# Mechanism

> Backup script, schedule, repository, and infrastructure
---

Backups can be invoked by built-in [scripts](#script), scheduled with node [crontab](#crontab),
managed by [pgbackrest](https://pgbackrest.org/), and stored in backup repo,
which could be local disk filesystem or MinIO / S3, with different [retention](#retention) policies.


--------

## Script

You can create a backup with `pgbackrest` command with [`pg_dbsu`](/docs/pgsql/param#pg_dbsu) user (`postgres` by default):

```bash tab="backup"
pgbackrest --stanza=pg-meta --type=full backup   # create a full backup for cluster pg-meta
```
```bash tab="full"
$ pgbackrest --stanza=pg-meta --type=full backup
2025-07-15 01:36:57.007 P00   INFO: backup command begin 2.54.2: --annotation=pg_cluster=pg-meta --compress-type=lz4 --delta --exec-id=88380-4b22e767 --expire-auto --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --pg1-path=/pg/data --pg1-port=5432 --repo1-block --repo1-bundle --repo1-bundle-limit=20MiB --repo1-bundle-size=128MiB --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta --start-fast --type=full
2025-07-15 01:36:57.030 P00   INFO: execute non-exclusive backup start: backup begins after the requested immediate checkpoint completes
2025-07-15 01:36:57.105 P00   INFO: backup start archive = 000000010000000000000006, lsn = 0/6000028
2025-07-15 01:36:57.105 P00   INFO: check archive for prior segment 000000010000000000000005
2025-07-15 01:36:58.403 P00   INFO: execute non-exclusive backup stop and wait for all WAL segments to archive
2025-07-15 01:36:58.421 P00   INFO: backup stop archive = 000000010000000000000006, lsn = 0/6000120
2025-07-15 01:36:58.424 P00   INFO: check archive for segment(s) 000000010000000000000006:000000010000000000000006
2025-07-15 01:36:58.540 P00   INFO: new backup label = 20250715-013657F
2025-07-15 01:36:58.588 P00   INFO: full backup size = 44.5MB, file total = 1437
2025-07-15 01:36:58.589 P00   INFO: backup command end: completed successfully (1584ms)
2025-07-15 01:36:58.589 P00   INFO: expire command begin 2.54.2: --exec-id=88380-4b22e767 --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta
2025-07-15 01:36:58.593 P00   INFO: repo1: time-based archive retention not met - archive logs will not be expired
2025-07-15 01:36:58.593 P00   INFO: expire command end: completed successfully (4ms)
```
```bash tab="diff"
$ pgbackrest --stanza=pg-meta --type=diff backup
2025-07-15 01:37:24.952 P00   INFO: backup command begin 2.54.2: --annotation=pg_cluster=pg-meta --compress-type=lz4 --delta --exec-id=88431-1b8ca3e0 --expire-auto --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --pg1-path=/pg/data --pg1-port=5432 --repo1-block --repo1-bundle --repo1-bundle-limit=20MiB --repo1-bundle-size=128MiB --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta --start-fast --type=diff
2025-07-15 01:37:24.985 P00   INFO: last backup label = 20250715-013657F, version = 2.54.2
2025-07-15 01:37:24.985 P00   INFO: execute non-exclusive backup start: backup begins after the requested immediate checkpoint completes
2025-07-15 01:37:25.045 P00   INFO: backup start archive = 000000010000000000000008, lsn = 0/8000028
2025-07-15 01:37:25.045 P00   INFO: check archive for prior segment 000000010000000000000007
2025-07-15 01:37:26.204 P00   INFO: execute non-exclusive backup stop and wait for all WAL segments to archive
2025-07-15 01:37:26.220 P00   INFO: backup stop archive = 000000010000000000000008, lsn = 0/8000158
2025-07-15 01:37:26.223 P00   INFO: check archive for segment(s) 000000010000000000000008:000000010000000000000008
2025-07-15 01:37:26.337 P00   INFO: new backup label = 20250715-013657F_20250715-013724D
2025-07-15 01:37:26.381 P00   INFO: diff backup size = 424.3KB, file total = 1437
2025-07-15 01:37:26.381 P00   INFO: backup command end: completed successfully (1431ms)
2025-07-15 01:37:26.381 P00   INFO: expire command begin 2.54.2: --exec-id=88431-1b8ca3e0 --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta
