title: Install the API server
...
-This installation guide assumes you are on a 64 bit Debian or Ubuntu system.
-
h2. Install prerequisites
-<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 \
- libssl-dev libxslt1.1 postgresql sudo wget zlib1g-dev
-</span></code></pre></notextile>
+The Arvados package repository includes an API 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_postgres). Install PostgreSQL
+
+{% include 'install_postgres' %}
-Also make sure you have "Ruby and bundler":install-manual-prerequisites-ruby.html installed.
+h2(#install_apiserver). Install API server and dependencies
-h2. Download the source tree
+On a Debian-based system, install the following packages:
<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>
+<pre><code>~$ <span class="userinput">sudo apt-get install bison build-essential libcurl4-openssl-dev git arvados-api-server</span>
+</code></pre>
+</notextile>
-See also: "Downloading the source code":https://arvados.org/projects/arvados/wiki/Download on the Arvados wiki.
+On a Red Hat-based system, install the following packages:
-The API server is in @services/api@ in the source tree.
+<notextile>
+<pre><code>~$ <span class="userinput">sudo yum install bison make automake gcc gcc-c++ libcurl-devel git arvados-api-server</span>
+</code></pre>
+</notextile>
-h2. Install gem dependencies
+h2. Set up the database
+
+Generate a new database password. Nobody ever needs to memorize it or type it, so we'll make a strong one:
<notextile>
-<pre><code>~$ <span class="userinput">cd arvados/services/api</span>
-~/arvados/services/api$ <span class="userinput">bundle install</span>
+<pre><code>~$ <span class="userinput">ruby -e 'puts rand(2**128).to_s(36)'</span>
+6gqa1vu492idd7yca9tfandj3
+</code></pre></notextile>
+
+Create a new database user.
+
+<notextile>
+<pre><code>~$ <span class="userinput">sudo -u postgres createuser --encrypted -R -S --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>
</code></pre></notextile>
-h2. Choose your environment
+{% include 'notebox_begin' %}
-The API server can be run in @development@ or in @production@ mode. Unless this installation is going to be used for development on the Arvados API server itself, you should run it in @production@ mode.
+This user setup assumes that your PostgreSQL is configured to accept password authentication. Red Hat systems use ident-based authentication by default. You may need to either adapt the user creation, or reconfigure PostgreSQL (in @pg_hba.conf@) to accept password authentication.
-Copy the example environment file for your environment. For example, if you choose @production@:
+{% include 'notebox_end' %}
+
+Create the database:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/environments/production.rb.example config/environments/production.rb</span>
-</code></pre></notextile>
+<pre><code>~$ <span class="userinput">sudo -u postgres createdb arvados_production -T template0 -E UTF8 -O arvados</span>
+</code></pre>
+</notextile>
-h2. Configure the API server
+h2. Set up configuration files
-First, copy the example configuration file:
+The API server package uses configuration files that you write to @/etc/arvados/api@ and ensures they're consistently deployed. Create this directory and copy the example configuration files to it:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/application.yml.example config/application.yml</span>
-</code></pre></notextile>
+<pre><code>~$ <span class="userinput">sudo mkdir -p /etc/arvados/api</span>
+~$ <span class="userinput">sudo chmod 700 /etc/arvados/api</span>
+~$ <span class="userinput">cd /var/www/arvados-api/current</span>
+/var/www/arvados-api/current$ <span class="userinput">sudo cp config/database.yml.example /etc/arvados/api/database.yml</span>
+/var/www/arvados-api/current$ <span class="userinput">sudo cp config/application.yml.example /etc/arvados/api/application.yml</span>
+</code></pre>
+</notextile>
-The API server reads the @config/application.yml@ file, as well as the @config/application.defaults.yml@ file. Values in @config/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 the API server and is provided for installation convenience, only.
+h2. Configure the database connection
-Consult @config/application.default.yml@ for a full list of configuration options. Always put your local configuration in @config/application.yml@, never edit @config/application.default.yml@.
