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NAS backup: compression, encryption, bandwidth throttle, integrity check - #12898

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NAS backup: compression, encryption, bandwidth throttle, integrity check#12898
jmsperu wants to merge 13 commits into
apache:4.22from
jmsperu:fix/nasbackup-enhancements-combined

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@jmsperu

@jmsperu jmsperu commented Mar 26, 2026

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Summary

Adds four optional, zone-scoped features to NAS backup operations on KVM, all disabled by default:

  • Compression (-c): Uses qcow2 internal compression (qemu-img convert -c) to reduce backup size
  • LUKS Encryption (-e): Encrypts backup files at rest using LUKS via qemu-img convert --object secret
  • Bandwidth Throttle (-b): Limits backup I/O — virsh blockjob --bandwidth for running VMs, qemu-img convert -r + ionice for stopped VMs
  • Integrity Check (--verify): Runs qemu-img check on each backup file after creation

Configuration Keys (Zone scope)

Setting Type Default Description
nas.backup.compression.enabled Boolean false Enable qcow2 compression for backup files
nas.backup.encryption.enabled Boolean false Enable LUKS encryption for backup files
nas.backup.encryption.passphrase String (Secure) "" Passphrase for LUKS encryption
nas.backup.bandwidth.limit.mbps Integer 0 Bandwidth limit in MiB/s (0 = unlimited)
nas.backup.integrity.check Boolean false Run qemu-img check after backup

Architecture

  1. NASBackupProvider reads zone-scoped ConfigKeys and populates a details map on TakeBackupCommand
  2. TakeBackupCommand carries the details map from management server to KVM agent
  3. LibvirtTakeBackupCommandWrapper extracts the details and translates them to nasbackup.sh CLI flags
  4. nasbackup.sh implements the actual compression, encryption, throttling, and verification logic

Files Changed

  • scripts/vm/hypervisor/kvm/nasbackup.sh — new -c, -b, -e, --verify flags with encrypt_backup() and verify_backup() functions
  • core/.../TakeBackupCommand.java — added details map (HashMap) with getter/setter/addDetail
  • plugins/backup/nas/.../NASBackupProvider.java — 5 new ConfigKeys, populate command details in takeBackup()
  • plugins/hypervisors/kvm/.../LibvirtTakeBackupCommandWrapper.java — extract details, build dynamic CLI args, temp passphrase file lifecycle

Notes

Test plan

  • Verify backup works with all four features disabled (default) — no behavioral change
  • Enable nas.backup.compression.enabled at zone scope, take backup, verify qcow2 files are compressed
  • Enable nas.backup.bandwidth.limit.mbps (e.g. 50), take backup of running VM, verify virsh blockjob bandwidth is applied
  • Enable nas.backup.bandwidth.limit.mbps, take backup of stopped VM, verify qemu-img -r rate limit is applied
  • Enable nas.backup.encryption.enabled with passphrase, take backup, verify files are LUKS encrypted (qemu-img info shows encryption)
  • Enable nas.backup.integrity.check, take backup, verify qemu-img check runs and passes
  • Test with multiple features enabled simultaneously (compression + integrity check)
  • Verify restore still works for backups created with compression/encryption
  • Test with RBD storage pools — verify bandwidth throttle applies correctly

… integrity check

Adds four optional features to NAS backup operations, configurable at
zone scope via CloudStack global settings:

- Compression (-c): qcow2 internal compression of backup files
  Config: nas.backup.compression.enabled (default: false)

- LUKS Encryption (-e): encrypt backup files at rest using qemu-img
  Config: nas.backup.encryption.enabled (default: false)
  Config: nas.backup.encryption.passphrase (Secure category)

- Bandwidth Throttle (-b): limit backup I/O bandwidth via virsh
  blockjob for running VMs or qemu-img -r for stopped VMs
  Config: nas.backup.bandwidth.limit.mbps (default: 0/unlimited)

- Integrity Check (--verify): qemu-img check after backup creation
  Config: nas.backup.integrity.check (default: false)

All features are disabled by default and fully backward compatible.
Settings are read from zone-scoped ConfigKeys in NASBackupProvider,
passed to the KVM agent via TakeBackupCommand details map, and
translated to nasbackup.sh CLI flags in LibvirtTakeBackupCommandWrapper.

