annotate doc/installation.rst @ 404:105a0772eedd

doc: first draft
author Goffi <goffi@goffi.org>
date Wed, 24 Jul 2019 19:26:43 +0200
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1 ============
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2 Installation
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3 ============
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4
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5 This are the instructions to install SàT Pubsub.
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6
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7 Please note that SàT PubSub, as all SàT ecosystem, is still using Python 2 (this will
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8 change for 0.8 version which will be Python 3 only), so all instructions below have to be
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9 made using python 2.
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10
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11 .. note::
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12
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13 SàT PubSub is not released yet and this documentation is work in progress
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14
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15
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16 Requirements
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17 ------------
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18
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19 - Python 2.7.x
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20 - Twisted >= 15.2.0:
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21 - Twisted Core
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22 - Twisted Words
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23 - Wokkel >= 0.7.1 (http://wokkel.ik.nu/)
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24 - A XMPP server that supports the component protocol (XEP-0114),
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25 and, to enable the micro-blogging feature, Namespace Delegation (XEP-0355)
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26 and privileged entity (XEP-0356) are needed.
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27 We recommend using Prosody with mod_privilege and mod_delegation modules (those modules
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28 are maintained by us).
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29 - SàT tmp (http://repos.goffi.org/sat_tmp) is currently needed for MAM and RSM handling
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30
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31 For the PostgreSQL backend, the following is also required:
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32
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33 - PostgreSQL >= 9.5 (including development files for psycopg2)
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34 - psycopg2
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35
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36 Installation From Sources
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37 -------------------------
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38
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39 .. note::
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40
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41 The installation script is not up-to-date (notably requirements). The situation should
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42 improve soon.
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43
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44 To install SàT PubSub we'll work in a virtual environment. On Debian and derivatives you
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45 should easily install dependencies with this::
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46
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47 sudo apt-get install postgresql python-psycopg2 python-dev mercurial virtualenv
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48
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49 Now go in a location where you can install SàT Pubsub, for instance your home directory::
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50
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51 $ cd
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52
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53 And enter the following commands (note that *virtualenv2* may be named
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54 *virtualenv* on some distributions, just be sure it's Python **2** version)::
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55
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56 $ virtualenv2 env
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57 $ source env/bin/activate
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58 $ pip install uuid twisted wokkel psycopg2 sat_tmp
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59 $ pip install hg+https://repos.goffi.org/sat_pubsub
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60
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61 Post Installation
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62 -----------------
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63
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64 Once SàT Pubsub is installed, you'll need to create a PostgreSQL user, and create the
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65 database::
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66
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67 % sudo -u postgres createuser -d -P $(whoami)
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68 % createdb pubsub
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69 % cd /tmp && wget https://repos.goffi.org/sat_pubsub/raw-file/tip/db/pubsub.sql
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70 % psql pubsub < pubsub.sql
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71
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72
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73 .. _prosody_configuration:
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74
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75 Prosody Configuration
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76 ---------------------
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77
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78 SàT PubSub can work with any XMPP server (which supports components), but if you want to
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79 use it as your PEP service, you need a server which supports `XEP-0355`_ and `XEP-0356`_.
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80
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81 Below you'll find the instruction to use SàT PubSub as a PEP service with Prosody:
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82
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83 - add these two lines at the end of your ``prosody.cfg.lua`` file, adapting them to your XMPP
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84 server domain (virtual host) and selecting a password of your choice:
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85
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86 .. sourcecode:: lua
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87
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88 Component "sat-pubsub.<xmpp_domain>"
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89 component_secret = "<password>"
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90
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91 - there are extra steps to enable the micro-blogging feature with Prosody. Please follow
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92 the installation and configuration instructions that are given on these pages:
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93
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94 - https://modules.prosody.im/mod_delegation.html
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95 - https://modules.prosody.im/mod_privilege.html
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96
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97 To keep your modules up to date, we recommend to clone the full modules
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98 repository and then to symlink them like that:
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99
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100 .. sourcecode:: shell
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101
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102 % cd /path/to/install_dir
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103 % hg clone https://hg.prosody.im/prosody-modules
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104 % cd /path/to/prosody_plugins
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105 % ln -sf /path/to/install_dir/prosody-modules/mod_delegation ./
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106 % ln -sf /path/to/install_dir/prosody-modules/mod_privilege ./
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107
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108 Or course, you have to adapt ``/path/to/install_dir`` to the directory where you want to
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109 install the modules, and ``/path/to/prosody_plugins`` to the directory where prosody
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110 modules are installed (hint: check ``prosodyctl about`` to find the latter). The ``ln``
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111 commands may have to be run as root depending on your installation.
