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7457 introduce mpconfig
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kcondon committed Dec 10, 2020
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10 changes: 10 additions & 0 deletions doc/release-notes/7457-introduce-mpconfig.md
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## Introducing MicroProfile Config API

With this Dataverse release, we start to make use of the MicroProfile Config API. (As you might have noticed
for the database connection settings.)

This will benefit both devs and sysadmins, but the codebase will have to be refactored to make use of it.
As this will take time, we will always provide a backward compatible way of using it.

For more details, please see the development guide about "Consuming Configuration", which also
explains the benefits in more detail.
100 changes: 100 additions & 0 deletions doc/sphinx-guides/source/developers/configuration.rst
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Consuming Configuration
=======================

.. contents:: |toctitle|
:local:

Dataverse uses different types of configuration:

1. JVM system properties
2. Simple database value settings
3. Complex database stored data structures

1 and 2 are usually simple text strings, boolean switches or digits. All of those can be found in :doc:`/installation/config`.

Anything for 3 is configured via the API using either TSV or JSON structures. Examples are metadata blocks,
authentication providers, harvesters and others.

Simple Configuration Options
----------------------------

Developers have accessed the simple properties via

1. ``System.getProperty(...)`` for JVM system property settings
2. ``SettingsServiceBean.get(...)`` for database settings and
3. ``SystemConfig.xxx()`` for specially treated settings, maybe mixed from 1 and 2 and other sources.
4. ``SettingsWrapper``, reading from 2 and 3 for use in frontend pages based on JSF

As of Dataverse 5.3, we start to streamline our efforts into using a more consistent approach, also bringing joy and
happiness to all the system administrators out there. This will be done by adopting the use of
`MicroProfile Config <https://github.com/eclipse/microprofile-config>`_ over time.

So far we streamlined configuration of these Dataverse parts:

- ✅ Database Connection

Complex Configuration Options
-----------------------------

We should enable variable substitution in JSON configuration. Example: using substitution to retrieve values from
MicroProfile Config and insert into the authentication provider would allow much easier provisioning of secrets
into the providers.

Why should I care about MicroProfile Config API?
------------------------------------------------

Developers benefit from:

- A streamlined API to retrieve configuration, backward-compatible renaming strategies and easier testbed configurations.
- Config API is also pushing for validation of configuration, as it's typesafe and converters for non-standard types
can be added within our codebase.
- Defaults in code or bundled in ``META-INF/microprofile-config.properties`` allow for optional values without much hassle.

System administrators benefit from:

- Lots of database settings have been introduced in the past, but should be more easily configurable and not rely on a
database connection.
- Running Dataverse in containers gets much easier when configuration can be provisioned in a
streamlined fashion, mitigating the need for scripting glue and distinguishing between setting types.
- Classic installations have a profit, too: we can enable using a single config file, e.g. living in
``/etc/dataverse/config.properties``.
- Features for monitoring resources and others are easier to use with this streamlined configuration, as we can
avoid people having to deal with ``asadmin`` commands and change a setting comfortably instead.

Adopting MicroProfile Config API
---------------------------------

This technology is introduced on a step-by-step basis. There will not be a big shot, crashing upgrades for everyone.
Instead, we will provide backward compatibility by deprecating renamed or moved config options, while still
supporting the old way of setting them.

- Introducing a new setting or moving and old one should result in a key ``dataverse.<scope/task/module/...>.<setting>``.
That way we enable sys admins to recognize the meaning of an option and avoid name conflicts.
Starting with ``dataverse`` makes it perfectly clear that this is a setting meant for this application, which is
important when using environment variables, system properties or other MPCONFIG sources.
- Replace ``System.getProperty()`` calls with either injected configs or retrieve programmatically if more complex
handling is necessary. If you rename the property, you should provide an alias. See below.
- Database settings need to be refactored in multiple steps. First you need to change the code retrieving it to use
MicroProfile Config API instead (just like above). Then you should provide an alias to retain backward compatibility.
See below.

