colouring-montreal/docs/setup-dev-environment.md
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Setting up a local development environment

WARNING: Setup document suitable for development environment, not production server

This document is intended to guide you through setting up a local development environment for the Colouring London application. This guide assumes you already have either already have access to an machine with Ubuntu 18.04 installed, or can use VirtualBox to set up an Ubuntu virtual machine as below.

Configuring an Ubuntu VM in VirtualBox

Here we explain how to use VirtualBox and SSH into your Ubuntu installation for convenience.

When setting up the VirtualBox VM, consider the size of the database you intend to load for use with the application. Consult the 🏠 Loading the building data section of this guide and decide whether you will be using a full city database or will load test data from OSM.

For "Colouring London", we have found that the size of the database means that a VM with access to 50GB of storage is appropriate. If you are using the OSM test data, the default storage settings in VirtualBox should suffice.

In either case, you should set the memory to at least 2048 MB.

If you a running Ubuntu in a virtual environment you will need to configure networking to forward ports from the guest to the host. For Virtual Box the following was configured under NAT port forwarding (found under Settings -> Network -> Advanced -> Port Forwarding).

Name Protocol Host Port Guest Port
app TCP 8080 3000
app_dev TCP 3001 3001
ssh TCP 4022 22

The app_dev mapping is used in development by Razzle which rebuilds and serves client side assets on the fly.

To run the commands in the rest of this setup guide, either ssh into the VirtualBox environment or open the terminal within the Ubuntu GUI.

If you wish to ssh, you will first need to open the terminal in Ubuntu and run the following.

sudo apt-get install -y openssh-server

You can then ssh into the VirtualBox VM set up with the port forwarding described above like so, where <linuxusername> is the name you set up during the installation of Ubuntu (you can type whoami in the Ubuntu terminal to remind yourself of this).

ssh <linuxusername>@localhost -p 4022

Contents

🌷 Installing the tools and components

First upgrade the installed packages to the latest versions, to remove any security warnings.

sudo apt-get update -y
sudo apt-get upgrade -y

Now install some essential tools.

sudo apt-get install -y build-essential git wget curl parallel rename

🔴 Installing PostgreSQL

Set the postgres repo for apt (these instructions were taken from postgresql.org).

sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt $(lsb_release -cs)-pgdg main" > /etc/apt/sources.list.d/pgdg.list'
sudo wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo apt-key add -
sudo apt-get update

Next install postgres and postgis to enable support for geographical objects.

sudo apt-get install -y postgresql-12 postgresql-contrib-12 libpq-dev postgis postgresql-12-postgis-3

and additional geo-spatial tools

sudo apt-get install -y gdal-bin libspatialindex-dev libgeos-dev libproj-dev

🌈 Installing Colouring London

Now clone the colouring-london codebase.

cd ~ && git clone https://github.com/colouring-london/colouring-london.git

Note: We assume here that you will clone the repo into the home directory of your Ubuntu installation. Watch out for later commands in this guide that assume the repo is located at ~/colouring-london and modify the path if appropriate.

⬇️ Installing Node.js

Now install Node. It is helpful to define some local variables.

export NODE_VERSION=v16.13.2
export DISTRO=linux-x64
wget -nc https://nodejs.org/dist/$NODE_VERSION/node-$NODE_VERSION-$DISTRO.tar.xz
sudo mkdir /usr/local/lib/node
sudo tar xf node-$NODE_VERSION-$DISTRO.tar.xz -C /usr/local/lib/node
sudo mv /usr/local/lib/node/node-$NODE_VERSION-$DISTRO /usr/local/lib/node/node-$NODE_VERSION
rm node-$NODE_VERSION-$DISTRO.tar.xz

Now add the Node installation to the path and export this to your bash profile.

cat >> ~/.profile <<EOF
export NODEJS_HOME=/usr/local/lib/node/node-$NODE_VERSION/bin
export PATH=\$NODEJS_HOME:\$PATH
EOF

Then run source to make sure node and npm are on your path.

source ~/.profile

You can check the updated variables as follows

echo $PATH
echo $NODEJS_HOME

🔵 Configuring PostgreSQL

Now we configure postgres. First ensure postgres is running.

sudo service postgresql start

Ensure the en_US locale exists.

sudo locale-gen en_US.UTF-8

Configure postgres to listen on network connection.

sudo sed -i "s/#\?listen_address.*/listen_addresses '*'/" /etc/postgresql/12/main/postgresql.conf

Allow authenticated connections from any IP (so includes the host).

echo "host    all             all             all                     md5" | sudo tee --append /etc/postgresql/12/main/pg_hba.conf > /dev/null

Restart postgres to pick up config changes.

sudo service postgresql restart

Create a superuser role for this user (<username>) if it does not already exist. The password <pgpassword> is arbitrary and probably should not be your Ubuntu login password.

sudo -u postgres psql -c "SELECT 1 FROM pg_user WHERE usename = '<username>';" | grep -q 1 || sudo -u postgres psql -c "CREATE ROLE <username> SUPERUSER LOGIN PASSWORD '<pgpassword>';"
Note for "Colouring London" devs

If you intend to load the full CL database from a dump file into your dev environment, run the above psql command with <username> as "cldbadmin" and use that username in subsequent steps, but also run the above a second time with <username> as "clwebapp" (see section 🏠 Loading the building data for more details).

