Full system backup with rsync - ArchWiki

# Full system backup with rsync

Related articles

- Backup programs
- rsync

This article is about using rsync to transfer a copy of your "/" tree, excluding a few select folders. This approach is considered to be better than disk cloning with `dd` since it allows for a different size, partition table and filesystem to be used, and better than copying with `cp -a` as well, because it allows greater control over file permissions, attributes, Access Control Lists (ACLs) and extended attributes. [1]

Either method will work even while the system is running. Since it's going to take a while, you may freely browse the web during this time. Worst case scenario you won't get the same opened tabs when you restore the backup (or boot from it) because they weren't saved. Not a big deal.

## With a single command

As root, run:

    # rsync -aAXv --exclude={"/dev/*","/proc/*","/sys/*","/tmp/*","/run/*","/mnt/*","/media/*","/lost+found"} /* /path/to/backup/folder

Using the `-aAX` set of options, the files are transferred in archive mode, ensuring that symbolic links, devices, permissions and ownerships, modification times, ACLs and extended attributes are preserved.

The `--exclude` option will cause files that match the given patterns to be excluded. The contents of `/dev`, `/proc`, `/sys`, `/tmp` and `/run` were excluded because they are populated at boot (while the folders themselves are not created), `/lost+found` is filesystem-specific. Quoting the exclude patterns will avoid expansion by shell, which is necessary e.g. when backing up over SSH.

Note: If you plan on backing up your system somewhere other than `/mnt` or `/media`, do not forget to add it to the list of exclude patterns to avoid an infinite loop. Also, if there are any bind mounts in the system, they should be excluded as well, so that the bind mounted contents is copied only once.

You may want to include additional rsync options, such as the following (see `man rsync` for the full list):

- If you are heavy user of hardlinks, you might consider adding the `-H` option, which is turned off by default as memory expensive, but nowadays it should be no problem on most of modern machines. There are a lot of hard links below the `/usr/` folder, which save disk space.
- You may want to add rsync's `--delete` option if you are running this multiple times to the same backup folder.
- Consider also if you want to backup the `/home/` folder. If it contains your data, it might be considerably larger than the system.
- If you use any sparse files, such as virtual disks, Docker images and similar, you should add the `-S` option.
- The `--numeric-ids` option will disable mapping of user and group names, numeric group and user IDs will be transfered instead. This is useful when backing up over SSH or when using a live system to backup different system disk.
- You may also want to skip some `/home/` subdirectories, for example `/home/*/.thumbnails/*`, `/home/*/.cache/mozilla/*`, `/home/*/.cache/chromium/*` and `/home/*/.local/share/Trash/*`.

## Using a script

This script uses the rsync command from the previous section, but also shows at the end how much time it took, and it also writes a file stating when the backup was created. To learn more about what this script does, read `man rsync` and `man date`.

    ~/Scripts/backup.sh

    #!/bin/bash

    if [ $# -lt 1 ]; then
        echo "No destination defined. Usage: $0 destination" >&2
        exit 1
    elif [ $# -gt 1 ]; then
        echo "Too many arguments. Usage: $0 destination" >&2
        exit 1
    elif [ ! -d "$1" ]; then
       echo "Invalid path: $1" >&2
       exit 1
    elif [ ! -w "$1" ]; then
       echo "Directory not writable: $1" >&2
       exit 1
    fi

    case "$1" in
      "/mnt") ;;
      "/mnt/"*) ;;
      "/media") ;;
      "/media/"*) ;;
      "/run/media") ;;
      "/run/media/"*) ;;
      *) echo "Destination not allowed." >&2
         exit 1
         ;;
    esac

    START=$(date +%s)
    rsync -aAXv --exclude={"/dev/*","/proc/*","/sys/*","/tmp/*","/run/*","/mnt/*","/media/*","/lost+found"} /* "$1"
    FINISH=$(date +%s)
    echo "total time: $(( ($FINISH-$START) / 60 )) minutes, $(( ($FINISH-$START) % 60 )) seconds" | tee $1/"Backup from $(date '+%Y-%m-%d, %T, %A')"

Backing up is easy.

