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shell/docs/production-deployment-guide.md

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# Plex Backup System - Production Deployment Guide
This guide helps you deploy the enhanced Plex backup system safely in a production environment.
## Pre-Deployment Checklist
### 1. System Requirements Verification
- [ ] **Operating System**: Linux (tested on Ubuntu/Debian)
- [ ] **Shell**: Bash 4.0+ available
- [ ] **Dependencies Installed**:
- [ ] `jq` - JSON processing (required for performance logging)
- [ ] `sqlite3` - Database tools (for fallback integrity checks)
- [ ] `curl` - HTTP client (for webhook notifications)
- [ ] `sendmail` - Email delivery (if using email notifications)
- [ ] `tar` and `gzip` - Archive tools
- [ ] `sudo` access to Plex files and service management
### 2. Environment Setup
- [ ] **Backup Directory**: Ensure `/mnt/share/media/backups/plex` exists and has sufficient space
- [ ] **Log Directory**: Ensure `/mnt/share/media/backups/logs` exists and is writable
- [ ] **Script Directory**: Place scripts in `/home/acedanger/shell` or update paths accordingly
- [ ] **Permissions**: Verify script user can read Plex files and control Plex service
### 3. Configuration Verification
- [ ] **Plex Service Management**: Test `systemctl stop plexmediaserver` and `systemctl start plexmediaserver`
- [ ] **File Paths**: Verify Plex database locations in script match your installation
- [ ] **Plex SQLite Binary**: Confirm `/usr/lib/plexmediaserver/Plex SQLite` exists
- [ ] **Disk Space**: Ensure backup location has 2x current Plex database size available
## Testing Phase
### 1. Run Unit Tests
```bash
cd /home/acedanger/shell
./test-plex-backup.sh unit
```
**Expected Result**: All 9 tests should pass (100% success rate)
### 2. Run Integration Tests
```bash
cd /home/acedanger/shell
./integration-test-plex.sh
```
**Expected Result**: All integration tests should pass
### 3. Test Dry Run
```bash
# Test integrity check only (non-destructive)
sudo ./backup-plex.sh --check-integrity --non-interactive
```
**Expected Result**: Should complete without stopping Plex or creating backups
### 4. Test Notification Systems
#### Webhook Testing
```bash
# Replace with your actual webhook URL
sudo ./backup-plex.sh --check-integrity --webhook=https://your-webhook-endpoint.com/test
```
#### Email Testing
```bash
# Replace with your email address
sudo ./backup-plex.sh --check-integrity --email=admin@yourdomain.com
```
## Production Deployment Steps
### 1. Initial Backup Test
```bash
# Create a manual backup during maintenance window
sudo ./backup-plex.sh --non-interactive
```
**Verify**:
- [ ] Plex service stopped and restarted properly
- [ ] Backup files created in `/mnt/share/media/backups/plex/YYYYMMDD/`
- [ ] Log files updated in `/mnt/share/media/backups/logs/`
- [ ] Performance log created if enabled
- [ ] Notifications sent if configured
### 2. Validate Backup Integrity
```bash
# Run validation on the created backup
./validate-plex-backups.sh --report
```
### 3. Test Restore Process (Optional)
```bash
# In a test environment, verify restore functionality
./restore-plex.sh --list
./restore-plex.sh --validate YYYYMMDD
```
## Automated Scheduling
### 1. Cron Configuration
Create a cron job for automated backups:
```bash
# Edit crontab for root user
sudo crontab -e
# Add entry for daily backup at 2 AM
0 2 * * * /home/acedanger/shell/backup-plex.sh --non-interactive --webhook=https://your-webhook.com/plex-backup 2>&1 | logger -t plex-backup
```
### 2. Systemd Timer (Alternative)
Create systemd service and timer files:
```bash
# Create service file
sudo tee /etc/systemd/system/plex-backup.service > /dev/null << 'EOF'
[Unit]
Description=Plex Media Server Backup
After=network.target
[Service]
Type=oneshot
User=root
ExecStart=/home/acedanger/shell/backup-plex.sh --non-interactive
StandardOutput=journal
StandardError=journal
EOF
# Create timer file
sudo tee /etc/systemd/system/plex-backup.timer > /dev/null << 'EOF'
[Unit]
Description=Run Plex backup daily
Requires=plex-backup.service
[Timer]
OnCalendar=daily
Persistent=true
RandomizedDelaySec=30m
[Install]
WantedBy=timers.target
EOF
# Enable and start timer
sudo systemctl daemon-reload
