zulip/docs/dev-env-first-time-contributors.md

Vagrant environment setup tutorial

This section guides first-time contributors through installing the Zulip dev environment on Windows 10, OS X El Capitan, Ubuntu 14.04, and Ubuntu 16.04.

The recommended method for installing the Zulip dev environment is to use Vagrant with VirtualBox on Windows and OS X, and Vagrant with LXC on Ubuntu. This method creates a virtual machine (for Windows and OS X) or a Linux container (for Ubuntu) inside which the Zulip server and all related services will run.

Contents:

• Requirements
• Step 1: Install Prerequisites
• Step 2: Get Zulip code
• Step 3: Start the dev environment
• Step 4: Developing
• Troubleshooting & Common Errors

If you encounter errors installing the Zulip development environment, check Troubleshooting & Common Errors. If that doesn't help, please visit the provision stream in the Zulip developers' chat for real-time help, or send a note to the Zulip-devel Google group or file an issue.

When reporting your issue, please include the following information:

• host operating system
• installation method (Vagrant or direct)
• whether or not you are using a proxy
• a copy of Zulip's vagrant provisioning logs, available in /var/log/zulip_provision.log on your virtual machine

Requirements

Installing the Zulip dev environment requires downloading several hundred megabytes of dependencies. You will need an active internet connection throughout the entire installation processes. (See Specifying a proxy if you need a proxy to access the internet.)

• All: 2GB available RAM, Active broadband internet connection.
• OS X: OS X (El Capitan recommended, untested on previous versions), Git, VirtualBox, Vagrant.
• Ubuntu: 14.04 64-bit or 16.04 64-bit, Git, Vagrant, lxc.
• Windows: Windows 64-bit (Win 10 recommended; Win 7 untested), hardware virtualization enabled (VT-X or AMD-V), administrator access, Cygwin, VirtualBox, Vagrant.

Don't see your system listed above? Check out:

• Brief installation instructions for Vagrant development environment
• Installing manually on UNIX-based platforms

Step 1: Install Prerequisites

Jump to:

• OS X
• Ubuntu
• Windows

OS X

1. Install Vagrant

2. Install VirtualBox or (for better performance; Virtualbox is quite slow) VMWare Fusion with the VMWare Fusion Vagrant plugin.

Now you are ready for Step 2: Get Zulip Code.

Ubuntu

The setup for Ubuntu 14.04 Trusty and Ubuntu 16.04 Xenial are the same.

If you're in a hurry, you can copy and paste the following into your terminal after which you can jump to Step 2: Get Zulip Code:

sudo apt-get -y purge vagrant && \
wget https://releases.hashicorp.com/vagrant/1.8.4/vagrant_1.8.4_x86_64.deb && \
sudo dpkg -i vagrant*.deb && \
sudo apt-get -y install build-essential git ruby lxc lxc-templates cgroup-lite redir && \
vagrant plugin install vagrant-lxc && \
vagrant lxc sudoers

For a step-by-step explanation, read on.

1. Install Vagrant

For both 14.04 Trusty and 16.04 Xenial, you'll need a more recent version of Vagrant than what's available in the official Ubuntu repositories.

First uninstall any vagrant package you may have installed from the Ubuntu repository:

christie@ubuntu-desktop:~
$ sudo apt-get purge vagrant

Now download and install the most recent .deb package from Vagrant:

christie@ubuntu-desktop:~
$ wget https://releases.hashicorp.com/vagrant/1.8.4/vagrant_1.8.4_x86_64.deb

christie@ubuntu-desktop:~
$ sudo dpkg -i vagrant*.deb

2. Install remaining dependencies

Now install git and lxc-related packages:

christie@ubuntu-desktop:~
$ sudo apt-get install build-essential git ruby lxc lxc-templates cgroup-lite redir

3. Install the vagrant lxc plugin:

christie@ubuntu-desktop:~
$ vagrant plugin install vagrant-lxc
Installing the 'vagrant-lxc' plugin. This can take a few minutes...
Installed the plugin 'vagrant-lxc (1.2.1)'!

If you encounter an error when trying to install the vagrant-lxc plugin, see this.

