Difference between revisions of "Installation"
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− | = | + | <div style="float:right;margin: 10px;">__TOC__</div> |
− | |||
− | < | + | <div style="color:red;padding:1em;border:1px solid orange;text-align:center;">'''The new code base is on [https://github.com/mx3/mx github]'''</div> |
− | == | + | == Overview == |
− | = | + | mx can be installed locally for development or testing purposes or on a server. If you're seriously considering supporting a mx installation in your lab or workplace you should have an intermediate to advanced programmer or server admin on your team. <span style="color:red;">Because of the relatively rapid updates to mx we recommend that you should presently use the edge branch.</span> |
− | + | == Dependencies == | |
− | + | === Required === | |
− | === [http:// | + | ==== [http://www.mysql.com/ MySQL] ==== |
− | * | + | * MySQL 5.n is in use on development and production servers. Its easiest to install the community addition with the startup item, then reboot. |
− | + | * There are many examples of how to install and [[secure your mysql|secure MySQL]] on your machine available on whe world-wide web. If you are using OS X chances are you have a copy installed already (it will need configuration if you haven't already done so). | |
− | + | ===== Mx specific settings ===== | |
+ | * Typically you add settings to /etc/my.cnf. | ||
+ | * First, check that the value of the `socket` setting matches that provided in /config/database.yml, looking something like this in the .cnf file. | ||
+ | [client] | ||
+ | socket = /var/mysql/mysql.sock | ||
+ | [mysqld] | ||
+ | socket = /var/mysql/mysql.sock | ||
− | + | * Second, add the following line under the [mysqld] settings. | |
+ | [mysqld] | ||
+ | max_allowed_packet = 32M | ||
− | + | ==== [http://www.ruby-lang.org/en/ Ruby] ==== | |
− | + | ||
− | + | ||
− | + | ||
− | + | * If you don't already have Ruby (most *nix systems come with it installed) you can find more about it [http://www.ruby-lang.org here]. Ruby v. 1.8.7 or higher is now required. We recommend building from source. Get the source [http://www.ruby-lang.org/en/ here]. | |
− | + | ==== [http://docs.rubygems.org/read/chapter/3 RubyGems ] ==== | |
− | === [http://www.imagemagick.org/script/index.php ImageMagik] | + | * Its easiest to install several Ruby packages (including Rails) through the Ruby package manager RubyGems. |
+ | |||
+ | ''<span style="color:red;">IMPORTANT</span>: There are issues with the rubygems > 1.7.2 and mx, the last known rubygem version to work is 1.7.2.'' This issue (and many others) should disappear when we finish the jump to Rails 3. A possible ''untested'' workaround is to use Rails 2.3.12. | ||
+ | |||
+ | ==== [http://www.rubyonrails.org/ Rails] ==== | ||
+ | |||
+ | ''' Production is now using Rails 2.3.10. Install the required version with the -v flag. ''' | ||
+ | |||
+ | * Do (appending --no-rdoc will speed things up, but not install local documentation): | ||
+ | |||
+ | gem install rails -v=2.3.10 --include-dependencies --no-rdoc | ||
+ | |||
+ | === Optional === | ||
+ | |||
+ | ==== [http://www.imagemagick.org/script/index.php ImageMagik] ==== | ||
* NOTE: This is optional, and not required for MorphBank images. | * NOTE: This is optional, and not required for MorphBank images. | ||
+ | * The tools 'convert' and 'identify' must be in your ''systems'' PATH, copying them to /usr/bin generally works. You do not need a rubygem hook. | ||
+ | * Ensure that you have created the necessary paths for storing the images. | ||
+ | * If possible install the additional jpg, tiff, png, and gs libraries before installing ImageMagick, this will let you handle additional image formats. | ||
− | + | ==== Passenger ==== | |
− | + | ||
− | + | ||
− | + | * Used only on a production server. | |
+ | * If you are running passenger, on CentOS/RHEL 5 servers there is a default daily chron that deletes some necessary passenger files in /tmp/passenger.PID. The easiest way to deal with this is to set the PassengerTempDir in the apache conf to something else, like so: | ||
− | + | PassengerTempDir /some_other_tmp_dir | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | == Installation == | |
+ | === Stepwise overview === | ||
− | + | # Install the required software (see above). There are numerous external sites that will help with installing these software, as such their installation is not documented here. | |
− | + | # Download the mx source and required gems. | |
+ | # Create the database(s) | ||
+ | # Populate the database with some initial data | ||
+ | # Configure the local environment | ||
