshot creation.
    • NoGuestAgent indicates that the QEMU guest agent was not running during online snapshot creation. The QEMU guest agent could not be used to freeze and thaw the file system, either because the QEMU guest agent was not installed or running or due to another error.

13.1.5. Restoring virtual machines from snapshots

You can restore virtual machines (VMs) from snapshots by using the OpenShift Dedicated web console or the command line.

13.1.5.1. Restoring a VM from a snapshot by using the web console

You can restore a virtual machine (VM) to a previous configuration represented by a snapshot in the OpenShift Dedicated web console.

Procedure

  1. Navigate to Virtualization VirtualMachines in the web console.
  2. Select a VM to open the VirtualMachine details page.
  3. If the VM is running, click the options menu kebab and select Stop to power it down.
  4. Click the Snapshots tab to view a list of snapshots associated with the VM.
  5. Select a snapshot to open the Snapshot Details screen.
  6. Click the options menu kebab and select Restore VirtualMachine from snapshot.
  7. Click Restore.

13.1.5.2. Restoring a VM from a snapshot by using the command line

You can restore an existing virtual machine (VM) to a previous configuration by using the command line. You can only restore from an offline VM snapshot.

Prerequisites

  • Power down the VM you want to restore.

Procedure

  1. Create a YAML file to define a VirtualMachineRestore object that specifies the name of the VM you want to restore and the name of the snapshot to be used as the source as in the following example: 

    apiVersion: snapshot.kubevirt.io/v1alpha1
kind: VirtualMachineRestore
metadata:
  name: <vm_restore>
spec:
  target:
    apiGroup: kubevirt.io
    kind: VirtualMachine
    name: <vm_name>
  virtualMachineSnapshotName: <snapshot_name>

  2. Create the VirtualMachineRestore object: 

    $ oc create -f <vm_restore>.yaml

    The snapshot controller updates the status fields of the VirtualMachineRestore object and replaces the existing VM configuration with the snapshot content.

Verification

  • Verify that the VM is restored to the previous state represented by the snapshot and that the complete flag is set to true: 

    $ oc get vmrestore <vm_restore>

    Example output

    apiVersion: snapshot.kubevirt.io/v1alpha1
kind: VirtualMachineRestore
metadata:
creationTimestamp: "2020-09-30T14:46:27Z"
generation: 5
name: my-vmrestore
namespace: default
ownerReferences:
- apiVersion: kubevirt.io/v1
  blockOwnerDeletion: true
  controller: true
  kind: VirtualMachine
  name: my-vm
  uid: 355897f3-73a0-4ec4-83d3-3c2df9486f4f
  resourceVersion: "5512"
  selfLink: /apis/snapshot.kubevirt.io/v1alpha1/namespaces/default/virtualmachinerestores/my-vmrestore
  uid: 71c679a8-136e-46b0-b9b5-f57175a6a041
  spec:
    target:
      apiGroup: kubevirt.io
      kind: VirtualMachine
      name: my-vm
  virtualMachineSnapshotName: my-vmsnapshot
  status:
  complete: true 1
  conditions:
  - lastProbeTime: null
  lastTransitionTime: "2020-09-30T14:46:28Z"
  reason: Operation complete
  status: "False" 2
  type: Progressing
  - lastProbeTime: null
  lastTransitionTime: "2020-09-30T14:46:28Z"
  reason: Operation complete
  status: "True" 3
  type: Ready
  deletedDataVolumes:
  - test-dv1
  restoreTime: "2020-09-30T14:46:28Z"
  restores:
  - dataVolumeName: restore-71c679a8-136e-46b0-b9b5-f57175a6a041-datavolumedisk1
  persistentVolumeClaim: restore-71c679a8-136e-46b0-b9b5-f57175a6a041-datavolumedisk1
  volumeName: datavolumedisk1
  volumeSnapshotName: vmsnapshot-28eedf08-5d6a-42c1-969c-2eda58e2a78d-volume-datavolumedisk1

    1
    Specifies if the process of restoring the VM to the state represented by the snapshot is complete.
    2
    The status field of the Progressing condition specifies if the VM is still being restored.
    3
    The status field of the Ready condition specifies if the VM restoration process is complete.

