On-Premise Deployment using Filesystem

Warning

We are currently working on making the setup and upgrade process to Automate HA a seamless experience. If you are already using Chef Automate HA, or are planning to use it, please contact your customer success manager or account manager for more information.

Note

If the user chooses backup_config as file_system in config.toml backup is already configured during the deployment, and in that case the below steps are not required. If backup_config is left blank, then the configuration needs to be configured manually.

Overview

A shared file system is always required to create OpenSearch snapshots. To register the snapshot repository using OpenSearch, it is necessary to mount the same shared filesystem to the exact location on all master and data nodes. Register the location (or one of its parent directories) in the path.repo setting on all master and data nodes.

Setting up the backup configuration

Configuration in OpenSearch Node

Mount the shared file system on all OpenSearch and Frontend servers :
```
mount /mnt/automate_backups
```

Note

/mnt/automate_backups is the default value for the backup path, we can change it to any other value.

Apply the following steps on all of the OpenSearch server node

Create an OpenSearch sub-directory and set permissions (only if the network mount is correctly mounted).
```
sudo mkdir /mnt/automate_backups/opensearch
sudo chown hab:hab /mnt/automate_backups/opensearch/
```

Configuration for OpenSearch Node from Provision Host

Configure the OpenSearch path.repo setting by following the steps given below:

Create a .toml (say os_config.toml) file in the Provision host and copy the following template with the path to the repo.

  [path]
  # Replace /mnt/automate_backups with the backup_mount config found on the provisioning host in /hab/a2_deploy_workspace/a2ha.rb
  repo = "/mnt/automate_backups/opensearch"

Following command will add the configuration to the OpenSearch node.

  chef-automate config patch --opensearch <PATH TO OS_CONFIG.TOML>

Healthcheck commands

Following command can be run in the OpenSearch node
```
chef-automate status
```

Following command can be run in the OpenSearch node

hab svc status (check whether OpenSearch service is up or not)

curl -k -X GET "<https://localhost:9200/_cat/indices/*?v=true&s=index&pretty>" -u admin:admin (Another way to check is to check whether all the indices are green or not)

# Watch for a message about OpenSearch going from RED to GREEN
journalctl -u hab-sup -f | grep 'automate-ha-opensearch'

Configuration for Automate Node from Provision Host

Configure Automate to handle External OpenSearch Backups.

Create an automate.toml file on the provisioning server using the following command:

touch automate.toml

Add the following configuration to automate.toml on the provisioning host:

[global.v1.external.opensearch.backup]
enable = true
location = "fs"

[global.v1.external.opensearch.backup.fs]
# The `path.repo` setting you've configured on your OpenSearch nodes must be a parent directory of the setting you configure here:
path = "/mnt/automate_backups/opensearch"

[global.v1.backups.filesystem]
path = "/mnt/automate_backups/backups"

Patch the automate.toml config to trigger the deployment from the provision host.
```
chef-automate config patch --fe automate.toml
```

Backup and Restore commands

Backup

To create the backup, by running the backup command from bastion. The backup command is as shown below:
```
chef-automate backup create
```

Restoring the Backed-up Data From the file system

To restore backed-up data of the Chef Automate High Availability (HA) using External File System (EFS), follow the steps given below:

Check the status of Automate HA Cluster from the bastion nodes by executing the chef-automate status command.
Execute the restore command from bastionchef-automate backup restore <BACKUP-ID> --yes -b /mnt/automate_backups/backups --airgap-bundle </path/to/bundle>.

Troubleshooting

While running the restore command, If it prompts any error follow the steps given below.

check the chef-automate status in Automate node by running chef-automate status.
Also check the hab svc status in automate node by running hab svc status.
If the deployment services is not healthy then reload it using hab svc load chef/deployment-service.
Now, check the status of Automate node and then try running the restore command from bastion.

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