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zulip/docs/development/setup-advanced.md

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Advanced setup (non-Vagrant)

Contents:

Installing directly on Ubuntu, Debian, CentOS, or Fedora

If you'd like to install a Zulip development environment on a computer that's running one of:

  • Ubuntu 20.04 Focal, 18.04 Bionic
  • Debian 10 Buster
  • CentOS 7 (beta)
  • Fedora 29 (beta)
  • RHEL 7 (beta)

You can just run the Zulip provision script on your machine.

Note: you should not use the root user to run the installation. If you are using a remote server, see the section on creating appropriate user accounts.

.. warning::
    there is no supported uninstallation process with this
    method.  If you want that, use the Vagrant environment, where you can
    just do `vagrant destroy` to clean up the development environment.

Start by cloning your fork of the Zulip repository and connecting the Zulip upstream repository:

git clone --config pull.rebase git@github.com:YOURUSERNAME/zulip.git
cd zulip
git remote add -f upstream https://github.com/zulip/zulip.git

# On CentOS/RHEL, you must first install epel-release, and then python36,
# and finally you must run `sudo ln -nsf /usr/bin/python36 /usr/bin/python3`
# On Fedora, you must first install python3
# From a clone of zulip.git
./tools/provision
source /srv/zulip-py3-venv/bin/activate
./tools/run-dev.py  # starts the development server

Once you've done the above setup, you can pick up the documentation on using the Zulip development environment, ignoring the parts about vagrant (since you're not using it).

Installing directly on Windows 10 (experimental)

We will be using Microsoft's new feature WSL 2 for installation.

WSL2 can be uninstalled by following the instructions [here from Microsoft] (https://docs.microsoft.com/en-us/windows/wsl/faq#how-do-i-uninstall-a-wsl-distribution).

  1. Install WSL 2 by following the instructions provided by Microsoft here.

  2. Install the Ubuntu 18.04 Linux distribution from the Microsoft Store.

  3. Launch the Ubuntu 18.04 shell and run the following commands:

    sudo apt update && sudo apt upgrade
sudo apt install rabbitmq-server memcached redis-server postgresql

  4. Open /etc/rabbitmq/rabbitmq-env.conf using e.g.:

    sudo vim /etc/rabbitmq/rabbitmq-env.conf

    Add the following lines at the end of your file and save:

    NODE_IP_ADDRESS=127.0.0.1
NODE_PORT=5672

  5. Make sure you are inside the WSL disk and not in a Windows mounted disk. You will run into permission issues if you run provision from zulip in a Windows mounted disk.

    cd ~  # or cd /home/USERNAME

  6. Clone your fork of the Zulip repository and connecting the Zulip upstream repository:

    git clone --config pull.rebase git@github.com:YOURUSERNAME/zulip.git ~/zulip
cd zulip
git remote add -f upstream https://github.com/zulip/zulip.git

  7. Run the following to install the Zulip development environment and start it (click Allow access if you get popups for Windows Firewall blocking some services)

    # Start database, cache, and other services
./tools/wsl/start_services
# Install/update the Zulip development environment
./tools/provision
# Enter the Zulip Python environment
source /srv/zulip-py3-venv/bin/activate
# Start the development server
./tools/run-dev.py

    .. note::
    If you shutdown WSL, after starting it again, you will have to manually start
    the services using ``./tools/wsl/start_services``.

  8. If you are facing problems or you see error messages after running ./tools/run-dev.py, you can try running ./tools/provision again.

  9. Visual Studio Code Remote - WSL is recommended for editing files when developing with WSL.

  10. You're done! You can pick up the documentation on using the Zulip development environment, ignoring the parts about vagrant (since you're not using it).

Installing manually on Unix

We recommend one of the other installation methods, since they are extremely well-tested and generally Just Work. But if you know what you're doing, these instructions can help you install a Zulip development environment on other Linux/UNIX platforms.

Because copy-pasting the steps documented here can be error-prone, we prefer to extend tools/provision to support additional platforms over adding new platforms to this documentation (and likely will eventually eliminate this documentation section altogether).

Newer versions of supported distributions

You can use our provisioning tool to set up the Zulip development environment on current versions of these platforms reliably and easily, so we no longer maintain manual installation instructions for these platforms.

If tools/provision doesn't yet support a newer release of Debian or Ubuntu that you're using, we'd love to add support for it. It's likely only a few lines of changes to tools/lib/provision.py and scripts/lib/setup-apt-repo if you'd like to do it yourself and submit a pull request, or you can ask for help in #development help on chat.zulip.org, and a core team member can help add support for you.

On OpenBSD 5.8 (experimental):

These instructions are experimental and may have bugs; patches welcome!

