storyboard/doc/source/install/development.rst
Adam Coldrick 8cb8e142f4 Update development installation documentation
There are some inaccuracies and unnecessary instructions in the
development installation docs page. This commit clarifies and
updates them where possible to make them less likely to lead to
immediate problems.

Change-Id: I8ae9bfe4709aebf24eb86d4bcb36d66445b60ffb
2019-01-26 12:25:28 +00:00

6.8 KiB

Installing and Running for Developers

StoryBoard has two main components: the API server, and the Javascript-based web client. The API server is essential, but the webclient can be swapped out for an alternative if an alternative is available. This means it is possible to use a different user interface with the StoryBoard API; install instructions for those are detailed in their own repos (eg: boartty, a commandline interface, is available here: https://git.openstack.org/cgit/openstack/boartty/).

This install guide will cover the API and the most widely-used StoryBoard webclient, and assumes being run on Ubuntu 16.04 or newer. The instructions are mostly portable to other distributions.

Installing and Upgrading the API server

  1. To start the API server, make sure you have the following packages installed locally:

    • build-essential

    • python3-dev

    • python3-pip

    • MySQL

      sudo apt update
      sudo apt install build-essential python3-dev python3-pip
      sudo apt install mysql-server-5.7    # Here you will be asked to set a password
      mysql --version

    Note

    MySQL must be >= 5.6, to support fulltext indexes on InnoDB tables

  2. Clone the StoryBoard repository:

    git clone https://git.openstack.org/openstack-infra/storyboard
    cd storyboard
  3. Create database:

    Note

    You will need to replace the $DB_USER with root. It will prompt for a password; this is the password you set when you ran sudo apt-get mysql-server-5.7 in step 1.

    mysql -u $DB_USER -p -e 'DROP DATABASE IF EXISTS storyboard;'
    mysql -u $DB_USER -p -e 'CREATE DATABASE storyboard;'
  4. Copy the sample configuration file:

    cp ./etc/storyboard.conf.sample ./etc/storyboard.conf
  5. Edit ./etc/storyboard.conf and make the following changes:

    • in the oauth section, add your IP Address to the list of valid_oauth_clients
    • in the database section, on the line which reads # connection = mysql+pymysql://root:pass@127.0.0.1:3306/storyboard?charset=utf8mb4, replace the pass with your password (the same as used in the above steps)

    Uncomment both of these lines by removing the #.

  6. Install tox:

    sudo pip3 install tox
  7. Upgrade DB schema to the latest version:

    tox -e venv -- storyboard-db-manage --config-file ./etc/storyboard.conf upgrade head
  8. Start the API server:

    tox -e venv -- storyboard-api --config-file ./etc/storyboard.conf

Installing the Javascript-based web client

  1. To build and start the web client, you will need this dependency set installed locally:

  2. Clone the StoryBoard webclient:

    git clone https://git.openstack.org/openstack-infra/storyboard-webclient
    cd storyboard-webclient
  3. Do one of the following that applies to you.

    1. Run a local development server, which uses the localhost API.

      tox -egrunt_no_api -- serve
    2. Run a local development server, which binds to a specific IP and consumes the localhost API.

      tox -egrunt_no_api -- serve --hostname 0.0.0.0
    3. Run a local development server, which uses the production API.

      tox -egrunt_no_api -- serve:prod

Using your development StoryBoard

Once the API and the webclient development server are running, you can use your development instance of StoryBoard in a few ways.

By default, the webclient development server uses port 9000, and so can be accessed by navigating to http://localhost:9000/ in a web browser. In order to log in, the hostname or IP address being used here will need to be in the valid_oauth_clients key of ./etc/storyboard.conf for the API.

By default, the API server uses port 8080, and so the API can be accessed at http://localhost:8080/. That will produce a 404 as the API doesn't actually serve anything on the / endpoint. The API endpoints that are available are documented on the ../webapi/v1 page.

The webclient server also forwards /api to the API server, so it is also possible to use the API by sending requests to http://localhost:9000/api/.

Make user an admin - current bug

Once logged into the webclient, this user needs to be set to admin manually due to a current bug in Storyboard.

  1. Ensure that you have logged into your Storyboard instance at least once so that your user details are stored in the database.

  2. Run mysql and change your user to superadmin:

    mysql -u root -p
    use storyboard;
    update users set is_superuser=1;

Optional steps: Seed database with base data

  1. If you want to define superusers in the database, copy ./etc/superusers.yaml.sample to ./etc/superusers.yaml and define a few superuser IDs.

  2. Enable the superusers in the database:

    tox -e venv -- storyboard-db-manage --config-file ./etc/storyboard.conf load_superusers ./etc/superusers.yaml
  3. If you want to quickly set up a set of projects and project groups in the database, copy ./etc/projects.yaml.sample to ./etc/projects.yaml and define a few projects and project groups.

  4. Create the projects and projectgroups in the DB:

    tox -e venv -- storyboard-db-manage --config-file ./etc/storyboard.conf load_projects ./etc/projects.yaml

Optional steps: Set up the notifications daemon

  1. Install rabbitmq on your development machine:

    sudo apt install rabbitmq-server
  2. Create a rabbitmq user/password for StoryBoard (more information can be found in the rabbitmq manpages):

    #                         (username) (password)
    sudo rabbitmqctl add_user storyboard storyboard
    sudo rabbitmqctl set_permissions -p / storyboard ".*" ".*" ".*"
  3. Set up your storyboard.conf file for notifications using rabbitmq:

    [DEFAULT]
    enable_notifications = True
    
    [notifications]
    rabbit_host=127.0.0.1
    rabbit_login_method = AMQPLAIN
    rabbit_userid = storyboard
    rabbit_password = storyboard
    rabbit_port = 5672
    rabbit_virtual_host = /
  4. Restart your API server (if it is running):

    tox -e venv "storyboard-api --config-file ./etc/storyboard.conf"
  5. Run the worker daemon:

    tox -e venv "storyboard-worker-daemon --config-file ./etc/storyboard.conf"