How to Automatically Backup Postgres to S3 and Cloud

marcus
Senior Software Engineer at BCG
4 min read
How to Automatically Backup Postgres to S3 and Cloud

Many modern cloud providers such as Amazon Web Services or Microsoft Azure offer managed database instances that makes it much easier to properly provision and run a database. They can help you with scaling, high availability fallbacks and backups.

Unfortunately as a DevOps engineer, life is not always this easy. You might work with a cloud provider such as DigitalOcean that doesn't offer these type of managed services, or perhaps you or the company you work for decided to buy a server rack and run your own physical servers where you need to manage all of it by yourself.

In my case I was recently setting up an application infrastructure on DigitalOcean and one of the requirements was that the PostgreSQL database had to be backed up daily, but DigitalOcean only offered weekly backups of their droplets with no ability to customize this schedule.

Because of this, I had to plan how we would automatically run backups on a daily schedule that would store the database state on DigitalOcean's S3 cloud storage called "DigitalOcean Spaces". How did I achieve this?

Export PostgreSQL Database using pg_dump and gzip

The first step was to write a script that would export the database without locking tables or in any way impact the user experience of the application. Postgres offers a very handy utility for this called pg_dump that writes your database to stdout which means that you can also pipe this output using other Linux commands or operations.

For example, you could write pg_dump dbname > dbname.sql to export the dbname database to a file called dbname.sql , or if you have a large database you could also pipe the output with gzip and store it as a zipped file by using pg_dump dbname | gzip > dbname.sql.gz .

Handy, right?

In my case I was running PostgreSQL in a Docker container so my ~/backup.sh script ended up looking like this:

#!/bin/bash
docker exec $(docker ps -q) pg_dump dbname -U dbuser | gzip > /backup/backup.sql.gz

This would then run the pg_dump command within my docker container and store it within the containers /backup folder. Since I mounted this volume to the host machine, it means that this new backup.sql.gz was also available on the host machine where the script was running.

Use rclone to copy file to S3 and Cloud

I found a handy little tool called rclone which calls itself "rsync for cloud storage" . At the time of writing this article it allows you to copy files to a large amount of cloud providers including Amazon Web Services S3, DigitalOcean Spaces, Microsoft Azure Blob Storage, Dropbox and more.

I installed it on my DigitalOcean Ubuntu droplet with the following command:

curl https://rclone.org/install.sh | sudo bash

After installing I had to create a ~/rclone.conf file that I populated with the following settings that would allow me to authenticate with DigitalOcean Spaces and upload my backup file to it using the S3 protocol. As you can see the ${SPACES_ACCESS_KEY} and ${SPACES_SECRET_KEY} is environment variables that hold my secret keys required to authenticate with my storage.

[spaces]
type = s3
env_auth = false
access_key_id = ${SPACES_ACCESS_KEY}
secret_access_key = ${SPACES_SECRET_KEY}
endpoint = sfo2.digitaloceanspaces.com
acl = private

At this point I just had to add rclone to my ~/backup.sh file described in the previous section and after that my final script was done and was looking like this:

#!/bin/bash
mkdir -p /backup
docker exec $(docker ps -q) pg_dump dbname -U dbuser | gzip > /backup/backup.sql.gz
rclone --config ~/rclone.conf mkdir "spaces:myspaces/backups/$(date +%d)"
rclone --config ~/rclone.conf copy /backup "spaces:myspaces/backups/$(date +%d)"

So to quickly summarize what this script does line by line:

  1. Create a new folder on the host machine called /backup . My docker configuration mounts the containers /backup folder to my host's /backup folder.
  2. Run my pg_dump command inside the container that exports my database and pipes it through the gzip utility tool which allows me to save it as a compressed .gz file.
  3. Use rclone to create a new directory within my DigitalOcean Spaces S3 storage. I use $(date +%d) to create a folder named by the day of the month. E.g. 01, 02, 03, 04 etc. This means that I will keep backups for 1 month rolling, so after a month have passed it will start overwriting the backups from the previous month.
  4. I finaly use rclone to copy my /backup folder (which now contains my backup.sql.gz file) to my remote S3 storage.

Note that all of this can very easily be done with AWS S3 as well since it's using the same protocol. If you use other types of storage you can find more details within the rclone documentation .

Schedule backups to run daily

At this point we already have our backup script ready and we should be able to try it out by simply running it with bash ~/backup.sh . This should then export the database and copy it to the cloud.

Obviously we do not want to do this manually every day, our goal is to automate it so that we can rely on always having database backups without human action. How do we achieve this? With a simple cronjob.

A cronjob is a scheduled command that reoccurs at a defined schedule. This can be any type of command such as downloading a file, doing a HTTP request, running a bash script and more. Sounds like a perfect fit for our use case, right?

I created a /etc/cron.d/backup-cron file that contained the following content:

0 0 * * * sh ~/backup.sh

I then add this to my droplet's crontab by executing crontab /etc/cron.d/backup-cron . You can check if it has been added to your crontab by typing crontab -e to see existing cronjobs on your server instance.

The content of my backup-cron file is pretty straight forward. The first 5 characters is the schedule, and anything behind it is the command. So in our case 0 0 * * * means that our command will run at minute 0 at hour 0, every day, every week, every month. Translated to normal English that means that it is scheduled to run 00:00 daily.

Since then I've had this script running on a daily schedule for weeks and its still reliably backing up the database of the application and storing it in the cloud. Works like a charm.

marcus
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