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sysadm/docs/client_handbook/sysadmclient.rst
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- Whitespace fixes.
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.. index:: configuration
.. _SysAdm Client:
SysAdm™ Client
**************
Beginning with |trueos| 11, most of the system management utilities that
were previously available in the |pcbsd| Control Panel have been
rewritten to use the |sysadm| API. This API is designed to make it easy
to manage any FreeBSD or |trueos| desktop or server system over a secure
connection from any operating system that has the |sysadm| application
installed. |sysadm| is built into |trueos|, but downloadable packages
for other operating systems are available from the
`SysAdm Website <https://sysadm.us/>`_.
.. note:: By default, |sysadm| does not allow for remote access to the
system. Please review the |sysadm| server handbook for instructions
on initializing the remote access elements of |sysadm|.
A number of utilities have been removed from Control Panel as they are
now available in the |sysadm| client:
**Application Management**
* :ref:`AppCafe`
* :ref:`Update Manager`
**SysAdm Server Settings**
* :ref:`Manage SSL Keys`
**System Management**
* :ref:`Boot Environment Manager`
* :ref:`Task Manager`
* :ref:`User Manager`
**Utilities**
* :ref:`Life Preserver`
The rest of this client guide provides an overview of the |sysadm|
client and all of its functionality, beginning with |appcafe|.
.. note:: Instructions for using the API in your own scripts can be
found in the `SysAdm™ API Reference Guide <http://api.sysadm.us/>`_.
.. index:: software, configuration, sysadm
.. _AppCafe:
AppCafe®
========
|appcafe| provides a graphical interface for installing and managing
FreeBSD packages, which are pre-built applications that have been tested
for FreeBSD-based operating systems. This interface displays extra
meta-data, such as application screenshots and lists of similar
applications.
The rest of this section describes how to manage software using |appcafe|.
.. index:: AppCafe®
.. _Software Management:
Finding Software
----------------
The "Browse" tab, shown in
:numref:`Figure %s: Browse Tab of AppCafe® <appcafe1>`, is used to find
available software.
.. _appcafe1:
.. figure:: images/appcafe1.png
This screen contains the following options:
**Back:** click this button to leave a category or search result and
return to the previous screen.
**Repository drop-down menu:** use this drop-down menu to select the
repository to search or browse. The selections include: "major"
(applications available for installation), "base" (applications that
are part of the base operating system), and "local" (all installed
applications).
**Search:** to see if an application is available, enter its name and
click the "binoculars" icon. Alternately, enter a description. For
example, a search for "browser" will display software with "browser"
in the name as well as applications which provide browser
functionality, such as Firefox.
**Browse Categories:** this drop-down menu lists the available software
categories. If you select a category, it will only display or show
search results from that category.
**Popular Searches and Popular Categories:** the buttons in these
sections can be used to quickly find applications which are recommended
by other |trueos| users. Click a button to get a curated list of
applications that match the button's description.
Displayed applications will be listed in alphabetical order.
Applications which are already installed and which are not required by
other applications have a trashcan icon which can be clicked to
uninstall that application. Applications which are not installed have a
down arrow icon which can be clicked to install that application.
Click the name of an application to view more information about that
application. In the example shown in
:numref:`Figure %s: Viewing the Details of an Installed Application <appcafe2>`,
the user has clicked :guilabel:`Firefox` on a system that has Firefox
installed.
.. note:: |appcafe| provides a graphical front-end for displaying the
contents of the package database. Since installed applications
provide more information to the package database, some fields will
be empty, depending upon the selected repository. For example, the
package message will only be displayed when the "local" repository
is selected, the package is actually installed, and the package
provides a message during installation.
.. _appcafe2:
.. figure:: images/appcafe2.png
As seen in this example, the information for an application includes
the application's icon, name, and description. Click the application's
name to open the website for the application in the default web
browser. If the application is installed, there will be an
:guilabel:`Uninstall` button.
Beneath this area are 4 tabs. The first tab on the left contains two
panes. The first (middle) pane displays the package description. The
second (bottom) pane displays the message that appears when the
package is installed.
An example of the "?" tab is shown in
:numref:`Figure %s: More Application Details <appcafe3>`
.. _appcafe3:
.. figure:: images/appcafe3.png
This tab displays a variety of information:
* Software version.
* Email address for the maintainer of the FreeBSD port the package is
built from.
* The application's architecture. This will indicate the FreeBSD version
and whether or not the application is 32-bit or 64-bit. Note |trueos|
can run both 32 and 64-bit applications.
* The application's license.
* The application's installation size.
