Merge branch '8784-dir-listings'

[arvados.git] / doc / install / install-workbench-app.html.textile.liquid

diff --git a/doc/install/install-workbench-app.html.textile.liquid b/doc/install/install-workbench-app.html.textile.liquid
index 0b98fe474e6f6f86d275b7ecc51b135234272018..316609aec6fbbfc705dfa0e2dd5d50a7ada77fea 100644 (file)
--- a/doc/install/install-workbench-app.html.textile.liquid
+++ b/doc/install/install-workbench-app.html.textile.liquid
@@ -3,62 +3,44 @@ layout: default
 navsection: installguide
 title: Install Workbench
 ...
 navsection: installguide
 title: Install Workbench
 ...

+{% comment %}
+Copyright (C) The Arvados Authors. All rights reserved.
+
+SPDX-License-Identifier: CC-BY-SA-3.0
+{% endcomment %}

 
 h2. Install prerequisites
 
 
 h2. Install prerequisites
 

-The Arvados package repository includes Workbench server package that can help automate much of the deployment.
+The Arvados package repository includes a Workbench server package that can help automate much of the deployment.

 
 h3(#install_ruby_and_bundler). Install Ruby and Bundler
 
 {% include 'install_ruby_and_bundler' %}
 
 
 h3(#install_ruby_and_bundler). Install Ruby and Bundler
 
 {% include 'install_ruby_and_bundler' %}
 

-h3(#build_tools_workbench). Build tools
-
-* The Arvados Python SDK
-* Graphviz
-* Build tools to build gem dependencies
-* Nginx
+h2(#install_workbench). Install Workbench and dependencies

 
 Workbench doesn't need its own database, so it does not need to have PostgreSQL installed.
 
 
 Workbench doesn't need its own database, so it does not need to have PostgreSQL installed.
 

-On older distributions, you may need to use a backports repository to satisfy these requirements.  For example, on older Red Hat-based systems, consider using the "nginx16":https://www.softwarecollections.org/en/scls/rhscl/nginx16/ Software Collection.
+{% assign rh_version = "6" %}
+{% include 'note_python_sc' %}

 
 On a Debian-based system, install the following packages:
 
 <notextile>
 
 On a Debian-based system, install the following packages:
 
 <notextile>

-<pre><code>~$ <span class="userinput">sudo apt-get install bison build-essential graphviz git nginx python-arvados-python-client arvados-workbench</span>
+<pre><code>~$ <span class="userinput">sudo apt-get install bison build-essential graphviz git python-arvados-python-client arvados-workbench</span>

 </code></pre>
 </notextile>
 
 On a Red Hat-based system, install the following packages:
 
 <notextile>
 </code></pre>
 </notextile>
 
 On a Red Hat-based system, install the following packages:
 
 <notextile>

-<pre><code>~$ <span class="userinput">sudo yum install bison make automake gcc gcc-c++ graphviz git nginx python27-python-arvados-python-client arvados-workbench</span>
+<pre><code>~$ <span class="userinput">sudo yum install bison make automake gcc gcc-c++ graphviz git python-arvados-python-client arvados-workbench</span>

 </code></pre>
 </notextile>
 
 </code></pre>
 </notextile>
 

-{% include 'notebox_begin' %}
-
-If you intend to use specific versions of these packages from Software Collections, you may have to adapt some of the package names to match; e.g., @nginx16@.
-
-{% include 'notebox_end' %}
-
-{% include 'note_python27_sc' %}
-
-h2. Set up configuration files
+h2(#configure). Configure Workbench

 
 

-The Workbench server package uses configuration files that you write to @/etc/arvados/workbench@ and ensures they're consistently deployed.  Create this directory and copy the example configuration files to it:
-
-<notextile>
-<pre><code>~$ <span class="userinput">sudo mkdir -p /etc/arvados/workbench</span>
-~$ <span class="userinput">sudo chmod 700 /etc/arvados/workbench</span>
-~$ <span class="userinput">sudo cp /var/www/arvados-workbench/current/config/application.yml.example /etc/arvados/workbench/application.yml</span>
-</code></pre>
-</notextile>
-
-h2. Configure Workbench
-
-Edit @/etc/arvados/workbench/application.yml@ following the instructions below.  The deployment script will consistently deploy this to Workbench's configuration directory.  Workbench reads both @application.yml@ and its own @config/application.defaults.yml@ file.  Values in @application.yml@ take precedence over the defaults that are defined in @config/application.defaults.yml@.  The @config/application.yml.example@ file is not read by Workbench and is provided for installation convenience only.
+Edit @/etc/arvados/workbench/application.yml@ following the instructions below.  Workbench reads both @application.yml@ and its own @config/application.defaults.yml@ file.  Values in @application.yml@ take precedence over the defaults that are defined in @config/application.defaults.yml@.  The @config/application.yml.example@ file is not read by Workbench and is provided for installation convenience only.

