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Script setup

We have a script to automate the process of setting up your developmental environment. Right now, it supports Debian-based systems(Debian, Ubuntu etc.), Fedora and MacOS.

For Windows, the easiest way to get an environment set up is to use Ubuntu with WSL 2.

Prerequisite

There are some basic requirements for the script to work:

  • git (to clone the repository)
  • python 3.5 or newer
  • ruby 2.7.1
  • apt (debian) or homebrew (MacOS)

Instructions

  • Clone the repository
  • From the repository directory, run python3 setup.py
    • The python file checks for your operating system and runs the corresponding system dependent script
  • The script will ask for your root password and MySQL passwords.
    • While installing MySQL, the MySQL installer might ask you to setup the root password
    • In case of MacOS systems, the MySQL root password will be blank if the installer doesn't ask you to setup one.
  • Wait for the installation to complete
  • If you face any errors, you can find the log for the script in setup directory by the name of log.txt

In case of any errors please post your error logs on: WikiEducationFoundation#1709. You can also contact us on slack for any further queries.

Troubleshooting

  • If you want to setup your own manual Database config(Advanced users)
    • First, create your manual config file, config/database.yml from the sample file provided, config/database.example.yml
    • Run the script
    • Run Migrations if needed.
  • If you face issues related to MySQL default password on your system
    • Please confirm your Password for MySQL
    • Delete config/Database.yml
    • Run the script again.
  • If you face the error that Sorry! Your operating is not supported by this script
    • You can try running the system dependent scripts from setup directory, according to your system
    • You can try manual installation
  • If you're running Windows and experience RUNAS ERROR
    • Try running a command prompt session as administrator (via right click), and run the batch script in that window i.e., win-setup.bat

Manual setup

TL;DR bare minimum version

If you know your way around Rails, here's the very short version. Some additional requirements are necessary to make all the tests pass and all the features work, but this should be enough to stand up the app quickly.

  1. Fork and clone our repo from https://github.com/WikiEducationFoundation/WikiEduDashboard.
  2. Install gems: run bundle install
  3. Copy config/application.example.yml to config/application.yml
  4. Copy config/database.example.yml to config/database.yml
  5. Now login into your database
    • Either create a new user usingCREATE USER 'wiki'@'localhost' IDENTIFIED BY 'wikiedu'
    • or update database.yml with valid credentials to connect to the database
  6. Create a new database named as dashboard using the command CREATE DATABASE dashboard.
  7. Run rake db:migrate to migrate all database tables.
  8. Install yarn
  9. Run yarn to download the required javascript packages
  10. Building assets:
    • yarn start to built the development version
    • yarn build to generate the production version
  11. Finally, start rails with guard or rails sand open http://localhost:3000 in a web browser.
  12. Now, you're up and running!!

Detailed instructions

  • Pre-requisites for setup on OSX (Mac)

    • You will need to have xcode installed in order to have git on your machine. If you run git and it is not there, you will be prompted to install xcode.
    • To install rvm, you'll first need a gpg utility. You can install the GPG Suite from gpgtools.org
    • Homebrew will install itself when you run the rvm install command, if you don't have it already.

  • Pre-requisites for setup on Windows:

  • Fork our repo from https://github.com/WikiEducationFoundation/WikiEduDashboard..

  • In the console, download a copy of your forked repo with git clone https://github.com/your_username/WikiEduDashboard.git where your_username is your GitHub username.

  • Enter the new WikiEduDashboard directory with cd WikiEduDashboard.

  • On OSX/Debian, make sure you are in the "sudo" group.

  • Install Ruby 2.7.1 (RVM is documented here; rbenv also works fine.)

