new beta 1.2.4.1

This commit is contained in:
MacRimi
2026-07-23 22:55:28 +02:00
parent 37f06b9e88
commit 91d503ea67
48 changed files with 1052 additions and 328 deletions
@@ -1,7 +1,7 @@
{
"meta": {
"title": "Creating backups — interactive backup flow | ProxMenux",
"description": "The interactive backup flow in ProxMenux. Two entry points (Scripts TUI menu and Monitor Web UI), three destinations, two profile modes, one staging step, and one confirmation dialog. Documents the six-option matrix, the default and custom profiles, and what the operator sees between selecting a backup and the archive landing on the destination.",
"description": "The interactive backup flow in ProxMenux. Two entry points (Scripts TUI menu and Monitor Web UI), three destinations, two profile modes, one staging step, and one confirmation dialog. Documents the six-option matrix, the default and custom profiles, and what the user sees between selecting a backup and the archive landing on the destination.",
"ogTitle": "ProxMenux Backup — creating backups",
"ogDescription": "The interactive backup flow with three destinations, two profiles and a common staging step.",
"twitterTitle": "Creating backups | ProxMenux",
@@ -25,7 +25,7 @@
},
"modes": {
"heading": "Manual vs scheduled backups",
"body": "Backups can be produced in two modes: <strong>manual</strong> (the interactive flow this page documents — the operator picks a destination and a profile from a menu and watches the archive land) or <strong>scheduled</strong> (an unattended job that runs on a cron-style timer and applies the retention configured on the job). Both modes support the same three destinations and the same two profiles, and both are available from both entry points — the Scripts TUI menu and the Monitor Backups tab. Scheduled jobs use the same backend functions as the manual flow through <code>run_scheduled_backup.sh</code>; the archives produced are indistinguishable.",
"body": "Backups can be produced in two modes: <strong>manual</strong> (the interactive flow this page documents — the user picks a destination and a profile from a menu and watches the archive land) or <strong>scheduled</strong> (an unattended job that runs on a cron-style timer and applies the retention configured on the job). Both modes support the same three destinations and the same two profiles, and both are available from both entry points — the Scripts TUI menu and the Monitor Backups tab. Scheduled jobs use the same backend functions as the manual flow through <code>run_scheduled_backup.sh</code>; the archives produced are indistinguishable.",
"seeAlso": "The scheduled-jobs page covers the full flow, including how to create a job, attach it to an existing PVE vzdump timer, and configure the retention values.",
"monitorAlt": "ProxMenux Monitor Backups tab showing the New scheduled backup dialog with destination, profile, schedule and retention fields.",
"monitorCaption": "Scheduled backup — ProxMenux Monitor. The same wizard-style dialog that creates a manual backup carries the schedule and retention fields at the bottom for the unattended path."
@@ -37,7 +37,7 @@
{ "combo": "1", "destination": "PBS", "profile": "Default", "action": "Uploads the default profile plus persistent extras to a configured PBS repository." },
{ "combo": "2", "destination": "Borg", "profile": "Default", "action": "Creates an archive with the default profile plus persistent extras in the selected Borg repository." },
{ "combo": "3", "destination": "Local", "profile": "Default", "action": "Writes a <code>.tar.zst</code> archive with the default profile plus persistent extras to the configured local target." },
{ "combo": "4", "destination": "PBS", "profile": "Custom", "action": "Opens the path picker before the PBS upload; the operator ticks paths and can add new ones." },
{ "combo": "4", "destination": "PBS", "profile": "Custom", "action": "Opens the path picker before the PBS upload; the user ticks paths and can add new ones." },
{ "combo": "5", "destination": "Borg", "profile": "Custom", "action": "Opens the path picker before the Borg archive create." },
{ "combo": "6", "destination": "Local", "profile": "Custom", "action": "Opens the path picker before writing the local <code>.tar.zst</code>." }
]
@@ -45,11 +45,11 @@
"profiles": {
"heading": "Default vs Custom profile",
"defaultTitle": "Default profile",
"defaultBody": "The default profile is the curated list from <code>hb_default_profile_paths</code> (documented in <em>How it works</em> under <em>Path categories</em>) plus every entry in the persistent extras file <code>/usr/local/share/proxmenux/backup-extra-paths.txt</code>. The operator confirms the destination and encryption options and the backup proceeds without further path selection.",
"defaultBody": "The default profile is the curated list from <code>hb_default_profile_paths</code> (documented in <em>How it works</em> under <em>Path categories</em>) plus every entry in the persistent extras file <code>/usr/local/share/proxmenux/backup-extra-paths.txt</code>. The user confirms the destination and encryption options and the backup proceeds without further path selection.",