 
 Consult @config/application.default.yml@ for a full list of configuration options.  Always put your local configuration in @/etc/arvados/workbench/application.yml@&mdash;never edit @config/application.default.yml@.
 
 
 Consult @config/application.default.yml@ for a full list of configuration options.  Always put your local configuration in @/etc/arvados/workbench/application.yml@&mdash;never edit @config/application.default.yml@.
 


@@ -100,12 +82,78 @@ h2. Configure Piwik
 
 In @/var/www/arvados-workbench/current/config@, copy @piwik.yml.example@ to @piwik.yml@ and edit to suit.
 
 
 In @/var/www/arvados-workbench/current/config@, copy @piwik.yml.example@ to @piwik.yml@ and edit to suit.
 

+h2. Set up Web server
+
+For best performance, we recommend you use Nginx as your Web server front-end, with a Passenger backend to serve Workbench.  To do that:
+
+<notextile>
+<ol>
+<li><a href="https://www.phusionpassenger.com/library/walkthroughs/deploy/ruby/ownserver/nginx/oss/install_passenger_main.html">Install Nginx and Phusion Passenger</a>.</li>
+
+<li><p>Edit the http section of your Nginx configuration to run the Passenger server, and act as a front-end for it.  You might add a block like the following, adding SSL and logging parameters to taste:</p>
+
+<pre><code>server {
+  listen 127.0.0.1:9000;
+  server_name localhost-workbench;
+
+  root /var/www/arvados-workbench/current/public;
+  index  index.html index.htm index.php;
+
+  passenger_enabled on;
+  # If you're using RVM, uncomment the line below.
+  #passenger_ruby /usr/local/rvm/wrappers/default/ruby;
+
+  # `client_max_body_size` should match the corresponding setting in
+  # the API server's Nginx configuration.
+  client_max_body_size 128m;
+}
+
+upstream workbench {
+  server     127.0.0.1:9000  fail_timeout=10s;
+}
+
+proxy_http_version 1.1;
+
+server {
+  listen       <span class="userinput">[your public IP address]</span>:443 ssl;
+  server_name  workbench.<span class="userinput">uuid-prefix.your.domain</span>;
+
+  ssl on;
+  ssl_certificate     <span class="userinput">/YOUR/PATH/TO/cert.pem</span>;
+  ssl_certificate_key <span class="userinput">/YOUR/PATH/TO/cert.key</span>;
+
+  index  index.html index.htm index.php;
+  # `client_max_body_size` should match the corresponding setting in
+  # the API server's Nginx configuration.
+  client_max_body_size 128m;
+
+  location / {
+    proxy_pass            http://workbench;
+    proxy_redirect        off;
+    proxy_connect_timeout 90s;
+    proxy_read_timeout    300s;
+
+    proxy_set_header      X-Forwarded-Proto https;
+    proxy_set_header      Host $http_host;
+    proxy_set_header      X-Real-IP $remote_addr;
+    proxy_set_header      X-Forwarded-For $proxy_add_x_forwarded_for;
+  }
+}
+</code></pre>
+</li>
+
+<li>Restart Nginx.</li>
+
+</ol>
+</notextile>
+

 h2. Prepare the Workbench deployment
 
 h2. Prepare the Workbench deployment
 

-Now that all your configuration is in place, run @/usr/local/bin/arvados-workbench-upgrade.sh@.  This will install and check your configuration, and install necessary gems.
+{% assign railspkg = "arvados-workbench" %}
+{% include 'install_rails_reconfigure' %}

 
 {% include 'notebox_begin' %}
 
 {% include 'notebox_begin' %}

-You can safely ignore the following error message you may see when installing gems:
+You can safely ignore the following error message you may see when Ruby Gems are installed:

 <notextile>
 <pre><code>themes_for_rails at /usr/local/rvm/gems/ruby-2.1.1/bundler/gems/themes_for_rails-1fd2d7897d75 did not have a valid gemspec.
 This prevents bundler from installing bins or native extensions, but that may not affect its functionality.
 <notextile>
 <pre><code>themes_for_rails at /usr/local/rvm/gems/ruby-2.1.1/bundler/gems/themes_for_rails-1fd2d7897d75 did not have a valid gemspec.
 This prevents bundler from installing bins or native extensions, but that may not affect its functionality.


