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https://github.com/MODSetter/SurfSense.git
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feat: add Windows installation script and update README for Linux/MacOS users
This commit is contained in:
Anish Sarkar
parent
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commit
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3 changed files with 675 additions and 0 deletions
332
docker/scripts/migrate-database.ps1
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332
docker/scripts/migrate-database.ps1
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# =============================================================================
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# SurfSense — Database Migration Script (Windows / PowerShell)
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#
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# Extracts data from the legacy all-in-one surfsense-data volume (PostgreSQL 14)
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# and saves it as a SQL dump + SECRET_KEY file ready for install.ps1 to restore.
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#
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# Usage:
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# .\migrate-database.ps1 [options]
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#
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# Options:
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# -DbUser USER Old PostgreSQL username (default: surfsense)
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# -DbPassword PASS Old PostgreSQL password (default: surfsense)
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# -DbName NAME Old PostgreSQL database (default: surfsense)
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# -Yes Skip all confirmation prompts
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#
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# Prerequisites:
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# - Docker Desktop installed and running
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# - The legacy surfsense-data volume must exist
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# - ~500 MB free disk space for the dump file
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#
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# What this script does:
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# 1. Stops any container using surfsense-data (to prevent corruption)
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# 2. Starts a temporary PG14 container against the old volume
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# 3. Dumps the database to .\surfsense_migration_backup.sql
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# 4. Recovers the SECRET_KEY to .\surfsense_migration_secret.key
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# 5. Exits — leaving installation to install.ps1
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#
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# What this script does NOT do:
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# - Delete the original surfsense-data volume (do this manually after verifying)
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# - Install the new SurfSense stack (install.ps1 handles that automatically)
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#
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# Note:
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# install.ps1 downloads and runs this script automatically when it detects the
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# legacy surfsense-data volume. You only need to run this script manually if
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# you have custom database credentials (-DbUser / -DbPassword / -DbName)
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# or if the automatic migration inside install.ps1 fails at the extraction step.
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# =============================================================================
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param(
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[string]$DbUser = "surfsense",
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[string]$DbPassword = "surfsense",
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[string]$DbName = "surfsense",
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[switch]$Yes
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)
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$ErrorActionPreference = 'Stop'
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# ── Constants ────────────────────────────────────────────────────────────────
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$OldVolume = "surfsense-data"
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$TempContainer = "surfsense-pg14-migration"
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$DumpFile = ".\surfsense_migration_backup.sql"
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$KeyFile = ".\surfsense_migration_secret.key"
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$PG14Image = "pgvector/pgvector:pg14"
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$LogFile = ".\surfsense-migration.log"
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# ── Output helpers ───────────────────────────────────────────────────────────
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function Write-Info { param([string]$Msg) Write-Host "[SurfSense] " -ForegroundColor Cyan -NoNewline; Write-Host $Msg }
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function Write-Ok { param([string]$Msg) Write-Host "[SurfSense] " -ForegroundColor Green -NoNewline; Write-Host $Msg }
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function Write-Warn { param([string]$Msg) Write-Host "[SurfSense] " -ForegroundColor Yellow -NoNewline; Write-Host $Msg }
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function Write-Step { param([string]$Step, [string]$Msg) Write-Host "`n-- Step ${Step}: $Msg" -ForegroundColor Cyan }
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function Write-Err { param([string]$Msg) Write-Host "[SurfSense] ERROR: $Msg" -ForegroundColor Red; exit 1 }
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function Log { param([string]$Msg) Add-Content -Path $LogFile -Value $Msg }
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function Confirm-Action {
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param([string]$Prompt)
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if ($Yes) { return }
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$reply = Read-Host "[SurfSense] $Prompt [y/N]"
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if ($reply -notmatch '^[Yy]$') {
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Write-Warn "Aborted."
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exit 0
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}
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}
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# ── Cleanup helper ───────────────────────────────────────────────────────────
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function Remove-TempContainer {
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$containers = docker ps -a --format '{{.Names}}' 2>$null
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if ($containers -and ($containers -split "`n") -contains $TempContainer) {
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Write-Info "Cleaning up temporary container '$TempContainer'..."