4. Configure sudo to be passwordless

Finally, configure sudo to be passwordless when using Vagrant LXC:

christie@ubuntu-desktop:~
$ vagrant lxc sudoers
[sudo] password for christie:

Now you are ready for Step 2: Get Zulip Code.

Windows 10

1. Install Cygwin. Make sure to install default required packages along with git, curl, openssh, and rsync binaries.
2. Install VirtualBox
3. Install Vagrant

Configure Cygwin

In order for symlinks to work within the Ubuntu virtual machine, you must tell Cygwin to create them as native Windows symlinks. The easiest way to do this is to add a line to ~/.bash_profile setting the CYGWIN environment variable.

Open a Cygwin window and do this:

christie@win10 ~
$ echo 'export "CYGWIN=$CYGWIN winsymlinks:native"' >> ~/.bash_profile

Next, close that Cygwin window and open another. If you echo $CYGWIN you should see:

christie@win10 ~
$ echo $CYGWIN
winsymlinks:native

Now you are ready for Step 2: Get Zulip Code.

Step 2: Get Zulip Code

If you haven't already created an ssh key and added it to your GitHub account, you should do that now by following these instructions.

1. In your browser, visit https://github.com/zulip/zulip and click the fork button. You will need to be logged in to GitHub to do this.
2. Open Terminal (OS X/Ubuntu) or Cygwin (Windows; must run as an Administrator)
3. In Terminal/Cygwin, clone your fork:

git clone git@github.com:YOURUSERNAME/zulip.git

This will create a 'zulip' directory and download the Zulip code into it.

Don't forget to replace YOURUSERNAME with your git username. You will see something like:

christie@win10 ~
$ git clone git@github.com:YOURUSERNAME/zulip.git
Cloning into 'zulip'...
remote: Counting objects: 73571, done.
remote: Compressing objects: 100% (2/2), done.
remote: Total 73571 (delta 1), reused 0 (delta 0), pack-reused 73569
Receiving objects: 100% (73571/73571), 105.30 MiB | 6.46 MiB/s, done.
Resolving deltas: 100% (51448/51448), done.
Checking connectivity... done.
Checking out files: 100% (1912/1912), done.`

Now you are ready for Step 3: Start the dev environment.

Step 3: Start the dev environment

Change into the zulip directory and tell vagrant to start the Zulip dev environment with vagrant up.

christie@win10 ~
$ cd zulip

christie@win10 ~/zulip
$ vagrant up

The first time you run this command it will take some time because vagrant does the following:

• downloads the base Ubuntu 14.04 virtual machine image (for OS X and Windows) or container (for Ubuntu)
• configures this virtual machine/container for use with Zulip,
• creates a shared directory mapping your clone of the Zulip code inside the virtual machine/container at /srv/zulip
• runs the tools/provision.py script inside the virtual machine/container, which downloads all required dependencies, sets up the python environment for the Zulip dev environment, and initializes a default test database.

You will need an active internet connection during the entire processes. (See Specifying a proxy if you need a proxy to access the internet.) And if you're running into any problems, please come chat with us in the provision stream of our developers' chat.

Once vagrant up has completed, connect to the dev environment with vagrant ssh:

christie@win10 ~/zulip
$ vagrant ssh

You should see something like this on Windows and OS X:

Welcome to Ubuntu 14.04.4 LTS (GNU/Linux 3.13.0-85-generic x86_64)

 * Documentation:  https://help.ubuntu.com/

  System information as of Wed May  4 21:45:43 UTC 2016

  System load:  0.61              Processes:           88
  Usage of /:   3.5% of 39.34GB   Users logged in:     0
  Memory usage: 7%                IP address for eth0: 10.0.2.15
  Swap usage:   0%

  Graph this data and manage this system at:
    https://landscape.canonical.com/

  Get cloud support with Ubuntu Advantage Cloud Guest:
    http://www.ubuntu.com/business/services/cloud

0 packages can be updated.
0 updates are security updates.

