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 server and client extensions

    ```
    # in your workspace root path
    git clone https://github.com/CartoDB/dataservices-api.git
    cd dataservices-api
    cd client && sudo make install
    cd -
    cd server/extension && sudo make install
    ```

- install python library

    ```
    # in dataservices-api repo root path:
    cd server/lib/python/cartodb_services && sudo pip install -r requirements.txt && sudo pip install . --upgrade
    ```

- Create a database to hold all the server part and a user for it

  ```sql
  CREATE DATABASE dataservices_db ENCODING = 'UTF8' LC_COLLATE = 'en_US.UTF-8' LC_CTYPE = 'en_US.UTF-8';
  CREATE USER dataservices_user;
  ```

- Install needed extensions in `dataservices_db` database

    ```
    psql -U postgres -d dataservices_db -c "BEGIN;CREATE EXTENSION IF NOT EXISTS plproxy; COMMIT" -e
    psql -U postgres -d dataservices_db -c "BEGIN;CREATE EXTENSION IF NOT EXISTS cdb_dataservices_server; COMMIT" -e
    ```

- [optional] install internal geocoder
   - Make the extension available in postgres
     ```
     git clone https://github.com/CartoDB/data-services.git
     cd data-services/geocoder/extension
     sudo make install
     ```

   - Make sure you have `wget` installed because is needed for the next step.

   - Go to `geocoder` folder and execute the `geocoder_dowload_dumps` script to download the internal geocoder data.

   - Once the data is downloaded, execute this command:
     ```bash
     geocoder_restore_dump postgres dataservices_db {DOWNLOADED_DUMPS_FOLDER}/*.sql
     ```

   - Now we have to make available the extension to be installed by postgres. Follow [this](https://github.com/CartoDB/data-services/tree/master/geocoder/extension) instructions.

   - Now install the extension with:
     ```
     psql -U postgres -d dataservices_db -c "BEGIN;CREATE EXTENSION IF NOT EXISTS cdb_geocoder; COMMIT" -e
     ```

- [optional] install data observatory extension
   - Make the extension available in postgresql to be installed
     ```
     git clone https://github.com/CartoDB/observatory-extension.git
     cd observatory
     sudo make install
     ```
   - This extension needs data, dumps are not available so we're going to use the test fixtures to make it work. Execute:
     ```
     psql -U postgres -d dataservices_db -f src/pg/test/fixtures/load_fixtures.sql
     ```
   - Give permission to execute and select to the `dataservices_user` user:
     ```
     psql -U postgres -d dataservices_db -c "BEGIN;CREATE EXTENSION IF NOT EXISTS observatory VERSION 'dev'; COMMIT" -e
     psql -U postgres -d dataservices_db -c "BEGIN;GRANT SELECT ON ALL TABLES IN SCHEMA cdb_observatory TO dataservices_user; COMMIT" -e
     psql -U postgres -d dataservices_db -c "BEGIN;GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA cdb_observatory TO dataservices_user; COMMIT" -e
     psql -U postgres -d dataservices_db -c "BEGIN;GRANT SELECT ON ALL TABLES IN SCHEMA observatory TO dataservices_user; COMMIT" -e
     psql -U postgres -d dataservices_db -c "BEGIN;GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA observatory TO dataservices_user; COMMIT" -e
     ```

### Server configuration

Configuration for the different services must be stored in the server database using `CDB_Conf_SetConf()`.

#### Redis configuration

If sentinel is used:

```sql
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:

```sql
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}'
);
```

#### Users/Organizations

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

#### HERE configuration

```sql
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"}}'
);
```

#### Mapzen configuration

```sql
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}}'
);
```

#### Mapbox configuration

```sql
SELECT CDB_Conf_SetConf(
    'mapbox_conf',
    '{"routing": {"api_keys": ["your_api_key"], "monthly_quota": 999999}, "geocoder": {"api_keys": ["your_api_key"], "monthly_quota": 999999}, "matrix": {"api_keys": ["your_api_key"], "monthly_quota": 1500000}}'
);
```

#### Data Observatory

```sql
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"}}'
);
```

#### Logger

```sql
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"]}'
);
```

#### Environment

The execution environment (development/staging/production) affects rollbar messages and other details.
The production environment is used by default.

```sql
SELECT CDB_Conf_SetConf(
    'server_conf',
    '{"environment": "[development|staging|production]"}'
);
```
### Server optional configuration

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
);
```
### User database configuration

#### Option 1 (manually)

User (client) databases need also some configuration so that the client extension can access the server:
##### Users/Organizations

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

##### Dataservices server

The `geocoder_server_config` (the name is not accurate for historical reasons) entry points
to the dataservices server DB (you can use a specific database for the server or your same user's):

```sql
SELECT CDB_Conf_SetConf(
    'geocoder_server_config',
    '{ "connection_str": "host=localhost port=5432 dbname=<SERVER_DB_NAME> user=postgres"}'
);
```
##### Search path

The search path must be configured in order to be able to execute the functions without using the schema:

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

#### Option 2 (from builder)

See [the **Configuring Dataservices** documentation](http://cartodb.readthedocs.io/en/latest/operations/configure_data_services.html)