Snapshotting a Standalone PVC

This guide will show you how to use KubeStash to snapshot of a standalone PersistentVolumeClaims (PVC) and restore it from the volumeSnapshot using Kubernetes VolumeSnapshot API. In this guide, we are going to backup the volumes in Google Cloud Platform with the help of GCE Persistent Disk CSI Driver.

Before You Begin

At first, you need to be familiar with the GCE Persistent Disk CSI Driver.
If you don’t know how VolumeSnapshot works in KubeStash, please visit here.
Install KubeStash in your cluster following the steps here.
You should be familiar with the following KubeStash concepts:

Prepare for VolumeSnapshot

Here, we are going to create StorageClass that uses GCE Persistent Disk CSI Driver.

Below is the YAML of the StorageClass we are going to use,

apiVersion: storage.k8s.io/v1
kind: StorageClass
metadata:
  name: csi-standard
parameters:
  type: pd-standard
provisioner: pd.csi.storage.gke.io
reclaimPolicy: Delete
volumeBindingMode: Immediate

Let’s create the StorageClass we have shown above,

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/storageclass.yaml
storageclass.storage.k8s.io/csi-standard created

We also need a VolumeSnapshotClass. Below is the YAML of the VolumeSnapshotClass we are going to use,

apiVersion: snapshot.storage.k8s.io/v1
kind: VolumeSnapshotClass
metadata:
  name: csi-snapshot-class
driver: pd.csi.storage.gke.io
deletionPolicy: Delete

Here,

driver specifies the respective CSI driver that is responsible for taking snapshot. As we are using GCE Persistent Disk CSI Driver, we are going to use pd.csi.storage.gke.io in this field.

Let’s create the VolumeSnapshotClass we have shown above,

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/volumesnapshotclass.yaml
volumesnapshotclass.snapshot.storage.k8s.io/csi-snapshot-class created

To keep everything isolated, we are going to use a separate namespace called demo throughout this tutorial.

$ kubectl create ns demo
namespace/demo created

Note: YAML files used in this tutorial are stored in /docs/guides/volumesnapshot/pvc/examples directory of kubestash/docs repository.

Prepare Volume

At first, let’s prepare our desired PVC. Here, we are going to create a PVC. Then, we are going to mount this PVC with a Pod. Pod will generate a sample file into that PVC.

Create PersistentVolumeClaim:

Below, is the YAML of the PVC that we are going to create,

kind: PersistentVolumeClaim
apiVersion: v1
metadata:
  name: source-pvc
  namespace: demo
spec:
  accessModes:
  - ReadWriteOnce
  storageClassName: csi-standard
  resources:
    requests:
      storage: 1Gi

Let’s create the PVC we have shown above.

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/source-pvc.yaml
persistentvolumeclaim/source-pvc created

Deploy Workload:

Now, we are going to deploy a sample pod source-pod that will mount /sample/data path of the source-pvc. This pod will generate a sample file named data.txt with some demo data inside that file.

Below is the YAML of the Pod that we are going to create,

apiVersion: v1
kind: Pod
metadata:
  name: source-pod
  namespace: demo
spec:
  containers:
  - name: busybox
    image: busybox
    command: ["/bin/sh", "-c"]
    args: ["echo sample_data > /source/data/data.txt && sleep 3000"]
    volumeMounts:
    - name: source-data
      mountPath: /source/data
  volumes:
  - name: source-data
    persistentVolumeClaim:
      claimName: source-pvc
      readOnly: false

Let’s create the Pod we have shown above.

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/source-pod.yaml
pod/source-pod created

Now, wait for the Pod to go into the Running state.

$ kubectl get pod -n demo
NAME         READY   STATUS    RESTARTS   AGE
source-pod   1/1     Running   0          11s

Verify that the sample data has been created in /source/data directory for source-pod pod using the following command,

$ kubectl exec -n demo source-pod -- cat /source/data/data.txt
sample_data

Prepare Backend

Now, we are going to take VolumeSnapshot of the PVC source-pvc using KubeStash. For this, we have to create a Secret with necessary credentials and a BackupStorage object. If you want to use a different backend, please read the respective backend configuration doc from here.

