majorwiki/02-selfhosting/cloud/vps-migration-baseline-checklist.md

title	description	tags	status	created	updated
VPS Migration Baseline Checklist	What to verify after migrating a server to a new provider — the packages, services, and configs that must match the old box	migration vps hetzner digitalocean ansible checklist	published	2026-05-09	2026-05-13T10:35

VPS Migration Baseline Checklist

When migrating a server from one VPS provider to another, it's easy to focus on the application (bots, web services, databases) and forget the infrastructure baseline. This checklist covers the common components that make a server operational beyond just running the app.

Background

During the Hetzner migration (2026-05), majordiscord was migrated with only the application layer (PhantomBot, Red-DiscordBot) and core infrastructure (Netdata, Tailscale, fail2ban). Missing from the new box: Postfix (email relay), logwatch, ClamAV, and dnf-automatic. The gap went unnoticed for a week because all monitoring email depended on the missing Postfix.

The Checklist

Before Migration

Power on both old and new boxes. Run this comparison to find gaps:

# Fedora — list baseline packages on both hosts
ssh root@OLD_HOST 'rpm -qa --qf "%{NAME}\n" | sort | grep -iE "fail2ban|logwatch|postfix|netdata|clamav|dnf-auto|tailscale|cronie|firewalld"'
ssh root@NEW_HOST 'rpm -qa --qf "%{NAME}\n" | sort | grep -iE "fail2ban|logwatch|postfix|netdata|clamav|dnf-auto|tailscale|cronie|firewalld"'

# Ubuntu — list baseline packages on both hosts
ssh root@OLD_HOST 'dpkg -l | grep -iE "fail2ban|logwatch|postfix|netdata|clamav|unattended|tailscale" | awk "{print \$2}" | sort'
ssh root@NEW_HOST 'dpkg -l | grep -iE "fail2ban|logwatch|postfix|netdata|clamav|unattended|tailscale" | awk "{print \$2}" | sort'

Compare enabled services:

ssh root@HOST 'systemctl list-unit-files --state=enabled --no-pager | grep -iE "fail2ban|logwatch|postfix|netdata|clamav|dnf-auto|tailscale|cronie|firewalld|sshd"'

Baseline Components

Every server in the fleet should have these. Check each one after migration:

Component	Package (Fedora)	Package (Ubuntu)	Ansible Playbook	Notes
Monitoring	netdata	netdata	netdata.yml	Claim to Netdata Cloud if applicable
VPN	tailscale	tailscale	— (manual join)	Rename node in Tailscale admin
Intrusion prevention	fail2ban	fail2ban	harden.yml	Check jail.local, banaction matches firewall
Email relay	postfix	postfix	configure_postfix_relay.yml	Required by logwatch, Netdata, fail2ban
Log summaries	logwatch	logwatch	logwatch.yml	Override file, not defaults — see logwatch fleet setup
Firewall	firewalld	ufw	configure_firewall_*.yml	Verify fail2ban banaction matches
Cron	cronie	cron	— (usually pre-installed)	Required by logwatch
Auto-updates	dnf-automatic	unattended-upgrades	ansible-unattended-upgrades-fleet	Security patches only
Antivirus	clamav	clamav	clamav.yml (clamav role)	Internet-facing hosts only
SSH hardening	openssh-server	openssh-server	ssh_hardening.yml (ssh_hardening role)	Key-only, no root password
Timezone	—	—	—	US servers: America/New_York; UK: Europe/London. Hetzner defaults to UTC.
CA bundle (Fedora)	ca-certificates	ca-certificates	—	Verify /etc/pki/tls/certs/ca-bundle.crt symlink exists — see Fedora CA bundle fix
Syslog (Fedora)	rsyslog	— (pre-installed)	—	Fedora 44 Hetzner images have journald only. Logwatch needs /var/log/messages + /var/log/secure.

After Migration

1. Set the timezone — timedatectl set-timezone America/New_York (US) or Europe/London (UK). Hetzner images default to UTC.
2. Set the system hostname — Hetzner provisions the box as <host>-hetzner. Run hostnamectl set-hostname <host> and fix the loopback line: sed -i "s/127.0.1.1.*/127.0.1.1 <host> <host>/" /etc/hosts. Skip this and Logwatch emails arrive titled Logwatch for <host>-hetzner weeks later. Do it alongside the Tailscale node rename and Postfix myhostname — all three read from the provisioning label. See Logwatch wrong hostname after migration.
3. Verify CA bundle (Fedora) — ls /etc/pki/tls/certs/ca-bundle.crt. If missing, Postfix TLS, curl, and dnf will all fail silently. See Fedora CA bundle fix.
4. Run harden.yml against the new host — catches most gaps in one pass
5. Send a test email — echo test | mail -s "test" marcus@majorshouse.com — if this fails, nothing else can alert you
6. Verify crond is running — systemctl is-active crond (Fedora) or systemctl is-active cron (Ubuntu). cronie can be enabled but not active after provisioning.
7. Check Netdata Cloud — verify the new node appears and alerts are flowing
8. Compare fail2ban jails — fail2ban-client status on both old and new
9. Verify logwatch sends — sudo logwatch --output mail --range today
10. Keep the old box powered off but not destroyed for at least 7 days after remediation

Using doctl to Manage Old Droplets

# Authenticate (token from Ansible vault)
cd ~/MajorAnsible
ansible-vault view group_vars/all/vault.yml | grep vault_do_oauth_token | awk '{print $2}' | xargs doctl auth init --access-token

# List droplets
doctl compute droplet list --format Name,ID,Status,PublicIPv4

# Power on for comparison
doctl compute droplet-action power-on DROPLET_ID

# Power off when done
doctl compute droplet-action power-off DROPLET_ID

Lesson Learned

Application migration is not server migration. The app can work perfectly while the monitoring, alerting, and email infrastructure is completely broken. Always compare the full package baseline between old and new boxes before calling a migration complete.