13.1.6. Deleting snapshots

You can delete snapshots of virtual machines (VMs) by using the OpenShift Dedicated web console or the command line.

13.1.6.1. Deleting a snapshot by using the web console

You can delete an existing virtual machine (VM) snapshot by using the web console.

Procedure

  1. Navigate to Virtualization VirtualMachines in the web console.
  2. Select a VM to open the VirtualMachine details page.
  3. Click the Snapshots tab to view a list of snapshots associated with the VM.
  4. Click the options menu kebab beside a snapshot and select Delete snapshot.
  5. Click Delete.

13.1.6.2. Deleting a virtual machine snapshot in the CLI

You can delete an existing virtual machine (VM) snapshot by deleting the appropriate VirtualMachineSnapshot object.

Prerequisites

  • Install the OpenShift CLI (oc).

Procedure

  • Delete the VirtualMachineSnapshot object: 

    $ oc delete vmsnapshot <snapshot_name>

    The snapshot controller deletes the VirtualMachineSnapshot along with the associated VirtualMachineSnapshotContent object.

Verification

  • Verify that the snapshot is deleted and no longer attached to this VM: 

    $ oc get vmsnapshot

13.2. Backing up and restoring virtual machines

Important

Red Hat supports using OpenShift Virtualization 4.14 or later with OADP 1.3.x or later.

OADP versions earlier than 1.3.0 are not supported for back up and restore of OpenShift Virtualization.

Back up and restore virtual machines by using the OpenShift API for Data Protection.

You can install the OpenShift API for Data Protection (OADP) with OpenShift Virtualization by installing the OADP Operator and configuring a backup location. You can then install the Data Protection Application.

Note

OpenShift API for Data Protection with OpenShift Virtualization supports the following backup and restore storage options:

  • Container Storage Interface (CSI) backups
  • Container Storage Interface (CSI) backups with DataMover

The following storage options are excluded:

  • File system backup and restore
  • Volume snapshot backup and restore

To install the OADP Operator in a restricted network environment, you must first disable the default OperatorHub sources and mirror the Operator catalog.

13.2.1. Installing and configuring OADP with OpenShift Virtualization

As a cluster administrator, you install OADP by installing the OADP Operator.

The latest version of the OADP Operator installs Velero 1.14.

Prerequisites

  • Access to the cluster as a user with the cluster-admin role.

Procedure

  1. Install the OADP Operator according to the instructions for your storage provider.
  2. Install the Data Protection Application (DPA) with the kubevirt and openshift OADP plugins.

  3. Back up virtual machines by creating a Backup custom resource (CR).

    Warning

    Red Hat support is limited to only the following options:

    • CSI backups
    • CSI backups with DataMover.

You restore the Backup CR by creating a Restore CR.

13.2.2. Installing the Data Protection Application 1.3

You install the Data Protection Application (DPA) by creating an instance of the DataProtectionApplication API.

Prerequisites

  • You must install the OADP Operator.
  • You must configure object storage as a backup location.
  • If you use snapshots to back up PVs, your cloud provider must support either a native snapshot API or Container Storage Interface (CSI) snapshots.
  • If the backup and snapshot locations use the same credentials, you must create a Secret with the default name, cloud-credentials.

  • If the backup and snapshot locations use different credentials, you must create two Secrets:

    • Secret with a custom name for the backup location. You add this Secret to the DataProtectionApplication CR.
    • Secret with another custom name for the snapshot location. You add this Secret to the DataProtectionApplication CR.
    Note

    If you do not want to specify backup or snapshot locations during the installation, you can create a default Secret with an empty credentials-velero file. If there is no default Secret, the installation will fail.

Procedure

  1. Click Operators Installed Operators and select the OADP Operator.
  2. Under Provided APIs, click Create instance in the DataProtectionApplication box.