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docker stop $TempContainer *>$null
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docker rm $TempContainer *>$null
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}
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}
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# Register cleanup on script exit
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Register-EngineEvent PowerShell.Exiting -Action {
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$containers = docker ps -a --format '{{.Names}}' 2>$null
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if ($containers -and ($containers -split "`n") -contains "surfsense-pg14-migration") {
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docker stop "surfsense-pg14-migration" *>$null
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docker rm "surfsense-pg14-migration" *>$null
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}
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} | Out-Null
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# ── Wait-for-postgres helper ────────────────────────────────────────────────
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function Wait-ForPostgres {
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param(
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[string]$Container,
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[string]$User,
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[string]$Label = "PostgreSQL"
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)
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$maxAttempts = 45
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$attempt = 0
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Write-Info "Waiting for $Label to accept connections..."
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do {
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$attempt++
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if ($attempt -ge $maxAttempts) {
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Write-Err "$Label did not become ready after $($maxAttempts * 2) seconds. Check: docker logs $Container"
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}
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Start-Sleep -Seconds 2
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docker exec $Container pg_isready -U $User -q 2>$null
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} while ($LASTEXITCODE -ne 0)
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Write-Ok "$Label is ready."
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}
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Write-Info "Migrating data from legacy database (PostgreSQL 14 -> 17)"
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"Migration started at $(Get-Date)" | Out-File $LogFile
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# ── Step 0: Pre-flight checks ───────────────────────────────────────────────
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Write-Step "0" "Pre-flight checks"
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if (-not (Get-Command docker -ErrorAction SilentlyContinue)) {
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Write-Err "Docker is not installed. Install Docker Desktop: https://docs.docker.com/desktop/install/windows-install/"
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}
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docker info *>$null
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if ($LASTEXITCODE -ne 0) {
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Write-Err "Docker daemon is not running. Please start Docker Desktop and try again."
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}
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$volumeList = docker volume ls --format '{{.Name}}' 2>$null
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if (-not (($volumeList -split "`n") -contains $OldVolume)) {
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Write-Err "Legacy volume '$OldVolume' not found. Are you sure you ran the old all-in-one SurfSense container?"
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}
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Write-Ok "Found legacy volume: $OldVolume"
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$oldContainer = (docker ps --filter "volume=$OldVolume" --format '{{.Names}}' 2>$null | Select-Object -First 1)
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if ($oldContainer) {
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Write-Warn "Container '$oldContainer' is running and using the '$OldVolume' volume."
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Write-Warn "It must be stopped before migration to prevent data file corruption."
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Confirm-Action "Stop '$oldContainer' now and proceed with data extraction?"
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docker stop $oldContainer *>$null
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if ($LASTEXITCODE -ne 0) {
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Write-Err "Failed to stop '$oldContainer'. Try: docker stop $oldContainer"
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}
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Write-Ok "Container '$oldContainer' stopped."
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}
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if (Test-Path $DumpFile) {
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Write-Warn "Dump file '$DumpFile' already exists."
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Write-Warn "If a previous extraction succeeded, just run install.ps1 now."
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Write-Warn "To re-extract, remove the file first: Remove-Item $DumpFile"
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Write-Err "Aborting to avoid overwriting an existing dump."
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}
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$staleContainers = docker ps -a --format '{{.Names}}' 2>$null
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if ($staleContainers -and ($staleContainers -split "`n") -contains $TempContainer) {
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Write-Warn "Stale migration container '$TempContainer' found - removing it."
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docker stop $TempContainer *>$null
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docker rm $TempContainer *>$null
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}
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$drive = (Get-Item .).PSDrive
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$freeMB = [math]::Floor($drive.Free / 1MB)
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if ($freeMB -lt 500) {
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Write-Warn "Low disk space: $freeMB MB free. At least 500 MB recommended for the dump."
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Confirm-Action "Continue anyway?"