sudo systemctl enable plex-backup.timer
sudo systemctl start plex-backup.timer
```
## Monitoring and Maintenance
### 1. Log Monitoring
Monitor backup logs for issues:
```bash
# Check recent backup logs
tail -f /mnt/share/media/backups/logs/plex-backup-$(date +%Y-%m-%d).log
# Check system logs for backup service
sudo journalctl -u plex-backup.service -f
```
### 2. Performance Log Analysis
```bash
# View performance trends
jq '.[] | select(.operation == "full_backup") | {timestamp, duration_seconds}' \
/home/acedanger/shell/logs/plex-backup-performance.json | tail -10
```
### 3. Regular Validation
Schedule weekly backup validation:
```bash
# Add to crontab
0 3 * * 0 /home/acedanger/shell/validate-plex-backups.sh --report --fix 2>&1 | logger -t plex-backup-validation
```
## Troubleshooting Guide
### Common Issues
#### 1. Permission Denied Errors
```bash
# Fix script permissions
chmod +x /home/acedanger/shell/*.sh
# Fix backup directory permissions
sudo chown -R $(whoami):$(whoami) /mnt/share/media/backups/
```
#### 2. Plex Service Issues
```bash
# Check Plex service status
sudo systemctl status plexmediaserver
# Manually restart if needed
sudo systemctl restart plexmediaserver
```
#### 3. Insufficient Disk Space
```bash
# Check available space
df -h /mnt/share/media/backups/
# Clean old backups manually if needed
./backup-plex.sh # Script will auto-cleanup based on retention policy
```
#### 4. Database Integrity Issues
```bash
# Run integrity check only
sudo ./backup-plex.sh --check-integrity --auto-repair
# Manual database repair if needed
sudo ./backup-plex.sh --auto-repair
```
### Performance Optimization
#### 1. Parallel Processing
- Enable parallel verification for faster backups (default: enabled)
- Disable with `--no-parallel` if experiencing issues
#### 2. Performance Monitoring
- Disable with `--no-performance` if not needed
- Monitor trends to optimize backup timing
#### 3. Notification Optimization
- Use webhooks instead of email for faster notifications
- Configure webhook endpoints with proper error handling
## Security Considerations
### 1. File Permissions
```bash
# Secure backup files
chmod 600 /home/acedanger/shell/logs/plex-backup*.json
chmod 700 /mnt/share/media/backups/plex/
```
### 2. Webhook Security
- Use HTTPS endpoints for webhooks
- Implement webhook signature verification if possible
- Avoid including sensitive data in webhook payloads
### 3. Access Control
- Limit script execution to authorized users
- Consider using dedicated backup user account
- Regularly audit file access permissions
## Backup Retention Strategy
The script automatically manages backup retention:
- **Default**: Keep 10 most recent backups
- **Age-based**: Remove backups older than 30 days
- **Configurable**: Modify `MAX_BACKUPS_TO_KEEP` and `MAX_BACKUP_AGE_DAYS` in script
## Recovery Planning
### 1. Backup Restoration
```bash
# List available backups
./restore-plex.sh --list
# Restore specific backup
sudo ./restore-plex.sh --restore YYYYMMDD
```
### 2. Emergency Procedures
1. Stop Plex service: `sudo systemctl stop plexmediaserver`
2. Backup current data: `./restore-plex.sh --backup-current`
3. Restore from backup: `sudo ./restore-plex.sh --restore YYYYMMDD`
4. Start Plex service: `sudo systemctl start plexmediaserver`
## Success Metrics
Monitor these metrics to ensure backup system health:
- [ ] **Backup Success Rate**: >99% successful backups
- [ ] **Backup Duration**: Consistent timing (tracked in performance logs)
- [ ] **Storage Usage**: Within acceptable limits
- [ ] **Service Downtime**: Minimal Plex service interruption
- [ ] **Notification Delivery**: Reliable alert delivery
- [ ] **Validation Results**: Regular successful backup validation
## Support and Updates
### Getting Help
1. Check logs for error messages
2. Run validation tools for diagnosis
3. Review troubleshooting guide
4. Test with `--check-integrity` for safe debugging
### Script Updates
- Keep scripts updated with latest features
- Test updates in non-production environment first
- Backup current scripts before updating
- Review changelog for breaking changes
---
**Note**: This deployment guide assumes a typical Plex Media Server installation. Adjust paths and configurations based on your specific environment.