tractatus/docs/PRODUCTION_MONITORING_SETUP.md
TheFlow f164566b14 ops: implement comprehensive production monitoring system
Create self-hosted, privacy-first monitoring infrastructure for production
environment with automated health checks, log analysis, and alerting.

Monitoring Components:
- health-check.sh: Application health, service status, DB connectivity, disk space
- log-monitor.sh: Error detection, security events, anomaly detection
- disk-monitor.sh: Disk space usage monitoring (5 paths)
- ssl-monitor.sh: SSL certificate expiry monitoring
- monitor-all.sh: Master orchestration script

Features:
- Email alerting system (configurable thresholds)
- Consecutive failure tracking (prevents false positives)
- Test mode for safe deployment testing
- Comprehensive logging to /var/log/tractatus/
- Cron-ready for automated execution
- Exit codes for monitoring tool integration

Alert Triggers:
- Health: 3 consecutive failures (15min downtime)
- Logs: 10 errors OR 3 critical errors in 5min
- Disk: 80% warning, 90% critical
- SSL: 30 days warning, 7 days critical

Setup Documentation:
- Complete installation instructions
- Cron configuration examples
- Systemd timer alternative
- Troubleshooting guide
- Alert customization guide
- Incident response procedures

Privacy-First Design:
- Self-hosted (no external monitoring services)
- Minimal data exposure in alerts
- Local log storage only
- No telemetry to third parties