2025-07-15 01:37:26.386 P00   INFO: repo1: time-based archive retention not met - archive logs will not be expired
2025-07-15 01:37:26.386 P00   INFO: expire command end: completed successfully (5ms)
```
```bash tab="incr"
$ pgbackrest --stanza=pg-meta --type=incr backup
2025-07-15 01:37:30.305 P00   INFO: backup command begin 2.54.2: --annotation=pg_cluster=pg-meta --compress-type=lz4 --delta --exec-id=88449-eba235f7 --expire-auto --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --pg1-path=/pg/data --pg1-port=5432 --repo1-block --repo1-bundle --repo1-bundle-limit=20MiB --repo1-bundle-size=128MiB --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta --start-fast --type=incr
2025-07-15 01:37:30.337 P00   INFO: last backup label = 20250715-013657F_20250715-013724D, version = 2.54.2
2025-07-15 01:37:30.337 P00   INFO: execute non-exclusive backup start: backup begins after the requested immediate checkpoint completes
2025-07-15 01:37:30.383 P00   INFO: backup start archive = 000000010000000000000009, lsn = 0/9000028
2025-07-15 01:37:30.383 P00   INFO: check archive for segment 000000010000000000000009
2025-07-15 01:37:31.191 P00   INFO: execute non-exclusive backup stop and wait for all WAL segments to archive
2025-07-15 01:37:31.230 P00   INFO: backup stop archive = 00000001000000000000000A, lsn = 0/A000050
2025-07-15 01:37:31.232 P00   INFO: check archive for segment(s) 000000010000000000000009:00000001000000000000000A
2025-07-15 01:37:31.356 P00   INFO: new backup label = 20250715-013657F_20250715-013730I
2025-07-15 01:37:31.403 P00   INFO: incr backup size = 8.3KB, file total = 1437
2025-07-15 01:37:31.403 P00   INFO: backup command end: completed successfully (1099ms)
2025-07-15 01:37:31.403 P00   INFO: expire command begin 2.54.2: --exec-id=88449-eba235f7 --log-level-console=info --log-level-file=info --log-path=/pg/log/pgbackrest --repo1-cipher-pass=<redacted> --repo1-cipher-type=aes-256-cbc --repo1-path=/pgbackrest --repo1-retention-full=14 --repo1-retention-full-type=time --repo1-s3-bucket=pgsql --repo1-s3-endpoint=sss.pigsty --repo1-s3-key=<redacted> --repo1-s3-key-secret=<redacted> --repo1-s3-region=us-east-1 --repo1-s3-uri-style=path --repo1-storage-ca-file=/etc/pki/ca.crt --repo1-storage-port=9000 --repo1-type=s3 --stanza=pg-meta
2025-07-15 01:37:31.409 P00   INFO: repo1: time-based archive retention not met - archive logs will not be expired
2025-07-15 01:37:31.409 P00   INFO: expire command end: completed successfully (6ms)
```
```bash tab="info"
$ pgbackrest --stanza=pg-meta info
stanza: pg-meta
    status: ok
    cipher: aes-256-cbc

    db (current)
        wal archive min/max (17): 000000010000000000000001/00000001000000000000000A

        full backup: 20250715-013441F
            timestamp start/stop: 2025-07-15 01:34:41+00 / 2025-07-15 01:34:43+00
            wal start/stop: 000000010000000000000004 / 000000010000000000000004
            database size: 43.9MB, database backup size: 43.9MB
            repo1: backup size: 8.3MB

        full backup: 20250715-013657F
            timestamp start/stop: 2025-07-15 01:36:57+00 / 2025-07-15 01:36:58+00
            wal start/stop: 000000010000000000000006 / 000000010000000000000006
            database size: 44.5MB, database backup size: 44.5MB
            repo1: backup size: 8.7MB

        diff backup: 20250715-013657F_20250715-013724D
            timestamp start/stop: 2025-07-15 01:37:24+00 / 2025-07-15 01:37:26+00
            wal start/stop: 000000010000000000000008 / 000000010000000000000008
            database size: 44.5MB, database backup size: 424.3KB
            repo1: backup size: 94KB
            backup reference total: 1 full

        incr backup: 20250715-013657F_20250715-013730I
            timestamp start/stop: 2025-07-15 01:37:30+00 / 2025-07-15 01:37:31+00
            wal start/stop: 000000010000000000000009 / 00000001000000000000000A
            database size: 44.5MB, database backup size: 8.3KB
            repo1: backup size: 504B
            backup reference total: 1 full, 1 diff
```

