mirror of
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- Fix build errors related to internal references to the TrueOS handbook. Internal references have been replaced with links to specific sections of the online trueos handbook. - Fix PEP8 errors and a few unfinished sentences. - Rework introduction slightly to reference the server handbook and note the remote access elements are disabled by default.
1344 lines
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1344 lines
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ReStructuredText
.. index:: configuration
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.. _SysAdm Client:
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SysAdm™ Client
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**************
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Beginning with TrueOS® 11, most of the system management utilities that
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were previously available in the PC-BSD® Control Panel have been
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rewritten to use the SysAdm™ API. This API is designed to make it easy
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to manage any FreeBSD or TrueOS® desktop or server system over a secure
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connection from any operating system that has the SysAdm™ application
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installed. SysAdm™ is built into TrueOS® and downloadable packages for
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other operating systems are available from the
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`SysAdm Website <https://sysadm.us/>`_.
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.. note:: By default, SysAdm™ does not allow for remote access to the
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system. Please review the SysAdm™ server handbook for instructions
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on initializing the remote access elements of SysAdm™.
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A number of utilities have been removed from Control Panel as they are
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now available in the SysAdm™ client:
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**Application Management**
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* :ref:`AppCafe`
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* :ref:`Update Manager`
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**SysAdm Server Settings**
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* :ref:`Manage SSL Keys`
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**System Management**
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* :ref:`Boot Environment Manager`
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* :ref:`Task Manager`
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* :ref:`User Manager`
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**Utilities**
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* :ref:`Life Preserver`
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The rest of this handbook provides an overview of the SysAdm™ client
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and all of its functionality, beginning with AppCafe®.
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.. note:: Instructions for using the API in your own scripts can be
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found in the `SysAdm™ API Reference Guide <http://api.sysadm.us/>`_.
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.. index:: software, configuration, sysadm
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.. _AppCafe:
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AppCafe®
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========
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AppCafe® provides a graphical interface for installing and managing
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FreeBSD packages, which are pre-built applications that have been tested
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for FreeBSD-based operating systems. This interface displays extra
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meta-data, such as application screenshots and lists of similar
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applications.
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The rest of this section describes how to manage software using AppCafe®.
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.. index:: AppCafe®
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.. _Software Management:
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Finding Software
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----------------
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The "Browse" tab, shown in
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:numref:`Figure %s: Browse Tab of AppCafe® <appcafe1>`, is used to find
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available software.
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.. _appcafe1:
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.. figure:: images/appcafe1.png
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This screen contains the following options:
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**Back:** click this button to leave a category or search result and
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return to the previous screen.
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**Repository drop-down menu:** use this drop-down menu to select the
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repository to search or browse. The selections include: "major"
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(applications available for installation), "base" (applications that
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are part of the base operating system), and "local" (all installed
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applications).
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**Search:** to see if an application is available, enter its name and
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click the "binoculars" icon. Alternately, enter a description. For
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example, a search for "browser" will display software with "browser"
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in the name as well as applications which provide browser
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functionality, such as Firefox.
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**Browse Categories:** this drop-down menu lists the available software
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categories. If you select a category, it will only display or show
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search results from that category.
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**Popular Searches and Popular Categories:** the buttons in these
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sections can be used to quickly find applications which are recommended
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by other TrueOS® users. Click a button to get a curated list of
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applications that match the button's description.
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Displayed applications will be listed in alphabetical order.
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Applications which are already installed and which are not required by
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other applications have a trashcan icon which can be clicked to
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uninstall that application. Applications which are not installed have a
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down arrow icon which can be clicked to install that application.
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Click the name of an application to view more information about that
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application. In the example shown in
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:numref:`Figure %s: Viewing the Details of an Installed Application <appcafe2>`,
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the user has clicked "Firefox" on a system that has Firefox installed.
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.. note:: AppCafe® provides a graphical front-end for displaying the
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contents of the package database. Since installed applications
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provide more information to the package database, some fields will
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be empty, depending upon the selected repository. For example, the
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package message will only be displayed when the "local" repository
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is selected, the package is actually installed, and the package
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provides a message during installation.
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.. _appcafe2:
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.. figure:: images/appcafe2.png
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As seen in this example, the information for an application includes
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the application's icon, name, and description. Click the application's
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name to open the website for the application in the default web
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browser. If the application is installed, there will be an "Uninstall"
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button.
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Beneath this area are 4 tabs. The first tab on the left contains two
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panes. The first (middle) pane displays the package description. The
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second (bottom) pane displays the message that appears when the
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package is installed.
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An example of the "?" tab is shown in
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:numref:`Figure %s: More Application Details <appcafe3>`
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.. _appcafe3:
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.. figure:: images/appcafe3.png
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This tab displays following information:
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* Software version.
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* Email address for the maintainer of the FreeBSD port the package is
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built from.
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* The application's architecture. This will indicate the FreeBSD version
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and whether or not the application is 32-bit or 64-bit. Note that
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TrueOS® can run both 32- and 64-bit applications.
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* The application's license.
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* The application's installation size.
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* The application's download size.
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If the package includes screenshots of the application, you can click
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the next tab, which has an image icon, to view and scroll through the
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screenshots. An example is shown in
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:numref:`Figure %s: Viewing the Application's Screenshots <appcafe4>`
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.. _appcafe4:
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.. figure:: images/appcafe4.png
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An example of the last tab, which has a list icon, is shown in
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:numref:`Figure %s: Viewing the Details of an Installed Application <appcafe5>`.
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.. _appcafe5:
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.. figure:: images/appcafe5.png
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This tab contains the following information. Click the right arrow next
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to an entry to expand its information and the down arrow to collapse
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the information.
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* **Build Options:** shows the values of the make options that the
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package was built with.
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* **Dependencies:** lists the dependent packages that this
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application requires to be installed.
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* **Required By:** indicates the names of any other packages that
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require this software to be installed.
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* **Shared Libraries (Required):** lists the names of the libraries
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that this application requires.
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Managing Installed Software
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---------------------------
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To view and manage the applications which are installed on the system,
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click the "Installed" tab. An example is seen in
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:numref:`Figure %s: Installed Tab of AppCafe® <appcafe6>`.
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.. _appcafe6:
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.. figure:: images/appcafe6.png
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This screen provides the following actions:
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* **All:** check this box to select all installed applications or
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uncheck it to deselect all installed applications.
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* **Uninstall:** click the garbage can icon to uninstall the selected
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applications.
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* **Clean:** this operation deletes any orphaned packages for the
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selected applications. An orphaned package is one that is not
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required by any other applications. It will have a black flag icon
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(the same as the "Clean" icon) in its "Status" column.
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This screen also provides an "Options" drop-down menu that allows you
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to select or deselect the following options:
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* **View All Packages:** by default, the installed tab only shows the
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packages that you installed. Check this box to also see the packages
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that came with the operating system. Packages which have a black
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banner icon under their "Status" column have dependent packages.
