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      1..
      2   Copyright 2019 John Snow <jsnow@redhat.com> and Red Hat, Inc.
      3   All rights reserved.
      4
      5   This file is licensed via The FreeBSD Documentation License, the full
      6   text of which is included at the end of this document.
      7
      8====================================
      9Dirty Bitmaps and Incremental Backup
     10====================================
     11
     12Dirty Bitmaps are in-memory objects that track writes to block devices. They
     13can be used in conjunction with various block job operations to perform
     14incremental or differential backup regimens.
     15
     16This document explains the conceptual mechanisms, as well as up-to-date,
     17complete and comprehensive documentation on the API to manipulate them.
     18(Hopefully, the "why", "what", and "how".)
     19
     20The intended audience for this document is developers who are adding QEMU
     21backup features to management applications, or power users who run and
     22administer QEMU directly via QMP.
     23
     24.. contents::
     25
     26Overview
     27--------
     28
     29Bitmaps are bit vectors where each '1' bit in the vector indicates a modified
     30("dirty") segment of the corresponding block device. The size of the segment
     31that is tracked is the granularity of the bitmap. If the granularity of a
     32bitmap is 64K, each '1' bit means that a 64K region as a whole may have
     33changed in some way, possibly by as little as one byte.
     34
     35Smaller granularities mean more accurate tracking of modified disk data, but
     36requires more computational overhead and larger bitmap sizes. Larger
     37granularities mean smaller bitmap sizes, but less targeted backups.
     38
     39The size of a bitmap (in bytes) can be computed as such:
     40    ``size`` = ceil(ceil(``image_size`` / ``granularity``) / 8)
     41
     42e.g. the size of a 64KiB granularity bitmap on a 2TiB image is:
     43    ``size`` = ((2147483648K / 64K) / 8)
     44         = 4194304B = 4MiB.
     45
     46QEMU uses these bitmaps when making incremental backups to know which sections
     47of the file to copy out. They are not enabled by default and must be
     48explicitly added in order to begin tracking writes.
     49
     50Bitmaps can be created at any time and can be attached to any arbitrary block
     51node in the storage graph, but are most useful conceptually when attached to
     52the root node attached to the guest's storage device model.
     53
     54That is to say: It's likely most useful to track the guest's writes to disk,
     55but you could theoretically track things like qcow2 metadata changes by
     56attaching the bitmap elsewhere in the storage graph. This is beyond the scope
     57of this document.
     58
     59QEMU supports persisting these bitmaps to disk via the qcow2 image format.
     60Bitmaps which are stored or loaded in this way are called "persistent",
     61whereas bitmaps that are not are called "transient".
     62
     63QEMU also supports the migration of both transient bitmaps (tracking any
     64arbitrary image format) or persistent bitmaps (qcow2) via live migration.
     65
     66Supported Image Formats
     67-----------------------
     68
     69QEMU supports all documented features below on the qcow2 image format.
     70
     71However, qcow2 is only strictly necessary for the persistence feature, which
     72writes bitmap data to disk upon close. If persistence is not required for a
     73specific use case, all bitmap features excepting persistence are available for
     74any arbitrary image format.
     75
     76For example, Dirty Bitmaps can be combined with the 'raw' image format, but
     77any changes to the bitmap will be discarded upon exit.
     78
     79.. warning:: Transient bitmaps will not be saved on QEMU exit! Persistent
     80             bitmaps are available only on qcow2 images.
     81
     82Dirty Bitmap Names
     83------------------
     84
     85Bitmap objects need a method to reference them in the API. All API-created and
     86managed bitmaps have a human-readable name chosen by the user at creation
     87time.
     88
     89- A bitmap's name is unique to the node, but bitmaps attached to different
     90  nodes can share the same name. Therefore, all bitmaps are addressed via
     91  their (node, name) pair.
     92
     93- The name of a user-created bitmap cannot be empty ("").
     94
     95- Transient bitmaps can have JSON unicode names that are effectively not
     96  length limited. (QMP protocol may restrict messages to less than 64MiB.)
     97
     98- Persistent storage formats may impose their own requirements on bitmap names
     99  and namespaces. Presently, only qcow2 supports persistent bitmaps. See
    100  docs/interop/qcow2.txt for more details on restrictions. Notably:
    101
    102   - qcow2 bitmap names are limited to between 1 and 1023 bytes long.
    103
    104   - No two bitmaps saved to the same qcow2 file may share the same name.
    105
    106- QEMU occasionally uses bitmaps for internal use which have no name. They are
    107  hidden from API query calls, cannot be manipulated by the external API, are
    108  never persistent, nor ever migrated.
    109
    110Bitmap Status
    111-------------
    112
    113Dirty Bitmap objects can be queried with the QMP command `query-block
    114<qemu-qmp-ref.html#index-query_002dblock>`_, and are visible via the
    115`BlockDirtyInfo <qemu-qmp-ref.html#index-BlockDirtyInfo>`_ QAPI structure.
    116
    117This struct shows the name, granularity, and dirty byte count for each bitmap.
    118Additionally, it shows several boolean status indicators:
    119
    120- ``recording``: This bitmap is recording writes.
    121- ``busy``: This bitmap is in-use by an operation.
    122- ``persistent``: This bitmap is a persistent type.
    123- ``inconsistent``: This bitmap is corrupted and cannot be used.
    124
    125The ``+busy`` status prohibits you from deleting, clearing, or otherwise
    126modifying a bitmap, and happens when the bitmap is being used for a backup
    127operation or is in the process of being loaded from a migration. Many of the
    128commands documented below will refuse to work on such bitmaps.
    129
    130The ``+inconsistent`` status similarly prohibits almost all operations,
    131notably allowing only the ``block-dirty-bitmap-remove`` operation.
    132
    133There is also a deprecated ``status`` field of type `DirtyBitmapStatus
    134<qemu-qmp-ref.html#index-DirtyBitmapStatus>`_. A bitmap historically had
    135five visible states:
    136
    137   #. ``Frozen``: This bitmap is currently in-use by an operation and is
    138      immutable. It can't be deleted, renamed, reset, etc.
