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Add experimental postgresql store engine support (#188)
* postgres store engine * add steps to rollback postgres data * add steps to rollback postgres data * add missing steps * fix migration errors
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@@ -138,6 +138,7 @@ export const docsNavigation = [
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{ title: 'Quickstart guide', href: '/selfhosted/selfhosted-quickstart' },
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{ title: 'Advanced guide', href: '/selfhosted/selfhosted-guide' },
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{ title: 'Management SQLite Store', href: '/selfhosted/sqlite-store'},
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{ title: 'Management Postgres Store', href: '/selfhosted/postgres-store'},
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{ title: 'Supported IdPs', href: '/selfhosted/identity-providers' },
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{ title: 'Management geolocation', href: '/selfhosted/geo-support' },
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{ title: 'Troubleshooting', href: '/selfhosted/troubleshooting' },
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197
src/pages/selfhosted/postgres-store.mdx
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197
src/pages/selfhosted/postgres-store.mdx
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# Management Postgresql store
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<Note>
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This feature provides experimental support for using Postgres as the storage engine. Please use with caution and ensure proper testing in your environment.
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</Note>
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## Using Postgres for fresh installations
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As of version 0.26.0, the default configuration for fresh installations is SQLite storage.
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However, users have the option to leverage the benefits of Postgres for new instances beginning from version `<version>`.
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To enable Postgres, add to your `setup.env` the following variable:
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```bash
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NETBIRD_STORE_CONFIG_ENGINE=postgres
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```
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This will result in a configuration similar to the following in your `management.json` file:
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```json
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"StoreConfig": {
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"Engine": "postgres"
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}
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```
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You can switch back to sqlite storage by setting the `NETBIRD_STORE_CONFIG_ENGINE` variable to `sqlite`.
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<Note>
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Switching between storage options requires migration steps to prevent data loss.
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</Note>
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## Migrating from SQLite store to Postgres store
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This migration process allows users to seamlessly transition between storage options while maintaining data integrity.
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<Note>
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The following commands assume you use the latest docker version with the compose plugin. If you have docker-compose installed as a standalone, please use docker-compose as a command.
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</Note>
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1. Backup your data store (`store.db` in `datadir` - default `/var/lib/netbird/`)
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```bash
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mkdir backup
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docker compose cp -a management:/var/lib/netbird/. backup/
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```
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2. Import Sqlite data to Postgres
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For migrating the Sqlite data we rely on the [pgloader](https://github.com/dimitri/pgloader) tool. You can install it by running
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`sudo apt-get install pgloader` on debian or `brew install pgloader` on MacOS.
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```bash
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pgloader --type sqlite backup/store.db "postgresql://<PG_USER>:<PG_PASSWORD>@<PG_HOST>:<PG_PORT>/<PG_DB_NAME>"
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```
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3. Resolve any compatibility issues that may arise due to the migration process.
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<Note>
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As of version 0.26.0, NetBird used SQLite as its default database store. However, SQLite lacked support for cascading deletions,
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which means that related entries were not automatically removed when their parent entries were deleted.
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With the migration to PostgreSQL, foreign key constraints are enforced, including cascading deletes, to ensure referential integrity.
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</Note>
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To address this, you can execute the following SQL commands in your PostgreSQL database:
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```sql
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DELETE FROM policy_rules WHERE policy_rules.policy_id NOT IN (SELECT id FROM policies);
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```
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```sql
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DELETE FROM routes WHERE routes.account_id NOT IN (SELECT id FROM accounts);
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```
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```sql
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DELETE FROM name_server_groups WHERE name_server_groups.account_id NOT IN (SELECT id FROM accounts);
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```
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4. Enable Postgres by updating the `management.json` file and setting the `Engine` field to `postgres` as the following example:
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```json
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"StoreConfig": {
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"Engine": "postgres"
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}
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```
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5. Create `.env` file with the following content:
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```bash
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NETBIRD_STORE_ENGINE_POSTGRES_DSN="host=<PG_HOST> user=<PG_USER> password=<PG_PASSWORD> dbname=<PG_DB_NAME> port=<PG_PORT>"
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```
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6. Update `docker-compose.yml` file to pass the postgres configuration to the `management` container
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```yaml
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environment:
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- NETBIRD_STORE_ENGINE_POSTGRES_DSN=${NETBIRD_STORE_ENGINE_POSTGRES_DSN}
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env_file:
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- .env
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```
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7. Restart the management service
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```bash
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docker compose restart management
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```
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8. Check logs to confirm the store switch:
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```bash
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docker compose logs management
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```
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You should see an entry similar to:
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```
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2024-05-10T15:09:34Z INFO management/server/store.go:109: using Postgres store engine
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```
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## Rollback to Sqlite store
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To rollback to the Sqlite store, follow these steps:
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<Note>
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The following commands assume you use the latest docker version with the compose plugin. If you have docker-compose installed as a standalone, please use docker-compose as a command.
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</Note>
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1. Restore `store.db` backup
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```bash
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docker compose cp backup/. management:/var/lib/netbird/
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```
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2. Enable SQLite by updating the `management.json` file and setting the `Engine` field to `sqlite` as the following example:
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```json
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"StoreConfig": {
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"Engine": "sqlite"
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}
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```
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3. Restart the Management service.
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```bash
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docker compose restart management
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```
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4. Check logs to confirm the store switch:
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```bash
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docker compose logs management
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```
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You should see an entry similar to:
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```
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2024-05-10T15:09:34Z INFO management/server/store.go:109: using SQLite file store engine
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```
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## Optional Rollback Postgres data to Sqlite
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This is optional and should be used only if you want to rollback the data from Postgres to SQLite while running the same NetBird version.
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For migrating the Postgres data, we rely on the `pg_dump`, `sed`, and `sqlite3` tools. Make sure these are installed before proceeding
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1. Export Postgres data
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```bash
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pg_dump --data-only --inserts "postgresql://<PG_USER>:<PG_PASSWORD>@<PG_HOST>:<PG_PORT>/<PG_DB_NAME>" > data.sql
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```
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2. Convert exported Postgres data sql to Sqlite format
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```bash
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sed \
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-e 's/\\\\:/\:/g' \
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-e 's/\\\\//g' \
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-e 's/\\\\;/;/g' \
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-e '/^SET /d' \
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-e '/setval/d' \
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-e "s/'true'/1/g" \
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-e "s/'false'/0/g" \
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-e 's/public\.//' \
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-e '/^[[:space:]]*SELECT/d' data.sql > data.sql
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```
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3. Generate database schema from Sqlite backup
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```bash
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sqlite3 backup/store.db '.schema' > schema.sql
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````
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4. Create Sqlite database with Postgres exported data
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```bash
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sqlite3 store.db '.read schema.sql' && sqlite3 store.db '.read data.sql'
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```
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5. Copy db to the management container
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```bash
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docker compose cp store.db management:/var/lib/netbird/store.db
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```
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6. Enable SQLite by updating the `management.json` file and setting the `Engine` field to `sqlite` as the following example:
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```json
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"StoreConfig": {
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"Engine": "sqlite"
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}
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```
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7. Restart the Management service.
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```bash
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docker compose restart management
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```
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8. Check logs to confirm the store switch:
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```bash
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docker compose logs management
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```
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You should see an entry similar to:
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```
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2024-05-10T15:09:34Z INFO management/server/store.go:109: using SQLite file store engine
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```
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