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This means if you delete a package with a black banner, you will
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also delete their dependent packages so that you do not end up with
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orphaned packages.
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* **View Advanced Options:** if you check this box, two extra icons, a
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lock and an unlock icon, will be added to the right of the trash
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icon. If you select an application and click the lock icon, a lock
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lock icon will be added to its "Status" column. As long as an
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application is locked, it will not be updated by
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:ref:`Update Manager`. This can be useful if you need to stay at a
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certain version of an application. In order to upgrade that
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application, you will need to first select it and click the unlock
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icon.
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* **Auto-clean packages:** if you check this box, the "Clean" icon
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will disappear as you no longer need to manually clean orphans.
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Instead, whenever you uninstall an application, any orphans will
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automatically be uninstalled as well.
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In the example shown in
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:numref:`Figure %s: Viewing Applications With All Options Checked <appcafe7>`,
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the user has checked all available options. In this example, "aalib"
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has dependencies (banner icon), "alsa-lib" has been locked, and
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"alsa-plugins" is an orphan (flag icon).
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.. _appcafe7:
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.. figure:: images/appcafe7.png
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If you install or uninstall any software, click the "Pending" tab to
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view the details of the operation. In the example shown in
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:numref:`Figure %s: Viewing the Status of the Operation <appcafe8>`,
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this system has had a package install and a package locking operation,
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and each has a dated entry in the process log. If you highlight an
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entry and check the "View Process Log" box, you can review the log for
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that operation.
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.. _appcafe8:
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.. figure:: images/appcafe8.png
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.. index:: updates
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.. _Update Manager:
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Update Manager
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==============
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Update Manager provides a graphical interface for keeping the TrueOS®
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operating system and its installed applications up-to-date.
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The TrueOS® update mechanism provides several safeguards to ensure that
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updating the operating system or its software is a low-risk operation.
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The following steps occur automatically during an update:
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* The update automatically creates a snapshot (copy) of the current
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operating system, known as a boot environment (BE), and mounts that
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snapshot in the background. All of the updates then occur in the
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snapshot. This means that you can safely continue to use your system
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while it is updating as no changes are being made to the running
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version of the operating system or any of the applications currently
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in use. Instead, all changes are being made to the mounted copy.
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.. note:: if the system is getting low on disk space and there is not
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enough space to create a new BE, the update will fail with a message
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indicating that there is not enough space to perform the update.
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* While the update is occurring, and until you reboot after the update,
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you will not be able to use AppCafe® to manage software. This is a
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safety measure to prevent package conflicts. Also, the system shutdown
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and restart buttons will be greyed out until the update is complete
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and the system is ready for reboot. Should a power failure occur in
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the middle of an update, the system will reboot into the current boot
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environment, returning the system to the point before the upgrade
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started. Simply restart the update to continue the update process.
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* Once the update is complete, the new boot environment, or updated
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snapshot, is added as the first entry in the boot menu and activated
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so that the system will boot into it, unless you pause the boot menu
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and specify otherwise. A pop-up message will indicate that a reboot is
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required. You can either finish what you are doing and reboot now into
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the upgraded snapshot, or ask the system to remind you again at a
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later time. To configure the time of the next warning, click the "Next
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Reminder" drop-down menu where you can select 1, 5, 12, or 24 hours,
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30 minutes, or never (for this login session). Note that the system
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will not apply any more updates or allow you to start another manual
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update or install additional software using AppCafe® until you reboot.
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* The default ZFS layout used by TrueOS® ensures that when new boot
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environments are created, the :file:`/usr/local/`, :file:`/usr/home/`,
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:file:`/usr/ports/`, :file:`/usr/src/` and :file:`/var/` directories
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remain untouched. This way, if you decide to rollback to a previous
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boot environment, you will not lose data in your home directories, any
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installed applications, or downloaded src or ports. However, you will
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return the system to its previous state, before the update was
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applied.
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Managing Updates
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----------------
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An example of the "Updates" tab is shown in
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:numref:`Figure %s: Managing Updates <update1>`.
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.. _update1:
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.. figure:: images/update1.png
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In this example, updates are available for installed packages. If a
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security update is available, it will be listed as such. To apply the
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available updates, click the box next to each entry to update, which
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will activate the "Start Updates" button. Once you click that button,
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it will change to "Stop Updates" so that you can stop the update, if
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needed. As the selected updates are applied, the progress of the
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updates will be displayed.
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.. warning:: Update Manager will update **all** installed software. If
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you have placed a lock on a package using :command:`pkg` or
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AppCafe®, Update Manager will fail and will generate a message
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indicating that the failure is due to a locked package. If you need
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to lock certain applications against being updated, you will need
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to instead manually update software as needed using :command:`pkg`.
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Once the update is complete, Update Manager will provide a message
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indicating that a reboot is required. Save your work and, when ready,
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manually reboot into the new boot environment containing the applied
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updates.
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The "Latest Check" field indicates the date and time the system last
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checked for updates. To manually check for updates, click the "Check
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for Updates" button.
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The "Branches" tab of Update Manager provides a listing of available
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branches. In the example shown in
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:numref:`Figure %s: Switching Branches <update3>`, this system is
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currently running the 10.2 branch and the upcoming 11.0 branch is
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available for selection.
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.. _update3:
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.. figure:: images/update3.png
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The "Settings" tab is shown in
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:numref:`Figure %s: Settings Tab <update4>`.
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.. _update4:
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.. figure:: images/update4.png
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This tab contains the following configurable options:
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* **Max Boot Environments:** TrueOS® automatically creates a boot
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environment before updating any software, the operating system, or
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applying a system update. Once the configured maximum number of boot
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environments is reached, TrueOS® will automatically prune (delete)
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the oldest automatically created boot environment. However, it will
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not delete any boot environments you create manually using
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:ref:`Boot Environment Manager`. The default number of boot
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environments is *5* and the allowable range is from *1* to *10*.
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* **Automatically perform updates:** when checked, the automatic
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updater will automatically keep your system and packages up-to-date.
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You will know that an update has completed when the pop-up menu
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indicates a reboot is needed to complete the update process. If you
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uncheck this box, an update will only occur when you choose.
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You are not required to initiate updates manually. TrueOS® uses an
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automated updater that automatically checks for updates, no more than
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once per day, 20 minutes after a reboot and then every 24 hours.
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* **Custom Package Repository:** if you have a custom package
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repository, check this box. This will activate the "URL" field so
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that you can input the URL to the custom repository.
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.. index:: updates
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.. _Upgrading from PC-BSD® 10.x to TrueOS®:
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Upgrading from PC-BSD® 10.x to TrueOS®
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--------------------------------------
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If you are currently running PC-BSD® 10.x, the option to update to
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TrueOS® will not appear in the Control Panel version of Update Manager.
