523 lines
18 KiB
Markdown
523 lines
18 KiB
Markdown
---
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title: How to make per-application backups
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eleventyNavigation:
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key: 🔀 Make per-application backups
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parent: How-to guides
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order: 1
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---
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## Multiple backup configurations
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You may find yourself wanting to create different backup policies for
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different applications on your system or even for different backup
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repositories. For instance, you might want one backup configuration for your
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database data directory and a different configuration for your user home
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directories. Or one backup configuration for your local backups with a
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different configuration for your remote repository.
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The way to accomplish that is pretty simple: Create multiple separate
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configuration files and place each one in a `/etc/borgmatic.d/` directory. For
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instance, for applications:
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```bash
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sudo mkdir /etc/borgmatic.d
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sudo generate-borgmatic-config --destination /etc/borgmatic.d/app1.yaml
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sudo generate-borgmatic-config --destination /etc/borgmatic.d/app2.yaml
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```
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Or, for repositories:
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```bash
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sudo mkdir /etc/borgmatic.d
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sudo generate-borgmatic-config --destination /etc/borgmatic.d/repo1.yaml
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sudo generate-borgmatic-config --destination /etc/borgmatic.d/repo2.yaml
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```
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When you set up multiple configuration files like this, borgmatic will run
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each one in turn from a single borgmatic invocation. This includes, by
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default, the traditional `/etc/borgmatic/config.yaml` as well.
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Each configuration file is interpreted independently, as if you ran borgmatic
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for each configuration file one at a time. In other words, borgmatic does not
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perform any merging of configuration files by default. If you'd like borgmatic
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to merge your configuration files, for instance to avoid duplication of
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settings, see below about configuration includes.
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Additionally, the `~/.config/borgmatic.d/` directory works the same way as
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`/etc/borgmatic.d`.
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If you need even more customizability, you can specify alternate configuration
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paths on the command-line with borgmatic's `--config` flag. (See `borgmatic
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--help` for more information.) For instance, if you want to schedule your
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various borgmatic backups to run at different times, you'll need multiple
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entries in your [scheduling software of
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choice](https://torsion.org/borgmatic/docs/how-to/set-up-backups/#autopilot),
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each entry using borgmatic's `--config` flag instead of relying on
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`/etc/borgmatic.d`.
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## Archive naming
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If you've got multiple borgmatic configuration files, you might want to create
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archives with different naming schemes for each one. This is especially handy
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if each configuration file is backing up to the same Borg repository but you
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still want to be able to distinguish backup archives for one application from
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another.
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borgmatic supports this use case with an `archive_name_format` option. The
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idea is that you define a string format containing a number of [Borg
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placeholders](https://borgbackup.readthedocs.io/en/stable/usage/help.html#borg-placeholders),
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and borgmatic uses that format to name any new archive it creates. For
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instance:
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```yaml
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storage:
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...
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archive_name_format: home-directories-{now}
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```
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This means that when borgmatic creates an archive, its name will start with
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the string `home-directories-` and end with a timestamp for its creation time.
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If `archive_name_format` is unspecified, the default is
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`{hostname}-{now:%Y-%m-%dT%H:%M:%S.%f}`, meaning your system hostname plus a
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timestamp in a particular format.
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<span class="minilink minilink-addedin">New in version 1.7.11</span> borgmatic
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uses the `archive_name_format` option to automatically limit which archives
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get used for actions operating on multiple archives. This prevents, for
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instance, duplicate archives from showing up in `rlist` or `info` results—even
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if the same repository appears in multiple borgmatic configuration files. To
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take advantage of this feature, use a different `archive_name_format` in each
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configuration file.
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Under the hood, borgmatic accomplishes this by substituting globs for certain
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ephemeral data placeholders in your `archive_name_format`—and using the result
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to filter archives when running supported actions.
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For instance, let's say that you have this in your configuration:
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```yaml
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storage:
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...
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archive_name_format: {hostname}-user-data-{now}
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```
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borgmatic considers `{now}` an emphemeral data placeholder that will probably
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change per archive, while `{hostname}` won't. So it turns the example value
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into `{hostname}-user-data-*` and applies it to filter down the set of
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archives used for actions like `rlist`, `info`, `prune`, `check`, etc.
