Move development installations instructions to a separate file.

This will make the core README.md file cleaner.
This commit is contained in:
Tim Abbott 2015-11-03 20:57:54 -08:00
parent 8181a0423f
commit 55ddc35b90
2 changed files with 307 additions and 297 deletions

296
README.dev.md Normal file
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@ -0,0 +1,296 @@
Installing the Zulip Development environment
============================================
You will need a machine with at least 2GB of RAM available (see
https://github.com/zulip/zulip/issues/32 for a plan for how to
dramatically reduce this requirement).
Start by cloning this repository: `git clone https://github.com/zulip/zulip.git`
Using Vagrant
-------------
This is the recommended approach, and is tested on OS X 10.10 as well as Ubuntu 14.04.
* The best performing way to run the Zulip development environment is
using an LXC container. If your host is Ubuntu 14.04 (or newer;
what matters is having support for LXC containers), you'll want to
install and configure the LXC Vagrant provider like this:
`sudo apt-get install vagrant lxc lxc-templates cgroup-lite redir && vagrant plugin install vagrant-lxc`
* If your host is OS X, [download VirtualBox](https://www.virtualbox.org/wiki/Downloads),
[download Vagrant](https://www.vagrantup.com/downloads.html), and install them both.
Once that's done, simply change to your zulip directory and run
`vagrant up` in your terminal to install the development server. This
will take a long time on the first run because Vagrant needs to
download the Ubuntu Trusty base image, but later you can run `vagrant
destroy` and then `vagrant up` again to rebuild the environment and it
will be much faster.
Once that finishes, you can run the development server as follows:
```
vagrant ssh -- -L9991:localhost:9991
# Now inside the container
cd /srv/zulip
source /srv/zulip-venv/bin/activate
./tools/run-dev.py --interface=''
```
You can now visit <http://localhost:9991/> in your browser. To get
shell access to the virtual machine running the server, use `vagrant ssh`.
(A small note on tools/run-dev.py: the `--interface=''` option will make
the development server listen on all network interfaces. While this
is correct for the Vagrant guest sitting behind a NAT, you probably
don't want to use that option when using run-dev.py in other environments).
The run-dev.py console output will show any errors your Zulip
development server encounters. It runs on top of Django's [manage.py
runserver](https://docs.djangoproject.com/en/1.8/ref/django-admin/#runserver-port-or-address-port)
tool, which will automatically restart the Zulip Django and Tornado
servers whenever you save changes to Python code.
However, the Zulip queue workers will not automatically restart when
you save changes, so you will need to ctrl-C and then restart
`run-dev.py` manually if you are testing changes to the queue workers
or if a queue worker has crashed.
Using provision.py without Vagrant
----------------------------------
If you'd like to install a Zulip development environment on a server
that's already running Ubuntu 14.04 Trusty, you can do that by just
running:
```
sudo apt-get update
sudo apt-get install -y python-pbs
python /srv/zulip/provision.py
cd /srv/zulip
source /srv/zulip-venv/bin/activate
./tools/run-dev.py
```
By hand
-------
If you really want to install everything by hand, the below
instructions should work.
Install the following non-Python dependencies:
* libffi-dev — needed for some Python extensions
* postgresql 9.1 or later — our database (also install development headers)
* memcached (and headers)
* rabbitmq-server
* libldap2-dev
* python-dev
* redis-server — rate limiting
* tsearch-extras — better text search
* libfreetype6-dev - needed before you pip install Pillow to properly generate emoji PNGs
On Debian or Ubuntu systems:
```
sudo apt-get install libffi-dev memcached rabbitmq-server libldap2-dev python-dev redis-server postgresql-server-dev-all libmemcached-dev libfreetype6-dev
# If on 12.04 or wheezy:
sudo apt-get install postgresql-9.1
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.1-tsearch-extras_0.1.2_amd64.deb
sudo dpkg -i postgresql-9.1-tsearch-extras_0.1.2_amd64.deb
# If on 14.04:
sudo apt-get install postgresql-9.3
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.3-tsearch-extras_0.1.2_amd64.deb
sudo dpkg -i postgresql-9.3-tsearch-extras_0.1.2_amd64.deb
# If on 15.04 or jessie:
sudo apt-get install postgresql-9.4
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.4-tsearch-extras_0.1_amd64.deb
sudo dpkg -i postgresql-9.4-tsearch-extras_0.1_amd64.deb
```
Now continue with the "All systems" instructions below.
