The documentation was relying on a ScalityS3 container built for testing which wasn't very transparent. Instead, use the stock minio container and configure it in the documentation.
Also, install certificates and CA so that TLS verification can be enabled.
It would be better if the documentation could be generated on multiple operating systems all in one go, but the doc system currently does not allow vars to be changed once they are set.
The solution is to run the docs for each required OS and stitch the documentation together. It's not pretty but it works and the automation in release.pl should at least make it easy to use.
Use autoconf to provide a basic configure script. WITH_BACKTRACE is yet to be migrated to configure and the unit tests still use a custom Makefile.
Each C file must include "build.auto.conf" before all other includes and defines. This is enforced by test.pl for includes, but it won't detect incorrect define ordering.
Update packages to call configure and use standard flags to pass options.
IMPORTANT NOTE: The new TLS/SSL implementation forbids dots in S3 bucket names per RFC-2818. This security fix is required for compliant hostname verification.
Bug Fixes:
* Fix issues when a path option is / terminated. (Reported by Marc Cousin.)
* Fix issues when log-level-file=off is set for the archive-get command. (Reported by Brad Nicholson.)
* Fix C code to recognize host:port option format like Perl does. (Reported by Kyle Nevins.)
* Fix issues with remote/local command logging options.
Improvements:
* The archive-push command is implemented entirely in C.
* Increase process-max limit to 999. (Suggested by Rakshitha-BR.)
* Improve error message when an S3 bucket name contains dots.
Documentation Improvements:
* Clarify that S3-compatible object stores are supported. (Suggested by Magnus Hagander.)
The documentation mentioned Amazon S3 frequently but failed to mention that other S3-compatible object stores are also supported.
Tone down the specific mentions of Amazon S3 and replace them with "S3-compatible object store" when appropriate.
Suggested by Magnus Hagander.
This new implementation should behave exactly like the old Perl code with the exception of a few updated log messages.
Remove as much of the Perl code as possible without breaking other commands.
This prevented packages from being passed to the documentation unless they were in the /backrest directory on the host.
Also make the local path /pgbackrest instead of the deprecated /backrest.
Reported by Heath Lord.
Admonitions call out places where the user should take special care.
Support added for HTML, PDF, Markdown and help text renderers. XML files have been updated accordingly.
Contributed by Cynthia Shang.
This was caused by a new container version that was released around December 5th. The new version explicitly denies user logons by leaving /var/run/nologin in place after boot.
The solution is to enable the service that is responsible for removing this file on a successful boot.
This code was generated during testing and it seemed a good idea to keep it. It is only a partial solution since the primary also needs additional configuration to be able to fail back and forth.
By default the documentation builds pgBackRest from source, but the documentation is also a good way to smoke-test packages.
Allow a package file to be specified by passing --var=package=/path/to/package.ext. This works for Debian and CentOS 6 builds.
Keywords were extremely limited and prevented us from generating multi-version documentation and other improvements.
Replace keywords with an if statement that can evaluate a Perl expression with variable replacement.
Since keywords were used to generate cache keys, add a --key-var parameter to identify which variables should make up the key.
This allows the documentation to be built more quickly and offline during development when --pre is specified on the command line.
Each host gets a pre-built container with all the execute elements marked pre. As long as the pre elements do not change the container will not need to be rebuilt.
The feature should not be used for CI builds as it may hide errors in the documentation.
Add XmlDocument, XmlNode, and XmlNodeList objects as a thin interface layer on libxml2.
This interface is not intended to be comprehensive. Only a few libxml2 capabilities are exposed but more can be added as needed.
Documentation block syntax requires that at least one var be specified.
This limitation should be removed but for now add a comment to describe why a bogus var is defined.
Unsecured, passwordless SSH can be a scary thing. If an attacker gains access to one system they can easily hop to other systems.
Add documentation on how to use the command parameter in authorized_keys to limit ssh to running a single command, pgbackrest. There is more that could be done for security but this likely addresses most needs.
Also change references to "trusted ssh" to "passwordless ssh" since this seems more correct.
Suggested by Stephen Frost, Magnus Hagander.