For GCS backend, if the bucket does not exist, KubeStash needs Storage Object Admin role permissions to create the bucket. For more details, please check the following guide.

Create Secret:

Let’s create a Secret named gcs-secret with access credentials of our desired GCS backend,

$ echo -n '<your-project-id>' > GOOGLE_PROJECT_ID
$ cat /path/to/downloaded/sa_key_file.json > GOOGLE_SERVICE_ACCOUNT_JSON_KEY
$ kubectl create secret generic -n demo gcs-secret \
    --from-file=./GOOGLE_PROJECT_ID \
    --from-file=./GOOGLE_SERVICE_ACCOUNT_JSON_KEY
secret/gcs-secret created

Create BackupStorage:

Now, create a BackupStorage custom resource specifying the desired bucket, and directory inside the bucket where the backed up data will be stored.

Below is the YAML of BackupStorage object that we are going to create,

apiVersion: storage.kubestash.com/v1alpha1
kind: BackupStorage
metadata:
  name: gcs-storage
  namespace: demo
spec:
  storage:
    provider: gcs
    gcs:
      bucket: kubestash-qa
      prefix: demo
      secretName: gcs-secret
  usagePolicy:
    allowedNamespaces:
      from: All
  default: true 
  deletionPolicy: WipeOut

Let’s create the BackupStorage object that we have shown above,

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumes/pvc/examples/backupstorage.yaml
backupstorage.storage.kubestash.com/gcs-storage created

Now, we are ready to backup our target volume into this backend.

Create RetentionPolicy:

Now, we have to create a RetentionPolicy object to specify how the old Snapshots should be cleaned up.

Below is the YAML of the RetentionPolicy object that we are going to create,

apiVersion: storage.kubestash.com/v1alpha1
kind: RetentionPolicy
metadata:
  name: demo-retention
  namespace: demo
spec:
  default: true
  failedSnapshots:
    last: 2
  maxRetentionPeriod: 2mo
  successfulSnapshots:
    last: 5
  usagePolicy:
    allowedNamespaces:
      from: Same

Notice the spec.usagePolicy that allows referencing the RetentionPolicy from all namespaces.For more details on configuring it for specific namespaces, please refer to the following RetentionPolicy usage policy.

Let’s create the RetentionPolicy object that we have shown above,

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumes/pvc/examples/retentionpolicy.yaml
retentionpolicy.storage.kubestash.com/demo-retention created

Backup

Now, we have to create a BackupConfiguration custom resource targeting the PVC that we have created earlier.

Create BackupConfiguration :

Below is the YAML of the BackupConfiguration object that we are going to create,

apiVersion: core.kubestash.com/v1alpha1
kind: BackupConfiguration
metadata:
  name: pvc-volume-snapshot
  namespace: demo
spec:
  target:
    apiGroup:
    kind: PersistentVolumeClaim
    name:  source-pvc
    namespace: demo
  backends:
    - name: gcs-backend
      storageRef:
        namespace: demo
        name: gcs-storage
      retentionPolicy:
        name: demo-retention
        namespace: demo
  sessions:
    - name: frequent-backup
      sessionHistoryLimit: 3
      scheduler:
        schedule: "*/5 * * * *"
        jobTemplate:
          backoffLimit: 1
      repositories:
        - name: gcs-repository
          backend: gcs-backend
          directory: /pvc-volume-snapshot-repo
          deletionPolicy: WipeOut
      addon:
        name: pvc-addon
        tasks:
          - name: volume-snapshot
            params:
              volumeSnapshotClassName: csi-snapshot-class

Here,

spec.sessions[*].addon.tasks[*].params.volumeSnapshotClassName indicates the VolumeSnapshotClass to be used for volume snapshotting. it should match with the VolumeSnapshotClass we created earlier. If we don’t provide any then KubeStash use default volumeSnapshotClass for volume snapshotting.

Let’s create the BackupConfiguration object we that have shown above.

