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Fortress Migration Guide

🎯 Overview

This guide provides procedures for migrating between Fortress versions, upgrading configurations, and migrating data between deployments.

⚠️ Important: Fortress is currently in Alpha stage. Migration procedures may change significantly between versions.

📋 Migration Planning

Pre-Migration Checklist

  • Review Production Readiness Matrix for current limitations
  • Create full system backup
  • Test migration in staging environment
  • Schedule maintenance window
  • Prepare rollback plan
  • Document current configuration
  • Verify system requirements for new version

Migration Types

  1. Version Upgrade: Migrate between Fortress versions
  2. Configuration Migration: Update configuration formats
  3. Data Migration: Move data between deployments
  4. Platform Migration: Move between different platforms/OS

🔄 Version Migration

Supported Migration Paths

From Version To Version Support Level Notes
0.1.0 0.2.0 Supported Breaking changes expected
0.1.0 0.3.0 Not Supported Migrate to 0.2.0 first
0.2.0 0.3.0 Planned Future compatibility

Pre-Migration Preparation

# 1. Check current version
fortress --version

# 2. Export current configuration
fortress config export --output current_config.toml

# 3. Create backup
fortress backup create --name pre-migration-backup

# 4. Verify system health
fortress health --all

# 5. Document current state
fortress info --all > pre_migration_state.txt

Migration Procedure

Step 1: Stop Services

# Stop Fortress gracefully
fortress server stop --graceful

# Verify all processes stopped
ps aux | grep fortress

# Check no active connections
netstat -tulpn | grep :8080

Step 2: Backup Data

# Create full backup
fortress backup create --name version-migration-backup --full

# Export all data
fortress export --all --output data_export_$(date +%Y%m%d).tar.gz

# Verify backup integrity
fortress backup verify --name version-migration-backup

Step 3: Update Fortress

# Download new version
wget https://github.com/Genius740Code/Fortress/releases/latest/download/fortress-linux-amd64-latest

# Verify download
sha256sum fortress-linux-amd64-latest

# Stop old version
sudo systemctl stop fortress

# Replace binary
sudo mv fortress-linux-amd64-latest /usr/local/bin/fortress
sudo chmod +x /usr/local/bin/fortress

# Verify new version
fortress --version

Step 4: Migrate Configuration

# Check configuration compatibility
fortress config check --migrate-from 0.1.0

# Auto-migrate configuration
fortress config migrate --from 0.1.0 --to 0.2.0

# Review migrated configuration
fortress config show

# Fix any manual configuration issues
fortress config set server.host 0.0.0.0
fortress config set server.port 8080

Step 5: Start New Version

# Start Fortress with new version
fortress server start

# Verify startup
fortress status --detailed

# Check health
fortress health --all

# Verify data access
fortress data verify --sample-size 100

Step 6: Post-Migration Verification

# Test all operations
fortress test --all

# Verify encryption
fortress key test --all

# Check API functionality
curl -f http://localhost:8080/health

# Verify data integrity
fortress data verify --all

Rollback Procedure

If migration fails:

# 1. Stop new version
fortress server stop

# 2. Restore previous binary
sudo mv /usr/local/bin/fortress.backup /usr/local/bin/fortress

# 3. Restore configuration
fortress config import --input current_config.toml

# 4. Restore data if needed
fortress restore --name pre-migration-backup

# 5. Start previous version
fortress server start

# 6. Verify rollback
fortress status --detailed

⚙️ Configuration Migration

Configuration Format Changes

Version 0.1.0 to 0.2.0 Changes

Old Format (0.1.0):

[server]
host = "localhost"
port = 8080

[database]
path = "/var/lib/fortress/data"

[encryption]
algorithm = "aes256"

New Format (0.2.0):

[server]
host = "0.0.0.0"
port = 8080
workers = 4

[database]
type = "sqlite"
path = "/var/lib/fortress/data"
connection_pool_size = 10

[encryption]
default_algorithm = "aegis256"
key_rotation_interval = "24h"
auto_rotation = true

[logging]
level = "info"
format = "json"
file = "/var/log/fortress/fortress.log"