"customTitle": "Custom profile",
"customBody": "The custom profile opens a checklist showing every path in the default profile (unchecked) and every persistent extra (pre-checked, prefixed with <code>[+]</code>). The operator ticks the set for this run and can press <em>Add custom path</em> to append a new absolute path. Any path added inline is persisted to <code>backup-extra-paths.txt</code> so future backups pick it up automatically without re-adding it. Removing a persistent extra unticks it for this run but does not delete it from the file — deletion is a separate <em>Manage custom paths</em> action outside the backup flow.",
"customBody": "The custom profile opens a checklist showing every path in the default profile (unchecked) and every persistent extra (pre-checked, prefixed with <code>[+]</code>). The user ticks the set for this run and can press <em>Add custom path</em> to append a new absolute path. Any path added inline is persisted to <code>backup-extra-paths.txt</code> so future backups pick it up automatically without re-adding it. Removing a persistent extra unticks it for this run but does not delete it from the file — deletion is a separate <em>Manage custom paths</em> action outside the backup flow.",
"customPickerAlt": "Custom profile checklist showing the default-profile paths (unchecked) and persistent extras (pre-checked with a [+] prefix), plus buttons to add a new path or confirm the selection.",
"customPickerCaption": "Custom profile — the path picker. Default-profile paths are unchecked; persistent extras appear pre-checked with a [+] prefix. The operator ticks the set for this run.",
"customPickerCaption": "Custom profile — the path picker. Default-profile paths are unchecked; persistent extras appear pre-checked with a [+] prefix. The user ticks the set for this run.",
"manageCustomAlt": "Manage custom paths menu showing the list of persistent extras and options to add, remove or edit them.",
"manageCustomCaption": "Manage custom paths — the entry point where persistent extras are added or removed. Every path listed here is included automatically in Default-mode backups without needing to open the Custom picker."
},
@@ -57,11 +57,11 @@
"heading": "What runs regardless of destination",
"intro": "After the profile is resolved, every backend runs the same staging pipeline before diverging into its own upload path. <code>hb_prepare_staging</code> assembles the archive tree in <code>/tmp/proxmenux-DESTINATION-stage.XXXXXX</code> and populates each of the three payloads.",
"steps": [
{ "step": "1", "name": "rootfs assembly", "detail": "Runs <code>rsync -a</code> for each selected path into <code>staging_root/rootfs/</code>. Excludes volatile subpaths (bash history, caches, trash) from <code>/root/</code>. Paths absent from the source are recorded in <code>metadata/missing_paths.txt</code> without stopping the backup." },
{ "step": "1", "name": "rootfs assembly", "detail": "Runs <code>rsync -a</code> for each selected path into <code>staging_root/rootfs/</code>. The pmxcfs database at <code>/var/lib/pve-cluster/config.db</code> is captured separately via <code>sqlite3 .backup</code> to produce a consistent snapshot without stopping the cluster, and the <code>.db-wal</code> / <code>.db-shm</code> sidecars are excluded from the rsync; when <code>sqlite3</code> is not available a <code>config.db.raw-fallback</code> is dropped instead, and the restore promotes it on import. Volatile subpaths (bash history, caches, trash) are excluded from <code>/root/</code>. Paths absent from the source are recorded in <code>metadata/missing_paths.txt</code> without stopping the backup." },
{ "step": "2", "name": "Manifest generation", "detail": "<code>build_manifest.sh</code> orchestrates the six collectors and writes <code>manifest.json</code> at the top of staging. On collector failure, the affected section falls back to a documented empty default; the manifest is still valid." },
{ "step": "3", "name": "Package inventory", "detail": "<code>apt-mark showmanual</code> is captured verbatim into <code>metadata/packages.manual.list</code>. Component state is already inside the restored rootfs (<code>components_status.json</code>) because <code>/usr/local/share/proxmenux/</code> is part of the default profile." },
{ "step": "4", "name": "Run info", "detail": "<code>metadata/run_info.env</code> records the backup run identity — hostname, timestamp, kernel version — used by the restore's compatibility check to determine the cross-kernel direction." },
{ "step": "5", "name": "Notification (start)", "detail": "<code>hb_notify_lifecycle \"start\"</code> fires. If notifications are configured in the Monitor, an operator-facing <em>Host backup started</em> event is emitted. Silent if no channels are configured." }
{ "step": "5", "name": "Notification (start)", "detail": "<code>hb_notify_lifecycle \"start\"</code> fires. If notifications are configured in the Monitor, an user-facing <em>Host backup started</em> event is emitted. Silent if no channels are configured." }
]
},
"included": {
@@ -75,7 +75,7 @@
"<code>*.log</code> — log files."
