Refactor trace guidance to avoid raw html in translations

[rails.git] / CONFIGURE.md

diff --git a/CONFIGURE.md b/CONFIGURE.md
index 36c5586d852216ae5058a6cf5204c0958f25f431..3bf0724fc3f95b4b3831c0c50592c6226b67883e 100644 (file)
--- a/CONFIGURE.md
+++ b/CONFIGURE.md
@@ -2,11 +2,15 @@
 
 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 `openstreetmap-website` 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](http://wiki.openstreetmap.org/wiki/Osmosis) and the [``--write-apidb``](http://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.

 
 ```
 osmosis --read-pbf greater-london-latest.osm.pbf \
 
 ```
 osmosis --read-pbf greater-london-latest.osm.pbf \


@@ -14,7 +18,7 @@ osmosis --read-pbf greater-london-latest.osm.pbf \
   user="openstreetmap" password="" validateSchemaVersion="no"
 ```
 
   user="openstreetmap" password="" validateSchemaVersion="no"
 ```
 

-Loading an apidb database with Osmosis is about **twenty** times slower than loading the equivalent data with osm2pgsql into a rendering database. [``--log-progress``](http://wiki.openstreetmap.org/wiki/Osmosis/Detailed_Usage#--log-progress_.28--lp.29) may be desirable for status updates.
+Loading an apidb database with Osmosis is about **twenty** times slower than loading the equivalent data with osm2pgsql into a rendering database. [``--log-progress``](https://wiki.openstreetmap.org/wiki/Osmosis/Detailed_Usage#--log-progress_.28--lp.29) may be desirable for status updates.

 
 To be able to edit the data you have loaded, you will need to use this [yet-to-be-written script](https://github.com/openstreetmap/openstreetmap-website/issues/282).
 
 
 To be able to edit the data you have loaded, you will need to use this [yet-to-be-written script](https://github.com/openstreetmap/openstreetmap-website/issues/282).
 


@@ -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)
 => #[ ... ]


@@ -52,39 +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
+
+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
 


@@ -94,23 +116,23 @@ Rails has its own log.  To inspect the log, do this:
 tail -f log/development.log
 ```
 
 tail -f log/development.log
 ```
 

-If you have more problems, please ask on the [rails-dev@openstreetmap.org mailing list](http://lists.openstreetmap.org/listinfo/rails-dev) or on the [#osm-dev IRC Channel](http://wiki.openstreetmap.org/wiki/IRC)
+If you have more problems, please ask on the [rails-dev@openstreetmap.org mailing list](https://lists.openstreetmap.org/listinfo/rails-dev) or on the [#osm-dev IRC Channel](https://wiki.openstreetmap.org/wiki/IRC)

 
 ## Maintaining your installation
 
 If your installation stops working for some reason:
 
 
 ## Maintaining your installation
 
 If your installation stops working for some reason:
 

-* Sometimes gem dependencies change. To update go to your rails_port directory and run ''bundle install'' as root.
+* Sometimes gem dependencies change. To update go to your `openstreetmap-website` directory and run ''bundle install'' as root.

 
 

-* The OSM database schema is changed periodically and you need to keep up with these improvements. Go to your rails_port directory and run:
+* The OSM database schema is changed periodically and you need to keep up with these improvements. Go to your `openstreetmap-website` directory and run:

 
 ```
 
 ```

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

 ```
 
 ## Testing on the osm dev server
 
 ```
 
 ## Testing on the osm dev server
 

-For example, after developing a patch for the rails_port, you might want to demonstrate it to others or ask for comments and testing. To do this one can [set up an instance of the rails_port on the dev server in ones user directory](http://wiki.openstreetmap.org/wiki/Using_the_dev_server#Rails_Applications).
+For example, after developing a patch for `openstreetmap-website`, you might want to demonstrate it to others or ask for comments and testing. To do this you can [set up an instance of openstreetmap-website on the dev server in your user directory](https://wiki.openstreetmap.org/wiki/Using_the_dev_server#Rails_Applications).

 
 # Contributing
 
 
 # Contributing
 


@@ -118,12 +140,10 @@ For information on contributing changes to the codes, see [CONTRIBUTING.md](CONT
 
 # Production Deployment
 
 
 # Production Deployment
 

-If you want to deploy The Rails Port for production use, you'll need to make a few changes.
+If you want to deploy `openstreetmap-website` for production use, you'll need to make a few changes.

 
 

-* It's not recommended to use `rails server` in production. Our recommended approach is to use [Phusion Passenger](https://www.phusionpassenger.com/).
+* It's not recommended to use `rails server` in production. Our recommended approach is to use [Phusion Passenger](https://www.phusionpassenger.com/). Instructions are available for [setting it up with most web servers](https://www.phusionpassenger.com/documentation_and_support#documentation).

 * Passenger will, by design, use the Production environment and therefore the production database - make sure it contains the appropriate data and user accounts.
 * 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 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](http://git.openstreetmap.org/gpx-import.git/).
-* Make sure you precompile the production assets: `RAILS_ENV=production rake assets:precompile`
+* Make sure you generate the i18n files and precompile the production assets: `RAILS_ENV=production rails 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 the web server user as well as the rails user can read, write and create directories in `tmp/`.