Mercurial > libervia-pubsub
annotate doc/installation.rst @ 444:853432aa8002
install (requirements): launch the setup script at the end of requirements
author | Goffi <goffi@goffi.org> |
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date | Sun, 21 Mar 2021 14:36:40 +0100 |
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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 sat-pubsub itself:: |
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67 |
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68 $ pip install -e . |
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69 |
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70 And that's it! Please refer to `Post Installation`_ to initialize database. |
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71 |
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72 Next time you can update with:: |
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73 |
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74 $ hg pull -u |
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75 |
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76 .. note:: |
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77 |
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78 if requirements change, you may have to enter ``pip install -r requirements.txt`` |
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79 again, check also `Update`_ below) |
404 | 80 |
81 Installation From Sources | |
82 ------------------------- | |
83 | |
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84 .. note:: |
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85 |
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86 until the release of SàT Pubsub ``0.4.0`` it is recommended to install dev version |
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87 with instructions above |
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88 |
404 | 89 To install SàT PubSub we'll work in a virtual environment. On Debian and derivatives you |
90 should easily install dependencies with this:: | |
91 | |
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92 sudo apt-get install postgresql python3-dev python3-venv python3-wheel mercurial |
404 | 93 |
94 Now go in a location where you can install SàT Pubsub, for instance your home directory:: | |
95 | |
96 $ cd | |
97 | |
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98 And enter the following commands:: |
404 | 99 |
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100 $ python3 -m venv env |
404 | 101 $ source env/bin/activate |
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102 $ pip install -U pip wheel |
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103 $ pip install sat-pubsub |
404 | 104 |
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105 .. note:: |
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106 |
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107 If your are installing from a local clone of the repository, it has been reported that |
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108 installation with ``python setup.py install`` is not working properly. Please use ``pip |
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109 install .`` instead. |
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110 |
404 | 111 Post Installation |
112 ----------------- | |
113 | |
114 Once SàT Pubsub is installed, you'll need to create a PostgreSQL user, and create the | |
115 database:: | |
116 | |
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117 % sudo -u postgres createuser -d -P $(whoami) |
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118 % createdb pubsub |
404 | 119 % cd /tmp && wget https://repos.goffi.org/sat_pubsub/raw-file/tip/db/pubsub.sql |
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120 % psql pubsub < pubsub.sql |
404 | 121 |
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122 Update |
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123 ------ |
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124 |
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125 If you have updated SàT Pubsub and the database schema has been changed, you may have a |
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126 message indicating that your are using an outdated version. |
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127 |
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128 To update schema, just apply ``sat_pubsub_update_x_y.sql`` files where ``x`` is your |
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129 current version, and ``y`` is the one to update. If you are several versions late, just |
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130 apply updates one by one. |
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131 |
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132 For instance, if you have the following message:: |
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133 |
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134 ERROR:root:Bad database schema version (7), please upgrade to 8 |
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135 |
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136 Go to ``db`` directory and enter update instruction:: |
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137 |
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138 $ cd db |
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139 $ psql pubsub < sat_pubsub_update_7_8.sql |
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140 |
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141 .. note:: |
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142 |
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143 Before any update and specially if there is a schema change, you should backup your |
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144 database. If anything goes wrong, it will be your best chance to avoid any data loss. |