Changes:
- nasbackup.sh: add -c, -b, -e, --verify flags with encrypt_backup()
  and verify_backup() helper functions
- TakeBackupCommand.java: add details map for passing config to agent
- NASBackupProvider.java: add 5 ConfigKeys, populate command details
- LibvirtTakeBackupCommandWrapper.java: extract details, build CLI args,
  handle passphrase temp file lifecycle

Combines and supersedes PRs apache#12844, apache#12846, apache#12848, apache#12845
@codecov

codecov Bot commented Mar 27, 2026

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Codecov Report

❌ Patch coverage is 61.45251% with 69 lines in your changes missing coverage. Please review.
✅ Project coverage is 17.86%. Comparing base (a9b2f33) to head (a39a95d).

Files with missing lines Patch % Lines
...ource/wrapper/LibvirtTakeBackupCommandWrapper.java 48.00% 25 Missing and 1 partial ⚠️
...ce/wrapper/LibvirtRestoreBackupCommandWrapper.java 64.28% 15 Missing and 5 partials ⚠️
.../kvm/resource/wrapper/NasBackupPassphraseFile.java 62.50% 6 Missing and 3 partials ⚠️
...rg/apache/cloudstack/backup/TakeBackupCommand.java 40.00% 6 Missing ⚠️
...rg/apache/cloudstack/backup/NASBackupProvider.java 84.84% 2 Missing and 3 partials ⚠️
...apache/cloudstack/backup/RestoreBackupCommand.java 50.00% 3 Missing ⚠️
Additional details and impacted files
@@            Coverage Diff             @@
##               4.22   #12898    +/-   ##
==========================================
  Coverage     17.86%   17.86%            
- Complexity    16037    16063    +26     
==========================================
  Files          5928     5929     +1     
  Lines        534479   534629   +150     
  Branches      65410    65428    +18     
==========================================
+ Hits          95468    95537    +69     
- Misses       428173   428244    +71     
- Partials      10838    10848    +10     
Flag Coverage Δ
uitests 4.02% <ø> (ø)
unittests 18.93% <61.45%> (+<0.01%) ⬆️

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Pull request overview

Adds optional, zone-scoped enhancements for KVM NAS backups (compression, LUKS encryption, bandwidth throttling, and post-backup integrity verification) by plumbing config from management server → TakeBackupCommand details → KVM agent wrapper → nasbackup.sh flags.

Changes:

  • Add new CLI flags and implementation in nasbackup.sh for compression (-c), encryption (-e), bandwidth throttling (-b), and verification (--verify).
  • Extend TakeBackupCommand with a details map to carry optional settings to the agent.
  • Add zone-scoped NAS backup ConfigKeys and populate command details; update KVM wrapper to translate details into script args and manage a temporary passphrase file.

Reviewed changes

Copilot reviewed 4 out of 4 changed files in this pull request and generated 10 comments.

File Description
scripts/vm/hypervisor/kvm/nasbackup.sh Implements compression/encryption/throttle/verify logic and argument parsing for NAS backup operations.
core/src/main/java/org/apache/cloudstack/backup/TakeBackupCommand.java Adds a details map to carry optional backup feature settings from management to agent.
plugins/backup/nas/src/main/java/org/apache/cloudstack/backup/NASBackupProvider.java Introduces zone-scoped ConfigKeys and passes enabled settings into TakeBackupCommand details.
plugins/hypervisors/kvm/src/main/java/com/cloud/hypervisor/kvm/resource/wrapper/LibvirtTakeBackupCommandWrapper.java Builds dynamic nasbackup.sh command args from TakeBackupCommand details and writes an encryption passphrase temp file.

