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docs/postgres.md
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docs/postgres.md
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# Using Postgres
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Postgres version 9.5 or later is known to work.
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## Install postgres client libraries
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Synapse will require the python postgres client library in order to
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connect to a postgres database.
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- If you are using the [matrix.org debian/ubuntu
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packages](../INSTALL.md#matrixorg-packages), the necessary python
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library will already be installed, but you will need to ensure the
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low-level postgres library is installed, which you can do with
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`apt install libpq5`.
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- For other pre-built packages, please consult the documentation from
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the relevant package.
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- If you installed synapse [in a
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virtualenv](../INSTALL.md#installing-from-source), you can install
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the library with:
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~/synapse/env/bin/pip install matrix-synapse[postgres]
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(substituting the path to your virtualenv for `~/synapse/env`, if
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you used a different path). You will require the postgres
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development files. These are in the `libpq-dev` package on
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Debian-derived distributions.
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## Set up database
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Assuming your PostgreSQL database user is called `postgres`, create a
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user `synapse_user` with:
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su - postgres
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createuser --pwprompt synapse_user
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Before you can authenticate with the `synapse_user`, you must create a
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database that it can access. To create a database, first connect to the
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database with your database user:
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su - postgres
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psql
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and then run:
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CREATE DATABASE synapse
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ENCODING 'UTF8'
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LC_COLLATE='C'
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LC_CTYPE='C'
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template=template0
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OWNER synapse_user;
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This would create an appropriate database named `synapse` owned by the
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`synapse_user` user (which must already have been created as above).
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Note that the PostgreSQL database *must* have the correct encoding set
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(as shown above), otherwise it will not be able to store UTF8 strings.
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You may need to enable password authentication so `synapse_user` can
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connect to the database. See
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<https://www.postgresql.org/docs/11/auth-pg-hba-conf.html>.
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## Tuning Postgres
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The default settings should be fine for most deployments. For larger
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scale deployments tuning some of the settings is recommended, details of
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which can be found at
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<https://wiki.postgresql.org/wiki/Tuning_Your_PostgreSQL_Server>.
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In particular, we've found tuning the following values helpful for
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performance:
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- `shared_buffers`
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- `effective_cache_size`
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- `work_mem`
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- `maintenance_work_mem`
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- `autovacuum_work_mem`
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Note that the appropriate values for those fields depend on the amount
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of free memory the database host has available.
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## Synapse config
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When you are ready to start using PostgreSQL, edit the `database`
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section in your config file to match the following lines:
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database:
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name: psycopg2
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args:
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user: <user>
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password: <pass>
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database: <db>
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host: <host>
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cp_min: 5
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cp_max: 10
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All key, values in `args` are passed to the `psycopg2.connect(..)`
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function, except keys beginning with `cp_`, which are consumed by the
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twisted adbapi connection pool.
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## Porting from SQLite
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### Overview
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The script `synapse_port_db` allows porting an existing synapse server
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backed by SQLite to using PostgreSQL. This is done in as a two phase
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process:
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1. Copy the existing SQLite database to a separate location (while the
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server is down) and running the port script against that offline
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database.
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2. Shut down the server. Rerun the port script to port any data that
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has come in since taking the first snapshot. Restart server against
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the PostgreSQL database.
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The port script is designed to be run repeatedly against newer snapshots
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of the SQLite database file. This makes it safe to repeat step 1 if
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there was a delay between taking the previous snapshot and being ready
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to do step 2.
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It is safe to at any time kill the port script and restart it.
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### Using the port script
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Firstly, shut down the currently running synapse server and copy its
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database file (typically `homeserver.db`) to another location. Once the
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copy is complete, restart synapse. For instance:
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./synctl stop
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cp homeserver.db homeserver.db.snapshot
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./synctl start
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Copy the old config file into a new config file:
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cp homeserver.yaml homeserver-postgres.yaml
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Edit the database section as described in the section *Synapse config*
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above and with the SQLite snapshot located at `homeserver.db.snapshot`
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simply run:
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synapse_port_db --sqlite-database homeserver.db.snapshot \
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--postgres-config homeserver-postgres.yaml
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The flag `--curses` displays a coloured curses progress UI.
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If the script took a long time to complete, or time has otherwise passed
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since the original snapshot was taken, repeat the previous steps with a
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newer snapshot.
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To complete the conversion shut down the synapse server and run the port
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script one last time, e.g. if the SQLite database is at `homeserver.db`
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run:
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synapse_port_db --sqlite-database homeserver.db \
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--postgres-config homeserver-postgres.yaml
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Once that has completed, change the synapse config to point at the
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PostgreSQL database configuration file `homeserver-postgres.yaml`:
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./synctl stop
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mv homeserver.yaml homeserver-old-sqlite.yaml
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mv homeserver-postgres.yaml homeserver.yaml
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./synctl start
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Synapse should now be running against PostgreSQL.
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