* The application's download size.
If the package includes screenshots of the application, you can click
the next tab, which has an image icon, to view and scroll through the
screenshots. An example is shown in
:numref:`Figure %s: Viewing the Application's Screenshots <appcafe4>`
.. _appcafe4:
.. figure:: images/appcafe4.png
An example of the last tab, which has a list icon, is shown in
:numref:`Figure %s: Viewing the Details of an Installed Application <appcafe5>`.
.. _appcafe5:
.. figure:: images/appcafe5.png
This tab contains the following information. Click the right arrow next
to an entry to expand its information and the down arrow to collapse
the information.
* **Build Options:** shows the values of the make options that the
package was built with.
* **Dependencies:** lists the dependent packages that this
application requires to be installed.
* **Required By:** indicates the names of any other packages that
require this software to be installed.
* **Shared Libraries (Required):** lists the names of the libraries
that this application requires.
Managing Installed Software
---------------------------
To view and manage the applications which are installed on the system,
click the :guilabel:`Installed` tab. An example is seen in
:numref:`Figure %s: Installed Tab of AppCafe® <appcafe6>`.
.. _appcafe6:
.. figure:: images/appcafe6.png
This screen offers several actions:
* **All:** check this box to select all installed applications or
uncheck it to deselect all installed applications.
* **Uninstall:** click the garbage can icon to uninstall the selected
applications.
* **Clean:** this operation deletes any orphaned packages for the
selected applications. An orphaned package is one that is not
required by any other applications. It will have a black flag icon
(the same as the :guilabel:`Clean` icon) in its :guilabel:`Status`
column.
This screen also provides an :guilabel:`Options` drop-down menu which
allows you to select or deselect a number of options:
* **View All Packages:** by default, the installed tab only shows the
packages you installed. Check this box to also see the packages
included with the operating system. Packages which have a black banner
icon under their :guilabel:`Status` column have dependent packages.
This means if you delete a package with a black banner, you will
also delete their dependent packages so you are not left with orphaned
packages.
* **View Advanced Options:** if you check this box, two extra icons, a
lock and an unlock icon, will be added to the right of the trash
icon. If you select an application and click the lock icon, a lock
lock icon will be added to its :guilabel:`Status` column. As long as
an application is locked, it will not be updated by
:ref:`Update Manager`. This is useful if you need to remain with a
certain version of an application. In order to upgrade an
application, you will need to first select it and click the unlock
icon.
* **Auto-clean packages:** if you check this box, the :guilabel:`Clean`
icon will disappear as you no longer need to manually clean orphans.
Instead, whenever you uninstall an application, any orphans will also
automatically uninstall.
In the example shown in
:numref:`Figure %s: Viewing Applications With All Options Checked <appcafe7>`,
the user has checked all available options. In this example,
:guilabel:`aalib` has dependencies (banner icon), :guilabel:`alsa-lib`
has been locked, and :guilabel:`alsa-plugins` is an orphan (flag icon).
.. _appcafe7:
.. figure:: images/appcafe7.png
If you install or uninstall any software, click the :guilabel:`Pending`
tab to view the details of the operation. In the example shown in
:numref:`Figure %s: Viewing the Status of the Operation <appcafe8>`,
this system has had a package install and a package locking operation,
and each has a dated entry in the process log. Highlight an entry and
check the :guilabel:`View Process Log` box to review the log for the
operation.
.. _appcafe8:
.. figure:: images/appcafe8.png
.. index:: updates
.. _Update Manager:
Update Manager
==============
Update Manager provides a graphical interface for keeping the |trueos|
operating system and its installed applications up-to-date.
The |trueos| update mechanism provides several safeguards to ensure
updating the operating system or its software is a low-risk operation.
The following steps occur automatically during an update:
* The update automatically creates a snapshot (copy) of the current
operating system, known as a boot environment (BE), and mounts the
snapshot in the background. All of the updates then occur in the
snapshot. This means you can safely continue to use your system while
it is updating, as no changes are being made to the running version of
the operating system or any of the applications currently in use.
Instead, all changes are being made to the mounted copy.
.. note:: If the system is getting low on disk space and there is not
enough space to create a new BE, the update will fail with a message
indicating there is not enough space to perform the update.
* While the update is occurring, and until you reboot after the update,
you will be unable to use |appcafe| to manage software. This is a
safety measure to prevent package conflicts. Also, the system shutdown
and restart buttons will be greyed out until the update is complete
and the system is ready to reboot. Should a power failure occur in the
middle of an update, the system will reboot into the current boot
environment, returning the system to the point before the upgrade
started. Simply restart the update to continue the update process.