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} else {
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Write-Ok "Disk space: $freeMB MB free."
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}
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Write-Ok "All pre-flight checks passed."
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# ── Confirmation prompt ──────────────────────────────────────────────────────
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Write-Host ""
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Write-Host "Extraction plan:" -ForegroundColor White
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Write-Host " Source volume : " -NoNewline; Write-Host "$OldVolume" -ForegroundColor Yellow -NoNewline; Write-Host " (PG14 data at /data/postgres)"
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Write-Host " Old credentials : user=" -NoNewline; Write-Host "$DbUser" -ForegroundColor Yellow -NoNewline; Write-Host " db=" -NoNewline; Write-Host "$DbName" -ForegroundColor Yellow
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Write-Host " Dump saved to : " -NoNewline; Write-Host "$DumpFile" -ForegroundColor Yellow
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Write-Host " SECRET_KEY to : " -NoNewline; Write-Host "$KeyFile" -ForegroundColor Yellow
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Write-Host " Log file : " -NoNewline; Write-Host "$LogFile" -ForegroundColor Yellow
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Write-Host ""
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Confirm-Action "Start data extraction? (Your original data will not be deleted or modified.)"
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# ── Step 1: Start temporary PostgreSQL 14 container ──────────────────────────
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Write-Step "1" "Starting temporary PostgreSQL 14 container"
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Write-Info "Pulling $PG14Image..."
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docker pull $PG14Image *>$null
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if ($LASTEXITCODE -ne 0) {
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Write-Warn "Could not pull $PG14Image - using cached image if available."
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}
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$dataUid = docker run --rm -v "${OldVolume}:/data" alpine stat -c '%u' /data/postgres 2>$null
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if (-not $dataUid -or $dataUid -eq "0") {
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Write-Warn "Could not detect data directory UID - falling back to default (may chown files)."
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$userFlag = @()
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} else {
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Write-Info "Data directory owned by UID $dataUid - starting temp container as that user."
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$userFlag = @("--user", $dataUid)
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}
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$dockerRunArgs = @(
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"run", "-d",
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"--name", $TempContainer,
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"-v", "${OldVolume}:/data",
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"-e", "PGDATA=/data/postgres",
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"-e", "POSTGRES_USER=$DbUser",
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"-e", "POSTGRES_PASSWORD=$DbPassword",
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"-e", "POSTGRES_DB=$DbName"
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) + $userFlag + @($PG14Image)
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docker @dockerRunArgs *>$null
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if ($LASTEXITCODE -ne 0) {
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Write-Err "Failed to start temporary PostgreSQL 14 container."
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}
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Write-Ok "Temporary container '$TempContainer' started."
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Wait-ForPostgres -Container $TempContainer -User $DbUser -Label "PostgreSQL 14"
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# ── Step 2: Dump the database ────────────────────────────────────────────────
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Write-Step "2" "Dumping PostgreSQL 14 database"
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Write-Info "Running pg_dump - this may take a while for large databases..."
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$pgDumpErrFile = Join-Path $env:TEMP "surfsense_pgdump_err.log"
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docker exec -e "PGPASSWORD=$DbPassword" $TempContainer pg_dump -U $DbUser --no-password $DbName > $DumpFile 2>$pgDumpErrFile
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if ($LASTEXITCODE -ne 0) {
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if (Test-Path $pgDumpErrFile) { Get-Content $pgDumpErrFile | Write-Host -ForegroundColor Red }
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Remove-TempContainer
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Write-Err "pg_dump failed. See above for details."
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}
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if (-not (Test-Path $DumpFile) -or (Get-Item $DumpFile).Length -eq 0) {
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Remove-TempContainer
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Write-Err "Dump file '$DumpFile' is empty. Something went wrong with pg_dump."
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}
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$dumpContent = Get-Content $DumpFile -TotalCount 5 -Raw
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if ($dumpContent -notmatch "PostgreSQL database dump") {
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Remove-TempContainer
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Write-Err "Dump file does not contain a valid PostgreSQL dump header - the file may be corrupt."