Bug Fixes:
* Fix issue where relative links in $PGDATA could be stored in the backup with the wrong path. This issue did not affect absolute links and relative tablespace links were caught by other checks. (Reported by Cynthia Shang.)
* Remove incompletely implemented online option from the check command. Offline operation runs counter to the purpose of this command, which is to check if archiving and backups are working correctly. (Reported by Jason O'Donnell.)
* Fix issue where errors raised in C were not logged when called from Perl. pgBackRest properly terminated with the correct error code but lacked an error message to aid in debugging. (Reported by Douglas J Hunley.)
* Fix issue when a boolean option (e.g. delta) was specified more than once. (Reported by Yogesh Sharma.)
Features:
* Allow any option to be set in an environment variable. This includes options that previously could only be specified on the command line, e.g. stanza, and secret options that could not be specified on the command-line, e.g. repo1-s3-key-secret.
* Exclude temporary and unlogged relation (table/index) files from backup. Implemented using the same logic as the patches adding this feature to PostgreSQL, 8694cc96 and 920a5e50. Temporary relation exclusion is enabled in PostgreSQL ≥ 9.0. Unlogged relation exclusion is enabled in PostgreSQL ≥ 9.1, where the feature was introduced. (Contributed by Cynthia Shang.)
* Allow arbitrary directories and/or files to be excluded from a backup. Misuse of this feature can lead to inconsistent backups so read the --exclude documentation carefully before using. (Reviewed by Cynthia Shang.)
* Add log-subprocess option to allow file logging for local and remote subprocesses.
* PostgreSQL 11 Beta 3 support.
Improvements:
* Allow zero-size files in backup manifest to reference a prior manifest regardless of timestamp delta. (Contributed by Cynthia Shang.)
* Improve asynchronous archive-get/archive-push performance by directly checking status files. (Contributed by Stephen Frost.)
* Improve error message when a command is missing the stanza option. (Suggested by Sarah Conway.)
This includes PostgreSQL installation which had previously been included in the documentation. This way produces faster builds and there is no need for us to document PostgreSQL installation.
IMPORTANT NOTE: This release fixes a critical bug in the backup resume feature. All resumed backups prior to this release should be considered inconsistent. A backup will be resumed after a prior backup fails, unless resume=n has been specified. A resumed backup can be identified by checking the backup log for the message "aborted backup of same type exists, will be cleaned to remove invalid files and resumed". If the message exists, do not use this backup or any backup in the same set for a restore and check the restore logs to see if a resumed backup was restored. If so, there may be inconsistent data in the cluster.
Bug Fixes:
* Fix critical bug in resume that resulted in inconsistent backups. A regression in v0.82 removed the timestamp comparison when deciding which files from the aborted backup to keep on resume. See note above for more details. (Reported by David Youatt, Yogesh Sharma, Stephen Frost.)
* Fix error in selective restore when only one user database exists in the cluster. (Fixed by Cynthia Shang. Reported by Nj Baliyan.)
* Fix non-compliant ISO-8601 timestamp format in S3 authorization headers. AWS and some gateways were tolerant of space rather than zero-padded hours while others were not. (Fixed by Andrew Schwartz.)
Features:
* PostgreSQL 11 Beta 2 support.
Improvements:
* Improve the HTTP client to set content-length to 0 when not specified by the server. S3 (and gateways) always set content-length or transfer-encoding but HTTP 1.1 does not require it and proxies (e.g. HAProxy) may not include either. (Suggested by Adam K. Sumner.)
* Set search_path = 'pg_catalog' on PostgreSQL connections. (Suggested by Stephen Frost.)
* Build containers from scratch for more accurate testing.
* Allow environment load to be skipped.
* Allow bash wrapping to be skipped.
* Allow forcing a command to run as a user without sudo.
Configuration files are loaded from the directory specified by the --config-include-path option.
Add --config-path option for overriding the default base path of the --config and --config-include-path option.
Contributed by Cynthia Shang.
The Perl process was exiting directly when called but that interfered with proper locking for the forked async process. Now Perl returns results to the C process which handles all errors, including signals.
* Perform apt-get update to ensure packages are up to date before installing.
* Add -p to the repository mkdir so it won't fail if the directory already exists, handy for testing packages.