On Fedora 22 (experimental):
These instructions are experimental and may have bugs; patches welcome!
```
sudo dnf install libffi-devel memcached rabbitmq-server openldap-devel python-devel redis postgresql-server postgresql-devel postgresql libmemcached-devel freetype-devel
wget https://launchpad.net/~tabbott/+archive/ubuntu/zulip/+files/tsearch-extras_0.1.3.tar.gz
tar xvzf tsearch-extras_0.1.3.tar.gz
cd ts2
make
sudo make install
# Hack around missing dictionary files -- need to fix this to get
# the proper dictionaries from what in debian is the hunspell-en-us package.
sudo touch /usr/share/pgsql/tsearch_data/english.stop
sudo touch /usr/share/pgsql/tsearch_data/en_us.dict
sudo touch /usr/share/pgsql/tsearch_data/en_us.affix
# Edit the postgres settings:
sudo vi /var/lib/pgsql/data/pg_hba.conf
# Add this line before the first uncommented line to enable password auth:
host all all 127.0.0.1/32 md5
# Start the services
sudo systemctl start redis memcached rabbitmq-server postgresql
# Enable automatic service startup after the system startup
sudo systemctl enable redis rabbitmq-server memcached postgresql
```
Now continue with the All Systems instructions below.
On CentOS 7 Core (experimental):
These instructions are experimental and may have bugs; patches welcome!
```
# Add user zulip to the system (not necessary if you configured zulip as the administrator
# user during the install process of CentOS 7).
useradd zulip
# Create a password for zulip user
passwd zulip
# Allow zulip to sudo
visudo
# Add this line after line `root ALL=(ALL) ALL`
zulip ALL=(ALL) ALL
# Switch to zulip user
su zulip
# Enable EPEL 7 repo so we can install rabbitmq-server, redis and other dependencies
sudo yum install https://dl.fedoraproject.org/pub/epel/epel-release-latest-7.noarch.rpm
# Install dependencies
sudo yum install libffi-devel memcached rabbitmq-server openldap-devel python-devel redis postgresql-server \
postgresql-devel postgresql libmemcached-devel wget python-pip openssl-devel freetype-devel libjpeg-turbo-devel \
zlib-devel nodejs
# We need these packages to compile tsearch-extras
sudo yum groupinstall "Development Tools"
cd && wget https://launchpad.net/~tabbott/+archive/ubuntu/zulip/+files/tsearch-extras_0.1.3.tar.gz
tar xvzf tsearch-extras_0.1.3.tar.gz
cd ts2
make -j $(nproc)
sudo make install
# Hack around missing dictionary files -- need to fix this to get
# the proper dictionaries from what in debian is the hunspell-en-us package.
sudo touch /usr/share/pgsql/tsearch_data/english.stop
sudo touch /usr/share/pgsql/tsearch_data/en_us.dict
sudo touch /usr/share/pgsql/tsearch_data/en_us.affix
# clone Zulip's git repo and cd into it
cd && git clone https://github.com/zulip/zulip && cd zulip/
# Initialize the postgres db
sudo postgresql-setup initdb
# Edit the postgres settings:
sudo vi /var/lib/pgsql/data/pg_hba.conf
# Add these two lines after line 80:
local zulip zulip md5
host all all 127.0.0.1/32 md5
# Change these lines:
host all all 127.0.0.1/32 ident
host all all ::1/128 ident
# to this:
host all all 127.0.0.1/32 md5
host all all ::1/128 md5
# Start the services
sudo systemctl start redis rabbitmq-server memcached postgresql
# Enable automatic service startup after the system startup
sudo systemctl enable redis rabbitmq-server memcached postgresql
```
Now continue with the All Systems instructions below.
All Systems:
```
pip install -r requirements.txt
./tools/download-zxcvbn
./tools/emoji_dump/build_emoji
./scripts/setup/generate_secrets.py -d
sudo cp ./puppet/zulip/files/postgresql/zulip_english.stop /usr/share/postgresql/9.3/tsearch_data/
./scripts/setup/configure-rabbitmq
./tools/postgres-init-dev-db
./tools/do-destroy-rebuild-database
./tools/postgres-init-test-db
./tools/do-destroy-rebuild-test-database
```
To start the development server:
```
./tools/run-dev.py
```
… and visit [http://localhost:9991/](http://localhost:9991/).