* Once the update is complete, the new boot environment or updated
snapshot is added as the first entry in the boot menu. It is then
activated so the system will boot into it, unless you pause the boot
menu and specify otherwise. A pop-up message will indicate a reboot is
required. You can either finish what you are doing now and reboot into
the upgraded snapshot, or ask the system to remind you again later.
To configure the time of the next warning, click the
:guilabel:`Next Reminder` drop-down menu where you can select 1, 5,
12, or 24 hours, 30 minutes, or never (for this login session).
Note the system will not apply any more updates, allow you to start
another manual update, or install additional software using |appcafe|
until you reboot.
* The default ZFS layout used by |trueos| ensures when new 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 decide to roll back to a previous
boot environment, you will not lose data in your home directories, any
installed applications, or downloaded source files or ports. However,
you will return the system to its previous state, before the update
was applied.
Managing Updates
----------------
An example of the :guilabel:`Updates` tab is shown in
:numref:`Figure %s: Managing Updates <update1>`.
.. _update1:
.. figure:: images/update1.png
In this example, updates are available for installed packages. If a
security update is available, it will be listed as such. Apply the
available updates by clicking the box next to each entry you want to
update, which activates the :guilabel:`Start Updates` button. Once the
button is pressed, it will change to :guilabel:`Stop Updates` so you can
stop the update if necessary. As the selected updates are applied, the
progress of the updates will be displayed.
.. warning:: Update Manager will update **all** installed software. If
you have placed a lock on a package using :command:`pkg` or
|appcafe|, Update Manager will fail and will generate a message
indicating the failure is due to a locked package. If an application
is locked and cannot be updated, the software will need to be
manually updated instead using :command:`pkg`.
Once the update is complete, Update Manager will provide a message
indicating a reboot is required. When ready, save your work and manually
reboot into the new boot environment containing the applied updates.
The :guilabel:`Latest Check` field indicates the date and time the
system last checked for updates. To manually check for updates, click
:guilabel:`Check for Updates`.
The :guilabel:`Branches` tab of Update Manager provides a listing of
available branches. In the example shown in
:numref:`Figure %s: Switching Branches <update3>`, this system is
currently running the 10.2 branch and the upcoming 11.0 branch is
available for selection.
.. TODO update3.png needs to be added to images file.
.. _update3:
.. figure:: images/update3.png
The :guilabel:`Settings` tab is shown in
:numref:`Figure %s: Settings Tab <update4>`.
.. _update4:
.. figure:: images/update4.png
This tab contains several configurable options:
* **Max Boot Environments:** |trueos| automatically creates a boot
environment before updating any software, the operating system, or
applying a system update. Once the configured maximum number of boot
environments is reached, |trueos| will automatically prune (delete)
the oldest automatically created boot environment. However, it will
not delete any boot environments created manually using
:ref:`Boot Environment Manager`. The default number of boot
environments is *5*, with an allowable range from *1* to *10*.
* **Automatically perform updates:** When checked, the automatic
updater automatically keeps your system and packages up-to-date.
You will know an update has completed when the pop-up menu indicates a
reboot is needed to complete the update process. If you uncheck this
box, an update will only occur when you choose. You are not required
to initiate updates manually. |trueos| uses an automated updater that
automatically checks for updates, no more than once per day, 20
minutes after a reboot and then every 24 hours.
* **Custom Package Repository:** If you have a custom package
repository, check this box. This will activate the :guilabel:`URL`
field so you can input the URL to the custom repository.
.. index:: updates
.. _Upgrading from PC-BSD® 10.x to TrueOS®:
Upgrading from |pcbsd| 10.x to |trueos|
---------------------------------------
If you are currently using |pcbsd| 10.x, the option to update to
|trueos| will not appear in the Control Panel version of Update Manager.
This is because a new installation is required in order to migrate to
|trueos|. However, the |trueos| installer allows you to keep all your
existing data and home directories, as it provides the ability to
install |trueos| into a new boot environment. In other words, the new
operating system and updated applications are installed while the ZFS
pool and any existing boot environments are preserved. Since the new
install is in a boot environment, you retain the option to boot back
into your previous |pcbsd| installation.
.. note:: This option overwrites the contents of :file:`/etc`. If you
have any custom configurations, save them to a backup or your home
directory first. Alternately, use :ref:`Boot Environment Manager`
post-installation to mount your previous |pcbsd| boot environment to
copy over any configuration files you may forget to backup.