Features:
* The archive-push command is now partially coded in C which allows the PostgreSQL archive_command to run significantly faster when processing status messages from the asynchronous archive process. (Reviewed by Cynthia Shang.)
Improvements:
* Improve check command to verify that the backup manifest can be built. (Contributed by Cynthia Shang.)
* Improve performance of HTTPS client. Buffering now takes the pending bytes on the socket into account (when present) rather than relying entirely on select(). In some instances the final bytes would not be flushed until the connection was closed.
* Improve S3 delete performance. The constant S3_BATCH_MAX had been replaced with a hard-coded value of 2, probably during testing.
* Allow any non-command-line option to be reset to default on the command-line. This allows options in pgbackrest.conf to be reset to default which reduces the need to write new configuration files for specific needs.
* The C library is now required. This eliminates conditional loading and eases development of new library features.
* The pgbackrest executable is now a C binary instead of Perl. This allows certain time-critical commands (like async archive-push) to run more quickly.
* Rename db-* options to pg-* and backup-* options to repo-* to improve consistency. repo-* options are now indexed although currently only one is allowed.
It would be better if the hostnames were also pg1 and pg2 to illustrate that primaries and standbys can change hosts, but at this time the configuration ends up being confusing since pg1, pg2, etc. are also used in the option naming. So, for now leave the names as pg-primary and pg-standby to avoid confusion.
* More optimized container suite that greatly improves build time.
* Added static Debian packages for Devel::Cover to reduce build time.
* Add deprecated state for containers. Deprecated containers may only be used to build packages.
* Remove Debian 8 from CI because it does not provide additional coverage over Ubuntu 14.04 and Ubuntu 16.04.
Bug Fixes:
* Fixed the info command so the WAL archive min/max displayed is for the current database version. (Fixed by Cynthia Shang.)
* Fixed the backup command so the backup-standby option is reset (and the backup proceeds on the master) if the standby is not configured and/or reachable. (Fixed by Cynthia Shang.)
* Fixed config warnings raised from a remote process causing errors in the master process. (Fixed by Cynthia Shang.)
Features:
* Amazon S3 repository support. (Reviewed by Cynthia Shang.)
Refactoring:
* Refactor storage layer to allow for new repository filesystems using drivers. (Reviewed by Cynthia Shang.)
* Refactor IO layer to allow for new compression formats, checksum types, and other capabilities using filters. (Reviewed by Cynthia Shang.)
* Move modules in Protocol directory in subdirectories.
* Move backup modules into Backup directory.
Refactor storage layer to allow for new repository filesystems using drivers. (Reviewed by Cynthia Shang.)
Refactor IO layer to allow for new compression formats, checksum types, and other capabilities using filters. (Reviewed by Cynthia Shang.)
Making this dynamic in commit 5d2e792 broke doc builds from cache. The long-term solution is to create a special user for doc builds but that’s beyond the scope of this release.
The stanza-upgrade command provides a mechanism for upgrading a stanza after upgrading to a new major version of PostgreSQL.
Contributed by Cynthia Shang.
This option allows pgBackRest to validate page checksums in data files when checksums are enabled on PostgreSQL >= 9.3. Note that this functionality requires a C library which may not initially be available in OS packages. The option will automatically be enabled when the library is present and checksums are enabled on the cluster.
Bug Fixes:
* Fixed and issue that suppressed exceptions in PDF builds.
Features:
* Allow a source to be included as a section so large documents can be broken up.
* Added section link support to Markdown output.
* Added list support to PDF output.
* Added include option to explicitly build sources (complements the exclude option though both cannot be used in the same invocation).
* Added keyword-add option to add keywords without overriding the default keyword.
* Added debug option to doc.pl to easily add the debug keyword to documentation builds.
* Added pre option to doc.pl to easily add the pre keyword to documentation builds.
Refactoring:
* Improvements to markdown rendering.
* Remove code dependency on project variable, instead use title param.
This regression was introduced in v1.09 and affected efficiency only, all WAL segments were correctly archived in asynchronous mode.
Reported by Stephen Frost.