Or something as brief as this in the case of Ubuntu:

Welcome to Ubuntu 14.04.1 LTS (GNU/Linux 4.4.0-21-generic x86_64)

 * Documentation:  https://help.ubuntu.com/

Congrats, you're now inside the Zulip dev environment!

You can confirm this by looking at the command prompt, which starts with (zulip-venv).

Next, start the Zulip server:

(zulip-venv)vagrant@vagrant-ubuntu-trusty-64:~
$ cd /srv/zulip

(zulip-venv)vagrant@vagrant-ubuntu-trusty-64:/srv/zulip
$ tools/run-dev.py

You will see several lines of output starting with something like:

2016-05-04 22:20:33,895 INFO: process_fts_updates starting
Recompiling templates
2016-05-04 18:20:34,804 INFO: Not in recovery; listening for FTS updates
done
Validating Django models.py...
System check identified no issues (0 silenced).

Django version 1.8
Tornado server is running at http://localhost:9993/
Quit the server with CTRL-C.
2016-05-04 18:20:40,716 INFO     Tornado loaded 0 event queues in 0.001s
2016-05-04 18:20:40,722 INFO     Tornado  95.5% busy over the past  0.0 seconds
Performing system checks...

And ending with something similar to:

http://localhost:9994/webpack-dev-server/
webpack result is served from http://localhost:9991/webpack/
content is served from /srv/zulip

webpack: bundle is now VALID.
2016-05-06 21:43:29,553 INFO     Tornado  31.6% busy over the past 10.6 seconds
2016-05-06 21:43:35,007 INFO     Tornado  23.9% busy over the past 16.0 seconds

Now the Zulip server should be running and accessible. Verify this by navigating to http://localhost:9991/ in your browser on your main machine.

You should see something like this:

The Zulip server will continue to run and send output to the terminal window. When you navigate to Zulip in your browser, check your terminal and you should see something like:

2016-05-04 18:21:57,547 INFO     127.0.0.1       GET     302 582ms (+start: 417ms) / (unauth via ?)
[04/May/2016 18:21:57]"GET / HTTP/1.0" 302 0
2016-05-04 18:21:57,568 INFO     127.0.0.1       GET     301   4ms /login (unauth via ?)
[04/May/2016 18:21:57]"GET /login HTTP/1.0" 301 0
2016-05-04 18:21:57,819 INFO     127.0.0.1       GET     200 209ms (db: 7ms/2q) /login/ (unauth via ?)

Now you're ready for Step 4: Developing.

Step 4: Developing

Where to edit files

You'll work by editing files on your host machine, in the directory where you cloned Zulip. Use your favorite editor (Sublime, Atom, Vim, Emacs, Notepad++, etc.).

When you save changes they will be synced automatically to the Zulip dev environment on the virtual machine/container.

Each component of the Zulip development server will automatically restart itself or reload data appropriately when you make changes. So, to see your changes, all you usually have to do is reload your browser. More details on how this works are available below.

Don't forget to read through the code style guidelines for details about how to configure your editor for Zulip. For example, indentation should be set to 4 spaces rather than tabs.

Understanding run-dev.py debugging output

It's good to have the terminal running run-dev.py up as you work since error messages including tracebacks along with every backend request will be printed there.

See Logging for further details on the run-dev.py console output.

Committing and pushing changes with git

When you're ready to commit or push changes via git, you will do this by running git commands in Terminal (OS X/Ubuntu) or Cygwin (Windows) in the directory where you cloned Zulip on your main machine.

If you're new to working with Git/GitHub, check out this guide.

Maintaining the dev environment

If after rebasing onto a new version of the Zulip server, you receive new errors while starting the Zulip server or running tests, this is probably not because Zulip's master branch is broken. Instead, this is likely because we've recently merged changes to the development environment provisioning process that you need to apply to your development environmnet. To update your environment, you'll need to re-provision your vagrant machine using vagrant provision (this just runs tools/provision.py from your Zulip checkout inside the Vagrant guest); this should complete in about a minute.

After provisioning, you'll want to (re)start the Zulip development server.

If you run into any trouble, the provision stream on chat.zulip.org is a great place to ask for help.