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/backupconfiguration.yaml
backupconfiguration.core.kubestash.com/pvc-volume-snapshot created

Verify Backup Setup Successful

If everything goes well, the phase of the BackupConfiguration should be in Ready state. The Ready phase indicates that the backup setup is successful.

Let’s check the Phase of the BackupConfiguration,

$ kubectl get backupconfiguration -n demo
NAME                  PHASE   PAUSED   AGE
pvc-volume-snapshot   Ready            17s

Verify Repository:

Verify that the Repository specified in the BackupConfiguration has been created using the following command,

$ kubectl get repositories -n demo
NAME             INTEGRITY   SNAPSHOT-COUNT   SIZE   PHASE   LAST-SUCCESSFUL-BACKUP   AGE
gcs-repository                                       Ready                            28s

KubeStash keeps the backup for Repository YAMLs. If we navigate to the GCS bucket, we will see the Repository YAML stored in the kubestash-qa/demo/pvc-volume-snapshot-repo directory.

Verify CronJob:

Verify that KubeStash has created a CronJob with the schedule specified in spec.sessions[*].scheduler.schedule field of BackupConfiguration object.

$ kubectl get cronjob -n demo
NAME                                          SCHEDULE      SUSPEND   ACTIVE   LAST SCHEDULE   AGE
trigger-pvc-volume-snapshot-frequent-backup   */5 * * * *   False     0        <none>          50s

Wait for BackupSession:

Now, wait for the next backup schedule. You can watch for BackupSession CR using the following command,

$ watch -n 1 kubectl get backupsession -n demo -l=kubestash.com/invoker-name=pvc-volume-snapshot

Every 1.0s: kubectl get backupsession -n demo -l=kubestash.com/invoker-name=pvc-volume-snapshot                                                         anisur: Tue Jan 16 17:01:06 2024

NAME                                             INVOKER-TYPE          INVOKER-NAME          PHASE       DURATION   AGE
pvc-volume-snapshot-frequent-backup-1705402801   BackupConfiguration   pvc-volume-snapshot   Succeeded              66s

Here, the phase Succeeded means that the backup process has been completed successfully.

Verify Backup:

Once a backup is complete, KubeStash will update the respective Repository object to reflect the backup. Check that the repository gcs-repository has been updated by the following command,

$ kubectl get repositories -n demo
NAME             INTEGRITY   SNAPSHOT-COUNT   SIZE        PHASE   LAST-SUCCESSFUL-BACKUP   AGE
gcs-repository   true        1                2.262 KiB   Ready   103s                     72s

At this moment we have one Snapshot. Run the following command to check the respective Snapshot.

Verify created Snapshot object by the following command,

$ watch kubectl get snapshots.storage.kubestash.com -n demo -l=kubestash.com/repo-name=gcs-repository

Every 2.0s: kubectl get snapshots.storage.kubestash.com -n demo -l=kubestash.com/repo-name=gcs-repository                                   workstation: Tue Jan 16 17:03:06 2024

NAME                                                            REPOSITORY       SESSION           SNAPSHOT-TIME          DELETION-POLICY   PHASE       VERIFICATION-STATUS   AGE
gcs-repository-pvc-volume-snapshot-frequent-backup-1705402801   gcs-repository   frequent-backup   2024-01-16T11:00:08Z   Delete            Succeeded                         3m6s

Note: KubeStash creates a Snapshot with the following labels:
kubestash.com/app-ref-kind: <target-kind>
kubestash.com/app-ref-name: <target-name>
kubestash.com/app-ref-namespace: <target-namespace>
kubestash.com/repo-name: <repository-name>
These labels can be used to watch only the Snapshots related to our desired Workload or Repository.

Now, lets retrieve the YAML for the Snapshot, and inspect the spec.status section to see the backup information of the targeted PVC.

