---
layout: default
navsection: installguide
-title: Install the API server
+title: Install API server and Controller
...
+{% comment %}
+Copyright (C) The Arvados Authors. All rights reserved.
-h2. Prerequisites:
+SPDX-License-Identifier: CC-BY-SA-3.0
+{% endcomment %}
-# A GNU/Linux (virtual) machine
-# A domain name for your api server
+# "Introduction":#introduction
+# "Install dependencies":#dependencies
+# "Set up database":#database-setup
+# "Update config.yml":#update-config
+# "Update nginx configuration":#update-nginx
+# "Install arvados-api-server and arvados-controller":#install-packages
+# "Confirm working installation":#confirm-working
-h2(#dependencies). Install dependencies
+h2(#introduction). Introduction
-<notextile>
-<pre><code>~$ <span class="userinput">sudo apt-get install \
- bison build-essential gettext libcurl3 libcurl3-gnutls \
- libcurl4-openssl-dev libpcre3-dev libpq-dev libreadline-dev \
- libsqlite3-dev libssl-dev libxslt1.1 postgresql sqlite3 sudo \
- wget zlib1g-dev
-</span></code></pre></notextile>
+The Arvados core API server consists of four services: PostgreSQL, Arvados Rails API, Arvados Controller, and Nginx.
-h2(#ruby). Install Ruby and bundler
+Here is a simplified diagram showing the relationship between the core services. Client requests arrive at the public-facing Nginx reverse proxy. The request is forwarded to Arvados controller. The controller is able handle some requests itself, the rest are forwarded to the Arvados Rails API. The Rails API server implements the majority of business logic, communicating with the PostgreSQL database to fetch data and make transactional updates. All services are stateless, except the PostgreSQL database. This guide assumes all of these services will be installed on the same node, but it is possible to install these services across multiple nodes.
-We recommend Ruby >= 2.1.
+!(full-width){{site.baseurl}}/images/proxy-chain.svg!
-<notextile>
-<pre><code><span class="userinput">mkdir -p ~/src
-cd ~/src
-wget http://cache.ruby-lang.org/pub/ruby/2.1/ruby-2.1.2.tar.gz
-tar xzf ruby-2.1.2.tar.gz
-cd ruby-2.1.2
-./configure
-make
-sudo make install
-
-sudo gem install bundler</span>
-</code></pre></notextile>
+h2(#dependencies). Install dependencies
-h2. Download the source tree
+# "Install PostgreSQL":install-postgresql.html
+# "Install Ruby and Bundler":ruby.html
+# "Install nginx":nginx.html
+# "Install Phusion Passenger":https://www.phusionpassenger.com/library/walkthroughs/deploy/ruby/ownserver/nginx/oss/install_passenger_main.html
-<notextile>
-<pre><code>~$ <span class="userinput">cd $HOME</span> # (or wherever you want to install)
-~$ <span class="userinput">git clone https://github.com/curoverse/arvados.git</span>
-</code></pre></notextile>
+h2(#database-setup). Set up database
-See also: "Downloading the source code":https://arvados.org/projects/arvados/wiki/Download on the Arvados wiki.
+{% assign service_role = "arvados" %}
+{% assign service_database = "arvados_production" %}
+{% assign use_contrib = true %}
+{% include 'install_postgres_database' %}
-h2. Install gem dependencies
+h2(#update-config). Update config.yml
-<notextile>
-<pre><code>~$ <span class="userinput">cd arvados/services/api</span>
-~/arvados/services/api$ <span class="userinput">bundle install</span>
-</code></pre></notextile>
-
-h2. Configure the API server
+Starting from an "empty config.yml file,":config.html#empty add the following configuration keys.
-Edit the main configuration:
+h3. Tokens
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/application.yml.example config/application.yml</span>
-</code></pre></notextile>
-
-Choose a unique 5-character alphanumeric string to use as your @uuid_prefix@. An example is given that generates a 5-character string based on a hash of your hostname. The @uuid_prefix@ is a unique identifier for your API server. It also serves as the first part of the hostname for your API server.