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The end result is that when borgmatic runs the actions for a particular
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application-specific configuration file, it only operates on the archives
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created for that application. But this doesn't apply to actions like `compact`
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that operate on an entire repository.
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If this behavior isn't quite smart enough for your needs, you can use the
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`match_archives` option to override the pattern that borgmatic uses for
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filtering archives. For example:
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```yaml
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storage:
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...
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archive_name_format: {hostname}-user-data-{now}
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match_archives: sh:myhost-user-data-*
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```
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For Borg 1.x, use a shell pattern for the `match_archives` value and see the
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[Borg patterns
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documentation](https://borgbackup.readthedocs.io/en/stable/usage/help.html#borg-help-patterns)
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for more information. For Borg 2.x, see the [match archives
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documentation](https://borgbackup.readthedocs.io/en/2.0.0b5/usage/help.html#borg-help-match-archives).
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Some borgmatic command-line actions also have a `--match-archives` flag that
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overrides both the auto-matching behavior and the `match_archives`
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configuration option.
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<span class="minilink minilink-addedin">Prior to 1.7.11</span> The way to
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limit the archives used for the `prune` action was a `prefix` option in the
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`retention` section for matching against the start of archive names. And the
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option for limiting the archives used for the `check` action was a separate
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`prefix` in the `consistency` section. Both of these options are deprecated in
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favor of the auto-matching behavior (or `match_archives`/`--match-archives`)
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in newer versions of borgmatic.
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## Configuration includes
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Once you have multiple different configuration files, you might want to share
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common configuration options across these files with having to copy and paste
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them. To achieve this, you can put fragments of common configuration options
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into a file, and then include or inline that file into one or more borgmatic
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configuration files.
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Let's say that you want to include common retention configuration across all
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of your configuration files. You could do that in each configuration file with
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the following:
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```yaml
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location:
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...
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retention:
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!include /etc/borgmatic/common_retention.yaml
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```
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And then the contents of `common_retention.yaml` could be:
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```yaml
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keep_hourly: 24
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keep_daily: 7
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```
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To prevent borgmatic from trying to load these configuration fragments by
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themselves and complaining that they are not valid configuration files, you
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should put them in a directory other than `/etc/borgmatic.d/`. (A subdirectory
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is fine.)
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When a configuration include is a relative path, borgmatic loads it from either
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the current working directory or from the directory containing the file doing
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the including.
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Note that this form of include must be a YAML value rather than a key. For
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example, this will not work:
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```yaml
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location:
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...
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# Don't do this. It won't work!
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!include /etc/borgmatic/common_retention.yaml
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```
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But if you do want to merge in a YAML key *and* its values, keep reading!
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## Include merging
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If you need to get even fancier and merge in common configuration options, you
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can perform a YAML merge of included configuration using the YAML `<<` key.
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For instance, here's an example of a main configuration file that pulls in
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retention and consistency options via a single include:
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```yaml
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<<: !include /etc/borgmatic/common.yaml
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location:
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...
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```
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This is what `common.yaml` might look like:
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```yaml
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retention:
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keep_hourly: 24
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keep_daily: 7
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consistency:
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checks:
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- name: repository
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```
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Once this include gets merged in, the resulting configuration would have all
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of the `location` options from the original configuration file *and* the
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`retention` and `consistency` options from the include.
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Prior to borgmatic version 1.6.0, when there's a section collision between the
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local file and the merged include, the local file's section takes precedence.
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So if the `retention` section appears in both the local file and the include
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file, the included `retention` is ignored in favor of the local `retention`.
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But see below about deep merge in version 1.6.0+.
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Note that this `<<` include merging syntax is only for merging in mappings
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(configuration options and their values). But if you'd like to include a
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single value directly, please see the section above about standard includes.
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Additionally, there is a limitation preventing multiple `<<` include merges
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per section. So for instance, that means you can do one `<<` merge at the
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global level, another `<<` within each configuration section, etc. (This is a
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YAML limitation.)
