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Ansible role to install and configure restic and systemd timers to take backups with restic periodically

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Mikroways/ansible_restic

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Ansible Role: mikroways.restic

This role was inspired by the excelent article from Jack Henschel, Restic Backups with Systemd and Prometheus exporter. I've also found an inspiration from other existing roles as: arsillio.restic but evolving from cron to systemd was my objective, so I've decided to write this new role as a composition of ideas.

This documentation needs to be updated with changes introduced since 2.0.x

Description

This role installs Restic and configures as many backup tasks to make backupsC as defined, each with its corresponding restic repo.

So the fact is that you will be using this role to:

  • Install restic
  • Setup restic repos, named repo1, repo2, repo3
  • Setup restic backup scripts to backup data from your system into some of the previously defined repos. Each of this backup scripts can then be used in different ways:
    • Manually
    • From a systemd timer

Using systemd timer is more like using cronjobs. The main difference is the potencial systemd provides as ordering services, for example to mount a automount a filesystem previous to runing a backup script, drift randomly a scheduled task so not all tasks run at the same time (RandomizedDelaySec), and many other features that makes this a decoupled solution. Moreover, with systemd we can manage faiures, so when a backup failed we can manage what to do!

Backup Scripts

This role will create as many backup scripts as you define. For each defined backup, you will get three scripts:

  • One with restic credentials
  • Other with restic backup script and eventually a repository initialization
  • The last one will prune your backups

This scripts will be stored in a configurable scripts directory: restic_script_dir.

Requirements

  • bzip2

Role Variables

Name Default Description
restic_url undefined The URL to download restic from. Use this variable to overwrite the default
restic_version '0.12.0' The version of Restic to install
restic_download_path '/opt/restic' Download location for the restic binary
restic_install_path '/usr/bin' Install location for the restic binary
restic_script_dir '{{ restic_download_path }}/restic' Location of the generated backup scripts
restic_repos {} A dictionary of repositories where snapshots are stored
restic_backups {} (or []) A list of dictionaries specifying the files and directories to be backed up
restic_create_systemd_timer false Configure systemd timer or not
restic_dir_owner {{ ansible_user }} User id to configure restic script folder
restic_dir_group {{ ansible_user }} Group id to configure restic script folder
restic_access_template restic_access.j2 Template to load used restic variables in backup scripts
restic_backup_template restic_backup.j2 Template script to make backups
restic_prune_template restic_prune.j2 Template script ro prune backups
restic_systemd_timer_template systemd_timer.unit.j2 Template for systemd timer unit
restic_systemd_service_template systemd_service.unit.j2 Template for systemd restic backup service called by timer
restic_systemd_failure_service_template systemd_failure.unit.j2 Template for systemd on error handling
restic_systemd_failure_service_name restic-backup-failure@.service Name of systemd service to handle errors
restic_prometheus_exporter_enabled false
restic_prometheus_exporter_template restic_prometheus_exporter.j2
restic_prometheus_exporter_script {{ restic_script_dir }}/restic_prometheus_exporter.sh
restic_prometheus_exporter_metrics_basedir /var/lib/node-exporter
restic_failure_template restic_failure_unit.j2
restic_failure_script {{restic_script_dir }}/unit-failure
restic_failure_mail_to root
restic_non_root_setup false Installs Restic as a specific user with read-only rights. (See restic docs)
restic_non_root_setup_user restic
restic_gomaxprocs not defined By default, restic uses all available CPU cores. Use this variable to limit the number of used CPU cores.

Repos

Restic stores data in repositories. You have to specify at least one repository to be able to use this role. A repository can be local or remote (see the official documentation).

Using an SFTP repository

For using an SFTP backend, the user needs passwordless access to the host. Please make sure to distribute ssh keys accordingly, as this is outside of the scope of this role.

Available variables:

Name Required Description
location yes The location of the Backend. Currently, Local, SFTP, S3 and B2 are supported
password yes The password used to secure this repository
aws_access_key no The access key for the S3 backend
aws_secret_access_key no The secret access key for the S3 backend
aws_default_region no The desired region for the S3 backend
b2_account_id no The account ID for Backblaze B2 backend
b2_account_key no The account key for Backblaze B2 backend
Repo will be initialized if it is not done.

Example:

restic_repos:
  local:
    location: /srv/restic-repo
    password: securepassword1
  remote:
    location: sftp:user@host:/srv/restic-repo
    password: securepassword2

Backups

A backup specifies a directory or file to be backuped. A backup is written to a Repository defined in restic_repos.

Available variables:

Name Required (Default) Description
name yes The name of this backup. Used together with pruning and scheduling and needs to be unique.
repo yes The name of the repository to backup to.
src yes The source directory or file
stdin no Is this backup created from a stdin?
stdin_cmd no (yes if stdin == true) The command to produce the stdin.
stdin_filename no The filename used in the repository.
tags no Array of default tags
keep_last no If set, only keeps the last n snapshots.
keep_hourly no If set, only keeps the last n hourly snapshots.
keep_daily no If set, only keeps the last n daily snapshots.
keep_weekly no If set, only keeps the last n weekly snapshots.
keep_monthly no If set, only keeps the last n monthly snapshots.
keep_yearly no If set, only keeps the last n yearly snapshots.
keep_within no If set, only keeps snapshots in this time period.
keep_tag no If set, keep snapshots with this tags. Make sure to specify a list.
prune no (false) If true, the restic forget command in the script has the --prune option appended.
schedules no ([]) Array of calendar event expressions as explained here
exclude no ({}) Allows you to specify files to exclude. See Exclude for reference.

Example:

restic_backups:
  data:
    name: data
    repo: remote
    src: /path/to/data
    schedules:
            -  "*-*-* 02,16:45:00"

Exclude

the exclude key on a backup allows you to specify multiple files to exclude or files to look for filenames to be excluded. You can specify the following keys:

exclude:
    exclude_cache: true
    exclude:
        - /path/to/file
    iexclude:
        - /path/to/file
    exclude_file:
        - /path/to/file
    exclude_if_present:
        - /path/to/file

Please refer to the use of the specific keys to the documentation.

Full backup without root

As explained in the Restic official docs, the tool can be used without root. To have it installed as the docs are describing, set the desired user for Restic, e.g. restic:

restic_non_root_setup: true
restic_non_root_setup_user: restic
restic_dir_owner: restic
restic_dir_group: restic

Dependencies

none

Example Playbook

- hosts: all
  roles:
    - role: mikroways.restic
      become: true

Author

  • Christian Rodriguez

License

This project is under the MIT License. See the LICENSE file for the full license text.

Copyright

(c) 2022, Mikroways

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Ansible role to install and configure restic and systemd timers to take backups with restic periodically

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