local_setup.md

(I already have Geoconnect installed, I just need to run it)

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Local Installation Instructions

Geoconnect works as a middle layer, allowing Dataverse files to be visualized on the Harvard WorldMap.

caveat: Directions not too windows friendly...

Prerequisites

Note: use python 2.7+. Not yet upgraded for 3.5+

Install pip

• use sudo if needed (mac users, use sudo)
• if on Windows, make sure python is installed.

Install virtualenvwrapper

• The virtualenvwrapper may be installed via pip:

  pip install virtualenvwrapper
  

  • On windows, either install virtualenvwrapper-win-1.1.5 or cygwin.

• Set the shell/Terminal to use virtualenvwrapper.

  • For Mac users:

    1. Open a new terminal

    2. Open your .bash_profile for editing

    3. Add these lines

       export WORKON_HOME=$HOME/.virtualenvs
       export PROJECT_HOME=$HOME/Devel
       source /usr/local/bin/virtualenvwrapper.sh
       

    4. Reference: http://virtualenvwrapper.readthedocs.org/en/latest/install.html#shell-startup-file

  • If you're using windows, this might be helpful.

Install Github Desktop

• Or, if you choose, use the command line to access Github

Install ATOM editor (recommended)

• This is Github's text editor

Local Setup

Get the repository

• Use Github Desktop to pull down the geoconnect repository

• Alternately, use the command line:

  git clone [email protected]:IQSS/geoconnect.git
  

Make a virtualenv and install requirements

• Open a Terminal and cd into the geoconnect repository.

• Run the following commands (May take a couple of minutes)

  mkvirtualenv geoconnect  
  pip install -r requirements/local.txt
  

• Mac note: If you run into Xcode (or other errors) when running the install, google it.

  • Sometimes the Xcode license agreement hasn't been accepted

Configure your virtualenv

• Edit the postactivate script for the virtualenvwrapper.

  • Note: 'atom' may be any text editor

    atom $VIRTUAL_ENV/bin/postactivate
    

• On windows:

  atom %VIRTUAL_ENV%\Scripts\activate.bat
  

• Add these lines to the postactivate file and save the file

  • Mac:

    export DJANGO_DEBUG=True
    export DJANGO_SETTINGS_MODULE=geoconnect.settings.local
    

  • On windows:

    set "DJANGO_DEBUG=True"
    set "DJANGO_SETTINGS_MODULE=geoconnect.settings.local"
    

• Test the postactivate script from the command line

  • Mac:

    deactivate
    workon geoconnect
    echo $DJANGO_SETTINGS_MODULE
    

  • Windows, use:

    echo %DJANGO_SETTINGS_MODULE%
    

  • You should see geoconnect.settings.local

Add WorldMap credentials for Geoconnect settings

These credentials are for a WorldMap "service" account. From the WorldMap perspective, all maps created via Dataverse and your local Geooconnect will be owned by this user.

• Go to the directory: geoconnect/geoconnect/settings
  1. Duplicate the file template_worldmap_secrets.json
  2. Rename the file to worldmap_secrets_local2.json
• Within the new file, add the information for a WorldMap account:
  • WORLDMAP_SERVER_URL: http://worldmap.harvard.edu
  • WORLDMAP_ACCOUNT_USERNAME: (to be given in meeting)
  • WORLDMAP_ACCOUNT_PASSWORD: (to be given in meeting)

Note: The WorldMap service account must belong to the group "dataverse". This can only be done by a WorldMap administrator.

Create/sync the database (still in ~\geoconnect)

Create a local sqlite database to store geoconnect information.

• Run this command (with your virtualenv activated):

  python manage.py migrate

• To make the classification tables, run this (ignore any errors):

  python manage.py migrate --run-syncdb

Add initial data

• Add supported file types:

  python manage.py loaddata --app registered_dataverse incoming_filetypes_initial_data.json
  

• Add colors/classification methods

  python manage.py loaddata gc_apps/classification/fixtures/initial_data_2017_0421.json
  

Create a superuser

• Use a username and password you'll use for local testing

  python manage.py createsuperuser
  

Run the local server and login to the admin screenshot

• Run the local server. Use port 8070 so as not to overlap with Dataverse

  python manage.py runserver 8070
  

• Got to the admin screen and login using your superuser credentials from the previous step:

  • http://127.0.0.1:8070/geo-connect-admin

Register your local Dataverse

Once your are logged into the admin page from the previous step, register the Dataverse or Dataverses you would like to use for mapping.

1. From the Admin page: scroll down, click on "Registered Dataverses"
2. Top right: click "Add Registered Dataverse"
3. Add a name and a url:
   • Localhost example:
     • Name: local dataverse
     • Dataverse URL: http://localhost:8080
   • HTTPS Example:
     • Name: beta.dataverse.org
     • Dataverse URL: https://beta.dataverse.org:443
     • Note: Follow the example above and add (:443) to the url
4. Save the registered Dataverse

Update your local Dataverse Postgres database

(1) Update the settings table to activate geoconnect

INSERT into setting VALUES (':GeoconnectCreateEditMaps', 'true');
INSERT into setting VALUES (':GeoconnectViewMaps', 'true');

(2) Point Dataverse at the local Geoconnect

• If you haven't used mapping yet, run this SQL query against Postgres:

  INSERT INTO worldmapauth_tokentype (contactemail, hostname, ipaddress, mapitlink, name, timelimitminutes, timelimitseconds, md5, created, modified)
  VALUES ('[email protected]', '127.0.0.1:8070', '127.0.0.1:8070', 'http://127.0.0.1:8070/shapefile/map-it', 'GEOCONNECT', 30, 1800, '38c0a931b2d582a5c43fc79405b30c22', NOW(), NOW())

• If a GEOCONNECT entry already exists, use:

  UPDATE worldmapauth_tokentype SET mapitlink = 'http://127.0.0.1:8070/shapefile/map-it' WHERE name = 'GEOCONNECT';

Trying test files

There are several test files available in the Google drive:

• https://drive.google.com/drive/u/1/folders/0B4VvItDJwfehU05xQUxkRFFCMlU

Running the Local Environment after Setup

Run the server

1. cd into your geoconnect directory
2. activate the virtual environment and run the server

workon geoconnect
python manage.py runserver 8070

Run the python shell (if needed)

1. cd into your geoconnect directory
2. Activate the virtual environment and run the server

workon geoconnect
python manage.py shell

Access the database via command line

1. cd into your geoconnect directory
2. activate the virtual environment and run the server

workon geoconnect
python manage.py dbshell

Subsequent updates

If you run a git pull to update your repo, please run the commands below to include possible pip requirement and database changes.

These commands will:

1. Update/add packages specified in updated requirements files.
2. Apply updates to the database structure. (New tables, columns, updated fields, etc)

Preliminaries

1. Open a Terminal and cd into your geoconnect directory
2. Activate the virtual environment workon geoconnect

Commands

# (1) Update requirements
pip install -r requirements/local.txt

# (2a) Migrate database changes (if needed)
python manage.py migrate

# (2b) For db models in the shared_dataverse_information package
python manage.py syncdb