Merge remote-tracking branch 'upstream/pull/3856'

[rails.git] / INSTALL.md

diff --git a/INSTALL.md b/INSTALL.md
index ceb4eccb0acc27802699f6699d69dc2168a218be..b19ce4ffcbe217e4fc4e98a32e97e3e64f6b8857 100644 (file)
--- a/INSTALL.md
+++ b/INSTALL.md
@@ -1,14 +1,18 @@
 # Installation
 
 # Installation
 

-These instructions are designed for setting up The Rails Port for development and testing.
+These instructions are designed for setting up `openstreetmap-website` for development and testing.

 If you want to deploy the software for your own project, then see the notes at the end.
 
 If you want to deploy the software for your own project, then see the notes at the end.
 

-You can install the software directly on your machine, which is the traditional and probably best-supported approach. However, there is an alternative which may be easier: Vagrant. This installs the software into a virtual machine, which makes it easier to get a consistent development environment and may avoid installation difficulties. For Vagrant instructions, see [VAGRANT.md](VAGRANT.md).
+You can install the software directly on your machine, which is the traditional and probably best-supported approach. However, there
+are two alternatives which make it easier to get a consistent development environment and may avoid installation difficulties:

 
 

-These instructions are based on Ubuntu 18.04 LTS, which is the platform used by the OSMF servers.
+* **Vagrant** This installs the software into a virtual machine. For Vagrant instructions see [VAGRANT.md](VAGRANT.md).
+* **Docker** This installs the software using containerization. For Docker instructions see [DOCKER.md](DOCKER.md).
+
+These instructions are based on Ubuntu 20.04 LTS, which is the platform used by the OSMF servers.

 The instructions also work, with only minor amendments, for all other current Ubuntu releases, Fedora and MacOSX
 
 The instructions also work, with only minor amendments, for all other current Ubuntu releases, Fedora and MacOSX
 

-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).
+We don't recommend attempting to develop or deploy this software on Windows. Some Ruby gems may not be supported. If you need to use Windows the easiest solutions in order are [Docker](DOCKER.md), [Vagrant](VAGRANT.md), and Ubuntu in a virtual machine.

 
 ## Dependencies
 
 
 ## Dependencies
 


@@ -18,22 +22,21 @@ of packages required before you can get the various gems installed.
 
 ## Minimum requirements
 
 
 ## Minimum requirements
 

-* Ruby 2.5+
+* Ruby 2.7+

 * PostgreSQL 9.1+
 * PostgreSQL 9.1+

-* ImageMagick

 * Bundler (see note below about [developer Ruby setup](#rbenv))
 * Javascript Runtime
 
 * Bundler (see note below about [developer Ruby setup](#rbenv))
 * Javascript Runtime
 

-These can be installed on Ubuntu 18.04 or later with:
+These can be installed on Ubuntu 20.04 or later with:

 
 ```
 sudo apt-get update
 
 ```
 sudo apt-get update

-sudo apt-get install ruby2.5 libruby2.5 ruby2.5-dev bundler \
-                     libmagickwand-dev libxml2-dev libxslt1-dev nodejs \
-                     apache2 apache2-dev build-essential git-core phantomjs \
-                     postgresql postgresql-contrib libpq-dev postgresql-server-dev-all \
-                     libsasl2-dev imagemagick libffi-dev libgd-dev libarchive-dev libbz2-dev
-sudo gem2.5 install bundler
+sudo apt-get install ruby2.7 libruby2.7 ruby2.7-dev \
+                     libvips-dev libxml2-dev libxslt1-dev nodejs \
+                     apache2 apache2-dev build-essential git-core firefox-geckodriver \
+                     postgresql postgresql-contrib libpq-dev libsasl2-dev \
+                     libffi-dev libgd-dev libarchive-dev libbz2-dev yarnpkg
+sudo gem2.7 install bundler

 ```
 
 ### Alternative platforms
 ```
 
 ### Alternative platforms


@@ -44,11 +47,11 @@ For Fedora, you can install the minimum requirements with:
 
 ```
 sudo dnf install ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems \
 
 ```
 sudo dnf install ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems \

-                 libxml2-devel js \
+                 libxml2-devel nodejs \

                  gcc gcc-c++ git \
                  gcc gcc-c++ git \

-                 postgresql postgresql-server postgresql-contrib postgresql-devel \
-                 perl-podlators ImageMagick libffi-devel gd-devel libarchive-devel \
-                 bzip2-devel nodejs-yarn
+                 postgresql postgresql-server postgresql-contrib libpq-devel \
+                 perl-podlators libffi-devel gd-devel libarchive-devel \
+                 bzip2-devel nodejs-yarn vips-devel

 ```
 
 If you didn't already have PostgreSQL installed then create a PostgreSQL instance and start the server:
 ```
 
 If you didn't already have PostgreSQL installed then create a PostgreSQL instance and start the server:


@@ -86,17 +89,7 @@ Installing other dependencies:
 
 * Install Homebrew from https://brew.sh/
 * Install the latest version of Ruby: `brew install ruby`
 
 * Install Homebrew from https://brew.sh/
 * Install the latest version of Ruby: `brew install ruby`

-* Install ImageMagick: `brew install imagemagick`
-* Install libxml2: `brew install libxml2`
-* Install libgd: `brew install gd`
-* Install Yarn: `brew install yarn`
-* Install pngcrush: `brew install pngcrush`
-* Install optipng: `brew install optipng`
-* Install pngquant: `brew install pngquant`
-* Install jhead: `brew install jhead`
-* Install jpegoptim: `brew install jpegoptim`
-* Install gifsicle: `brew install gifsicle`
-* Install svgo: `brew install svgo`
+* Install other dependencies: `brew install libxml2 gd yarn pngcrush optipng pngquant jhead jpegoptim gifsicle svgo advancecomp vips`

 * 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))
 
 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>.
 * 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))
 
 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>.