+ | # Configure your folders | ||
+ | # Start the server | ||
− | + | === Download the mx source === | |
− | + | The preferred method is now to checkout the source from [http://sourceforge.net/projects/mx-database/ Sourceforge] using [[http://subversion.tigris.org/ SVN]]]. | |
− | + | <em>The (trunk) branch is now permanently deprecated, ignore it.</em> | |
− | + | For developers or those wanting to see the latest changes an edge branch that should be relatively stable but may contain production restricting commits is here: | |
− | + | svn co https://mx-database.svn.sourceforge.net/svnroot/mx-database/branches/edge your_local_folder_name_here | |
+ | Several site-specific branches are being added, these are not recommended as a base for new installs but do provide a lot of example code. To grab everything you can just do: | ||
+ | svn co https://mx-database.svn.sourceforge.net/svnroot/mx-database your_local_folder_name_here | ||
− | + | === Get the required gems === | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | Depending on the checkout you downloaded you might need to install the ruby-debug gem ''first'' (note for Ruby 1.9.1 users you will likely need to install the ruby-debug19 gem). | |
− | + | ''sudo'' gem install ruby-debug | |
− | + | You need various Ruby gems listed in the ''environment.rb''. The easiest way to install them all is to enter your mx folder (you should see the folders 'app', 'config' etc. if you are in the right place) and type: | |
− | + | ''sudo'' rake gems:install | |
− | === | + | ==== Mysql ==== |
− | < | + | <span style="color:red;">'''Note that the native mysql gem is nearly always problematic, and you might have to work at getting it installed.'''</span> |
+ | You can try: | ||
− | == | + | sudo env ARCHFLAGS="-arch i386" gem install mysql -- --with-mysql-config=/usr/local/mysql/bin/mysql_config |
− | + | On RHEL (after ''yum install mysql-devel'') this worked: | |
− | + | gem install mysql -- --with-mysql-config=/usr/lib64/mysql/mysql_config | |
− | + | ||
− | + | ||
− | + | ||
− | + | On Ubuntu 9.10 ([https://help.ubuntu.com/community/RubyOnRails see also here]) this worked: | |
− | + | sudo apt-get install libmysqlclient-dev | |
− | + | sudo gem install mysql | |
− | + | ||
− | + | See below or [http://wonko.com/post/how-to-install-the-mysqlruby-gem-on-mac-os-x-leopard here], and more recently [http://techliberty.blogspot.com/ here] for other possible solutions if you have no luck with the above. | |
− | + | ==== mx on 64 bit Mavericks ==== | |
+ | |||
+ | 4/3/2014 - . Using RVM with both Ruby 1.8.7 andMysql 5.1.73 installed in 64 bits, it is possible to use the mysql2 gem + activerecord-mysql2-adapter (0.0.3). You will have to edit the line around 30 in /trunk/vendor/plugins/redhillonrails_core/lib/red_hill_consulting/core/active_record/base.rb like so: ' column.case_sensitive = true # index.case_sensitive?'. To install under RVM you'll need gem version 1.8.24. Force the install. You'll have many deprecation warnings when starting the server, these can be ignored.. | ||
+ | ' . If you have lots of Specimen data you may need to add 'max_allowed_packet = 32M' in the [mysqld] section of your my.cnf. | ||
+ | |||
+ | === Configuring the database === | ||
+ | |||
+ | ==== Create the databases ==== | ||
+ | |||
+ | These instructions follow the defaults included in the database.yml file. Edit that file to change your configuration as necessary. | ||
+ | |||
+ | If you haven't yet create the databases (don't forget the ';' for mysql | ||
commands): | commands): | ||
− | |||
mysql -u root -p | mysql -u root -p | ||
<enter password> | <enter password> | ||
+ | create database mx_test; | ||
create database mx_development; | create database mx_development; | ||
− | + | create database mx_production; | |
− | + | ||
− | + | You'll need to add a MySQL account so that the app can access the database: | |
− | + | GRANT ALL PRIVILEGES ON mx_development.* TO 'mx'@'localhost' IDENTIFIED BY 'MmmXxx'; | |
− | + | ||
− | + | ||
+ | Repeat the above but swap out the word development for 'test' and 'production'. | ||
− | + | ==== Build the tables and populate some initial data ==== | |
− | + | ||
− | + | ||
− | + | ||
− | + | <div style="text-align:center; color:green;">''Do this step if you have are starting from scratch, and have no existing mx dump to work with. If you have a mx data dump (see below) skip to "Import existing data".''</div> | |
− | + | Exit mysql and navigate to the root of your mx install. Create the development database with the rake task (you may need to prefix with 'sudo'): | |
− | + | rake db:migrate RAILS_ENV=development | |
