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Add documentation for the process we used to fix #1090
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# Moving a Heroku Managed Postgres DB to Pulumi Managed AWS RDS | ||
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## Preparation | ||
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You will need to gather some information about the Heroku managed application and its database before you start. You'll need the | ||
[Heroku CLI](https://devcenter.heroku.com/articles/heroku-cli) with auehenticated access to the application in question to continue. | ||
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You'll also need the postgresql tools, specifically the `pg_dump` and `psql` tools. | ||
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Record the following information somewhere persistent that you'll be able to refer back to through this process. I like using my [notes](https://joplinapp.org/). | ||
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- The Heroku application's name. Our convention is generally <application>-<environment> so for the CI environment of the micromasters | ||
application, you'd use `micromasters-ci`. | ||
- The applications's `DATABASE_URL`. You can obtain this with the following invocation: `heroku config:get DATABASE_URL -a <your app>` | ||
- The currently attached Heroku database name as well as the alias they have assigned to it by default. You can get this with: | ||
`heroku addons -a <application> | grep -i postgres` for example: | ||
``` | ||
╰ ➤ heroku addons -a micromasters-ci | grep -i postgres | ||
heroku-postgresql (postgresql-rigid-71273) mini $5/month created | ||
└─ as HEROKU_POSTGRES_YELLOW | ||
``` | ||
so in this case we see that postgresql-rigid-71273 is attached as HEROKU_POSTGRES_YELLOW | ||
- A set of URLs to browse when the transition is done to ensure everything is working properly. You should also browse them before the transition to note how | ||
everything looks. | ||
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## Building the Infrastructure with Pulumi | ||
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<!-- TODO: My branch might vanish. Change this to a CR when one exists. --> | ||
Describing in detail how to code the necessary resources to build the AWS RDS Postgres instance and associated S3 bucket, IAM rules, VPC peerings | ||
etc. is beyond the scope of this ducument. You can see what I did in my [Github branch](https://github.com/mitodl/ol-infrastructure/tree/cpatti_micromasters_pulumi). | ||
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Once the infrastructure is properly built, you'll need to record the new AWS RDS Postgres instance's endpoint. You can do this from within | ||
the directory for the application you're working on. For my current project, that's `ol-infrastructure/src/ol_infrastructure/applications/micromasters` | ||
with this: 'poetry run pulumi stack export -s applications.micromasters.CI | grep -i endpoint' but obviously sub your app in for micromasters. | ||
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You'll also need to retrieve the database password from Vault using Pulumi. You can do that with the following invocation: | ||
`poetry run pulumi config get "micromasters:db_password"` | ||
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## Dump Heroku Managed DB | ||
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Use something like the following invocation to dump the contents of the current application database. | ||
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`pg_dump -x -O $(heroku config:get DATABASE_URL -a micromasters-rc) > micromasters_qa_db_dump.sql` | ||
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Obviously, substitute your app for micromasters and your environment for rc/qa. | ||
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(Aside: We use rc and qa interchangably here). | ||
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Examine the dump in your editor (read-only to be safe) and ensure that all the necessary components are present: Schema, data, foreign keys, and the like. | ||
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## Construct A New DATABASE_URL | ||
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I suggest doing this in a text file you can source easily since you'll be working with this database a bit for this project. I keep such things in an 'envsnips' folder | ||
in my home directory. | ||
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The file should look something like: | ||
``` | ||
export DATABASE_URL=postgresql://oldevops:<password you pulled from Pulumi config>@micromasters-ci-app-db.cbnm7ajau6mi.us-east-1.rds.amazonaws.com:5432/micromasters | ||
``` | ||
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Make sure the URL has the following components: | ||
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- `postgresql://` is the protocol identifier followed by a :. | ||
- 'oldevops' is the database user, then another :. | ||
- the database password we pulled from Pulumi above, followed by an @ sign. | ||
- The endpoint hostname we retrieved from Pulumi earlier, followed by a :. | ||
- The port number. We usually use 5432. Then a /. | ||
- The database name. | ||
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If your URL is missing any of these it will not work. Once you've finished write out your file and source it in your shell. | ||
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Now, test that you can connect using the URL you just built with: | ||
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`psql $DATABASE_URL` | ||
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If you get an access denied message, make sure you got the correct password for the app and environment (e.g. CI, QA or production) and check the | ||
other components. | ||
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We'll assume $DATABASE_URL is set to to the new RDS database we've created for the rest of the runbook. | ||
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## Restore Dump Into AWS RDS DB | ||
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Using the DATABASE_URL we just created and tested, we can now restore the data we dumped in the prior step into the new DB: | ||
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`psql $DATABASE_URL < micromasters_qa_db_dump.sql` | ||
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You will see a lot of output representing each statement as it's processed by the DB. You shouldn't see any errors here. | ||
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## Coordinate Transition | ||
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In the process of changing the database out from under a running application, there will be some small period of down time, so it's important to coordinate with | ||
all the appropriate stakeholders and leadership before you do. | ||
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## Perform The Final Transition | ||
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At the time, it's important that you perform the following steps quickly in succession, because once you detach the current DB, the application will be down. | ||
Keep this as brief as possible. | ||
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You may wish to cue up the commands you want to run in a text file somewhere you can eaily review them, and then cut and paste them into your shell when the | ||
time comes. | ||
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### Create An Additional DB Attachment | ||
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You'll need to create an additional attachment for the current DB: | ||
`heroku addons:attach postgresql-amorphous-36035 --as HEROKU_POSTGRES_DB` | ||
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Substitute your db instance you gathered above. HEROKU_POSTGRES_DB is just an alias we can use if we should need to roll back. | ||
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### Detach The Current Database | ||
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This is where you'll need to use the Heroku managed database instance above, along with the Heroku application name we collected. Substitute accordingly | ||
into the following invocation: | ||
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`heroku addons:detach postgresql-amorphous-36035 -a micromasters-rc` | ||
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### Change the DATABASE_URL to the New RDS Instance | ||
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Ensuring that your DATABASE_URL environment variable is properly set to your new RDS from the above steps, use it to set DATABASE_URL in the heroku app: | ||
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`heroku config:set -a micromasters-rc DATABASE_URL=$DATABASE_URL` | ||
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Now immediately print out the value you just set to ensure that all looks good: | ||
`heroku config:get -a micromasters-rc DATABASE_URL` | ||
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## Test Your Work | ||
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You should carefully test the application you just transitioned to ensure everything works using the set of URLs you gathered at the beginning. | ||
- Do the pages have all the elements they should? | ||
- Are images loading? | ||
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## How To Roll Back | ||
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If something goes wrong and you need to roll back, don't panic! | ||
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All you need to do is promote the old Heroku managed DB back into use: | ||
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`heroku pg:promote --app micromasters-ci postgresql-rigid-71273` | ||
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Obviously substitute your db and application for the ones above. | ||
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Re-run your tests as defined above to make sure everything's working right post-rollback. |