Merge remote-tracking branch 'upstream/pull/3723'

[rails.git] / CONFIGURE.md

diff --git a/CONFIGURE.md b/CONFIGURE.md
index c6444ffa9efe773c5edda6b735148f4d502b6c81..fdaea0e8342b9706f78b36586b8f7fa46decc9fc 100644 (file)
--- a/CONFIGURE.md
+++ b/CONFIGURE.md
@@ -2,9 +2,13 @@
 
 After [installing](INSTALL.md) this software, you may need to carry out some of these configuration steps, depending on your tasks.
 
 
 After [installing](INSTALL.md) this software, you may need to carry out some of these configuration steps, depending on your tasks.
 

+## Application configuration
+
+Many settings are available in `config/settings.yml`. You can customize your installation of The Rails Port by overriding these values using `config/settings.local.yml`
+

 ## Populating the database
 
 ## Populating the database
 

-Your installation comes with no geographic data loaded. You can either create new data using one of the editors (Potlatch 2, iD, JOSM etc) or by loading an OSM extract.
+Your installation comes with no geographic data loaded. You can either create new data using one of the editors (iD, JOSM etc) or by loading an OSM extract.

 
 After installing but before creating any users or data, import an extract with [Osmosis](https://wiki.openstreetmap.org/wiki/Osmosis) and the [``--write-apidb``](https://wiki.openstreetmap.org/wiki/Osmosis/Detailed_Usage#--write-apidb_.28--wd.29) task.
 
 
 After installing but before creating any users or data, import an extract with [Osmosis](https://wiki.openstreetmap.org/wiki/Osmosis) and the [``--write-apidb``](https://wiki.openstreetmap.org/wiki/Osmosis/Detailed_Usage#--write-apidb_.28--wd.29) task.
 


@@ -24,11 +28,9 @@ If you create a user by signing up to your local website, you need to confirm th
 
 ```
 $ bundle exec rails console
 
 ```
 $ bundle exec rails console

->> user = User.find_by_display_name("My New User Name")
+>> user = User.find_by(:display_name => "My New User Name")

 => #[ ... ]
 => #[ ... ]

->> user.status = "active"
-=> "active"
->> user.save!
+>> user.activate!

 => true
 >> quit
 ```
 => true
 >> quit
 ```


@@ -39,7 +41,7 @@ To give administrator or moderator permissions:
 
 ```
 $ bundle exec rails console
 
 ```
 $ bundle exec rails console

->> user = User.find_by_display_name("My New User Name")
+>> user = User.find_by(:display_name => "My New User Name")

 => #[ ... ]
 >> user.roles.create(:role => "administrator", :granter_id => user.id)
 => #[ ... ]
 => #[ ... ]
 >> user.roles.create(:role => "administrator", :granter_id => user.id)
 => #[ ... ]


@@ -52,41 +54,59 @@ $ bundle exec rails console
 
 ## OAuth Consumer Keys
 
 
 ## OAuth Consumer Keys
 

-Three of the built-in applications communicate via the API, and therefore need OAuth consumer keys configured. These are:
+There are two built-in applications which communicate via the API, and therefore need to be registered as OAuth 2 applications. These are:

 
 

-* Potlatch 2

 * iD
 * The website itself (for the Notes functionality)
 
 * iD
 * The website itself (for the Notes functionality)
 

-For example, to use the Potlatch 2 editor you need to register it as an OAuth application.
-
-Do the following:
-* Log into your Rails Port instance - e.g. http://localhost:3000
-* Click on your user name to go to your user page
-* Click on "my settings" on the user page
-* Click on "oauth settings" on the My settings page
-* Click on 'Register your application'.
-* Unless you have set up alternatives, use Name: "Local Potlatch" and URL: "http://localhost:3000"
-* Check the 'modify the map' box.
-* Everything else can be left with the default blank values.
-* Click the "Register" button
-* On the next page, copy the "consumer key"
-* Edit config/application.yml in your rails tree
-* Uncomment and change the "potlatch2_key" configuration value
+For iD, do the following:
+
+* Go to "[OAuth 2 applications](http://localhost:3000/oauth2/applications)" on the My settings page.
+* Click on "Register new application".
+* Unless you have set up alternatives, use Name: "Local iD" and Main Application URL: "http://localhost:3000"
+* Check boxes for the following Permissions
+  * 'Read user preferences'
+  * 'Modify user preferences'
+  * 'Modify the map'
+  * 'Read private GPS traces'
+  * 'Upload GPS traces'
+  * 'Modify notes'
+* On the next page, copy the "Client ID"
+* Edit config/settings.local.yml in your rails tree
+* Add the "id_application" configuration with the "Client ID" as the value