− | + | ||
− | You | + | You can create the production database like so if necessary: |
− | + | rake db:migrate RAILS_ENV=production | |
+ | |||
+ | To create the test database do | ||
+ | |||
+ | rake db:test:clone_structure | ||
+ | |||
+ | Anytime the source is updated just repeat the rake db:migrate and your database will be updated if there are changes. There are several [[Rake tasks| rake tasks available for dumping and restoring data]], make sure to check them out. | ||
A single user with administrator privileges will have to be manually added to the 'people' tables prior to using mx. Once this user is added additional users can be added from the mx interface. | A single user with administrator privileges will have to be manually added to the 'people' tables prior to using mx. Once this user is added additional users can be added from the mx interface. | ||
− | use | + | mysql -u root -p |
+ | <enter password> | ||
+ | use mx_development; | ||
insert into people (first_name, last_name, login, password, is_admin, | insert into people (first_name, last_name, login, password, is_admin, | ||
creates_projects) values ('joe', 'smith', 'jsmith', sha1('foosomepwdbar'), 1,1); | creates_projects) values ('joe', 'smith', 'jsmith', sha1('foosomepwdbar'), 1,1); | ||
Line 143: | Line 172: | ||
* IMPORTANT - you must wrap 'foo' and 'bar' around your password in the above line. In the example above the password for 'jsmith' is 'somepwd' # | * IMPORTANT - you must wrap 'foo' and 'bar' around your password in the above line. In the example above the password for 'jsmith' is 'somepwd' # | ||
− | While in the MySQL client you'll also want to add a root node to your taxonomic names hierarchy (assumes the admin you created has id 1). | + | While in the MySQL client you'll also want to add a root node to your taxonomic names hierarchy (this assumes the admin you created has id 1). |
− | insert into taxon_names (name, l, r, creator_id, updator_id) values ('root', 1, 2, 1, 1); | + | insert into taxon_names (name, cached_display_name, l, r, creator_id, updator_id) values ('root', 'root', 1, 2, 1, 1); |
− | == Usage (development | + | ==== Importing existing data ==== |
+ | |||
+ | If you have access to an existing dump of mx data (it will look something like "2011_08_19_110700.sql") generated by you or an existing mx adminstrator, then you need not do the 'Build the tables and populate some initial data' step. To use this data copy the .sql file ''mx_root''/db/dumps, then do this | ||
+ | |||
+ | rake mx:db:restore_last RAILS_ENV=development | ||
+ | |||
+ | This will both build the database and load your data dump into it. | ||
+ | |||
+ | === Configure the mx environment === | ||
+ | |||
+ | If you are starting with a new mx, i.e. not a version in production somehwere, you'll need to configure the local environment. | ||
+ | |||
+ | Open | ||
+ | |||
+ | /config/initializers/local_config.rb | ||
+ | |||
+ | and update the various FOO variables as needed, see comments therein. | ||
+ | |||
+ | You'll need to grab [http://code.google.com/apis/maps/signup.html GoogleMaps API keys] and add them to BOTH of: | ||
+ | |||
+ | GMAPS_KEY_PRODUCTION | ||
+ | GMAPS_KEY_DEVELOPMENT | ||
+ | |||
+ | Finally, replace the emails in | ||
+ | |||
+ | ExceptionNotifier.exception_recipients = %w(joe@schmoe.com bob@gmail.com) | ||
+ | |||
+ | with those you want e-mails to be sent to when errors are thrown. | ||
+ | |||
+ | === Configure your operating system environment === | ||
+ | |||
+ | ==== Specific to *nix systems: check the path of your MySQL socket ==== | ||
+ | |||
+ | By default, the path of mysql.sock is set to | ||
+ | /tmp/mysql.sock | ||
+ | |||
+ | However, several distributions do not use this path. To change it edit the file | ||
+ | config/database.yml | ||
+ | and replace the 3 occurrences of | ||
+ | socket: /tmp/mysql.sock | ||
+ | by your actual path. For instance in Ubuntu | ||
+ | socket: /var/run/mysqld/mysqld.sock | ||
+ | |||
+ | === Configuring file and image storage === | ||
+ | |||
+ | Edit the /config/initializers/local_config.rb file and configure the various FILE_PATH variables, for development they can typically be left alone. If left as-is they correspond to the folders that you'll need to create as below: | ||
+ | |||
+ | public/files | ||
+ | public/files/images | ||
+ | public/files/images/big | ||
+ | public/files/images/medium | ||
+ | public/files/images/original | ||
+ | public/files/images/thumb | ||
+ | public/files/pdfs | ||
+ | public/files/datasets | ||
+ | public/files/chromatograms | ||
+ | |||
+ | On a *nix system you can also use a symbolic link to keep your images, pdfs, and datasets elsewhere. | ||
