ProxmoxBackupClientPBSClien.../CHANGELOG.md
zaphod-black 8f3bd49a51 Improve defaults and add run backup now option
User Experience Improvements:

1. Changed Default Realm from "pbs" to "pam"
   - "pam" is the standard realm for root authentication
   - More intuitive for most users
   - Matches common Proxmox setup patterns

2. Changed Default Encryption from "yes" to "no"
   - Removes friction for quick testing and setup
   - Users can easily opt-in during configuration
   - Reduces complexity for basic backup scenarios
   - Advanced users still have the option available

3. Added "Run backup now" to Main Menu
   - New option 4 in the existing configuration menu
   - Allows immediate backup testing without reconfiguration
   - Starts backup service and offers to follow logs
   - Provides helpful commands if backup fails
   - Makes it easy to test backups after setup

Changes:
- pbs-client-installer.sh:
  - Line 265, 349: PBS_REALM default changed to "pam"
  - Line 462: ENABLE_ENCRYPTION default changed to "no"
  - Lines 895-939: Added option 4 "Run backup now" with log following
  - Shifted "Exit" from option 4 to option 5

CHANGELOG.md:
- Documented all three changes in "Changed" section
- Highlighted default changes in bold

This makes the installer more user-friendly for the common case
(root@pam authentication, no encryption for testing) while still
supporting advanced configurations.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 18:15:13 -05:00

3.9 KiB

Changelog

All notable changes to this project will be documented in this file.

The format is based on Keep a Changelog, and this project adheres to Semantic Versioning.

[Unreleased]

Added

  • Intelligent reconfiguration options when PBS client is already installed
    • Quick connection-only reconfiguration (server/credentials only)
    • Full reconfiguration of all settings
    • Reinstall option with reconfiguration
    • Exit without changes option
  • 3-step connection verification process:
    • Step 1: Server reachability test (5s timeout with curl)
    • Step 2: Authentication test with automatic SSL fingerprint acceptance
    • Step 3: Datastore access verification
  • Display available block devices when invalid device is entered
  • Step-by-step progress indicators during connection testing
  • test-connection.sh - Diagnostic script for testing PBS connections manually
    • Parameterized for security (no hardcoded credentials)
    • Tests server reachability, authentication, and datastore access
    • Handles SSL fingerprint acceptance interactively
  • Comprehensive documentation in README:
    • Step-by-step walkthrough of complete installation (14 steps)
    • PBS server setup guide (API token creation and permissions)
    • Common permission error troubleshooting
    • Explanation of backup types, schedules, and retention policies

Changed

  • Installation instructions now use git clone instead of wget
  • Connection test provides better user feedback during testing
  • Script now detects existing configurations and offers appropriate options
  • Block device detection now strips btrfs subvolume notation (e.g., [/@])
  • Connection test succeeds if authentication works, even if no backups exist yet
  • More specific error messages based on which step of connection test fails
  • SSL certificate fingerprints are now automatically accepted during setup
  • Reduced authentication timeout from 30s to 15s
  • README now includes comprehensive step-by-step walkthrough
  • Prerequisites section expanded with detailed PBS server setup instructions
  • Default realm changed from "pbs" to "pam" (more common for root authentication)
  • Default encryption setting changed from "yes" to "no" (user can opt-in if needed)
  • Main menu now includes "Run backup now" option for immediate backup testing

Fixed

  • CRITICAL: SSL fingerprint prompt no longer causes authentication timeout
    • Script now automatically accepts SSL fingerprints by piping 'y' to login
    • This was the root cause of "authentication hanging" issues
  • CRITICAL: Password/token capture no longer includes newline character
    • prompt_password() function now outputs formatting to stderr
    • Fixes "authentication failed - invalid credentials" in backup service
    • Config file now has properly formatted single-line passwords
  • Script no longer hangs indefinitely when PBS server is unreachable
  • Block device auto-detection now correctly handles btrfs subvolumes
  • Invalid device paths like /dev/mapper/root[/@] are now properly cleaned
  • Connection test now differentiates between network issues and authentication failures
  • Shows actual PBS client error messages when authentication fails
  • Authentication test now uses correct login command instead of non-existent status command
  • Connection test no longer times out due to using wrong PBS client commands

[1.0.0] - 2025-11-01

Added

  • Initial release
  • Auto-detection of Linux distribution (Ubuntu, Debian, Arch)
  • Interactive configuration via console prompts
  • Automatic encryption key generation with paper backup
  • Systemd service and timer for automated backups
  • Configurable retention policies
  • Connection testing before finalization
  • Immediate backup option after installation
  • Support for file-level (.pxar) backups
  • Support for block device (.img) backups
  • Hybrid backup mode (daily files + weekly block device)
  • Comprehensive error handling and logging
  • Uninstaller script