    • OSX/Debian:
      • From the WikiEduDashboard directory, run the curl script from rvm.io
      • Use rvm: rvm install 2.7.1 followed by rvm use 2.7.1
      • or use rbenv: rbenv install 2.7.1 followed by rbenv local 2.7.1
    • Windows:

  • Install Node:

  • Create mysql development and test database:

    • Install mariadb-server (or mysql-server)
      • Debian: sudo apt-get install -y mariadb-server libmariadb-dev
      • OSX: brew install mariadb
      • Windows: Install XAMPP
    • Start a mysql command line:
      • Debian: sudo mysql
      • OSX: brew services start mariadb then sudo mysql (If you receive the error message: Can't connect to local MySQL server through socket '/tmp/mysql.sock' (2) You may have a permissions issue. Try executing: sudo chown -R _mysql:mysql /usr/local/var/mysql before restarting database server and logging in)
      • Windows: C:\xampp\mysql\bin\mysql -u root
    • CREATE DATABASE dashboard DEFAULT CHARACTER SET utf8 DEFAULT COLLATE utf8_general_ci;
    • CREATE DATABASE dashboard_testing DEFAULT CHARACTER SET utf8 DEFAULT COLLATE utf8_general_ci;
    • exit

  • Install Gems:

    • $ gem install bundler
    • $ bundle install
    • If some gems fail to install, you may need to install some dependencies, such as: libmysqlclient-dev libpq-dev libqtwebkit-dev

  • Install Yarn

  • Install node modules via Yarn:

    • $ yarn

  • Install Pandoc

    • Debian: sudo apt install pandoc
    • See the Pandoc installation guide for your environment's specifics.
    • Only Pandoc itself is needed; no additional related components (eg, LaTeX) are required.

  • Add config files:

    • Either save application.example.yml and database.example.yml as application.yml and database.yml, respectively, in the config directory. The default settings in database.yml will suffice for a development environment.
    • Or you can copy config/application.example.yml to config/application.yml by running the command cp config/application.example.yml config/application.yml
    • and copy config/database.example.yml to config/database.yml by running the command cp config/database.example.yml config/database.yml

  • Install Redis:

    • Debian: sudo apt install redis-server
    • OSX: brew install redis
    • Windows: Download the Windows port by the Microsoft Open Tech Group

  • (Optional) Set up a post-merge hook to update all dependencies if package.json or Gemfile changes.

    • Copy .git-hooks/pull-update-deps to .git/hooks/post-merge

Initialize

  1. Migrate the development and test databases
  • $ rake db:migrate
  • $ rake db:migrate RAILS_ENV=test

Importing data and using the development environment

Set up OAuth integration (optional — skip unless you are working on WikiEdits features)

Populate example data

Running these tasks will take several minutes, and should populate your database with a few example events with editing activity.

  1. Create courses with users
  1. Import revision and upload data
  • Start Sidekiq, or run updates via rails console.

Develop

  1. Start Redis (if not already running as daemon)

    • Redis is used by Sidekiq. Some features — especially related to making edits on Wikipedia — will not work when Redis is down. On a Linux-based system, it will probably be running as a daemon automatically after installation. On OSX, you may need to start it manually.

      $ redis-server

      OR, if you used homebrew to install redis:

      $ redis-server /usr/local/etc/redis.conf

  2. Start the server

    • OSX/Debian: Use guard. This tool starts the rails development server (on localhost:3000). It also watches the files, and will automatically restart the server when rails files are changed, and it will automatically run corresponding test files when applicable.

      $ guard

    • Windows:

      $ rails s

  3. Compile assets

    • The yarn start command will build the project's javascripts and stylesheets (in lieu of the rails asset pipeline), and watch the assets directory, recompiling after changes to javascript, jsx and stylesheet files. Using yarn build instead will generate the minified production version of assets.

      $ yarn start

  4. The frontend is now visible at http://localhost:3000/

  5. Sign in and visit http://localhost:3000/campaigns to create a campaign.

  6. To set up test users and data, see User Roles

Design

The living style guide illustrates many of the design building blocks of the dashboard, which you can use for creating new features: http://localhost:3000/styleguide