3 These instructions are designed for setting up The Rails Port for development and testing.
4 If you want to deploy the software for your own project, then see the notes at the end.
6 You can install the software directly on your machine, which is the traditional and probably best-supported approach. However, there
7 are two alternatives which make it easier to get a consistent development environment and may avoid installation difficulties:
9 * **Vagrant** This installs the software into a virtual machine. For Vagrant instructions see [VAGRANT.md](VAGRANT.md).
10 * **Docker** This installs the software using containerization. For Docker instructions see [DOCKER.md](DOCKER.md).
12 These instructions are based on Ubuntu 20.04 LTS, which is the platform used by the OSMF servers.
13 The instructions also work, with only minor amendments, for all other current Ubuntu releases, Fedora and MacOSX
15 We don't recommend attempting to develop or deploy this software on Windows. If you need to use Windows, then try developing this software using Ubuntu in a virtual machine, or use [Vagrant](VAGRANT.md).
19 Many of the dependencies are managed through the standard Ruby on Rails mechanisms -
20 i.e. ruby gems specified in the Gemfile and installed using bundler. However, there are a large number
21 of packages required before you can get the various gems installed.
23 ## Minimum requirements
28 * Bundler (see note below about [developer Ruby setup](#rbenv))
31 These can be installed on Ubuntu 20.04 or later with:
35 sudo apt-get install ruby2.7 libruby2.7 ruby2.7-dev \
36 libmagickwand-dev libxml2-dev libxslt1-dev nodejs \
37 apache2 apache2-dev build-essential git-core firefox-geckodriver \
38 postgresql postgresql-contrib libpq-dev libsasl2-dev \
39 imagemagick libffi-dev libgd-dev libarchive-dev libbz2-dev yarnpkg
40 sudo gem2.7 install bundler
43 ### Alternative platforms
47 For Fedora, you can install the minimum requirements with:
50 sudo dnf install ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems \
53 postgresql postgresql-server postgresql-contrib \
54 perl-podlators ImageMagick libffi-devel gd-devel libarchive-devel \
55 bzip2-devel nodejs-yarn
58 If you didn't already have PostgreSQL installed then create a PostgreSQL instance and start the server:
61 sudo postgresql-setup initdb
62 sudo systemctl start postgresql.service
65 Optionally set PostgreSQL to start on boot:
68 sudo systemctl enable postgresql.service
73 For MacOSX, you will need XCode installed from the Mac App Store; OS X 10.7 (Lion) or later; and some familiarity with Unix development via the Terminal.
75 Installing PostgreSQL:
77 * Install Postgres.app from https://postgresapp.com/
78 * Make sure that you've initialized and started Postgresql from the app (there should be a little elephant icon in your systray).
79 * Add PostgreSQL to your path, by editing your profile:
85 `export PATH=/Applications/Postgres.app/Contents/MacOS/bin:$PATH`
87 After this, you may need to start a new shell window, or source the profile again by running `. ~/.profile`.
89 Installing other dependencies:
91 * Install Homebrew from https://brew.sh/
92 * Install the latest version of Ruby: `brew install ruby`
93 * Install other dependencies: `brew install imagemagick libxml2 gd yarn pngcrush optipng pngquant jhead jpegoptim gifsicle svgo`
94 * Install Bundler: `gem install bundler` (you might need to `sudo gem install bundler` if you get an error about permissions - or see note below about [developer Ruby setup](#rbenv))
96 You will need to tell `bundler` that `libxml2` is installed in a Homebrew location. If it uses the system-installed one then you will get errors installing the `libxml-ruby` gem later on<a name="macosx-bundle-config"></a>.
99 bundle config build.libxml-ruby --with-xml2-config=/usr/local/opt/libxml2/bin/xml2-config
102 If you want to run the tests, you need `geckodriver` as well:
105 brew tap homebrew/cask
106 brew cask install geckodriver
109 Note that OS X does not have a /home directory by default, so if you are using the GPX functions, you will need to change the directories specified in config/application.yml.
111 ## Cloning the repository
113 The repository is reasonably large (~150MB) and it's unlikely that you need the full history. If you are happy to wait for it all to download, run:
116 git clone https://github.com/openstreetmap/openstreetmap-website.git
119 To clone only the most recent version (~23MB), instead use a 'shallow clone':
122 git clone --depth=1 https://github.com/openstreetmap/openstreetmap-website.git
125 If you want to add in the full history later on, perhaps to run `git blame` or `git log`, run `git fetch --depth=1000000`
130 We use [Bundler](http://gembundler.com/) to manage the rubygems required for the project.
133 cd openstreetmap-website
139 We use [Yarn](https://yarnpkg.com/) to manage the Node.js modules required for the project.
142 bundle exec rake yarn:install
145 ## Prepare local settings file
147 This is a workaround. [See issues/2185 for details](https://github.com/openstreetmap/openstreetmap-website/issues/2185#issuecomment-508676026).