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This is because a new installation is required in order to migrate to
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TrueOS®. However, the TrueOS® installer allows you to keep all of your
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existing data and home directories as it provides the ability to install
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TrueOS® into a new boot environment. In other words, the new operating
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system and updated applications are installed while the ZFS pool and
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any existing boot environments are preserved. Since the new install is
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in a boot environment, you retain the option to boot back into your
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previous PC-BSD® installation.
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.. note:: This option overwrites the contents of :file:`/etc`. If you
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have any custom configurations, save them to a backup or your home
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directory first. Alternately, you can use
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:ref:`Boot Environment Manager` post-installation to mount your
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previous PC-BSD® boot environment to copy over any configuration
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files you forgot to backup.
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To perform the installation to a new boot environment, start the TrueOS®
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installation as described in the
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`TrueOS® Handbook <https://www.trueos.org/handbook/trueos.html>`_. In
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the `System Selection Screen <https://www.trueos.org/handbook/install.html#system-selection-screen>`_,
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select to install either a desktop or a server. Press :guilabel:`Next`
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to view the pop-up screen shown in
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:numref:`Figure %s: Install to Boot Environment <upgrade1>` will appear.
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.. _upgrade1:
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.. figure:: images/upgrade1.png
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To upgrade, select the existing pool to install into and press "OK".
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.. warning:: If you instead press "Cancel", the installation will
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continue as usual and will reformat the disks, destroying any
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existing data.
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If you press "OK" to proceed with an installation into a new boot
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environment, the installer will skip the "Disk Selection" screen and
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instead show a summary as seen in
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:numref:`Figure %s: Start the Install to Boot Environment <upgrade2>`.
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.. _upgrade2:
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.. figure:: images/upgrade2.png
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Press "Next" to start the installation. Once the installation is
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complete, reboot the system and remove the installation media. The
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post-installation screens will run as described in the
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`Post Installation Configuration and Installation Troubleshooting <https://www.trueos.org/handbook/postinstall.html>`_
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section of the TrueOS® Handbook so you can configure the new installation.
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.. note:: When you encounter the
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`Create a User Screen <https://www.trueos.org/handbook/postinstall.html#create-a-user-screen>`_,
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recreate the primary user account using the same name you used on
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your PC-BSD® system so that TrueOS® can associate the existing home
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directory with that user. Once you have logged in, you can use
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:ref:`User Manager` to recreate any other user accounts or to
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reassociate any PersonaCrypt accounts.
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.. index:: sysadm, configuration
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.. _Manage SSL Keys:
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Manage SSL Keys
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===============
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.. index:: sysadm, boot environments, ZFS
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.. _Boot Environment Manager:
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Boot Environment Manager
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========================
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TrueOS® supports a feature of ZFS known as multiple boot environments
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(BEs). With multiple boot environments, the process of updating software
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becomes a low-risk operation as the updates are applied to a different
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boot environment. If needed, you have the option of rebooting into a
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backup boot environment. Other examples of using boot environments
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include:
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* If you are making software changes, you can take a snapshot of that
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boot environment at any stage during the modifications.
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* You can save multiple boot environments on your system and perform
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various updates on each of them as needed. You can install, test, and
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update different software packages on each.
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* You can mount a boot environment in order to :command:`chroot` into
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the mount point and update specific packages on the mounted
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environment.
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* You can move a boot environment to another machine, physical or
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virtual, in order to check hardware support.
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.. note:: For boot environments to work properly,
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**do not delete the default ZFS mount points during installation.**
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The default ZFS layout ensures that when boot environments are
|
|
created, the :file:`/usr/local/`, :file:`/usr/home/`,
|
|
:file:`/usr/ports/`, :file:`/usr/src/` and :file:`/var/` directories
|
|
remain untouched. This way, if you rollback to a previous boot
|
|
environment, you will not lose data in your home directories, any
|
|
installed applications, or downloaded src or ports. During
|
|
installation, you can add additional mount points, just don't delete
|
|
the default ones.
|
|
|
|
To ensure that the files that the operating system needs are included
|
|
when the system boots, all boot environments on a TrueOS® system include
|
|
:file:`/usr`, :file:`/usr/local`, and :file:`/var`. User-specific data
|
|
is **not** included in the boot environment. This means that
|
|
:file:`/usr/home`, :file:`/usr/jails`, :file:`/var/log`,
|
|
:file:`/var/tmp`, and :file:`/var/audit` will not change, regardless of
|
|
which boot environment is selected at system boot.
|
|
|
|
To view, manage, and create boot environments using the SysAdm™
|
|
graphical client, go to
|
|
:menuselection:`System Management --> Boot Environment Manager`. In the
|
|
example shown in :numref:`Figure %s: Managing Boot Environments <be1>`,
|
|
there is an entry named *initial* that represents the original TrueOS®
|
|
installation.
|
|
|
|
.. _be1:
|
|
|
|
.. figure:: images/be1.png
|
|
|
|
Each entry contains the following information:
|
|
|
|
* **Name:** the name of the boot entry as it will appear in the boot
|
|
menu.
|
|
|
|
* **Nickname:** a description, which can be different from the "Name".
|
|
|
|
* **Active:** the possible values of this field are "R" (active on
|
|
reboot), "N" (active now), or "-" (inactive). In this example, the
|
|
system booted from "initial" and is set to boot from "initial" on
|
|
the next boot.
|
|
|
|
* **Space:** the size of the boot environment.
|
|
|
|
* **Mountpoint:** indicates whether or not the BE is mounted, and if
|
|
so, where.
|
|
|
|
* **Date:** the date and time the BE was created.
|
|
|
|
From left to right, the buttons on the top bar are used to:
|
|
|
|
**Create BE:** creates a new boot environment. You should do this before
|
|
making any changes to the system that may impact on your current boot
|
|
environment. You will be prompted for a name which can only contain
|
|
letters or numbers. Once you click "OK", the system will create the
|
|
environment, then add it to the list of boot environments.
|
|
|
|
**Clone BE:** creates a copy of the highlighted boot environment.
|
|
|
|
**Delete BE:** deletes the highlighted boot environment. You can not
|
|
delete the boot environment which is marked as *N* or as
|
|
*R* in the "Active" column.
|
|
|
|
**Rename BE:** renames the highlighted boot environment. The name is
|
|
what appears in the boot menu when the system boots. You cannot rename
|
|
the BE you are currently booted into.
|
|
|
|
**Mount BE:** mounts the highlighted BE in :file:`/tmp` so that its
|
|
contents are browseable. Note that this setting only applies to inactive
|
|
BEs.
|
|
|
|
**Unmount BE:** unmounts the previously mounted BE.
|
|
|
|
**Activate BE:** tells the system to boot into the highlighted boot
|
|
environment at next system boot. This will change the "Active" column
|
|
to *R*.