The `stanza` here is the database cluster name: [`pg_cluster`](/docs/pgsql/param#pg_cluster), which is `pg-meta` for the default setup.

Pigsty has an alias `pb` and wrapper script `pg-backup` that fills the current cluster name as stanza:

```bash {title="alias"}
function pb() {
    local stanza=$(grep -o '\[[^][]*]' /etc/pgbackrest/pgbackrest.conf | head -n1 | sed 's/.*\[\([^]]*\)].*/\1/')
    pgbackrest --stanza=$stanza $@
}
pb ...    # pgbackrest --stanza=pg-meta ...
pb info   # pgbackrest --stanza=pg-meta info
pb backup # pgbackrest --stanza=pg-meta backup
```

```bash {title="script"}
pg-backup full   # take an full backup         = pgbackrest --stanza=pg-meta --type=incr backup
pg-backup incr   # take an incremental backup  = pgbackrest --stanza=pg-meta --type=incr backup
pg-backup diff   # take an differential backup = pgbackrest --stanza=pg-meta --type=incr backup
```



--------

## Crontab

Pigsty is leveraging Linux's crontab to schedule backups. You can define your backup policies with it

For example, most one-node config template will have the following [`node_crontab`](/docs/node/param#node_crontab) for backup.

```yaml {title="Full backup everyday 1am"}
node_crontab: [ '00 01 * * * postgres /pg/bin/pg-backup full' ]
```

You can design more sophisticated backup policies with crontab and `pg-backup` script, such as:

```yaml {title="Full backup on Monday, incremental backup during weekdays"}
node_crontab:  # make a full backup on monday 1am, and an incremental backup during weekdays
  - '00 01 * * 1 postgres /pg/bin/pg-backup full'
  - '00 01 * * 2,3,4,5,6,7 postgres /pg/bin/pg-backup'
```

To apply crontab change, use the [`node.yml`](/docs/node/playbook/#nodeyml) to update the crontab on all nodes.

```bash {title="apply crontab"}
./node.yml -t node_crontab -l pg-meta    # apply crontab change to the pg-meta group
```


--------

## pgbackrest

Here's pigsty's setup details for pgbackrest:

- The pgbackrest backup tool is enabled and configured by default ([`pgbackrest_enabled`](/docs/pgsql/param/#pgbackrest_enabled))
- Installed in the `pg_install` task in the [`pgsql.yml`](/docs/pgsql/playbook/#pgsqlyml) playbook, defined in [`pg_packages`](/docs/pgsql/param/#pg_packages)
- configured in the `pg_backup` task in the [`pgsql.yml`](/docs/pgsql/playbook/#pgsqlyml) playbook, [PARAM: PG_BACKUP](/docs/pgsql/param/#pg_backup)
- init backup repo in the `pgbackrest_init` task, fails if repo exists! (errors can be ignored)
- Create initial backup in the `pgbackrest_backup` task, controlled by [`pgbackrest_init_backup`](/docs/pgsql/param/#pgbackrest_init_backup)

### FHS

- bin: `/usr/bin/pgbackrest`, from the PGDG's `pgbackrest` package, in the group alias `pgsql-common`.
- conf: `/etc/pgbackrest`, the main config is [`/etc/pgbackrest/pgbackrest.conf`](https://github.com/pgsty/pigsty/blob/v3.7.0/roles/pgsql/templates/pgbackrest.conf).
- logs: `/pg/log/pgbackrest/*`, controlled by [`pgbackrest_log_dir`](/docs/pgsql/param/#pgbackrest_log_dir)
- tmp: `/pg/spool` is used as the temp spool directory for pgbackrest
- data: `/pg/backup` is used, if the default `local` filesystem backup repo is selected.