  3. Click YAML View and update the parameters of the DataProtectionApplication manifest: 

    apiVersion: oadp.openshift.io/v1alpha1
kind: DataProtectionApplication
metadata:
  name: <dpa_sample>
  namespace: openshift-adp 1
spec:
  configuration:
    velero:
      defaultPlugins:
        - kubevirt 2
        - gcp 3
        - csi 4
        - openshift 5
      resourceTimeout: 10m 6
    nodeAgent: 7
      enable: true 8
      uploaderType: kopia 9
      podConfig:
        nodeSelector: <node_selector> 10
  backupLocations:
    - velero:
        provider: gcp 11
        default: true
        credential:
          key: cloud
          name: <default_secret> 12
        objectStorage:
          bucket: <bucket_name> 13
          prefix: <prefix> 14
    1
    The default namespace for OADP is openshift-adp. The namespace is a variable and is configurable.
    2
    The kubevirt plugin is mandatory for OpenShift Virtualization.
    3
    Specify the plugin for the backup provider, for example, gcp, if it exists.
    4
    The csi plugin is mandatory for backing up PVs with CSI snapshots. The csi plugin uses the Velero CSI beta snapshot APIs. You do not need to configure a snapshot location.
    5
    The openshift plugin is mandatory.
    6
    Specify how many minutes to wait for several Velero resources before timeout occurs, such as Velero CRD availability, volumeSnapshot deletion, and backup repository availability. The default is 10m.
    7
    The administrative agent that routes the administrative requests to servers.
    8
    Set this value to true if you want to enable nodeAgent and perform File System Backup.
    9
    Enter kopia as your uploader to use the Built-in DataMover. The nodeAgent deploys a daemon set, which means that the nodeAgent pods run on each working node. You can configure File System Backup by adding spec.defaultVolumesToFsBackup: true to the Backup CR.
    10
    Specify the nodes on which Kopia are available. By default, Kopia runs on all nodes.
    11
    Specify the backup provider.
    12
    Specify the correct default name for the Secret, for example, cloud-credentials-gcp, if you use a default plugin for the backup provider. If specifying a custom name, then the custom name is used for the backup location. If you do not specify a Secret name, the default name is used.
    13
    Specify a bucket as the backup storage location. If the bucket is not a dedicated bucket for Velero backups, you must specify a prefix.
    14
    Specify a prefix for Velero backups, for example, velero, if the bucket is used for multiple purposes.
  4. Click Create.

Verification

  1. Verify the installation by viewing the OpenShift API for Data Protection (OADP) resources by running the following command: 

    $ oc get all -n openshift-adp

    Example output

    NAME                                                     READY   STATUS    RESTARTS   AGE
pod/oadp-operator-controller-manager-67d9494d47-6l8z8    2/2     Running   0          2m8s
pod/node-agent-9cq4q                                     1/1     Running   0          94s
pod/node-agent-m4lts                                     1/1     Running   0          94s
pod/node-agent-pv4kr                                     1/1     Running   0          95s
pod/velero-588db7f655-n842v                              1/1     Running   0          95s

NAME                                                       TYPE        CLUSTER-IP       EXTERNAL-IP   PORT(S)    AGE
service/oadp-operator-controller-manager-metrics-service   ClusterIP   172.30.70.140    <none>        8443/TCP   2m8s
service/openshift-adp-velero-metrics-svc                   ClusterIP   172.30.10.0      <none>        8085/TCP   8h

NAME                        DESIRED   CURRENT   READY   UP-TO-DATE   AVAILABLE   NODE SELECTOR   AGE
daemonset.apps/node-agent    3         3         3       3            3           <none>          96s

NAME                                                READY   UP-TO-DATE   AVAILABLE   AGE
deployment.apps/oadp-operator-controller-manager    1/1     1            1           2m9s
deployment.apps/velero                              1/1     1            1           96s

NAME                                                           DESIRED   CURRENT   READY   AGE
replicaset.apps/oadp-operator-controller-manager-67d9494d47    1         1         1       2m9s
replicaset.apps/velero-588db7f655                              1         1         1       96s

  2. Verify that the DataProtectionApplication (DPA) is reconciled by running the following command: 

    $ oc get dpa dpa-sample -n openshift-adp -o jsonpath='{.status}'

    Example output

    {"conditions":[{"lastTransitionTime":"2023-10-27T01:23:57Z","message":"Reconcile complete","reason":"Complete","status":"True","type":"Reconciled"}]}

  3. Verify the type is set to Reconciled.

  4. Verify the backup storage location and confirm that the PHASE is Available by running the following command: 

    $ oc get backupStorageLocation -n openshift-adp

    Example output

    NAME           PHASE       LAST VALIDATED   AGE     DEFAULT
dpa-sample-1   Available   1s               3d16h   true

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