Updating and upgrading Bareos

Bareos consists of 4 main components:

  • Bareos Director

  • Bareos Storage Daemon

  • Bareos File Daemon

  • Bareos WebUI

Before updating or upgrading Bareos software

We consider both operations usually safe and they can be applied without restriction to all installations. The Bareos project avoids breaking changes as far as possible, so usually existing configurations will work with newer installations without changes. Especially when updating the Bareos Director (together with the corresponding Bareos Storage Daemon) it is recommended to do a number of security steps before going ahead:

  • Read the Bareos current release notes and watch out for changes that might impact your installation. Take special care for the Breaking Changes paragraph, as it contains the information about changes that require your special attention when upgrading your installation as they might require adaptions of the configuration.

  • Update your operating system to the latest security and patch level of the publisher.

  • Empty the running jobs queue.

  • Run BackupCatalog or equivalent as last job (keep the most up to date database dump & configuration state).

  • Stop all Bareos daemons.

  • If not done before

    • Save a copy of the actual configuration used. (Usually /etc/bareos/ and /etc/bareos-webui/.

    • Dump your database content to an easy to restore format.

  • Cleanup the working dir /var/lib/bareos

    • Remove any old crash traces *.bactrace and *.traceback files.

    • Remove any left debugging *.trace files.

    • Remove any leftover *.mail that have not been sent.

    • Remove any *core* that are left behind.

  • Rotate log files if you don’t use logrotate

    • /var/log/bareos/bareos.log

    • /var/log/bareos/bareos-audit.log

Now you can safely apply the update or upgrade.

Warning

Please remind, that Bareos Director and Bareos Storage Daemon must always have the same version. The version of the Bareos File Daemon may differ, see chapter about backward compatibility.

Note

When you change the repository and refresh it, it is likely to have a new signing key. You will have to accept it.

new gpg key detection on EL 8 (dnf/yum)
   Backup Archiving Recovery Open Sourced (EL_8)                    1.6 MB/s | 1.6 kB     00:00
   Importing GPG key 0xC9FED482:
   Userid     : "Bareos 21 Signing Key <signing@bareos.com>"
   Fingerprint: 91DA 1DC3 564A E20A 76C4 CA88 E019 57D6 C9FE D482
   From       : /etc/pki/rpm-gpg/RPM-GPG-KEY-bareos-release-21
   Is this ok [y/N]: y
new gpg key detection on SUSE (zypper)
   Forcing raw metadata refresh
   New repository or package signing key received:
   Repository:       bareos
   Key Fingerprint:  91DA 1DC3 564A E20A 76C4 CA88 E019 57D6 C9FE D482
   Key Name:         Bareos 21 Signing Key <signing@bareos.com>
   Key Algorithm:    RSA 4096
   Key Created:      Mon Dec 20 10:04:50 2021
   Key Expires:      (does not expire)
   Rpm Name:         gpg-pubkey-c9fed482-61c05542

      Note: Signing data enables the recipient to verify that no modifications occurred after the data
      were signed. Accepting data with no, wrong or unknown signature can lead to a corrupted system
      and in extreme cases even to a system compromise.

      Note: A GPG pubkey is clearly identified by its fingerprint. Do not rely on the key's name. If
      you are not sure whether the presented key is authentic, ask the repository provider or check
      their web site. Many providers maintain a web page showing the fingerprints of the GPG keys they
      are using.

   Do you want to reject the key, trust temporarily, or trust always? [r/t/a/?] (r): a

Updating from community to subscription binaries

To update the installed community packages (https://download.bareos.org) to Bareos Subscription packages, you will have to point to the subscription repositories located at https://download.bareos.com/.

Once you received your download.bareos.com portal/repository credentials, you can refer to the following section Decide about the Bareos release to use for complete instructions how-to use the add_bareos_repositories.sh helper.

Choose the same operating system and Bareos major version you are already using.

Read the Bareos current release notes to check all fixes that have been made.

Proceed to the next section, to install last minor bugfix release on your systems.

Updating Bareos to the lastest minor or bugfix release

In most cases, a Bareos update is simply done by a package update of the distribution.