-
-For a development site, use your own domain instead of arvadosapi.com.
+<pre><code> SystemRootToken: <span class="userinput">"$system_root_token"</span>
+ ManagementToken: <span class="userinput">"$management_token"</span>
+ Collections:
+ BlobSigningKey: <span class="userinput">"$blob_signing_key"</span>
+</code></pre>
+</notextile>
-Make sure a clone of the arvados repository exists in @git_repositories_dir@:
+These secret tokens are used to authenticate messages between Arvados components.
+* @SystemRootToken@ is used by Arvados system services to authenticate as the system (root) user when communicating with the API server.
+* @ManagementToken@ is used to authenticate access to system metrics.
+* @Collections.BlobSigningKey@ is used to control access to Keep blocks.
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">sudo mkdir -p /var/cache/git</span>
-~/arvados/services/api$ <span class="userinput">sudo git clone --bare ../../.git /var/cache/git/arvados.git</span>
-</code></pre></notextile>
-
-Generate a new secret token for signing cookies:
+Each token should be a string of at least 50 alphanumeric characters. You can generate a suitable token with the following command:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">rake secret</span>
-zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
-</code></pre></notextile>
-
-If you want access control on your Keep server(s), you should set @blob_signing_key@ to the same value as the permission key you provided to your "Keep server(s)":install-keep.html.
+<pre><code>~$ <span class="userinput">tr -dc 0-9a-zA-Z </dev/urandom | head -c50 ; echo</span>
+</code></pre>
+</notextile>
-Put it in @config/application.yml@ in the production or common section:
+h3. PostgreSQL.Connection
<notextile>
-<pre><code><span class="userinput"> secret_token: zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz</span>
+<pre><code> PostgreSQL:
+ Connection:
+ host: <span class="userinput">localhost</span>
+ user: <span class="userinput">arvados</span>
+ password: <span class="userinput">$postgres_password</span>
+ dbname: <span class="userinput">arvados_production</span>
</code></pre>
</notextile>
-Consult @application.default.yml@ for a full list of configuration options. Always put your local configuration in @application.yml@ instead of editing @application.default.yml@.
+Replace the @$postgres_password@ placeholder with the password you generated during "database setup":#database-setup .
-Generate a new database password. Nobody ever needs to memorize it or type it, so we'll make a strong one:
+h3. Services
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">ruby -e 'puts rand(2**128).to_s(36)'</span>
-6gqa1vu492idd7yca9tfandj3
-</code></pre></notextile>
+<pre><code> Services:
+ Controller:
+ ExternalURL: <span class="userinput">"https://ClusterID.example.com"</span>
+ InternalURLs:
+ <span class="userinput">"http://localhost:8003": {}</span>
+ RailsAPI:
+ # Does not have an ExternalURL
+ InternalURLs:
+ <span class="userinput">"http://localhost:8004": {}</span>
+</code></pre>
+</notextile>
-Create a new database user with permission to create its own databases.
+Replace @ClusterID.example.com@ with the hostname that you previously selected for the API server.
+
+The @Services@ section of the configuration helps Arvados components contact one another (service discovery). Each service has one or more @InternalURLs@ and an @ExternalURL@. The @InternalURLs@ describe where the service runs, and how the Nginx reverse proxy will connect to it. The @ExternalURL@ is how external clients contact the service.
+
+h2(#update-nginx). Update nginx configuration
+
+Use a text editor to create a new file @/etc/nginx/conf.d/arvados-api-and-controller.conf@ with the following configuration. Options that need attention are marked in <span class="userinput">red</span>.
+
+<notextile>
+<pre><code>proxy_http_version 1.1;
+
+# When Keep clients request a list of Keep services from the API
+# server, use the origin IP address to determine if the request came
+# from the internal subnet or it is an external client. This sets the
+# $external_client variable which in turn is used to set the
+# X-External-Client header.