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### Deep merge
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<span class="minilink minilink-addedin">New in version 1.6.0</span> borgmatic
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performs a deep merge of merged include files, meaning that values are merged
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at all levels in the two configuration files. This allows you to include
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common configuration—up to full borgmatic configuration files—while overriding
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only the parts you want to customize.
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For instance, here's an example of a main configuration file that pulls in two
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retention options via an include and then overrides one of them locally:
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```yaml
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<<: !include /etc/borgmatic/common.yaml
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location:
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...
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retention:
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keep_daily: 5
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```
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This is what `common.yaml` might look like:
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```yaml
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retention:
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keep_hourly: 24
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keep_daily: 7
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```
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Once this include gets merged in, the resulting configuration would have a
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`keep_hourly` value of `24` and an overridden `keep_daily` value of `5`.
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When there's an option collision between the local file and the merged
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include, the local file's option takes precedence.
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#### List merge
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<span class="minilink minilink-addedin">New in version 1.6.1</span> Colliding
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list values are appended together.
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<span class="minilink minilink-addedin">New in version 1.7.12</span> If there
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is a list value from an include that you *don't* want in your local
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configuration file, you can omit it with an `!omit` tag. For instance:
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```yaml
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<<: !include /etc/borgmatic/common.yaml
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location:
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source_directories:
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- !omit /home
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- /var
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```
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And `common.yaml` like this:
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```yaml
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location:
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source_directories:
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- /home
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- /etc
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```
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Once this include gets merged in, the resulting configuration will have a
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`source_directories` value of `/etc` and `/var`—with `/home` omitted.
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This feature currently only works on scalar (e.g. string or number) list items
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and will not work elsewhere in a configuration file. Be sure to put the
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`!omit` tag *before* the list item (after the dash). Putting `!omit` after the
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list item will not work, as it gets interpreted as part of the string. Here's
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an example of some things not to do:
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```yaml
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<<: !include /etc/borgmatic/common.yaml
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location:
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source_directories:
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# Do not do this! It will not work. "!omit" belongs before "/home".
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- /home !omit
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# Do not do this either! "!omit" only works on scalar list items.
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repositories: !omit
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# Also do not do this for the same reason! This is a list item, but it's
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# not a scalar.
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- !omit path: repo.borg
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```
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Additionally, the `!omit` tag only works in a configuration file that also
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performs a merge include with `<<: !include`. It doesn't make sense within,
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for instance, an included configuration file itself (unless it in turn
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performs its own merge include). That's because `!omit` only applies to the
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file doing the include; it doesn't work in reverse or propagate through
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includes.
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### Shallow merge
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Even though deep merging is generally pretty handy for included files,
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sometimes you want specific sections in the local file to take precedence over
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included sections—without any merging occurring for them.
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<span class="minilink minilink-addedin">New in version 1.7.12</span> That's
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where the `!retain` tag comes in. Whenever you're merging an included file
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into your configuration file, you can optionally add the `!retain` tag to
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particular local mappings or lists to retain the local values and ignore
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included values.
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For instance, start with this configuration file containing the `!retain` tag
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on the `retention` mapping:
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```yaml
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<<: !include /etc/borgmatic/common.yaml
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location:
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repositories:
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- path: repo.borg
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retention: !retain
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keep_daily: 5
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```
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And `common.yaml` like this:
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```yaml
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location:
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repositories:
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- path: common.borg
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retention:
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keep_hourly: 24
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keep_daily: 7
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```
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Once this include gets merged in, the resulting configuration will have a
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`keep_daily` value of `5` and nothing else in the `retention` section. That's
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because the `!retain` tag says to retain the local version of `retention` and
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ignore any values coming in from the include. But because the `repositories`
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list doesn't have a `!retain` tag, it still gets merged together to contain
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both `common.borg` and `repo.borg`.
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The `!retain` tag can only be placed on mappings and lists, and it goes right
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after the name of the option (and its colon) on the same line. The effects of
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`!retain` are recursive, meaning that if you place a `!retain` tag on a
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top-level mapping, even deeply nested values within it will not be merged.