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}
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$dumpLines = (Get-Content $DumpFile | Measure-Object -Line).Lines
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if ($dumpLines -lt 10) {
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Remove-TempContainer
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Write-Err "Dump has only $dumpLines lines - suspiciously small. Aborting."
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}
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$dumpSize = "{0:N1} MB" -f ((Get-Item $DumpFile).Length / 1MB)
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Write-Ok "Dump complete: $dumpSize ($dumpLines lines) -> $DumpFile"
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Write-Info "Stopping temporary PostgreSQL 14 container..."
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docker stop $TempContainer *>$null
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docker rm $TempContainer *>$null
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Write-Ok "Temporary container removed."
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# ── Step 3: Recover SECRET_KEY ───────────────────────────────────────────────
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Write-Step "3" "Recovering SECRET_KEY"
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$recoveredKey = ""
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$keyCheck = docker run --rm -v "${OldVolume}:/data" alpine sh -c 'test -f /data/.secret_key && cat /data/.secret_key' 2>$null
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if ($LASTEXITCODE -eq 0 -and $keyCheck) {
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$recoveredKey = $keyCheck.Trim()
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Write-Ok "Recovered SECRET_KEY from '$OldVolume'."
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} else {
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Write-Warn "No SECRET_KEY file found at /data/.secret_key in '$OldVolume'."
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Write-Warn "This means the all-in-one container was launched with SECRET_KEY set as an explicit env var."
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if ($Yes) {
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$bytes = New-Object byte[] 32
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$rng = [System.Security.Cryptography.RNGCryptoServiceProvider]::new()
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$rng.GetBytes($bytes)
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$rng.Dispose()
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$recoveredKey = [Convert]::ToBase64String($bytes)
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Write-Warn "Non-interactive mode: generated a new SECRET_KEY automatically."
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Write-Warn "All active browser sessions will be logged out after migration."
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Write-Warn "To restore your original key, update SECRET_KEY in .\surfsense\.env afterwards."
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} else {
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Write-Warn "Enter the SECRET_KEY from your old container's environment"
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$recoveredKey = Read-Host "[SurfSense] (press Enter to generate a new one - existing sessions will be invalidated)"
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if (-not $recoveredKey) {
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$bytes = New-Object byte[] 32
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$rng = [System.Security.Cryptography.RNGCryptoServiceProvider]::new()
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$rng.GetBytes($bytes)
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$rng.Dispose()
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$recoveredKey = [Convert]::ToBase64String($bytes)
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Write-Warn "Generated a new SECRET_KEY. All active browser sessions will be logged out after migration."
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}
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}
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}
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Set-Content -Path $KeyFile -Value $recoveredKey -NoNewline
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Write-Ok "SECRET_KEY saved to $KeyFile"
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# ── Done ─────────────────────────────────────────────────────────────────────
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Write-Host ""
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Write-Host ("=" * 62) -ForegroundColor Green
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Write-Host " Data extraction complete!" -ForegroundColor Green
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Write-Host ("=" * 62) -ForegroundColor Green
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Write-Host ""
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Write-Ok "Dump file : $DumpFile ($dumpSize)"
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Write-Ok "Secret key: $KeyFile"
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Write-Host ""
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Write-Info "Next step - run install.ps1 from this same directory:"
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Write-Host ""
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Write-Host " irm https://raw.githubusercontent.com/MODSetter/SurfSense/main/docker/scripts/install.ps1 | iex" -ForegroundColor Cyan
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Write-Host ""
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Write-Info "install.ps1 will detect the dump, restore your data into PostgreSQL 17,"
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Write-Info "and start the full SurfSense stack automatically."
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Write-Host ""
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Write-Warn "Keep both files until you have verified the migration:"
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Write-Warn " $DumpFile"
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Write-Warn " $KeyFile"
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Write-Warn "Full log saved to: $LogFile"
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Write-Host ""
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Log "Migration extraction completed successfully at $(Get-Date)"
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