Controls whether console log messages are sent to stderr or stdout. By default this is set to warn which represents a change in behavior from previous versions, even though it may be more intuitive. Setting log-level-stderr=off will preserve the old behavior.
Suggested by Sascha Biberhofer.
* Fixed an issue where retention-archive was not automatically being set when retention-archive-type=diff, resulting in a less aggressive than intended expiration of archive.
* Additional warnings when archive retention settings may not have the intended effect or would allow indefinite retention.
* Closed#235: "Retention policy question" by adding documentation for archive retention.
Contributed by Cynthia Shang.
A connection to the primary cluster is still required to start/stop the backup and copy files that are not replicated, but the vast majority of files are copied from the standby in order to reduce load on the master.
Master and standby can both be configured on the backup server and pgBackRest will automatically determine which is the master. This means no configuration changes for backup are required after failing over from a master to standby when a separate backup server is used.
* Make the code more modular and object-oriented.
* Multiple Docker containers can now be created for a single test to simulate more realistic environments.
* Containers now use a squid proxy for apt/yum to speed builds.
* Obsolete containers are removed by the <br-option>--vm-force</br-option> option.
* Greatly reduced the quantity of Docker containers built by default. Containers are only built for PostgreSQL versions specified in db-minimal and those required to build documentation. Additional containers can be built with --db-version=all or by specifying a version, e.g. --db-version=9.4.
Allow hidden options to be added to a command. This allows certain commands (like apt-get) to be forced during the build without making that a part of the documentation.
* Recommended install location for pgBackRest modules is now /usr/share/perl5 since /usr/lib/perl5 has been removed from the search path in newer versions of Perl.
* Added instructions for removing prior versions of pgBackRest.
Added an execution cache so that documentation can be generated without setting up the full container environment. This is useful for packaging, keeps the documentation consistent for a release, and speeds up generation when no changes are made in the execution list.
This feature can result in major space and time savings when only specific databases are restored. Unrestored databases will not be accessible but must be manually dropped before they will be removed from the shared catalogue.
Added a note to documentation that only 64-bit distributions are supported. It seems unlikely that anybody would be running a production server on anything else these days so we'll wait for a field report before taking further action.
* All files and directories linked from PGDATA are now included in the backup. By default links will be restored directly into PGDATA as files or directories. The --link-all option can be used to restore all links to their original locations. The --link-map option can be used to remap a link to a new location.
* Removed --tablespace option and replaced with --tablespace-map-all option which should more clearly indicate its function.
* Added detail log level which will output more information than info without being as verbose as debug.
* The repo-path option now always refers to the repository where backups and archive are stored, whether local or remote, so the repo-remote-path option has been removed. The new spool-path option can be used to define a location for queueing WAL segments when archiving asynchronously. Otherwise, a local repository is no longer required.
* Implemented a new config format which should be far simpler to use. See the User Guide and Configuration Reference for details but for a simple configuration all options can now be placed in the stanza section. Options that are shared between stanzas can be placed in the [global] section. More complex configurations can still make use of command sections though this should be a rare use case.
* The default configuration filename is now pgbackrest.conf instead of pg_backrest.conf. This was done for consistency with other naming changes but also to prevent old config files from being loaded accidentally.
* The default repository name was changed from /var/lib/backup to /var/lib/pgbackrest.
* Lock files are now stored in /tmp/pgbackrest by default. These days /run/pgbackrest would be the preferred location but that would require init scripts which are not part of this release. The lock-path option can be used to configure the lock directory.
* Log files are now stored in /var/log/pgbackrest by default and no longer have the date appended so they can be managed with logrotate. The log-path option can be used to configure the lock directory.
* Executable filename changed from pg_backrest to pgbackrest.
This makes make the migrated file functions available to parts of the code that don't have access to a File object. They still exist as wrappers in the File object to support remote calls.
Fixed an issue where document generation failed because some OSs are not tolerant of having multiple installed versions of PostgreSQL. A separate VM is now created for each version. Also added a sleep after database starts during document generation to ensure the database is running before the next command runs.
Reported by John Harvey.
1) Started on a general markdown renderer
2) Internal links now work in PDF
3) Improvements to PDF styling
4) Some comment and formatting fixes
5) User guide edits.