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Additionally, the `!retain` tag only works in a configuration file that also
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performs a merge include with `<<: !include`. It doesn't make sense within,
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for instance, an included configuration file itself (unless it in turn
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performs its own merge include). That's because `!retain` only applies to the
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file doing the include; it doesn't work in reverse or propagate through
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includes.
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## Debugging includes
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<span class="minilink minilink-addedin">New in version 1.7.12</span> If you'd
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like to see what the loaded configuration looks like after includes get merged
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in, run `validate-borgmatic-config` on your configuration file:
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```bash
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sudo validate-borgmatic-config --show
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```
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You'll need to specify your configuration file with `--config` if it's not in
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a default location.
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This will output the merged configuration as borgmatic sees it, which can be
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helpful for understanding how your includes work in practice.
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## Configuration overrides
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In more complex multi-application setups, you may want to override particular
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borgmatic configuration file options at the time you run borgmatic. For
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instance, you could reuse a common configuration file for multiple
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applications, but then set the repository for each application at runtime. Or
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you might want to try a variant of an option for testing purposes without
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actually touching your configuration file.
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Whatever the reason, you can override borgmatic configuration options at the
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command-line via the `--override` flag. Here's an example:
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```bash
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borgmatic create --override location.remote_path=/usr/local/bin/borg1
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```
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What this does is load your configuration files, and for each one, disregard
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the configured value for the `remote_path` option in the `location` section,
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and use the value of `/usr/local/bin/borg1` instead.
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You can even override multiple values at once. For instance:
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```bash
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borgmatic create --override section.option1=value1 section.option2=value2
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```
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This will accomplish the same thing:
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```bash
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borgmatic create --override section.option1=value1 --override section.option2=value2
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```
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Note that each value is parsed as an actual YAML string, so you can even set
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list values by using brackets. For instance:
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```bash
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borgmatic create --override location.repositories=[test1.borg,test2.borg]
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```
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Or even a single list element:
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```bash
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borgmatic create --override location.repositories=[/root/test.borg]
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```
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If your override value contains special YAML characters like colons, then
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you'll need quotes for it to parse correctly:
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```bash
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borgmatic create --override location.repositories="['user@server:test.borg']"
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```
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There is not currently a way to override a single element of a list without
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replacing the whole list.
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Note that if you override an option of the list type (like
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`location.repositories`), you do need to use the `[ ]` list syntax. See the
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[configuration
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reference](https://torsion.org/borgmatic/docs/reference/configuration/) for
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which options are list types. (YAML list values look like `- this` with an
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indentation and a leading dash.)
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Be sure to quote your overrides if they contain spaces or other characters
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that your shell may interpret.
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An alternate to command-line overrides is passing in your values via [environment variables](https://torsion.org/borgmatic/docs/how-to/provide-your-passwords/).
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## Constant interpolation
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<span class="minilink minilink-addedin">New in version 1.7.10</span> Another
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tool is borgmatic's support for defining custom constants. This is similar to
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the [variable interpolation
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feature](https://torsion.org/borgmatic/docs/how-to/add-preparation-and-cleanup-steps-to-backups/#variable-interpolation)
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for command hooks, but the constants feature lets you substitute your own
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custom values into anywhere in the entire configuration file. (Constants don't
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work across includes or separate configuration files though.)
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Here's an example usage:
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```yaml
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constants:
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user: foo
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archive_prefix: bar
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location:
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source_directories:
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- /home/{user}/.config
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- /home/{user}/.ssh
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...
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storage:
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archive_name_format: '{archive_prefix}-{now}'
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```
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In this example, when borgmatic runs, all instances of `{user}` get replaced
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with `foo` and all instances of `{archive-prefix}` get replaced with `bar-`.
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(And in this particular example, `{now}` doesn't get replaced with anything,
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but gets passed directly to Borg.) After substitution, the logical result
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looks something like this:
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```yaml
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location:
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source_directories:
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- /home/foo/.config
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- /home/foo/.ssh
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...
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storage:
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archive_name_format: 'bar-{now}'
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```
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An alternate to constants is passing in your values via [environment
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variables](https://torsion.org/borgmatic/docs/how-to/provide-your-passwords/).
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