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Backup

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This is my homemade backup solution. It backs up your data to Amazon Glacier and encrypts it along the way.

Project goals:

  • low-cost
  • ahead-of-time cost estimation
  • all data encrypted on remote store
  • concurrent backups are safe
  • progress meter
  • detection of moved files
  • handling for symbolic and hard links
  • deduplication

"Quick" Start

You'll need Make, Gradle version 5 or higher, and a Java JDK version 12 or higher.

Make sure you have a ~/.aws/credentials file with your AWS credentials:

mkdir -p ~/.aws
cp -i misc/dummy-credentials ~/.aws/credentials

Then edit ~/.aws/credentials to contain your actual AWS credentials.

Configure what files will be backed up:

cp misc/example-config.json ~/.backup-config.json

Then edit ~/.backup-config.json to taste. (See "Configuration" below.)

Build the project and show help:

make
./dist/bin/bkup -h

To do a backup:

./dist/bin/bkup -b

Configuration

The configuration file is a JSON document. The example-config.json file shows one of my old configurations.

The "system" is an identifier for your computer in case you have multiple computers backing up to the same AWS account. The "rules" describe what should be backed up. Lines starting with "+" are paths to include, while lines starting with "-" are paths to exclude. The rules are applied top-to-bottom, meaning that later rules have precedence over earlier rules.

If you aren't sure whether you got your configuration right, you can run the tool with --dry-run to show what will happen without doing anything.

Known Issues

  • Restore is not implemented! However, the tool can do "spot-checks" to test that a few random files were correctly backed-up.
  • The tool prompts for passwords and confirmation, so it is not suitable to use in automated scripts (e.g. cron).

Notes on Cost and Resource Usage

This program uses three AWS services:

  • Glacier (for your file contents)
  • S3 (for the "index" that maps filesystem paths to contents)
  • DynamoDB (for reliable interaction with S3, since S3 only offers eventual consistency)

Most of the cost comes from uploading data to Glacier. There is a per-request charge that dominates costs when backing up lots of tiny files.

Running the tool incurs less-than-one-cent cost to S3 and Dynamo. The tool pre-computes an estimate of the Glacier costs and prompts for confirmation if it will be more than a penny. It also displays the monthly maintenance cost for the backup.

Other notes:

  • The --local flag disables AWS entirely. The backup and the index will be in /tmp.
  • The unit tests do not use AWS and can be run for free.

Notes on Concurrency and Consistency

The backup process is safe to run on multiple computers simultaneously, or on the same computer in parallel. Parallel runs will "interfere" with each other and cause slowdowns or process crashes, but they will never corrupt the backup.

Note that it is not possible to guarantee a consistent backup; filesystem APIs simply don't offer enough promises. There is always the chance that another process modifies the filesystem in parallel with the backup process, resulting in strange behavior.

Some sources of inconsistency:

  • Moving a file during the backup could cause the backup process to miss it entirely.
  • Writing to a file during the backup could cause a strange intermediate view of that file to be backed up.
  • Modifying file A followed by file B could result in the new version of B and the old version of A appearing in the backup.
  • The backup process uses timestamps to detect new versions of files. Modifying timestamps by hand might cause new versions of files to never be backed up. (To help mitigate this, the backup process considers any change to the timestamp---even a decrease---to merit backing-up the file.)

Some things that are ok, on POSIX filesystems:

  • If you create and replace files by moving a new version into place (which is how many programs ensure atomic updates), then only either the old version or the new version will be backed up. There will not be an intermediate version with mixed changes.
  • If you delete a file during the backup, then the backup process will either backup the old version of the file or it will see the deletion. It will not backup half the file.

Notes on Security

This project uses AESCrypt for encryption.

In general, Amazon keeps your data relatively secure. The purpose of the encryption is to defend against data breaches and against general nosiness from AWS engineers.

Your files are encrypted with individual passwords. The individual passwords are stored in the index in S3, so you must pick a strong password for the index! You can change your password later. However, it is not clear to me how long Amazon retains your data after a deletion, so you should not fudge the password from the outset.

Because there is a one-to-one mapping between files and Glacier archives, some of your usage patterns are exposed to a motivated attacker.

Notes on Development

This project uses the typical Java directory structure that is way too many levels deep. The source code can be found in src/main/java/. I have done my best to put clear docstrings on the important classes and methods, but many are still missing.

Key packages and classes:

  • cal.bkup: classes related to backups
    • Main.java: program entry point (configuration and command line parsing)
    • impls/BackerUpper.java: main backup logic
  • cal.prim: generic utilities that could be useful to anyone

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