Mercurial > libervia-pubsub
annotate doc/installation.rst @ 446:67da33212b2b
doc: update dev instruction, `requirements.txt` now launches `setup.py`
| author | Goffi <goffi@goffi.org> |
|---|---|
| date | Sun, 21 Mar 2021 14:39:13 +0100 |
| parents | 6cef8aa1c991 |
| children | 445a2f67be4a |
| rev | line source |
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| 404 | 1 ============ |
| 2 Installation | |
| 3 ============ | |
| 4 | |
| 5 This are the instructions to install SàT Pubsub. | |
| 6 | |
| 7 .. note:: | |
| 8 | |
| 9 SàT PubSub is not released yet and this documentation is work in progress | |
| 10 | |
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11 .. note:: |
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12 |
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13 /!\\ Beware, if you're installing SàT Pubsub on a server already running in production, |
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14 it will replace your legacy Pubsub service, meaning that everything stored there won't |
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15 be available anymore (this includes, and is not limited to, bookmarks, encryption |
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16 keys, blogs, etc.). |
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17 |
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18 Be sure to save everything from your legacy Pubsub service before switching to SàT |
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19 Pubsub. |
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20 |
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21 Migration scripts are not yet available, help is welcome to write them. |
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22 |
| 404 | 23 |
| 24 Requirements | |
| 25 ------------ | |
| 26 | |
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27 - Python 3.7+ |
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28 - Python 3 "venv", which may be installed with Python 3 |
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29 - Mercurial |
| 404 | 30 - A XMPP server that supports the component protocol (XEP-0114), |
| 31 and, to enable the micro-blogging feature, Namespace Delegation (XEP-0355) | |
| 32 and privileged entity (XEP-0356) are needed. | |
| 33 We recommend using Prosody with mod_privilege and mod_delegation modules (those modules | |
| 34 are maintained by us). | |
| 35 | |
| 36 For the PostgreSQL backend, the following is also required: | |
| 37 | |
| 38 - PostgreSQL >= 9.5 (including development files for psycopg2) | |
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39 |
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40 Installation of dev version |
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41 --------------------------- |
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42 |
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43 First install system requirements. On a Debian system or derivative, you can use following |
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44 instructions:: |
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45 |
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46 sudo apt-get install postgresql python3-dev python3-venv python3-wheel mercurial |
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47 |
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48 Now go in a location where you can install SàT Pubsub, for instance your home directory:: |
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49 |
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50 $ cd |
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51 |
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52 You'll need to create and activate a Python virtual environment:: |
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53 |
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54 $ python3 -m venv pubsub-venv |
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55 $ source pubsub-venv/bin/activate |
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56 $ pip install -U pip wheel |
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57 |
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58 Then you need to clone the repository:: |
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59 |
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60 $ hg clone https://repos.goffi.org/sat_pubsub && cd sat_pubsub |
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61 |
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62 Now you can install requirements:: |
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63 |
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64 $ pip install -r requirements.txt |
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65 |
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66 And that's it! Please refer to `Post Installation`_ to initialize database. |
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67 |
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68 Next time you can update with:: |
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69 |
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70 $ hg pull -u |
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71 |
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72 .. note:: |
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73 |
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74 if requirements change, you may have to enter ``pip install -r requirements.txt`` |