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145 |
404 | 146 |
147 .. _prosody_configuration: | |
148 | |
149 Prosody Configuration | |
150 --------------------- | |
151 | |
152 SàT PubSub can work with any XMPP server (which supports components), but if you want to | |
153 use it as your PEP service, you need a server which supports `XEP-0355`_ and `XEP-0356`_. | |
154 | |
155 Below you'll find the instruction to use SàT PubSub as a PEP service with Prosody: | |
156 | |
157 - add these two lines at the end of your ``prosody.cfg.lua`` file, adapting them to your XMPP | |
158 server domain (virtual host) and selecting a password of your choice: | |
159 | |
160 .. sourcecode:: lua | |
161 | |
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162 Component "pubsub.<xmpp_domain>" |
404 | 163 component_secret = "<password>" |
164 | |
165 - there are extra steps to enable the micro-blogging feature with Prosody. Please follow | |
166 the installation and configuration instructions that are given on these pages: | |
167 | |
168 - https://modules.prosody.im/mod_delegation.html | |
169 - https://modules.prosody.im/mod_privilege.html | |
170 | |
171 To keep your modules up to date, we recommend to clone the full modules | |
172 repository and then to symlink them like that: | |
173 | |
174 .. sourcecode:: shell | |
175 | |
176 % cd /path/to/install_dir | |
177 % hg clone https://hg.prosody.im/prosody-modules | |
178 % cd /path/to/prosody_plugins | |
179 % ln -sf /path/to/install_dir/prosody-modules/mod_delegation ./ | |
180 % ln -sf /path/to/install_dir/prosody-modules/mod_privilege ./ | |
181 | |
182 Or course, you have to adapt ``/path/to/install_dir`` to the directory where you want to | |
183 install the modules, and ``/path/to/prosody_plugins`` to the directory where prosody | |
184 modules are installed (hint: check ``prosodyctl about`` to find the latter). The ``ln`` | |
185 commands may have to be run as root depending on your installation. | |
186 | |
187 Once your symlinks are set, to update the modules we just need to type this: | |
188 | |
189 .. sourcecode:: shell | |
190 | |
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191 % cd /path/to/install_dir/prosody-modules |
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192 % hg pull -u |
404 | 193 |
194 Here is an example of how your ``prosody.cfg.lua`` should look like with | |
195 ``mod_delegation`` and ``mod_privilege`` activated: | |
196 | |
197 .. sourcecode:: lua | |
198 | |
199 [...] | |
200 modules_enabled = { | |
201 [...] | |
202 "delegation"; | |
203 "privilege"; | |
204 } | |
205 [...] | |
206 VirtualHost "<xmpp_domain>" | |
207 privileged_entities = { | |
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208 ["pubsub.<xmpp_domain>"] = { |
404 | 209 roster = "get"; |
210 message = "outgoing"; | |
211 presence = "roster"; | |
212 }, | |
213 } | |
214 delegations = { | |
215 ["urn:xmpp:mam:2"] = { | |
216 filtering = {"node"}; | |
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217 jid = "pubsub.<xmpp_domain>"; |
404 | 218 }, |
219 ["http://jabber.org/protocol/pubsub"] = { | |
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220 jid = "pubsub.<xmpp_domain>"; |
404 | 221 }, |
222 ["http://jabber.org/protocol/pubsub#owner"] = { | |
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223 jid = "pubsub.<xmpp_domain>"; |
404 | 224 }, |
225 ["https://salut-a-toi/protocol/schema:0"] = { | |
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226 jid = "pubsub.<xmpp_domain>"; |
404 | 227 }, |
228 ["http://jabber.org/protocol/disco#items:*"] = { | |
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229 jid = "pubsub.<xmpp_domain>"; |
404 | 230 }, |
231 ["https://salut-a-toi.org/spec/pubsub_admin:0"] = { | |
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232 jid = "pubsub.<xmpp_domain>"; |
404 | 233 }, |
234 } | |
235 | |
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236 Component "pubsub.<xmpp_domain>" |
404 | 237 component_secret = "<password>" |
238 modules_enabled = {"delegation", "privilege"} | |
239 | |
240 Of course, you still have to replace and adapt to your own settings. | |
241 | |
242 .. _XEP-0355: https://xmpp.org/extensions/xep-0355.html | |
243 .. _XEP-0356: https://xmpp.org/extensions/xep-0356.html | |
244 | |
245 Running SàT PubSub | |
246 ------------------ | |
247 | |
248 The minimal example for running sat_pubsub is: | |
249 | |
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250 % twistd sat-pubsub |
404 | 251 |
252 This will start the service and run it in the background. It generates a | |
253 file twistd.pid that holds the PID of the service and a log file twistd.log. | |
254 The twistd utility has a fair number of options that might be useful, and | |
255 can be viewed with: | |
256 | |
257 % twistd --help | |
258 | |
259 When the service starts, it will connect to the XMPP server at the local machine using the | |
260 component protocol, and assumes the JID ``pubsub``. This assumes a couple of defaults | |
261 which can be overridden by passing parameters to the twistd plugin. You can get an | |
262 overview of the parameters and their defaults using: | |
263 | |
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264 % twistd sat-pubsub --help |
404 | 265 |
266 In particular, the following parameters will be of interest: | |
267 | |
268 ``--jid`` | |
269 The Jabber ID the component will assume. | |
270 | |
271 ``--rport`` | |
272 the port number of the XMPP server to connect to | |
273 | |
274 ``--xmpp_pwd`` | |
275 the secret used to authenticate with the XMPP server. | |
276 | |
277 For example:: | |
278 | |
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279 twistd sat-pubsub --jid=pubsub.<your_xmpp_domain> --xmpp_pwd=<password> |
404 | 280 |
281 You can set your options in ``sat.conf`` which is the same file used as for Salut à Toi | |
282 ecosystem. Please check backend ``configuration`` section for details. The SàT PubSub | |
283 options must be in ``[pubsub]`` section. | |
284 |