    139
    140      (This is now ``+busy``.)
    141
    142   #. ``Disabled``: This bitmap is not recording new writes.
    143
    144      (This is now ``-recording -busy``.)
    145
    146   #. ``Active``: This bitmap is recording new writes.
    147
    148      (This is now ``+recording -busy``.)
    149
    150   #. ``Locked``: This bitmap is in-use by an operation, and is immutable.
    151      The difference from "Frozen" was primarily implementation details.
    152
    153      (This is now ``+busy``.)
    154
    155   #. ``Inconsistent``: This persistent bitmap was not saved to disk
    156      correctly, and can no longer be used. It remains in memory to serve as
    157      an indicator of failure.
    158
    159      (This is now ``+inconsistent``.)
    160
    161These states are directly replaced by the status indicators and should not be
    162used. The difference between ``Frozen`` and ``Locked`` is an implementation
    163detail and should not be relevant to external users.
    164
    165Basic QMP Usage
    166---------------
    167
    168The primary interface to manipulating bitmap objects is via the QMP
    169interface. If you are not familiar, see docs/interop/qmp-intro.txt for a broad
    170overview, and `qemu-qmp-ref <qemu-qmp-ref.html>`_ for a full reference of all
    171QMP commands.
    172
    173Supported Commands
    174~~~~~~~~~~~~~~~~~~
    175
    176There are six primary bitmap-management API commands:
    177
    178- ``block-dirty-bitmap-add``
    179- ``block-dirty-bitmap-remove``
    180- ``block-dirty-bitmap-clear``
    181- ``block-dirty-bitmap-disable``
    182- ``block-dirty-bitmap-enable``
    183- ``block-dirty-bitmap-merge``
    184
    185And one related query command:
    186
    187- ``query-block``
    188
    189Creation: block-dirty-bitmap-add
    190~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    191
    192`block-dirty-bitmap-add
    193<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002dadd>`_:
    194
    195Creates a new bitmap that tracks writes to the specified node. granularity,
    196persistence, and recording state can be adjusted at creation time.
    197
    198.. admonition:: Example
    199
    200 to create a new, actively recording persistent bitmap:
    201
    202 .. code-block:: QMP
    203
    204  -> { "execute": "block-dirty-bitmap-add",
    205       "arguments": {
    206         "node": "drive0",
    207         "name": "bitmap0",
    208         "persistent": true,
    209       }
    210     }
    211
    212  <- { "return": {} }
    213
    214- This bitmap will have a default granularity that matches the cluster size of
    215  its associated drive, if available, clamped to between [4KiB, 64KiB]. The
    216  current default for qcow2 is 64KiB.
    217
    218.. admonition:: Example
    219
    220 To create a new, disabled (``-recording``), transient bitmap that tracks
    221 changes in 32KiB segments:
    222
    223 .. code-block:: QMP
    224
    225  -> { "execute": "block-dirty-bitmap-add",
    226       "arguments": {
    227         "node": "drive0",
    228         "name": "bitmap1",
    229         "granularity": 32768,
    230         "disabled": true
    231       }
    232     }
    233
    234  <- { "return": {} }
    235
    236Deletion: block-dirty-bitmap-remove
    237~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    238
    239`block-dirty-bitmap-remove
    240<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002dremove>`_:
    241
    242Deletes a bitmap. Bitmaps that are ``+busy`` cannot be removed.
    243
    244- Deleting a bitmap does not impact any other bitmaps attached to the same
    245  node, nor does it affect any backups already created from this bitmap or
    246  node.
    247
    248- Because bitmaps are only unique to the node to which they are attached, you
    249  must specify the node/drive name here, too.
    250
    251- Deleting a persistent bitmap will remove it from the qcow2 file.
    252
    253.. admonition:: Example
    254
    255 Remove a bitmap named ``bitmap0`` from node ``drive0``:
    256
    257 .. code-block:: QMP
    258
    259  -> { "execute": "block-dirty-bitmap-remove",
    260       "arguments": {
    261         "node": "drive0",
    262         "name": "bitmap0"
    263       }
    264     }
    265
    266  <- { "return": {} }
    267
    268Resetting: block-dirty-bitmap-clear
    269~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    270
    271`block-dirty-bitmap-clear
    272<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002dclear>`_:
    273
    274Clears all dirty bits from a bitmap. ``+busy`` bitmaps cannot be cleared.
    275
    276- An incremental backup created from an empty bitmap will copy no data, as if
    277  nothing has changed.
    278
    279.. admonition:: Example
    280
    281 Clear all dirty bits from bitmap ``bitmap0`` on node ``drive0``:
    282
    283 .. code-block:: QMP
    284
    285  -> { "execute": "block-dirty-bitmap-clear",
    286       "arguments": {
    287         "node": "drive0",
    288         "name": "bitmap0"
    289       }
    290     }
    291
    292  <- { "return": {} }
    293
    294Enabling: block-dirty-bitmap-enable
    295~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    296
    297`block-dirty-bitmap-enable
    298<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002denable>`_:
    299
    300"Enables" a bitmap, setting the ``recording`` bit to true, causing writes to
    301begin being recorded. ``+busy`` bitmaps cannot be enabled.
    302
    303- Bitmaps default to being enabled when created, unless configured otherwise.
    304
    305- Persistent enabled bitmaps will remember their ``+recording`` status on
    306  load.
    307
    308.. admonition:: Example
    309
    310 To set ``+recording`` on bitmap ``bitmap0`` on node ``drive0``:
    311
    312 .. code-block:: QMP
    313
    314  -> { "execute": "block-dirty-bitmap-enable",
    315       "arguments": {
    316         "node": "drive0",
    317         "name": "bitmap0"
    318       }
    319     }
    320
    321  <- { "return": {} }
    322
    323Enabling: block-dirty-bitmap-disable
    324~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    325
    326`block-dirty-bitmap-disable
    327<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002ddisable>`_:
    328
    329"Disables" a bitmap, setting the ``recording`` bit to false, causing further
    330writes to begin being ignored. ``+busy`` bitmaps cannot be disabled.
