dataservices-api/README.md

# CARTO Data Services API
The CARTO Data Services SQL API

### Deploy instructions
Steps to deploy a new Data Services API version :

- Deploy new version of dataservices API to all servers
- Update the server user using: ALTER EXTENSION cdb_dataservices_server UPDATE TO '\<CURRENT_VERSION\>';
- Update the python dependencies if needed: **cartodb_geocoder** and **heremaps**
- Add the needed config in the `cdb_conf` table:
  - `redis_metadata_config` and `redis_metrics_conf`
    - `{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}`
  - `heremaps_conf`
    - `{"app_id": "APP_ID", "app_code": "APP_CODE"}`
- Deploy the client to all the servers with the new version
- Deploy the editor with the new dataservices api version changed (https://github.com/CartoDB/cartodb/blob/master/app/models/user/db_service.rb#L18)
- Execute the rails task to update first the CartoDB team organizaton to test in production
  - `RAILS_ENV=production bundle exec rake cartodb:db:configure_geocoder_extension_for_organizations['team']`
- Check if all works perfectly for our team. If so, execute the rake tasks to update all the users and organizations:
  - `RAILS_ENV=production bundle exec rake cartodb:db:configure_geocoder_extension_for_organizations['', true]`
  - `RAILS_ENV=production bundle exec rake cartodb:db:configure_geocoder_extension_for_non_org_users['', true]`
- Freeze the generated SQL file for the version. Eg. cdb_dataservices_server--0.0.1.sql

### Local install instructions

- install data services geocoder extension 

    ```
    git clone https://github.com/CartoDB/data-services.git
    cd data-services/geocoder/extension
    sudo make install
    ```
    
- install observatory extension 

    ```
    git clone https://github.com/CartoDB/observatory-extension.git
    cd observatory
    sudo make install
    ```

- install server and client extensions
    
    ```
    # in data-services repo root path:
    cd client && sudo make install
    cd server/extension && sudo make install
    ```

- install python library

    ```
    # in data-services repo root path:
    cd server/lib/python/cartodb_services && sudo pip install . --upgrade 
    ```

- install extensions in user database

    ```
    create extension cdb_geocoder;
    create extension plproxy;
    create extension observatory;
    create extension cdb_dataservices_server;
    create extension cdb_dataservices_client;
    ```

- add configuration for different services in server database


    ```
    # If sentinel is used:
      SELECT CDB_Conf_SetConf('redis_metadata_config', '{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}');
      SELECT CDB_Conf_SetConf('redis_metrics_config', '{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}');
      
    # If sentinel is not used
      SELECT CDB_Conf_SetConf('redis_metadata_config', '{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}');
      SELECT CDB_Conf_SetConf('redis_metrics_config', '{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}');
  
    SELECT CDB_Conf_SetConf('heremaps_conf', '{"geocoder": {"app_id": "here_geocoder_app_id", "app_code": "here_geocoder_app_code", "geocoder_cost_per_hit": "1"}, "isolines" : {"app_id": "here_isolines_app_id", "app_code": "here_geocoder_app_code"}}');
    SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}')
    SELECT CDB_Conf_SetConf('mapzen_conf', '{"routing": {"api_key": "valhalla_app_key", "monthly_quota": 999999}, "geocoder": {"api_key": "search_app_key", "monthly_quota": 999999}, "matrix": {"api_key": "[your_matrix_key]", "monthly_quota": 1500000}}');
    SELECT CDB_Conf_SetConf('logger_conf', '{"geocoder_log_path": "/tmp/geocodings.log", [ "min_log_level": "[debug|info|warning|error]", "rollbar_api_key": "SERVER_SIDE_API_KEY", "log_file_path": "LOG_FILE_PATH"]}');
    SELECT CDB_Conf_SetConf('data_observatory_conf', '{"connection": {"whitelist": [], "production": "host=localhost port=5432 dbname=dataservices_db user=geocoder_api", "staging": "host=localhost port=5432 dbname=dataservices_db user=geocoder_api"}}');

    # Environment to decide: rollbar message, which servers for third party use, etc. If not setted uses production by default (current behavior)
    SELECT CDB_Conf_SetConf('server_conf', '{"environment": "[development|staging|production]"}')
    ```

- External services (Mapzen, Here) can have optional configuration, which is only needed for using non-standard services, such
  as on-premise installations. We can add the service parameters to an existing configuration like this:

    ```
    # Here geocoder
    SELECT CDB_Conf_SetConf(
    'heremaps_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
        '{geocoder, service}',
        '{"json_url":"https://geocoder.api.here.com/6.2/geocode.json","gen":9,"read_timeout":60,"connect_timeout":10,"max_retries":1}'
    )::json
    );

    # Here isolines
    SELECT CDB_Conf_SetConf(
    'heremaps_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
        '{isolines, service}',
        '{"base_url":"https://isoline.route.api.here.com","isoline_path":"/routing/7.2/calculateisoline.json","read_timeout":60,"connect_timeout":10,"max_retries":1}'
    )::json
    );

    # Mapzen geocoder
    SELECT CDB_Conf_SetConf(
    'mapzen_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
        '{geocoder, service}',
        '{"base_url":"https://search.mapzen.com/v1/search","read_timeout":60,"connect_timeout":10,"max_retries":1}'
    )::json
    );

    # Mapzen isochrones
    SELECT CDB_Conf_SetConf(
    'mapzen_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
        '{isochrones, service}',
        '{"base_url":"https://matrix.mapzen.com/isochrone","read_timeout":60,"connect_timeout":10,"max_retries":1}'
    )::json
    );

    # Mapzen isolines (matrix service)
    SELECT CDB_Conf_SetConf(
    'mapzen_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
        '{matrix, service}',
        '{"base_url":"https://matrix.mapzen.com/one_to_many","read_timeout":60,"connect_timeout":10}'
    )::json
    );

    # Mapzen routing
    SELECT CDB_Conf_SetConf(
    'mapzen_conf',
    jsonb_set(
        to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
        '{routing, service}',
        '{"base_url":"https://valhalla.mapzen.com/route","read_timeout":60,"connect_timeout":10}'
    )::json
    );
    ```

- configure the user DB:

    ```sql
    -- Point to the dataservices server DB (you can use a specific database for the server or your same user's):
    SELECT CDB_Conf_SetConf('geocoder_server_config', '{ "connection_str": "host=localhost port=5432 dbname=<SERVER_DB_NAME> user=postgres"}');

    SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}');
    ```

- configure the search path in order to be able to execute the functions without using the schema:

    ```
    ALTER ROLE "<USER_ROLE>" SET search_path="$user", public, cartodb, cdb_dataservices_client;
    ```