To perform the installation to a new boot environment, start the
|trueos| installation as described in the
`TrueOS® Handbook <https://www.trueos.org/handbook/trueos.html>`_. In
the `System Selection Screen <https://www.trueos.org/handbook/install.html#system-selection-screen>`_,
choose to install either a desktop or a server. Press :guilabel:`Next`
to view the pop-up screen shown in
:numref:`Figure %s: Install to Boot Environment <upgrade1>`.
.. _upgrade1:
.. figure:: images/upgrade1.png
To upgrade, select the existing pool to install into and press
:guilabel:`OK`.
.. warning:: If you instead press :guilabel:`Cancel`, the installation
will continue as usual and reformat the disks, destroying any
existing data.
If you press :guilabel:`OK` to proceed with an installation into a new
boot environment, the installer will skip the "Disk Selection" screen
and instead show a summary, seen in
:numref:`Figure %s: Start the Install to Boot Environment <upgrade2>`.
.. _upgrade2:
.. figure:: images/upgrade2.png
Press :guilabel:`Next` to start the installation. Once the installation
is complete, reboot the system and remove the installation media. The
post-installation screens will run as described in the
`Post Installation Configuration and Installation Troubleshooting <https://www.trueos.org/handbook/postinstall.html>`_
section of the |trueos| Handbook so you can configure the new
installation.
.. note:: When you encounter the
`Create a User Screen <https://www.trueos.org/handbook/postinstall.html#create-a-user-screen>`_,
recreate the primary user account using the same name you used on
your |pcbsd| system so |trueos| can associate the existing home
directory with that user. Once you have logged in, you can use
:ref:`User Manager` to recreate any other user accounts or to
reassociate any PersonaCrypt accounts.
.. index:: sysadm, configuration
.. _Manage SSL Keys:
Manage SSL Keys
===============
.. index:: sysadm, boot environments, ZFS
.. _Boot Environment Manager:
Boot Environment Manager
========================
|trueos| supports a feature of ZFS known as multiple boot environments
(BEs). With multiple boot environments, the process of updating software
becomes a low-risk operation as the updates are applied to a different
boot environment. If needed, there is an option to reboot into a backup
boot environment. Other examples of using boot environments include:
* When making software changes, you can take a snapshot of that
boot environment at any stage during the modifications.
* Save multiple boot environments on your system and perform various
updates on each of them as needed. Install, test, and update different
software packages on each.
* Mount a boot environment in order to :command:`chroot` into the mount
point and update specific packages on the mounted environment.
* Move a boot environment to another machine, physical or virtual, in
order to check hardware support.
.. note:: For boot environments to work properly,
**do not delete the default ZFS mount points during installation.**
The default ZFS layout ensures 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 source files or ports. During
installation, you can add additional mount points, just don't delete
the default ones.
To ensure the files 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
: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 same 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
:guilabel:`Name`.
* **Active:** The possible values of this field are :guilabel:`R`
(active on reboot), :guilabel:`N` (active now), or :guilabel:`-`
(inactive). In this example, the system booted from
:guilabel:`initial` and is set to boot from :guilabel:`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. 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. Click :guilabel:`OK` to create the environment, then the system
will 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
:guilabel:`Active` column.
**Rename BE:** Renames the highlighted boot environment. The name will
appear in the boot menu when the system boots. You cannot rename the BE
which is currently booted.
**Mount BE:** Mounts the highlighted BE in :file:`/tmp` so its contents
are browseable. Note this setting only applies to inactive BEs.
**Unmount BE:** Unmounts the previously mounted BE.
**Activate BE:** Notifies the system to boot into the highlighted boot
environment next system boot. This will change the :guilabel:`Active`
column to *R*.
.. TODO Add/update screenshot install1b - copy/paste commented note to
correct place in text.
.. _install1b
.. figure:: images/install1b.png
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 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 :guilabel:`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 :guilabel:`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, click the
:guilabel:`eye` icon. Click the 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
:guilabel:`Save` button to save them.
:numref:`Figure %s: Creating a New User Account <user2>` demonstrates
how this screen changes when you click the :guilabel:`New User` button.
.. _user2:
.. figure:: images/user2.png
Fields outlined in red are required when creating a user. The
:guilabel:`User Name`, :guilabel:`Full Name`, and :guilabel:`Password`
fields are the same as described in the :guilabel:`Details` tab. There
are several more available fields:
**UID:** By default, the user will be assigned the next available User
ID (UID). If you need to force a specific UID, uncheck the
:guilabel:`Auto` box and either input or select the number to use. Note
you cannot use an UID already in use by another account and those
numbers will 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
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 be prompted for their own password.