Running the test suite
======================
Run all tests:
```
./tools/test-all
```
This runs the linter (`tools/lint-all`) plus all of our test suites;
they can all be run separately (just read `tools/test-all` to see
them). You can also run individual tests which can save you a lot of
time debugging a test failure, e.g.:
```
./tools/test-backend zerver.test_bugdown.BugdownTest.test_inline_youtube
./tools/test-js-with-casper 10-navigation.js
./tools/test-js-with-node # Runs all node tests but is very fast
```
The above instructions include the first-time setup of test databases,
but you may need to rebuild the test database occasionally if you're
working on new database migrations. To do this, run:
```
./tools/postgres-init-test-db
./tools/do-destroy-rebuild-test-database
```
Possible testing issues
=======================
- The Casper tests are flaky on the Virtualbox environment (probably
due to some performance-sensitive races; they work reliably in
Travis CI). Until this issue is debugged, you may need to rerun
them to get them to pass.
- When running the test suite, if you get an error like this:
```
sqlalchemy.exc.ProgrammingError: (ProgrammingError) function ts_match_locs_array(unknown, text, tsquery) does not exist
LINE 2: ...ECT message_id, flags, subject, rendered_content, ts_match_l...
^
```
… then you need to install tsearch-extras, described
above. Afterwards, re-run the `init*-db` and the
`do-destroy-rebuild*-database` scripts.
- When building the development environment using Vagrant and the LXC provider, if you encounter permissions errors, you may need to `chown -R 1000:$(whoami) /path/to/zulip` on the host before running `vagrant up` in order to ensure that the synced directory has the correct owner during provision. This issue will arise if you run `id username` on the host where `username` is the user running Vagrant and the output is anything but 1000.
This seems to be caused by Vagrant behavior; more information can be found here https://github.com/fgrehm/vagrant-lxc/wiki/FAQ#help-my-shared-folders-have-the-wrong-owner

308
README.md
View File

@ -12,10 +12,20 @@ missed-message emails, desktop apps, and much more.
Further information on the Zulip project and its features can be found
at https://www.zulip.org.
Installing the Zulip Development environment
============================================
The Zulip development environment is the recommened option for folks
interested in trying out Zulip. This is documented in
[README.dev.md](README.dev.md).
Running Zulip in production
===========================
This is documented in https://zulip.org/server.html and [README.prod.md](README.prod.md).
Zulip in production only supports Ubuntu 14.04 right now, but work is
ongoing on adding support for additional platforms. The installation
process is documented in https://zulip.org/server.html and in more
detail in [README.prod.md](README.prod.md).
Contributing to Zulip
=====================
@ -116,302 +126,6 @@ Feedback on how to make this development process more efficient, fun,
and friendly to new contributors is very welcome! Just shoot an email
to the Zulip Developers list with your thoughts.
Installing the Zulip Development environment
============================================
You will need a machine with at least 2GB of RAM available (see
https://github.com/zulip/zulip/issues/32 for a plan for how to
dramatically reduce this requirement).
Start by cloning this repository: `git clone https://github.com/zulip/zulip.git`
Using Vagrant
-------------
This is the recommended approach, and is tested on OS X 10.10 as well as Ubuntu 14.04.
* The best performing way to run the Zulip development environment is
using an LXC container. If your host is Ubuntu 14.04 (or newer;
what matters is having support for LXC containers), you'll want to
install and configure the LXC Vagrant provider like this:
`sudo apt-get install vagrant lxc lxc-templates cgroup-lite redir && vagrant plugin install vagrant-lxc`
* If your host is OS X, [download VirtualBox](https://www.virtualbox.org/wiki/Downloads),
[download Vagrant](https://www.vagrantup.com/downloads.html), and install them both.
Once that's done, simply change to your zulip directory and run
`vagrant up` in your terminal to install the development server. This
will take a long time on the first run because Vagrant needs to
download the Ubuntu Trusty base image, but later you can run `vagrant
destroy` and then `vagrant up` again to rebuild the environment and it
will be much faster.
Once that finishes, you can run the development server as follows:
```
vagrant ssh -- -L9991:localhost:9991
# Now inside the container
cd /srv/zulip
source /srv/zulip-venv/bin/activate
./tools/run-dev.py --interface=''
```
You can now visit <http://localhost:9991/> in your browser. To get
shell access to the virtual machine running the server, use `vagrant ssh`.
