Upgrade to bootstrap 5

[rails.git] / CONFIGURE.md

diff --git a/CONFIGURE.md b/CONFIGURE.md
index 96aac9f964e43cf14ca24b118ccf54633a85a89f..fdaea0e8342b9706f78b36586b8f7fa46decc9fc 100644 (file)
--- a/CONFIGURE.md
+++ b/CONFIGURE.md
@@ -28,11 +28,9 @@ If you create a user by signing up to your local website, you need to confirm th
 
 ```
 $ 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
 ```
@@ -43,7 +41,7 @@ To give administrator or moderator permissions:
 
 ```
 $ 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)
 => #[ ... ]
@@ -56,26 +54,26 @@ $ bundle exec rails console
 
 ## 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:
 
 * iD
 * The website itself (for the Notes functionality)
 
-For example, to use the iD 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 iD" 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"
+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_key" configuration key and the consumer key as the value
+* Add the "id_application" configuration with the "Client ID" as the value
 * Restart your rails server
 
 An example excerpt from settings.local.yml:
@@ -83,11 +81,32 @@ An example excerpt from settings.local.yml:
 ```
 # Default editor
 default_editor: "id"
-# OAuth consumer key for iD
-id_key: "8lFmZPsagHV4l3rkAHq0hWY5vV3Ctl3oEFY1aXth"
+# OAuth 2 Client ID for iD
+id_application: "Snv…OA0"
 ```
 
-Follow the same process for registering and configuring 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
 
@@ -129,5 +148,4 @@ If you want to deploy The Rails Port for production use, you'll need to make a f
 * 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.
 * 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 want to use diff replication then you might want to consider installing the shared library special SQL functions for the `xid_to_int4` function. A pure SQL version is available, but may become a performance issue on large databases with a high rate of changes. Note that you will need a version of PostgreSQL < 9.6 (yes, _less than_) to use `xid` indexing, whether pure SQL or shared library.
 * 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.