ProxmoxBackupClientPBSClien.../CHANGELOG.md
zaphod-black ac2480bc24 Add comprehensive installation walkthrough to README
DOCUMENTATION UPDATE: Added detailed step-by-step guide covering the
entire installation process from PBS server setup to completion.

README.md Changes:

Prerequisites Section (Expanded):
- How to create API tokens in PBS web interface
- How to configure datastore permissions
- Common permission error and how to fix it
- Information gathering checklist before running installer

New: Step-by-Step Walkthrough (14 Steps):
1. Running the installer
2. PBS server configuration (IP, port, datastore)
3. Authentication method selection (why API tokens)
4. Entering API token details
5. Backup type selection (files/block/hybrid)
6. File backup paths configuration
7. Block device selection and auto-detection
8. Backup schedule configuration
9. Retention policy settings
10. Encryption setup and key management
11. 3-step connection test process
12. Systemd service creation
13. Optional immediate backup
14. Completion summary

Each step includes:
- Example prompts and responses
- Explanation of options
- Recommendations and best practices
- Common device types and their paths
- Troubleshooting tips

CHANGELOG.md Updates:
- Documented new comprehensive walkthrough
- Listed PBS server setup documentation
- Added permission error troubleshooting to Added section

This addresses the most common user questions and provides a
complete reference for first-time users. Users can now follow
the guide step-by-step to successfully configure PBS backups.

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

Co-Authored-By: Claude <noreply@anthropic.com>
2025-11-01 18:04:49 -05:00

3.4 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

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
  • 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