(A small note on tools/run-dev.py: the `--interface=''` option will make
the development server listen on all network interfaces. While this
is correct for the Vagrant guest sitting behind a NAT, you probably
don't want to use that option when using run-dev.py in other environments).
The run-dev.py console output will show any errors your Zulip
development server encounters. It runs on top of Django's [manage.py
runserver](https://docs.djangoproject.com/en/1.8/ref/django-admin/#runserver-port-or-address-port)
tool, which will automatically restart the Zulip Django and Tornado
servers whenever you save changes to Python code.
However, the Zulip queue workers will not automatically restart when
you save changes, so you will need to ctrl-C and then restart
`run-dev.py` manually if you are testing changes to the queue workers
or if a queue worker has crashed.
Using provision.py without Vagrant
----------------------------------
If you'd like to install a Zulip development environment on a server
that's already running Ubuntu 14.04 Trusty, you can do that by just
running:
```
sudo apt-get update
sudo apt-get install -y python-pbs
python /srv/zulip/provision.py
cd /srv/zulip
source /srv/zulip-venv/bin/activate
./tools/run-dev.py
```
By hand
-------
If you really want to install everything by hand, the below
instructions should work.
Install the following non-Python dependencies:
* libffi-dev — needed for some Python extensions
* postgresql 9.1 or later — our database (also install development headers)
* memcached (and headers)
* rabbitmq-server
* libldap2-dev
* python-dev
* redis-server — rate limiting
* tsearch-extras — better text search
* libfreetype6-dev - needed before you pip install Pillow to properly generate emoji PNGs
On Debian or Ubuntu systems:
```
sudo apt-get install libffi-dev memcached rabbitmq-server libldap2-dev python-dev redis-server postgresql-server-dev-all libmemcached-dev libfreetype6-dev
# If on 12.04 or wheezy:
sudo apt-get install postgresql-9.1
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.1-tsearch-extras_0.1.2_amd64.deb
sudo dpkg -i postgresql-9.1-tsearch-extras_0.1.2_amd64.deb
# If on 14.04:
sudo apt-get install postgresql-9.3
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.3-tsearch-extras_0.1.2_amd64.deb
sudo dpkg -i postgresql-9.3-tsearch-extras_0.1.2_amd64.deb
# If on 15.04 or jessie:
sudo apt-get install postgresql-9.4
wget https://dl.dropboxusercontent.com/u/283158365/zuliposs/postgresql-9.4-tsearch-extras_0.1_amd64.deb
sudo dpkg -i postgresql-9.4-tsearch-extras_0.1_amd64.deb
```
Now continue with the "All systems" instructions below.
On Fedora 22 (experimental):
These instructions are experimental and may have bugs; patches welcome!
```
sudo dnf install libffi-devel memcached rabbitmq-server openldap-devel python-devel redis postgresql-server postgresql-devel postgresql libmemcached-devel freetype-devel
wget https://launchpad.net/~tabbott/+archive/ubuntu/zulip/+files/tsearch-extras_0.1.3.tar.gz
tar xvzf tsearch-extras_0.1.3.tar.gz
cd ts2
make
sudo make install
# Hack around missing dictionary files -- need to fix this to get
# the proper dictionaries from what in debian is the hunspell-en-us package.
sudo touch /usr/share/pgsql/tsearch_data/english.stop
sudo touch /usr/share/pgsql/tsearch_data/en_us.dict
sudo touch /usr/share/pgsql/tsearch_data/en_us.affix
# Edit the postgres settings:
sudo vi /var/lib/pgsql/data/pg_hba.conf
# Add this line before the first uncommented line to enable password auth:
host all all 127.0.0.1/32 md5
# Start the services
sudo systemctl start redis memcached rabbitmq-server postgresql
# Enable automatic service startup after the system startup
sudo systemctl enable redis rabbitmq-server memcached postgresql
```
Now continue with the All Systems instructions below.
On CentOS 7 Core (experimental):
These instructions are experimental and may have bugs; patches welcome!