    331
    332.. warning::
    333
    334  This is potentially dangerous: QEMU makes no effort to stop any writes if
    335  there are disabled bitmaps on a node, and will not mark any disabled bitmaps
    336  as ``+inconsistent`` if any such writes do happen. Backups made from such
    337  bitmaps will not be able to be used to reconstruct a coherent image.
    338
    339- Disabling a bitmap may be useful for examining which sectors of a disk
    340  changed during a specific time period, or for explicit management of
    341  differential backup windows.
    342
    343- Persistent disabled bitmaps will remember their ``-recording`` status on
    344  load.
    345
    346.. admonition:: Example
    347
    348 To set ``-recording`` on bitmap ``bitmap0`` on node ``drive0``:
    349
    350 .. code-block:: QMP
    351
    352  -> { "execute": "block-dirty-bitmap-disable",
    353       "arguments": {
    354         "node": "drive0",
    355         "name": "bitmap0"
    356       }
    357     }
    358
    359  <- { "return": {} }
    360
    361Merging, Copying: block-dirty-bitmap-merge
    362~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    363
    364`block-dirty-bitmap-merge
    365<qemu-qmp-ref.html#index-block_002ddirty_002dbitmap_002dmerge>`_:
    366
    367Merges one or more bitmaps into a target bitmap. For any segment that is dirty
    368in any one source bitmap, the target bitmap will mark that segment dirty.
    369
    370- Merge takes one or more bitmaps as a source and merges them together into a
    371  single destination, such that any segment marked as dirty in any source
    372  bitmap(s) will be marked dirty in the destination bitmap.
    373
    374- Merge does not create the destination bitmap if it does not exist. A blank
    375  bitmap can be created beforehand to achieve the same effect.
    376
    377- The destination is not cleared prior to merge, so subsequent merge
    378  operations will continue to cumulatively mark more segments as dirty.
    379
    380- If the merge operation should fail, the destination bitmap is guaranteed to
    381  be unmodified. The operation may fail if the source or destination bitmaps
    382  are busy, or have different granularities.
    383
    384- Bitmaps can only be merged on the same node. There is only one "node"
    385  argument, so all bitmaps must be attached to that same node.
    386
    387- Copy can be achieved by merging from a single source to an empty
    388  destination.
    389
    390.. admonition:: Example
    391
    392 Merge the data from ``bitmap0`` into the bitmap ``new_bitmap`` on node
    393 ``drive0``. If ``new_bitmap`` was empty prior to this command, this achieves
    394 a copy.
    395
    396 .. code-block:: QMP
    397
    398  -> { "execute": "block-dirty-bitmap-merge",
    399       "arguments": {
    400         "node": "drive0",
    401         "target": "new_bitmap",
    402         "bitmaps": [ "bitmap0" ]
    403       }
    404     }
    405
    406  <- { "return": {} }
    407
    408Querying: query-block
    409~~~~~~~~~~~~~~~~~~~~~
    410
    411`query-block
    412<qemu-qmp-ref.html#index-query_002dblock>`_:
    413
    414Not strictly a bitmaps command, but will return information about any bitmaps
    415attached to nodes serving as the root for guest devices.
    416
    417- The "inconsistent" bit will not appear when it is false, appearing only when
    418  the value is true to indicate there is a problem.
    419
    420.. admonition:: Example
    421
    422 Query the block sub-system of QEMU. The following json has trimmed irrelevant
    423 keys from the response to highlight only the bitmap-relevant portions of the
    424 API. This result highlights a bitmap ``bitmap0`` attached to the root node of
    425 device ``drive0``.
    426
    427 .. code-block:: QMP
    428
    429  -> {
    430       "execute": "query-block",
    431       "arguments": {}
    432     }
    433
    434  <- {
    435       "return": [ {
    436         "dirty-bitmaps": [ {
    437           "status": "active",
    438           "count": 0,
    439           "busy": false,
    440           "name": "bitmap0",
    441           "persistent": false,
    442           "recording": true,
    443           "granularity": 65536
    444         } ],
    445         "device": "drive0",
    446       } ]
    447     }
    448
    449Bitmap Persistence
    450------------------
    451
    452As outlined in `Supported Image Formats`_, QEMU can persist bitmaps to qcow2
    453files. Demonstrated in `Creation: block-dirty-bitmap-add`_, passing
    454``persistent: true`` to ``block-dirty-bitmap-add`` will persist that bitmap to
    455disk.
    456
    457Persistent bitmaps will be automatically loaded into memory upon load, and
    458will be written back to disk upon close. Their usage should be mostly
    459transparent.
    460
    461However, if QEMU does not get a chance to close the file cleanly, the bitmap
    462will be marked as ``+inconsistent`` at next load and considered unsafe to use
    463for any operation. At this point, the only valid operation on such bitmaps is
    464``block-dirty-bitmap-remove``.
    465
    466Losing a bitmap in this way does not invalidate any existing backups that have
    467been made from this bitmap, but no further backups will be able to be issued
    468for this chain.
    469
    470Transactions
    471------------
    472
    473Transactions are a QMP feature that allows you to submit multiple QMP commands
    474at once, being guaranteed that they will all succeed or fail atomically,
    475together. The interaction of bitmaps and transactions are demonstrated below.
    476
    477See `transaction <qemu-qmp.ref.html#index-transaction>`_ in the QMP reference
    478for more details.
    479
    480Justification
    481~~~~~~~~~~~~~
    482
    483Bitmaps can generally be modified at any time, but certain operations often
    484only make sense when paired directly with other commands. When a VM is paused,
    485it's easy to ensure that no guest writes occur between individual QMP
    486commands. When a VM is running, this is difficult to accomplish with
    487individual QMP commands that may allow guest writes to occur between each
    488command.
    489
    490For example, using only individual QMP commands, we could:
    491
    492#. Boot the VM in a paused state.
    493#. Create a full drive backup of drive0.
    494#. Create a new bitmap attached to drive0, confident that nothing has been
    495   written to drive0 in the meantime.
    496#. Resume execution of the VM.
    497#. At a later point, issue incremental backups from ``bitmap0``.
    498
    499At this point, the bitmap and drive backup would be correctly in sync, and
    500incremental backups made from this point forward would be correctly aligned to
    501the full drive backup.