Start by cloning your fork of the Zulip repository and connecting the Zulip upstream repository:

git clone --config pull.rebase git@github.com:YOURUSERNAME/zulip.git
cd zulip
git remote add -f upstream https://github.com/zulip/zulip.git

doas pkg_add sudo bash gcc postgresql-server redis rabbitmq \
    memcached py-Pillow py-cryptography py-cffi

# Point environment to custom include locations and use newer GCC
# (needed for Node modules):
export CFLAGS="-I/usr/local/include -I/usr/local/include/sasl"
export CXX=eg++

# Create tsearch_data directory:
sudo mkdir /usr/local/share/postgresql/tsearch_data


# 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/local/share/postgresql/tsearch_data/english.stop
sudo touch /usr/local/share/postgresql/tsearch_data/en_us.dict
sudo touch /usr/local/share/postgresql/tsearch_data/en_us.affix

Finally continue with the Common steps instructions below.

Common steps

Make sure you have followed the steps specific for your platform:

For managing Zulip's python dependencies, we recommend using virtualenvs.

You must create a Python 3 virtualenv. You must also install appropriate python packages in it.

You should either install the virtualenv in /srv, or put a symlink to it in /srv. If you don't do that, some scripts might not work correctly.

You can run python3 tools/setup/setup_venvs.py. This script will create a virtualenv /srv/zulip-py3-venv.

If you want to do it manually, here are the steps:

sudo virtualenv /srv/zulip-py3-venv -p python3 # Create a python3 virtualenv
sudo chown -R `whoami`: /srv/zulip-py3-venv
source /srv/zulip-py3-venv/bin/activate # Activate python3 virtualenv
pip install --upgrade pip # upgrade pip itself because older versions have known issues
pip install --no-deps -r requirements/dev.txt # install python packages required for development

Now run these commands:

sudo ./scripts/lib/install-node
yarn install
./tools/setup/emoji/build_emoji
./scripts/setup/inline_email_css.py
./tools/setup/build_pygments_data
./tools/setup/generate_zulip_bots_static_files.py
./scripts/setup/generate_secrets.py --development
if [ $(uname) = "OpenBSD" ]; then
    sudo cp ./puppet/zulip/files/postgresql/zulip_english.stop /var/postgresql/tsearch_data/
else
    sudo cp ./puppet/zulip/files/postgresql/zulip_english.stop /usr/share/postgresql/*/tsearch_data/
fi
./scripts/setup/configure-rabbitmq
./tools/setup/postgresql-init-dev-db
./tools/rebuild-dev-database
./tools/setup/postgresql-init-test-db
./tools/rebuild-test-database
./manage.py compilemessages

To start the development server:

./tools/run-dev.py

… and visit http://localhost:9991/.

If you're running your development server on a remote server, look at the remote development docs for port forwarding advice.

Proxy setup for by-hand installation

If you are building the development environment on a network where a proxy is required to access the Internet, you will need to set the proxy in the environment as follows:

  • On Ubuntu, set the proxy environment variables using:
export https_proxy=http://proxy_host:port
export http_proxy=http://proxy_host:port
  • And set the yarn proxy and https-proxy using:
yarn config set proxy http://proxy_host:port
yarn config set https-proxy http://proxy_host:port

Installing on Cloud9

AWS Cloud9 is a cloud-based integrated development environment (IDE) that lets you write, run, and debug your code with just a browser. It includes a code editor, debugger, and terminal.

This section documents how to set up the Zulip development environment in a Cloud9 workspace. If you don't have an existing Cloud9 account, you can sign up here.

  • Create a Workspace, and select the blank template.
  • Resize the workspace to be 1GB of memory and 4GB of disk space. (This is under free limit for both the old Cloud9 and the AWS Free Tier).
  • Clone the zulip repo: git clone --config pull.rebase https://github.com/<your-username>/zulip.git
  • Restart rabbitmq-server since its broken on Cloud9: sudo service rabbitmq-server restart.
  • And run provision cd zulip && ./tools/provision, once this is done.
  • Activate the Zulip virtual environment by source /srv/zulip-py3-venv/bin/activate or by opening a new terminal.

Install zulip-cloud9

There's an NPM package, zulip-cloud9, that provides a wrapper around the Zulip development server for use in the Cloud9 environment.

Note: npm i -g zulip-cloud9 does not work in zulip's virtual environment. Although by default, any packages installed in workspace folder (i.e. the top level folder) are added to $PATH.

cd .. # switch to workspace folder if you are in zulip directory
npm i zulip-cloud9
zulip-dev start # to start the development server

If you get error of the form bash: cannot find command zulip-dev, you need to start a new terminal.

Your development server would be running at https://<workspace-name>-<username>.c9users.io on port 8080. You dont need to add :8080 to your URL, since the Cloud9 proxy should automatically forward the connection. You might want to visit zulip-cloud9 repo and it's wiki for more info on how to use zulip-cloud9 package.