👾 Create an empty database

Now create an empty database configured with geo-spatial tools. The database name (<colouringlondondb>) is arbitrary.

Set environment variables, which will simplify running subsequent psql commands.

export PGPASSWORD=<pgpassword>
export PGUSER=<username>
export PGHOST=localhost
export PGDATABASE=<colouringlondondb>

Create the database.

sudo -u postgres psql -c "SELECT 1 FROM pg_database WHERE datname = '<colouringlondondb>';" | grep -q 1 || sudo -u postgres createdb -E UTF8 -T template0 --locale=en_US.utf8 -O <username> <colouringlondondb>
psql -c "create extension postgis;"
psql -c "create extension pgcrypto;"
psql -c "create extension pg_trgm;"

▶️ Configuring Node.js

Now upgrade the npm package manager to the most recent release with global privileges. This needs to be performed as root user, so it is necessary to export the node variables to the root user profile.

export NODEJS_HOME=/usr/local/lib/node/node-v16.13.2/bin/
export PATH=$NODEJS_HOME:$PATH
sudo env "PATH=$PATH" npm install -g npm@latest

Now install the required Node packages. This needs to done from the app directory of your local repository, so that it can read from the package.json file.

cd ~/colouring-london/app
npm install

🐍 Set up Python

Install python and related tools.

sudo apt-get install -y python3 python3-pip python3-dev python3-venv

🏠 Loading the building data

There are several ways to create the Colouring London database in your environment. The simplest way if you are just trying out the application would be to use test data from OSM, but otherwise you should follow one of the instructions below to create the full database either from scratch, or from a previously made db (via a dump file).

To create the full database from scratch, follow these instructions, otherwise choose one of the following:

Create database from dump

If you are a developer on the Colouring London project (or another Colouring Cities project), you may have a production database (or staging etc) that you wish to duplicate in your development environment.

Log into the environment where your production database is kept and create a dump file from the db.

pg_dump <colouringlondondb> > <dumpfile>

You should then download the file to the machine where you are setting up your development environment. If you are using Virtualbox, you could host share the dump file with the VM via a shared folder (e.g. see these instructions for Mac).

In your Ubuntu installation where you have been running these setup steps (e.g. Virtualbox VM), you can then recrate the db like so.

psql < <dumpfile>

Run migrations

Now run all 'up' migrations to create tables, data types, indexes etc. The .sql scripts to do this are located in the migrations folder of your local repository.

ls ~/colouring-london/migrations/*.up.sql 2>/dev/null | while read -r migration; do psql < $migration; done;
Create database with test data

This section shows how to load test buildings into the application from OpenStreetMaps (OSM).

Load OpenStreetMap test polygons

Create a virtual environment for python in the etl folder of your repository. In the following example we have name the virtual environment colouringlondon but it can have any name.

cd ~/colouring-london/etl
pyvenv colouringlondon

Activate the virtual environment so we can install python packages into it.

source colouringlondon/bin/activate

Install python pip package manager and related tools.

pip install --upgrade pip
pip install --upgrade setuptools wheel

Install the required python packages.

pip install -r requirements.txt

To help test the Colouring London application, get_test_polygons.py will attempt to save a small (1.5km²) extract from OpenStreetMap to a format suitable for loading to the database.

Download the test data.

python get_test_polygons.py

Note: the first time you run it, you will get these warnings:

rm: cannot remove 'test_buildings.geojson': No such file or directory
rm: cannot remove 'test_buildings.3857.csv': No such file or directory

Run migrations

Now run all 'up' migrations to create tables, data types, indexes etc. The .sql scripts to do this are located in the migrations folder of your local repository.

ls ~/colouring-london/migrations/*.up.sql 2>/dev/null | while read -r migration; do psql < $migration; done;

Load buildings

Load all building outlines.

./load_geometries.sh ./

Create a building record per outline.

./create_building_records.sh

💻 Running the application

Now we are ready to run the application.

First enter the app directory.

cd ~/colouring-london/app

Then create a folder for the tilecache.

mkdir tilecache

Create some additional variables for running the application (the APP_COOKIE_SECRET is arbitrary).

export PGPORT=5432
export APP_COOKIE_SECRET=123456
export TILECACHE_PATH=~/colouring-london/app/tilecache

Finally, simply run the application with npm.

npm start

Note: You can also specify the variables for npm start like so:

Specify variables
PGPASSWORD=<pgpassword> PGDATABASE=<colouringlondondb> PGUSER=<username> PGHOST=localhost PGPORT=5432 APP_COOKIE_SECRET=123456 TILECACHE_PATH=~/colouring-london/app/tilecache npm start

👀 Viewing the application

The site can then be viewed on http://localhost:8080 on the host computer.

Finally to quit the application type Ctrl-C.