Your First Backup

This tutorial walks you through a complete backup and restore cycle, explaining each step in detail.

What You'll Learn

How to create a backup configuration
How to run a backup operation
How to verify backup integrity
How to restore from backup
How to handle consumer group offsets

Prerequisites

OSO Kafka Backup installed (Installation Guide)
Access to a Kafka cluster
Storage location (local path or cloud bucket)

Step 1: Plan Your Backup

Before creating a backup, decide:

Which topics to back up? You can use explicit names or patterns
Where to store backups? Local filesystem, S3, Azure, or GCS
What compression to use? Zstd (best ratio), LZ4 (fastest), or none
Starting offset? From earliest (full backup) or latest (incremental)

Step 2: Create the Backup Configuration

Create a file named backup.yaml:

backup.yaml
# Backup mode
mode: backup

# Unique identifier for this backup
backup_id: "production-backup-001"

# Source Kafka cluster
source:
  bootstrap_servers:
    - broker-1.kafka.svc:9092
    - broker-2.kafka.svc:9092
    - broker-3.kafka.svc:9092

  # Optional: Security configuration
  # security:
  #   security_protocol: SASL_SSL
  #   sasl_mechanism: SCRAM-SHA-256
  #   sasl_username: backup-user
  #   sasl_password: ${KAFKA_PASSWORD}  # Environment variable

  # Topics to back up
  topics:
    include:
      - orders           # Explicit topic name
      - payments         # Another topic
      - "events-*"       # Wildcard pattern
    exclude:
      - "__consumer_offsets"  # Internal topics
      - "_schemas"            # Schema registry topic

# Storage destination
storage:
  backend: filesystem    # Options: filesystem, s3, azure, gcs
  path: "/var/lib/kafka-backup/data"
  # For S3:
  # backend: s3
  # bucket: my-backup-bucket
  # region: us-west-2
  # prefix: kafka-backups/production

# Backup settings
backup:
  # Compression
  compression: zstd      # Options: zstd, lz4, none
  compression_level: 3   # 1-22 for zstd (higher = better ratio, slower)

  # Starting point
  start_offset: earliest # Options: earliest, latest

  # Segment settings
  segment_max_bytes: 134217728    # 128 MB per segment
  segment_max_interval_ms: 60000  # Force segment roll every 60s

  # Checkpointing for resumable backups
  checkpoint_interval_secs: 30

  # Include offset headers (required for offset reset)
  include_offset_headers: true

  # Source cluster identifier (for tracking)
  source_cluster_id: "production-cluster"

Configuration Explained

Setting	Purpose
`backup_id`	Unique name for this backup; used for restore
`bootstrap_servers`	Kafka broker addresses
`topics.include`	Topics to back up (names or patterns)
`topics.exclude`	Topics to skip
`compression`	Reduce storage size and costs
`start_offset: earliest`	Back up all data from beginning
`checkpoint_interval_secs`	How often to save progress
`include_offset_headers`	Store original offsets for consumer reset

Step 3: Run the Backup

Execute the backup:

kafka-backup backup --config backup.yaml

With verbose logging:

kafka-backup -v backup --config backup.yaml

Expected Output

[2024-12-03T10:00:00Z INFO] Starting backup: production-backup-001
[2024-12-03T10:00:00Z INFO] Connecting to Kafka cluster...
[2024-12-03T10:00:01Z INFO] Connected to cluster: production-cluster
[2024-12-03T10:00:01Z INFO] Discovered topics matching patterns:
  - orders (6 partitions)
  - payments (3 partitions)
  - events-clickstream (12 partitions)
  - events-pageviews (12 partitions)

[2024-12-03T10:00:02Z INFO] Starting backup of 4 topics, 33 partitions
[2024-12-03T10:00:02Z INFO] Topic: orders
  Partition 0: 150,234 records (earliest: 0, latest: 150233)
  Partition 1: 148,892 records
  ...

[2024-12-03T10:05:32Z INFO] Backup completed successfully
[2024-12-03T10:05:32Z INFO] Summary:
  Topics: 4
  Partitions: 33
  Records: 2,456,789
  Uncompressed: 1.2 GB
  Compressed: 245 MB
  Compression ratio: 4.9x
  Duration: 5m 30s
  Throughput: 7,445 records/sec

Step 4: Verify the Backup

List Backups

kafka-backup list --path /var/lib/kafka-backup/data

Available Backups:
─────────────────────────────────────────────────────────────
  production-backup-001
    Created:     2024-12-03T10:00:00Z
    Source:      production-cluster
    Topics:      4
    Partitions:  33
    Records:     2,456,789
    Size:        245 MB (compressed)
─────────────────────────────────────────────────────────────

Get Detailed Information

kafka-backup describe --path /var/lib/kafka-backup/data --backup-id production-backup-001

Backup: production-backup-001
════════════════════════════════════════════════════════════

Metadata:
  Created:           2024-12-03T10:00:00Z
  Source Cluster:    production-cluster
  Compression:       zstd (level 3)

Statistics:
  Topics:            4
  Partitions:        33
  Segments:          156
  Records:           2,456,789
  Uncompressed:      1.2 GB
  Compressed:        245 MB
  Compression Ratio: 4.9x

Time Range:
  Earliest Message:  2024-11-01T00:00:00Z
  Latest Message:    2024-12-03T09:59:59Z

Topics:
  orders           6 partitions    523,456 records
  payments         3 partitions    234,567 records
  events-click    12 partitions    890,123 records
  events-pages    12 partitions    808,643 records

Validate Integrity

# Quick validation
kafka-backup validate --path /var/lib/kafka-backup/data --backup-id production-backup-001

# Deep validation (reads all data)
kafka-backup validate --path /var/lib/kafka-backup/data --backup-id production-backup-001 --deep