],
"rootTitle": "<code>/root/</code> exclusions",
"rootBody": "<code>/root/</code> is part of the default profile so operator scripts and config land in the archive. Volatile subpaths are dropped:",
"rootBody": "<code>/root/</code> is part of the default profile so user scripts and config land in the archive. Volatile subpaths are dropped:",
"rootItems": [
"<code>.bash_history</code>",
"<code>.cache/</code>",
@@ -107,7 +107,7 @@
"archiveStructure": {
"heading": "Archive structure",
"intro": "The staging directory produced by every backend follows the same layout regardless of destination. The tarball, PBS <code>.pxar</code> or Borg archive stores this tree verbatim.",
"tree": "backup-[timestamp]/\n├── manifest.json # structured host state (kernel_params, hardware, storage, guests, components, source_host)\n├── metadata/\n│ ├── packages.manual.list # output of apt-mark showmanual\n│ ├── run_info.env # hostname, timestamp, kernel version\n│ ├── paths_archived.txt # exact list of paths that reached rootfs/\n│ └── missing_paths.txt # paths from the profile absent on source\n└── rootfs/\n ├── etc/ # /etc/pve, /etc/network, /etc/ssh, /etc/apt, ...\n ├── root/ # /root without volatile subpaths\n ├── usr/local/ # /usr/local/bin, /usr/local/sbin, /usr/local/share/proxmenux (state only)\n └── var/ # /var/lib/pve-cluster, /var/spool/cron/crontabs"
"tree": "backup-[timestamp]/\n├── manifest.json # structured host state (kernel_params, hardware, storage, guests, components, source_host)\n├── metadata/\n│ ├── packages.manual.list # output of apt-mark showmanual\n│ ├── run_info.env # hostname, timestamp, kernel version, pmxcfs method\n│ ├── paths_archived.txt # exact list of paths that reached rootfs/\n│ └── missing_paths.txt # paths from the profile absent on source\n└── rootfs/\n ├── etc/ # /etc/pve, /etc/network, /etc/systemd/network, /etc/ssh, /etc/apt, ...\n ├── root/ # /root without volatile subpaths\n ├── usr/local/ # /usr/local/bin, /usr/local/sbin, /usr/local/share/proxmenux (state only)\n └── var/ # /var/lib/pve-cluster (config.db via sqlite3 .backup), /var/spool/cron/crontabs"
},
"confirmation": {
"heading": "Confirmation summary",
@@ -115,7 +115,7 @@
},
"writing": {
"heading": "Writing to the destination",
"intro": "Once the operator confirms, each backend runs its own write step. The mechanics are covered in the destination pages; the shared surface is the log, the sidecar and the completion notification.",
"intro": "Once the user confirms, each backend runs its own write step. The mechanics are covered in the destination pages; the shared surface is the log, the sidecar and the completion notification.",
"rows": [
{ "topic": "Log file", "detail": "Every backend writes its full output to <code>/tmp/proxmenux-DESTINATION-backup-YYYYMMDD_HHMMSS.log</code> and, on failure, offers to open it in a scrollable dialog. The log path is printed in the completion summary only when the file has content." },
{ "topic": "Sidecar (local only)", "detail": "<code>hb_write_archive_sidecar</code> drops a <code>*.proxmenux.json</code> next to the local archive so the Monitor identifies it as a ProxMenux host backup even after moves or renames." },
@@ -46,14 +46,14 @@
"intro": "The safe-subset filter alone would leave the target without the tuning the user had inside those boot-critical files: IOMMU cmdline for GPU passthrough, VFIO device IDs, custom <code>GRUB_TIMEOUT</code>, nvidia blacklists. The hydration pass re-applies those bits kernel-agnostically. Four phases run when the target kernel is newer than the backup's, each additive (never overwrites a value the target already carries) and idempotent (running twice is a no-op).",
"phaseRows": [
{ "phase": "1a — GRUB path", "detail": "For hosts using GRUB (ext4/lvm installs). <code>_rs_hyd_grub</code> merges every token from the backup's <code>manifest.kernel_params.cmdline_extra</code> into the target's live <code>GRUB_CMDLINE_LINUX_DEFAULT</code>, skipping tokens whose key the target already carries. Then merges whitelisted <code>GRUB_*</code> keys (<code>GRUB_TIMEOUT</code>, <code>GRUB_TIMEOUT_STYLE</code>, <code>GRUB_DEFAULT</code>, <code>GRUB_TERMINAL</code>, <code>GRUB_DISABLE_OS_PROBER</code>, <code>GRUB_SERIAL_COMMAND</code>, <code>GRUB_GFXMODE</code>, <code>GRUB_GFXPAYLOAD_LINUX</code>) from the backup's <code>/etc/default/grub</code> if they differ from the target's." },
