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

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3.4 KiB
Markdown

# Changelog
All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## [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