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Comment thread scripts/vm/hypervisor/kvm/nasbackup.sh
Comment thread scripts/vm/hypervisor/kvm/nasbackup.sh
Comment thread core/src/main/java/org/apache/cloudstack/backup/TakeBackupCommand.java Outdated
Comment thread scripts/vm/hypervisor/kvm/nasbackup.sh
Comment thread scripts/vm/hypervisor/kvm/nasbackup.sh Outdated
- nasbackup.sh: Replace exit 1 with return 1 in encrypt_backup and
  verify_backup so callers can run cleanup before terminating
- nasbackup.sh: Append (>>) instead of truncate (>) agent.log in
  qemu-img convert for stopped VM backups
- nasbackup.sh: Add return 1 after cleanup on qemu-img convert failure
  to stop execution
- nasbackup.sh: Callers of encrypt_backup/verify_backup now check
  return code and run cleanup on failure
- LibvirtTakeBackupCommandWrapper: Fail with error when encryption is
  enabled but passphrase is missing instead of silently skipping
- LibvirtTakeBackupCommandWrapper: Delete temp passphrase file in
  finally block, set 0600 permissions, use explicit UTF-8 charset
- NASBackupProvider: Throw CloudRuntimeException when encryption is
  enabled but passphrase is null/empty
- NASBackupProviderTest: Add tests for compression, bandwidth,
  integrity check, encryption+passphrase, and encryption-without-
  passphrase failure scenarios
- TakeBackupCommand: Add @loglevel(Off) to details field to prevent
  passphrase leaking in debug logs
- TakeBackupCommand: Normalize null to empty HashMap in setDetails
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@blueorangutan package

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@sureshanaparti a [SL] Jenkins job has been kicked to build packages. It will be bundled with KVM, XenServer and VMware SystemVM templates. I'll keep you posted as I make progress.

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Packaging result [SF]: ✖️ el8 ✖️ el9 ✖️ debian ✖️ suse15. SL-JID 17323

@sureshanaparti

sureshanaparti commented Apr 1, 2026

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@jmsperu can you check/fix the build failure.

jmsperu added 2 commits April 2, 2026 00:45
Address remaining Copilot review feedback on PR apache#12898:
- Replace `2>&1 | tee -a` with `>> logFile 2>&1` in encrypt_backup,
  compress, and mount_operation to prevent tee from masking non-zero
  exit codes of qemu-img and mount commands
- Add `return 1` after cleanup on virsh backup job failure to prevent
  continuing execution with broken state
The test helper overrideConfigValue() was only setting _value on
ConfigKey, but zone-scoped configs (valueIn(zoneId)) fall back to
_defaultValue when s_depot is null in test context. Also set
_defaultValue via ReflectionTestUtils to ensure valueIn() returns
the expected test value.

Fixes: 4 assertion failures (compression, bandwidth, encryption,
integrity_check details all returned null) and 1 error
(encryption without passphrase expected CloudRuntimeException
but got NullPointerException from null config value).
@jmsperu

jmsperu commented Apr 2, 2026

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@sureshanaparti Fixed. The test failures were caused by overrideConfigValue() in NASBackupProviderTest only setting _value on ConfigKey, but the zone-scoped configs (valueIn(zoneId)) fall back to _defaultValue when s_depot is null in the test context. All 5 config values (compression, bandwidth, encryption, encryption passphrase, integrity check) were returning null instead of the test values.

The fix also sets _defaultValue via ReflectionTestUtils so valueIn() correctly resolves test values.

Also addressed in the previous commit: replaced 2>&1 | tee -a with >> logFile 2>&1 in nasbackup.sh to prevent tee from masking non-zero exit codes, and added return 1 after cleanup on virsh backup job failure.

Could you please retrigger the build? @blueorangutan package

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@jmsperu a [SL] Jenkins job has been kicked to build packages. It will be bundled with` SystemVM template(s). I'll keep you posted as I make progress.

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Packaging result [SF]: ✖️ el8 ✖️ el9 ✖️ debian ✖️ suse15. SL-JID 17346

@jmsperu

jmsperu commented Jul 28, 2026

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The failing build shard here (test_lb_secondary_ip, test_list_nics, test_list_pod, …) is unrelated to this backup change — those are load-balancer/networking smoke tests, and the other 24 shards pass. Looks like a flaky/infra failure. Could a committer kick off a re-run of that shard? Thanks.

The restore path ran plain 'qemu-img check' and rsync/convert, so a backup taken
with nas.backup.encryption.enabled could not be verified or restored.