Note

Please before processing, apply steps in Before updating or upgrading Bareos software

In this section, we explain how to update your Bareos major version to the latest minor or bugfix release.

For upgrading to a new major version see Update Bareos to a new major release.

Note

You can install directly the latest Major,Minor,Bugfix release available. So updating from 21.0.0 directly to 21.1.5 is not a problem.

Example how to update from 21.0.0 to 21.1.5.

Shell example command to update Bareos on on EL 8
root@host:~# dnf upgrade --repo=bareos --refresh
   Backup Archiving Recovery Open Sourced (EL_8)            .5 kB/s | 833  B     00:00
   Dependencies resolved.
   ===================================================================================
   Package                         Architecture     Version         Repository   Size
   ===================================================================================
   Upgrading:
   bareos                          x86_64           21.1.5-3.el8    bareos      7.4 k
   bareos-bconsole                 x86_64           21.1.5-3.el8    bareos       37 k
   bareos-client                   x86_64           21.1.5-3.el8    bareos      7.5 k
   bareos-common                   x86_64           21.1.5-3.el8    bareos      764 k
   bareos-database-common          x86_64           21.1.5-3.el8    bareos       87 k
   bareos-database-postgresql      x86_64           21.1.5-3.el8    bareos       42 k
   bareos-database-tools           x86_64           21.1.5-3.el8    bareos      107 k
   bareos-director                 x86_64           21.1.5-3.el8    bareos      425 k
   bareos-filedaemon               x86_64           21.1.5-3.el8    bareos      120 k
   bareos-storage                  x86_64           21.1.5-3.el8    bareos       97 k
   bareos-tools                    x86_64           21.1.5-3.el8    bareos       52 k

   Transaction Summary
   ===================================================================================
   Upgrade  11 Packages

   Total download size: 1.7 M
   Is this ok [y/N]: y
Shell example command to update Bareos on SLES / openSUSE
root@host:~# zypper refresh --force bareos
root@host:~# zypper -v update --repo=bareos
   Verbosity: 2
   Initializing Target
   Checking whether to refresh metadata for bareos
   Retrieving: repomd.xml ..........................................[done (3.0 KiB/s)]
   Retrieving: media ......................................................[not found]
   Retrieving: repomd.xml.asc ..................................................[done]
   Retrieving: repomd.xml.key ..................................................[done]
   Retrieving: repomd.xml ......................................................[done]
   Repository:       bareos
   Key Fingerprint:  91DA 1DC3 564A E20A 76C4 CA88 E019 57D6 C9FE D482
   Key Name:         Bareos 21 Signing Key <signing@bareos.com>
   Key Algorithm:    RSA 4096
   Key Created:      Mon Dec 20 10:04:50 2021
   Key Expires:      (does not expire)
   Rpm Name:         gpg-pubkey-c9fed482-61c05542
   Retrieving: 7c2078b9b802f0f5c4edb818e870be0084ae132b4a5f21111617582fd927a65f-primary.xml.gz ...[done]
   Retrieving repository 'bareos' metadata .....................................[done]
   Building repository 'bareos' cache ..........................................[done]
   Loading repository data...
   Reading installed packages...
   Force resolution: No

   The following 10 packages are going to be upgraded:
   bareos                      21.0.0-4 -> 21.1.5-3
   bareos-bconsole             21.0.0-4 -> 21.1.5-3
   bareos-client               21.0.0-4 -> 21.1.5-3
   bareos-common               21.0.0-4 -> 21.1.5-3
   bareos-database-common      21.0.0-4 -> 21.1.5-3
   bareos-database-postgresql  21.0.0-4 -> 21.1.5-3
   bareos-database-tools       21.0.0-4 -> 21.1.5-3
   bareos-director             21.0.0-4 -> 21.1.5-3
   bareos-filedaemon           21.0.0-4 -> 21.1.5-3
   bareos-storage              21.0.0-4 -> 21.1.5-3