Aligns with Tractatus values: transparency, privacy, operational excellence

Addresses Phase 4 Prep Checklist Task #6: Production Monitoring & Alerting

Next: Deploy to production, configure email alerts, set up cron jobs

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-10-09 22:23:40 +13:00

648 lines
15 KiB
Markdown

# Production Monitoring Setup
**Project**: Tractatus AI Safety Framework Website
**Environment**: Production (vps-93a693da.vps.ovh.net)
**Created**: 2025-10-09
**Status**: Ready for Deployment
---
## Overview
Comprehensive monitoring system for Tractatus production environment, providing:
- **Health monitoring** - Application uptime, service status, database connectivity
- **Log monitoring** - Error detection, security events, anomaly detection
- **Disk monitoring** - Disk space usage alerts
- **SSL monitoring** - Certificate expiry warnings
- **Email alerts** - Automated notifications for critical issues
**Philosophy**: Privacy-first, self-hosted monitoring aligned with Tractatus values.
---
## Monitoring Components
### 1. Health Check Monitor (`health-check.sh`)
**What it monitors:**
- Application health endpoint (https://agenticgovernance.digital/health)
- Systemd service status (tractatus.service)
- MongoDB database connectivity
- Disk space usage
**Alert Triggers:**
- Service not running
- Health endpoint returns non-200
- Database connection failed
- Disk space > 90%
**Frequency**: Every 5 minutes
### 2. Log Monitor (`log-monitor.sh`)
**What it monitors:**
- ERROR and CRITICAL log entries
- Security events (authentication failures, unauthorized access)
- Database errors
- HTTP 500 errors
- Unhandled exceptions
**Alert Triggers:**
- 10+ errors in 5-minute window
- 3+ critical errors in 5-minute window
- Any security events
**Frequency**: Every 5 minutes
**Follow Mode**: Can run continuously for real-time monitoring
### 3. Disk Space Monitor (`disk-monitor.sh`)
**What it monitors:**
- Root filesystem (/)
- Var directory (/var)
- Log directory (/var/log)
- Tractatus application (/var/www/tractatus)
- Temp directory (/tmp)
**Alert Triggers:**
- Warning: 80%+ usage
- Critical: 90%+ usage
**Frequency**: Every 15 minutes
### 4. SSL Certificate Monitor (`ssl-monitor.sh`)
**What it monitors:**
- SSL certificate expiry for agenticgovernance.digital
**Alert Triggers:**
- Warning: Expires in 30 days or less
- Critical: Expires in 7 days or less
- Critical: Already expired
**Frequency**: Daily
### 5. Master Monitor (`monitor-all.sh`)
Orchestrates all monitoring checks in a single run.
---
## Installation
### Prerequisites
```bash
# Ensure required commands are available
sudo apt-get update
sudo apt-get install -y curl jq openssl mailutils
# Install MongoDB shell (if not installed)
wget -qO - https://www.mongodb.org/static/pgp/server-7.0.asc | sudo apt-key add -
echo "deb [ arch=amd64,arm64 ] https://repo.mongodb.org/apt/ubuntu jammy/mongodb-org/7.0 multiverse" | sudo tee /etc/apt/sources.list.d/mongodb-org-7.0.list
sudo apt-get update
sudo apt-get install -y mongodb-mongosh
```
### Deploy Monitoring Scripts
```bash
# From local machine, deploy monitoring scripts to production
rsync -avz -e "ssh -i ~/.ssh/tractatus_deploy" \
scripts/monitoring/ \
ubuntu@vps-93a693da.vps.ovh.net:/var/www/tractatus/scripts/monitoring/
```
### Set Up Log Directory
```bash
# On production server
ssh -i ~/.ssh/tractatus_deploy ubuntu@vps-93a693da.vps.ovh.net
# Create log directory
sudo mkdir -p /var/log/tractatus
sudo chown ubuntu:ubuntu /var/log/tractatus
sudo chmod 755 /var/log/tractatus
```
### Make Scripts Executable
```bash
# On production server
cd /var/www/tractatus/scripts/monitoring
chmod +x *.sh
```
### Configure Email Alerts
**Option 1: Using Postfix (Recommended for production)**
```bash
# Install Postfix
sudo apt-get install -y postfix
# Configure Postfix (select "Internet Site")
sudo dpkg-reconfigure postfix
# Set ALERT_EMAIL environment variable
echo 'export ALERT_EMAIL="your-email@example.com"' | sudo tee -a /etc/environment
source /etc/environment
```
**Option 2: Using External SMTP (ProtonMail, Gmail, etc.)**
```bash
# Install sendemail
sudo apt-get install -y sendemail libio-socket-ssl-perl libnet-ssleay-perl
# Configure in monitoring scripts (or use system mail)
```
**Option 3: No Email (Testing)**
```bash
# Leave ALERT_EMAIL unset - monitoring will log but not send emails
# Useful for initial testing
```
### Test Monitoring Scripts
```bash
# Test health check
cd /var/www/tractatus/scripts/monitoring
./health-check.sh --test
# Test log monitor
./log-monitor.sh --since "10 minutes ago" --test
# Test disk monitor
./disk-monitor.sh --test
# Test SSL monitor
./ssl-monitor.sh --test
# Test master monitor
./monitor-all.sh --test
```
Expected output: Each script should run without errors and show `[INFO]` messages.
---
## Cron Configuration
### Create Monitoring Cron Jobs
```bash
# On production server
crontab -e
```
Add the following cron jobs:
```cron