+Edit @/etc/arvados/api/database.yml@ and replace the @xxxxxxxx@ database password placeholders with the PostgreSQL password you generated above.
-h3(#uuid_prefix). uuid_prefix
+h2(#configure_application). Configure the API server
-It is recommended to explicitly define your @uuid_prefix@ in @config/application.yml@, by setting the 'uuid_prefix' field in the section for your environment.
+Edit @/etc/arvados/api/application.yml@ to configure the settings described in the following sections. The deployment script will consistently deploy this to the API server's configuration directory. The API server reads both @application.yml@ and its own @config/application.default.yml@ file. The settings in @application.yml@ take precedence over the defaults that are defined in @config/application.default.yml@. The @config/application.yml.example@ file is not read by the API server and is provided as a starting template only.
-h3(#git_repositories_dir). git_repositories_dir
+@config/application.default.yml@ documents additional configuration settings not listed here. You can "view the current source version":https://arvados.org/projects/arvados/repository/revisions/master/entry/services/api/config/application.default.yml for reference.
-This field defaults to @/var/lib/arvados/git@. You can override the value by defining it in @config/application.yml@.
+Only put local configuration in @application.yml@. Do not edit @application.default.yml@.
-Make sure a clone of the arvados repository exists in @git_repositories_dir@.
+h3(#uuid_prefix). uuid_prefix
+
+Define your @uuid_prefix@ in @application.yml@ by setting the @uuid_prefix@ field in the section for your environment. This prefix is used for all database identifiers to identify the record as originating from this site. It must be exactly 5 lowercase ASCII letters and digits.
+
+Example @application.yml@:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">sudo mkdir -p /var/lib/arvados/git</span>
-~/arvados/services/api$ <span class="userinput">sudo git clone --bare ../../.git /var/lib/arvados/git/arvados.git</span>
-</code></pre></notextile>
+<pre><code> uuid_prefix: <span class="userinput">zzzzz</span></code></pre>
+</notextile>
h3. secret_token
-Generate a new secret token for signing cookies:
+The @secret_token@ is used for for signing cookies. IMPORTANT: This is a site secret. It should be at least 50 characters. Generate a random value and set it in @application.yml@:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">rake secret</span>
-zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
+<pre><code>~$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
+yyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy
</code></pre></notextile>
-Then put that value in the @secret_token@ field.
+Example @application.yml@:
-h3. blob_signing_key
+<notextile>
+<pre><code> secret_token: <span class="userinput">yyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyyy</span></code></pre>
+</notextile>
-If you want access control on your "Keepstore":install-keepstore.html server(s), you should set @blob_signing_key@ to the same value as the permission key you provide to your Keepstore daemon(s).
+h3(#blob_signing_key). blob_signing_key
-h3. workbench_address
+The @blob_signing_key@ is used to enforce access control to Keep blocks. This same key must be provided to the Keepstore daemons when "installing Keepstore servers.":install-keepstore.html IMPORTANT: This is a site secret. It should be at least 50 characters. Generate a random value and set it in @application.yml@:
+
+<notextile>
+<pre><code>~$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
+xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
+</code></pre></notextile>
+
+Example @application.yml@:
-Fill in the url of your workbench application in in @workbench_address@, for example
+<notextile>
+<pre><code> blob_signing_key: <span class="userinput">xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx</span></code></pre>
+</notextile>
- https://workbench.@prefix_uuid@.your.domain
+h3(#omniauth). sso_app_secret, sso_app_id, sso_provider_url
-h3. other options
+The following settings enable the API server to communicate with the "Single Sign On (SSO) server":install-sso.html to authenticate user log in.
-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@.
+Set @sso_provider_url@ to the base URL where your SSO server is installed. This should be a URL consisting of the scheme and host (and optionally, port), without a trailing slash.
-h2. Set up the database
+Set @sso_app_secret@ and @sso_app_id@ to the corresponding values for @app_secret@ and @app_id@ used in the "Create arvados-server client for Single Sign On (SSO)":install-sso.html#client step.
