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zulip/tools/droplets/README.md

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Create a remote Zulip dev server

This guide is for mentors who want to help create remote Zulip dev servers for hackathon, GCI, or sprint participants.

The machines (droplets) have been generously provided by DigitalOcean to help Zulip contributors get up and running as easily as possible. Thank you DigitalOcean!

The create.py create uses the DigitalOcean API to quickly create new virtual machines (droplets) with the Zulip dev server already configured.

Step 1: Join Zulip DigitalOcean team

We have created a team on DigitalOcean for Zulip mentors. Ask Rishi or Tim to be added. You need access to the team so you can create your DigitalOcean API token.

Step 2: Create your DigitalOcean API token

Once you've been added to the Zulip team, log in to the DigitalOcean control panel and create your personal API token. Make sure you create your API token under the Zulip team. (It should look something like this).

Copy the API token and store it somewhere safe. You'll need it in the next step.

Step 3: Configure create.py

In tools/droplets/ there is a sample configuration file conf.ini-template.

Copy this file to conf.ini:

$ cd tools/droplets/
$ cp conf.ini-template conf.ini

Now edit the file and replace APITOKEN with the personal API token you generated earlier.

[digitalocean]
api_token = APITOKEN

Now you're ready to use the script.

Usage

create.py takes two arguments

  • GitHub username
  • Tags (Optional argument)
$ python3 create.py <username>
$ python3 create.py <username> --tags <tag>
$ python3 create.py <username> --tags <tag1> <tag2> <tag3>

Assigning tags to droplets like GCI can be later useful for listing all the droplets created during GCI. Tags may contain letters, numbers, colons, dashes, and underscores.

You'll need to run this from the Zulip development environment (e.g. in Vagrant).

The script will also stop if a droplet has already been created for the user. If you want to recreate a droplet for a user you can pass the --recreate flag.

$ python3 create.py <username> --recreate

This will destroy the old droplet and create a new droplet for the user.

In order for the script to work, the GitHub user must have:

  • forked the zulip/zulip repository, and
  • created an SSH key pair and added it to their GitHub account.

(Share this link with students if they need to do these steps.)

The script will stop if it can't find the user's fork or SSH keys.

Once the droplet is created, you will see something similar to this message:

Your remote Zulip dev server has been created!

- Connect to your server by running
  `ssh zulipdev@<username>.zulipdev.org` on the command line
  (Terminal for macOS and Linux, Bash for Git on Windows).
- There is no password; your account is configured to use your SSH keys.
- Once you log in, you should see `(zulip-py3-venv) ~$`.
- To start the dev server, `cd zulip` and then run `./tools/run-dev.py`.
- While the dev server is running, you can see the Zulip server in your browser
  at http://<username>.zulipdev.org:9991.

See [Developing
remotely](https://zulip.readthedocs.io/en/latest/development/remote.html) for tips on
using the remote dev instance and [Git & GitHub
Guide](https://zulip.readthedocs.io/en/latest/git/index.html) to learn how to
use Git with Zulip.

Copy and paste this message to the user via Zulip chat. Be sure to CC the user so they are notified.

Updating the base image

Rough steps:

  1. Get the ssh key for base.zulipdev.org from Tim, Vishnu or Rishi.
  2. Power up the base.zulipdev.org droplet from the digitalocean UI. You probably have to be logged in in the Zulip organization view, rather than via your personal account.
  3. ssh zulipdev@base.zulipdev.org
  4. git pull upstream master
  5. tools/provision
  6. git clean -f, in case things were added/removed from .gitignore.
  7. tools/run-dev.py, let it run to completion, and then Ctrl-C (to clear out anything in the RabbitMQ queue, load messages, etc).
  8. tools/run-dev.py, and check that base.zulipdev.org:9991 is up and running.
  9. > ~/.bash_history && history -c && sudo shutdown -h now to clear any command line history (To reduce chance of confusing new contributors in case you made a typo) and shut down the droplet.
  10. Go to the Images tab on DigitalOcean, and "Take a Snapshot".
  11. Wait for several minutes.
  12. Do something like curl -X GET -H "Content-Type: application/json" -u <API_KEY>: "https://api.digitalocean.com/v2/images?page=11" | grep --color=always base.zulipdev.org (maybe with a different page number, and replace your API_KEY).
  13. Replace template_id in create.py in this directory with the appropriate id.
  14. Test that everything works.
  15. Open a PR with the updated template_id in zulip/zulip!

Creating a new base image

Creating a new base image happens rarely since updating the base image is good enough most of the time. Check out https://chat.zulip.org/#narrow/stream/3-backend/topic/new.20base.20dev.20droplet to view the discussion when we attempted to do upgrade last time.

Rough steps:

  1. Get the ssh key for base.zulipdev.org from Tim, Vishnu or Rishi.
  2. Log in to the Zulip organization view, rather than via your personal account.
  3. Create a new droplet in DigitalOcean with 2GB RAM and base.zulipdev.org as the SSH authentication key.
  4. Log in to the droplet as root user. Make sure to point the SSH program to the private key of base.zulipdev.org during this step.
  5. Create a user called zulipdev and add it to the sudo group.
  6. Make sudo of zulipdev user passwordless by including zulipdev ALL=(ALL) NOPASSWD:ALL in /etc/sudoers.d/90-cloud-init-users
  7. Copy the authorized_keys file of root user to the .ssh directory of zulipdev user
  8. Switch to zulipdev user and set the permissions for the .ssh folder to 700 and .ssh/authorized_keys to 600.
  9. Clone https://github.com/zulip/zulip repository in the home directory of zulipdev.
  10. git remote rename origin upstream
  11. git clean -f, in case things were added/removed from .gitignore.
  12. tools/provision
  13. Insert NODENAME=zulip@localhost to /etc/rabbitmq/rabbitmq-env.conf
  14. tools/provision
  15. tools/run-dev.py, and check that base.zulipdev.org:9991 is up and running.
  16. Clone https://github.com/zulip/python-zulip-api repository in the home directory of zulipdev.
  17. git remote rename origin upstream
  18. git clean -f, in case things were added/removed from .gitignore.
  19. ./tools/provision.
  20. > ~/.bash_history && history -c && exit
  21. SSH to root user.
  22. > ~/.bash_history && history -c && sudo shutdown -h now
  23. Go to the Images tab on DigitalOcean, and "Take a Snapshot".
  24. Wait for several minutes.
  25. Do something like curl -X GET -H "Content-Type: application/json" -u <API_KEY>: "https://api.digitalocean.com/v2/images?page=11" | grep --color=always base.zulipdev.org (maybe with a different page number, and replace your API_KEY).
  26. Replace template_id in create.py in this directory with the appropriate id.
  27. Test that everything works.
  28. Open a PR with the updated template_id in zulip/zulip!

Remotely debugging a droplet

To SSH into a droplet, first make sure you have a SSH key associated with your GitHub account, then ask the student to run the following in their VM:

$ python3 ~/zulip/tools/droplets/add_mentor.py <your username>

You should now be able to connect to it using:

$ ssh zulipdev@<their username>.zulipdev.org

They can remove your SSH keys by running:

$ python3 ~/zulip/tools/droplets/add_mentor.py <your username> --remove

Creating a production droplet

create.py can also create a production droplet quickly for testing purposes.

$ python3 create.py <username> --production