feat: enterprise audit fixes (schema resolution, race conditions, documentation)
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postgresql/procedures/MANUAL.md
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postgresql/procedures/MANUAL.md
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# Zabbix Partitioning Deployment Manual
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This guide provides a step-by-step process for deploying the PostgreSQL partitioning solution for Zabbix.
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**🚨 DANGER: CRITICAL WARNING 🚨**
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**BEFORE YOU PROCEED, YOU ABSOLUTELY MUST TAKE A FULL BACKUP OF YOUR ZABBIX DATABASE.**
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**DO NOT SKIP THIS STEP. Schema modifications are dangerous. If something goes wrong and you do not have a backup, your historical data will be lost permanently, and we take ZERO responsibility.**
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---
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## Step 1: Preparation & Safety
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Because database migrations can take time (especially on large tables), **never** run these scripts directly in a standard SSH session that might disconnect.
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1. Open a safe terminal session using `tmux` or `screen`:
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```bash
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tmux new -s zabbix_partitioning
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# OR
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screen -S zabbix_partitioning
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```
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2. Disable the Zabbix Housekeeper for History and Trends:
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- Go to your Zabbix Web UI -> **Administration** -> **Housekeeping**.
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- **Uncheck** "Enable internal housekeeping" for **History and Trends**.
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- Click **Update**.
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3. Stop your Zabbix Server to ensure no new data is being written during the schema migration:
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```bash
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sudo systemctl stop zabbix-server
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```
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---
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## Step 2: Database Connection & Schema Selection
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Connect to your PostgreSQL server as an administrator (e.g., `postgres` or the database owner).
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```bash
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psql -U postgres -h localhost
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```
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Once inside `psql`, connect to your Zabbix database (usually named `zabbix`):
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```sql
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\c zabbix
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```
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> [!IMPORTANT]
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> **Custom Schemas:** By default, Zabbix installs into the `public` schema. If you installed Zabbix into a custom schema (e.g., `zabbix_schema`), you **must** set your `search_path` now before running the scripts, otherwise they will fail to find your tables:
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> ```sql
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> SET search_path TO zabbix_schema, public;
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> ```
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---
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## Step 3: Execute Installation Scripts
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Run the scripts in the following exact order. You can use the `\i` command in `psql` if you are in the `procedures` directory, or specify the full path.
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**1. Create the partitioning schema and config tables:**
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> [!NOTE]
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> **Zabbix 8.0+ Users:** Zabbix 8.0 introduced a new `history_json` table. Before running the script below, open `00_schema_create.sql` in a text editor and uncomment the lines specifically marked for Zabbix 8.0 at the end of the history tables block.
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```sql
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\i 00_schema_create.sql
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```
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**2. Install the maintenance logic and functions:**
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```sql
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\i 01_maintenance.sql
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```
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**3. Enable Partitioning (MIGRATION STEP):**
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*This step renames your existing large tables to `_old` and instantly creates new partitioned tables. This might take a few moments.*
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```sql
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\i 02_enable_partitioning.sql
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```
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**4. Create the Monitoring View:**
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```sql
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\i 03_monitoring_view.sql
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```
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---
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## Step 4: Schedule Automated Maintenance
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Partitioning requires a daily job to create new partitions for tomorrow and drop old partitions from last month.
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If you are using **AWS RDS** or a managed database with `pg_cron` enabled, run this inside `psql`:
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```sql
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CREATE EXTENSION IF NOT EXISTS pg_cron;
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SELECT cron.schedule('zabbix_partition_maintenance', '30 5,23 * * *', 'CALL partitions.run_maintenance();');
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```
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*(If you are self-hosting and don't have `pg_cron`, please refer to the `README.md` for instructions on setting up standard OS `cron` or systemd timers.)*
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---
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## Step 5: Start Zabbix Server
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Now that the database is fully partitioned, you can safely start Zabbix Server again:
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```bash
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sudo systemctl start zabbix-server
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```
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*(Note: Your old history data remains in tables like `history_old`. It is no longer visible in the UI. If you need it, you must manually insert it into the new tables. See `README.md` for more details.)*
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---
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## Step 6: Configure Zabbix Agent Monitoring
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To ensure your partitions don't run out, you must monitor them. We use Zabbix Agent 2 for this.
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1. On your database server (where Zabbix Agent 2 is installed), create the SQL query file using this simple one-liner. Copy and paste the entire block below into your terminal:
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```bash
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cat << 'EOF' | sudo tee /etc/zabbix/zabbix_agent2.d/partitions.get_all.sql > /dev/null
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SELECT
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table_name,
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period,
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keep_history::text AS keep_history,
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configured_future_partitions,
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actual_future_partitions,
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total_size_bytes,
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EXTRACT(EPOCH FROM (now() - last_updated)) AS age_seconds
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FROM partitions.monitoring;
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EOF
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```
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2. Configure the PostgreSQL Plugin by editing `/etc/zabbix/zabbix_agent2.d/plugins.d/postgresql.conf`. Ensure you have defined a session (e.g., `MY_DB`) and enabled custom queries:
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```ini
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Plugins.PostgreSQL.CustomQueriesPath=/etc/zabbix/zabbix_agent2.d/
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Plugins.PostgreSQL.CustomQueriesEnabled=true
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# Example Session (replace with your actual credentials)
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Plugins.PostgreSQL.Sessions.MY_DB.Uri=tcp://localhost:5432
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Plugins.PostgreSQL.Sessions.MY_DB.User=zbx_monitor
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Plugins.PostgreSQL.Sessions.MY_DB.Password=your_password
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```
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3. Restart the Zabbix Agent 2:
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```bash
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sudo systemctl restart zabbix-agent2
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```
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---
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## Step 7: Import Template in Zabbix
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1. Log into your Zabbix Web UI.
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2. Go to **Data collection** -> **Templates** and click **Import**.
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3. Upload the `template/zbx_pg_partitions_monitor_agent2.yaml` file from this repository.
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4. Go to your Database Host in Zabbix, and link the newly imported template: `PostgreSQL Partitioning by Zabbix Agent 2`.
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5. On the Host configuration, go to the **Macros** tab.
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6. You will see a macro named `{$PG.CONNSTRING.AGENT2}` with the value `<replace_me>`.
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7. Change `<replace_me>` to the name of the session you configured in Step 6 (e.g., `MY_DB`).
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8. Click **Update**.
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**Congratulations!** Your Zabbix database is now fully partitioned, optimized, and monitored.
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