+ | |||
+ | === Test your configurations/environment === | ||
+ | |||
+ | Do | ||
+ | |||
+ | rake test | ||
+ | |||
+ | This runs the numerous internal tests, it take some time. While you'll typically see a few fail the vast majority should pass. If they do chances are your environment is correctly configured. | ||
+ | |||
+ | === Start the server (development) === | ||
+ | |||
+ | Try starting the sever, depending on your operating system you may have to set some permission. | ||
+ | |||
+ | ruby script/server | ||
+ | |||
+ | Navigate to [http://127.0.0.1:3000 http://127.0.0.1:3000] | ||
+ | |||
+ | You may see the following problems at this point (solution in []). | ||
+ | |||
+ | * <em>schema.rb doesn't exist yet. Run "rake db:migrate" to create it then try again.</em> [Run "rake db:migrate" (and see below). | ||
+ | * <em>Rails Error: Unable to access log file.</em> [Change permissions on the /log folder so that it is writable. In development just do "chmod 755 log". Then, in the log folder, do "echo '' > development.log", followed by "chmod 666 development.log". If you are on a mac or linux machine you may need to prefix these commands with "sudo".] | ||
+ | |||
+ | === Troubleshooting === | ||
+ | |||
+ | ==== Configuring my.cnf ==== | ||
+ | |||
+ | If you get a 'Mysql::Error: Got a packet bigger than 'max_allowed_packet' bytes:' you can add the following line to your my.cnf under [mysqld]: 'max_allowed_packet = 32M;'. | ||
+ | |||
+ | == Usage (development) == | ||
=== Using the server/application === | === Using the server/application === | ||
Line 173: | Line 288: | ||
to add regular users. | to add regular users. | ||
− | == | + | == Upgrading == |
− | + | Once you have mx installed upgrading should be relatively straightforward. First, make a backup of both the database and the application, we assume you know where your data reside by this point, and we assume that you know that things can go horribly wrong. After backing up replace the old source with the new (see below for comments). Then, make sure you have the required Rails/Gems (plugins are included in the source already). Finally, run the rake task to update the database like so: | |
− | + | rake db:migrate RAILS_ENV=<development|production> | |
− | + | Its always a good idea to run the test suite as well, this will give you a good idea of what possible problems you might still have. | |
− | rake | + | rake test |
− | + | == Usage (production) == | |
− | + | Production installation follows, for the most part, the same installation process as above. See the Rails homepage for setting up the server. Note that only users with accounts can see data in a clean installation of mx, i.e. you must manually configure the installation to make data available to the public. | |
− | + | If you plan to set up a production installation of mx, it would be a good idea to read chapter 27 of ''Agile Web Development with Rails'', second edition. | |
− | + | === Production with no customizations === | |
− | + | We don't have Capistrano working, so essentially you'll have to devise your own method of rolling to production, we use an SVN checkout for now. | |
− | + | === Production with customizations === | |
− | + | If you have begun to build public front ends you know where your custom code resides (/public, /app/models/public, /app/controllers/public, /app/views/public), manage these as you like. | |
− | + | === Apache configuration === | |
− | + | If you plan to use the API functionality you'll need add the following to your virtual .conf: | |
− | + | ||
− | + | AllowEncodedSlashes On | |
− | + | ||
− | + | ||
− | + | ||
− | + | == Legacy notes on installation / configuration == | |
− | + | ||
− | + | * These notes: [[one person's experience with installing mx]] also include Mac install instructions, but these do not include Ruby install instructions. | |
− | + | * Very good installation notes for Ubuntu hardy can be found on the [[http://articles.slicehost.com/2008/4/30/ubuntu-hardy-ruby-on-rails Slicehost blog]] (November, 2008). | |
− | + | * Notes for [[Server configuration | Server set up note here]]. | |
− | + | ||
− | == | + | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + |
Latest revision as of 12:00, 3 April 2014
[edit] Overview
mx can be installed locally for development or testing purposes or on a server. If you're seriously considering supporting a mx installation in your lab or workplace you should have an intermediate to advanced programmer or server admin on your team. Because of the relatively rapid updates to mx we recommend that you should presently use the edge branch.