|
|
|
|
If you wish to boot into another boot environment, press :kbd:`7` at
|
|
the :numref:`Figure %s: TrueOS® Boot Menu <install1b>` to access the
|
|
boot menu selection screen. In the example shown in
|
|
:numref:`Figure %s: Boot Environments Menu <be2>`, two boot
|
|
environments are available in the "Boot Environments" section: the
|
|
entry named "initial" represents the initial installation and the
|
|
entry named "mybootenvironment" was manually created using Boot
|
|
Environment Manager. The upper section of this menu indicates that the
|
|
"initial" boot environment is set to active, or the one the system
|
|
has been configured to boot into unless another BE is manually
|
|
selected in this menu. Use the arrow keys to highlight the boot
|
|
environment you would like to boot into, and press :kbd:`Enter` to
|
|
continue booting into the selected boot environment.
|
|
|
|
.. _be2:
|
|
|
|
.. figure:: images/be2.png
|
|
|
|
.. index:: sysadm, configuration
|
|
.. _Task Manager:
|
|
|
|
Task Manager
|
|
============
|
|
|
|
Task Manager provides a graphical view of memory use, per-CPU use and
|
|
a listing of currently running applications. An example is shown in
|
|
:numref:`Figure %s: Task Manager <task1>`.
|
|
|
|
.. _task1:
|
|
|
|
.. figure:: images/task1.png
|
|
|
|
The "Running Programs: section provides a graphical front-end to
|
|
`top(1) <https://www.freebsd.org/cgi/man.cgi?query=top>`_.
|
|
|
|
The "Kill Selected Process" button can be used to terminate the
|
|
selected process.
|
|
|
|
.. index:: configuration
|
|
.. _User Manager:
|
|
|
|
User Manager
|
|
============
|
|
|
|
The TrueOS® User Manager utility allows you to easily add, configure,
|
|
and delete users and groups. To access this utility in SysAdm™, click
|
|
:menuselection:`System Management --> User Manager`.
|
|
|
|
In the example shown in
|
|
:numref:`Figure %s: Viewing User Accounts in User Manager <user1>`,
|
|
the system has one user account that was created in the "Create a User
|
|
Screen" during installation.
|
|
|
|
.. _user1:
|
|
|
|
.. figure:: images/user1.png
|
|
|
|
The "Standard" view allows you to configure the following:
|
|
|
|
* **User Name:** the name the user will use when they log in to the
|
|
system. It is case sensitive and can not contain any spaces.
|
|
|
|
* **Full Name:** this field provides a description of the account and
|
|
can contain spaces.
|
|
|
|
* **Password:** this is where you can change the password for the
|
|
user. The password is case-sensitive and can contain symbols. If you
|
|
want to display the password as you change it, to make sure you are
|
|
setting it to the desired value, click the "eye" icon. Click that
|
|
icon again to show dots in place of the actual password.
|
|
|
|
* **UID:** this value is greyed out as it is assigned by the operating
|
|
system and cannot be changed after the user is created.
|
|
|
|
* **Home Dir Path:** if you change the user's home directory, input the
|
|
full path
|
|
|
|
* **Shell Path:** if you change the user's default shell, input the
|
|
full path to an installed shell. The paths for each installed shell
|
|
can be found in :file:`/etc/shells`.
|
|
|
|
If you make any changes to a user's "Details", click the "Save" button
|
|
to save them.
|
|
|
|
:numref:`Figure %s: Creating a New User Account <user2>` demonstrates
|
|
how this screen changes when you click the "New User" button.
|
|
|
|
.. _user2:
|
|
|
|
.. figure:: images/user2.png
|
|
|
|
Fields outlined in red are required when creating a user. The "User
|
|
Name", "Full Name", and "Password" fields are the same as described in
|
|
the "Details" tab. The rest of the available fields are as follows:
|
|
|
|
**UID:** by default, the user will be assigned the next available User
|
|
ID (UID). If you need to force a specific UID, uncheck the "Auto" box
|
|
and either input or select the number to use. Note that you cannot use
|
|
an UID that is already in use by another account and those number will
|
|
be appear as red.
|
|
|
|
**Home Dir Path:** by default, this is set to :file:`/nonexistent`
|
|
which is the correct setting for a system account as it prevents
|
|
unauthorized logins. If you are creating a user account for login
|
|
purposes, input the full path to use for the user's home directory.
|
|
|
|
**Shell:** by default, this is set to :file:`/usr/bin/nologin` which
|
|
is the correct setting for a system account as it prevents
|
|
unauthorized logins. If you are creating a user account for login
|
|
purposes, input the full path of an installed shell. The paths for
|
|
each installed shell can be found in :file:`/etc/shells`.
|
|
|
|
**Adminstrator Access:** check this box if the user requires
|
|
`su(1) <https://www.freebsd.org/cgi/man.cgi?query=su>`_ access. Note
|
|
that this setting requires the user to know the password of the *root*
|
|
user.
|
|
|
|
**Operator Access:** check this box if the user requires
|
|
:command:`sudo` access. This allows the user to precede an
|
|
administrative command with :command:`sudo` and to be prompted for
|
|
their own password.
|
|
|
|
Once you have made your selections, press the "Save" button to create
|
|
the account.
|
|
|
|
If you click the "-" (remove) button for a highlighted user, a pop-up
|
|
menu will ask if you are sure that you want to remove the user and a
|
|
second pop-up will ask if you would like to also delete the user's
|
|
home directory (along with all of their files). If you click "No" to
|
|
the second pop-up, the user will still be deleted but their home
|
|
directory will remain. Note that the "-" button will be greyed out if
|
|
you highlight the user that started SysAdm™. It will also be greyed
|
|
out if there is only one user account as you need at least one user to
|
|
be able to login to the TrueOS® system.
|
|
|
|
If you click the "Advanced View" button, this screen will change to
|
|
show all of the accounts on the system, not just the user accounts
|
|
that you created. An example is seen in
|
|
:numref:`Figure %s: Viewing All Accounts and Their Details <user3>`.
|
|
|
|
.. _user3:
|
|
|
|
.. figure:: images/user3.png
|
|
|
|
The accounts that you did not create are known as system accounts and
|
|
are needed by the operating system or installed applications. Do **not**
|
|
delete any accounts that you did not create yourself as doing so may
|
|
cause a previously working application to stop working. "Advanced View"
|
|
provides additional information associated with each account, such as
|
|
the user ID number, full name (description), home directory, default
|
|
shell, and primary group. System accounts usually have a shell of
|
|
*nologin* for security reasons, meaning that an attacker can not try to
|
|
login to the system using that account name.
|
|
|
|
.. index:: users
|
|
.. _PersonaCrypt:
|
|
|
|
PersonaCrypt
|
|
------------
|
|
|
|
TrueOS® provides support for a security feature known as PersonaCrypt.
