docs: add monitoring migration to VictoriaMetrics plan
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Plan for migrating from Prometheus to VictoriaMetrics on new monitoring02
host with parallel operation, declarative Grafana dashboards, and CNAME-based
cutover.

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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# Monitoring Stack Migration to VictoriaMetrics
## Overview
Migrate from Prometheus to VictoriaMetrics on a new host (monitoring02) to gain better compression
and longer retention. Run in parallel with monitoring01 until validated, then switch over using
a `monitoring` CNAME for seamless transition.
## Current State
**monitoring01** (10.69.13.13):
- 4 CPU cores, 4GB RAM, 33GB disk
- Prometheus with 30-day retention (15s scrape interval)
- Alertmanager (routes to alerttonotify webhook)
- Grafana (dashboards, datasources)
- Loki (log aggregation from all hosts via Promtail)
- Tempo (distributed tracing)
- Pyroscope (continuous profiling)
**Hardcoded References to monitoring01:**
- `system/monitoring/logs.nix` - Promtail sends logs to `http://monitoring01.home.2rjus.net:3100`
- `hosts/template2/bootstrap.nix` - Bootstrap logs to Loki (keep as-is until decommission)
- `services/http-proxy/proxy.nix` - Caddy proxies Prometheus, Alertmanager, Grafana, Pyroscope, Pushgateway
**Auto-generated:**
- Prometheus scrape targets (from `lib/monitoring.nix` + `homelab.monitoring.scrapeTargets`)
- Node-exporter targets (from all hosts with static IPs)
## Decision: VictoriaMetrics
Per `docs/plans/long-term-metrics-storage.md`, VictoriaMetrics is the recommended starting point:
- Single binary replacement for Prometheus
- 5-10x better compression (30 days could become 180+ days in same space)
- Same PromQL query language (Grafana dashboards work unchanged)
- Same scrape config format (existing auto-generated configs work)
If multi-year retention with downsampling becomes necessary later, Thanos can be evaluated.
## Architecture
```
┌─────────────────┐
│ monitoring02 │
│ VictoriaMetrics│
│ + Grafana │
monitoring │ + Loki │
CNAME ──────────│ + Tempo │
│ + Pyroscope │
│ + Alertmanager │
│ (vmalert) │
└─────────────────┘
│ scrapes
┌───────────────┼───────────────┐
│ │ │
┌────┴────┐ ┌─────┴────┐ ┌─────┴────┐
│ ns1 │ │ ha1 │ │ ... │
│ :9100 │ │ :9100 │ │ :9100 │
└─────────┘ └──────────┘ └──────────┘
```
## Implementation Plan
### Phase 1: Create monitoring02 Host
Use `create-host` script which handles flake.nix and terraform/vms.tf automatically.
1. **Run create-host**: `nix develop -c create-host monitoring02 10.69.13.24`
2. **Update VM resources** in `terraform/vms.tf`:
- 4 cores (same as monitoring01)
- 8GB RAM (double, for VictoriaMetrics headroom)
- 100GB disk (for 3+ months retention with compression)
3. **Update host configuration**: Import monitoring services
4. **Create Vault AppRole**: Add to `terraform/vault/approle.tf`
### Phase 2: Set Up VictoriaMetrics Stack
Create new service module at `services/monitoring/victoriametrics/` for testing alongside existing
Prometheus config. Once validated, this can replace the Prometheus module.