+#
+# The API server uses this header to choose whether to respond to a
+# "available keep services" request with either a list of internal keep
+# servers (0) or with the keepproxy (1).
+#
+# <span class="userinput">Following the example here, update the 10.20.30.0/24 netmask</span>
+# <span class="userinput">to match your private subnet.</span>
+# <span class="userinput">Update 1.2.3.4 and add lines as necessary with the public IP</span>
+# <span class="userinput">address of all servers that can also access the private network to</span>
+# <span class="userinput">ensure they are not considered 'external'.</span>
+
+geo $external_client {
+ default 1;
+ 127.0.0.0/24 0;
+ <span class="userinput">10.20.30.0/24</span> 0;
+ <span class="userinput">1.2.3.4/32</span> 0;
+}
+
+# This is the port where nginx expects to contact arvados-controller.
+upstream controller {
+ server localhost:8003 fail_timeout=10s;
+}
+
+server {
+ # This configures the public https port that clients will actually connect to,
+ # the request is reverse proxied to the upstream 'controller'
+
+ listen 443 ssl;
+ server_name <span class="userinput">ClusterID.example.com</span>;
+
+ ssl_certificate <span class="userinput">/YOUR/PATH/TO/cert.pem</span>;
+ ssl_certificate_key <span class="userinput">/YOUR/PATH/TO/cert.key</span>;
+
+ # Refer to the comment about this setting in the passenger (arvados
+ # api server) section of your Nginx configuration.
+ client_max_body_size 128m;
+
+ location / {
+ proxy_pass http://controller;
+ proxy_redirect off;
+ proxy_connect_timeout 90s;
+ proxy_read_timeout 300s;
+ proxy_max_temp_file_size 0;
+ proxy_request_buffering off;
+ proxy_buffering off;
+ proxy_http_version 1.1;
+
+ proxy_set_header Host $http_host;
+ proxy_set_header Upgrade $http_upgrade;
+ proxy_set_header Connection "upgrade";
+ proxy_set_header X-External-Client $external_client;
+ proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+ proxy_set_header X-Forwarded-Proto https;
+ proxy_set_header X-Real-IP $remote_addr;
+ }
+}
+
+server {
+ # This configures the Arvados API server. It is written using Ruby
+ # on Rails and uses the Passenger application server.
+
+ listen <span class="userinput">localhost:8004</span>;
+ server_name localhost-api;
+
+ root /var/www/arvados-api/current/public;
+ index index.html index.htm index.php;
+
+ passenger_enabled on;
+
+ # <span class="userinput">If you are using RVM, uncomment the line below.</span>
+ # <span class="userinput">If you're using system ruby, leave it commented out.</span>
+ #passenger_ruby /usr/local/rvm/wrappers/default/ruby;
+
+ # This value effectively limits the size of API objects users can
+ # create, especially collections. If you change this, you should
+ # also ensure the following settings match it:
+ # * `client_max_body_size` in the previous server section
+ # * `API.MaxRequestSize` in config.yml
+ client_max_body_size 128m;
+}
+</code></pre>
+</notextile>
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">sudo -u postgres createuser --createdb --encrypted --pwprompt arvados</span>
-[sudo] password for <b>you</b>: <span class="userinput">yourpassword</span>
-Enter password for new role: <span class="userinput">paste-password-you-generated</span>
-Enter it again: <span class="userinput">paste-password-again</span>
-Shall the new role be a superuser? (y/n) <span class="userinput">n</span>
-Shall the new role be allowed to create more new roles? (y/n) <span class="userinput">n</span>
-</code></pre></notextile>
+{% assign arvados_component = 'arvados-api-server arvados-controller' %}
-Configure API server to connect to your database by creating and updating @config/database.yml@. Replace the @xxxxxxxx@ database password placeholders with the new password you generated above.
+{% include 'install_packages' %}
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/database.yml.sample config/database.yml</span>
-~/arvados/services/api$ <span class="userinput">edit config/database.yml</span>
-</code></pre></notextile>
+{% assign arvados_component = 'arvados-controller' %}
-Create and initialize the database.
