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Transports

The zrepl RPC layer uses transports to establish a single, bidirectional data stream between an active and passive job. On the passive (serving) side, the transport also provides the client identity to the upper layers: this string is used for access control and separation of filesystem sub-trees in sink jobs. Transports are specified in the connect or serve section of a job definition.

Attention

The client identities must be valid ZFS dataset path components because the sink job uses ${root_fs}/${client_identity} to determine the client’s subtree.

tcp Transport

The tcp transport uses plain TCP, which means that the data is not encrypted on the wire. Clients are identified by their IPv4 or IPv6 addresses, and the client identity is established through a mapping on the server.

This transport may also be used in conjunction with network-layer encryption and/or VPN tunnels to provide encryption on the wire. To make the IP-based client authentication effective, such solutions should provide authenticated IP addresses. Some options to consider:

  • WireGuard: Linux-focussed, in-kernel TLS

  • OpenVPN: Cross-platform VPN, uses tun on *nix

  • IPSec: Properly standardized, in-kernel network-layer VPN

  • spiped: think of it as an encrypted pipe between two servers

  • SSH

Serve

jobs:
- type: sink
  serve:
    type: tcp
    listen: ":8888"
    clients: {
      "192.168.122.123" : "mysql01"
      "192.168.122.123" : "mx01"
    }
  ...

Connect

jobs:
 - type: push
   connect:
     type: tcp
     address: "10.23.42.23:8888"
     dial_timeout: # optional, default 10s
   ...

tls Transport

The tls transport uses TCP + TLS with client authentication using client certificates. The client identity is the common name (CN) presented in the client certificate.

It is recommended to set up a dedicated CA infrastructure for this transport, e.g. using OpenVPN’s EasyRSA. For a simple 2-machine setup, see the instructions below.

The implementation uses Go’s TLS library. Since Go binaries are statically linked, you or your distribution need to recompile zrepl when vulnerabilities in that library are disclosed.

All file paths are resolved relative to the zrepl daemon’s working directory. Specify absolute paths if you are unsure what directory that is (or find out from your init system).

If intermediate CAs are used, the full chain must be present in either in the ca file or the individual cert files. Regardless, the client’s certificate must be first in the cert file, with each following certificate directly certifying the one preceding it (see TLS’s specification). This is the common default when using a CA management tool.

Serve

jobs:
  - type: sink
    root_fs: "pool2/backup_laptops"
    serve:
      type: tls
      listen: ":8888"
      ca:   /etc/zrepl/ca.crt
      cert: /etc/zrepl/prod.fullchain
      key:  /etc/zrepl/prod.key
      client_cns:
        - "laptop1"
        - "homeserver"

The ca field specified the certificate authority used to validate client certificates. The client_cns list specifies a list of accepted client common names (which are also the client identities for this transport).

Connect

jobs:
- type: pull
  connect:
    type: tls
    address: "server1.foo.bar:8888"
    ca:   /etc/zrepl/ca.crt
    cert: /etc/zrepl/backupserver.fullchain
    key:  /etc/zrepl/backupserver.key
    server_cn: "server1"
    dial_timeout: # optional, default 10s

The ca field specifies the CA which signed the server’s certificate (serve.cert). The server_cn specifies the expected common name (CN) of the server’s certificate. It overrides the hostname specified in address. The connection fails if either do not match.

Self-Signed Certificates

Tools like EasyRSA make it easy to manage CA infrastructure for multiple clients, e.g. a central zrepl backup server (in sink mode). However, for a two-machine setup, self-signed certificates distributed using an out-of-band mechanism will also work just fine:

Suppose you have a push-mode setup, with backups.example.com running the sink job, and prod.example.com running the push job. Run the following OpenSSL commands on each host, substituting HOSTNAME in both filenames and the interactive input prompt by OpenSSL:

openssl req -x509 -sha256 -nodes \
   -newkey rsa:4096 \
   -days 365 \
   -keyout HOSTNAME.key \
   -out HOSTNAME.crt

#Generating a 4096 bit RSA private key
#................++++
#.++++
#writing new private key to 'backups.key'
#-----
#You are about to be asked to enter information that will be incorporated
#into your certificate request.
#What you are about to enter is what is called a Distinguished Name or a DN.
#There are quite a few fields but you can leave some blank
#For some fields there will be a default value,
#If you enter '.', the field will be left blank.
#-----
#Country Name (2 letter code) [XX]:
#State or Province Name (full name) []:
#Locality Name (eg, city) [Default City]:
#Organization Name (eg, company) [Default Company Ltd]:
#Organizational Unit Name (eg, section) []:
#Common Name (eg, your name or your server's hostname) []:HOSTNAME
#Email Address []:

Now copy each machine’s HOSTNAME.crt to the other machine’s /etc/zrepl/HOSTNAME.crt, for example using scp. The serve & connect configuration will thus look like the following:

# on backups.example.com
- type: sink
  serve:
    type: tls
    listen: ":8888"
    ca: "/etc/zrepl/prod.example.com.crt"
    cert: "/etc/zrepl/backups.example.com.crt"
    key: "/etc/zrepl/backups.example.com.key"
    client_cns:
      - "prod.example.com"
  ...

