8460: Merge branch 'master' into 8460-websocket-go

[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 662a5e5ebc9d5f3620fee11d8a01d37b86551428..4aeeb5a7a1495a79e5cdc84c9a956f6862f81c4d 100644 (file)
--- a/doc/install/install-workbench-app.html.textile.liquid
+++ b/doc/install/install-workbench-app.html.textile.liquid
@@ -6,54 +6,36 @@ title: Install Workbench
 
 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
+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 python27-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' %}
+h2(#configure). Configure Workbench

 
 

-{% include 'note_python27_sc' %}
-
-h2. Set up configuration files
-
-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@.
 


@@ -95,34 +77,21 @@ 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. 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.
-
-{% include 'notebox_begin' %}
-You can safely ignore the following error message you may see when installing gems:
-<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.
-The validation message from Rubygems was:
-  duplicate dependency on rails (= 3.0.11, development), (>= 3.0.0) use:
-    add_runtime_dependency 'rails', '= 3.0.11', '>= 3.0.0'
-Using themes_for_rails (0.5.1) from https://github.com/holtkampw/themes_for_rails (at 1fd2d78)
-</code></pre>
-</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
 
 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>
 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>Install Nginx via your distribution or a backports repository.</li>
+<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>If you're deploying on an older Red Hat-based distribution and installed Pythyon 2.7 from Software Collections, configure Nginx to use it:

 
 

-<li><a href="https://www.phusionpassenger.com/documentation/Users%20guide%20Nginx.html">Install Phusion Passenger for Nginx</a>.</li>
+<pre><code>~$ <span class="userinput">sudo usermod --shell /bin/bash nginx</span>
+~$ <span class="userinput">sudo -u nginx sh -c 'echo "[[ -z \$PS1 ]] && source scl_source enable python27" >>~/.bash_profile'</span>
+</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 it.  You might add a block like the following, adding SSL and logging parameters to taste:</p>
 
 
 <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>
 


@@ -136,6 +105,10 @@ For best performance, we recommend you use Nginx as your Web server front-end, w
   passenger_enabled on;
   # If you're using RVM, uncomment the line below.
   #passenger_ruby /usr/local/rvm/wrappers/default/ruby;
   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 {
 }
 
 upstream workbench {


@@ -149,16 +122,22 @@ server {
   server_name  workbench.<span class="userinput">uuid-prefix.your.domain</span>;
 
   ssl on;
   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;
 
   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;
 
   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-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;
   }
     proxy_set_header      X-Real-IP $remote_addr;
     proxy_set_header      X-Forwarded-For $proxy_add_x_forwarded_for;
   }


@@ -171,14 +150,33 @@ server {
 </ol>
 </notextile>
 
 </ol>
 </notextile>
 

+h2. Prepare the Workbench deployment
+
+{% assign railspkg = "arvados-workbench" %}
+{% include 'install_rails_reconfigure' %}
+
+{% include 'notebox_begin' %}
+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.
+The validation message from Rubygems was:
+  duplicate dependency on rails (= 3.0.11, development), (>= 3.0.0) use:
+    add_runtime_dependency 'rails', '= 3.0.11', '>= 3.0.0'
+Using themes_for_rails (0.5.1) from https://github.com/holtkampw/themes_for_rails (at 1fd2d78)
+</code></pre>
+</notextile>
+{% include 'notebox_end' %}
+

 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


@@ -189,14 +187,14 @@ 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>