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75 again, check also `Update`_ below) |
| 404 | 76 |
| 77 Installation From Sources | |
| 78 ------------------------- | |
| 79 | |
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80 .. note:: |
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81 |
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82 until the release of SàT Pubsub ``0.4.0`` it is recommended to install dev version |
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83 with instructions above |
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84 |
| 404 | 85 To install SàT PubSub we'll work in a virtual environment. On Debian and derivatives you |
| 86 should easily install dependencies with this:: | |
| 87 | |
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88 sudo apt-get install postgresql python3-dev python3-venv python3-wheel mercurial |
| 404 | 89 |
| 90 Now go in a location where you can install SàT Pubsub, for instance your home directory:: | |
| 91 | |
| 92 $ cd | |
| 93 | |
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94 And enter the following commands:: |
| 404 | 95 |
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96 $ python3 -m venv env |
| 404 | 97 $ source env/bin/activate |
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98 $ pip install -U pip wheel |
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99 $ pip install sat-pubsub |
| 404 | 100 |
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101 .. note:: |
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102 |
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103 If your are installing from a local clone of the repository, it has been reported that |
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104 installation with ``python setup.py install`` is not working properly. Please use ``pip |
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105 install .`` instead. |
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106 |
| 404 | 107 Post Installation |
| 108 ----------------- | |
| 109 | |
| 110 Once SàT Pubsub is installed, you'll need to create a PostgreSQL user, and create the | |
| 111 database:: | |
| 112 | |
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113 % sudo -u postgres createuser -d -P $(whoami) |
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114 % createdb pubsub |
| 404 | 115 % cd /tmp && wget https://repos.goffi.org/sat_pubsub/raw-file/tip/db/pubsub.sql |
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116 % psql pubsub < pubsub.sql |
| 404 | 117 |
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118 Update |
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119 ------ |
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120 |
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121 If you have updated SàT Pubsub and the database schema has been changed, you may have a |
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122 message indicating that your are using an outdated version. |
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123 |
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124 To update schema, just apply ``sat_pubsub_update_x_y.sql`` files where ``x`` is your |
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125 current version, and ``y`` is the one to update. If you are several versions late, just |
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126 apply updates one by one. |
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127 |
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128 For instance, if you have the following message:: |
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129 |
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130 ERROR:root:Bad database schema version (7), please upgrade to 8 |
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131 |
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132 Go to ``db`` directory and enter update instruction:: |
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133 |
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134 $ cd db |
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135 $ psql pubsub < sat_pubsub_update_7_8.sql |
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136 |
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137 .. note:: |
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138 |
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139 Before any update and specially if there is a schema change, you should backup your |
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140 database. If anything goes wrong, it will be your best chance to avoid any data loss. |
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141 |
| 404 | 142 |
| 143 .. _prosody_configuration: | |
| 144 | |
| 145 Prosody Configuration | |
| 146 --------------------- | |
| 147 | |
| 148 SàT PubSub can work with any XMPP server (which supports components), but if you want to | |
| 149 use it as your PEP service, you need a server which supports `XEP-0355`_ and `XEP-0356`_. | |
| 150 | |
| 151 Below you'll find the instruction to use SàT PubSub as a PEP service with Prosody: | |
| 152 | |
| 153 - add these two lines at the end of your ``prosody.cfg.lua`` file, adapting them to your XMPP | |
| 154 server domain (virtual host) and selecting a password of your choice: | |
| 155 | |
| 156 .. sourcecode:: lua | |
| 157 | |