-Generate a new database password. Nobody ever needs to memorize it or type it, so we'll make a strong one:
+Example @application.yml@:
<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> sso_app_id: <span class="userinput">arvados-server</span>
+ sso_app_secret: <span class="userinput">wwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwwww</span>
+ sso_provider_url: <span class="userinput">https://sso.example.com</span>
+</code></pre>
+</notextile>
+
+h3. workbench_address
+
+Set @workbench_address@ to the URL of your workbench application after following "Install Workbench.":install-workbench-app.html
-Create a new database user with permission to create its own databases.
+Example @application.yml@:
<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>
+<pre><code> workbench_address: <span class="userinput">https://workbench.zzzzz.example.com</span></code></pre>
+</notextile>
+
+h3. websockets_address
+
+Set @websockets_address@ to the @wss://@ URL of the API server websocket endpoint after following "Set up Web servers.":#set_up
-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.
+Example @application.yml@:
<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>
+<pre><code> websockets_address: <span class="userinput">wss://ws.zzzzz.example.com</span></code></pre>
+</notextile>
+
+h3(#git_repositories_dir). git_repositories_dir
+
+The @git_repositories_dir@ setting specifies the directory where user git repositories will be stored. By default this is @/var/lib/arvados/git@.
-Create and initialize the database. If you are planning a production system, choose the @production@ rails environment, otherwise use @development@.
+Example @application.yml@:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">RAILS_ENV=production bundle exec rake db:setup</span>
-</code></pre></notextile>
+<pre><code> git_repositories_dir: <span class="userinput">/var/lib/arvados/git</span>
+</code></pre>
+</notextile>
-Alternatively, if the database user you intend to use for the API server is not allowed to create new databases, you can create the database first and then populate it with rake. Be sure to adjust the database name if you are using the @development@ environment. This sequence of commands is functionally equivalent to the rake db:setup command above.
+Make sure a clone of the arvados repository exists in @git_repositories_dir@.
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">su postgres createdb arvados_production -E UTF8 -O arvados</span>
-~/arvados/services/api$ <span class="userinput">RAILS_ENV=production bundle exec rake db:structure:load</span>
-~/arvados/services/api$ <span class="userinput">RAILS_ENV=production bundle exec rake db:seed</span>
+<pre><code>~$ <span class="userinput">sudo mkdir -p /var/lib/arvados/git</span>
+~$ <span class="userinput">sudo git clone --bare git://git.curoverse.com/arvados.git /var/lib/arvados/git/arvados.git</span>
</code></pre></notextile>
-<div class="alert alert-block alert-info">
- <button type="button" class="close" data-dismiss="alert">×</button>
- <h4>Note!</h4>
-You can safely ignore the following error message you may see when loading the database structure:
-<notextile>
-<pre><code>ERROR: must be owner of extension plpgsql</code></pre></notextile>
-</div>
+h3(#git_internal_dir). git_internal_dir
-h2. Set up omniauth
+The @git_internal_dir@ setting specifies the location of Arvados' internal git repository. By default this is @/var/lib/arvados/internal.git@. This repository stores git commits that have been used to run Crunch jobs. It should _not_ be a subdirectory of @git_repositories_dir@.
-First copy the omniauth configuration file:
+Example @application.yml@:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">cp -i config/initializers/omniauth.rb.example config/initializers/omniauth.rb
-</code></pre></notextile>
+<pre><code> git_internal_dir: <span class="userinput">/var/lib/arvados/internal.git</span>
+</code></pre>
+</notextile>
-Edit @config/initializers/omniauth.rb@, and tell your api server to use the Curoverse SSO server for authentication. Use the @APP_SECRET@ specified in the snippet below.
+h2. Prepare the API server deployment
-<notextile>
-<pre><code>APP_ID = 'local_docker_installation'
-APP_SECRET = 'yohbai4eecohshoo1Yoot7tea9zoca9Eiz3Tajahweo9eePaeshaegh9meiye2ph'
-CUSTOM_PROVIDER_URL = 'https://auth.curoverse.com'
-</code></pre></notextile>
-</pre>
+Now that all your configuration is in place, run @/usr/local/bin/arvados-api-server-upgrade.sh@. This will install and check your configuration, install necessary gems, and run any necessary database setup.