Moving or Replacing a JVM Setting
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

When moving an old key to a new (especially when doing so with a former JVM system property setting), you should
add an alias to ``src/main/resources/META-INF/microprofile-aliases.properties`` to enable backward compatibility.
The format is always like ``dataverse.<scope/....>.newname...=old.property.name``.

Details can be found in ``edu.harvard.iq.dataverse.settings.source.AliasConfigSource``

Aliasing Database Setting
^^^^^^^^^^^^^^^^^^^^^^^^^

When moving a database setting (``:ExampleSetting``), configure an alias
``dataverse.my.example.setting=dataverse.settings.fromdb.ExampleSetting`` in
``src/main/resources/META-INF/microprofile-aliases.properties``. This will enable backward compatibility.

A database setting with an i18n attribute using *lang* will have available language codes appended to the name.
Example: ``dataverse.settings.fromdb.ExampleI18nSetting.en``, ``dataverse.settings.fromdb.ExampleI18nSetting.de``

More details in ``edu.harvard.iq.dataverse.settings.source.DbSettingConfigSource``
1 change: 1 addition & 0 deletions doc/sphinx-guides/source/developers/index.rst
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dependencies
debugging
coding-style
configuration
deployment
containers
making-releases
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2 changes: 2 additions & 0 deletions doc/sphinx-guides/source/developers/intro.rst
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Expand Up @@ -28,6 +28,8 @@ Dataverse is a `Jakarta EE <https://en.wikipedia.org/wiki/Jakarta_EE>`_ applicat

We make use of a variety of Jakarta EE technologies such as JPA, JAX-RS, JMS, and JSF. The front end is built using PrimeFaces and Bootstrap.

In addition, we start to adopt parts of Eclipse MicroProfile, namely `MicroProfile Config <https://github.com/eclipse/microprofile-config>`_.

Roadmap
-------

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25 changes: 23 additions & 2 deletions pom.xml
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<junit.version>4.13.1</junit.version>
<junit.jupiter.version>5.7.0</junit.jupiter.version>
<junit.vintage.version>${junit.jupiter.version}</junit.vintage.version>
<testcontainers.version>1.13.0</testcontainers.version>
<testcontainers.version>1.15.0</testcontainers.version>
<microbean-mpconfig.version>0.4.1</microbean-mpconfig.version>
<mockito.version>2.28.2</mockito.version>
<flyway.version>5.2.4</flyway.version>
<jhove.version>1.20.1</jhove.version>
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<version>29.0-jre</version>
<type>jar</type>
</dependency>
<dependency>
<groupId>org.eclipse.microprofile.config</groupId>
<artifactId>microprofile-config-api</artifactId>
<scope>provided</scope>
</dependency>
<dependency>
<groupId>jakarta.platform</groupId>
<artifactId>jakarta.jakartaee-api</artifactId>
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<artifactId>junit-jupiter</artifactId>
<scope>test</scope>
</dependency>
<dependency>
<groupId>org.testcontainers</groupId>
<artifactId>postgresql</artifactId>
<scope>test</scope>
</dependency>
<dependency>
<groupId>org.mockito</groupId>
<artifactId>mockito-core</artifactId>
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<version>${mockito.version}</version>
<scope>test</scope>
</dependency>

<dependency>
<groupId>org.microbean</groupId>
<artifactId>microbean-microprofile-config</artifactId>
<version>${microbean-mpconfig.version}</version>
<scope>test</scope>
</dependency>
</dependencies>
<build>
<!-- <testResources>
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<include>**/firstNames/*.*</include>
<include>**/*.xsl</include>
<include>**/*.properties</include>
<include>**/services/*</include>
</includes>
</resource>
</resources>
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<id>tc</id>
<properties>
<skipUnitTests>true</skipUnitTests>
<postgresql.server.version>9.6</postgresql.server.version>
</properties>
<build>
<plugins>
Expand All @@ -853,6 +871,9 @@
<version>2.22.2</version>
<configuration>
<groups>testcontainers</groups>
<systemPropertyVariables>
<postgresql.server.version>${postgresql.server.version}</postgresql.server.version>
</systemPropertyVariables>
</configuration>
<executions>
<execution>
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package edu.harvard.iq.dataverse.settings.source;