    502
    503This is not particularly useful if we decide we want to start incremental
    504backups after the VM has been running for a while, for which we would want to
    505perform actions such as the following:
    506
    507#. Boot the VM and begin execution.
    508#. Using a single transaction, perform the following operations:
    509
    510   -  Create ``bitmap0``.
    511   -  Create a full drive backup of ``drive0``.
    512
    513#. At a later point, issue incremental backups from ``bitmap0``.
    514
    515.. note:: As a consideration, if ``bitmap0`` is created prior to the full
    516          drive backup, incremental backups can still be authored from this
    517          bitmap, but they will copy extra segments reflecting writes that
    518          occurred prior to the backup operation. Transactions allow us to
    519          narrow critical points in time to reduce waste, or, in the other
    520          direction, to ensure that no segments are omitted.
    521
    522Supported Bitmap Transactions
    523~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    524
    525-  ``block-dirty-bitmap-add``
    526-  ``block-dirty-bitmap-clear``
    527-  ``block-dirty-bitmap-enable``
    528-  ``block-dirty-bitmap-disable``
    529-  ``block-dirty-bitmap-merge``
    530
    531The usages for these commands are identical to their respective QMP commands,
    532but see the sections below for concrete examples.
    533
    534Incremental Backups - Push Model
    535--------------------------------
    536
    537Incremental backups are simply partial disk images that can be combined with
    538other partial disk images on top of a base image to reconstruct a full backup
    539from the point in time at which the incremental backup was issued.
    540
    541The "Push Model" here references the fact that QEMU is "pushing" the modified
    542blocks out to a destination. We will be using the `drive-backup
    543<qemu-qmp-ref.html#index-drive_002dbackup>`_ and `blockdev-backup
    544<qemu-qmp-ref.html#index-blockdev_002dbackup>`_ QMP commands to create both
    545full and incremental backups.
    546
    547Both of these commands are jobs, which have their own QMP API for querying and
    548management documented in `Background jobs
    549<qemu-qmp-ref.html#Background-jobs>`_.
    550
    551Example: New Incremental Backup Anchor Point
    552~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    553
    554As outlined in the Transactions - `Justification`_ section, perhaps we want to
    555create a new incremental backup chain attached to a drive.
    556
    557This example creates a new, full backup of "drive0" and accompanies it with a
    558new, empty bitmap that records writes from this point in time forward.
    559
    560.. note:: Any new writes that happen after this command is issued, even while
    561          the backup job runs, will be written locally and not to the backup
    562          destination. These writes will be recorded in the bitmap
    563          accordingly.
    564
    565.. code-block:: QMP
    566
    567  -> {
    568       "execute": "transaction",
    569       "arguments": {
    570         "actions": [
    571           {
    572             "type": "block-dirty-bitmap-add",
    573             "data": {
    574               "node": "drive0",
    575               "name": "bitmap0"
    576             }
    577           },
    578           {
    579             "type": "drive-backup",
    580             "data": {
    581               "device": "drive0",
    582               "target": "/path/to/drive0.full.qcow2",
    583               "sync": "full",
    584               "format": "qcow2"
    585             }
    586           }
    587         ]
    588       }
    589     }
    590
    591  <- { "return": {} }
    592
    593  <- {
    594       "timestamp": {
    595         "seconds": 1555436945,
    596         "microseconds": 179620
    597       },
    598       "data": {
    599         "status": "created",
    600         "id": "drive0"
    601       },
    602       "event": "JOB_STATUS_CHANGE"
    603     }
    604
    605  ...
    606
    607  <- {
    608       "timestamp": {...},
    609       "data": {
    610         "device": "drive0",
    611         "type": "backup",
    612         "speed": 0,
    613         "len": 68719476736,
    614         "offset": 68719476736
    615       },
    616       "event": "BLOCK_JOB_COMPLETED"
    617     }
    618
    619  <- {
    620       "timestamp": {...},
    621       "data": {
    622         "status": "concluded",
    623         "id": "drive0"
    624       },
    625       "event": "JOB_STATUS_CHANGE"
    626     }
    627
    628  <- {
    629       "timestamp": {...},
    630       "data": {
    631         "status": "null",
    632         "id": "drive0"
    633       },
    634       "event": "JOB_STATUS_CHANGE"
    635     }
    636
    637A full explanation of the job transition semantics and the JOB_STATUS_CHANGE
    638event are beyond the scope of this document and will be omitted in all
    639subsequent examples; above, several more events have been omitted for brevity.
    640
    641.. note:: Subsequent examples will omit all events except BLOCK_JOB_COMPLETED
    642          except where necessary to illustrate workflow differences.
    643
    644          Omitted events and json objects will be represented by ellipses:
    645          ``...``
    646
    647Example: Resetting an Incremental Backup Anchor Point
    648~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    649
    650If we want to start a new backup chain with an existing bitmap, we can also
    651use a transaction to reset the bitmap while making a new full backup:
    652
    653.. code-block:: QMP
    654
    655  -> {
    656       "execute": "transaction",
    657       "arguments": {
    658         "actions": [
    659         {
    660           "type": "block-dirty-bitmap-clear",
    661           "data": {
    662             "node": "drive0",
    663             "name": "bitmap0"
    664           }
    665         },
    666         {
    667           "type": "drive-backup",
    668           "data": {
    669             "device": "drive0",
    670             "target": "/path/to/drive0.new_full.qcow2",
    671             "sync": "full",
    672             "format": "qcow2"
    673           }
    674         }
    675       ]
    676     }
    677   }
    678
    679  <- { "return": {} }
    680
    681  ...
    682
    683  <- {
    684       "timestamp": {...},
    685       "data": {
    686         "device": "drive0",
    687         "type": "backup",
    688         "speed": 0,
    689         "len": 68719476736,
    690         "offset": 68719476736
    691       },
    692       "event": "BLOCK_JOB_COMPLETED"
    693     }
    694
    695  ...
    696
    697The result of this example is identical to the first, but we clear an existing
    698bitmap instead of adding a new one.