|
|
A PersonaCrypt device is a removable USB media, such as a USB stick,
|
|
which has been formatted with ZFS and encrypted with GELI. This device
|
|
is used to hold a specific user's home directory, meaning that they
|
|
can securely transport and access their personal files on any TrueOS®
|
|
or PC-BSD® 10.1.2 or higher system. This can be used, for example, to
|
|
securely access one's home directory from a laptop, home computer, and
|
|
work computer. The device is protected by an encryption key and a
|
|
password which is, and should be, separate from the user's login
|
|
password.
|
|
|
|
.. note:: When a user is configured to use a PersonaCrypt device, that
|
|
user can not login using an unencrypted session on the same system.
|
|
In other words, the PersonaCrypt username is reserved for
|
|
PersonaCrypt use. If you need to login to both encrypted and
|
|
unencrypted sessions on the same system, create two different user
|
|
accounts, one for each type of session.
|
|
|
|
PersonaCrypt uses GELI's ability to split the key into two parts: one
|
|
being your passphrase, and the other being a key stored on disk.
|
|
Without both of these parts, the media cannot be decrypted. This means
|
|
that if somebody steals the key and manages to get your password, it
|
|
is still worthless without the system it was paired with.
|
|
|
|
.. warning:: USB devices can and do eventually fail. Always backup any
|
|
important files stored on the PersonaCrypt device to another device
|
|
or system.
|
|
|
|
The "PersonaCrypt" tab can be used to initialize a PersonaCrypt device
|
|
for any login user, **except** for the currently logged in user. In the
|
|
example shown in
|
|
:numref:`Figure %s: Initialize PersonaCrypt Device <user5>`, a new user,
|
|
named *dlavigne*, has been created and the entry for that user has been
|
|
clicked.
|
|
|
|
.. _user5:
|
|
|
|
.. figure:: images/user5.png
|
|
|
|
Before a user is configured to use PersonaCrypt on a TrueOS® system, two
|
|
buttons are available in the "PersonaCrypt" section of "Advanced Mode".
|
|
Note that this section is hidden if the currently logged in user is
|
|
selected. Also, if you have just created a user and do not see these
|
|
options, click "Apply" then re-highlight the user to display these
|
|
options:
|
|
|
|
* **Initialize Device:** used to prepare the USB device that will be
|
|
used as the user's home directory.
|
|
|
|
* **Import Key:** if the user has already created a PersonaCrypt device
|
|
on another TrueOS® system, click this button to import a previously
|
|
saved copy of the key associated with the device. Once the key is
|
|
imported, the user can now login to this computer using PersonaCrypt.
|
|
|
|
To prepare a PersonaCrypt device for this user, insert a USB stick and
|
|
click "Initialize Device". A pop-up menu will indicate that the current
|
|
contents of the device will be wiped and that the device must be larger
|
|
than the user's current home directory.
|
|
|
|
.. warning:: since the USB stick will hold the user's home directory and
|
|
files, ensure that the stick is large enough to meet the anticipated
|
|
storage needs of the home directory. Since the stick will be
|
|
reformatted during the initialization process, make sure that any
|
|
current data on the stick that you need has been copied elsewhere.
|
|
Also, the faster the stick, the better the user experience while
|
|
logged in.
|
|
|
|
Press "OK" in the pop-up menu. This will prompt you to input and confirm
|
|
the password to associate with the device. Another message will ask if
|
|
you are ready. Click "Yes" to initialize the device. The User Manager
|
|
screen will be greyed out while the device is prepared. Once the
|
|
initialization is complete, the User Manager screen will change to
|
|
display the device's key options, as seen in
|
|
:numref:`Figure %s: PersonaCrypt Key Options <user6>`.
|
|
|
|
.. _user6:
|
|
|
|
.. figure:: images/user6.png
|
|
|
|
The following options are now available:
|
|
|
|
* **Export Key:** used to create a copy of the encryption key so that it
|
|
can be imported for use on another TrueOS® system.
|
|
|
|
* **Disable Key (No Data):** used to uninitialize the PersonaCrypt
|
|
device on this system. Note that the device can still be used to login
|
|
to other TrueOS® systems.
|
|
|
|
* **Disable Key (Import Data):** in addition to uninitializing the
|
|
PersonaCrypt device on this system, copy the contents of the user's
|
|
home directory to this system.
|
|
|
|
Once a user has been initialized for PersonaCrypt on the system, their
|
|
user account will no longer be displayed when logging in **unless**
|
|
their PersonaCrypt device is inserted. Once the USB device is inserted,
|
|
the login screen will add an extra field, as seen in the example shown
|
|
in Figure 4.8b.
|
|
|
|
.. note:: When stealth sessions have been configured, PersonaCrypt
|
|
users will still be displayed in the login menu, even if their USB
|
|
device is not inserted. This is to allow those users the option to
|
|
instead login using a stealth session.
|
|
|
|
In the field with the yellow padlock icon, input the password for the
|
|
user account. In the field with the grey USB stick icon, input the
|
|
password associated with the PersonaCrypt device.
|
|
|
|
.. warning:: To prevent data corruption and freezing the system
|
|
**DO NOT** remove the PersonaCrypt device while logged in! Always log
|
|
out of your session before physically removing the device.
|
|
|
|
.. index:: users
|
|
.. _Managing Groups:
|
|
|
|
Managing Groups
|
|
---------------
|
|
|
|
Click the "Groups" tab to view and manage the groups on the system.
|
|
The "Standard" tab, seen in
|
|
:numref:`Figure %s: Managing Groups Using User Manager <user4>`,
|
|
shows the group membership for the *operator* and *wheel* groups:
|
|
|
|
.. _user4:
|
|
|
|
.. figure:: images/user4.png
|
|
|
|
This screen has 2 columns:
|
|
|
|
**Members:** indicates if the highlighted group contains any user
|
|
accounts.
|
|
|
|
**Available:** shows all of the system and user accounts on the system
|
|
in alphabetical order.
|
|
|
|
To add an account to a group, highlight the group name, then highlight
|
|
the account name in the "Available" column. Click the left arrow and
|
|
the selected account will appear in the "Members" column. You should
|
|
only add user accounts to groups that you create yourself or when an
|
|
application's installation instructions indicate that an account needs
|
|
to be added to a group.
|
|
|
|
.. note:: If you add a user to the *operator* group, they will have
|
|
permission to use commands requiring administrative access and will
|
|
be prompted for their own password when administrative access is
|
|
required. If you add a user to the *wheel* group, they will be
|
|
granted access to the :command:`su` command and will be prompted
|
|
for the superuser password whenever they use that command.
|
|
|
|
To view all of the groups on the system, click "Advanced".