- RestoreBackupCommand carries the zone's passphrase (@loglevel Off); the NAS
  provider sets it whenever one is configured so older encrypted backups stay
  restorable after encryption is switched off.
- LibvirtRestoreBackupCommandWrapper probes 'qemu-img info' for an encrypted
  image and then checks/converts with '--object secret' + '--image-opts'. File
  based pools are decrypted during a qcow2 convert instead of being rsync'd
  (a copied LUKS volume would be unbootable); RBD/LINSTOR use the same secret
  on the raw convert. A clear error is returned when the backup is encrypted
  and no passphrase is configured.
- NasBackupPassphraseFile is the shared 0600 temp key file helper for the take
  and restore wrappers.
- Unit tests for the encrypted check/convert path, the missing-passphrase
  failure and the provider side.

Signed-off-by: James Peru <jmsperu@gmail.com>
@jmsperu

jmsperu commented Aug 24, 2026

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Pushed 4d919dc. The important one is Copilot's most recent point: encrypted backups could be taken but not restored, because the restore wrapper opened the qcow2 without the LUKS secret. That is now fixed end to end (details in-thread): the passphrase travels on RestoreBackupCommand, the wrapper detects an encrypted image and checks/converts with --object secret + --image-opts, file-based pools are decrypted during a qcow2 convert instead of being rsync'd, and a missing passphrase gives an explicit error. The older Copilot threads were already addressed in the branch and I've replied on each. CI on the previous SHA was fully green and Trillian passed on 22 Jun; would appreciate approve-and-run on the new SHA and a review whenever someone has time.

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This pull request has merge conflicts. Dear author, please fix the conflicts and sync your branch with the base branch.

…ments-combined

Signed-off-by: James Peru <jmsperu@gmail.com>

# Conflicts:
#	plugins/hypervisors/kvm/src/main/java/com/cloud/hypervisor/kvm/resource/wrapper/LibvirtRestoreBackupCommandWrapper.java
#	plugins/hypervisors/kvm/src/test/java/com/cloud/hypervisor/kvm/resource/wrapper/LibvirtRestoreBackupCommandWrapperTest.java
@jmsperu

jmsperu commented Aug 28, 2026

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Rebased onto current 4.22 (merge 7f2c57ab1a) — this is mergeable again.

Two files conflicted, both from the recent command-injection hardening on 4.22:

  • LibvirtRestoreBackupCommandWrapper — 4.22 reordered the imports and dropped the shell-string constants (MOUNT_COMMAND, UMOUNT_COMMAND, ATTACH_*, CURRRENT_DEVICE, RSYNC_COMMAND) in favour of argv-array Script.executeCommand(...). I took 4.22's structure wholesale and re-applied the LUKS work on top, so the non-encrypted path is now upstream's hardened rsync argv form and only the encrypted path builds a qemu-img convert. The one constant this PR still needs, LUKS_SECRET_ID, is kept.
  • LibvirtRestoreBackupCommandWrapperTest — import-ordering only.

No behaviour from either side was dropped: the hardening applies to the plain path, the decrypt-on-restore applies to the encrypted path, and they do not overlap.

Verified locally on JDK17:

  • LibvirtRestoreBackupCommandWrapperTest + LibvirtTakeBackupCommandWrapperTest18/18 pass
  • NASBackupProviderTest15/15 pass
  • bash -n nasbackup.sh clean

Ready for @blueorangutan package / test whenever a committer can approve-and-run.

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@jmsperu a [SL] Jenkins job has been kicked to build packages. It will be bundled with /test` whenever a committer can approve-and-run. SystemVM template(s). I'll keep you posted as I make progress.

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Packaging result [SF]: ✔️ el8 ✔️ el9 ✔️ el10 ✔️ debian ✔️ suse15. SL-JID 19011

@DaanHoogland DaanHoogland moved this from Backlog to conflict/waiting for author in CloudStack Testing Aug 31, 2026
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github-actions Bot commented Sep 9, 2026

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This pull request has merge conflicts. Dear author, please fix the conflicts and sync your branch with the base branch.