{ "phase": "1b — systemd-boot / ZFS path", "detail": "For hosts using systemd-boot (typically ZFS-on-root). <code>_rs_hyd_kernel_cmdline</code> merges operator tokens from <code>cmdline_extra</code> into the target's <code>/etc/kernel/cmdline</code>, keeping the target's own <code>root=</code>, <code>boot=</code> and <code>rootflags=</code> boilerplate intact." },
{ "phase": "1b — systemd-boot / ZFS path", "detail": "For hosts using systemd-boot (typically ZFS-on-root). <code>_rs_hyd_kernel_cmdline</code> merges user tokens from <code>cmdline_extra</code> into the target's <code>/etc/kernel/cmdline</code>, keeping the target's own <code>root=</code>, <code>boot=</code> and <code>rootflags=</code> boilerplate intact." },
{ "phase": "2 — /etc/modules merge", "detail": "<code>_rs_hyd_modules</code> appends modules from <code>manifest.kernel_params.modules_loaded_at_boot</code> that are in the whitelist (<code>vfio</code>, <code>vfio_pci</code>, <code>vfio_iommu_type1</code>, <code>vfio_virqfd</code>, <code>kvm</code>, <code>kvm_intel</code>, <code>kvm_amd</code>, <code>nvidia</code>, <code>nvidia_drm</code>, <code>nvidia_modeset</code>, <code>nvidia_uvm</code>, <code>i915</code>, <code>xe</code>) AND not already present in the target's <code>/etc/modules</code>." },
{ "phase": "3 — Whitelisted files copy", "detail": "<code>_rs_hyd_files</code> copies operator-authored files from the staging rootfs to the live target when the content differs. Whitelist covers VFIO/nvidia/blacklist files under <code>/etc/modprobe.d</code>, <code>/etc/modules-load.d</code>, and the ProxMenux VFIO bind rule + nvidia udev rules under <code>/etc/udev/rules.d</code>. Distro-owned files (<code>pve-blacklist.conf</code>, <code>mdadm.conf</code>, <code>nvme.conf</code>) are intentionally excluded — their contents evolve between releases." },
{ "phase": "3 — Whitelisted files copy", "detail": "<code>_rs_hyd_files</code> copies user-authored files from the staging rootfs to the live target when the content differs. Whitelist covers VFIO/nvidia/blacklist files under <code>/etc/modprobe.d</code>, <code>/etc/modules-load.d</code>, and the ProxMenux VFIO bind rule + nvidia udev rules under <code>/etc/udev/rules.d</code>. Distro-owned files (<code>pve-blacklist.conf</code>, <code>mdadm.conf</code>, <code>nvme.conf</code>) are intentionally excluded — their contents evolve between releases." },
{ "phase": "4 — Force post-boot reflows", "detail": "The four phases write directly to the live target OUTSIDE the normal restore pipeline. To make the merged tokens/modules/files take effect on the next boot, <code>HB_HYDRATION_APPLIED=1</code> propagates through <code>plan.env</code> to <code>apply_pending_restore.sh</code>, which forces <code>NEEDS_INITRAMFS=1</code> and <code>NEEDS_GRUB=1</code> regardless of what was in the apply list. The post-boot dispatcher then regenerates initramfs and refreshes the bootloader." }
]
},
"planCommit": {
"heading": "Plan vs commit — the operator sees a preview first",
"heading": "Plan vs commit — the user sees a preview first",
"body": "The hydration runs in two modes. Before the confirmation dialog, ProxMenux runs <code>_rs_apply_bk_older_hydration</code> in <code>plan</code> mode: it computes exactly what would be merged, populates <code>RS_HYDRATION_SUMMARY</code> with a green block listing each action, and returns without writing. The confirmation dialog shows that green block alongside the amber safe-subset skip list, so the user sees UPFRONT what will be re-applied automatically. After the user confirms, ProxMenux re-runs the same helper in <code>commit</code> mode — same phases, same logic, but this time each phase writes to the live target. Cancelling the confirmation dialog leaves the target untouched."