150 touch config/settings.local.yml
155 The Rails port needs to be configured with an object storage facility - for
156 development and testing purposes you can use the example configuration:
159 cp config/example.storage.yml config/storage.yml
164 The Rails Port uses three databases - one for development, one for testing, and one for production. The database-specific configuration
165 options are stored in `config/database.yml`, which we need to create from the example template.
168 cp config/example.database.yml config/database.yml
171 PostgreSQL is configured to, by default, accept local connections without requiring a username or password. This is fine for development.
172 If you wish to set up your database differently, then you should change the values found in the `config/database.yml` file, and amend the
173 instructions below as appropriate.
175 ### PostgreSQL account setup
177 We need to create a PostgreSQL role (i.e. user account) for your current user, and it needs to be a superuser so that we can create more databases.
181 createuser -s <username>
185 ### Create the databases
187 To create the three databases - for development, testing and production - run:
190 bundle exec rake db:create
193 ### PostgreSQL Btree-gist Extension
195 We need to load the `btree-gist` extension, which is needed for showing changesets on the history tab.
198 psql -d openstreetmap -c "CREATE EXTENSION btree_gist"
201 ### PostgreSQL Functions
203 We need to install some special functions into the PostgreSQL database:
206 psql -d openstreetmap -f db/functions/functions.sql
209 ### Database structure
211 To create all the tables, indexes and constraints, run:
214 bundle exec rake db:migrate
219 To ensure that everything is set up properly, you should now run:
222 bundle exec rake test:db
225 This test will take a few minutes, reporting tests run, assertions, and any errors. If you receive no errors, then your installation is successful.
227 The unit tests may output parser errors related to "Attribute lat redefined." These can be ignored.
229 ### Starting the server
231 Rails comes with a built-in webserver, so that you can test on your own machine without needing a server. Run
234 bundle exec rails server
237 You can now view the site in your favourite web-browser at [http://localhost:3000/](http://localhost:3000/)
239 Note that the OSM map tiles you see aren't created from your local database - they are just the standard map tiles.
243 After installing this software, you may need to carry out some [configuration steps](CONFIGURE.md), depending on your tasks.
245 # Installing compiled shared library database functions (optional)
247 There are special database functions required by a (little-used) API call, the migrations and diff replication. The former two are provided as *either* pure SQL functions or a compiled shared library. The SQL versions are installed as part of the recommended install procedure above and the shared library versions are recommended only if you are running a production server making a lot of `/changes` API calls or need the diff replication functionality.
249 If you aren't sure which you need, stick with the SQL versions.
251 Before installing the functions, it's necessary to install the PostgreSQL server development packages. On Ubuntu this means:
254 sudo apt-get install postgresql-server-dev-all
260 sudo dnf install postgresql-devel
263 The library then needs compiling.
271 If you previously installed the SQL versions of these functions, we'll need to delete those before adding the new ones:
274 psql -d openstreetmap -c "DROP FUNCTION IF EXISTS maptile_for_point"
275 psql -d openstreetmap -c "DROP FUNCTION IF EXISTS tile_for_point"
278 Then we create the functions within each database. We're using `pwd` to substitute in the current working directory, since PostgreSQL needs the full path.
281 psql -d openstreetmap -c "CREATE FUNCTION maptile_for_point(int8, int8, int4) RETURNS int4 AS '`pwd`/db/functions/libpgosm', 'maptile_for_point' LANGUAGE C STRICT"
282 psql -d openstreetmap -c "CREATE FUNCTION tile_for_point(int4, int4) RETURNS int8 AS '`pwd`/db/functions/libpgosm', 'tile_for_point' LANGUAGE C STRICT"
283 psql -d openstreetmap -c "CREATE FUNCTION xid_to_int4(xid) RETURNS int4 AS '`pwd`/db/functions/libpgosm', 'xid_to_int4' LANGUAGE C STRICT"
286 # Ruby development install and versions<a name="rbenv"></a> (optional)
288 For simplicity, this document explains how to install all the website dependencies as "system" dependencies. While this is simpler, and usually faster, you might want more control over the process or the ability to install multiple different versions of software alongside eachother. For many developers, [`rbenv`](https://github.com/rbenv/rbenv) is the easiest way to manage multiple different Ruby versions on the same computer - with the added advantage that the installs are all in your home directory, so you don't need administrator permissions.
290 If you choose to install Ruby and Bundler via `rbenv`, then you do not need to install the system libraries for Ruby:
292 * For Ubuntu, you do not need to install the following packages: `ruby2.7 libruby2.7 ruby2.7-dev bundler`,
293 * For Fedora, you do not need to install the following packages: `ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems`
294 * For MacOSX, you do not need to `brew install ruby` - but make sure you've installed a version of Ruby using `rbenv` before running `gem install bundler`!
296 After installing a version of Ruby with `rbenv` (the latest stable version is a good place to start), you will need to make that the default. From inside the `openstreetmap-website` directory, run:
302 Where `$VERSION` is the version you installed. Then install bundler:
308 You should now be able to proceed with the rest of the installation. If you're on MacOSX, make sure you set up the [config override for the libxml2 location](#macosx-bundle-config) _after_ installing bundler.