$ kubectl get snapshots  -n demo gcs-repository-pvc-volume-snapshot-frequent-backup-1705402801 -o yaml

apiVersion: storage.kubestash.com/v1alpha1
kind: Snapshot
metadata:
  name: gcs-repository-pvc-volume-snapshot-frequent-backup-1705402801
  namespace: demo
spec:
  ---
status:
  components:
    volumesnapshot:
      driver: VolumeSnapshotter
      phase: Succeeded
      volumeSnapshotterStats:
        - pvcName: source-pvc
          volumeSnapshotName: source-pvc-1705402801
  conditions:
    ---
  phase: Succeeded
  snapshotTime: "2024-01-16T11:00:08Z"
  totalComponents: 1

Here,

For volume snapshot backup KubeStash uses volumesnapshot as the component name for Standalone PVC.

volumeSnapshotterStats.pvcName specifies the name of the targeted PVC.
volumeSnapshotterStats.hostPath specifies the mount path for the targeted PVC within the workload.
volumeSnapshotterStats.volumeSnapshotName specifies the name of the VolumeSnapshot created for the targeted PVC.

KubeStash keeps the backup for Snapshot YAMLs. If we navigate to the GCS bucket, we will see the Snapshot YAML stored in the <kubestash-qa/demo/pvc-volume-snapshot-repo/snapshots> directory.

Verify VolumeSnapshot:

Once a BackupSession CR is created, KubeStash operator creates a volume snapshotter Job. Then the Job creates a VolumeSnapshot CR for the targeted PVC.

Run the following command to check that the VolumeSnapshot has been created Successfully.

$ kubectl get volumesnapshot -n demo
NAME                    READYTOUSE   SOURCEPVC    SOURCESNAPSHOTCONTENT   RESTORESIZE   SNAPSHOTCLASS        SNAPSHOTCONTENT                                    CREATIONTIME   AGE
source-pvc-1705402801   true         source-pvc                           1Gi           csi-snapshot-class   snapcontent-b5692a5b-8834-48dc-9185-56ed9a2fa124   7m20s          7m22s

Let’s find out the VolumeSnapshotContent that has been saved in the Google Cloud by the following command,

kubectl get volumesnapshot source-pvc-fnbwz  -n demo -o yaml

apiVersion: snapshot.storage.k8s.io/v1
kind: VolumeSnapshot
metadata:
  creationTimestamp: "2024-01-16T11:00:08Z"
  finalizers:
    - snapshot.storage.kubernetes.io/volumesnapshot-as-source-protection
    - snapshot.storage.kubernetes.io/volumesnapshot-bound-protection
  generation: 1
  name: source-pvc-1705402801
  namespace: demo
  resourceVersion: "11593"
  uid: b5692a5b-8834-48dc-9185-56ed9a2fa124
spec:
  source:
    persistentVolumeClaimName: source-pvc
  volumeSnapshotClassName: csi-snapshot-class
status:
  boundVolumeSnapshotContentName: snapcontent-b5692a5b-8834-48dc-9185-56ed9a2fa124
  creationTime: "2024-01-16T11:00:10Z"
  readyToUse: true
  restoreSize: 1Gi

Here, status.boundVolumeSnapshotContentName field specifies the name of the VolumeSnapshotContent object. It also represents the actual snapshot name that has been saved in Google Cloud. If we navigate to the Snapshots tab in the GCP console, we are going to see snapshot snapcontent-1fa0a06c-80bb-4e7c-b584-579ddceb649d has been stored successfully.

Snapshots in GCP console — Fig: Snapshots in GCP

Restore

This section will show you how to restore the PVC from the VolumeSnapshot we have taken in the earlier section.

Create RestoreSession :

Now, we are going to create a RestoreSession object to restore the PVC from respective VolumeSnapshot. Below is the YAML of the RestoreSession object that we are going to create,

apiVersion: core.kubestash.com/v1alpha1
kind: RestoreSession
metadata:
  name: restore-pvc
  namespace: demo
spec:
  dataSource:
    repository: gcs-repository
    snapshot: latest
  addon:
    name: pvc-addon
    tasks:
      - name: VolumeSnapshotRestore
        targetVolumes:
          volumeClaimTemplates:
            - metadata:
                name: restore-source-pvc
              spec:
                accessModes: [ "ReadWriteOnce" ]
                storageClassName: "csi-standard"
                resources:
                  requests:
                    storage: 1Gi

Here,

spec.dataSource.repository specifies name of the Repository from which the data will be restored.
spec.dataSource.snapshot specifies the name of the Snapshot that will be restored.
spec.addon.targetVolumes.volumeClaimTemplates[*]:
- metadata.name is a template for the name of the restored PVC. KubeStash will create PVC with the specified name.