 * Restart your rails server
 
 * Restart your rails server
 

-An example excerpt from application.yml:
+An example excerpt from settings.local.yml:

 
 ```
 # Default editor
 
 ```
 # Default editor

-default_editor: "potlatch2"
-# OAuth consumer key for Potlatch 2
-potlatch2_key: "8lFmZPsagHV4l3rkAHq0hWY5vV3Ctl3oEFY1aXth"
+default_editor: "id"
+# OAuth 2 Client ID for iD
+id_application: "Snv…OA0"

 ```
 
 ```
 

-Follow the same process for registering and configuring iD (`id_key`) and the website/Notes (`oauth_key`), or to save time, simply reuse the same consumer key for each.
+To allow [Notes](https://wiki.openstreetmap.org/wiki/Notes) and changeset discussions to work, follow a similar process, this time registering an OAuth 2 application for the web site:
+
+* Go to "[OAuth 2 applications](http://localhost:3000/oauth2/applications)" on the My settings page.
+* Click on "Register new application".
+* Use Name: "OpenStreetMap Web Site" and Redirect URIs: "http://localhost:3000"
+* Check boxes for the following Permissions
+  * 'Modify the map'
+  * 'Modify notes'
+* On the next page, copy the "Client Secret" and "Client ID"
+* Edit config/settings.local.yml in your rails tree
+* Add the "oauth_application" configuration with the "Client ID" as the value
+* Add the "oauth_key" configuration with the "Client Secret" as the value
+* Restart your rails server

 
 

-**NOTE:** If you forget to set up OAuth, then you will get an error message similar to `uninitialized constant ActionView::CompiledTemplates::ID_KEY`.
+An example excerpt from settings.local.yml:
+
+```
+# OAuth 2 Client ID for the web site
+oauth_application: "SGm8QJ6tmoPXEaUPIZzLUmm1iujltYZVWCp9hvGsqXg"
+# OAuth 2 Client Secret for the web site
+oauth_key: "eRHPm4GtEnw9ovB1Iw7EcCLGtUb66bXbAAspv3aJxlI"
+```

 
 ## Troubleshooting
 
 
 ## Troubleshooting
 


@@ -126,6 +146,6 @@ If you want to deploy The Rails Port for production use, you'll need to make a f
 * Passenger will, by design, use the Production environment and therefore the production database - make sure it contains the appropriate data and user accounts.
 * Your production database will also need the extensions and functions installed - see [INSTALL.md](INSTALL.md)
 * The included version of the map call is quite slow and eats a lot of memory. You should consider using [CGIMap](https://github.com/zerebubuth/openstreetmap-cgimap) instead.
 * Passenger will, by design, use the Production environment and therefore the production database - make sure it contains the appropriate data and user accounts.
 * Your production database will also need the extensions and functions installed - see [INSTALL.md](INSTALL.md)
 * The included version of the map call is quite slow and eats a lot of memory. You should consider using [CGIMap](https://github.com/zerebubuth/openstreetmap-cgimap) instead.

-* The included version of the GPX importer is slow and/or completely inoperable. You should consider using [the high-speed GPX importer](https://git.openstreetmap.org/gpx-import.git/).

 * Make sure you generate the i18n files and precompile the production assets: `RAILS_ENV=production rake i18n:js:export assets:precompile`
 * Make sure the web server user as well as the rails user can read, write and create directories in `tmp/`.
 * Make sure you generate the i18n files and precompile the production assets: `RAILS_ENV=production rake i18n:js:export assets:precompile`
 * Make sure the web server user as well as the rails user can read, write and create directories in `tmp/`.

+* If you expect to serve a lot of `/changes` API calls, then you might also want to install the shared library versions of the SQL functions.