|
|
|
|
.. index:: sysadm, life preserver
|
|
.. _Life Preserver:
|
|
|
|
Life Preserver
|
|
==============
|
|
|
|
The Life Preserver utility is designed to take full advantage of the
|
|
functionality provided by ZFS snapshots. This utility allows you to
|
|
schedule snapshots of a ZFS pool and to optionally replicate those
|
|
snapshots to another system over an encrypted connection. This design
|
|
provides several benefits:
|
|
|
|
* A snapshot provides a "point-in-time" image of the ZFS pool. In one
|
|
way, this is similar to a full system backup as the snapshot contains
|
|
the information for the entire filesystem. However, it has several
|
|
advantages over a full backup. Snapshots occur instantaneously,
|
|
meaning that the filesystem does not need to be unmounted and you can
|
|
continue to use applications on your system as the snapshot is
|
|
created. Since snapshots contain the meta-data ZFS uses to access
|
|
files, the snapshots themselves are small and subsequent snapshots
|
|
only contain the changes that occurred since the last snapshot was
|
|
taken. This space efficiency means that you can take snapshots often.
|
|
Snapshots also provide a convenient way to access previous versions of
|
|
files as you can browse to the point-in-time for the version of the
|
|
file that you need. Life Preserver makes it easy to configure when
|
|
snapshots are taken and provides a built-in graphical browser for
|
|
finding and restoring the files within a snapshot.
|
|
|
|
* Replication is an efficient way to keep the files on two systems in
|
|
sync. With Life Preserver, the snapshots taken on the TrueOS® system
|
|
will be synchronized with their versions stored on the specified
|
|
backup server.
|
|
|
|
* Snapshots are sent to the backup server over an encrypted connection.
|
|
|
|
* Having a copy of the snapshots on another system makes it possible to
|
|
perform an operating system restore should the TrueOS® system become
|
|
unusable or to deploy an identical system to different hardware.
|
|
|
|
To manage snapshots and replication using the SysAdm™ graphical client,
|
|
go to :menuselection:`Utilities --> Life Preserver`. The rest of this
|
|
section describes where to find and how to use the features built into
|
|
Life Preserver.
|
|
|
|
.. index:: snapshots, life preserver
|
|
.. _Snapshots Tab:
|
|
|
|
Snapshots Tab
|
|
-------------
|
|
|
|
:numref:`Figure %s: Snapshot Tab <lpreserver1>` shows the "Snapshots"
|
|
tab on a system that has not yet been configured. This system has a
|
|
"ZFS Pool" named "tank".
|
|
|
|
.. _lpreserver1:
|
|
|
|
.. figure:: images/lpreserver1.png
|
|
|
|
This screen will display any created snapshots and provides buttons to:
|
|
|
|
**Create:** used to create a manual snapshot of the specified pool
|
|
now. For example, you could create a snapshot before making changes to
|
|
an important file, so that you can preserve a copy of the previous
|
|
version of the file. Or, you can create a snapshot as you make
|
|
modifications to the system configuration. When creating a snapshot, a
|
|
pop-up message will prompt you to input a name for the snapshot,
|
|
allowing you to choose a name that is useful in helping you remember
|
|
why you took the snapshot. An entry will be added to this screen for
|
|
the snapshot where the "Name" will be the name you input and the
|
|
"Comment" will inidcate the date and time the snapshot was created.
|
|
|
|
**Remove:** used to delete a highlighted snapshot.
|
|
**This is a permanent change that can not be reversed.** In other
|
|
words, the versions of files at that point in time the snapshot was
|
|
created will be lost.
|
|
|
|
**Revert:** if you highlight a snapshot entry, this button and the
|
|
drop-down menu next to it will activate. You can use the drop-down
|
|
menu to specify which pool or dataset you would like to revert.
|
|
**Be aware that a revert will overwrite the current contents of the
|
|
selected pool or dataset to the point in time the snapshot was created.**
|
|
This means that files changes that occurred after the snapshot was
|
|
taken will be lost.
|
|
|
|
.. index:: replication, life preserver
|
|
.. _Replication Tab:
|
|
|
|
Replication Tab
|
|
---------------
|
|
|
|
Life Preserver can be configured to replicate snapshots to another
|
|
system over an encrypted SSH connection, though the backup itself is
|
|
stored in an unencrypted format. This ensures that you have a backup
|
|
copy of your snapshots on another system.
|
|
|
|
In order to configure replication, the remote system to hold a copy of
|
|
the snapshots must first meet the following requirements:
|
|
|
|
* The backup server
|
|
**must be formatted with the latest version of ZFS,** also known as
|
|
ZFS feature flags or ZFSv5000. Operating systems that support this
|
|
version of ZFS include TrueOS®, FreeBSD or PC-BSD® 9.2 or higher,
|
|
and FreeNAS 9.1.x or higher.
|
|
|
|
* That system must have SSH installed and the SSH service must be
|
|
running. If the backup server is running TrueOS®, PC-BSD®, FreeNAS®
|
|
or FreeBSD, SSH is already installed, but you will need to start the
|
|
SSH service.
|
|
|
|
* If the backup server is running TrueOS® or PC-BSD®, you will need to
|
|
open TCP port 22 (SSH) using the :guilabel:`Firewall Manager`. If the
|
|
server is running FreeBSD and a firewall has been configured, add a
|
|
rule to open this port in the firewall ruleset. FreeNAS® does not run
|
|
a firewall by default. Also, if there is a network firewall between
|
|
the TrueOS® system and the backup system, make sure it has a rule to
|
|
allow SSH.
|
|
|
|
:numref:`Figure %s: Replication Tab <lpreserver2>` shows the initial
|
|
"Replication" tab on a system that has not yet been configured for
|
|
replication. This screen is used to create, view, remove, and
|
|
configure the replication schedule.
|
|
|
|
.. _lpreserver2:
|
|
|
|
.. figure:: images/lpreserver2.png
|
|
|
|
To schedule the replication, click the "+" button to display the
|
|
"Setup Replication" screen shown in
|
|
:numref:`Figure %s: Scheduling a Replication <lpreserver3>`.
|
|
|
|
.. _lpreserver3:
|
|
|
|
.. figure:: images/lpreserver3.png
|
|
|
|
Input the following information:
|
|
|
|
* **Host IP:** the IP address of the remote system to store the
|
|
replicated snapshots.
|
|
|
|
* **SSH Port:** the port number, if the remote system is running SSH
|
|
on a port other than the default of 22.
|
|
|
|
* **Dataset:** the name of the ZFS pool and optional dataset on the
|
|
remote system. For example, "remotetank" will save the snapshots to
|
|
a ZFS pool of that name and "remotetank/mybackups" will save the
|
|
snapshots to an existing dataset named "mybackups" on the pool named
|
|
"remotetank".
|
|
|
|
* **Frequency:** use the drop-down menu to select how often to
|
|
initiate the replication. Available choices are "Sync with snapshot"
|
|
(at the same time a snapshot is created), "Daily" (when selected,
|
|
displays a time drop-down menu so you can select the time of day),
|
|
"Hourly", every "30 minutes", every "10 minutes", or "Manual Only"
|
|
(only occurs when you click the "Start" button) in this screen.