[edit] Dependencies
[edit] Required
[edit] MySQL
- MySQL 5.n is in use on development and production servers. Its easiest to install the community addition with the startup item, then reboot.
- There are many examples of how to install and secure MySQL on your machine available on whe world-wide web. If you are using OS X chances are you have a copy installed already (it will need configuration if you haven't already done so).
[edit] Mx specific settings
- Typically you add settings to /etc/my.cnf.
- First, check that the value of the `socket` setting matches that provided in /config/database.yml, looking something like this in the .cnf file.
[client] socket = /var/mysql/mysql.sock [mysqld] socket = /var/mysql/mysql.sock
- Second, add the following line under the [mysqld] settings.
[mysqld] max_allowed_packet = 32M
[edit] Ruby
- If you don't already have Ruby (most *nix systems come with it installed) you can find more about it here. Ruby v. 1.8.7 or higher is now required. We recommend building from source. Get the source here.
[edit] RubyGems
- Its easiest to install several Ruby packages (including Rails) through the Ruby package manager RubyGems.
IMPORTANT: There are issues with the rubygems > 1.7.2 and mx, the last known rubygem version to work is 1.7.2. This issue (and many others) should disappear when we finish the jump to Rails 3. A possible untested workaround is to use Rails 2.3.12.
[edit] Rails
Production is now using Rails 2.3.10. Install the required version with the -v flag.
- Do (appending --no-rdoc will speed things up, but not install local documentation):
gem install rails -v=2.3.10 --include-dependencies --no-rdoc
[edit] Optional
[edit] ImageMagik
- NOTE: This is optional, and not required for MorphBank images.
- The tools 'convert' and 'identify' must be in your systems PATH, copying them to /usr/bin generally works. You do not need a rubygem hook.
- Ensure that you have created the necessary paths for storing the images.
- If possible install the additional jpg, tiff, png, and gs libraries before installing ImageMagick, this will let you handle additional image formats.
[edit] Passenger
- Used only on a production server.
- If you are running passenger, on CentOS/RHEL 5 servers there is a default daily chron that deletes some necessary passenger files in /tmp/passenger.PID. The easiest way to deal with this is to set the PassengerTempDir in the apache conf to something else, like so:
PassengerTempDir /some_other_tmp_dir
[edit] Installation
[edit] Stepwise overview
- Install the required software (see above). There are numerous external sites that will help with installing these software, as such their installation is not documented here.
- Download the mx source and required gems.
- Create the database(s)
- Populate the database with some initial data
- Configure the local environment
- Configure your folders
- Start the server
[edit] Download the mx source
The preferred method is now to checkout the source from Sourceforge using [SVN]].
The (trunk) branch is now permanently deprecated, ignore it.