},
"flowDiagram": {
@@ -23,7 +23,7 @@
{
"id": "passphrase-recuperacion",
"term": "Recovery passphrase",
"def": "Text password the operator picks to protect the <a href=\"#sobre-recuperacion\">recovery envelope</a>. It is prompted twice with a match check, and is only used to encrypt the envelope and to decrypt it if the keyfile ever needs to be recovered. <strong>It is not the passphrase that unlocks the keyfile itself</strong>, and it is never sent to PBS. During a normal backup it never leaves the host."
"def": "Text password the user picks to protect the <a href=\"#sobre-recuperacion\">recovery envelope</a>. It is prompted twice with a match check, and is only used to encrypt the envelope and to decrypt it if the keyfile ever needs to be recovered. <strong>It is not the passphrase that unlocks the keyfile itself</strong>, and it is never sent to PBS. During a normal backup it never leaves the host."
},
{
"id": "clave-cifrado",
@@ -130,7 +130,7 @@
{
"id": "backup-id",
"term": "Backup ID",
"def": "Name of the <a href=\"#grupo-copia\">backup group</a>. ProxMenux defaults to <code>hostcfg-HOSTNAME</code> and lets the operator edit it before upload; unsupported characters are stripped automatically."
"def": "Name of the <a href=\"#grupo-copia\">backup group</a>. ProxMenux defaults to <code>hostcfg-HOSTNAME</code> and lets the user edit it before upload; unsupported characters are stripped automatically."
},
{
"id": "pxar",
@@ -20,11 +20,11 @@
"heading": "Archive layout",
"intro": "Every archive follows the same tree layout regardless of destination. The <code>metadata/</code> subdirectory holds the structured payloads; the <code>rootfs/</code> subdirectory holds the filesystem copy.",
"treeCaption": "The staging directory laid out during a backup. Every destination receives the same tree (adapted to its native format: tar for local, PBS chunks for PBS, borg segments for Borg).",
"tree": "backup-[timestamp]/\n├── manifest.json # structured host state\n├── metadata/\n│ ├── packages.manual.list # apt-mark showmanual\n│ ├── run_info.env # backup run identity + kernel version\n│ ├── paths_archived.txt # exact list of paths that reached rootfs/\n│ └── missing_paths.txt # paths from the profile absent on source\n└── rootfs/\n ├── etc/ # /etc/pve, /etc/network, /etc/ssh, …\n ├── root/ # /root (with volatile subdirs excluded)\n ├── usr/local/ # /usr/local/bin, /usr/local/share/proxmenux, …\n └── var/ # /var/lib/pve-cluster, /var/spool/cron/…"
"tree": "backup-[timestamp]/\n├── manifest.json # structured host state\n├── metadata/\n│ ├── packages.manual.list # apt-mark showmanual\n│ ├── run_info.env # backup run identity + kernel version + pmxcfs method\n│ ├── paths_archived.txt # exact list of paths that reached rootfs/\n│ └── missing_paths.txt # paths from the profile absent on source\n└── rootfs/\n ├── etc/ # /etc/pve, /etc/network, /etc/systemd/network, /etc/ssh, …\n ├── root/ # /root (with volatile subdirs excluded)\n ├── usr/local/ # /usr/local/bin, /usr/local/share/proxmenux, …\n └── var/ # /var/lib/pve-cluster (config.db via sqlite3 .backup), /var/spool/cron/…"
},
"rootfs": {
"heading": "The rootfs payload",
"intro": "The <code>rootfs/</code> tree is a <strong>plain filesystem copy</strong> produced by <code>rsync</code> from the source host. It contains a curated <strong>default profile</strong> of paths that matter for a Proxmox restore, plus any <strong>custom paths</strong> added by the operator to the backup job or interactive session. The set is deliberately narrow: only paths that either <em>hold configuration</em> or <em>hold state that Proxmox cannot regenerate on its own</em>.",
"intro": "The <code>rootfs/</code> tree is a <strong>plain filesystem copy</strong> produced by <code>rsync</code> from the source host. It contains a curated <strong>default profile</strong> of paths that matter for a Proxmox restore, plus any <strong>custom paths</strong> added by the user to the backup job or interactive session. The set is deliberately narrow: only paths that either <em>hold configuration</em> or <em>hold state that Proxmox cannot regenerate on its own</em>.",
"defaultProfileTitle": "The default profile",
"defaultProfileBody": "The default profile is defined by <code>hb_default_profile_paths</code> in <code>lib_host_backup_common.sh</code>. It covers eight categories that together describe a working Proxmox host:",
"categoriesTitle": "Path categories",
@@ -32,17 +32,17 @@
{
"category": "PVE core",
"paths": "/etc/pve, /var/lib/pve-cluster, /etc/vzdump.conf",
"why": "Cluster filesystem contents, cluster live data, vzdump defaults."
