Files
relay/doc/source/migrate.rst
holger krekel 99630e4d1b docs: streamline migration guide wording, provide titled steps (#789)
* docs: update migration guide after nine migration

* use $OLD_IP4 and $NEW_IP4 to make docs more readable. Also streamline "set TTL to 5 minute" phrasing a bit.

* fix tar commands

* refactor: streamline and refactor the migration guide to provide more clarity and focus

* recommend a "higher TTL" concrete value

Co-authored-by: missytake <missytake@systemli.org>

* scriptify another location

---------

Co-authored-by: missytake <missytake@systemli.org>
2025-12-27 13:10:56 +01:00

99 lines
3.1 KiB
ReStructuredText
Raw Permalink Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
Migrating to a new machine
===========================
This migration tutorial provides a step-wise approach
to safely migrate a chatmail relay from one remote machine to another.
Preliminary notes and assumptions
---------------------------------
- If the migration is a planned move,
it's recommended to lower the Time To Live (TTL) of your DNS records to a value such as 300 (5 minutes),
at best much earlier than the actual planned migration.
This speeds up propagation of DNS changes in the Internet after the migration is complete.
- The migration steps were tested with a Linux laptop; you might need to adjust some of the steps to your local environment.
- Your ``mail_domain`` is ``mail.example.org``.
- All remote machines run Debian 12.
- The old sites IP version 4 address is ``$OLD_IP4``.
- The new sites IP addresses are ``$NEW_IP4`` and ``$NEW_IPV6``.
The six steps to migrate
------------------------
Note that during some of the following steps you might get a warning about changed SSH Host keys;
in this case, just run ``ssh-keygen -R "mail.example.org"`` as recommended.
1. **Initially transfer mailboxes from old to new site.**
Login to old site, forwarding your ssh-agent with ``ssh -A``
to allow using ssh to directly copy files from old to new site.
::
ssh -A root@$OLD_IP4
tar c /home/vmail/mail | ssh root@$NEW_IP4 "tar x -C /"
2. **Pre-configure the new site but keep it inactive until step 6**
::
CMDEPLOY_STAGES=install,configure scripts/cmdeploy run --ssh-host $NEW_IP4
3. **It's getting serious: disable mail services on the old site.**
Users will not be able to send or receive messages until all steps are completed.
Other relays and mail servers will retry delivering messages from time to time,
so nothing is lost for users.
::
scripts/cmdeploy run --disable-mail --ssh-host $OLD_IP4
4. **Final synchronization of TLS/DKIM secrets, mail queues and mailboxes.**
Again we use ssh-agent forwarding (``-A``) to allow transfering all important data directly
from the old to the new site.
::
ssh -A root@$OLD_IP4
tar c /var/lib/acme /etc/dkimkeys /var/spool/postfix | ssh root@$NEW_IP4 "tar x -C /"
rsync -azH /home/vmail/mail root@$NEW_IP4:/home/vmail/
Login to the new site and ensure file ownerships are correctly set:
::
ssh root@$NEW_IP4
chown root: -R /var/lib/acme
chown opendkim: -R /etc/dkimkeys
chown vmail: -R /home/vmail/mail
5. **Update the DNS entries to point to the new site.**
You only need to change the ``A`` and ``AAAA`` records, for example:
::
mail.example.org. IN A $NEW_IP4
mail.example.org. IN AAAA $NEW_IP6
6. **Activate chatmail relay on new site.**
::
CMDEPLOY_STAGES=activate scripts/cmdeploy run --ssh-host $NEW_IP4
Voilà!
Users will be able to use the relay as soon as the DNS changes have propagated.
If you have lowered the Time-to-Live for DNS records in step 1,
better use a higher value again (between 14400 and 86400 seconds) once you are sure everything works.