@@ -117,20 +165,15 @@ Using themes_for_rails (0.5.1) from https://github.com/holtkampw/themes_for_rail
 </notextile>
 {% include 'notebox_end' %}
 
 </notextile>
 {% include 'notebox_end' %}
 

-This command aborts when it encounters an error.  It's safe to rerun multiple times, so if there's a problem with your configuration, you can fix that and try again.
-
-h2. Set up Web server
-
-{% include 'install_nginx_workbench' %}
-

 h2. Trusted client setting
 
 Log in to Workbench once to ensure that the Arvados API server has a record of the Workbench client. (It's OK if Workbench says your account hasn't been activated yet. We'll deal with that next.)
 
 h2. Trusted client setting
 
 Log in to Workbench once to ensure that the Arvados API server has a record of the Workbench client. (It's OK if Workbench says your account hasn't been activated yet. We'll deal with that next.)
 

-In the <strong>API server</strong> project root, start the rails console.  Locate the ApiClient record for your Workbench installation (typically, while you're setting this up, the @last@ one in the database is the one you want), then set the @is_trusted@ flag for the appropriate client record:
+In the <strong>API server</strong> project root, start the Rails console.  {% include 'install_rails_command' %}
+
+At the console, enter the following commands to locate the ApiClient record for your Workbench installation (typically, while you're setting this up, the @last@ one in the database is the one you want), then set the @is_trusted@ flag for the appropriate client record:

 
 

-<notextile><pre><code>/var/www/arvados-api/current$ <span class="userinput">RAILS_ENV=production bundle exec rails console</span>
-irb(main):001:0&gt; <span class="userinput">wb = ApiClient.all.last; [wb.url_prefix, wb.created_at]</span>
+<notextile><pre><code>irb(main):001:0&gt; <span class="userinput">wb = ApiClient.all.last; [wb.url_prefix, wb.created_at]</span>

 =&gt; ["https://workbench.example.com/", Sat, 19 Apr 2014 03:35:12 UTC +00:00]
 irb(main):002:0&gt; <span class="userinput">include CurrentApiClient</span>
 =&gt; true
 =&gt; ["https://workbench.example.com/", Sat, 19 Apr 2014 03:35:12 UTC +00:00]
 irb(main):002:0&gt; <span class="userinput">include CurrentApiClient</span>
 =&gt; true


@@ -141,14 +184,14 @@ irb(main):003:0&gt; <span class="userinput">act_as_system_user do wb.update_attr
 
 h2(#admin-user). Add an admin user
 
 
 h2(#admin-user). Add an admin user
 

-Next, we're going to use the rails console on the <strong>API server</strong> to activate our own account and give yourself admin privileges:
+Next, we're going to use the Rails console on the <strong>API server</strong> to activate your account and give yourself admin privileges.  {% include 'install_rails_command' %}
+
+Enter the following commands at the console:

 
 <notextile>
 
 <notextile>

-<pre><code>/var/www/arvados-api/current$ <span class="userinput">RAILS_ENV=production bundle exec rails console</span>
-irb(main):001:0&gt; <span class="userinput">Thread.current[:user] = User.all.select(&:identity_url).last</span>
-irb(main):002:0&gt; <span class="userinput">Thread.current[:user].is_admin = true</span>
-irb(main):003:0&gt; <span class="userinput">Thread.current[:user].update_attributes is_admin: true, is_active: true</span>
-irb(main):004:0&gt; <span class="userinput">User.where(is_admin: true).collect &:email</span>
+<pre><code>irb(main):001:0&gt; <span class="userinput">Thread.current[:user] = User.all.select(&:identity_url).last</span>
+irb(main):002:0&gt; <span class="userinput">Thread.current[:user].update_attributes is_admin: true, is_active: true</span>
+irb(main):003:0&gt; <span class="userinput">User.where(is_admin: true).collect &:email</span>

 =&gt; ["root", "<b>your_address@example.com</b>"]
 </code></pre></notextile>
 
 =&gt; ["root", "<b>your_address@example.com</b>"]
 </code></pre></notextile>