For developers or those wanting to see the latest changes an edge branch that should be relatively stable but may contain production restricting commits is here:
svn co https://mx-database.svn.sourceforge.net/svnroot/mx-database/branches/edge your_local_folder_name_here
Several site-specific branches are being added, these are not recommended as a base for new installs but do provide a lot of example code. To grab everything you can just do:
svn co https://mx-database.svn.sourceforge.net/svnroot/mx-database your_local_folder_name_here
[edit] Get the required gems
Depending on the checkout you downloaded you might need to install the ruby-debug gem first (note for Ruby 1.9.1 users you will likely need to install the ruby-debug19 gem).
sudo gem install ruby-debug
You need various Ruby gems listed in the environment.rb. The easiest way to install them all is to enter your mx folder (you should see the folders 'app', 'config' etc. if you are in the right place) and type:
sudo rake gems:install
[edit] Mysql
Note that the native mysql gem is nearly always problematic, and you might have to work at getting it installed. You can try:
sudo env ARCHFLAGS="-arch i386" gem install mysql -- --with-mysql-config=/usr/local/mysql/bin/mysql_config
On RHEL (after yum install mysql-devel) this worked:
gem install mysql -- --with-mysql-config=/usr/lib64/mysql/mysql_config
On Ubuntu 9.10 (see also here) this worked:
sudo apt-get install libmysqlclient-dev sudo gem install mysql
See below or here, and more recently here for other possible solutions if you have no luck with the above.
[edit] mx on 64 bit Mavericks
4/3/2014 - . Using RVM with both Ruby 1.8.7 andMysql 5.1.73 installed in 64 bits, it is possible to use the mysql2 gem + activerecord-mysql2-adapter (0.0.3). You will have to edit the line around 30 in /trunk/vendor/plugins/redhillonrails_core/lib/red_hill_consulting/core/active_record/base.rb like so: ' column.case_sensitive = true # index.case_sensitive?'. To install under RVM you'll need gem version 1.8.24. Force the install. You'll have many deprecation warnings when starting the server, these can be ignored.. ' . If you have lots of Specimen data you may need to add 'max_allowed_packet = 32M' in the [mysqld] section of your my.cnf.
[edit] Configuring the database
[edit] Create the databases
These instructions follow the defaults included in the database.yml file. Edit that file to change your configuration as necessary.
If you haven't yet create the databases (don't forget the ';' for mysql commands):
mysql -u root -p <enter password> create database mx_test; create database mx_development; create database mx_production;
You'll need to add a MySQL account so that the app can access the database:
GRANT ALL PRIVILEGES ON mx_development.* TO 'mx'@'localhost' IDENTIFIED BY 'MmmXxx';
Repeat the above but swap out the word development for 'test' and 'production'.
[edit] Build the tables and populate some initial data
Exit mysql and navigate to the root of your mx install. Create the development database with the rake task (you may need to prefix with 'sudo'):
rake db:migrate RAILS_ENV=development
You can create the production database like so if necessary:
rake db:migrate RAILS_ENV=production
To create the test database do
rake db:test:clone_structure
Anytime the source is updated just repeat the rake db:migrate and your database will be updated if there are changes. There are several rake tasks available for dumping and restoring data, make sure to check them out.
A single user with administrator privileges will have to be manually added to the 'people' tables prior to using mx. Once this user is added additional users can be added from the mx interface.
mysql -u root -p <enter password> use mx_development; insert into people (first_name, last_name, login, password, is_admin, creates_projects) values ('joe', 'smith', 'jsmith', sha1('foosomepwdbar'), 1,1);
- IMPORTANT - you must wrap 'foo' and 'bar' around your password in the above line. In the example above the password for 'jsmith' is 'somepwd' #
While in the MySQL client you'll also want to add a root node to your taxonomic names hierarchy (this assumes the admin you created has id 1).
insert into taxon_names (name, cached_display_name, l, r, creator_id, updator_id) values ('root', 'root', 1, 2, 1, 1);
[edit] Importing existing data
If you have access to an existing dump of mx data (it will look something like "2011_08_19_110700.sql") generated by you or an existing mx adminstrator, then you need not do the 'Build the tables and populate some initial data' step. To use this data copy the .sql file mx_root/db/dumps, then do this
rake mx:db:restore_last RAILS_ENV=development
This will both build the database and load your data dump into it.
[edit] Configure the mx environment
If you are starting with a new mx, i.e. not a version in production somehwere, you'll need to configure the local environment.
Open
/config/initializers/local_config.rb
and update the various FOO variables as needed, see comments therein.