    699
    700.. tip:: In both of these examples, "bitmap0" is tied conceptually to the
    701         creation of new, full backups. This relationship is not saved or
    702         remembered by QEMU; it is up to the operator or management layer to
    703         remember which bitmaps are associated with which backups.
    704
    705Example: First Incremental Backup
    706~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    707
    708#. Create a full backup and sync it to a dirty bitmap using any method:
    709
    710   - Either of the two live backup method demonstrated above,
    711   - Using QMP commands with the VM paused as in the `Justification`_ section,
    712     or
    713   - With the VM offline, manually copy the image and start the VM in a paused
    714     state, careful to add a new bitmap before the VM begins execution.
    715
    716   Whichever method is chosen, let's assume that at the end of this step:
    717
    718   - The full backup is named ``drive0.full.qcow2``.
    719   - The bitmap we created is named ``bitmap0``, attached to ``drive0``.
    720
    721#. Create a destination image for the incremental backup that utilizes the
    722   full backup as a backing image.
    723
    724   - Let's assume the new incremental image is named ``drive0.inc0.qcow2``:
    725
    726   .. code:: bash
    727
    728       $ qemu-img create -f qcow2 drive0.inc0.qcow2 \
    729         -b drive0.full.qcow2 -F qcow2
    730
    731#. Issue an incremental backup command:
    732
    733   .. code-block:: QMP
    734
    735    -> {
    736         "execute": "drive-backup",
    737         "arguments": {
    738           "device": "drive0",
    739           "bitmap": "bitmap0",
    740           "target": "drive0.inc0.qcow2",
    741           "format": "qcow2",
    742           "sync": "incremental",
    743           "mode": "existing"
    744         }
    745       }
    746
    747    <- { "return": {} }
    748
    749    ...
    750
    751    <- {
    752         "timestamp": {...},
    753         "data": {
    754           "device": "drive0",
    755           "type": "backup",
    756           "speed": 0,
    757           "len": 68719476736,
    758           "offset": 68719476736
    759         },
    760         "event": "BLOCK_JOB_COMPLETED"
    761       }
    762
    763    ...
    764
    765This copies any blocks modified since the full backup was created into the
    766``drive0.inc0.qcow2`` file. During the operation, ``bitmap0`` is marked
    767``+busy``. If the operation is successful, ``bitmap0`` will be cleared to
    768reflect the "incremental" backup regimen, which only copies out new changes
    769from each incremental backup.
    770
    771.. note:: Any new writes that occur after the backup operation starts do not
    772          get copied to the destination. The backup's "point in time" is when
    773          the backup starts, not when it ends. These writes are recorded in a
    774          special bitmap that gets re-added to bitmap0 when the backup ends so
    775          that the next incremental backup can copy them out.
    776
    777Example: Second Incremental Backup
    778~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    779
    780#. Create a new destination image for the incremental backup that points to
    781   the previous one, e.g.: ``drive0.inc1.qcow2``
    782
    783   .. code:: bash
    784
    785       $ qemu-img create -f qcow2 drive0.inc1.qcow2 \
    786         -b drive0.inc0.qcow2 -F qcow2
    787
    788#. Issue a new incremental backup command. The only difference here is that we
    789   have changed the target image below.
    790
    791   .. code-block:: QMP
    792
    793    -> {
    794         "execute": "drive-backup",
    795         "arguments": {
    796           "device": "drive0",
    797           "bitmap": "bitmap0",
    798           "target": "drive0.inc1.qcow2",
    799           "format": "qcow2",
    800           "sync": "incremental",
    801           "mode": "existing"
    802         }
    803       }
    804
    805    <- { "return": {} }
    806
    807    ...
    808
    809    <- {
    810         "timestamp": {...},
    811         "data": {
    812           "device": "drive0",
    813           "type": "backup",
    814           "speed": 0,
    815           "len": 68719476736,
    816           "offset": 68719476736
    817         },
    818         "event": "BLOCK_JOB_COMPLETED"
    819       }
    820
    821    ...
    822
    823Because the first incremental backup from the previous example completed
    824successfully, ``bitmap0`` was synchronized with ``drive0.inc0.qcow2``. Here,
    825we use ``bitmap0`` again to create a new incremental backup that targets the
    826previous one, creating a chain of three images:
    827
    828.. admonition:: Diagram
    829
    830 .. code:: text
    831
    832   +-------------------+   +-------------------+   +-------------------+
    833   | drive0.full.qcow2 |<--| drive0.inc0.qcow2 |<--| drive0.inc1.qcow2 |
    834   +-------------------+   +-------------------+   +-------------------+
    835
    836Each new incremental backup re-synchronizes the bitmap to the latest backup
    837authored, allowing a user to continue to "consume" it to create new backups on
    838top of an existing chain.
    839
    840In the above diagram, neither drive0.inc1.qcow2 nor drive0.inc0.qcow2 are
    841complete images by themselves, but rely on their backing chain to reconstruct
    842a full image. The dependency terminates with each full backup.
    843
    844Each backup in this chain remains independent, and is unchanged by new entries
    845made later in the chain. For instance, drive0.inc0.qcow2 remains a perfectly
    846valid backup of the disk as it was when that backup was issued.
    847
    848Example: Incremental Push Backups without Backing Files
    849~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    850
    851Backup images are best kept off-site, so we often will not have the preceding
    852backups in a chain available to link against. This is not a problem at backup
    853time; we simply do not set the backing image when creating the destination
    854image:
    855
    856#. Create a new destination image with no backing file set. We will need to
    857   specify the size of the base image, because the backing file isn't
    858   available for QEMU to use to determine it.
    859
    860   .. code:: bash
    861
    862       $ qemu-img create -f qcow2 drive0.inc2.qcow2 64G
    863
    864   .. note:: Alternatively, you can omit ``mode: "existing"`` from the push
    865             backup commands to have QEMU create an image without a backing
    866             file for you, but you lose control over format options like
    867             compatibility and preallocation presets.
    868
    869#. Issue a new incremental backup command. Apart from the new destination
    870   image, there is no difference from the last two examples.