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158 Component "pubsub.<xmpp_domain>" |
| 404 | 159 component_secret = "<password>" |
| 160 | |
| 161 - there are extra steps to enable the micro-blogging feature with Prosody. Please follow | |
| 162 the installation and configuration instructions that are given on these pages: | |
| 163 | |
| 164 - https://modules.prosody.im/mod_delegation.html | |
| 165 - https://modules.prosody.im/mod_privilege.html | |
| 166 | |
| 167 To keep your modules up to date, we recommend to clone the full modules | |
| 168 repository and then to symlink them like that: | |
| 169 | |
| 170 .. sourcecode:: shell | |
| 171 | |
| 172 % cd /path/to/install_dir | |
| 173 % hg clone https://hg.prosody.im/prosody-modules | |
| 174 % cd /path/to/prosody_plugins | |
| 175 % ln -sf /path/to/install_dir/prosody-modules/mod_delegation ./ | |
| 176 % ln -sf /path/to/install_dir/prosody-modules/mod_privilege ./ | |
| 177 | |
| 178 Or course, you have to adapt ``/path/to/install_dir`` to the directory where you want to | |
| 179 install the modules, and ``/path/to/prosody_plugins`` to the directory where prosody | |
| 180 modules are installed (hint: check ``prosodyctl about`` to find the latter). The ``ln`` | |
| 181 commands may have to be run as root depending on your installation. | |
| 182 | |
| 183 Once your symlinks are set, to update the modules we just need to type this: | |
| 184 | |
| 185 .. sourcecode:: shell | |
| 186 | |
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187 % cd /path/to/install_dir/prosody-modules |
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188 % hg pull -u |
| 404 | 189 |
| 190 Here is an example of how your ``prosody.cfg.lua`` should look like with | |
| 191 ``mod_delegation`` and ``mod_privilege`` activated: | |
| 192 | |
| 193 .. sourcecode:: lua | |
| 194 | |
| 195 [...] | |
| 196 modules_enabled = { | |
| 197 [...] | |
| 198 "delegation"; | |
| 199 "privilege"; | |
| 200 } | |
| 201 [...] | |
| 202 VirtualHost "<xmpp_domain>" | |
| 203 privileged_entities = { | |
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204 ["pubsub.<xmpp_domain>"] = { |
| 404 | 205 roster = "get"; |
| 206 message = "outgoing"; | |
| 207 presence = "roster"; | |
| 208 }, | |
| 209 } | |
| 210 delegations = { | |
| 211 ["urn:xmpp:mam:2"] = { | |
| 212 filtering = {"node"}; | |
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213 jid = "pubsub.<xmpp_domain>"; |
| 404 | 214 }, |
| 215 ["http://jabber.org/protocol/pubsub"] = { | |
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216 jid = "pubsub.<xmpp_domain>"; |
| 404 | 217 }, |
| 218 ["http://jabber.org/protocol/pubsub#owner"] = { | |
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219 jid = "pubsub.<xmpp_domain>"; |
| 404 | 220 }, |
| 221 ["https://salut-a-toi/protocol/schema:0"] = { | |
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222 jid = "pubsub.<xmpp_domain>"; |
| 404 | 223 }, |
| 224 ["http://jabber.org/protocol/disco#items:*"] = { | |
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225 jid = "pubsub.<xmpp_domain>"; |
| 404 | 226 }, |
| 227 ["https://salut-a-toi.org/spec/pubsub_admin:0"] = { | |
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228 jid = "pubsub.<xmpp_domain>"; |
| 404 | 229 }, |
| 230 } | |
| 231 | |
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232 Component "pubsub.<xmpp_domain>" |
| 404 | 233 component_secret = "<password>" |
| 234 modules_enabled = {"delegation", "privilege"} | |
| 235 | |
| 236 Of course, you still have to replace and adapt to your own settings. | |
| 237 | |
| 238 .. _XEP-0355: https://xmpp.org/extensions/xep-0355.html | |
| 239 .. _XEP-0356: https://xmpp.org/extensions/xep-0356.html | |
| 240 | |
| 241 Running SàT PubSub | |
| 242 ------------------ | |
| 243 | |
| 244 The minimal example for running sat_pubsub is: | |
| 245 | |
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246 % twistd sat-pubsub |
| 404 | 247 |
| 248 This will start the service and run it in the background. It generates a | |
| 249 file twistd.pid that holds the PID of the service and a log file twistd.log. | |
| 250 The twistd utility has a fair number of options that might be useful, and | |
| 251 can be viewed with: | |
| 252 | |
| 253 % twistd --help | |
| 254 | |
| 255 When the service starts, it will connect to the XMPP server at the local machine using the | |
| 256 component protocol, and assumes the JID ``pubsub``. This assumes a couple of defaults | |
| 257 which can be overridden by passing parameters to the twistd plugin. You can get an | |
| 258 overview of the parameters and their defaults using: | |
| 259 | |
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260 % twistd sat-pubsub --help |
| 404 | 261 |
| 262 In particular, the following parameters will be of interest: | |
| 263 | |
| 264 ``--jid`` | |
| 265 The Jabber ID the component will assume. | |
| 266 | |
| 267 ``--rport`` | |
| 268 the port number of the XMPP server to connect to | |
| 269 | |
| 270 ``--xmpp_pwd`` | |
| 271 the secret used to authenticate with the XMPP server. | |
| 272 | |
| 273 For example:: | |
| 274 | |
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275 twistd sat-pubsub --jid=pubsub.<your_xmpp_domain> --xmpp_pwd=<password> |
| 404 | 276 |
| 277 You can set your options in ``sat.conf`` which is the same file used as for Salut à Toi | |
| 278 ecosystem. Please check backend ``configuration`` section for details. The SàT PubSub | |
| 279 options must be in ``[pubsub]`` section. | |
| 280 |