Moreover, during the [PITR Recovery](/docs/pgsql/backup/restore) process,
Pigsty will create a temp `/pg/conf/pitr.conf` pgbackrest config file.
And write postgres recovery log to the `/pg/tmp/recovery.log` file.

### Monitoring

There is a `pgbackrest_exporter` service running on ([`pgbackrest_exporter_port`](/docs/pgsql/param/#pgbackrest_exporter_port): `9854`) to export the pgbackrest metrics.
You can customize it by [`pgbackrest_exporter_options`](/docs/pgsql/param/#pgbackrest_exporter_options) and disable it with setting [`pgbackrest_exporter_enabled`](/docs/pgsql/param/#pgbackrest_exporter_enabled) to `false`.

### Initial Backup

When a postgres cluster is created, pigsty will create an initial backup automatically.
It's a tiny backup since the new cluster is almost empty.
It will leave a marker file `/etc/pgbackrest/initial.done` to avoid creating the initial backup again.
Set the [`pgbackrest_init_backup`](/docs/pgsql/param/#pgbackrest_initial) to `false` if you don't want it.


--------

## Administration

### Enable Backup

If you database cluster is created with [`pgbackrest_enable`](/docs/pgsql/param/#pgbackrest_enable) set to `true`, the backup will be enabled automatically.

If it created with the `false` value, you can enable the pgbackrest component with:

```bash
./pgsql.yml -t pg_backup    # run the pgbackrest subtask
```

### Remove Backup

Pigsty will remove pgbackrest backup stanza when removing the primary instance ([`pg_role`](/docs/pgsql/param/#pg_role) = `primary`).

```bash
./pgsql-rm.yml
./pgsql-rm.yml -e pg_rm_backup=false   # leave backup intact
./pgsql-rm.yml -t pg_backup            # only remove backup
```

Use the `pg_backup` subtask to remove the backup only, and use the [`pg_rm_backup`](/docs/pgsql/param/#pg_rm_backup) arg to keep backups.

If your backup repo is **locked**, (e.g., S3 / MinIO has a lock option), this operation will fail.

**Backup Removal**

Removing backup may lead to permanent data loss, it&#39;s a dangerous operation, do with extreme caution.


### List Backup

This command will list all backups in the pgbackrest repository (shared by all clusters)

```bash
pgbackrest info
````

### Manual Backup

Pigsty has a built-in script `/pg/bin/pg-backup` which wraps the `pgbackrest` backup command.

```bash
pg-backup        # take an incremental backup
pg-backup full   # take an full backup
pg-backup incr   # take an incremental backup
pg-backup diff   # take an differential backup
```