Automatic Configuration Migration

# Migrate configuration automatically
fortress config migrate --auto

# Review changes
fortress config diff --before current_config.toml --after current_config_migrated.toml

# Apply migration
fortress config apply --migrated-config current_config_migrated.toml

# Verify new configuration
fortress config validate

Manual Configuration Migration

# Export current configuration
fortress config export --output old_config.toml

# Create new configuration template
fortress config template --version 0.2.0 --output new_config_template.toml

# Manually merge configurations
# (Use your preferred editor or diff tool)

# Validate new configuration
fortress config validate --input new_config.toml

# Apply new configuration
fortress config import --input new_config.toml

Environment Variable Migration

# Export current environment variables
fortress config env export > old_env.sh

# Generate new environment template
fortress config env template --version 0.2.0 > new_env_template.sh

# Merge environment variables
# (Manual process - compare and update)

# Apply new environment
source new_env.sh

# Restart with new environment
fortress restart

📦 Data Migration

Data Export/Import

Export Data

# Export all data
fortress export --all --output fortress_export_$(date +%Y%m%d).tar.gz

# Export specific database
fortress export --database myapp_db --output myapp_db_export.tar.gz

# Export with encryption
fortress export --all --encrypt --output encrypted_export.tar.gz

# Export metadata only
fortress export --metadata-only --output metadata.json

Import Data

# Import all data
fortress import --input fortress_export_20250324.tar.gz

# Import specific database
fortress import --database myapp_db --input myapp_db_export.tar.gz

# Import with decryption
fortress import --input encrypted_export.tar.gz --decrypt

# Import with validation
fortress import --input data.tar.gz --validate --repair

Cross-Platform Migration

Linux to Linux

# On source system
fortress export --all --compress --output linux_migration.tar.gz

# Transfer to target system
scp linux_migration.tar.gz user@target:/tmp/

# On target system
fortress import --input /tmp/linux_migration.tar.gz

Docker to Native

# Export from Docker container
docker exec fortress-container fortress export --all --output /tmp/docker_export.tar.gz
docker cp fortress-container:/tmp/docker_export.tar.gz .

# Import to native installation
fortress import --input docker_export.tar.gz

Native to Docker

# Export from native
fortress export --all --output native_export.tar.gz

# Copy to Docker container
docker cp native_export.tar.gz fortress-container:/tmp/

# Import in Docker container
docker exec fortress-container fortress import --input /tmp/native_export.tar.gz

Database Migration

SQLite to PostgreSQL

# 1. Export from SQLite
fortress export --database myapp_db --format sql --output sqlite_dump.sql

# 2. Set up PostgreSQL
sudo -u postgres createdb fortress_migration
sudo -u postgres createuser fortress_user

# 3. Import to PostgreSQL
psql -h localhost -U fortress_user -d fortress_migration < sqlite_dump.sql

# 4. Update Fortress configuration
fortress config set database.type postgresql
fortress config set database.host localhost
fortress config set database.name fortress_migration
fortress config set database.user fortress_user

# 5. Test new database
fortress db test --connection

PostgreSQL to SQLite

# 1. Export from PostgreSQL
pg_dump -h localhost -U fortress_user fortress_migration > postgres_dump.sql

# 2. Convert to SQLite format
fortress db convert --from postgresql --to sqlite --input postgres_dump.sql --output sqlite_dump.sql

# 3. Import to SQLite
fortress import --database myapp_db --input sqlite_dump.sql

# 4. Update configuration
fortress config set database.type sqlite
fortress config set database.path /var/lib/fortress/data.db

# 5. Test new database
fortress db test --connection

🌐 Platform Migration

Operating System Migration

Linux to Windows

# On Linux source
fortress export --all --platform-cross --output linux_to_windows.tar.gz

# Transfer to Windows
# (Use SCP, USB drive, or network transfer)

# On Windows target
# 1. Install Fortress for Windows
# 2. Open Command Prompt as Administrator
# 3. Import data
fortress.exe import --input linux_to_windows.tar.gz

# 4. Update configuration for Windows
fortress.exe config set database.path "C:\\Fortress\\Data"
fortress.exe config set logging.file "C:\\Fortress\\Logs\\fortress.log"

Windows to Linux

REM On Windows source
fortress.exe export --all --platform-cross --output windows_to_linux.tar.gz

REM Transfer to Linux
REM (Use SCP, USB drive, or network transfer)
# On Linux target
# 1. Install Fortress for Linux
# 2. Import data
fortress import --input windows_to_linux.tar.gz

# 3. Update configuration for Linux
fortress config set database.path /var/lib/fortress/data
fortress config set logging.file /var/log/fortress/fortress.log

Cloud Platform Migration

AWS to Azure

# On AWS
# 1. Export data
fortress export --all --encrypt --output aws_export.tar.gz

# 2. Upload to S3
aws s3 cp aws_export.tar.gz s3://migration-bucket/

# 3. Transfer to Azure
# (Use Azure Storage Explorer or azcopy)
# On Azure
# 1. Download from Azure Storage
az storage blob download --container-name migration --name aws_export.tar.gz --file aws_export.tar.gz

