X-Git-Url: https://git.openstreetmap.org/rails.git/blobdiff_plain/549acfa918c04fa20b3386fece25ce69b3565519..aa9ce8b6dbdbe20794d111a6ba6e65b52e079d7e:/INSTALL.md

diff --git a/INSTALL.md b/INSTALL.md
index 768cbd540..c8811fc3f 100644
--- a/INSTALL.md
+++ b/INSTALL.md
@@ -3,9 +3,13 @@
 These instructions are designed for setting up The Rails Port for development and testing.
 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 12.04 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
 
 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).
@@ -18,22 +22,22 @@ of packages required before you can get the various gems installed.
 
 ## Minimum requirements
 
-* Ruby 2.3
-* RubyGems 1.3.1+
+* Ruby 2.7+
 * PostgreSQL 9.1+
 * ImageMagick
-* Bundler
+* Bundler (see note below about [developer Ruby setup](#rbenv))
 * Javascript Runtime
 
-These can be installed on Ubuntu 16.04 or later with:
+These can be installed on Ubuntu 20.04 or later with:
 
 ```
-sudo apt-get install ruby2.3 libruby2.3 ruby2.3-dev \
+sudo apt-get update
+sudo apt-get install ruby2.7 libruby2.7 ruby2.7-dev \
                      libmagickwand-dev libxml2-dev libxslt1-dev nodejs \
-                     apache2 apache2-dev build-essential git-core \
-                     postgresql postgresql-contrib libpq-dev postgresql-server-dev-all \
-                     libsasl2-dev imagemagick libffi-dev
-sudo gem2.3 install bundler
+                     apache2 apache2-dev build-essential git-core firefox-geckodriver \
+                     postgresql postgresql-contrib libpq-dev libsasl2-dev \
+                     imagemagick libffi-dev libgd-dev libarchive-dev libbz2-dev yarnpkg
+sudo gem2.7 install bundler
 ```
 
 ### Alternative platforms
@@ -43,11 +47,12 @@ sudo gem2.3 install bundler
 For Fedora, you can install the minimum requirements with:
 
 ```
-sudo yum install ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems \
+sudo dnf install ruby ruby-devel rubygem-rdoc rubygem-bundler rubygems \
                  libxml2-devel js \
                  gcc gcc-c++ git \
-                 postgresql postgresql-server postgresql-contrib postgresql-devel \
-                 perl-podlators ImageMagick libffi-devel
+                 postgresql postgresql-server postgresql-contrib \
+                 perl-podlators ImageMagick libffi-devel gd-devel libarchive-devel \
+                 bzip2-devel nodejs-yarn
 ```
 
 If you didn't already have PostgreSQL installed then create a PostgreSQL instance and start the server:
@@ -70,6 +75,7 @@ For MacOSX, you will need XCode installed from the Mac App Store; OS X 10.7 (Lio
 Installing PostgreSQL:
 
 * Install Postgres.app from https://postgresapp.com/
+* Make sure that you've initialized and started Postgresql from the app (there should be a little elephant icon in your systray).
 * Add PostgreSQL to your path, by editing your profile:
 
 `nano ~/.profile`
@@ -78,14 +84,27 @@ and adding:
 
 `export PATH=/Applications/Postgres.app/Contents/MacOS/bin:$PATH`
 
+After this, you may need to start a new shell window, or source the profile again by running `. ~/.profile`.
+
 Installing other dependencies:
 
 * 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 --with-xml2-config`
-* If you want to run the tests, you need `phantomjs` as well: `brew install phantomjs`
-* Install Bundler: `gem install bundler`
+* Install other dependencies: `brew install imagemagick libxml2 gd yarn pngcrush optipng pngquant jhead jpegoptim gifsicle svgo`
+* 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>.
+
+```
+bundle config build.libxml-ruby --with-xml2-config=/usr/local/opt/libxml2/bin/xml2-config
+```
+
+If you want to run the tests, you need `geckodriver` as well:
+
+```
+brew tap homebrew/cask
+brew cask 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.
 
@@ -115,15 +134,30 @@ cd openstreetmap-website
 bundle install
 ```
 
-## Application setup
+## Node.js modules
 
-We need to create the `config/application.yml` file from the example template. This contains various configuration options.
+We use [Yarn](https://yarnpkg.com/) to manage the Node.js modules required for the project.
 
 ```
-cp config/example.application.yml config/application.yml
+bundle exec rake yarn:install
 ```
 
-You can customize your installation of The Rails Port by changing the values in `config/application.yml`
+## Prepare local settings file
+
+This is a workaround. [See issues/2185 for details](https://github.com/openstreetmap/openstreetmap-website/issues/2185#issuecomment-508676026).
+
+```
+touch config/settings.local.yml
+```
+
+## Storage setup
+
+The Rails port needs to be configured with an object storage facility - for
+development and testing purposes you can use the example configuration:
+
+```
+cp config/example.storage.yml config/storage.yml
+```
 
 ## Database setup
 
@@ -166,20 +200,10 @@ 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.
+We need to install some special functions into the PostgreSQL database:
 
 ```
-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"
+psql -d openstreetmap -f db/functions/functions.sql
 ```
 
 ### Database structure
@@ -210,10 +234,73 @@ Rails comes with a built-in webserver, so that you can test on your own machine
 bundle exec rails server
 ```
 
-You can now view the site in your favourite web-browser at `http://localhost:3000/`
+You can now view the site in your favourite web-browser at [http://localhost:3000/](http://localhost:3000/)
 
 Note that the OSM map tiles you see aren't created from your local database - they are just the standard map tiles.
 
 # Configuration
 
 After installing this software, you may need to carry out some [configuration steps](CONFIGURE.md), depending on your tasks.
+
+# Installing compiled shared library database functions (optional)
+
+There are special database functions required by a (little-used) API call, the migrations and diff replication. The former two are provided as *either* pure SQL functions or a compiled shared library. The SQL versions are installed as part of the recommended install procedure above and the shared library versions are recommended only if you are running a production server and need the diff replication functionality.
+
+If you aren't sure which you need, stick with the SQL versions.
+
+Before installing the functions, it's necessary to install the PostgreSQL server development packages. On Ubuntu this means:
+
+```
+sudo apt-get install postgresql-server-dev-all
+```
+
+On Fedora:
+
+```
+sudo dnf install postgresql-devel
+```
+
+The library then needs compiling.
+
+```
+cd db/functions
+make libpgosm.so
+cd ../..
+```
+
+If you previously installed the SQL versions of these functions, we'll need to delete those before adding the new ones:
+
+```
+psql -d openstreetmap -c "DROP FUNCTION IF EXISTS tile_for_point"
+```
+
+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 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"
+```
+
+# 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 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`!
+
+After installing a version of Ruby with `rbenv` (the latest stable version is a good place to start), you will need to make that the default. From inside the `openstreetmap-website` directory, run:
+
+```
+rbenv local $VERSION
+```
+
+Where `$VERSION` is the version you installed. Then 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.