…ments-combined

Signed-off-by: James Peru <jmsperu@gmail.com>

# Conflicts:
#	plugins/hypervisors/kvm/src/test/java/com/cloud/hypervisor/kvm/resource/wrapper/LibvirtRestoreBackupCommandWrapperTest.java
@jmsperu

jmsperu commented Sep 9, 2026

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Synced with 4.22 again (a39a95d). One conflict, in LibvirtRestoreBackupCommandWrapperTest: both sides added new test methods in the same place (the LUKS restore tests here, the attach-device tests from #14007 upstream), so both are kept. The wrapper itself merged cleanly and now carries upstream's restore-and-attach fix alongside the encrypted-restore path.

Verified on JDK 17: LibvirtRestoreBackupCommandWrapperTest 19/19, LibvirtTakeBackupCommandWrapperTest 5/5, NASBackupProviderTest 15/15, bash -n nasbackup.sh clean. Ready for a package and test run.

@DaanHoogland DaanHoogland modified the milestones: 24.0, 4.22.2 Sep 9, 2026
@DaanHoogland DaanHoogland moved this from conflict/waiting to Ready in CloudStack Testing Sep 9, 2026
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Packaging result [SF]: ✔️ el8 ✔️ el9 ✔️ el10 ✔️ debian ✔️ suse15. SL-JID 19185

@abh1sar abh1sar moved this from Ready to In progress in CloudStack Testing Sep 10, 2026

@abh1sar abh1sar left a comment

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Can the encryption passphrase be rotated/change? if yes, then older backups will become unrecoverable.

Comment on lines +107 to +114
local compress_flag=""
if [[ "$COMPRESS" == "true" ]]; then
compress_flag="-c"
fi
for img in "$backup_dir"/*.qcow2; do
[[ -f "$img" ]] || continue
local tmp_img="${img}.luks"
if qemu-img convert $compress_flag -O qcow2 \

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Blocking: qcow2 cannot compress and encrypt at the same time, so enabling both nas.backup.compression.enabled and nas.backup.encryption.enabled fails every backup and then deletes it.

Reproduced with qemu-img 9.2.3:

$ qemu-img convert -c -O qcow2 --object secret,id=sec0,file=pass.key \
    -o encrypt.format=luks,encrypt.key-secret=sec0 plain.qcow2 out.qcow2
qemu-img: Compression and encryption not supported at the same time

With both settings on, encrypt_backup returns 1, the caller runs cleanup, and the whole backup directory is removed. This hits both the running-VM and stopped-VM paths.

The comment above compress_flag says it exists so compression is not silently discarded, but the result is a hard failure instead. Could you either reject the combination up front in applyBackupEnhancementDetails (clearest, the admin gets told why) or drop -c here and document that encryption wins? Either way it would be good to add a test for the two together, since neither the unit tests nor the test-plan checklist covers that combination today.

command.setQuiesce(quiesceVM);

// Pass optional backup enhancement settings from zone-scoped configs
applyBackupEnhancementDetails(command, vm.getDataCenterId());

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Blocking: createBackupObject() on line 242 has already persisted a BackupVO in BackingUp state by the time this runs, so when encryption is enabled without a passphrase the CloudRuntimeException thrown from applyBackupEnhancementDetails leaves an orphaned backup row stuck in BackingUp forever.

Every other failure path in takeBackup calls backupDao.remove(backupVO.getId()) before throwing. Since the validation needs nothing from the backup object, moving this call above line 242 fixes it cleanly.

fi
output="$dest/$name.$volUuid.qcow2"
if ! qemu-img convert -O qcow2 "$disk" "$output" > "$logFile" 2> >(cat >&2); then
if ! ionice -c 3 qemu-img convert $([[ "$COMPRESS" == "true" ]] && echo "-c") $([[ -n "$BANDWIDTH" ]] && echo "-r" "${BANDWIDTH}M") -O qcow2 "$disk" "$output" >> "$logFile" 2> >(cat >&2); then

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Blocking: qemu-img convert -r is not available on the minimum QEMU this script supports. sanity_checks() only requires QEMU >= 4.2.0, but -r rate_limit was added much later (it is present in 9.2, absent in 4.2). On a 4.2/5.x host (RHEL 8, Ubuntu 20.04) enabling nas.backup.bandwidth.limit.mbps would make every stopped-VM backup fail with invalid option -- 'r'.