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112
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113 Once your symlinks are set, to update the modules we just need to type this:
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114
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115 .. sourcecode:: shell
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116
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117 % cd /path/to/install_dir/prosody-modules
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118 % hg pull -u
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119
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120 Here is an example of how your ``prosody.cfg.lua`` should look like with
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121 ``mod_delegation`` and ``mod_privilege`` activated:
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122
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123 .. sourcecode:: lua
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124
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125 [...]
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126 modules_enabled = {
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127 [...]
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128 "delegation";
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129 "privilege";
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130 }
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131 [...]
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132 VirtualHost "<xmpp_domain>"
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133 privileged_entities = {
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134 ["sat-pubsub.<xmpp_domain>"] = {
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135 roster = "get";
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136 message = "outgoing";
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137 presence = "roster";
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138 },
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139 }
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140 delegations = {
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141 ["urn:xmpp:mam:2"] = {
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142 filtering = {"node"};
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143 jid = "sat-pubsub.<xmpp_domain>";
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144 },
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145 ["http://jabber.org/protocol/pubsub"] = {
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146 jid = "sat-pubsub.<xmpp_domain>";
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147 },
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148 ["http://jabber.org/protocol/pubsub#owner"] = {
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149 jid = "sat-pubsub.<xmpp_domain>";
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150 },
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151 ["https://salut-a-toi/protocol/schema:0"] = {
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152 jid = "sat-pubsub.<xmpp_domain>";
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153 },
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154 ["http://jabber.org/protocol/disco#items:*"] = {
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155 jid = "sat-pubsub.<xmpp_domain>";
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156 },
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157 ["https://salut-a-toi.org/spec/pubsub_admin:0"] = {
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158 jid = "sat-pubsub.<xmpp_domain>";
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159 },
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160 }
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161
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162 Component "sat-pubsub.<xmpp_domain>"
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163 component_secret = "<password>"
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164 modules_enabled = {"delegation", "privilege"}
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165
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166 Of course, you still have to replace and adapt to your own settings.
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167
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168 .. _XEP-0355: https://xmpp.org/extensions/xep-0355.html
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169 .. _XEP-0356: https://xmpp.org/extensions/xep-0356.html
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170
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171 Running SàT PubSub
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172 ------------------
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173
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174 The minimal example for running sat_pubsub is:
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175
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176 % twistd sat_pubsub
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177
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178 This will start the service and run it in the background. It generates a
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179 file twistd.pid that holds the PID of the service and a log file twistd.log.
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180 The twistd utility has a fair number of options that might be useful, and
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181 can be viewed with:
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182
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183 % twistd --help
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184
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185 When the service starts, it will connect to the XMPP server at the local machine using the
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186 component protocol, and assumes the JID ``pubsub``. This assumes a couple of defaults
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187 which can be overridden by passing parameters to the twistd plugin. You can get an
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188 overview of the parameters and their defaults using:
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189
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190 % twistd sat_pubsub --help
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191
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192 In particular, the following parameters will be of interest:
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193
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194 ``--jid``
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195 The Jabber ID the component will assume.
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196
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197 ``--rport``
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198 the port number of the XMPP server to connect to
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199
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200 ``--xmpp_pwd``
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201 the secret used to authenticate with the XMPP server.
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202
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203 For example::
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204
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205 twistd sat_pubsub --jid=sat-pubsub.<your_xmpp_domain> --xmpp_pwd=<password>
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206
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207 You can set your options in ``sat.conf`` which is the same file used as for Salut à Toi
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208 ecosystem. Please check backend ``configuration`` section for details. The SàT PubSub
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209 options must be in ``[pubsub]`` section.
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210