matrix-docker-ansible-deploy/docs/maintenance-migrating.md
Suguru Hirahara 20c2aade3e
Edit descriptions about installation of components (#3842)
* Replace installation command shortcut for the "just" program with the most conservative raw ansible-playbook command

This commit replaces installation command shortcut ("recipe") for the "just" program with the raw ansible-playbook command, so that the shortcut will be added to it later. The command is so conservative that failure of the command will mean something is clearly broken.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add comments about using setup-all instead of install-all

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add description about shortcut command with the "just" program to the ansible-playbook command with "setup-all" and "start" tags

It also explains difference between "just install-all" and "just setup-all" recipes. The explanation is based on docs/playbook-tags.md

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update raw ansible-playbook command to have it do what "just install-all" or "just setup-all" does

Since "just install-all" or "just setup-all" invokes "ensure-matrix-users-created" as well, it needs adding to the raw ansible-playbook command.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove "ensure-matrix-users-created" from the raw ansible-playbook command which does not need it

Also: update the "just" recipes accordingly. "just install-all" and "just setup-all" run "ensure-matrix-users-created" tag as well, therefore they need to be replaced with "run-tags" recipes to skip "ensure-matrix-users-created"

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/configuring-playbook-etherpad.md: add ensure-matrix-users-created to the raw ansible-playbook

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add description about "ensure-matrix-users-created" and create a list with description about shortcut commands with "just"

This commit also fixes list item capitalization and punctuation.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add notes bullet lists

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/configuring-playbook-matrix-corporal.md and docs/configuring-playbook-email2matrix.md: adopt common instructions

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Replace "run the installation command" with "run the playbook with tags"

Now that shortcut commands for the "just" program are displayed along with the existing "installation command", this commit replaces "run the installation command" with "run the playbook with tags" in order to prevent misunderstanding and confusion.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Add notes about changing passwords of users specified on vars.yml

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/configuring-playbook-synapse-admin.md: add the playbook command and just recipes

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Remove redundant blank lines

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/configuring-playbook-alertmanager-receiver.md: remove the direction to proceed to Usage

Such a kind of direction is not used on other documentation, so it should be fine to just remove it.

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

* Update docs/importing-synapse-media-store.md: code block for ansible-playbook

Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>

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Signed-off-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
Co-authored-by: Suguru Hirahara <acioustick@noreply.codeberg.org>
2024-12-01 09:42:30 +02:00

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Markdown

# Migrating to new server
This documentation explains how to migrate your Matrix services (server, client, bridges, etc.) and data **from an old server to a new server**.
**Notes**:
- This migration guide is applicable if you migrate from one server to another server having the same CPU architecture (e.g. both servers being `amd64`).
If you're trying to migrate between different architectures (e.g. `amd64` --> `arm64`), simply copying the complete `/matrix` directory is **not** possible as it would move the raw PostgreSQL data (`/matrix/postgres/data`) between different architectures. In this specific case, you can use the guide below as a reference, but you would also need to avoid syncing `/matrix/postgres/data` to the new host, and also dump the database on your current server and import it properly on the new server. See our [Backing up PostgreSQL](maintenance-postgres.md#backing-up-postgresql) docs for help with PostgreSQL backup/restore.
- If you have any questions about migration or encountered an issue during migration, do not hesitate to ask for help on [our Matrix room](https://matrix.to/#/%23matrix-docker-ansible-deploy:devture.com). You probably might want to prepare a temporary/sub account on another Matrix server in case it becomes impossible to use your server due to migration failure by any chance.
- You can't change the domain (specified in the `matrix_domain` variable) after the initial deployment.
## Lower DNS TTL
Prepare by lowering DNS TTL for your domains (`matrix.example.com`, etc.), so that DNS record changes would happen faster, leading to less downtime.
## Stop services on the old server completely
Before migrating, you need to stop all services on the old server and make sure they won't be starting again.
To do so, it is recommended to run the `systemctl` command on the server. Running the playbook's `stop` tag also stops the services, but just once; they will start again if you reboot the server.
Log in to the old server and run the command as `root` (or a user that can run it with `sudo`):
```sh
cd /etc/systemd/system/ && systemctl disable --now matrix*
```
## Copy data directory to the new server
After you've confirmed that all services were stopped, copy the `/matrix` directory from the old server to the new server. When copying, make sure to preserve ownership and permissions (use `cp -p` or `rsync -ar`)!
## Adjust DNS records
Make sure your DNS records are adjusted to point to the new server's IP address.
## Update `inventory/hosts` file
Having adjusted DNS records, replace the old server's external IP address on the `inventory/hosts` file with that of the new server.
## Create `matrix` user and group on the new server
Then, run the command below on your local computer to create the `matrix` user and group on the new server:
```sh
ansible-playbook -i inventory/hosts setup.yml --tags=setup-system-user
```
The shortcut command with `just` program is also available: `just run-tags setup-system-user`
**Note**: because the `matrix` user and group are created dynamically on each server, the user/group ID may differ between the old and new server. We suggest that you adjust ownership of `/matrix` files. To adjust the ownership, log in to the new server and run the command:
```sh
chown -R matrix:matrix /matrix
```
## Install and start all services on the new server
Finally, run the command below on your local computer to finish the installation and start all services:
```sh
ansible-playbook -i inventory/hosts setup.yml --tags=install-all,start
```
The shortcut command with `just` program is also available: `just run-tags install-all,start`
### Check if services work
After starting the services, you probably might want to ensure that you've migrated things correctly and that services are running. For instructions, see: [check if services work](maintenance-checking-services.md)
Having make sure that both services and federation work as expected, you can safely shutdown the old server.