```
# Add user zulip to the system (not necessary if you configured zulip as the administrator
# user during the install process of CentOS 7).
useradd zulip
# Create a password for zulip user
passwd zulip
# Allow zulip to sudo
visudo
# Add this line after line `root ALL=(ALL) ALL`
zulip ALL=(ALL) ALL
# Switch to zulip user
su zulip
# Enable EPEL 7 repo so we can install rabbitmq-server, redis and other dependencies
sudo yum install https://dl.fedoraproject.org/pub/epel/epel-release-latest-7.noarch.rpm
# Install dependencies
sudo yum install libffi-devel memcached rabbitmq-server openldap-devel python-devel redis postgresql-server \
postgresql-devel postgresql libmemcached-devel wget python-pip openssl-devel freetype-devel libjpeg-turbo-devel \
zlib-devel nodejs
# We need these packages to compile tsearch-extras
sudo yum groupinstall "Development Tools"
cd && wget https://launchpad.net/~tabbott/+archive/ubuntu/zulip/+files/tsearch-extras_0.1.3.tar.gz
tar xvzf tsearch-extras_0.1.3.tar.gz
cd ts2
make -j $(nproc)
sudo make install
# Hack around missing dictionary files -- need to fix this to get
# the proper dictionaries from what in debian is the hunspell-en-us package.
sudo touch /usr/share/pgsql/tsearch_data/english.stop
sudo touch /usr/share/pgsql/tsearch_data/en_us.dict
sudo touch /usr/share/pgsql/tsearch_data/en_us.affix
# clone Zulip's git repo and cd into it
cd && git clone https://github.com/zulip/zulip && cd zulip/
# Initialize the postgres db
sudo postgresql-setup initdb
# Edit the postgres settings:
sudo vi /var/lib/pgsql/data/pg_hba.conf
# Add these two lines after line 80:
local zulip zulip md5
host all all 127.0.0.1/32 md5
# Change these lines:
host all all 127.0.0.1/32 ident
host all all ::1/128 ident
# to this:
host all all 127.0.0.1/32 md5
host all all ::1/128 md5
# Start the services
sudo systemctl start redis rabbitmq-server memcached postgresql
# Enable automatic service startup after the system startup
sudo systemctl enable redis rabbitmq-server memcached postgresql
```
Now continue with the All Systems instructions below.
All Systems:
```
pip install -r requirements.txt
./tools/download-zxcvbn
./tools/emoji_dump/build_emoji
./scripts/setup/generate_secrets.py -d
sudo cp ./puppet/zulip/files/postgresql/zulip_english.stop /usr/share/postgresql/9.3/tsearch_data/
./scripts/setup/configure-rabbitmq
./tools/postgres-init-dev-db
./tools/do-destroy-rebuild-database
./tools/postgres-init-test-db
./tools/do-destroy-rebuild-test-database
```
To start the development server:
```
./tools/run-dev.py
```
… and visit [http://localhost:9991/](http://localhost:9991/).
Running the test suite
======================
Run all tests:
```
./tools/test-all
```
This runs the linter (`tools/lint-all`) plus all of our test suites;
they can all be run separately (just read `tools/test-all` to see
them). You can also run individual tests which can save you a lot of
time debugging a test failure, e.g.:
```
./tools/test-backend zerver.test_bugdown.BugdownTest.test_inline_youtube
./tools/test-js-with-casper 10-navigation.js
./tools/test-js-with-node # Runs all node tests but is very fast
```
The above instructions include the first-time setup of test databases,
but you may need to rebuild the test database occasionally if you're
working on new database migrations. To do this, run:
```
./tools/postgres-init-test-db
./tools/do-destroy-rebuild-test-database
```
Possible testing issues
=======================
- The Casper tests are flaky on the Virtualbox environment (probably
due to some performance-sensitive races; they work reliably in
Travis CI). Until this issue is debugged, you may need to rerun
them to get them to pass.
- When running the test suite, if you get an error like this:
```
sqlalchemy.exc.ProgrammingError: (ProgrammingError) function ts_match_locs_array(unknown, text, tsquery) does not exist
LINE 2: ...ECT message_id, flags, subject, rendered_content, ts_match_l...
^
```
… then you need to install tsearch-extras, described
above. Afterwards, re-run the `init*-db` and the
`do-destroy-rebuild*-database` scripts.
- When building the development environment using Vagrant and the LXC provider, if you encounter permissions errors, you may need to `chown -R 1000:$(whoami) /path/to/zulip` on the host before running `vagrant up` in order to ensure that the synced directory has the correct owner during provision. This issue will arise if you run `id username` on the host where `username` is the user running Vagrant and the output is anything but 1000.
This seems to be caused by Vagrant behavior; more information can be found here https://github.com/fgrehm/vagrant-lxc/wiki/FAQ#help-my-shared-folders-have-the-wrong-owner
License
=======