"why": "Cluster filesystem contents and vzdump defaults. The pmxcfs database (<code>config.db</code>) is captured as a consistent snapshot via <code>sqlite3 .backup</code> without stopping the cluster, and the <code>.db-wal</code> / <code>.db-shm</code> sidecars are excluded from the rsync. When <code>sqlite3</code> is not available, a <code>config.db.raw-fallback</code> is dropped instead, which the restore promotes automatically."
},
{
"category": "Host identity & network",
"paths": "/etc/hostname, /etc/hosts, /etc/timezone, /etc/resolv.conf, /etc/network",
"why": "Everything the host needs to come up on the network with the same identity."
"paths": "/etc/hostname, /etc/hosts, /etc/timezone, /etc/resolv.conf, /etc/network, /etc/systemd/network",
"why": "Everything the host needs to come up on the network with the same identity. The <code>.link</code> files under <code>/etc/systemd/network</code> pin NIC names to their MAC, so reinstalls and hardware changes do not rename interfaces."
},
{
"category": "Access & auth",
"paths": "/etc/ssh, /etc/sudoers, /etc/sudoers.d, /etc/pam.d, /etc/security",
"why": "SSH keys, sudo rules and PAM configuration. Losing these locks the operator out of the restored host."
"why": "SSH keys, sudo rules and PAM configuration. Losing these locks the user out of the restored host."
},
{
"category": "Kernel & boot",
@@ -57,7 +57,7 @@
{
"category": "Packaging & cron",
"paths": "/etc/apt, /etc/cron.d, /etc/cron.{daily,hourly,weekly,monthly}, /etc/cron.allow, /etc/cron.deny, /var/spool/cron/crontabs",
"why": "APT sources for consistent package resolution, scheduled tasks defined by the operator."
"why": "APT sources for consistent package resolution, scheduled tasks defined by the user."
},
{
"category": "ProxMenux state & tools",
@@ -78,11 +78,11 @@
"customTitle": "Extending the profile with custom paths",
"customBody": "Beyond the default profile, ProxMenux offers two ways to include additional paths in a backup. They compose without conflict and both apply to interactive backups and scheduled jobs.",
"customExtrasTitle": "1. Persistent extras (per-host file)",
"customExtrasBody": "A text file at <code>/usr/local/share/proxmenux/backup-extra-paths.txt</code> holds a list of absolute paths the operator has marked as \"always include\" on this host. When a backup runs in <strong>Default</strong> mode, ProxMenux appends these paths to the default profile automatically without asking. The file is edited from the interface — no manual editing needed — and persists across reboots and updates. One absolute path per line; <code>#</code> comments are allowed.",
"customExtrasBody": "A text file at <code>/usr/local/share/proxmenux/backup-extra-paths.txt</code> holds a list of absolute paths the user has marked as \"always include\" on this host. When a backup runs in <strong>Default</strong> mode, ProxMenux appends these paths to the default profile automatically without asking. The file is edited from the interface — no manual editing needed — and persists across reboots and updates. One absolute path per line; <code>#</code> comments are allowed.",
"customModeTitle": "2. Custom mode (per-run)",
"customModeBody": "Launching a backup in <strong>Custom</strong> mode replaces the automatic application of the default profile with a checklist showing every path: the default-profile entries and the persistent extras (prefixed with <code>[+]</code> and pre-checked). The operator ticks or unticks entries for that specific run, and can also press <em>Add custom path</em> to enter a new path — which is then persisted to the extras file for future backups.",
"customModeBody": "Launching a backup in <strong>Custom</strong> mode replaces the automatic application of the default profile with a checklist showing every path: the default-profile entries and the persistent extras (prefixed with <code>[+]</code> and pre-checked). The user ticks or unticks entries for that specific run, and can also press <em>Add custom path</em> to enter a new path — which is then persisted to the extras file for future backups.",
"customMissingTitle": "Paths absent from the source",
"customMissingBody": "Any path from the profile (default or added) that does not exist on the source host is recorded in <code>metadata/missing_paths.txt</code> inside the archive. The backup neither fails nor stops — the operator sees a summary of archived paths and missing paths at the end. In practice this happens for optional tooling paths like <code>/etc/wireguard</code> or <code>/etc/prometheus</code> when those tools are not installed."
