dataservices-api/README.md

303 lines
10 KiB
Markdown

# 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
```
**CLOUD DEPLOY NOTE**: we were not installing automatically `requirements.txt`, so we fixed it in https://github.com/CartoDB/cartodb-platform/pull/6187 . Please, be aware that in some corner cases scenarios, rolling back to a previous version might require to manually force-install some dependency versions that were upgraded previously in this step.
- 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
```
### 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": "<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"}}'
);
```
Use HERE apikeys
```sql
SELECT CDB_Conf_SetConf(
'heremaps_conf',
'{"geocoder": {"app_id": "here_geocoder_app_id", "app_code": "here_geocoder_app_code", "apikey": "here_geocoder_apikey", "use_apikey": true, "geocoder_cost_per_hit": "1"}, "isolines" : {"app_id": "here_isolines_app_id", "app_code": "here_geocoder_app_code", "apikey": "here_geocoder_apikey", "use_apikey": true}}'
);
```
#### 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}}'
);
```
#### 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}}'
);
```
#### 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": "<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)
### Rate limits
See [docs](https://github.com/CartoDB/dataservices-api/blob/master/doc/rate_limits.md)