import org.eclipse.microprofile.config.ConfigProvider;
import org.eclipse.microprofile.config.spi.ConfigSource;

import java.io.IOException;
import java.net.URL;
import java.util.HashMap;
import java.util.HashSet;
import java.util.Map;
import java.util.Properties;
import java.util.Set;
import java.util.concurrent.ConcurrentHashMap;
import java.util.logging.Logger;

/**
* Enable using an old name for a new config name.
* Usages will be logged and this source will ALWAYS stand back if the new name is used anywhere.
*
* By using a DbSettingConfigSource value (dataverse.settings.fromdb.XXX) as old name, we can
* alias a new name to an old db setting, enabling backward compatibility.
*/
public final class AliasConfigSource implements ConfigSource {

private static final Logger logger = Logger.getLogger(AliasConfigSource.class.getName());

private final ConcurrentHashMap<String, String> aliases = new ConcurrentHashMap<>();
private final String ALIASES_PROP_FILE = "META-INF/microprofile-aliases.properties";

public AliasConfigSource() {
try {
// read properties from class path file
Properties aliasProps = readAliases(ALIASES_PROP_FILE);
// store in our aliases map
importAliases(aliasProps);
} catch (IOException e) {
logger.info("Could not read from "+ALIASES_PROP_FILE+". Skipping MPCONFIG alias setup.");
}
}

Properties readAliases(String filePath) throws IOException {
// get resource from classpath
ClassLoader classLoader = this.getClass().getClassLoader();
URL aliasesResource = classLoader.getResource(filePath);

// load properties from file resource (parsing included)
Properties aliasProps = new Properties();
try {
aliasProps.load(aliasesResource.openStream());
} catch (NullPointerException e) {
throw new IOException(e.getMessage());
}
return aliasProps;
}

void importAliases(Properties aliasProps) {
aliasProps.forEach((key, value) -> aliases.put(key.toString(), value.toString()));
}

@Override
public Map<String, String> getProperties() {
// No, just no. We're not going to drop a list of stuff. We're only
// dealiasing on getValue();
return new HashMap<>();
}

@Override
public Set<String> getPropertyNames() {
// It does not make sense to retrieve the aliased names...
return new HashSet<>();
}

@Override
public int getOrdinal() {
// Any other config source can override us.
// As soon as someone is starting to use the new property name, this alias becomes pointless.
return Integer.MIN_VALUE;
}

@Override
public String getValue(String key) {
String value = null;
if (this.aliases.containsKey(key)) {
String oldKey = this.aliases.get(key);
value = ConfigProvider.getConfig().getOptionalValue(oldKey, String.class).orElse(null);

if (value != null) {
logger.warning("Detected deprecated config option '"+oldKey+"' in use. Please update your config to use '"+key+"'.");
}
}
return value;
}

@Override
public String getName() {
return "Alias";
}
}
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package edu.harvard.iq.dataverse.settings.source;

import edu.harvard.iq.dataverse.settings.SettingsServiceBean;

import javax.annotation.PostConstruct;
import javax.ejb.EJB;
import javax.ejb.Singleton;
import javax.ejb.Startup;

/**
* This is a small helper bean for the MPCONFIG DbSettingConfigSource.
* As it is a singleton and built at application start (=deployment), it will inject the (stateless)
* settings service into the MPCONFIG POJO once it's ready.
*
* MPCONFIG requires it's sources to be POJOs. No direct dependency injection possible.
*/
@Singleton
@Startup
public class DbSettingConfigHelper {
@EJB
SettingsServiceBean settingsSvc;

@PostConstruct
public void injectService() {
DbSettingConfigSource.injectSettingsService(settingsSvc);
}
}
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