|
|
|
|
* **Username:** the username must already exist on the remote system,
|
|
have write access to the specified "Dataset", and have permission to
|
|
SSH into that system.
|
|
|
|
* **Password:** the password associated with the "Username".
|
|
|
|
* **Local DS:** use the drop-down menu to select the pool or dataset
|
|
to replicate to the remote system.
|
|
|
|
The buttons at the top of the "Setup Replication" screen are used to:
|
|
|
|
**+ icon** add a replication schedule. Multiple schedules are
|
|
supported, meaning that you can replicate to multiple systems or
|
|
replicate different "Local DS" datasets at different times.
|
|
|
|
**- icon** remove an already created, and highlighted, replication
|
|
schedule.
|
|
|
|
**gear icon:** modify the schedule for the highlighted replication.
|
|
|
|
**Start:** manually starts a replication to the system specified in
|
|
the highlighted replication.
|
|
|
|
**Initialize:** deletes the existing replicated snapshots on the
|
|
remote system and starts a new replication. This is useful if a
|
|
replication gets stuck and will not complete.
|
|
|
|
.. index:: configuration, life preserver
|
|
.. _Schedules Tab:
|
|
|
|
Schedules Tab
|
|
-------------
|
|
|
|
This tab is used to manage when snapshots of the ZFS pool are created.
|
|
Multiple snapshot schedules are supported if the system has multiple
|
|
pools.
|
|
|
|
.. note:: Snapshots are created on the entire pool as they are needed
|
|
when :ref:`Restoring the Operating System`.
|
|
|
|
To create a snapshot schedule, click the "camera" icon in the lower
|
|
left corner of this tab. This will activate the "Setup Snapshot
|
|
Schedule" pane as seen in
|
|
:numref:`Figure %s: Scheduling a Snapshot <lpreserver4>`.
|
|
|
|
.. _lpreserver4:
|
|
|
|
.. figure:: images/lpreserver4.png
|
|
|
|
This pane contains the following options:
|
|
|
|
**ZPool:** select the ZFS pool to snapshot.
|
|
|
|
**Snapshots to keep:** snapshots are automatically pruned after the
|
|
specified number of snapshots to prevent snapshots from eventually
|
|
using up all of your disk space. If you would like to have multiple
|
|
versions of files to choose from, select the number of snapshots to
|
|
keep. Note that auto-pruning only occurs on the snapshots generated by
|
|
Life Preserver according to the configured schedule. Auto-pruning will
|
|
not delete any snapshots you create manually in the "Snapshots" tab.
|
|
|
|
**Frequency:** use the drop-down menu to select how often snapshots
|
|
occur. Options include "Daily" (which will allow you to select the time
|
|
of day), "Hourly" every "30 Minutes", every "10 Minutes", or every "5
|
|
Minutes".
|
|
|
|
Once you have created a snapshot schedule, you can use the "gear" icon
|
|
next to the "camera" icon to modify the highlighted schedule or the
|
|
"X" icon to delete the highlighted schedule.
|
|
|
|
This screen can also be used to manage the ZFS scrub schedule. Scrubs
|
|
are recommended as they can provide an early indication of a potential
|
|
disk failure. Since scrubs can be scheduled on a per-pool basis, if you
|
|
have multiple pools, create a scrub schedule for each pool.
|
|
|
|
To schedule when the scrub occurs, click the third icon from the right
|
|
which will activate the "Setup Scrub Schedule" screen shown in
|
|
:numref:`Figure %s: Scheduling a Scrub <lpreserver5>`.
|
|
|
|
.. _lpreserver5:
|
|
|
|
.. figure:: images/lpreserver5.png
|
|
|
|
Select the pool from the "ZPool" drop-down menu, then select the
|
|
"Frequency". Supported frequencies are "Daily", "Weekly", or
|
|
"Monthly". If you select "Daily", you can configure the "Hour". If you
|
|
select "Weekly", you can configure the "Day of week" and the "Hour". If
|
|
you select "Monthly", you can configure the "Date" and "Hour". Since a
|
|
scrub can be disk I/O intensive, it is recommended to pick a time when
|
|
the system will not be in heavy use.
|
|
|
|
Once you have created a scrub schedule, you can use the "gear" icon
|
|
next to the "schedule scrub" icon to modify the highlighted schedule or
|
|
the "X" icon to delete the highlighted schedule.
|
|
|
|
.. index:: configuration, life preserver
|
|
.. _Settings Tab:
|
|
|
|
Settings Tab
|
|
-------------
|
|
|
|
The "Settings" tab is shown in
|
|
:numref:`Figure %s: Life Preserver Settings <lpreserver6>`.
|
|
|
|
.. _lpreserver6:
|
|
|
|
.. figure:: images/lpreserver6.png
|
|
|
|
The following settings are configurable:
|
|
|
|
**Disk Usage Warning:** enter a number up to 99 to indicate at which
|
|
percentage of disk space Life Preserver will display an alert in the
|
|
system tray. This is useful to prevent snapshots from using up all
|
|
available disk space.
|
|
|
|
**Email:** if you also wish to receive an email when disk usage reaches
|
|
the percentage configured in the "Disk Usage Warning", enter an email
|
|
address.
|
|
|
|
**Email Trigger:** this setting can be set to "All", "Warn", or "Error"
|
|
and indicates the type of condition that will trigger an email message.
|
|
|
|
**Recursive Management:**
|
|
|
|
If you make any changes in this screen, press the "Save Settings"
|
|
button to apply them.
|
|
|
|
.. index:: backup
|
|
.. _Using the lpreserver CLI:
|
|
|
|
Using the lpreserver CLI
|
|
------------------------
|
|
|
|
The :command:`lpreserver` command line utility can also be used to
|
|
manage snapshots and replication. This command needs to be run as the
|
|
superuser. To display its usage, type the command without any arguments:
|
|
|
|
.. code-block:: none
|
|
|
|
lpreserver
|
|
Life-Preserver
|
|
---------------------------------
|
|
Available commands
|
|
Type in help <command> for information and usage about that command
|
|
help - This help file or the help for the specified command
|
|
cronsnap - Manage scheduled snapshots
|
|
cronscrub - Manage scheduled scrubs
|
|
snapshot - Manage snapshot tasks
|
|
replicate - Manage replication tasks
|
|
set - Set lpreserver options
|
|
get - Get list of lpreserver options
|
|
status - List datasets, along with last snapshot / replication date
|
|
|
|
Each command has its own help text that describes its parameters and
|
|
provides a usage example. For example, to receive help on how to use
|
|
the :command:`lpreserver cronsnap` command, type:
|
|
|
|
.. code-block:: none
|
|
|
|
lpreserver help cronsnap
|
|
Life-Preserver
|
|
---------------------------------
|
|
Help cronsnap
|
|
Schedule a ZFS snapshot
|
|
Usage:
|
|
lpreserver cronsnap <subcommand> <options>
|
|
Available subcommands:
|
|
start - Schedule snapshots for a dataset
|
|
stop - Stop scheduled snapshots for a dataset.