Rebuilding the dev environment

If you ever want to recreate your development environment again from scratch (e.g. to test as change you've made to the provisioning process, or because you think something is broken), you can do so using vagrant destroy and then vagrant up. This will usually be much faster than the original vagrant up since the base image is already cached on your machine (it takes about 5 minutes to run with a fast Internet connection).

Shutting down the dev environment for use later

To shut down but preserve the dev environment so you can use it again later use vagrant halt or vagrant suspend.

You can do this from the same Terminal/Cygwin window that is running run-dev.py by pressing ^C to halt the server and then typing exit. Or you can halt vagrant from another Terminal/Cygwin window.

From the window where run-dev.py is running:

2016-05-04 18:33:13,330 INFO     127.0.0.1       GET     200  92ms /register/ (unauth via ?)
^C
KeyboardInterrupt
(zulip-venv)vagrant@vagrant-ubuntu-trusty-64:/srv/zulip$ exit
logout
Connection to 127.0.0.1 closed.
christie@win10 ~/zulip

Now you can suspend the dev environment:

christie@win10 ~/zulip
$ vagrant suspend
==> default: Saving VM state and suspending execution...

If vagrant suspend doesn't work, try vagrant halt:

christie@win10 ~/zulip
$ vagrant halt
==> default: Attempting graceful shutdown of VM...

Check out the Vagrant documentation to learn more about suspend and halt.

Resuming the dev environment

When you're ready to work on Zulip again, run vagrant up. You will also need to connect to the virtual machine with vagrant ssh and re-start the Zulip server:

christie@win10 ~/zulip
$ vagrant up
$ vagrant ssh
/srv/zulip/tools/run-dev.py

Next Steps

At this point you should read about using the development environment.

Troubleshooting & Common Errors

Below you'll find a list of common errors and their solutions.

If these solutions aren't working for you or you encounter an issue not documented below, there are a few ways to get further help:

• visit the provision stream in the Zulip developers' chat for real-time help,
• send a note to the Zulip-devel Google group, or
• file an issue.

When reporting your issue, please include the following information:

• host operating system
• installation method (Vagrant or direct)
• whether or not you are using a proxy
• a copy of Zulip's vagrant provisioning logs, available in /var/log/zulip_provision.log on your virtual machine

The box 'ubuntu/trusty64' could not be found

If you see the following error when you run vagrant up:

The box 'ubuntu/trusty64' could not be found or
could not be accessed in the remote catalog. If this is a private
box on HashiCorp's Atlas, please verify you're logged in via
`vagrant login`. Also, please double-check the name. The expanded
URL and error message are shown below:
URL: ["https://atlas.hashicorp.com/ubuntu/trusty64"]

Then the version of curl that ships with Vagrant is not working on your machine. You are most likely to encounter this error on Windows/Cygwin and macOS.

On macOS this error is most likely to occur with Vagrant version 1.8.7 and is a known issue.

The solution is to downgrade Vagrant to version 1.8.6 (available here), or to use your system's version of curl instead of the one that ships with Vagrant:

sudo ln -nsf /usr/bin/curl /opt/vagrant/embedded/bin/curl

On Windows/Cygwin, the fix is simple: replace it with the version from Cygwin.

First, determine the location of Cygwin's curl with which curl:

christie@win10 ~/zulip
$ which curl
/usr/bin/curl

Now determine the location of Vagrant with which vagrant:

christie@win10 ~/zulip
$ which vagrant
/cygdrive/c/HashiCorp/Vagrant/bin/vagrant

The path up until /bin/vagrant is what you need to know. In the example above it's /cygdrive/c/HashiCorp/Vagrant.

Finally, copy Cygwin's curl to Vagrant embedded/bin directory:

christie@win10 ~/zulip
$ cp /usr/bin/curl.exe /cygdrive/c/HashiCorp/Vagrant/embedded/bin/

Now re-run vagrant up and vagrant should be able to fetch the required box file.

os.symlink error

If you receive the following error while running vagrant up:

==> default: Traceback (most recent call last):
==> default: File "./emoji_dump.py", line 75, in <module>
==> default:
==> default: os.symlink('unicode/{}.png'.format(code_point), 'out/{}.png'.format(name))
==> default: OSError
==> default: :
==> default: [Errno 71] Protocol error

Then Vagrant was not able to create a symbolic link.

