# 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 '\'; - 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 geocoder_api; ``` - 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 `geocoder_api` 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 geocoder_api; COMMIT" -e psql -U postgres -d dataservices_db -c "BEGIN;GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA cdb_observatory TO geocoder_api; COMMIT" -e psql -U postgres -d dataservices_db -c "BEGIN;GRANT USAGE ON SCHEMA cdb_observatory TO geocoder_api; COMMIT" -e psql -U postgres -d dataservices_db -c "BEGIN;GRANT SELECT ON ALL TABLES IN SCHEMA observatory TO geocoder_api; COMMIT" -e psql -U postgres -d dataservices_db -c "BEGIN;GRANT EXECUTE ON ALL FUNCTIONS IN SCHEMA observatory TO geocoder_api; COMMIT" -e psql -U postgres -d dataservices_db -c "BEGIN;GRANT USAGE ON SCHEMA observatory TO geocoder_api; COMMIT" -e ``` ### Server configuration Configuration for the different services must be stored in the server database using `CDB_Conf_SetConf()`. **All the configuration inside brackets [] is optional** #### 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": ""}' ); ``` #### 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}}' ); ``` #### Mapbox true isolines configuration ```sql SELECT CDB_Conf_SetConf( 'mapbox_iso_conf', '{"isolines": {"api_keys": ["your_api_key"], "monthly_quota": 1500000}}' ); ``` #### TomTom configuration ```sql SELECT CDB_Conf_SetConf( 'tomtom_conf', '{"routing": {"api_keys": ["your_api_key"], "monthly_quota": 999999}, "geocoder": {"api_keys": ["your_api_key"], "monthly_quota": 999999}, "isolines": {"api_keys": ["your_api_key"], "monthly_quota": 1500000}}' ); ``` #### Geocod.io configuration ```sql SELECT CDB_Conf_SetConf( 'geocodio_conf', '{"geocoder": {"api_keys": ["your_api_key"], "monthly_quota": 999999}}' ); ``` #### 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": "LOG_LEVEL", "rollbar_api_key": "SERVER_SIDE_API_KEY", "log_file_path": "LOG_FILE_PATH"}' ); ``` Where `LOG_LEVEL` can be `debug`, `info`, `warning` or `error`. #### 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": ""}'); ``` ##### 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= 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 "" 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) ### Rate limits See [docs](https://github.com/CartoDB/dataservices-api/blob/master/doc/rate_limits.md)