Let’s create the RestoreSession object we have shown above.

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/restoresession.yaml
restoresession.core.kubestash.com/restore-pvc created

Once, you have created the RestoreSession object, KubeStash will create a job to restore. We can watch the RestoreSession phase to check if the restore process has succeeded or not.

Run the following command to watch RestoreSession phase,

$ watch -n 1 kubectl get restore -n demo

Every 1.0s: kubectl get restore -n demo                       anisur: Tue Jan 16 17:22:34 2024

NAME          REPOSITORY       FAILURE-POLICY   PHASE       DURATION   AGE
restore-pvc   gcs-repository                    Succeeded   25s        28s

So, we can see from the output of the above command that the restore process succeeded.

Verify Restored PVC :

Once the restore process is complete, we are going to see that new PVC with the name restore-source-pvc has been created.

To verify that the PVC has been created, run by the following command,

$ kubectl get pvc -n demo
NAME                 STATUS   VOLUME                                     CAPACITY   ACCESS MODES   STORAGECLASS   AGE
restore-source-pvc   Bound    pvc-60890df8-ff1c-448c-9310-14d8ed9c06f8   1Gi        RWO            csi-standard   69s

Notice the STATUS field. It indicates that the respective PV has been provisioned and initialized from the respective VolumeSnapshot by CSI driver and the PVC has been bound with the PV.

The volumeBindingMode field controls when volume binding and dynamic provisioning should occur. Kubernetes allows Immediate and WaitForFirstConsumer modes for binding volumes. The Immediate mode indicates that volume binding and dynamic provisioning occurs once the PVC is created and WaitForFirstConsumer mode indicates that volume binding and provisioning does not occur until a pod is created that uses this PVC. By default volumeBindingMode is Immediate.

Verify Restored Data :

We are going to create a new Pod mount with the restored PVC to verify whether the backed up data has been successfully restored.

Below, the YAML for the pod we are going to create.

apiVersion: v1
kind: Pod
metadata:
  name: restored-pod
  namespace: demo
spec:
  containers:
  - name: busybox
    image: busybox
    args:
    - sleep
    - "3600"
    volumeMounts:
    - name: restore-data
      mountPath: /restore/data
  volumes:
  - name: restore-data
    persistentVolumeClaim:
      claimName: restore-source-pvc
      readOnly: false

Let’s create the pod we have shown above.

$ kubectl apply -f https://github.com/kubestash/docs/raw/v2024.7.1/docs/guides/volumesnapshot/pvc/examples/restored-pod.yaml
pod/restored-pod created

Now, wait for the Pod to go into the Running state.

$ kubectl get pod -n demo 
NAME           READY   STATUS    RESTARTS   AGE
restored-pod   1/1     Running   0          25s

Verify that the backed up data has been restored in /restore/data directory for restored-pod pod using the following command,

$ kubectl exec -n demo restored-pod -- cat /restore/data/data.txt
sample_data

Cleaning Up

To clean up the Kubernetes resources created by this tutorial, run:

kubectl delete -n demo pod source-pod
kubectl delete -n demo pod restored-pod
kubectl delete -n demo backupconfiguration pvc-volume-snapshot
kubectl delete -n demo restoresession restore-pvc
kubectl delete -n demo retentionpolicy demo-retention
kubectl delete -n demo backupstorage gcs-storage
kubectl delete -n demo pvc --all
kubectl delete -n demo volumesnapshots --all
kubectl delete -n demo storageclass csi-standard
kubectl delete -n demo volumesnapshotclass csi-snapshot-class

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Snapshotting a Standalone PVC

Before You Begin

Prepare for VolumeSnapshot

Prepare Volume

Prepare Backend

Backup

Restore

Cleaning Up

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