First, if you are using Windows, make sure you have run Cygwin as an administrator. By default, only administrators can create symbolic links on Windows.

Second, VirtualBox does not enable symbolic links by default. Vagrant starting with version 1.6.0 enables symbolic links for VirtualBox shared folder.

You can check to see that this is enabled for your virtual machine with vboxmanage command.

Get the name of your virtual machine by running vboxmanage list vms and then print out the custom settings for this virtual machine with vboxmanage getextradata YOURVMNAME enumerate:

christie@win10 ~/zulip
$ vboxmanage list vms
"zulip_default_1462498139595_55484" {5a65199d-8afa-4265-b2f6-6b1f162f157d}

christie@win10 ~/zulip
$ vboxmanage getextradata zulip_default_1462498139595_55484 enumerate
Key: VBoxInternal2/SharedFoldersEnableSymlinksCreate/srv_zulip, Value: 1
Key: supported, Value: false

If you see "command not found" when you try to run VBoxManage, you need to add the VirtualBox directory to your path. On Windows this is mostly likely C:\Program Files\Oracle\VirtualBox\.

If vboxmanage enumerate prints nothing, or shows a value of 0 for VBoxInternal2/SharedFoldersEnableSymlinksCreate/srv_zulip, then enable symbolic links by running this command in Terminal/Cygwin:

vboxmanage setextradata YOURVMNAME VBoxInternal2/SharedFoldersEnableSymlinksCreate/srv_zulip 1

The virtual machine needs to be shut down when you run this command.

Connection timeout on vagrant up

If you see the following error after running vagrant up:

default: SSH address: 127.0.0.1:2222
default: SSH username: vagrant
default: SSH auth method: private key
default: Error: Connection timeout. Retrying...
default: Error: Connection timeout. Retrying...
default: Error: Connection timeout. Retrying...

A likely cause is that hardware virtualization is not enabled for your computer. This must be done via your computer's BIOS settings. Look for a setting called VT-x (Intel) or (AMD-V).

If this is already enabled in your BIOS, double-check that you are running a 64-bit operating system.

For further information about troubleshooting vagrant timeout errors see this post.

Vagrant up fails with subprocess.CalledProcessError

The vagrant up command basically does the following:

• Downloads an Ubuntu image and starts it using a Vagrant provider.
• Uses vagrant ssh to connect to that Ubuntu guest, and then runs tools/provision.py, which has a lot of subcommands that are executed via Python's subprocess module. These errors mean that one of those subcommands failed.

To debug such errors, you can log in to the Vagrant guest machine by running vagrant ssh, which should present you with a standard shell prompt. You can debug interactively by using e.g. cd /srv/zulip && ./tools/provision.py, and then running the individual subcommands that failed. Once you've resolved the problem, you can rerun tools/provision.py to proceed; the provisioning system is designed to recover well from failures.

The zulip provisioning system is generally highly reliable; the most common cause of issues here is a poor network connection (or one where you need a proxy to access the Internet and haven't configured the development environment to use it.

Once you've provisioned successfully, you'll get output like this:

Zulip development environment setup succeeded!
(zulip-venv) vagrant@vagrant-base-trusty-amd64:/srv/zulip$

If the (zulip-venv) part is missing, this is because your installation failed the first time before the Zulip virtualenv was created. You can fix this by just closing the shell and running vagrant ssh again, or using source /srv/zulip-venv/bin/activate.