"customMissingBody": "Any path from the profile (default or added) that does not exist on the source host is recorded in <code>metadata/missing_paths.txt</code> inside the archive. The backup neither fails nor stops — the user sees a summary of archived paths and missing paths at the end. In practice this happens for optional tooling paths like <code>/etc/wireguard</code> or <code>/etc/prometheus</code> when those tools are not installed."
},
"manifest": {
"heading": "The manifest payload",
@@ -102,7 +102,7 @@
{
"collector": "collect_storage.sh",
"produces": "storage_inventory",
"content": "ZFS pools (with pool type + member disks resolved to <code>/dev/disk/by-id/*</code> for portability), LVM volume groups + thin pools, physical disks with SMART capability, PVE <code>storage.cfg</code> entries, external mounts."
"content": "ZFS pools (with pool type + member disks resolved to <code>/dev/disk/by-id/*</code>, <code>/dev/disk/by-partuuid/*</code> or raw <code>/dev/sdX</code> paths depending on how each pool was originally created), LVM volume groups + thin pools, physical disks with SMART capability, PVE <code>storage.cfg</code> entries, external mounts."
},
{
"collector": "collect_kernel.sh",
@@ -157,8 +157,8 @@
},
"restoreFlow": {
"heading": "How the restore consumes the three payloads",
"intro": "The restore is a five-stage pipeline. Each stage reads a specific subset of the archive and updates the target host. No stage requires the source host to be reachable — the archive is fully self-contained.",
"stagesCaption": "Stage 1 uses the manifest to decide what to touch. Stage 2 copies rootfs paths that are safe to apply on a running system. Stage 3 stages the risky paths for the next boot. Stage 4 handles packages. Stage 5 runs after the reboot and reinstalls components against the target's kernel.",
"intro": "The restore is a six-stage pipeline. Each stage reads a specific subset of the archive and updates the target host. No stage requires the source host to be reachable — the archive is fully self-contained.",
"stagesCaption": "Stage 1 uses the manifest to decide what to touch. Stage 2 copies rootfs paths that are safe to apply on a running system. Stage 3 stages the risky paths for the next boot. Stage 3b imports non-root ZFS data pools whose disks are all present. Stage 4 handles packages. Stage 5 runs after the reboot and reinstalls components against the target's kernel.",
"stageRows": [
{
"stage": "1",
@@ -178,6 +178,12 @@
"reads": "rootfs/ (reboot + dangerous paths)",
"action": "<code>_rs_prepare_pending_restore</code> stages risky paths under <code>/var/lib/proxmenux/pending-restore/</code>, writes <code>plan.env</code>, <code>apply-on-boot.list</code> and <code>rs-skip-paths.txt</code>, and enables <code>proxmenux-restore-onboot.service</code> to fire on the next boot."
},
{
"stage": "3b",
"name": "Data-pool import",
"reads": "manifest.storage_inventory + target ZFS state",
"action": "<code>_rs_import_data_pools</code> imports every non-root ZFS pool whose full set of disks is present on the target. Pools carrying a foreign hostid are retried with <code>zpool import -f</code>. Pools missing any disk are skipped with a warning. The per-pool outcome is recorded in <code>/var/log/proxmenux/restore-datapools-&lt;timestamp&gt;.log</code>."