Once you have made your selections, press :guilabel:`Save` to create the
account.
If you click :guilabel:`-` (remove) for a highlighted user, a pop-up
menu will ask if you are sure you want to remove the user and a second
pop-up will ask if you would also like to delete the user's home
directory (along with all of their files). If you click :guilabel:`No`
to the second pop-up, the user will still be deleted, but their home
directory will remain. Note :guilabel:`-` 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 login
to the |trueos| system.
If you click :guilabel:`Advanced View`, this screen will change to show
all of the accounts on the system, not just the user accounts you
created. An example is seen in
:numref:`Figure %s: Viewing All Accounts and Their Details <user3>`.
.. _user3:
.. figure:: images/user3.png
The accounts you did not create are known as system accounts and are
needed by the operating system or installed applications. Do **not**
delete any accounts you did not create yourself as doing so may cause a
previously working application to stop working.
:guilabel:`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, indicating an
attacker can not 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,
formatted with ZFS and encrypted with GELI. This device is used to hold
a specific user's home directory, meaning they can securely transport
and access their personal files on any |trueos| or |pcbsd| 10.1.2 or
higher system. For example, this can be used 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
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 do eventually fail. Always backup any important
files stored on the PersonaCrypt device to another device or system.
The :guilabel:`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 the user has been
clicked.
.. TODO Add user5.png to images folder.
.. _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 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 :guilabel:`Apply` then re-highlight the user to display
these options:
* **Initialize Device:** Used to prepare the USB device which 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 :guilabel:`Initialize Device`. A pop-up menu will indicate the
current contents of the device will be wiped and 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 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 any current
data on the stick you need has been copied elsewhere. Also, the
faster the stick, the better the user experience while logged in.
Press :guilabel:`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 :guilabel:`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>`.
.. TODO Add user6.png to images folder.
.. _user6:
.. figure:: images/user6.png
Several options are now available:
* **Export Key:** Used to create a copy of the encryption key so it can
be imported for use on another |trueos| system.
* **Disable Key (No Data):** Used to uninitialize the PersonaCrypt
device on this system. Note 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 :guilabel:`Groups` tab to view and manage the groups on the
system. The :guilabel:`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 :guilabel:`Available` column. Click the left
arrow and the selected account will appear in the :guilabel:`Members`
column. You should only add user accounts to groups you create yourself
or when an application's installation instructions indicate 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 the command.
To view all of the groups on the system, click :guilabel:`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 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 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 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
:guilabel:`Snapshots` tab on a system not yet 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 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
:guilabel:`Name` will be the name you input and the :guilabel:`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 the 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 files changes occurring 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 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 several 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 |pcbsd| 9.2 or higher,
and FreeNAS 9.1.x or higher.
* The system must have SSH installed and the SSH service must be
running. If the backup server is running |trueos|, |pcbsd|, |freenas|
or FreeBSD, SSH is already installed, but you will need to start the
SSH service.
* If the backup server is running |trueos| or |pcbsd|, 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
:guilabel:`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 :guilabel:`+` 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
:guilabel:`Sync with snapshot` (at the same time a snapshot is
created), :guilabel:`Daily` (when selected, displays a time drop-down
menu so you can select the time of day), :guilabel:`Hourly`, every
:guilabel:`30 minutes`, every :guilabel:`10 minutes`, or
:guilabel:`Manual Only` (only occurs when you click :guilabel:`Start`)
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 have several
uses:
* **+ icon:** Sdd a replication schedule. Multiple schedules are
supported, meaning 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 :guilabel:`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 several 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 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
:guilabel:`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 :guilabel:`Settings` tab is shown in
:numref:`Figure %s: Life Preserver Settings <lpreserver6>`.
.. _lpreserver6:
.. figure:: images/lpreserver6.png
Many 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:** 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 which will trigger an email message.
**Recursive Management:**
If you make any changes in this screen, press :guilabel:`Save Settings`
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 :guilabel:`Network Connectivity` (second icon from the
left) in order to determine if the network connection was automatically
detected. If 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 :guilabel:`Restore from Life-Preserver backup`
and :guilabel:`Next`. 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 :guilabel:`Next` and the wizard will provide a summary of your
selections. If correct, click :guilabel:`Finish`; otherwise, click
:guilabel:`Back` to correct them.
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.
.. TODO Add restore4.png to images folder.
.. _restore4:
.. figure:: images/restore4.png
After making your selection, click :guilabel:`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 :guilabel:`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 :guilabel:`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 :guilabel:`Next` to perform the restore.