Backing up and restoring etcd data¶

Back up etcd data regularly and store it in a secure location so you can restore your cluster to a previous state, using a snapshot from the same z-stream release.

As the key-value store for OpenShift Container Platform, etcd persists the state of all resource objects.

Back up the etcd data for your cluster regularly and store it in a secure location, ideally outside the OpenShift Container Platform environment. Do not take an etcd backup before the first certificate rotation completes, which occurs 24 hours after installation, otherwise the backup will contain expired certificates. It is also recommended to take etcd backups during non-peak usage hours because the etcd snapshot has a high I/O cost.

Be sure to take an etcd backup before you update your cluster. Taking a backup before you update is important because when you restore your cluster, you must use an etcd backup that was taken from the same z-stream release. For example, an OpenShift Container Platform 4.17.5 cluster must use an etcd backup that was taken from 4.17.5.

Warning

Back up your cluster’s etcd data by performing a single invocation of the backup script on a control plane host. Do not take a backup for each control plane host.

After you have an etcd backup, you can restore to a previous cluster state.

Backing up etcd data¶

You can back up etcd data by creating an etcd snapshot and saving the static pod resources on a control plane host. This backup preserves the cluster state and provides the resources required to restore etcd at a later time.

Warning

Only save a backup from a single control plane host. Do not take a backup from each control plane host in the cluster.

For a Two-Node with Fencing (TNF) setup, follow the steps to back up etcd data on only one node in the cluster. The cluster restore process is driven by data from a single node, so you can perform the etcd backup steps on only one node.

Prerequisites

You have access to the cluster as a user with the cluster-admin role.
You have verified whether the cluster-wide proxy is enabled.

Tip

You can check whether the proxy is enabled by reviewing the output of oc get proxy cluster -o yaml. The proxy is enabled if the httpProxy, httpsProxy, and noProxy fields have values set.

Procedure

Start a debug session as root for a control plane node:
```
$ oc debug --as-root node/<node_name>
```
Change your root directory to /host in the debug shell:
```
sh-4.4# chroot /host
```

If the cluster-wide proxy is enabled, export the NO_PROXY, HTTP_PROXY, and HTTPS_PROXY environment variables by running the following commands:

$ export HTTP_PROXY=http://<your_proxy.example.com>:8080

$ export HTTPS_PROXY=https://<your_proxy.example.com>:8080

$ export NO_PROXY=<example.com>

Run the cluster-backup.sh script with the path to the directory where you want to save the backup:

Tip

The cluster-backup.sh script is maintained as a component of the etcd Cluster Operator and is a wrapper around the etcdctl snapshot save command.

sh-4.4# /usr/local/bin/cluster-backup.sh /home/core/assets/backup

Example script output

found latest kube-apiserver: /etc/kubernetes/static-pod-resources/kube-apiserver-pod-6
found latest kube-controller-manager: /etc/kubernetes/static-pod-resources/kube-controller-manager-pod-7
found latest kube-scheduler: /etc/kubernetes/static-pod-resources/kube-scheduler-pod-6
found latest etcd: /etc/kubernetes/static-pod-resources/etcd-pod-3
ede95fe6b88b87ba86a03c15e669fb4aa5bf0991c180d3c6895ce72eaade54a1
etcdctl version: 3.4.14
API version: 3.4
{"level":"info","ts":1624647639.0188997,"caller":"snapshot/v3_snapshot.go:119","msg":"created temporary db file","path":"/home/core/assets/backup/snapshot_2021-06-25_190035.db.part"}
{"level":"info","ts":"2021-06-25T19:00:39.030Z","caller":"clientv3/maintenance.go:200","msg":"opened snapshot stream; downloading"}
{"level":"info","ts":1624647639.0301006,"caller":"snapshot/v3_snapshot.go:127","msg":"fetching snapshot","endpoint":"https://10.0.0.5:2379"}
{"level":"info","ts":"2021-06-25T19:00:40.215Z","caller":"clientv3/maintenance.go:208","msg":"completed snapshot read; closing"}
{"level":"info","ts":1624647640.6032252,"caller":"snapshot/v3_snapshot.go:142","msg":"fetched snapshot","endpoint":"https://10.0.0.5:2379","size":"114 MB","took":1.584090459}
{"level":"info","ts":1624647640.6047094,"caller":"snapshot/v3_snapshot.go:152","msg":"saved","path":"/home/core/assets/backup/snapshot_2021-06-25_190035.db"}
Snapshot saved at /home/core/assets/backup/snapshot_2021-06-25_190035.db
{"hash":3866667823,"revision":31407,"totalKey":12828,"totalSize":114446336}
snapshot db and kube resources are successfully saved to /home/core/assets/backup

In this example, two files are created in the /home/core/assets/backup/ directory on the control plane host:

snapshot_<datetimestamp>.db: This file is the etcd snapshot. The cluster-backup.sh script confirms the validity of the snapshot.
static_kuberesources_<datetimestamp>.tar.gz: This file contains the resources for the static pods. If etcd encryption is enabled, it also contains the encryption keys for the etcd snapshot.

