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Backup, Restore, and Disaster Recovery

In this section, you'll learn how to create backups of Rancher, how to restore Rancher from backup, and how to migrate Rancher to a new Kubernetes cluster.

The rancher-backup operator is used to backup and restore Rancher on any Kubernetes cluster. This application is a Helm chart, and it can be deployed through the Rancher Apps page, or by using the Helm CLI. The rancher-backup Helm chart is here.

The backup-restore operator needs to be installed in the local cluster, and only backs up the Rancher app. The backup and restore operations are performed only in the local Kubernetes cluster.

Backup and Restore for Rancher installed with Docker​

For Rancher installed with Docker, refer to this page to perform backups and this page to perform restores.

How Backups and Restores Work​

The rancher-backup operator introduces three custom resources: Backups, Restores, and ResourceSets. The following cluster-scoped custom resource definitions are added to the cluster:

  • backups.resources.cattle.io
  • resourcesets.resources.cattle.io
  • restores.resources.cattle.io

The ResourceSet defines which Kubernetes resources need to be backed up. The ResourceSet is not available to be configured in the Rancher UI because the values required to back up Rancher are predefined. This ResourceSet should not be modified.

When a Backup custom resource is created, the rancher-backup operator calls the kube-apiserver to get the resources in the ResourceSet (specifically, the predefined rancher-resource-set) that the Backup custom resource refers to.

The operator then creates the backup file in the .tar.gz format and stores it in the location configured in the Backup resource.

When a Restore custom resource is created, the operator accesses the backup .tar.gz file specified by the Restore, and restores the application from that file.

The Backup and Restore custom resources can be created in the Rancher UI, or by using kubectl apply.

note

Refer here for help on restoring an existing backup file into a v1.22 cluster in Rancher v2.6.3.

Installing the rancher-backup Operator​

The rancher-backup operator can be installed from the Rancher UI, or with the Helm CLI. In both cases, the rancher-backup Helm chart is installed on the Kubernetes cluster running the Rancher server. It is a cluster-admin only feature and available only for the local cluster. (If you do not see rancher-backup in the Rancher UI, you may have selected the wrong cluster.)

note

There is a known issue in Fleet that occurs after performing a restoration using the backup-restore-operator: Secrets used for clientSecretName and helmSecretName are not included in Fleet gitrepos. Refer Fleet Troubleshooting for a workaround.

Installing rancher-backup with the Rancher UI​

  1. In the upper left corner, click ☰ > Cluster Management.
  2. On the Clusters page, go to the local cluster and click Explore.
  3. In the left navigation bar, Apps > Charts.
  4. Click Rancher Backups.
  5. Click Install.
  6. Optional: Configure the default storage location. For help, refer to the configuration section.
  7. Click Install.

Result: The rancher-backup operator is installed.

From the Cluster Dashboard, you can see the rancher-backup operator listed under Deployments.

To configure the backup app in Rancher, go to the left navigation menu and click Rancher Backups.

RBAC​

Only the rancher admins and the local cluster’s cluster-owner can:

  • Install the Chart
  • See the navigation links for Backup and Restore CRDs
  • Perform a backup or restore by creating a Backup CR and Restore CR respectively
  • List backups/restores performed so far

Backing up Rancher​

A backup is performed by creating a Backup custom resource. For a tutorial, refer to this page.

Restoring Rancher​

A restore is performed by creating a Restore custom resource. For a tutorial, refer to this page.

Migrating Rancher to a New Cluster​

A migration is performed by following these steps.

Default Storage Location Configuration​

Configure a default storage location for your backups. There are various configuration options, such as specifying an S3-compatible object store as the location for individual backups or choosing an existing StorageClass during installation of the backup-restore-operator Helm chart. You also have the option to override the configured storage location with each backup, but are limited to using an S3-compatible or Minio object store.

For information on configuring these options, refer to this page.

Example YAML File: Rancher Backup Helm Chart​

The example values.yaml file can be used to configure the backup-restore-operator when the Helm CLI is used to install it.