README restructuring

Add some headings for better readability
This commit is contained in:
Javier Goizueta 2017-03-07 17:52:46 +01:00
parent 41c16d8a54
commit 5098b5e9e1

258
README.md
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@ -23,15 +23,15 @@ Steps to deploy a new Data Services API version :
### Local install instructions
- install data services geocoder extension
- 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
- install observatory extension
```
git clone https://github.com/CartoDB/observatory-extension.git
@ -40,7 +40,7 @@ Steps to deploy a new Data Services API version :
```
- install server and client extensions
```
# in data-services repo root path:
cd client && sudo make install
@ -51,7 +51,7 @@ Steps to deploy a new Data Services API version :
```
# in data-services repo root path:
cd server/lib/python/cartodb_services && sudo pip install . --upgrade
cd server/lib/python/cartodb_services && sudo pip install . --upgrade
```
- install extensions in user database
@ -64,104 +64,184 @@ Steps to deploy a new Data Services API version :
create extension cdb_dataservices_client;
```
- add configuration for different services in server database
### Server configuration
```
# 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"}}');
Configuration for the different services must be stored in the server database using `CDB_Conf_SetConf()`.
# 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]"}')
```
#### Redis 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:
If sentinel is used:
```
# Here geocoder
SELECT CDB_Conf_SetConf(
```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',
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
);
'{"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"}}'
);
```
# 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 configuration
# Mapzen geocoder
SELECT CDB_Conf_SetConf(
```sql
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
);
'{"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}}'
);
```
# 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
);
#### Data Observatory
# 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
);
```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"}}'
);
```
# 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
);
```
#### Logger
- configure the user DB:
```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"]}'
);
```
```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"}');
#### Environment
SELECT CDB_Conf_SetConf('user_config', '{"is_organization": false, "entity_name": "<YOUR_USERNAME>"}');
```
The execution environment (development/staging/production) affects rollbar messages and other details.
The production environment is used by default.
- configure the search path in order to be able to execute the functions without using the schema:
```sql
SELECT CDB_Conf_SetConf(
'server_conf',
'{"environment": "[development|staging|production]"}'
);
```
### Server optional configuration
```
ALTER ROLE "<USER_ROLE>" SET search_path="$user", public, cartodb, cdb_dataservices_client;
```
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
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;
```