Note

If etcd encryption is enabled, store this second file separately from the etcd snapshot for security reasons. However, this file is required to restore from the etcd snapshot.

The etcd encryption only encrypts values, not keys. This means that resource types, namespaces, and object names are not encrypted.

Additional resources

Creating automated etcd backups¶

You can enable automated etcd backups for your cluster by applying a FeatureGate and backup custom resources (CRs).

Warning

Automating etcd backups is a Technology Preview feature only. Technology Preview features are not supported with Red Hat production service level agreements (SLAs) and might not be functionally complete. Red Hat does not recommend using them in production. These features provide early access to upcoming product features, enabling customers to test functionality and provide feedback during the development process.

For more information about the support scope of Red Hat Technology Preview features, see Technology Preview Features Support Scope.

Warning

Enabling the TechPreviewNoUpgrade feature set on your cluster prevents minor version updates. The TechPreviewNoUpgrade feature set cannot be disabled. Do not enable this feature set on production clusters.

Prerequisites

You have access to the cluster as a user with the cluster-admin role.
You have access to the OpenShift CLI (oc).

Procedure

Create a FeatureGate custom resource (CR) file named enable-tech-preview-no-upgrade.yaml with the following contents:

apiVersion: config.openshift.io/v1
kind: FeatureGate
metadata:
  name: cluster
spec:
  featureSet: TechPreviewNoUpgrade

Apply the CR by running the following command:
```
$ oc apply -f enable-tech-preview-no-upgrade.yaml
```
Applying the FeatureGate enables the automated backup APIs. It takes time for the related APIs to become available.

Verify that the custom resource definition (CRD) was created by running the following command:

$ oc get crd | grep backup

Example output

backups.config.openshift.io 2023-10-25T13:32:43Z
etcdbackups.operator.openshift.io 2023-10-25T13:32:04Z

Creating a single automated etcd backup¶

You can create a single automated etcd backup by applying an EtcdBackup custom resource (CR). Backup data is stored on either dynamically-provisioned or local storage.

Prerequisites

You have access to the cluster as a user with the cluster-admin role.
You have access to the OpenShift CLI (oc).

Procedure

If dynamically-provisioned storage is available, complete the following steps to create a single automated etcd backup:
1. Create a persistent volume claim (PVC) named etcd-backup-pvc.yaml with contents such as the following example:
```
kind: PersistentVolumeClaim
apiVersion: v1
metadata:
  name: etcd-backup-pvc
  namespace: openshift-etcd
spec:
  accessModes:
    - ReadWriteOnce
  resources:
    requests:
      storage: <storage_amount>
  volumeMode: Filesystem
```
  where:
  
  <storage_amount>
  
  Specifies the amount of storage available to the PVC. Adjust this value for your requirements, such as 200Gi.
2. Apply the PVC by running the following command:
```
$ oc apply -f etcd-backup-pvc.yaml
```
3. Verify that the PVC was created by running the following command:
```
$ oc get pvc
```
  Example output
```
NAME              STATUS    VOLUME   CAPACITY   ACCESS MODES   STORAGECLASS   AGE
etcd-backup-pvc   Bound                                                       51s
```
  Note
  
  Dynamic PVCs stay in the Pending state until they are mounted.
4. Create a CR file named etcd-single-backup.yaml with contents such as the following example:
```
apiVersion: operator.openshift.io/v1alpha1
kind: EtcdBackup
metadata:
  name: etcd-single-backup
  namespace: openshift-etcd
spec:
  pvcName: <pvc_name>
```
  where:
  
  <pvc_name>
  
  Specifies the name of the PVC to save the backup to. Adjust this value according to your environment, such as etcd-backup-pvc.
5. Apply the CR to start a single backup by running the following command:
```
$ oc apply -f etcd-single-backup.yaml
```

If dynamically-provisioned storage is not available, complete the following steps to create a single automated etcd backup:

Create a StorageClass CR file named etcd-backup-local-storage.yaml with the following contents:

apiVersion: storage.k8s.io/v1
kind: StorageClass
metadata:
  name: etcd-backup-local-storage
provisioner: kubernetes.io/no-provisioner
volumeBindingMode: Immediate

Apply the StorageClass CR by running the following command:
```
$ oc apply -f etcd-backup-local-storage.yaml
```

Create a PV named etcd-backup-pv-fs.yaml with contents such as the following example:

apiVersion: v1
kind: PersistentVolume
metadata:
  name: etcd-backup-pv-fs
spec:
  capacity:
    storage: <storage_amount>
  volumeMode: Filesystem
  accessModes:
  - ReadWriteOnce
  persistentVolumeReclaimPolicy: Retain
  storageClassName: etcd-backup-local-storage
  local:
    path: /mnt
  nodeAffinity:
    required:
      nodeSelectorTerms:
      - matchExpressions:
      - key: kubernetes.io/hostname
         operator: In
         values:
         - <node_name>

where:

<storage_amount>: Specifies the amount of storage available to the PV. Adjust this value for your requirements, such as 100Gi.
<node_name>: Specifies the control plane node to attach this PV to. Replace with the actual node name.

Verify that the PV was created by running the following command:

$ oc get pv

Example output

NAME                    CAPACITY   ACCESS MODES   RECLAIM POLICY   STATUS      CLAIM   STORAGECLASS                REASON   AGE
etcd-backup-pv-fs       100Gi      RWO            Retain           Available           etcd-backup-local-storage            10s

Create a PVC named etcd-backup-pvc.yaml with contents such as the following example:

kind: PersistentVolumeClaim
apiVersion: v1
metadata:
  name: etcd-backup-pvc
  namespace: openshift-etcd
spec:
  accessModes: 
  - ReadWriteOnce
  volumeMode: Filesystem
  resources:
    requests:
      storage: <storage_amount>

where:

<storage_amount>: Specifies the amount of storage available to the PVC. Adjust this value for your requirements, such as 10Gi.

Apply the PVC by running the following command:
```
$ oc apply -f etcd-backup-pvc.yaml
```
Create a CR file named etcd-single-backup.yaml with contents such as the following example:
```
apiVersion: operator.openshift.io/v1alpha1
kind: EtcdBackup
metadata:
  name: etcd-single-backup
  namespace: openshift-etcd
spec:
  pvcName: <pvc_name>
```
where:

<pvc_name>

Specifies the name of the PVC to save the backup to. Adjust this value according to your environment, such as etcd-backup-pvc.
Apply the CR to start a single backup by running the following command:
```
$ oc apply -f etcd-single-backup.yaml
```

Creating recurring automated etcd backups¶

You can create recurring automated etcd backups by applying a custom resource (CR) that defines a backup schedule and retention policy. Backup data is stored on either dynamically-provisioned or local storage.

Use dynamically-provisioned storage to keep the created etcd backup data in a safe, external location if possible. If dynamically-provisioned storage is not available, consider storing the backup data on an NFS share to make backup recovery more accessible.

Prerequisites

You have access to the cluster as a user with the cluster-admin role.
You have access to the OpenShift CLI (oc).

Procedure

If dynamically-provisioned storage is available, complete the following steps to create automated recurring backups:

Create a persistent volume claim (PVC) named etcd-backup-pvc.yaml with contents such as the following example:

kind: PersistentVolumeClaim
apiVersion: v1
metadata:
  name: etcd-backup-pvc
  namespace: openshift-etcd
spec:
  accessModes:
    - ReadWriteOnce
  resources:
    requests:
      storage: 200Gi
  volumeMode: Filesystem
  storageClassName: etcd-backup-local-storage

where:

spec.resources.requests.storage: Specifies the amount of storage available to the PVC. Adjust this value for your requirements.

Note

Each of the following providers requires changes to the accessModes and storageClassName keys:

Provider	`accessModes` value	`storageClassName` value
AWS with the `versioned-installer-efc_operator-ci` profile	`- ReadWriteMany`	`efs-sc`
Google Cloud	`- ReadWriteMany`	`filestore-csi`
Microsoft Azure	`- ReadWriteMany`	`azurefile-csi`

Apply the PVC by running the following command:
```
$ oc apply -f etcd-backup-pvc.yaml
```

Verify that the PVC was created by running the following command:

$ oc get pvc

Example output

NAME              STATUS    VOLUME   CAPACITY   ACCESS MODES   STORAGECLASS   AGE
etcd-backup-pvc   Bound                                                       51s

Note

Dynamic PVCs stay in the Pending state until they are mounted.

