README restructuring
Add some headings for better readability
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README.md
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README.md
@ -23,15 +23,15 @@ Steps to deploy a new Data Services API version :
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### Local install instructions
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- install data services geocoder extension
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- install data services geocoder extension
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```
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git clone https://github.com/CartoDB/data-services.git
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cd data-services/geocoder/extension
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sudo make install
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```
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- install observatory extension
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- install observatory extension
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```
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git clone https://github.com/CartoDB/observatory-extension.git
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@ -40,7 +40,7 @@ Steps to deploy a new Data Services API version :
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```
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- install server and client extensions
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```
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# in data-services repo root path:
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cd client && sudo make install
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@ -51,7 +51,7 @@ Steps to deploy a new Data Services API version :
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```
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# in data-services repo root path:
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cd server/lib/python/cartodb_services && sudo pip install . --upgrade
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cd server/lib/python/cartodb_services && sudo pip install . --upgrade
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```
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- install extensions in user database
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@ -64,104 +64,184 @@ Steps to deploy a new Data Services API version :
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create extension cdb_dataservices_client;
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```
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- add configuration for different services in server database
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### Server configuration
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```
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# If sentinel is used:
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SELECT CDB_Conf_SetConf('redis_metadata_config', '{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}');
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SELECT CDB_Conf_SetConf('redis_metrics_config', '{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}');
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# If sentinel is not used
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SELECT CDB_Conf_SetConf('redis_metadata_config', '{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}');
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SELECT CDB_Conf_SetConf('redis_metrics_config', '{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}');
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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"}}');
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SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}')
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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}}');
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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"]}');
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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"}}');
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Configuration for the different services must be stored in the server database using `CDB_Conf_SetConf()`.
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# Environment to decide: rollbar message, which servers for third party use, etc. If not setted uses production by default (current behavior)
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SELECT CDB_Conf_SetConf('server_conf', '{"environment": "[development|staging|production]"}')
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```
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#### Redis configuration
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- External services (Mapzen, Here) can have optional configuration, which is only needed for using non-standard services, such
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as on-premise installations. We can add the service parameters to an existing configuration like this:
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If sentinel is used:
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```
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# Here geocoder
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SELECT CDB_Conf_SetConf(
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```sql
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SELECT CDB_Conf_SetConf(
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'redis_metadata_config',
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'{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}'
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);
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SELECT CDB_Conf_SetConf(
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'redis_metrics_config',
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'{"sentinel_host": "localhost", "sentinel_port": 26379, "sentinel_master_id": "mymaster", "timeout": 0.1, "redis_db": 5}'
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);
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```
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If sentinel is not used:
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```sql
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SELECT CDB_Conf_SetConf(
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'redis_metadata_config',
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'{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}'
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);
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SELECT CDB_Conf_SetConf(
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'redis_metrics_config',
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'{"redis_host": "localhost", "redis_port": 6379, "sentinel_master_id": "", "timeout": 0.1, "redis_db": 5}'
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);
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```
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#### Users/Organizations
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```sql
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SELECT CDB_Conf_SetConf(
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'user_config',
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'{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}'
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);
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```
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#### HERE configuration
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```sql
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SELECT CDB_Conf_SetConf(
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'heremaps_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
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'{geocoder, service}',
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'{"json_url":"https://geocoder.api.here.com/6.2/geocode.json","gen":9,"read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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'{"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"}}'
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);
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```
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# Here isolines
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SELECT CDB_Conf_SetConf(
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'heremaps_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
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'{isolines, service}',
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'{"base_url":"https://isoline.route.api.here.com","isoline_path":"/routing/7.2/calculateisoline.json","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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#### Mapzen configuration
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# Mapzen geocoder
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SELECT CDB_Conf_SetConf(
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```sql
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{geocoder, service}',