Validation Report: production-backup-001
════════════════════════════════════════════════════════════

Segments:
  Checked:    156
  Valid:      156
  Missing:    0
  Corrupted:  0

Records Validated: 2,456,789

Result: ✓ VALID

Step 5: Create a Restore Configuration

Create restore.yaml:

restore.yaml
mode: restore
backup_id: "production-backup-001"

# Target Kafka cluster (can be different from source)
target:
  bootstrap_servers:
    - dr-broker-1.kafka.svc:9092
    - dr-broker-2.kafka.svc:9092

storage:
  backend: filesystem
  path: "/var/lib/kafka-backup/data"

restore:
  # Optional: Point-in-time recovery
  # time_window_start: 1701417600000  # Unix ms timestamp
  # time_window_end: 1701504000000

  # Optional: Topic remapping
  # topic_mapping:
  #   orders: orders_restored
  #   payments: payments_dr

  # Consumer offset handling
  consumer_group_strategy: skip  # Options: skip, header-based, manual

  # Include original offset in headers (for manual consumer reset)
  include_original_offset_header: true

  # Dry run first to validate
  dry_run: false

Step 6: Validate Before Restore

Always validate a restore configuration before executing:

kafka-backup validate-restore --config restore.yaml

Restore Validation Report
════════════════════════════════════════════════════════════

Status: ✓ VALID

Backup:
  ID: production-backup-001
  Source: production-cluster

Target Cluster:
  Brokers: dr-broker-1.kafka.svc:9092, dr-broker-2.kafka.svc:9092
  Connection: ✓ OK

Topics to Restore:
  orders      → orders      (6 partitions)
  payments    → payments    (3 partitions)
  events-*    → events-*    (24 partitions)

Data:
  Segments: 156
  Records: 2,456,789
  Estimated Size: 1.2 GB (uncompressed)

Warnings:
  - Topic 'orders' exists on target with 6 partitions (will append data)

Step 7: Execute the Restore

kafka-backup restore --config restore.yaml

[2024-12-03T11:00:00Z INFO] Starting restore from: production-backup-001
[2024-12-03T11:00:01Z INFO] Connected to target cluster
[2024-12-03T11:00:02Z INFO] Restoring 4 topics, 33 partitions

[2024-12-03T11:00:02Z INFO] Topic: orders
  Partition 0: Restoring 150,234 records...
  Partition 0: ✓ Complete
  ...

[2024-12-03T11:08:45Z INFO] Restore completed successfully
[2024-12-03T11:08:45Z INFO] Summary:
  Records Restored: 2,456,789
  Duration: 8m 43s
  Throughput: 4,698 records/sec

Step 8: Handle Consumer Offsets

After restore, consumer groups need their offsets updated. There are several strategies:

Option A: Manual Reset Using Kafka Tools

# View offset mapping from backup
kafka-backup show-offset-mapping \
  --path /var/lib/kafka-backup/data \
  --backup-id production-backup-001 \
  --format text

Offset Mapping: production-backup-001
─────────────────────────────────────────────────────────────
Topic       Partition  Source Start  Source End  Records
─────────────────────────────────────────────────────────────
orders      0          0             150233      150234
orders      1          0             148891      148892
payments    0          0             78234       78235
...

To reset consumer groups, use:
kafka-consumer-groups --bootstrap-server <broker> \
  --group <group-name> \
  --topic orders:0 \
  --reset-offsets --to-offset 150233 --execute

Option B: Automated Reset with Kafka Backup

# Generate a reset plan
kafka-backup offset-reset plan \
  --path /var/lib/kafka-backup/data \
  --backup-id production-backup-001 \
  --groups my-consumer-group,analytics-group \
  --bootstrap-servers dr-broker-1:9092

# Execute the reset
kafka-backup offset-reset execute \
  --path /var/lib/kafka-backup/data \
  --backup-id production-backup-001 \
  --groups my-consumer-group \
  --bootstrap-servers dr-broker-1:9092

Option C: Three-Phase Restore (All-in-One)

For disaster recovery, use the three-phase restore which handles everything:

dr-restore.yaml
mode: restore
backup_id: "production-backup-001"

target:
  bootstrap_servers:
    - dr-broker-1:9092

storage:
  backend: filesystem
  path: "/var/lib/kafka-backup/data"

restore:
  consumer_group_strategy: header-based
  reset_consumer_offsets: true
  consumer_groups:
    - my-consumer-group
    - analytics-group

kafka-backup three-phase-restore --config dr-restore.yaml

Summary

You've learned how to:

Create a backup configuration with topic selection, compression, and checkpointing
Execute and monitor a backup operation
Verify backup integrity with validation commands
Plan and execute a restore with optional PITR
Handle consumer group offsets after restore

Next Steps

Backup to S3 - Store backups in cloud storage
Point-in-Time Recovery - Restore to specific timestamps
Offset Management - Advanced consumer offset handling
Performance Tuning - Optimize throughput
Kubernetes Operator - Automated scheduled backups

What You'll Learn​

Prerequisites​

Step 1: Plan Your Backup​

Step 2: Create the Backup Configuration​

Configuration Explained​

Step 3: Run the Backup​

Expected Output​

Step 4: Verify the Backup​

List Backups​

Get Detailed Information​

Validate Integrity​

Step 5: Create a Restore Configuration​

Step 6: Validate Before Restore​

Step 7: Execute the Restore​

Step 8: Handle Consumer Offsets​

Option A: Manual Reset Using Kafka Tools​

Option B: Automated Reset with Kafka Backup​

Option C: Three-Phase Restore (All-in-One)​

Summary​

Next Steps​