### Base Backup

Pigsty has an alternative backup script `/pg/bin/pg-basebackup` which does not rely on `pgbackrest`, and gives you a physical copy of the database cluster.
The default backup dir is `/pg/backup`.

```bash tab="help"
NAME
  pg-basebackup  -- make base backup from PostgreSQL instance

SYNOPSIS
  pg-basebackup -sdfeukr
  pg-basebackup --src postgres:/// --dst . --file backup.tar.lz4

DESCRIPTION
-s, --src, --url     Backup source URL, optional, "postgres:///" by default, if password is required, it should be given in url, ENV or .pgpass
-d, --dst, --dir     Where to put backup files, "/pg/backup" by default
-f, --file           Overwrite default backup filename, "backup_${tag}_${date}.tar.lz4"
-r, --remove         .lz4 Files mtime before n minutes ago will be removed, default is 1200 (20hour)
-t, --tag            Backup file tag, if not set, target cluster_name or local ip address will be used. Also used as part of DEFAULT filename
-k, --key            Encryption key when --encrypt is specified, default key is ${tag}
-u, --upload         Upload backup files to cloud storage, (need your own implementation)
-e, --encryption     Encrypt with RC4 using OpenSSL, if not key is specified, tag is used as key
-h, --help           Print this message
```
```bash tab="backup"
postgres@pg-meta-1:~$ pg-basebackup
[2025-07-13 06:16:05][INFO] ================================================================
[2025-07-13 06:16:05][INFO] [INIT] pg-basebackup begin, checking parameters
[2025-07-13 06:16:05][DEBUG] [INIT] #====== BINARY
[2025-07-13 06:16:05][DEBUG] [INIT] pg_basebackup     :   /usr/pgsql/bin/pg_basebackup
[2025-07-13 06:16:05][DEBUG] [INIT] openssl           :   /usr/bin/openssl
[2025-07-13 06:16:05][DEBUG] [INIT] #====== PARAMETER
[2025-07-13 06:16:05][DEBUG] [INIT] filename  (-f)    :   backup_pg-meta_20250713.tar.lz4
[2025-07-13 06:16:05][DEBUG] [INIT] src       (-s)    :   postgres:///
[2025-07-13 06:16:05][DEBUG] [INIT] dst       (-d)    :   /pg/backup
[2025-07-13 06:16:05][DEBUG] [INIT] tag       (-t)    :   pg-meta
[2025-07-13 06:16:05][DEBUG] [INIT] key       (-k)    :   pg-meta
[2025-07-13 06:16:05][DEBUG] [INIT] encrypt   (-e)    :   false
[2025-07-13 06:16:05][DEBUG] [INIT] upload    (-u)    :   false
[2025-07-13 06:16:05][DEBUG] [INIT] remove    (-r)    :   -mmin +1200
[2025-07-13 06:16:05][INFO] [LOCK] acquire lock @ /tmp/backup.lock
[2025-07-13 06:16:05][INFO] [LOCK] lock acquired success on /tmp/backup.lock, pid=107417
[2025-07-13 06:16:05][INFO] [BKUP] backup begin, from postgres:/// to /pg/backup/backup_pg-meta_20250713.tar.lz4
[2025-07-13 06:16:05][INFO] [BKUP] backup in normal mode
pg_basebackup: initiating base backup, waiting for checkpoint to complete

pg_basebackup: checkpoint completed
pg_basebackup: write-ahead log start point: 0/7000028 on timeline 1
pg_basebackup: write-ahead log end point: 0/7000FD8
pg_basebackup: syncing data to disk ...
pg_basebackup: base backup completed
[2025-07-13 06:16:06][INFO] [BKUP] backup complete!
[2025-07-13 06:16:06][INFO] [RMBK] remove local obsolete backup: 1200
[2025-07-13 06:16:06][INFO] [BKUP] find obsolete backups: find /pg/backup/ -maxdepth 1 -type f -mmin +1200 -name 'backup*.lz4'
[2025-07-13 06:16:06][WARN] [BKUP] remove obsolete backups:
[2025-07-13 06:16:06][INFO] [RMBK] remove old backup complete
[2025-07-13 06:16:06][INFO] [LOCK] release lock @ /tmp/backup.lock
[2025-07-13 06:16:06][INFO] [DONE] backup procedure complete!
[2025-07-13 06:16:06][INFO] ================================================================
```

Backup are compressed with `lz4`, You can unzip and extract the tarball with the following command:

```bash
mkdir -p /tmp/data   # extract backup to this directory
cat /pg/backup/backup_pg-meta_20250713.tar.lz4 | unlz4 -d -c | tar -xC /tmp/data
```

### Logical Backup

You can also use the `pg_dump` command to perform a logical backup.

Logical backups cannot be used for PITR (Point In Time Recovery),
but they are useful for migrating data between different major versions, or implement flexible data export logic.


### Bootstrap from Repo

Now let's say you have an existing cluster `pg-meta`, and want to **FORK** it as `pg-meta2`:

You'll need to create the new `pg-meta2` cluster fork, then run `pitr` on it.