@@ -105,11 +98,10 @@ You will need to tell `bundler` that `libxml2` is installed in a Homebrew locati
 bundle config build.libxml-ruby --with-xml2-config=/usr/local/opt/libxml2/bin/xml2-config
 ```
 
 bundle config build.libxml-ruby --with-xml2-config=/usr/local/opt/libxml2/bin/xml2-config
 ```
 

-If you want to run the tests, you need `phantomjs` as well:
+If you want to run the tests, you need `geckodriver` as well:

 
 ```
 
 ```

-brew tap homebrew/cask
-brew cask install phantomjs
+brew install geckodriver

 ```
 
 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.
 ```
 
 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.


@@ -145,7 +137,7 @@ bundle install
 We use [Yarn](https://yarnpkg.com/) to manage the Node.js modules required for the project.
 
 ```
 We use [Yarn](https://yarnpkg.com/) to manage the Node.js modules required for the project.
 
 ```

-bundle exec rake yarn:install
+bundle exec rails yarn:install

 ```
 
 ## Prepare local settings file
 ```
 
 ## Prepare local settings file


@@ -158,7 +150,7 @@ touch config/settings.local.yml
 
 ## Storage setup
 
 
 ## Storage setup
 

-The Rails port needs to be configured with an object storage facility - for
+`openstreetmap-website` needs to be configured with an object storage facility - for

 development and testing purposes you can use the example configuration:
 
 ```
 development and testing purposes you can use the example configuration:
 
 ```


@@ -167,7 +159,7 @@ cp config/example.storage.yml config/storage.yml
 
 ## Database setup
 
 
 ## Database setup
 

-The Rails Port uses three databases -  one for development, one for testing, and one for production. The database-specific configuration
+`openstreetmap-website` uses three databases -  one for development, one for testing, and one for production. The database-specific configuration

 options are stored in `config/database.yml`, which we need to create from the example template.
 
 ```
 options are stored in `config/database.yml`, which we need to create from the example template.
 
 ```


@@ -193,33 +185,7 @@ exit
 To create the three databases - for development, testing and production - run:
 
 ```
 To create the three databases - for development, testing and production - run:
 
 ```

-bundle exec rake db:create
-```
-
-### PostgreSQL Btree-gist Extension
-
-We need to load the `btree-gist` extension, which is needed for showing changesets on the history tab.
-
-```
-psql -d openstreetmap -c "CREATE EXTENSION btree_gist"
-```
-
-### PostgreSQL Functions
-
-We need to install special functions into the PostgreSQL databases, and these are provided by a library that needs compiling first.
-
-```
-cd db/functions
-make libpgosm.so
-cd ../..
-```
-
-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.
-
-```
-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"
-psql -d openstreetmap -c "CREATE FUNCTION tile_for_point(int4, int4) RETURNS int8 AS '`pwd`/db/functions/libpgosm', 'tile_for_point' LANGUAGE C STRICT"
-psql -d openstreetmap -c "CREATE FUNCTION xid_to_int4(xid) RETURNS int4 AS '`pwd`/db/functions/libpgosm', 'xid_to_int4' LANGUAGE C STRICT"
+bundle exec rails db:create

 ```
 
 ### Database structure
 ```
 
 ### Database structure


@@ -227,7 +193,7 @@ psql -d openstreetmap -c "CREATE FUNCTION xid_to_int4(xid) RETURNS int4 AS '`pwd
 To create all the tables, indexes and constraints, run:
 
 ```
 To create all the tables, indexes and constraints, run:
 
 ```

-bundle exec rake db:migrate
+bundle exec rails db:migrate

 ```
 
 ## Running the tests
 ```
 
 ## Running the tests


@@ -235,7 +201,7 @@ bundle exec rake db:migrate
 To ensure that everything is set up properly, you should now run:
 
 ```
 To ensure that everything is set up properly, you should now run:
 
 ```

-bundle exec rake test:db
+bundle exec rails test:all

 ```
 
 This test will take a few minutes, reporting tests run, assertions, and any errors. If you receive no errors, then your installation is successful.
 ```
 
 This test will take a few minutes, reporting tests run, assertions, and any errors. If you receive no errors, then your installation is successful.


@@ -258,13 +224,13 @@ Note that the OSM map tiles you see aren't created from your local database - th
 
 After installing this software, you may need to carry out some [configuration steps](CONFIGURE.md), depending on your tasks.
 
 
 After installing this software, you may need to carry out some [configuration steps](CONFIGURE.md), depending on your tasks.
 

-# Ruby development install and versions<a name="rbenv"></a>
+# Ruby development install and versions<a name="rbenv"></a> (optional)

 
 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.
 
 If you choose to install Ruby and Bundler via `rbenv`, then you do not need to install the system libraries for Ruby:
 
 
 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.
 
 If you choose to install Ruby and Bundler via `rbenv`, then you do not need to install the system libraries for Ruby:
 

-* For Ubuntu, you do not need to install the following packages: `ruby2.5 libruby2.5 ruby2.5-dev bundler`,
+* For Ubuntu, you do not need to install the following packages: `ruby2.7 libruby2.7 ruby2.7-dev bundler`,

 * For Fedora, you do not need to install the following packages: `ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems`
 * 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`!
 
 * For Fedora, you do not need to install the following packages: `ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems`
 * 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`!
 


@@ -280,4 +246,4 @@ Where `$VERSION` is the version you installed. Then install bundler:
 gem install bundler
 ```
 
 gem install bundler
 ```
 

-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.
+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.