1. **VictoriaMetrics** (port 8428):
- `services.victoriametrics.enable = true`
- `services.victoriametrics.retentionPeriod = "3m"` (3 months, increase later based on disk usage)
- Migrate scrape configs via `prometheusConfig`
- Use native push support (replaces Pushgateway)
2. **vmalert** for alerting rules:
- `services.vmalert.enable = true`
- Point to VictoriaMetrics for metrics evaluation
- Keep rules in separate `rules.yml` file (same format as Prometheus)
- No receiver configured during parallel operation (prevents duplicate alerts)
3. **Alertmanager** (port 9093):
- Keep existing configuration (alerttonotify webhook routing)
- Only enable receiver after cutover from monitoring01
4. **Loki** (port 3100):
- Same configuration as current
5. **Grafana** (port 3000):
- Define dashboards declaratively via NixOS options (not imported from monitoring01)
- Reference existing dashboards on monitoring01 for content inspiration
- Configure VictoriaMetrics datasource (port 8428)
- Configure Loki datasource
6. **Tempo** (ports 3200, 3201):
- Same configuration
7. **Pyroscope** (port 4040):
- Same Docker-based deployment
### Phase 3: Parallel Operation
Run both monitoring01 and monitoring02 simultaneously:
1. **Dual scraping**: Both hosts scrape the same targets
- Validates VictoriaMetrics is collecting data correctly
2. **Dual log shipping**: Configure Promtail to send logs to both Loki instances
- Add second client in `system/monitoring/logs.nix` pointing to monitoring02
3. **Validate dashboards**: Access Grafana on monitoring02, verify dashboards work
4. **Validate alerts**: Verify vmalert evaluates rules correctly (no receiver = no notifications)
5. **Compare resource usage**: Monitor disk/memory consumption between hosts
### Phase 4: Add monitoring CNAME
Add CNAME to monitoring02 once validated:
```nix
# hosts/monitoring02/configuration.nix
homelab.dns.cnames = [ "monitoring" ];
```
This creates `monitoring.home.2rjus.net` pointing to monitoring02.
### Phase 5: Update References
Update hardcoded references to use the CNAME:
1. **system/monitoring/logs.nix**:
- Remove dual-shipping, point only to `http://monitoring.home.2rjus.net:3100`
2. **services/http-proxy/proxy.nix**: Update reverse proxy backends:
- prometheus.home.2rjus.net -> monitoring.home.2rjus.net:8428
- alertmanager.home.2rjus.net -> monitoring.home.2rjus.net:9093
- grafana.home.2rjus.net -> monitoring.home.2rjus.net:3000
- pyroscope.home.2rjus.net -> monitoring.home.2rjus.net:4040
Note: `hosts/template2/bootstrap.nix` stays pointed at monitoring01 until decommission.
### Phase 6: Enable Alerting
Once ready to cut over:
1. Enable Alertmanager receiver on monitoring02
2. Verify test alerts route correctly
### Phase 7: Cutover and Decommission
1. **Stop monitoring01**: Prevent duplicate alerts during transition
2. **Update bootstrap.nix**: Point to `monitoring.home.2rjus.net`
3. **Verify all targets scraped**: Check VictoriaMetrics UI
4. **Verify logs flowing**: Check Loki on monitoring02
5. **Decommission monitoring01**:
- Remove from flake.nix
- Remove host configuration
- Destroy VM in Proxmox
- Remove from terraform state
## Open Questions
- [ ] What disk size for monitoring02? 100GB should allow 3+ months with VictoriaMetrics compression
- [ ] Which dashboards to recreate declaratively? (Review monitoring01 Grafana for current set)
## VictoriaMetrics Service Configuration
Example NixOS configuration for monitoring02:
```nix
# VictoriaMetrics replaces Prometheus
services.victoriametrics = {
enable = true;
retentionPeriod = "3m"; # 3 months, increase based on disk usage
prometheusConfig = {
global.scrape_interval = "15s";
scrape_configs = [
# Auto-generated node-exporter targets
# Service-specific scrape targets
# External targets
];
};
};
# vmalert for alerting rules (no receiver during parallel operation)
services.vmalert = {
enable = true;
datasource.url = "http://localhost:8428";
# notifier.alertmanager.url = "http://localhost:9093"; # Enable after cutover
rule = [ ./rules.yml ];
};
```
## Rollback Plan
If issues arise after cutover:
1. Move `monitoring` CNAME back to monitoring01
2. Restart monitoring01 services
3. Revert Promtail config to point only to monitoring01
4. Revert http-proxy backends
## Notes
- VictoriaMetrics uses port 8428 vs Prometheus 9090
- PromQL compatibility is excellent
- VictoriaMetrics native push replaces Pushgateway (remove from http-proxy if not needed)
- monitoring02 deployed via OpenTofu using `create-host` script
- Grafana dashboards defined declaratively via NixOS, not imported from monitoring01 state