   10 packages to upgrade.
   Overall download size: 1.5 MiB.
   Already cached: 0 B.
   After the operation, additional 59.6 KiB will be used.
   Continue? [y/n/v/...? shows all options] (y): y
Shell example command to update Bareos on Debian
root@host:~# apt update
   Hit:1 http://deb.debian.org/debian bullseye InRelease
   Hit:2 http://deb.debian.org/debian-security bullseye-security InRelease
   Hit:3 http://deb.debian.org/debian bullseye-updates InRelease
   Get:4 https://download.bareos.com/bareos/release/21/Debian_11  InRelease [1861 B]
   Get:5 https://download.bareos.com/bareos/release/21/Debian_11  Sources [5660 B]
   Get:6 https://download.bareos.com/bareos/release/21/Debian_11  Packages [36.0 kB]
   Fetched 43.5 kB in 1s (42.3 kB/s)
   Reading package lists... Done
   Building dependency tree... Done
   Reading state information... Done
   15 packages can be upgraded. Run 'apt list --upgradable' to see them.
root@host:~# apt upgrade
   Reading package lists... Done
   Building dependency tree... Done
   Reading state information... Done
   Calculating upgrade... Done
   The following packages will be upgraded:
   bareos bareos-bconsole bareos-client bareos-common bareos-database-common
   bareos-database-postgresql bareos-database-tools bareos-director bareos-filedaemon
   bareos-storage bareos-tools libgssapi-krb5-2 libk5crypto3 libkrb5-3
   libkrb5support0
   15 upgraded, 0 newly installed, 0 to remove and 0 not upgraded.
   Need to get 2557 kB of archives.
   After this operation, 114 kB of additional disk space will be used.
   Do you want to continue? [Y/n] Y
Shell example command to update Bareos on FreeBSD
root@host:~# pkg update --repository Bareos
root@host:~# pkg upgrade --repository Bareos
   Updating Bareos repository catalogue...
   Bareos repository is up to date.
   All repositories are up to date.
   Checking for upgrades (8 candidates): 100%
   Processing candidates (8 candidates): 100%
   The following 8 package(s) will be affected (of 0 checked):
   Installed packages to be UPGRADED:
         bareos.com-bconsole: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-common: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-database-common: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-database-postgresql: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-database-tools: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-director: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-filedaemon: 21.0.0 -> 21.1.5 [Bareos]
         bareos.com-storage: 21.0.0 -> 21.1.5 [Bareos]
   Number of packages to be upgraded: 8
   1 MiB to be downloaded.
   Proceed with this action? [y/N]: y

Post update checks

After the update, it is recommended to check if any new warnings are raised when starting the daemon, mostly deprecated configuration directives. Bareos will mark configuration directives at least for one major release as deprecated, before removing them.

To do so you can use the -t flag:

Shell example to check the Bareos configuration
root@host:~# su - bareos -s /bin/sh -c "bareos-dir -t"
root@host:~# su - bareos -s /bin/sh -c "bareos-sd -t"
root@host:~# bareos-fd -t
There are configuration warnings:
   * using deprecated keyword PidDirectory on line 19 of file /etc/bareos/bareos-fd.d/client/myself.conf

The same warnings are also shown on a regular start of the daemons.

Depending of the operating system and its configuration, you will have to restart the daemons. Use your operating system command to do so.

Shell command to restart all bareos daemon with systemd on Linux
root@host:~# systemctl restart bareos-director bareos-storage bareos-filedaemon
root@host:~# systemctl status bareos-director bareos-storage bareos-filedaemon
Shell command to restart all bareos daemon with service on FreeBSD
root@host:~# service bareos-dir restart
root@host:~# service bareos-fd restart
root@host:~# service bareos-sd restart

Upgrading Bareos to a new major release

In most cases, a Bareos major upgrade can be achieve by:

  • Add new major repository (subscription only)

  • Package upgrade of the distribution.

  • Database schema upgrade with helper scripts (if schema was changed).

  • Configuration review to cleanup deprecated or removed parameters.

  • Review of home made scripts and manage their adaptation in case of changes.

It is generally sufficient to upgrade directly to the latest release, without having to install any intermediate releases. However, it is required to read the release notes of all intermediate releases.

One exception is when using a MySQL Bareos catalog, which have been removed with Bareos Version >= 21.0.0. Therefore you first have to upgrade to Bareos 20 and migrate the MySQL into a PostgreSQL Bareos Catalog, see Migrate a Bareos Catalog from MySQL to PostgreSQL.

