PER-14389: Migrate from Permit Cloud — on-prem import guide#647
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EliMoshkovich wants to merge 4 commits into
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PER-14389: Migrate from Permit Cloud — on-prem import guide#647EliMoshkovich wants to merge 4 commits into
EliMoshkovich wants to merge 4 commits into
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Customer-facing guide for importing a Permit-delivered migration data package into an on-prem deployment: package request/verification, DB backup, write-freeze, ordered table import (with the same-session FK-disable form for api_key/pdp_config), post-import cleanup and superuser grant, org-filtered verification against the manifest, Keycloak email-linking for member access, and troubleshooting. Import side only — the export is performed by Permit and delivered as a secure download link; no internal tooling is referenced. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Pull request overview
Adds a new customer-facing, enterprise-only on-prem guide that walks users through importing a Permit-provided SaaS → on-prem migration package (requesting the package, integrity verification, safe/ordered DB import, post-import cleanup, verification, and app cutover guidance).
Changes:
- Introduces a new on-prem migration guide page covering package request/process and detailed import steps.
- Documents operational safety steps (write-freeze, pre-import DB backup, fail-fast import loops) and post-import cleanup/verification.
- Adds team-member re-access guidance (Keycloak email linking + verified-email requirement) and an SDK endpoint cutover snippet.
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| kubectl scale deployment -n permit-platform \ | ||
| permit-backend-v2 celery-general permit-dl-enricher-v2 --replicas=0 |
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| kubectl scale deployment -n permit-platform \ | ||
| permit-backend-v2 celery-general permit-dl-enricher-v2 --replicas=1 |
Critical: the SDK cutover snippet omitted the api_url override, so a migrated app's management calls would silently keep writing to the old Permit Cloud workspace; it also pointed pdp= at the platform domain instead of an on-prem PDP deployment. Now shows both endpoints with a do-not-skip caution and links PDP Deployment. Over-disclosure removed: - 41-table schema list replaced with a manifest-driven loop (manifest.import.tables_in_order / fk_disabled_tables — contract added to the export in the backend PR), so public docs carry no schema dump and can't drift per installer version - avp_policy_store_id cleanup SQL (cloud-provider internals) moved to the package README; docs keep only the customer-relevant review bullets - unilateral commitments softened: audit retention period, download-link expiry, "without code changes"/"automatically regain access" guarantees Friendliness: "At a glance" orientation (phases, downtime window, done criteria, Permit assistance), pg_restore rollback snippet, jq/tar/sha256 prerequisites, replica-count note before scale-down, FK-bypass scoping caution, platform-wide superuser caution, dependency-order gloss, and the standard Support footer. Build: 0 bad links, 0 bad anchors. Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
FK-graph verification against the schema found the documented ordered import cannot work for all customers: v2_project <-> v2_policy_repo reference each other (a genuine FK cycle, hit by any GitOps org), plus two more order violations masked in the original validation by empty tables. The import now runs as one FK-deferred transaction (--single-transaction + ON_ERROR_STOP): all-or-nothing, safe because the package is a single consistent snapshot, and simpler for customers - any failure rolls back cleanly and the step is just rerun. Troubleshooting updated accordingly (partial-import scenario no longer exists; added a guard entry for packages predating manifest.import). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
- Replace --single-transaction with explicit BEGIN/COMMIT: on psql <= 14 a client-side \COPY failure under --single-transaction COMMITs the already-loaded tables (rollback-on-client-error landed in psql 15), breaking the all-or-nothing promise; explicit BEGIN/COMMIT is atomic on every version (verified empirically on psql 14 and 16). - Admonition: "turned off" not "deferred" (no DEFERRABLE semantics), and forward-reference the step-6 member cleanup as the one known exception to snapshot consistency. - Step 8: log out/in only works after the step-9 restart. - Step 9: per-deployment scale commands (one --replicas flag can't express three different counts). - Troubleshooting: "prints no COPY lines" (psql still prints SET/BEGIN). Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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Summary
Linear Issue
PER-14389
Changes
docs/how-to/deploy/on-prem/migrate-from-cloud.mdx(picked up automatically by the autogenerated on-prem sidebar)v2_api_key/v2_pdp_config, dangling-member cleanup, cloud-specific config cleanup (SSO/webhooks/PDP review), admin superuser grant, org-filtered row-count verification againstmanifest.json, Keycloak email-linking for member access (verified-email requirement), SDK cutover snippet, troubleshootingTest plan
npm run buildpasses: 0 bad links, 0 bad anchorskubectl cppath mismatch that would have broken every import command, unfiltered verification counts, missing backup step, and policy-repo coverage)🤖 Generated with Claude Code