    871
    872   .. code-block:: QMP
    873
    874    -> {
    875         "execute": "drive-backup",
    876         "arguments": {
    877           "device": "drive0",
    878           "bitmap": "bitmap0",
    879           "target": "drive0.inc2.qcow2",
    880           "format": "qcow2",
    881           "sync": "incremental",
    882           "mode": "existing"
    883         }
    884       }
    885
    886    <- { "return": {} }
    887
    888    ...
    889
    890    <- {
    891         "timestamp": {...},
    892         "data": {
    893           "device": "drive0",
    894           "type": "backup",
    895           "speed": 0,
    896           "len": 68719476736,
    897           "offset": 68719476736
    898         },
    899         "event": "BLOCK_JOB_COMPLETED"
    900       }
    901
    902    ...
    903
    904The only difference from the perspective of the user is that you will need to
    905set the backing image when attempting to restore the backup:
    906
    907.. code:: bash
    908
    909    $ qemu-img rebase drive0.inc2.qcow2 \
    910      -u -b drive0.inc1.qcow2
    911
    912This uses the "unsafe" rebase mode to simply set the backing file to a file
    913that isn't present.
    914
    915It is also possible to use ``--image-opts`` to specify the entire backing
    916chain by hand as an ephemeral property at runtime, but that is beyond the
    917scope of this document.
    918
    919Example: Multi-drive Incremental Backup
    920~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
    921
    922Assume we have a VM with two drives, "drive0" and "drive1" and we wish to back
    923both of them up such that the two backups represent the same crash-consistent
    924point in time.
    925
    926#. For each drive, create an empty image:
    927
    928   .. code:: bash
    929
    930    $ qemu-img create -f qcow2 drive0.full.qcow2 64G
    931    $ qemu-img create -f qcow2 drive1.full.qcow2 64G
    932
    933#. Create a full (anchor) backup for each drive, with accompanying bitmaps:
    934
    935   .. code-block:: QMP
    936
    937    -> {
    938         "execute": "transaction",
    939         "arguments": {
    940           "actions": [
    941             {
    942               "type": "block-dirty-bitmap-add",
    943               "data": {
    944                 "node": "drive0",
    945                 "name": "bitmap0"
    946               }
    947             },
    948             {
    949               "type": "block-dirty-bitmap-add",
    950               "data": {
    951                 "node": "drive1",
    952                 "name": "bitmap0"
    953               }
    954             },
    955             {
    956               "type": "drive-backup",
    957               "data": {
    958                 "device": "drive0",
    959                 "target": "/path/to/drive0.full.qcow2",
    960                 "sync": "full",
    961                 "format": "qcow2"
    962               }
    963             },
    964             {
    965               "type": "drive-backup",
    966               "data": {
    967                 "device": "drive1",
    968                 "target": "/path/to/drive1.full.qcow2",
    969                 "sync": "full",
    970                 "format": "qcow2"
    971               }
    972             }
    973           ]
    974         }
    975       }
    976
    977    <- { "return": {} }
    978
    979    ...
    980
    981    <- {
    982         "timestamp": {...},
    983         "data": {
    984           "device": "drive0",
    985           "type": "backup",
    986           "speed": 0,
    987           "len": 68719476736,
    988           "offset": 68719476736
    989         },
    990         "event": "BLOCK_JOB_COMPLETED"
    991       }
    992
    993    ...
    994
    995    <- {
    996         "timestamp": {...},
    997         "data": {
    998           "device": "drive1",
    999           "type": "backup",
   1000           "speed": 0,
   1001           "len": 68719476736,
   1002           "offset": 68719476736
   1003         },
   1004         "event": "BLOCK_JOB_COMPLETED"
   1005       }
   1006
   1007    ...
   1008
   1009#. Later, create new destination images for each of the incremental backups
   1010   that point to their respective full backups:
   1011
   1012   .. code:: bash
   1013
   1014     $ qemu-img create -f qcow2 drive0.inc0.qcow2 \
   1015       -b drive0.full.qcow2 -F qcow2
   1016     $ qemu-img create -f qcow2 drive1.inc0.qcow2 \
   1017       -b drive1.full.qcow2 -F qcow2
   1018
   1019#. Issue a multi-drive incremental push backup transaction:
   1020
   1021   .. code-block:: QMP
   1022
   1023    -> {
   1024         "execute": "transaction",
   1025         "arguments": {
   1026           "actions": [
   1027             {
   1028               "type": "drive-backup",
   1029               "data": {
   1030                 "device": "drive0",
   1031                 "bitmap": "bitmap0",
   1032                 "format": "qcow2",
   1033                 "mode": "existing",
   1034                 "sync": "incremental",
   1035                 "target": "drive0.inc0.qcow2"
   1036               }
   1037             },
   1038             {
   1039               "type": "drive-backup",
   1040               "data": {
   1041                 "device": "drive1",
   1042                 "bitmap": "bitmap0",
   1043                 "format": "qcow2",
   1044                 "mode": "existing",
   1045                 "sync": "incremental",
   1046                 "target": "drive1.inc0.qcow2"
   1047               }
   1048             },
   1049           ]
   1050         }
   1051       }
   1052
   1053    <- { "return": {} }
   1054
   1055    ...
   1056
   1057    <- {
   1058         "timestamp": {...},
   1059         "data": {
   1060           "device": "drive0",
   1061           "type": "backup",
   1062           "speed": 0,
   1063           "len": 68719476736,
   1064           "offset": 68719476736
   1065         },
   1066         "event": "BLOCK_JOB_COMPLETED"
   1067       }
   1068
   1069    ...
   1070
   1071    <- {
   1072         "timestamp": {...},
   1073         "data": {
   1074           "device": "drive1",
   1075           "type": "backup",
   1076           "speed": 0,
   1077           "len": 68719476736,
   1078           "offset": 68719476736
   1079         },
   1080         "event": "BLOCK_JOB_COMPLETED"
   1081       }
   1082
   1083    ...
   1084
   1085Push Backup Errors & Recovery
   1086-----------------------------
   1087
   1088In the event of an error that occurs after a push backup job is successfully
   1089launched, either by an individual QMP command or a QMP transaction, the user
   1090will receive a ``BLOCK_JOB_COMPLETE`` event with a failure message,
   1091accompanied by a ``BLOCK_JOB_ERROR`` event.