If dynamically-provisioned storage is unavailable, create a local storage PVC by completing the following steps:

Warning

If you delete or otherwise lose access to the node that contains the stored backup data, you can lose data.

Create a StorageClass CR file named etcd-backup-local-storage.yaml with the following contents:

apiVersion: storage.k8s.io/v1
kind: StorageClass
metadata:
  name: etcd-backup-local-storage
provisioner: kubernetes.io/no-provisioner
volumeBindingMode: Immediate

Apply the StorageClass CR by running the following command:
```
$ oc apply -f etcd-backup-local-storage.yaml
```

Create a PV named etcd-backup-pv-fs.yaml from the applied StorageClass with contents such as the following example:

apiVersion: v1
kind: PersistentVolume
metadata:
  name: etcd-backup-pv-fs
spec:
  capacity:
    storage: 100Gi
  volumeMode: Filesystem
  accessModes:
  - ReadWriteMany
  persistentVolumeReclaimPolicy: Delete
  storageClassName: etcd-backup-local-storage
  local:
    path: /mnt/
  nodeAffinity:
    required:
      nodeSelectorTerms:
      - matchExpressions:
        - key: kubernetes.io/hostname
          operator: In
          values:
          - <example_control_plane_node>

where:

spec.capacity.storage: Specifies the amount of storage available to the PV. Adjust this value for your requirements.
spec.nodeAffinity.required.nodeSelectorTerms.matchExpressions.values: Specifies the control plane node to attach this PV to. Replace with the actual node name.

Tip

List the available nodes by running the following command:

$ oc get nodes

Verify that the PV was created by running the following command:

$ oc get pv

Example output

NAME                    CAPACITY   ACCESS MODES   RECLAIM POLICY   STATUS      CLAIM   STORAGECLASS                REASON   AGE
etcd-backup-pv-fs       100Gi      RWX            Delete           Available           etcd-backup-local-storage            10s

Create a PVC named etcd-backup-pvc.yaml with contents such as the following example:

kind: PersistentVolumeClaim
apiVersion: v1
metadata:
  name: etcd-backup-pvc
spec:
  accessModes:
  - ReadWriteMany
  volumeMode: Filesystem
  resources:
    requests:
      storage: 10Gi
  storageClassName: etcd-backup-local-storage

where:

spec.resources.requests.storage: Specifies the amount of storage available to the PVC. Adjust this value for your requirements.

Apply the PVC by running the following command:
```
$ oc apply -f etcd-backup-pvc.yaml
```

Create a CR file named etcd-recurring-backups.yaml. The contents of the CR define the schedule and retention type of automated backups.
- For the default retention type of RetentionNumber with 15 retained backups, use contents such as the following example:
```
apiVersion: config.openshift.io/v1alpha1
kind: Backup
metadata:
  name: etcd-recurring-backup
spec:
  etcd:
    schedule: "20 4 * * *"
    timeZone: "UTC"
    pvcName: etcd-backup-pvc
```
  where:
  
  spec.etcd.schedule
  
  Specifies the CronTab schedule for recurring backups. Adjust this value for your needs.
To use retention based on the maximum number of backups, add the following key-value pairs to the etcd key:
```
spec:
  etcd:
    retentionPolicy:
      retentionType: RetentionNumber
      retentionNumber:
        maxNumberOfBackups: 5
```
where:

spec.etcd.retentionPolicy.retentionType

Specifies the retention type. Defaults to RetentionNumber if unspecified.

spec.etcd.retentionPolicy.retentionNumber.maxNumberOfBackups

Specifies the maximum number of backups to retain. Adjust this value for your needs. Defaults to 15 backups if unspecified.

Warning

A known issue causes the number of retained backups to be one greater than the configured value.
For retention based on the file size of backups, use the following:
```
spec:
  etcd:
    retentionPolicy:
      retentionType: RetentionSize
      retentionSize:
        maxSizeOfBackupsGb: 20
```
where:

spec.etcd.retentionPolicy.retentionSize.maxSizeOfBackupsGb

Specifies the maximum file size of the retained backups in gigabytes. Adjust this value for your needs. Defaults to 10 GB if unspecified.

Warning

A known issue causes the maximum size of retained backups to be up to 10 GB greater than the configured value.
Create the cron job defined by the CRD by running the following command:
```
$ oc create -f etcd-recurring-backup.yaml
```
To find the created cron job, run the following command:
```
$ oc get cronjob -n openshift-etcd
```