That gent who is’t doest not checketh on his coff’rs shalt loseth his apples!

TL;DR: I want (opensource) bare-metal backups of virtualization cluster nodes

There is Clonezilla, and I had written about it before. There also is a server edition, which makes deploying a single image to multiple computers faster. But, it was hard to install for me. More importantly, not cut for my needs.

FOG Project on the other hand has:

  • Web UI to power-cycle, backup and restore machines.
  • Per computer boot settings (I need it for my 5850X)
  • USB stick, and iPXE support (with dnsmasq as Proxy DHCP)

Some trivia

  • Since it is for my local private network and just a lab, I did not set proper HTTPS certificates on FOG server. Using the default self signed key.

  • Fog is installed on a VM, some would consider this as Chicken or the egg problem. But it really is just compute virtualization on this instance. That way I can take intermediary backups during installation, or afterwards. 33_proxmox_backups.png

  • Changing the IP of the server is cumbersome, thus I store backups on a seperate HDD.

  • FOG seems to be stable and used among K12 circles, however, it is not the most active project. And I don’t know if it will catch up with ARM64 machines to come in this decade. But hey, let’s not optimize early.

  • Might get obselete when Veeam starts supporting my hypervisor of choice, Proxmox VE. Stil this bad boy is more than just a backup tool, especially on Windows.

  • Interestingly, this setup works with physical devices (both BIOS and UEFI). However, SeaBIOS VM can not boot from disk. SeaBIOS works out of the box, I needed to enable boot option from the disk, wild I know. OVMF (UEFI) also works, I needed to disable Secure Boot. 38_proxmox_boot_options.png

  • Also UEFI VM cannot boot off of iPXE due to Secure Boot being enabled. Again, since this is a lab I do not mind, but this is something to consider. By the way, one can change OVMF file to disable secure boot on KVM, and thus Proxmox. 16_registration.png 35_proxmox_uefi_setup.png 36_proxmox_uefi_device_manager.png 37_proxmox_uefi_secure_boot.png

  • Screenshots are from VM, however, they are meant for bare-metal hosts. 17_registration.png

Prerequisites

  • A classical Debian net-install

This is so that the OS can be easily moved onto a bare-metal machine via Clonezilla if necessary.

  • Bridged or MacVTap Network Interface on Proxmox VE

This is so that, the VM is on the same LAN with the target nodes. This requirement is specific to running on a VM.

  • Static IP

DHCP reservation would technically work, but the configuration will be hard coded, so set static IP under /etc/network/interfaces.

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allow-hotplug enp6s18
iface enp6s18 inet static
    address 192.168.60.11
    netmask 255.255.255.0
    gateway 192.168.60.1
    dns-domain lab.cbugk.com
    dns-nameservers 192.168.60.1 1.1.1.1
  • No VLAN tag

Apparently, some MSI consumer motherboards have VLAN settings within the BIOS, but that is the exception that proves the rule. Some network gurus could disagree, but the base infrastructure runs tagless over here.

Mount Secondary Storage In-place

Images are recorded under the path /images. And as suggested in the docs, mounting a separate storage into there is valid as long as files, if any, are moved.

If one is mounting after the installation, rsync in archive mode can be used, to ensure file permissions and ownership does not change (e.g. rsync -aP /images/ /mnt/hdd-tmp/). After this, /etc/fstab can be modified and applied with mount -a.

Install FOG Server

See Screenshots part for images.

As per the official guide:

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sudo -i
apt-get -y install git
cd /root
git clone https://github.com/FOGProject/fogproject.git fogproject
cd /root/fogproject
git fetch --all
git checkout stable
cd /root/fogproject/bin
./installfog.sh

Questionairre:

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What version of Linux would you like to run the installation for?
    2
What type of installation would you like to do?
    N
Would you like to change the default network interface from enp6s18?
    N
Would you like to setup a router address for the DHCP server?
    N
Would you like DHCP to handle DNS?
    N
Would you like to use FOG serverfor DHCP service?
    N
This version of FOG has internationalization support, would you like to install the additional language packs?
    N
Would you like to enable secure HTTPS on your FOG server?
    Y
Would you like to change it? (hostname)
    Y
Which hostname would you like to use?
    fog.lab.cbugk.com
Are you ok with sending this information? (telemetry)
    N
Are you sure you wish to continue?
    Y
Press [Enter] key when database is updated/installed.
    On web browser:
        Visit https://192.168.60.11/fog/management
        Accept security risk
        Click on "Install/Update Now"
    Click Enter on the terminal
Done, Login on web browser
    Username: fog
    Password: password

Install Proxy DHCP

See Screenshots part for images.