|
|
list - List scheduled snapshots
|
|
exclude - Exclude datasets for scheduled snapshots
|
|
rmexclude - Remove datasets from exclude list for scheduled snapshots
|
|
listexclude - List excluded datasets for scheduled snapshots
|
|
start options:
|
|
start <dataset> <frequency> <numToKeep>
|
|
frequency = auto / daily@XX / hourly / 30min / 10min / 5min
|
|
^^ Hour to execute
|
|
numToKeep = Number of snapshots to keep total
|
|
NOTE: When frequency is set to auto the following will take place:
|
|
* Snapshots will be created every 5 minutes and kept for an hour.
|
|
* A hourly snapshot will be kept for a day.
|
|
* A daily snapshot will be kept for a month.
|
|
* A Monthly snapshot will be kept for a year.
|
|
* The life-preserver daemon will also keep track of the zpool disk space,
|
|
if the capacity falls below 75%, the oldest snapshot will be auto-pruned.
|
|
Examples:
|
|
lpreserver cronsnap start tank1/usr/home/kris daily@22 10
|
|
Schedule snapshots of dataset tank1/usr/home/kris daily at 22:00.
|
|
10 snapshots will be kept.
|
|
stop options:
|
|
stop <dataset>
|
|
list options:
|
|
list <dataset>
|
|
List all snapshot schedules for a dataset.
|
|
If no dataset is given it will list schedules for all datasets.
|
|
exclude options:
|
|
exclude <dataset> <exclude dataset> <exclude dataset> ...
|
|
Exclude one or more datasets from scheduled snapshots.
|
|
Examples:
|
|
lpreserver cronsnap exclude tank1/usr/home/kris tank1/usr/home/kris/tmp tank1/usr/home/kris/test
|
|
Exclude dataset tank1/usr/home/kris/tmp and tank1/usr/home/kris/test from scheduled snapshots
|
|
on dataset tank1/usr/home/kris.
|
|
rmexclude options:
|
|
rmexclude <dataset> <excluded dataset> <excluded dataset> ...
|
|
Remove exclude for one or more datasets that was previously excluded from scheduled snapshots.
|
|
This removes the datasets from the exclude list.
|
|
Examples:
|
|
lpreserver cronsnap rmexclude tank1/usr/home/kris tank1/usr/home/kris/tmp tank1/usr/home/kris/test
|
|
Dataset tank1/usr/home/kris/tmp and tank1/usr/home/kris/test on dataset tank1/usr/home/kris
|
|
are no longer excluded for scheduled snapshots.
|
|
listexclude options:
|
|
listexclude <dataset>
|
|
List which datasets are excluded from schedule snapshots.
|
|
|
|
Table 10.10a shows the command line equivalents to the graphical
|
|
options provided by the Life Preserver GUI.
|
|
|
|
**Table 10.10a: Command Line and GUI Equivalents**
|
|
|
|
+------------------+-------------------+------------------------------------+
|
|
| **Command Line** | **GUI** | **Description** |
|
|
+==================+===================+====================================+
|
|
| **cronsnap** | "Snapshots" tab | schedule when snapshots occur |
|
|
| | | and how long to keep them; the |
|
|
| | | **stop** option can be used to |
|
|
| | | disable snapshot creation |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **cronscrub** | "Schedules" tab | schedule a ZFS scrub |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **get** | "Settings" tab | list Life Preserver options |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **replicate** | "Replication" tab | used to list, add, and remove |
|
|
| | | backup server; read the **help** |
|
|
| | | for this command for examples |
|
|
| | | |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **set** | "Settings" tab | configures Life Preserver options; |
|
|
| | | read **help** for the list of |
|
|
| | | configurable options |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **snapshot** | "Snapshots" tab | create and replicate a new ZFS |
|
|
| | | snapshot; by default, snapshots |
|
|
| | | are recursive, meaning that a |
|
|
| | | that a snapshot is taken of every |
|
|
| | | dataset within a pool |
|
|
+------------------+-------------------+------------------------------------+
|
|
| **status** | | lists the last snapshot name and |
|
|
| | | replication status |
|
|
+------------------+-------------------+------------------------------------+
|
|
|
|
.. _Restoring the Operating System:
|
|
|
|
Restoring the Operating System
|
|
------------------------------
|
|
|
|
If you have replicated the system's snapshots to a remote backup
|
|
server, you can use a TrueOS® installation media to perform an
|
|
operating system restore or to clone another system. Start the
|
|
installation as usual until you get to the screen shown in
|
|
:numref:`Figure %s: Selecting to Restore/Clone From Backup <restore1>`.
|
|
|
|
.. _restore1:
|
|
|
|
.. figure:: images/restore1.png
|
|
|
|
Before you can perform a restore, the network interface must be
|
|
configured. Click the "network connectivity" icon (second from the
|
|
left) in order to determine if the network connection was
|
|
automatically detected. If it was not, refer to the instructions in the
|
|
`Network Manager <https://www.trueos.org/handbook/using.html#network-manager>`_
|
|
section of the TrueOS® handbook and make sure that networking is
|
|
working before continuing.
|
|
|
|
Once you are ready, click "Restore from Life-Preserver backup" and the
|
|
"Next" button. This will start the Restore Wizard. In the screen shown
|
|
in
|
|
:numref:`Figure %s: Input the Information for a SSH Restore <restore2>`,
|
|
input the IP address of the backup server and the name of the user
|
|
account used to replicate the snapshots. If the server is listening on
|
|
a non-standard SSH port, change the "SSH port" number.
|
|
|
|
.. _restore2:
|
|
|
|
.. figure:: images/restore2.png
|
|
|
|
Click "Next" and the wizard will provide a summary of your selections.
|
|
If correct, click "Finish"; otherwise, click "Back" to correct them.
|
|
|
|
Once you click "Finish",
|
|
Once the connection to the backup server succeeds, you will be able to
|
|
select which host to restore. In the example shown in
|
|
:numref:`Figure %s: Select the Host to Restore <restore4>`,
|
|
only one host has been backed up to the replication server.
|
|
|
|
.. _restore4:
|
|
|
|
.. figure:: images/restore4.png
|
|
|
|
After making your selection, click "Next". The restore wizard will
|
|
provide a summary of which host it will restore from, the name of the
|
|
user account associated with the replication, and the hostname of the
|
|
target system. Click "Finish" and the installer will proceed to the
|
|
`Disk Selection Screen <https://www.trueos.org/handbook/install.html#disk-selection-screen>`_.
|
|
At this point, you can click the "Customize" button to customize the
|
|
disk options. However, in the screen shown in Figure 3.3h, the ZFS
|
|
datasets will be greyed out as they will be recreated from the backup
|
|
during the restore. Once you are finished with any customizations, click
|
|
"Next" to perform the restore. |