Could you check the exact QEMU version that introduced it and either probe for support with a graceful fallback, or raise the minimum version check when bandwidth limiting is requested?

fi
output="$dest/$name.$volUuid.qcow2"
if ! qemu-img convert -O qcow2 "$disk" "$output" > "$logFile" 2> >(cat >&2); then
if ! ionice -c 3 qemu-img convert $([[ "$COMPRESS" == "true" ]] && echo "-c") $([[ -n "$BANDWIDTH" ]] && echo "-r" "${BANDWIDTH}M") -O qcow2 "$disk" "$output" >> "$logFile" 2> >(cat >&2); then

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ionice -c 3 is applied unconditionally here, so it also affects backups where none of the four new settings are enabled. That is a silent default behaviour change for existing users. Could it be gated on $BANDWIDTH being set?

Worth noting too that -c 3 (idle) only has an effect under CFQ/BFQ. With mq-deadline or none, the default for NVMe on current kernels, it is a no-op, so it may not buy much even when the feature is on.

Comment on lines +253 to +257
if [[ -n "$BANDWIDTH" ]]; then
for disk in $(virsh -c qemu:///system domblklist $VM --details 2>/dev/null | awk '/disk/{print$3}'); do
virsh -c qemu:///system blockjob $VM $disk --bandwidth "${BANDWIDTH}" 2>/dev/null || true
done
log -ne "Backup bandwidth limited to ${BANDWIDTH} MiB/s per disk for $VM"

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Two things here.

  1. stderr is sent to /dev/null and the failure is swallowed by || true, but line 257 then logs that the limit was applied regardless. If the call fails, the admin sees a log line claiming throttling is active while nothing is throttled. Could you capture the exit status and log the actual outcome?

  2. I am not sure libvirt accepts blockjob --bandwidth against a push-mode backup job. Backups are reported through domjobinfo rather than blockjob, so the lookup may not resolve. Could you confirm on your target libvirt version that the bandwidth is actually applied, rather than the command erroring out silently?

Minor: awk '/disk/{print$3}' matches any line containing "disk", including a cdrom row whose source path happens to contain it. The existing code a few lines below uses awk '$2=="disk"', which would be more robust and consistent.

Comment on lines +141 to +153
local check_ok=0
if [[ ${#check_secret[@]} -gt 0 ]]; then
qemu-img check "${check_secret[@]}" --image-opts \
"driver=qcow2,file.filename=$img,encrypt.key-secret=sec0" \
> /dev/null 2>&1 && check_ok=1
else
qemu-img check "$img" > /dev/null 2>&1 && check_ok=1
fi
if [[ $check_ok -eq 1 ]]; then
log -ne "Backup verification passed: $img"
else
echo "Backup verification failed for $img"
log -ne "Backup verification FAILED: $img"

@abh1sar abh1sar Sep 11, 2026

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Only exit code 0 is accepted, and a non-zero result makes the caller run cleanup, deleting the entire backup.

qemu-img check uses 2 for a corrupt image and 3 for leaked clusters. Leaks are benign, so as written a backup with leaked clusters is declared failed and destroyed. Could you confirm the exit code semantics on your side and treat 3 as a warning rather than a failure?

Comment on lines +283 to +286
private boolean isEncryptedImage(String backupPath) {
String info = Script.executeCommand("qemu-img", "info", "--output=json", backupPath);
return info != null && info.replaceAll("\\s", "").contains("\"encrypted\":true");
}

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This fails open. If Script.executeCommand returns null (qemu-img missing, path unreadable, timeout) the method returns false, and replaceVolumeWithBackup then falls through to rsync, copying an encrypted qcow2 verbatim onto the volume. The restore reports success but the volume is unbootable.

Could you distinguish "not encrypted" from "could not determine" and fail loudly on the latter?

@abh1sar abh1sar moved this from In progress to conflict/waiting in CloudStack Testing Sep 11, 2026
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