ihatemoney/docs/installation.rst
JocelynDelalande e3285bef36 Enhance install process by generating config files from templates (#275)
* Add a command to generate configuration examples

Config files are generated from templates (which remplace previous example files).

- solve the issue of hard-to-explain configuration examples
- ease pkg path seeking (avoid it, actually)
- add working defaults for sqlite and unix socket paths (instead of
  /replace/me/path/example)
- move settings comments from default_settings.py to ihatemoney.cfg.j2, as it is
  the one that will be facing user.

* Use generate-config command  in install doc

Also follow the new working defaults of templates for socket and db path.

* Fix doc settings table

On the long term, plaintext tables might destroy humanity.

* Mention templates dir URL in documentation

As requested by @almet
2017-10-23 18:05:50 +02:00

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Installation
############
.. _installation-requirements:
Requirements
============
«Ihatemoney» depends on:
* **Python**: either 2.7, 3.4, 3.5, 3.6 will work.
* **A Backend**: to choose among MySQL, PostgreSQL, SQLite or Memory.
* **Virtualenv** (recommended): `virtualenv` package under Debian/Ubuntu.
We recommend to use `virtualenv <https://pypi.python.org/pypi/virtualenv>`_ but
it will work without if you prefer.
If wondering about the backend, SQLite is the simplest and will work fine for
most small to medium setups.
.. note:: If curious, source config templates can be found in the `project git repository <https://github.com/spiral-project/ihatemoney/tree/master/ihatemoney/conf-templates>`_.
Prepare virtualenv (recommended)
================================
Choose an installation path, here `/home/john/ihatemoney`.
Create a virtualenv::
virtualenv -p /usr/bin/python3 /home/john/ihatemoney
Activate the virtualenv::
source /home/john/ihatemoney/bin/activate
.. note:: You will have to re-issue that ``source`` command if you open a new
terminal.
Install
=======
Install the latest release with pip::
pip install ihatemoney
Test it
=======
Once installed, you can start a test server::
ihatemoney runserver
And point your browser at `http://localhost:5000 <http://localhost:5000>`_.
Deploy it
=========
Now, if you want to deploy it on your own server, you have many options.
Two of them are documented at the moment.
*Of course, if you want to contribute another configuration, feel free to open a
pull-request against this repository!*
Whatever your installation option is…
--------------------------------------
1. Initialize the ihatemoney directories::
mkdir /etc/ihatemoney /var/lib/ihatemoney
2. Generate settings::
ihatemoney generate-config ihatemoney.cfg > /etc/ihatemoney/ihatemoney.cfg
chmod 740 /etc/ihatemoney/ihatemoney.cfg
You probably want to adjust `/etc/ihatemoney/ihatemoney.cfg` contents, you may
do it later, see `Configuration`_.
With Apache and mod_wsgi
------------------------
1. Fix permissions (considering `www-data` is the user running apache)::
chgrp www-data /etc/ihatemoney/ihatemoney.cfg
chown www-data /var/lib/ihatemoney
2. Install Apache and mod_wsgi - libapache2-mod-wsgi(-py3) for Debian based and mod_wsgi for RedHat based distributions -
3. Create an Apache virtual host, the command ``ihatemoney generate-config apache-vhost.conf`` will output a good starting point (read and adapt it)
4. Activate the virtual host if needed and restart Apache
With Nginx, Gunicorn and Supervisord
------------------------------------
1. Create a dedicated unix user (here called `ihatemoney`), required dirs, and fix permissions::
useradd ihatemoney
chown ihatemoney /var/lib/ihatemoney/
chgrp ihatemoney /etc/ihatemoney/ihatemoney.cfg
2. Create gunicorn config file ::
ihatemoney generate-config gunicorn.conf.py > /etc/ihatemoney/gunicorn.conf.py
3. Create supervisor config file ::
ihatemoney generate-config supervisord.conf > /etc/supervisor/conf.d/ihatemoney.conf
4. Copy (and adapt) output of ``ihatemoney generate-config conf/nginx.conf`` with your nginx vhosts [#nginx-vhosts]_
5. Reload both nginx and supervisord. It should be working ;)
.. [#nginx-vhosts] typically, */etc/nginx/conf.d/* or
*/etc/nginx/sites-available*, depending on your distribution.
Configuration
=============
ihatemoney relies on a configuration file. If you run the application for the
first time, you will need to take a few moments to configure the application
properly.
Defaults given here, are those for development mode. To know defaults on your
deployed instance, simply look at your *ihatemoney.cfg*.
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| Setting name | Default | What does it do? |
+===============================+=================================+========================================================================================+
| SQLALCHEMY_DATABASE_URI | ``sqlite:///tmp/ihatemoney.db`` | Specifies the type of backend to use and its location. More information on the |
| | | format used can be found on `the SQLAlchemy documentation`_. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| SECRET_KEY | ``tralala`` | The secret key used to encrypt the cookies. `ihatemoney conf-example ihatemoney.cfg` |
| | | sets it to something random, which is good. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| MAIL_DEFAULT_SENDER | ``("Budget manager", | A python tuple describing the name and email adress to use when sending |
| | "budget@notmyidea.org")`` | emails. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_DEMO_PROJECT | ``True`` | If set to `True`, a demo project will be available on the frontpage. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| | | Hashed password to access protected endpoints. If left empty, all administrative |
| ADMIN_PASSWORD | ``""`` | tasks are disabled. |
| | | To generate the proper password HASH, use ``ihatemoney generate_password_hash`` |
| | | and copy the output into the value of *ADMIN_PASSWORD*. |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ALLOW_PUBLIC_PROJECT_CREATION | ``True`` | If set to `True`, everyone can create a project without entering the admin password |
| | | If set to `False`, the password needs to be entered (and as such, defined in the |
| | | settings). |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| ACTIVATE_ADMIN_DASHBOARD | ``False`` | If set to `True`, the dashboard will become accessible entering the admin password |
| | | If set to `True`, a non empty ADMIN_PASSWORD needs to be set |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
| APPLICATION_ROOT | ``""`` | If empty, ihatemoney will be served at domain root (e.g: *http://domain.tld*), if set |
| | | to ``"foo"``, it will be served from a "folder" (e.g: *http://domain.tld/foo*) |
+-------------------------------+---------------------------------+----------------------------------------------------------------------------------------+
.. _the SQLAlchemy documentation: http://docs.sqlalchemy.org/en/latest/core/engines.html#database-urls
Using an alternate settings path
--------------------------------
You can put your settings file where you want, and pass its path to the
application using the ``IHATEMONEY_SETTINGS_FILE_PATH`` environment variable.
e.g.::
$ export IHATEMONEY_SETTINGS_FILE_PATH="/path/to/your/conf/file.cfg"