While the system is running, open up a terminal and run (as root):

    # /home/user/Scripts/backup.sh /some/destination

(replace user with username since you created the directory as user in the user's home directory)

You can also replace both `$1` instances from the script with the actual destination path, move it to one of the folders from `echo $PATH`, and then simply run (as root):

    # backup.sh

## Boot requirements

Having a bootable backup can be useful in case the filesystem becomes corrupt or if an update breaks the system. The backup can also be used as a test bed for updates, with the [testing] repo enabled, etc. If you transferred the system to a different partition or drive and you want to boot it, the process is as simple as updating the backup's `/etc/fstab` and your bootloader's configuration file.

### Update the fstab

Without rebooting, edit the backup's fstab to reflect the changes:

    /path/to/backup/etc/fstab

    tmpfs        /tmp          tmpfs     nodev,nosuid             0   0

    /dev/sda1    /boot         ext2      defaults                 0   2
    /dev/sda5    none          swap      defaults                 0   0
    /dev/sda6    /             ext4      defaults                 0   1
    /dev/sda7    /home         ext4      defaults                 0   2

Because rsync has performed a recursive copy of the entire root filesystem, all of the `sda` mountpoints are problematic and booting the backup will fail. In this example, all of the offending entries are replaced with a single one:

    /path/to/backup/etc/fstab

    tmpfs        /tmp          tmpfs     nodev,nosuid             0   0

    /dev/sdb1    /             ext4      defaults                 0   1

Remember to use the proper device name and filesystem type.

### Update the bootloader's configuration file

This section assumes that you backed up the system to another drive or partition, that your current bootloader is working fine, and that you want to boot from the backup as well.

For Syslinux, all you need to do is duplicate the current entry, except pointing to a different drive or partition.

Tip: Instead of editing `syslinux.cfg`, you can also temporarily edit the menu during boot. When the menu shows up, press the `Tab` key and change the relevant entries. Partitions are counted from one, drives are counted from zero.

For GRUB, it's recommended that you automatically re-generate the main configuration file.

Also verify the new menu entry in `/boot/grub/grub.cfg`. Make sure the UUID is matching the new partition, otherwise it could still boot the old system. Find the UUID of a partition as follows:

    # lsblk -no NAME,UUID /dev/sdb3

where you substitute the desired partition for /dev/sdb3. To list the UUID's of partitions grub thinks it can boot, use grep:

    # grep UUID= /boot/grub/grub.cfg

If the one you found from lsblk isn't found by grep, then grub-mkconfig didn't work. Most likely, you will have to Change root into the duplicate file system and then use mkinitcpio. For example, if you had used rsync to duplicate root on /dev/sdb3 then change root and use mkinitcpio as follows:

    # mkdir /mnt/arch
    # mount /dev/sdb3 /mnt/arch
    # cd /mnt/arch
    # mount -t proc proc proc/
    # mount --rbind /sys sys/
    # mount --rbind /dev dev/
    # chroot /mnt/arch /bin/bash
    # mkinitcpio -p linux

After exiting, generate grub.cfg again and verify the new UUID is included.

## First boot

Reboot the computer and select the right entry in the bootloader. This will load the system for the first time. All peripherals should be detected and the empty folders in `/` will be populated.

Now you can re-edit `/etc/fstab` to add the previously removed partitions and mount points.

If you transferred the data from HDD to SSD (solid state drive), don't forget to activate TRIM. Also consider using HDD and tmpfs mount points to reduce SSD wearing - see Relocate files to tmpfs and Tips for Minimizing SSD Read & Writes.

Note: You may have to reboot again in order to get all services and daemons working correctly. Personally, pulseaudio would not initialise because of a module loading error. I restarted the dbus.service to make it work.

## See also

1. Howto – local and remote snapshot backup using rsync with hard links Includes file deduplication with hard-links, MD5 integrity signature, 'chattr' protection, filter rules, disk quota, retention policy with exponential distribution (backups rotation while saving more recent backups than older)

Category:

- System recovery