As per this wiki page:

  • Install dnsmasq:

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    sudo -i
    apt-get -y install dnsmasq
    
  • Paste following into /etc/dnsmasq.d/fog.conf (extention must be exact):

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    # Don't function as a DNS server:
    port=0
    
    # Log lots of extra information about DHCP transactions.
    log-dhcp
    
    # Set the root directory for files available via FTP.
    tftp-root=/tftpboot
    
    # The boot filename, Server name, Server Ip Address
    dhcp-boot=undionly.kpxe,,<fog_server_IP>
    
    # Disable re-use of the DHCP servername and filename fields as extra
    # option space. That's to avoid confusing some old or broken DHCP clients.
    dhcp-no-override
    
    # inspect the vendor class string and match the text to set the tag
    dhcp-vendorclass=BIOS,PXEClient:Arch:00000
    dhcp-vendorclass=UEFI32,PXEClient:Arch:00006
    dhcp-vendorclass=UEFI,PXEClient:Arch:00007
    dhcp-vendorclass=UEFI64,PXEClient:Arch:00009
    
    # Set the boot file name based on the matching tag from the vendor class (above)
    dhcp-boot=net:UEFI32,i386-efi/ipxe.efi,,<fog_server_IP>
    dhcp-boot=net:UEFI,ipxe.efi,,<fog_server_IP>
    dhcp-boot=net:UEFI64,ipxe.efi,,<fog_server_IP>
    
    # PXE menu.  The first part is the text displayed to the user.  The second is the timeout, in seconds.
    pxe-prompt="Booting FOG Client", 1
    
    # The known types are x86PC, PC98, IA64_EFI, Alpha, Arc_x86,
    # Intel_Lean_Client, IA32_EFI, BC_EFI, Xscale_EFI and X86-64_EFI
    # This option is first and will be the default if there is no input from the user.
    pxe-service=X86PC, "Boot to FOG", undionly.kpxe
    pxe-service=X86-64_EFI, "Boot to FOG UEFI", ipxe.efi
    pxe-service=BC_EFI, "Boot to FOG UEFI PXE-BC", ipxe.efi
    
    dhcp-range=<fog_server_ip>,proxy
    
  • Replace both <fog_server_ip> and <fog_server_IP> with the IP address (e.g. 192.168.60.11)

  • Start and enable dnsmasq via systemd:

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    sudo -i
    systemctl restart dnsmasq.service
    systemctl enable dnsmasq.service
    

Register a Node

  • Register via iPXE using Quick Registration and Inventory is straight forward. Device name is set to MAC address of the used NIC as lowercase. 34_proxmox_uefi_quick_register.png

  • Alternatively, register via iPXE using Perform Full Host Registration and Inventory:

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    Enter hostname fot this computer:
        test-legacy
    Enter the image ID to associate with computer:
        // leave empty
    Would you like to associate this host with groups?
        N
    Would you like to associate this host with spinins?
        N
    Would you like to associate a product key to this host?
        N
    Would you like this host to join a domain, (using default settings)?
        N
    Enter the primary user for this computer:
        // leave empty
    Enter the other tag #1 for this computer:
        // leave empty
    Enter the other tag #2 for this computer:
        // leave empty
    Would you like to deploy image to this computer now?
        N
    

    18_registration.png 19_registration.png 20_registration.png 21_registration.png

  • If cannot boot correct disk by default, edit Primary Disk, and Exit Type of registered host (was not necessary on bare metal for NVMe): 22_registration.png 23_registration.png

    • Unfortunately, Proxmox VM could not boot from disk in any combination. But it worked on physical machine somehow. Again, it was there being no other boot option enabled, this actually happens on my MSI boards too. 24_registration.png

Create and Bind Image

To capture a computer’s disk, first an image must be selected for the host.

  • Create new image: 25_create_image.png
  • Bind image to host: 26_bind_image.png

Take Node’s Backup

Having prepared a host-image pair:

  • Start a task to capture a backup: 27_capture_image.png 28_create_task.png 29_task_page.png
  • Restart host to automatically trigger capture: 30_restart_host.png 31_partclone_capture.png

Deploy the Backup back onto the Node

  • Steps of deploy are the same as capture: 32_deploy_image.png

Installation Screenshots

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Bibliography

  1. FOG Docs: Install Fog Server
  2. FOG Wiki: ProxyDHCP with dnsmasq
  3. FOG Docs: Add & Extend 2nd Virtual HDD
  4. Cyberciti: Set Static IP address on Debian