# Tractatus Production Monitoring
# Logs: /var/log/tractatus/monitoring.log
# Master monitoring (every 5 minutes)
# Runs: health check, log monitor, disk monitor
*/5 * * * * /var/www/tractatus/scripts/monitoring/monitor-all.sh --skip-ssl >> /var/log/tractatus/cron-monitor.log 2>&1
# SSL certificate check (daily at 3am)
0 3 * * * /var/www/tractatus/scripts/monitoring/ssl-monitor.sh >> /var/log/tractatus/cron-ssl.log 2>&1
# Disk monitor (every 15 minutes - separate from master for frequency control)
*/15 * * * * /var/www/tractatus/scripts/monitoring/disk-monitor.sh >> /var/log/tractatus/cron-disk.log 2>&1
```
### Verify Cron Jobs
```bash
# List active cron jobs
crontab -l
# Check cron logs
sudo journalctl -u cron -f
# Wait 5 minutes, then check monitoring logs
tail -f /var/log/tractatus/cron-monitor.log
```
### Alternative: Systemd Timers (Optional)
More modern alternative to cron, provides better logging and failure handling.
**Create timer file**: `/etc/systemd/system/tractatus-monitoring.timer`
```ini
[Unit]
Description=Tractatus Monitoring Timer
Requires=tractatus-monitoring.service
[Timer]
OnBootSec=5min
OnUnitActiveSec=5min
AccuracySec=1s
[Install]
WantedBy=timers.target
```
**Create service file**: `/etc/systemd/system/tractatus-monitoring.service`
```ini
[Unit]
Description=Tractatus Production Monitoring
After=network.target tractatus.service
[Service]
Type=oneshot
User=ubuntu
WorkingDirectory=/var/www/tractatus
ExecStart=/var/www/tractatus/scripts/monitoring/monitor-all.sh --skip-ssl
StandardOutput=journal
StandardError=journal
Environment="ALERT_EMAIL=your-email@example.com"
[Install]
WantedBy=multi-user.target
```
**Enable and start:**
```bash
sudo systemctl daemon-reload
sudo systemctl enable tractatus-monitoring.timer
sudo systemctl start tractatus-monitoring.timer
# Check status
sudo systemctl status tractatus-monitoring.timer
sudo systemctl list-timers
```
---
## Alert Configuration
### Alert Thresholds
**Health Check:**
- Consecutive failures: 3 (alerts on 3rd failure)
- Check interval: 5 minutes
- Time to alert: 15 minutes of downtime
**Log Monitor:**
- Error threshold: 10 errors in 5 minutes
- Critical threshold: 3 critical errors in 5 minutes
- Security events: Immediate alert
**Disk Space:**
- Warning: 80% usage
- Critical: 90% usage
**SSL Certificate:**
- Warning: 30 days until expiry
- Critical: 7 days until expiry
### Customize Alerts
Edit thresholds in scripts:
```bash
# Health check thresholds
vi /var/www/tractatus/scripts/monitoring/health-check.sh
# Change: MAX_FAILURES=3
# Log monitor thresholds
vi /var/www/tractatus/scripts/monitoring/log-monitor.sh
# Change: ERROR_THRESHOLD=10
# Change: CRITICAL_THRESHOLD=3
# Disk monitor thresholds
vi /var/www/tractatus/scripts/monitoring/disk-monitor.sh
# Change: WARN_THRESHOLD=80
# Change: CRITICAL_THRESHOLD=90
# SSL monitor thresholds
vi /var/www/tractatus/scripts/monitoring/ssl-monitor.sh
# Change: WARN_DAYS=30
# Change: CRITICAL_DAYS=7
```
---
## Manual Monitoring Commands
### Check Current Status
```bash
# Run all monitors manually
cd /var/www/tractatus/scripts/monitoring
./monitor-all.sh
# Run individual monitors
./health-check.sh
./log-monitor.sh --since "1 hour"
./disk-monitor.sh
./ssl-monitor.sh
```
### View Monitoring Logs
```bash
# View all monitoring logs
tail -f /var/log/tractatus/monitoring.log
# View specific monitor logs
tail -f /var/log/tractatus/health-check.log
tail -f /var/log/tractatus/log-monitor.log
tail -f /var/log/tractatus/disk-monitor.log
tail -f /var/log/tractatus/ssl-monitor.log
# View cron execution logs
tail -f /var/log/tractatus/cron-monitor.log
```
### Test Alert Delivery
```bash
# Send test alert
cd /var/www/tractatus/scripts/monitoring
# This should trigger an alert (if service is running)
# It will show "would send alert" in test mode
./health-check.sh --test
# Force alert by temporarily stopping service
sudo systemctl stop tractatus
./health-check.sh # Should alert after 3 failures (15 minutes)
sudo systemctl start tractatus
```
---
## Troubleshooting
### No Alerts Received
**Check email configuration:**
```bash
# Verify ALERT_EMAIL is set
echo $ALERT_EMAIL
# Test mail command
echo "Test email" | mail -s "Test Subject" $ALERT_EMAIL
# Check mail logs
sudo tail -f /var/log/mail.log
```
**Check cron execution:**
```bash
# Verify cron jobs are running
crontab -l
# Check cron logs
sudo journalctl -u cron -n 50
# Check script logs
tail -100 /var/log/tractatus/cron-monitor.log
```
### Scripts Not Executing
**Check permissions:**
```bash
ls -la /var/www/tractatus/scripts/monitoring/
# Should show: -rwxr-xr-x (executable)
# Fix if needed
chmod +x /var/www/tractatus/scripts/monitoring/*.sh
```
**Check cron PATH:**
```bash
# Add to crontab
PATH=/usr/local/sbin:/usr/local/bin:/usr/sbin:/usr/bin:/sbin:/bin
# Or use full paths in cron commands
```
### High Alert Frequency
**Increase thresholds:**
Edit threshold values in scripts (see Alert Configuration section).
**Increase consecutive failure count:**
```bash
vi /var/www/tractatus/scripts/monitoring/health-check.sh
# Increase MAX_FAILURES from 3 to 5 or higher
```
### False Positives
**Review alert conditions:**
```bash