   1092
   1093In the case of a job being cancelled, the user will receive a
   1094``BLOCK_JOB_CANCELLED`` event instead of a pair of COMPLETE and ERROR
   1095events.
   1096
   1097In either failure case, the bitmap used for the failed operation is not
   1098cleared. It will contain all of the dirty bits it did at the start of the
   1099operation, plus any new bits that got marked during the operation.
   1100
   1101Effectively, the "point in time" that a bitmap is recording differences
   1102against is kept at the issuance of the last successful incremental backup,
   1103instead of being moved forward to the start of this now-failed backup.
   1104
   1105Once the underlying problem is addressed (e.g. more storage space is allocated
   1106on the destination), the incremental backup command can be retried with the
   1107same bitmap.
   1108
   1109Example: Individual Failures
   1110~~~~~~~~~~~~~~~~~~~~~~~~~~~~
   1111
   1112Incremental Push Backup jobs that fail individually behave simply as
   1113described above. This example demonstrates the single-job failure case:
   1114
   1115#. Create a target image:
   1116
   1117   .. code:: bash
   1118
   1119       $ qemu-img create -f qcow2 drive0.inc0.qcow2 \
   1120         -b drive0.full.qcow2 -F qcow2
   1121
   1122#. Attempt to create an incremental backup via QMP:
   1123
   1124   .. code-block:: QMP
   1125
   1126    -> {
   1127         "execute": "drive-backup",
   1128         "arguments": {
   1129           "device": "drive0",
   1130           "bitmap": "bitmap0",
   1131           "target": "drive0.inc0.qcow2",
   1132           "format": "qcow2",
   1133           "sync": "incremental",
   1134           "mode": "existing"
   1135         }
   1136       }
   1137
   1138    <- { "return": {} }
   1139
   1140#. Receive a pair of events indicating failure:
   1141
   1142   .. code-block:: QMP
   1143
   1144    <- {
   1145         "timestamp": {...},
   1146         "data": {
   1147           "device": "drive0",
   1148           "action": "report",
   1149           "operation": "write"
   1150         },
   1151         "event": "BLOCK_JOB_ERROR"
   1152       }
   1153
   1154    <- {
   1155         "timestamp": {...},
   1156         "data": {
   1157           "speed": 0,
   1158           "offset": 0,
   1159           "len": 67108864,
   1160           "error": "No space left on device",
   1161           "device": "drive0",
   1162           "type": "backup"
   1163         },
   1164         "event": "BLOCK_JOB_COMPLETED"
   1165       }
   1166
   1167#. Delete the failed image, and re-create it.
   1168
   1169   .. code:: bash
   1170
   1171       $ rm drive0.inc0.qcow2
   1172       $ qemu-img create -f qcow2 drive0.inc0.qcow2 \
   1173         -b drive0.full.qcow2 -F qcow2
   1174
   1175#. Retry the command after fixing the underlying problem, such as
   1176   freeing up space on the backup volume:
   1177
   1178   .. code-block:: QMP
   1179
   1180    -> {
   1181         "execute": "drive-backup",
   1182         "arguments": {
   1183           "device": "drive0",
   1184           "bitmap": "bitmap0",
   1185           "target": "drive0.inc0.qcow2",
   1186           "format": "qcow2",
   1187           "sync": "incremental",
   1188           "mode": "existing"
   1189         }
   1190       }
   1191
   1192    <- { "return": {} }
   1193
   1194#. Receive confirmation that the job completed successfully:
   1195
   1196   .. code-block:: QMP
   1197
   1198    <- {
   1199         "timestamp": {...},
   1200         "data": {
   1201           "device": "drive0",
   1202           "type": "backup",
   1203           "speed": 0,
   1204           "len": 67108864,
   1205           "offset": 67108864
   1206         },
   1207         "event": "BLOCK_JOB_COMPLETED"
   1208       }
   1209
   1210Example: Partial Transactional Failures
   1211~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
   1212
   1213QMP commands like `drive-backup <qemu-qmp-ref.html#index-drive_002dbackup>`_
   1214conceptually only start a job, and so transactions containing these commands
   1215may succeed even if the job it created later fails. This might have surprising
   1216interactions with notions of how a "transaction" ought to behave.
   1217
   1218This distinction means that on occasion, a transaction containing such job
   1219launching commands may appear to succeed and return success, but later
   1220individual jobs associated with the transaction may fail. It is possible that
   1221a management application may have to deal with a partial backup failure after
   1222a "successful" transaction.
   1223
   1224If multiple backup jobs are specified in a single transaction, if one of those
   1225jobs fails, it will not interact with the other backup jobs in any way by
   1226default. The job(s) that succeeded will clear the dirty bitmap associated with
   1227the operation, but the job(s) that failed will not. It is therefore not safe
   1228to delete any incremental backups that were created successfully in this
   1229scenario, even though others failed.
   1230
   1231This example illustrates a transaction with two backup jobs, where one fails
   1232and one succeeds:
   1233
   1234#. Issue the transaction to start a backup of both drives.
   1235
   1236   .. code-block:: QMP
   1237
   1238    -> {
   1239         "execute": "transaction",
   1240         "arguments": {
   1241           "actions": [
   1242           {
   1243             "type": "drive-backup",
   1244             "data": {
   1245               "device": "drive0",
   1246               "bitmap": "bitmap0",
   1247               "format": "qcow2",
   1248               "mode": "existing",
   1249               "sync": "incremental",
   1250               "target": "drive0.inc0.qcow2"
   1251             }
   1252           },
   1253           {
   1254             "type": "drive-backup",
   1255             "data": {
   1256               "device": "drive1",
   1257               "bitmap": "bitmap0",
   1258               "format": "qcow2",
   1259               "mode": "existing",
   1260               "sync": "incremental",
   1261               "target": "drive1.inc0.qcow2"
   1262             }
   1263           }]
   1264         }
   1265       }
   1266
   1267#. Receive notice that the Transaction was accepted, and jobs were
   1268   launched:
   1269
   1270   .. code-block:: QMP
   1271
   1272    <- { "return": {} }
   1273
   1274#. Receive notice that the first job has completed:
   1275
   1276   .. code-block:: QMP
   1277
   1278    <- {
   1279         "timestamp": {...},
   1280         "data": {
   1281           "device": "drive0",
   1282           "type": "backup",
   1283           "speed": 0,
   1284           "len": 67108864,
   1285           "offset": 67108864
   1286         },
   1287         "event": "BLOCK_JOB_COMPLETED"
   1288       }
   1289
   1290#. Receive notice that the second job has failed:
   1291
   1292   .. code-block:: QMP
   1293
   1294    <- {
   1295         "timestamp": {...},
   1296         "data": {
   1297           "device": "drive1",
   1298           "action": "report",
   1299           "operation": "read"
   1300         },
   1301         "event": "BLOCK_JOB_ERROR"
   1302       }
   1303
   1304    ...