You'll need to grab GoogleMaps API keys and add them to BOTH of:
GMAPS_KEY_PRODUCTION GMAPS_KEY_DEVELOPMENT
Finally, replace the emails in
ExceptionNotifier.exception_recipients = %w(joe@schmoe.com bob@gmail.com)
with those you want e-mails to be sent to when errors are thrown.
[edit] Configure your operating system environment
[edit] Specific to *nix systems: check the path of your MySQL socket
By default, the path of mysql.sock is set to
/tmp/mysql.sock
However, several distributions do not use this path. To change it edit the file
config/database.yml
and replace the 3 occurrences of
socket: /tmp/mysql.sock
by your actual path. For instance in Ubuntu
socket: /var/run/mysqld/mysqld.sock
[edit] Configuring file and image storage
Edit the /config/initializers/local_config.rb file and configure the various FILE_PATH variables, for development they can typically be left alone. If left as-is they correspond to the folders that you'll need to create as below:
public/files public/files/images public/files/images/big public/files/images/medium public/files/images/original public/files/images/thumb public/files/pdfs public/files/datasets public/files/chromatograms
On a *nix system you can also use a symbolic link to keep your images, pdfs, and datasets elsewhere.
[edit] Test your configurations/environment
Do
rake test
This runs the numerous internal tests, it take some time. While you'll typically see a few fail the vast majority should pass. If they do chances are your environment is correctly configured.
[edit] Start the server (development)
Try starting the sever, depending on your operating system you may have to set some permission.
ruby script/server
Navigate to http://127.0.0.1:3000
You may see the following problems at this point (solution in []).
- schema.rb doesn't exist yet. Run "rake db:migrate" to create it then try again. [Run "rake db:migrate" (and see below).
- Rails Error: Unable to access log file. [Change permissions on the /log folder so that it is writable. In development just do "chmod 755 log". Then, in the log folder, do "echo > development.log", followed by "chmod 666 development.log". If you are on a mac or linux machine you may need to prefix these commands with "sudo".]
[edit] Troubleshooting
[edit] Configuring my.cnf
If you get a 'Mysql::Error: Got a packet bigger than 'max_allowed_packet' bytes:' you can add the following line to your my.cnf under [mysqld]: 'max_allowed_packet = 32M;'.
[edit] Usage (development)
[edit] Using the server/application
To test/develop in development mode navigate to the root of your installation and type
ruby script/server
Open a web browser and browse to
127.0.0.1:3000
You should see a login page. If you see the mx page but no login fields then you have not correctly added your administrator user.
Once logged in navigate to
127.0.0.1:3000/admin
to create new projects.
You can also navigate to
127.0.0.1:3000/account/signup
to add regular users.
[edit] Upgrading
Once you have mx installed upgrading should be relatively straightforward. First, make a backup of both the database and the application, we assume you know where your data reside by this point, and we assume that you know that things can go horribly wrong. After backing up replace the old source with the new (see below for comments). Then, make sure you have the required Rails/Gems (plugins are included in the source already). Finally, run the rake task to update the database like so:
rake db:migrate RAILS_ENV=<development|production>
Its always a good idea to run the test suite as well, this will give you a good idea of what possible problems you might still have.
rake test
[edit] Usage (production)
Production installation follows, for the most part, the same installation process as above. See the Rails homepage for setting up the server. Note that only users with accounts can see data in a clean installation of mx, i.e. you must manually configure the installation to make data available to the public.
If you plan to set up a production installation of mx, it would be a good idea to read chapter 27 of Agile Web Development with Rails, second edition.
[edit] Production with no customizations
We don't have Capistrano working, so essentially you'll have to devise your own method of rolling to production, we use an SVN checkout for now.
[edit] Production with customizations
If you have begun to build public front ends you know where your custom code resides (/public, /app/models/public, /app/controllers/public, /app/views/public), manage these as you like.
[edit] Apache configuration
If you plan to use the API functionality you'll need add the following to your virtual .conf:
AllowEncodedSlashes On
[edit] Legacy notes on installation / configuration
- These notes: one person's experience with installing mx also include Mac install instructions, but these do not include Ruby install instructions.
- Very good installation notes for Ubuntu hardy can be found on the [Slicehost blog] (November, 2008).
- Notes for Server set up note here.