},
{
"stage": "4",
"name": "Package install",
@@ -36,7 +36,7 @@
"intro": "A ProxMenux archive is structured around three self-contained payloads. The restore uses all three together to reproduce the source host on a target that may not even have the same kernel installed.",
"diagramCaption": "Every backup ships the same three payloads regardless of destination. The restore consumes all three: rootfs to lay down files, manifest to detect drift and cross-kernel differences, and application inventory to re-install packages and components against the target's own kernel.",
"pillar1Label": "Filesystem",
"pillar1Detail": "rootfs/\n(rsync of\n/etc, /root,\n/var/lib/pve-cluster,\n+ optional paths)",
"pillar1Detail": "rootfs/\n(rsync of /etc,\n/etc/systemd/network,\n/root, plus a\nsqlite3 snapshot\nof /var/lib/pve-cluster,\n+ optional paths)",
"pillar2Label": "Manifest",
"pillar2Detail": "manifest.json\n(hardware, kernel\nparams, network,\nZFS, users, cron,\nZFS pools, storage)",
"pillar3Label": "Applications",
@@ -44,7 +44,7 @@
},
"restoreIsUniversal": {
"heading": "The restore reproduces the source host, not the archive",
"body": "Restoring a ProxMenux backup does not just extract the filesystem. The restore flow reads the manifest to detect drift between the source and the target (hardware differences, NIC renames, kernel version, ZFS pool identity), replays the filesystem, then triggers the correct component installer for every service that was installed on the source (NVIDIA driver, Coral TPU, AMD GPU tools, Intel GPU tools). Each installer runs against the <strong>target's current kernel</strong>, so the restored host does not depend on the source's kernel being present. When the target's kernel is newer than the backup's, a kernel-agnostic <strong>hydration</strong> pass merges the operator's own tuning (IOMMU tokens, VFIO device IDs, custom quirks, GRUB keys) into the target's fresh boot configuration without copying kernel-tied files verbatim."
"body": "Restoring a ProxMenux backup does not just extract the filesystem. The restore flow reads the manifest to detect drift between the source and the target (hardware differences, NIC renames, kernel version, ZFS pool identity), replays the filesystem, then triggers the correct component installer for every service that was installed on the source (NVIDIA driver, Coral TPU, AMD GPU tools, Intel GPU tools). Each installer runs against the <strong>target's current kernel</strong>, so the restored host does not depend on the source's kernel being present. When the target's kernel is newer than the backup's, a kernel-agnostic <strong>hydration</strong> pass merges the user's own tuning (IOMMU tokens, VFIO device IDs, custom quirks, GRUB keys) into the target's fresh boot configuration without copying kernel-tied files verbatim."
},
"twoInterfaces": {
"heading": "Two interfaces, one backend",
File diff suppressed because one or more lines are too long
@@ -39,7 +39,7 @@
"heading": "How attach mode works",
"intro": "PVE writes <code>vzdump</code> tasks to <code>/etc/pve/jobs.cfg</code> — one stanza per task, each pointing at a storage where the VM and LXC dumps land. Attach mode requires that storage to be a backend ProxMenux understands (Local or PBS); when the task fires, ProxMenux runs alongside it.",
"steps": [
{ "step": "1", "detail": "During job creation, ProxMenux lists compatible parent PVE tasks via <code>hb_pve_list_vzdump_jobs_for_backend</code>. The operator picks one." },
{ "step": "1", "detail": "During job creation, ProxMenux lists compatible parent PVE tasks via <code>hb_pve_list_vzdump_jobs_for_backend</code>. The user picks one." },
{ "step": "2", "detail": "The job's <code>.env</code> is written with <code>PVE_PARENT_JOB</code>, <code>PVE_STORAGE</code> and the inherited <code>KEEP_*</code> values; no systemd timer is created." },
{ "step": "3", "detail": "<code>hb_install_vzdump_hook</code> registers a script-hook in <code>/etc/vzdump.conf</code>. When PVE runs any vzdump task, the hook script fires; if the <code>$STOREID</code> passed to it matches an attached job's <code>PVE_STORAGE</code>, the runner is invoked for that job." },
{ "step": "4", "detail": "The archive lands in the same storage the vzdump dumps just wrote to: <code>path/dump/</code> for Local, or the PBS repository configured on the PVE storage entry." }
@@ -78,7 +78,7 @@
},
"notifications": {
"heading": "Notifications",
"body": "Every scheduled run fires the same <code>hb_notify_lifecycle</code> events as the interactive flow (<code>start</code>, <code>complete</code>, <code>fail</code>). If notification channels are configured in the Monitor, unattended jobs surface their results the same way manual backups do — an operator does not need to check the log to know whether a job succeeded."
"body": "Every scheduled run fires the same <code>hb_notify_lifecycle</code> events as the interactive flow (<code>start</code>, <code>complete</code>, <code>fail</code>). If notification channels are configured in the Monitor, unattended jobs surface their results the same way manual backups do — an user does not need to check the log to know whether a job succeeded."
},
"whereNext": {
"heading": "Where to go next",