# Check recent logs to understand why alerts triggered
tail -100 /var/log/tractatus/monitoring.log
# Run manual check with verbose output
./health-check.sh
# Check if service is actually unhealthy
sudo systemctl status tractatus
curl https://agenticgovernance.digital/health
```
---
## Monitoring Dashboard (Optional - Future Enhancement)
### Option 1: Grafana + Prometheus
Self-hosted metrics dashboard (requires setup).
### Option 2: Simple Web Dashboard
Create minimal status page showing last check results.
### Option 3: UptimeRobot Free Tier
External monitoring service (privacy tradeoff).
**Not implemented yet** - current solution uses email alerts only.
---
## Best Practices
### DO:
- ✅ Test monitoring scripts before deploying
- ✅ Check alert emails regularly
- ✅ Review monitoring logs weekly
- ✅ Adjust thresholds based on actual patterns
- ✅ Document any monitoring configuration changes
- ✅ Keep monitoring scripts updated
### DON'T:
- ❌ Ignore alert emails
- ❌ Set thresholds too low (alert fatigue)
- ❌ Deploy monitoring without testing
- ❌ Disable monitoring without planning
- ❌ Let log files grow unbounded
- ❌ Ignore repeated warnings
### Monitoring Hygiene
```bash
# Rotate monitoring logs weekly
sudo logrotate /etc/logrotate.d/tractatus-monitoring
# Clean up old state files
find /var/tmp -name "tractatus-*-state" -mtime +7 -delete
# Review alert frequency monthly
grep "\[ALERT\]" /var/log/tractatus/monitoring.log | wc -l
```
---
## Incident Response
### When Alert Received
1. **Acknowledge alert** - Note time received
2. **Check current status** - Run manual health check
3. **Review logs** - Check what triggered alert
4. **Investigate root cause** - See deployment checklist emergency procedures
5. **Take action** - Fix issue or escalate
6. **Document** - Create incident report
### Critical Alert Response Time
- **Health check failure**: Respond within 15 minutes
- **Log errors**: Respond within 30 minutes
- **Disk space critical**: Respond within 1 hour
- **SSL expiry (7 days)**: Respond within 24 hours
---
## Maintenance
### Weekly Tasks
- [ ] Review monitoring logs for patterns
- [ ] Check alert email inbox
- [ ] Verify cron jobs still running
- [ ] Review disk space trends
### Monthly Tasks
- [ ] Review and adjust alert thresholds
- [ ] Clean up old monitoring logs
- [ ] Test manual failover procedures
- [ ] Update monitoring documentation
### Quarterly Tasks
- [ ] Full monitoring system audit
- [ ] Test all alert scenarios
- [ ] Review incident response times
- [ ] Consider monitoring enhancements
---
## Monitoring Metrics
### Success Metrics
- **Uptime**: Target 99.9% (< 45 minutes downtime/month)
- **Alert Response Time**: < 30 minutes for critical
- **False Positive Rate**: < 5% of alerts
- **Detection Time**: < 5 minutes for critical issues
### Tracking
```bash
# Calculate uptime from logs
grep "Health endpoint OK" /var/log/tractatus/monitoring.log | wc -l
# Count alerts sent
grep "Alert email sent" /var/log/tractatus/monitoring.log | wc -l
# Review response times (manual from incident reports)
```
---
## Security Considerations
### Log Access Control
```bash
# Ensure logs are readable only by ubuntu user and root
sudo chown ubuntu:ubuntu /var/log/tractatus/*.log
sudo chmod 640 /var/log/tractatus/*.log
```
### Alert Email Security
- Use encrypted email if possible (ProtonMail)
- Don't include sensitive data in alert body
- Alerts show symptoms, not credentials
### Monitoring Script Security
- Scripts run as ubuntu user (not root)
- No credentials embedded in scripts
- Use environment variables for sensitive config
---
## Future Enhancements
### Planned Improvements
- [ ] **Metrics collection**: Store monitoring metrics in database for trend analysis
- [ ] **Status page**: Public status page showing service availability
- [ ] **Mobile alerts**: SMS or push notifications for critical alerts
- [ ] **Distributed monitoring**: Multiple monitoring locations for redundancy
- [ ] **Automated remediation**: Auto-restart service on failure
- [ ] **Performance monitoring**: Response time tracking, query performance
- [ ] **User impact monitoring**: Track error rates from user perspective
### Integration Opportunities
- [ ] **Plausible Analytics**: Monitor traffic patterns, correlate with errors
- [ ] **GitHub Actions**: Run monitoring checks in CI/CD
- [ ] **Slack integration**: Send alerts to Slack channel
- [ ] **Database backup monitoring**: Alert on backup failures
---
## Support & Documentation
**Monitoring Scripts**: `/var/www/tractatus/scripts/monitoring/`
**Monitoring Logs**: `/var/log/tractatus/`
**Cron Configuration**: `crontab -l` (ubuntu user)
**Alert Email**: Set via `ALERT_EMAIL` environment variable
**Related Documents:**
- [Production Deployment Checklist](PRODUCTION_DEPLOYMENT_CHECKLIST.md)
- [Phase 4 Preparation Checklist](../PHASE-4-PREPARATION-CHECKLIST.md)
---
**Document Status**: Ready for Production
**Last Updated**: 2025-10-09
**Next Review**: After 1 month of monitoring data
**Maintainer**: Technical Lead (Claude Code + John Stroh)