# 2. Import data
fortress import --input aws_export.tar.gz

# 3. Update configuration for Azure
fortress config set storage.backend azure_blob
fortress config set storage.azure.connection_string "your-connection-string"

🔧 Advanced Migration Scenarios

Multi-Database Migration

# Migrate multiple databases in sequence
databases=("db1" "db2" "db3")

for db in "${databases[@]}"; do
    echo "Migrating database: $db"
    
    # Export each database
    fortress export --database $db --output ${db}_export.tar.gz
    
    # Verify export
    fortress export verify --input ${db}_export.tar.gz
    
    # Import to new system
    fortress import --database $db --input ${db}_export.tar.gz
    
    # Verify import
    fortress data verify --database $db --sample-size 50
    
    echo "Database $db migration completed"
done

Zero-Downtime Migration

# 1. Set up replication
fortress replication enable --target new-server:8080

# 2. Wait for sync completion
fortress replication status --wait-for-sync

# 3. Switch DNS to new server
# (Update DNS records)

# 4. Verify traffic is flowing to new server
fortress metrics traffic --new-server

# 5. Decommission old server
fortress server stop --old-server

Blue-Green Migration

# 1. Set up green environment
fortress deploy --environment green --version 0.2.0

# 2. Test green environment
fortress test --environment green --all

# 3. Switch traffic to green
fortress traffic switch --to green

# 4. Monitor green environment
fortress monitor --environment green --duration 300

# 5. If successful, decommission blue
fortress deploy --cleanup blue

# 6. If failed, rollback to blue
fortress traffic switch --to blue

📊 Migration Validation

Health Checks

# Comprehensive health check
fortress health --all --detailed

# Check specific components
fortress health --component database
fortress health --component encryption
fortress health --component network

# Performance validation
fortress benchmark --duration 60s --compare-baseline

Data Integrity

# Verify all data
fortress data verify --all --detailed

# Check encryption integrity
fortress encryption verify --all

# Validate database consistency
fortress db verify --consistency

# Check for data corruption
fortress data check-corruption --all

Performance Validation

# Run performance tests
fortress test performance --duration 300s

# Compare with baseline
fortress benchmark compare --baseline pre_migration.json

# Check response times
fortress metrics latency --percentile 95

# Verify throughput
fortress metrics throughput --duration 60s

🚨 Migration Troubleshooting

Common Issues

Configuration Conflicts

# Check configuration conflicts
fortress config check --conflicts

# Reset to default configuration
fortress config reset --defaults

# Re-apply custom configuration
fortress config import --input custom_config.toml

Data Import Failures

# Check import errors
fortress import --input data.tar.gz --dry-run

# Repair corrupted data
fortress data repair --input corrupted_data.tar.gz

# Import with validation disabled
fortress import --input data.tar.gz --no-validate

Performance Degradation

# Check performance metrics
fortress metrics performance --post-migration

# Optimize new installation
fortress optimize --all

# Rebuild indexes
fortress db rebuild-indexes

Emergency Procedures

Migration Failure Recovery

# 1. Stop migration process
fortress migration stop --force

# 2. Restore from backup
fortress restore --name pre-migration-backup --force

# 3. Verify system state
fortress health --all

# 4. Document failure
fortress migration log --export migration_failure.log

Partial Migration Recovery

# 1. Identify what was migrated
fortress migration status --detailed

# 2. Complete remaining migration
fortress migration continue --from checkpoint

# 3. Verify consistency
fortress data verify --all

# 4. Fix any issues
fortress repair --auto

📋 Migration Checklist

Pre-Migration

  • Review migration guide
  • Create full system backup
  • Test migration in staging
  • Schedule maintenance window
  • Prepare rollback plan
  • Document current state
  • Verify target system requirements

During Migration

  • Stop services gracefully
  • Create migration backup
  • Update Fortress binary
  • Migrate configuration
  • Import data
  • Start services
  • Verify functionality

Post-Migration

  • Run health checks
  • Validate data integrity
  • Test performance
  • Monitor system stability
  • Update documentation
  • Clean up old files
  • Document migration results

Last Updated: 2025-03-24
Version: 0.1.0
Maintainer: Fortress Development Team

Note: Migration procedures are evolving with Fortress development. Always test migrations in a non-production environment first and maintain recent backups.