   1305
   1306    <- {
   1307         "timestamp": {...},
   1308         "data": {
   1309           "speed": 0,
   1310           "offset": 0,
   1311           "len": 67108864,
   1312           "error": "Input/output error",
   1313           "device": "drive1",
   1314           "type": "backup"
   1315         },
   1316         "event": "BLOCK_JOB_COMPLETED"
   1317       }
   1318
   1319At the conclusion of the above example, ``drive0.inc0.qcow2`` is valid and
   1320must be kept, but ``drive1.inc0.qcow2`` is incomplete and should be
   1321deleted. If a VM-wide incremental backup of all drives at a point-in-time is
   1322to be made, new backups for both drives will need to be made, taking into
   1323account that a new incremental backup for drive0 needs to be based on top of
   1324``drive0.inc0.qcow2``.
   1325
   1326For this example, an incremental backup for ``drive0`` was created, but not
   1327for ``drive1``. The last VM-wide crash-consistent backup that is available in
   1328this case is the full backup:
   1329
   1330.. code:: text
   1331
   1332          [drive0.full.qcow2] <-- [drive0.inc0.qcow2]
   1333          [drive1.full.qcow2]
   1334
   1335To repair this, issue a new incremental backup across both drives. The result
   1336will be backup chains that resemble the following:
   1337
   1338.. code:: text
   1339
   1340          [drive0.full.qcow2] <-- [drive0.inc0.qcow2] <-- [drive0.inc1.qcow2]
   1341          [drive1.full.qcow2] <-------------------------- [drive1.inc1.qcow2]
   1342
   1343Example: Grouped Completion Mode
   1344~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
   1345
   1346While jobs launched by transactions normally complete or fail individually,
   1347it's possible to instruct them to complete or fail together as a group. QMP
   1348transactions take an optional properties structure that can affect the
   1349behavior of the transaction.
   1350
   1351The ``completion-mode`` transaction property can be either ``individual``
   1352which is the default legacy behavior described above, or ``grouped``, detailed
   1353below.
   1354
   1355In ``grouped`` completion mode, no jobs will report success until all jobs are
   1356ready to report success. If any job fails, all other jobs will be cancelled.
   1357
   1358Regardless of if a participating incremental backup job failed or was
   1359cancelled, their associated bitmaps will all be held at their existing
   1360points-in-time, as in individual failure cases.
   1361
   1362Here's the same multi-drive backup scenario from `Example: Partial
   1363Transactional Failures`_, but with the ``grouped`` completion-mode property
   1364applied:
   1365
   1366#. Issue the multi-drive incremental backup transaction:
   1367
   1368   .. code-block:: QMP
   1369
   1370    -> {
   1371         "execute": "transaction",
   1372         "arguments": {
   1373           "properties": {
   1374             "completion-mode": "grouped"
   1375           },
   1376           "actions": [
   1377           {
   1378             "type": "drive-backup",
   1379             "data": {
   1380               "device": "drive0",
   1381               "bitmap": "bitmap0",
   1382               "format": "qcow2",
   1383               "mode": "existing",
   1384               "sync": "incremental",
   1385               "target": "drive0.inc0.qcow2"
   1386             }
   1387           },
   1388           {
   1389             "type": "drive-backup",
   1390             "data": {
   1391               "device": "drive1",
   1392               "bitmap": "bitmap0",
   1393               "format": "qcow2",
   1394               "mode": "existing",
   1395               "sync": "incremental",
   1396               "target": "drive1.inc0.qcow2"
   1397             }
   1398           }]
   1399         }
   1400       }
   1401
   1402#. Receive notice that the Transaction was accepted, and jobs were launched:
   1403
   1404   .. code-block:: QMP
   1405
   1406    <- { "return": {} }
   1407
   1408#. Receive notification that the backup job for ``drive1`` has failed:
   1409
   1410   .. code-block:: QMP
   1411
   1412    <- {
   1413         "timestamp": {...},
   1414         "data": {
   1415           "device": "drive1",
   1416           "action": "report",
   1417           "operation": "read"
   1418         },
   1419         "event": "BLOCK_JOB_ERROR"
   1420       }
   1421
   1422    <- {
   1423         "timestamp": {...},
   1424         "data": {
   1425           "speed": 0,
   1426           "offset": 0,
   1427           "len": 67108864,
   1428           "error": "Input/output error",
   1429           "device": "drive1",
   1430           "type": "backup"
   1431         },
   1432         "event": "BLOCK_JOB_COMPLETED"
   1433       }
   1434
   1435#. Receive notification that the job for ``drive0`` has been cancelled:
   1436
   1437   .. code-block:: QMP
   1438
   1439    <- {
   1440         "timestamp": {...},
   1441         "data": {
   1442           "device": "drive0",
   1443           "type": "backup",
   1444           "speed": 0,
   1445           "len": 67108864,
   1446           "offset": 16777216
   1447         },
   1448         "event": "BLOCK_JOB_CANCELLED"
   1449       }
   1450
   1451At the conclusion of *this* example, both jobs have been aborted due to a
   1452failure. Both destination images should be deleted and are no longer of use.
   1453
   1454The transaction as a whole can simply be re-issued at a later time.
   1455
   1456.. raw:: html
   1457
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