synapse/docs/postgres.md

# Using Postgres

Postgres version 9.5 or later is known to work.

## Install postgres client libraries

Synapse will require the python postgres client library in order to
connect to a postgres database.

-   If you are using the [matrix.org debian/ubuntu
    packages](../INSTALL.md#matrixorg-packages), the necessary python
    library will already be installed, but you will need to ensure the
    low-level postgres library is installed, which you can do with
    `apt install libpq5`.
-   For other pre-built packages, please consult the documentation from
    the relevant package.
-   If you installed synapse [in a
    virtualenv](../INSTALL.md#installing-from-source), you can install
    the library with:

        ~/synapse/env/bin/pip install matrix-synapse[postgres]

    (substituting the path to your virtualenv for `~/synapse/env`, if
    you used a different path). You will require the postgres
    development files. These are in the `libpq-dev` package on
    Debian-derived distributions.

## Set up database

Assuming your PostgreSQL database user is called `postgres`, first authenticate as the database user with:

    su - postgres
    # Or, if your system uses sudo to get administrative rights
    sudo -u postgres bash

Then, create a user ``synapse_user`` with:

    createuser --pwprompt synapse_user

Before you can authenticate with the `synapse_user`, you must create a
database that it can access. To create a database, first connect to the
database with your database user:

    su - postgres # Or: sudo -u postgres bash
    psql

and then run:

    CREATE DATABASE synapse
     ENCODING 'UTF8'
     LC_COLLATE='C'
     LC_CTYPE='C'
     template=template0
     OWNER synapse_user;

This would create an appropriate database named `synapse` owned by the
`synapse_user` user (which must already have been created as above).

Note that the PostgreSQL database *must* have the correct encoding set
(as shown above), otherwise it will not be able to store UTF8 strings.

You may need to enable password authentication so `synapse_user` can
connect to the database. See
<https://www.postgresql.org/docs/current/auth-pg-hba-conf.html>.

If you get an error along the lines of `FATAL:  Ident authentication failed for
user "synapse_user"`, you may need to use an authentication method other than
`ident`:

* If the `synapse_user` user has a password, add the password to the `database:`
  section of `homeserver.yaml`. Then add the following to `pg_hba.conf`:

  ```
  host    synapse     synapse_user    ::1/128     md5  # or `scram-sha-256` instead of `md5` if you use that
  ```

* If the `synapse_user` user does not have a password, then a password doesn't
  have to be added to `homeserver.yaml`. But the following does need to be added
  to `pg_hba.conf`:

  ```
  host    synapse     synapse_user    ::1/128     trust
  ```

Note that line order matters in `pg_hba.conf`, so make sure that if you do add a
new line, it is inserted before:

```
host    all         all             ::1/128     ident
```

### Fixing incorrect `COLLATE` or `CTYPE`

Synapse will refuse to set up a new database if it has the wrong values of
`COLLATE` and `CTYPE` set, and will log warnings on existing databases. Using
different locales can cause issues if the locale library is updated from
underneath the database, or if a different version of the locale is used on any
replicas.

The safest way to fix the issue is to take a dump and recreate the database with
the correct `COLLATE` and `CTYPE` parameters (as shown above). It is also possible to change the
parameters on a live database and run a `REINDEX` on the entire database,
however extreme care must be taken to avoid database corruption.

Note that the above may fail with an error about duplicate rows if corruption
has already occurred, and such duplicate rows will need to be manually removed.


## Tuning Postgres

The default settings should be fine for most deployments. For larger
scale deployments tuning some of the settings is recommended, details of
which can be found at
<https://wiki.postgresql.org/wiki/Tuning_Your_PostgreSQL_Server>.

In particular, we've found tuning the following values helpful for
performance:

-   `shared_buffers`
-   `effective_cache_size`
-   `work_mem`
-   `maintenance_work_mem`
-   `autovacuum_work_mem`

Note that the appropriate values for those fields depend on the amount
of free memory the database host has available.

## Synapse config

When you are ready to start using PostgreSQL, edit the `database`
section in your config file to match the following lines:

```yaml
database:
  name: psycopg2
  args:
    user: <user>
    password: <pass>
    database: <db>
    host: <host>
    cp_min: 5
    cp_max: 10
```

All key, values in `args` are passed to the `psycopg2.connect(..)`
function, except keys beginning with `cp_`, which are consumed by the
twisted adbapi connection pool. See the [libpq
documentation](https://www.postgresql.org/docs/current/libpq-connect.html#LIBPQ-PARAMKEYWORDS)
for a list of options which can be passed.

You should consider tuning the `args.keepalives_*` options if there is any danger of
the connection between your homeserver and database dropping, otherwise Synapse
may block for an extended period while it waits for a response from the
database server. Example values might be:

```yaml
# seconds of inactivity after which TCP should send a keepalive message to the server
keepalives_idle: 10

# the number of seconds after which a TCP keepalive message that is not
# acknowledged by the server should be retransmitted
keepalives_interval: 10

# the number of TCP keepalives that can be lost before the client's connection
# to the server is considered dead
keepalives_count: 3
```

## Porting from SQLite

### Overview

The script `synapse_port_db` allows porting an existing synapse server
backed by SQLite to using PostgreSQL. This is done in as a two phase
process:

1.  Copy the existing SQLite database to a separate location (while the
    server is down) and running the port script against that offline
    database.
2.  Shut down the server. Rerun the port script to port any data that
    has come in since taking the first snapshot. Restart server against
    the PostgreSQL database.

The port script is designed to be run repeatedly against newer snapshots
of the SQLite database file. This makes it safe to repeat step 1 if
there was a delay between taking the previous snapshot and being ready
to do step 2.

It is safe to at any time kill the port script and restart it.

Note that the database may take up significantly more (25% - 100% more)
space on disk after porting to Postgres.

### Using the port script

Firstly, shut down the currently running synapse server and copy its
database file (typically `homeserver.db`) to another location. Once the
copy is complete, restart synapse. For instance:

    ./synctl stop
    cp homeserver.db homeserver.db.snapshot
    ./synctl start

Copy the old config file into a new config file:

    cp homeserver.yaml homeserver-postgres.yaml

Edit the database section as described in the section *Synapse config*
above and with the SQLite snapshot located at `homeserver.db.snapshot`
simply run:

    synapse_port_db --sqlite-database homeserver.db.snapshot \
        --postgres-config homeserver-postgres.yaml

The flag `--curses` displays a coloured curses progress UI.

If the script took a long time to complete, or time has otherwise passed
since the original snapshot was taken, repeat the previous steps with a
newer snapshot.

To complete the conversion shut down the synapse server and run the port
script one last time, e.g. if the SQLite database is at `homeserver.db`
run:

    synapse_port_db --sqlite-database homeserver.db \
        --postgres-config homeserver-postgres.yaml

Once that has completed, change the synapse config to point at the
PostgreSQL database configuration file `homeserver-postgres.yaml`:

    ./synctl stop
    mv homeserver.yaml homeserver-old-sqlite.yaml
    mv homeserver-postgres.yaml homeserver.yaml
    ./synctl start

Synapse should now be running against PostgreSQL.