+{% include 'start_service' %}
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">RAILS_ENV=development bundle exec rake db:setup</span>
-</code></pre></notextile>
+h2(#confirm-working). Confirm working installation
-Set up omniauth:
+Confirm working controller:
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/initializers/omniauth.rb.example config/initializers/omniauth.rb
+<notextile><pre><code>$ curl https://<span class="userinput">ClusterID.example.com</span>/arvados/v1/config
</code></pre></notextile>
-Edit @config/initializers/omniauth.rb@, and tell your api server to use the Curoverse SSO server for authentication:
+Confirm working Rails API server:
-<notextile>
-<pre><code>APP_ID = 'local_docker_installation'
-APP_SECRET = 'yohbai4eecohshoo1Yoot7tea9zoca9Eiz3Tajahweo9eePaeshaegh9meiye2ph'
-CUSTOM_PROVIDER_URL = 'https://auth.curoverse.com'
+<notextile><pre><code>$ curl https://<span class="userinput">ClusterID.example.com</span>/discovery/v1/apis/arvados/v1/rest
</code></pre></notextile>
-</pre>
-
-<div class="alert alert-block alert-info">
- <button type="button" class="close" data-dismiss="alert">×</button>
- <h4>Note!</h4>
- <p>You can also run your own SSO server. However, the SSO server codebase currently uses OpenID 2.0 to talk to Google's authentication service. Google <a href="https://developers.google.com/accounts/docs/OpenID2">has deprecated that protocol</a>. This means that new clients will not be allowed to talk to Google's authentication services anymore over OpenID 2.0, and they will phase out the use of OpenID 2.0 completely in the coming monts. We are working on upgrading the SSO server codebase to a newer protocol. That work should be complete by the end of November 2014. In the mean time, anyone is free to use the existing Curoverse SSO server for any local Arvados installation.</p>
-</div>
-You can now run the development server:
+Confirm that you can use the system root token to act as the system root user:
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">bundle exec rails server --port=3030
+<notextile><pre><code>$ curl -H "Authorization: Bearer $system_root_token" https://<span class="userinput">ClusterID.example.com</span>/arvados/v1/users/current
</code></pre></notextile>
-h3. Apache/Passenger (optional)
+h3. Troubleshooting
-You can use "Passenger":https://www.phusionpassenger.com/ for deployment. Point it to the services/api directory in the source tree.
+If you are getting TLS errors, make sure the @ssl_certificate@ directive in your nginx configuration has the "full certificate chain":http://nginx.org/en/docs/http/configuring_https_servers.html#chains
-To enable streaming so users can monitor crunch jobs in real time, add to your Passenger configuration in Apache:
+Logs can be found in @/var/www/arvados-api/current/log/production.log@ and using @journalctl -u arvados-controller@.
-<notextile>
-<pre><code><span class="userinput">PassengerBufferResponse off</span>
-</code></pre>
-</notextile>
-
-h2(#admin-user). Add an admin user
-
-Point your browser to the API server's login endpoint:
-
-<notextile>
-<pre><code><span class="userinput">https://localhost:3030/login</span>
-</code></pre>
-</notextile>
-
-Log in with your google account.
-
-Use the rails console to give yourself admin privileges:
-
-<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">bundle exec rails console</span>
-irb(main):001:0> <span class="userinput">Thread.current[:user] = User.all.select(&:identity_url).last</span>
-irb(main):002:0> <span class="userinput">Thread.current[:user].is_admin = true</span>
-irb(main):003:0> <span class="userinput">Thread.current[:user].update_attributes is_admin: true, is_active: true</span>
-irb(main):004:0> <span class="userinput">User.where(is_admin: true).collect &:email</span>
-=> ["root", "<b>your_address@example.com</b>"]
-</code></pre></notextile>
+See also the admin page on "Logging":{{site.baseurl}}/admin/logging.html .
projects / arvados.git / blobdiff