# on prod.example.com
- type: push
  connect:
    type: tls
    address:"backups.example.com:8888"
    ca: /etc/zrepl/backups.example.com.crt
    cert: /etc/zrepl/prod.example.com.crt
    key:  /etc/zrepl/prod.example.com.key
    server_cn: "backups.example.com"
  ...

ssh+stdinserver Transport

ssh+stdinserver uses the ssh command and some features of the server-side SSH authorized_keys file. It is less efficient than other transports because the data passes through two more pipes. However, it is fairly convenient to set up and allows the zrepl daemon to not be directly exposed to the internet, because all traffic passes through the system’s SSH server.

The concept is inspired by git shell and Borg Backup. The implementation is provided by the Go package github.com/problame/go-netssh.

Note

ssh+stdinserver generally provides inferior error detection and handling compared to the tcp and tls transports. When encountering such problems, consider using tcp or tls transports, or help improve package go-netssh.

Serve

jobs:
- type: source
  serve:
    type: stdinserver
    client_identities:
    - "client1"
    - "client2"
  ...

First of all, note that type=stdinserver in this case: Currently, only connect.type=ssh+stdinserver can connect to a serve.type=stdinserver, but we want to keep that option open for future extensions.

The serving job opens a UNIX socket named after client_identity in the runtime directory. In our example above, that is /var/run/zrepl/stdinserver/client1 and /var/run/zrepl/stdinserver/client2.

On the same machine, the zrepl stdinserver $client_identity command connects to /var/run/zrepl/stdinserver/$client_identity. It then passes its stdin and stdout file descriptors to the zrepl daemon via cmsg(3). zrepl daemon in turn combines them into an object implementing net.Conn: a Write() turns into a write to stdout, a Read() turns into a read from stdin.

Interactive use of the stdinserver subcommand does not make much sense. However, we can force its execution when a user with a particular SSH pubkey connects via SSH. This can be achieved with an entry in the authorized_keys file of the serving zrepl daemon.

# for OpenSSH >= 7.2
command="zrepl stdinserver CLIENT_IDENTITY",restrict CLIENT_SSH_KEY
# for older OpenSSH versions
command="zrepl stdinserver CLIENT_IDENTITY",no-port-forwarding,no-X11-forwarding,no-pty,no-agent-forwarding,no-user-rc CLIENT_SSH_KEY
  • CLIENT_IDENTITY is substituted with an entry from client_identities in our example

  • CLIENT_SSH_KEY is substituted with the public part of the SSH keypair specified in the connect.identity_file directive on the connecting host.

Note

You may need to adjust the PermitRootLogin option in /etc/ssh/sshd_config to forced-commands-only or higher for this to work. Refer to sshd_config(5) for details.

To recap, this is of how client authentication works with the ssh+stdinserver transport:

  • Connections to the /var/run/zrepl/stdinserver/${client_identity} UNIX socket are blindly trusted by zrepl daemon. The connection client identity is the name of the socket, i.e. ${client_identity}.

  • Thus, the runtime directory must be private to the zrepl user (this is checked by zrepl daemon)

  • The admin of the host with the serving zrepl daemon controls the authorized_keys file.

  • Thus, the administrator controls the mapping PUBKEY -> CLIENT_IDENTITY.

Connect

jobs:
- type: pull
  connect:
    type: ssh+stdinserver
    host: prod.example.com
    user: root
    port: 22
    identity_file: /etc/zrepl/ssh/identity
    # options: # optional, default [], `-o` arguments passed to ssh
    # - "Compression=yes"
    # dial_timeout: 10s # optional, default 10s, max time.Duration until initial handshake is completed

The connecting zrepl daemon

  1. Creates a pipe

  2. Forks

  3. In the forked process

    1. Replaces forked stdin and stdout with the corresponding pipe ends

    2. Executes the ssh binary found in $PATH.

      1. The identity file (-i) is set to $identity_file.

      2. The remote user, host and port correspond to those configured.

      3. Further options can be specified using the options field, which appends each entry in the list to the command line using -o $entry.

  4. Wraps the pipe ends in a net.Conn and returns it to the RPC layer.

As discussed in the section above, the connecting zrepl daemon expects that zrepl stdinserver $client_identity is executed automatically via an authorized_keys file entry.

The known_hosts file used by the ssh command must contain an entry for connect.host prior to starting zrepl. Thus, run the following on the pulling host’s command line (substituting connect.host):

ssh -i /etc/zrepl/ssh/identity root@prod.example.com

Note

The environment variables of the underlying SSH process are cleared. $SSH_AUTH_SOCK will not be available. It is suggested to create a separate, unencrypted SSH key solely for that purpose.

local Transport

The local transport can be used to implement local replication, i.e., push replication between a push and sink job defined in the same configuration file.

The listener_name is analogous to a hostname and must match between serve and connect. The client_identity is used by the sink as documented above.

jobs:
- type: sink
  serve:
    type: local
    listener_name: localsink
  ...

- type: push
  connect:
    type: local
    listener_name: localsink
    client_identity: local_backup
    dial_timeout: 2s # optional, 0 for no timeout
  ...