Finally, if you encounter any issues that weren't caused by your Internet connection, please report them! We try hard to keep Zulip development environment provisioning free of bugs.

pip install fails during vagrant up on Ubuntu

Likely causes are:

1. Networking issues
2. Insufficient RAM. Check whether you've allotted at least two gigabytes of RAM, which is the minimum Zulip requires. If not, go to your VM settings and increase the RAM, then restart the VM.

npm install errors

The tools/provision.py script may encounter an error related to npm install that looks something like:

==> default: + npm install
==> default: Traceback (most recent call last):
==> default:   File "/srv/zulip/tools/provision.py", line 195, in <module>
==> default:
==> default: sys.exit(main())
==> default:   File "/srv/zulip/tools/provision.py", line 191, in main
==> default:
==> default: run(["npm", "install"])
==> default:   File "/srv/zulip/scripts/lib/zulip_tools.py", line 78, in run
==> default:
==> default: raise subprocess.CalledProcessError(rc, args)
==> default: subprocess
==> default: .
==> default: CalledProcessError
==> default: :
==> default: Command '['npm', 'install']' returned non-zero exit status 34
The SSH command responded with a non-zero exit status. Vagrant
assumes that this means the command failed. The output for this command
should be in the log above. Please read the output to determine what
went wrong.

Usually this error is not fatal. Try connecting to the dev environment and re-trying the command from withing the virtual machine:

christie@win10 ~/zulip
$ vagrant ssh
(zulip-venv)vagrant@vagrant-ubuntu-trusty-64:~
$ cd /srv/zulip
(zulip-venv)vagrant@vagrant-ubuntu-trusty-64:/srv/zulip
$ npm install
npm WARN optional Skipping failed optional dependency /chokidar/fsevents:
npm WARN notsup Not compatible with your operating system or architecture: fsevents@1.0.12

These are just warnings so it is okay to proceed and start the Zulip server.

NoMethodError when installing vagrant-lxc plugin (Ubuntu 16.04)

If you see the following error when you try to install the vagrant-lxc plugin:

/usr/lib/ruby/2.3.0/rubygems/specification.rb:946:in `all=': undefined method `group_by' for nil:NilClass (NoMethodError)
  from /usr/lib/ruby/vendor_ruby/vagrant/bundler.rb:275:in `with_isolated_gem'
  from /usr/lib/ruby/vendor_ruby/vagrant/bundler.rb:231:in `internal_install'
  from /usr/lib/ruby/vendor_ruby/vagrant/bundler.rb:102:in `install'
  from /usr/lib/ruby/vendor_ruby/vagrant/plugin/manager.rb:62:in `block in install_plugin'
  from /usr/lib/ruby/vendor_ruby/vagrant/plugin/manager.rb:72:in `install_plugin'
  from /usr/share/vagrant/plugins/commands/plugin/action/install_gem.rb:37:in `call'
  from /usr/lib/ruby/vendor_ruby/vagrant/action/warden.rb:34:in `call'
  from /usr/lib/ruby/vendor_ruby/vagrant/action/builder.rb:116:in `call'
  from /usr/lib/ruby/vendor_ruby/vagrant/action/runner.rb:66:in `block in run'
  from /usr/lib/ruby/vendor_ruby/vagrant/util/busy.rb:19:in `busy'
  from /usr/lib/ruby/vendor_ruby/vagrant/action/runner.rb:66:in `run'
  from /usr/share/vagrant/plugins/commands/plugin/command/base.rb:14:in `action'
  from /usr/share/vagrant/plugins/commands/plugin/command/install.rb:32:in `block in execute'
  from /usr/share/vagrant/plugins/commands/plugin/command/install.rb:31:in `each'
  from /usr/share/vagrant/plugins/commands/plugin/command/install.rb:31:in `execute'
  from /usr/share/vagrant/plugins/commands/plugin/command/root.rb:56:in `execute'
  from /usr/lib/ruby/vendor_ruby/vagrant/cli.rb:42:in `execute'
  from /usr/lib/ruby/vendor_ruby/vagrant/environment.rb:268:in `cli'
  from /usr/bin/vagrant:173:in `<main>'

And you have vagrant version 1.8.1, then you need to patch vagrant manually. See this post for an explanation of the issue, which should be fixed when Vagrant 1.8.2 is released.

In the meantime, read this post for how to create and apply the patch.

It will look something like this:

christie@xenial:~
$ sudo patch --directory /usr/lib/ruby/vendor_ruby/vagrant < vagrant-plugin.patch
patching file bundler.rb

Permissions errors when running the test suite in LXC

See "Possible testing issues".