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'{"base_url":"https://search.mapzen.com/v1/search","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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'{"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}}'
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);
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```
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# Mapzen isochrones
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{isochrones, service}',
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'{"base_url":"https://matrix.mapzen.com/isochrone","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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#### Data Observatory
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# Mapzen isolines (matrix service)
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{matrix, service}',
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'{"base_url":"https://matrix.mapzen.com/one_to_many","read_timeout":60,"connect_timeout":10}'
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)::json
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);
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```sql
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SELECT CDB_Conf_SetConf(
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'data_observatory_conf',
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'{"connection": {"whitelist": [], "production": "host=localhost port=5432 dbname=dataservices_db user=geocoder_api", "staging": "host=localhost port=5432 dbname=dataservices_db user=geocoder_api"}}'
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);
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```
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# Mapzen routing
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{routing, service}',
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'{"base_url":"https://valhalla.mapzen.com/route","read_timeout":60,"connect_timeout":10}'
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)::json
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);
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```
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#### Logger
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- configure the user DB:
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```sql
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SELECT CDB_Conf_SetConf(
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'logger_conf',
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'{"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"]}'
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);
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```
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```sql
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-- Point to the dataservices server DB (you can use a specific database for the server or your same user's):
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SELECT CDB_Conf_SetConf('geocoder_server_config', '{ "connection_str": "host=localhost port=5432 dbname=<SERVER_DB_NAME> user=postgres"}');
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#### Environment
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SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}');
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```
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The execution environment (development/staging/production) affects rollbar messages and other details.
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The production environment is used by default.
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- configure the search path in order to be able to execute the functions without using the schema:
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```sql
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SELECT CDB_Conf_SetConf(
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'server_conf',
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'{"environment": "[development|staging|production]"}'
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);
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```
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### Server optional configuration
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```
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ALTER ROLE "<USER_ROLE>" SET search_path="$user", public, cartodb, cdb_dataservices_client;
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```
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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:
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```
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# Here geocoder
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SELECT CDB_Conf_SetConf(
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'heremaps_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
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'{geocoder, service}',
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'{"json_url":"https://geocoder.api.here.com/6.2/geocode.json","gen":9,"read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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# Here isolines
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SELECT CDB_Conf_SetConf(
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'heremaps_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('heremaps_conf')),
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'{isolines, service}',
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'{"base_url":"https://isoline.route.api.here.com","isoline_path":"/routing/7.2/calculateisoline.json","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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# Mapzen geocoder
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{geocoder, service}',
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'{"base_url":"https://search.mapzen.com/v1/search","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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# Mapzen isochrones
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{isochrones, service}',
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'{"base_url":"https://matrix.mapzen.com/isochrone","read_timeout":60,"connect_timeout":10,"max_retries":1}'
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)::json
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);
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# Mapzen isolines (matrix service)
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{matrix, service}',
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'{"base_url":"https://matrix.mapzen.com/one_to_many","read_timeout":60,"connect_timeout":10}'
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)::json
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);
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# Mapzen routing
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SELECT CDB_Conf_SetConf(
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'mapzen_conf',
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jsonb_set(
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to_jsonb(CDB_Conf_GetConf('mapzen_conf')),
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'{routing, service}',
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'{"base_url":"https://valhalla.mapzen.com/route","read_timeout":60,"connect_timeout":10}'
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)::json
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);
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```
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### User database configuration
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User (client) databases need also some configuration so that the client extension can access the server:
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#### Users/Organizations
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```sql
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SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}');
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```
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#### Dataservices server
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The `geocoder_server_config` (the name is not accurate for historical reasons) entry points
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to the dataservices server DB (you can use a specific database for the server or your same user's):
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```sql
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SELECT CDB_Conf_SetConf(
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'geocoder_server_config',
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'{ "connection_str": "host=localhost port=5432 dbname=<SERVER_DB_NAME> user=postgres"}'
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);
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```
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#### Search path
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The search path must be configured in order to be able to execute the functions without using the schema:
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```sql
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ALTER ROLE "<USER_ROLE>" SET search_path="$user", public, cartodb, cdb_dataservices_client;
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```
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