Prepare the upgrade

If you not have already done those steps, please refer to instructions in Before updating or upgrading Bareos software.

Warning

If you use any third party plugins, you should check and test their functionalities with the new major version beforehand.

Upgrade the Bareos download repositories

This does only apply for subscription repositories (https://download.bareos.com/bareos/release/). The community repository (https://download.bareos.org/current) will always contain the latest build of the most recent stable branch.

  • First remove the existing Bareos repository definitions, by either removing the definition file(s) or by using your package manager.

  • Point your browser to the new Bareos major version for your operating system on the download server.

  • Open or save the helper script add_bareos_repositories.sh.

  • Transfer the file to your Bareos server, and execute it as root. This will create (or depending on your OS update) the Bareos repository information.

Shell command to upgrade the Bareos repository
root@host:~# sh add_bareos_repositories.sh

You should be able now to proceed the appropriate commands to refresh the packages list and upgrade the package to the newer version.

Note

You can refer to section Updating Bareos to the lastest minor or bugfix release for commands example.

Updating the configuration files

When updating Bareos through the distribution packaging mechanism, the existing configuration files are kept as they are.

However, configuration files installed by Bareos packages that have been manually removed by the user will get reinstalled by the package, see Resource file conventions.

If you don’t want to modify the behavior, there is normally no need to modify the configuration.

However, in some rare cases, configuration changes are required. These cases are described in the Release Notes.

With Bareos version >= 16.2.4 the default configuration uses the Subdirectory Configuration Scheme. This scheme offers various improvements. However, if your are updating from earlier versions, your existing single configuration files (/etc/bareos/bareos-*.conf) stay in place and are contentiously used by Bareos. The new default configuration resource files will also be installed (/etc/bareos/bareos-*.d/*/*.conf). However, they will only be used, when the legacy configuration file does not exist.

See Updates from Bareos < 16.2.4 for details and how to migrate to Subdirectory Configuration Scheme.

Updating the database scheme

Sometimes improvements in Bareos make it necessary to update the database scheme.

Warning

If the Bareos catalog database does not have the current schema, the Bareos Director refuses to start.

Shell example of bareos-dir failing to start due to lack of database schema update
root@host:~# su - bareos -s /bin/sh -c "bareos-dir -t"
bareos-dir: dird/check_catalog.cc:64-0 Could not open Catalog "MyCatalog", database "bareos".
bareos-dir: dird/check_catalog.cc:71-0 Version error for database "bareos". Wanted 2210, got 2192
bareos-dir ERROR TERMINATION
Please correct the configuration in /etc/bareos/bareos-dir.d/*/*.conf

Detailed information can then be found in the log file /var/log/bareos/bareos.log.

Take a look into the Release Notes to see which Bareos updates do require a database scheme update.

Warning

Especially the upgrade to Bareos >= 17.2.0 restructures the File database table. In larger installations this is very time consuming (up to several hours or days) and temporarily doubles the amount of required database disk space.

Debian based Linux Distributions

Since Bareos Version >= 14.2.0 the Debian (and Ubuntu) based packages support the dbconfig-common mechanism to create and update the Bareos database. If this is properly configured, the database schema will be automatically adapted by the Bareos packages.

For details see dbconfig-common (Debian).

If you disabled the usage of dbconfig-common, follow the instructions for Other Platforms.

Other Platforms

This has to be done as database administrator. On most platforms Bareos knows only about the credentials to access the Bareos database, but not about the database administrator credentials to modify the database schema.

The task of updating the database schema is done by the scripts /usr/lib/bareos/scripts/update_bareos_tables and /usr/lib/bareos/scripts/grant_bareos_privileges.

However, this script requires administration access to the database. Depending on your distribution, this requires different preparations.

More details can be found in chapter Catalog Maintenance.

Update PostgreSQL database schema on most Linux distribution
su postgres -c /usr/lib/bareos/scripts/update_bareos_tables
su postgres -c /usr/lib/bareos/scripts/grant_bareos_privileges

The grant_bareos_privileges command is required, if new databases tables are introduced. It does not hurt to run it multiple times.

After this, restart the Bareos Director and verify it starts without problems.