-<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>
+{% include 'notebox_begin' %}
+You can safely ignore the following error message you may see when loading the database structure:
+<notextile>
+<pre><code>ERROR: must be owner of extension plpgsql</code></pre></notextile>
+{% include 'notebox_end' %}
-h2. Start the API server
+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.
-h3. Development environment
+h2(#set_up). Set up Web servers
-If you plan to run in development mode, you can now run the development server this way:
+For best performance, we recommend you use Nginx as your Web server front-end, with a Passenger backend for the main API server and a Puma backend for API server Websockets. To do that:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">bundle exec rails server --port=3030
-</code></pre></notextile>
+<ol>
+<li><a href="https://www.phusionpassenger.com/documentation/Users%20guide%20Nginx.html">Install Nginx and Phusion Passenger</a>.</li>
-h3. Production environment
+<li><p>Puma is already included with the API server's gems. We recommend you run it as a service under <a href="http://smarden.org/runit/">runit</a> or a similar tool. Here's a sample runit script for that:</p>
-We recommend "Passenger":https://www.phusionpassenger.com/ to run the API server in production.
+<pre><code>#!/bin/bash
-Point it to the services/api directory in the source tree.
+set -e
+exec 2>&1
-To enable streaming so users can monitor crunch jobs in real time, make sure to add the following to your Passenger configuration:
+# Uncomment the line below if you're using RVM.
+#source /etc/profile.d/rvm.sh
-<notextile>
-<pre><code><span class="userinput">PassengerBufferResponse off</span>
+envdir="`pwd`/env"
+mkdir -p "$envdir"
+echo ws-only > "$envdir/ARVADOS_WEBSOCKETS"
+
+cd /var/www/arvados-api/current
+echo "Starting puma in `pwd`"
+
+# You may need to change arguments below to match your deployment, especially -u.
+exec chpst -m 1073741824 -u www-data:www-data -e "$envdir" \
+ bundle exec puma -t 0:512 -e production -b tcp://127.0.0.1:8100
+</code></pre>
+</li>
+
+<li><p>Edit the http section of your Nginx configuration to run the Passenger server, and act as a front-end for both it and Puma. You might add a block like the following, adding SSL and logging parameters to taste:</p>
+
+<pre><code>server {
+ listen 127.0.0.1:8000;
+ server_name localhost-api;
+
+ root /var/www/arvados-api/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;
+}
+
+upstream api {
+ server 127.0.0.1:8000 fail_timeout=10s;
+}
+
+upstream websockets {
+ # The address below must match the one specified in puma's -b option.
+ server 127.0.0.1:8100 fail_timeout=10s;
+}
+
+proxy_http_version 1.1;
+
+# When Keep clients request a list of Keep services from the API server, the
+# server will automatically return the list of available proxies if
+# the request headers include X-External-Client: 1. Following the example
+# here, at the end of this section, add a line for each netmask that has
+# direct access to Keep storage daemons to set this header value to 0.
+geo $external_client {
+ default 1;
+ <span class="userinput">10.20.30.0/24</span> 0;
+}
+
+server {
+ listen <span class="userinput">[your public IP address]</span>:443 ssl;
+ server_name <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;
+
+ location / {
+ proxy_pass http://api;
+ 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-External-Client $external_client;
+ proxy_set_header X-Real-IP $remote_addr;
+ proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+ }
+}
+
+server {
+ listen <span class="userinput">[your public IP address]</span>:443 ssl;
+ server_name ws.<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;
+
+ location / {
+ proxy_pass http://websockets;
+ proxy_redirect off;
+ proxy_connect_timeout 90s;
+ proxy_read_timeout 300s;
+
+ proxy_set_header Upgrade $http_upgrade;
+ proxy_set_header Connection "upgrade";
+ proxy_set_header Host $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>
projects / arvados.git / blobdiff