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README.txt
=====================================
How to install a SciELOBooks instance
=====================================

Install pre-requisites
----------------------

Before installing the SciELO-Books application, install the software listed below.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Server software

 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 |**software**                         |**product URL**                    |**installation method**  |**Ubuntu Package name**   |
 +=====================================+===================================+=========================+==========================+
 | Python 2.7                          | http://www.python.org/            | OS package manager      | python2.7                |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | python2.7                           | http://www.python.org/            | OS package manager      | python2.7-dev            |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | GNU compiler and tools              | http://www.python.org/            | OS package manager      | build-essential          |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | Apache HTTP server 2.2              | http://httpd.apache.org/          | OS package manager      | apache2                  |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | mod_wsgi - Python adapter(optional) | http://code.google.com/p/modwsgi/ | OS package manager      | libapache2-mod-wsgi      |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | CouchDB 1.0                         | http://couchdb.apache.org/        | OS package manager      | couchdb                  |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | PostgreSQL                          | http://www.postgresql.org/        | OS package manager      | postgresql               |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | GIT                                 | http://git-scm.com/               | OS package manager      | git-core                 |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+
 | Subversion                          | http://subversion.apache.org/     | OS package manager      | subversion               |
 +-------------------------------------+-----------------------------------+-------------------------+--------------------------+


1. Install each package below using the recommended installation method above.

Note: Python comes pre-installed in most Linux distributions. If Python 2.5 or 2.6 is already installed, there is no need to install a newer version.

Note2: on Ubuntu 10.04 (Lucid) build-essential includes: dpkg-dev, g++, libc6-dev and make

System-wide Python libraries
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 +-------------------+-------------------------------------------+------------------------------------------------------------------+
 |**software**       |**product URL**                            |**installation method**                                           |
 +===================+===========================================+==================================================================+
 | distribute 0.6.10 | http://pypi.python.org/pypi/distribute    | sudo python distribute_setup.py                                  |
 +-------------------+-------------------------------------------+------------------------------------------------------------------+
 | virtualenv        | http://pypi.python.org/pypi/virtualenv    | sudo easy_install virtualenv                                     |
 +-------------------+-------------------------------------------+------------------------------------------------------------------+
 | python gfx module | http://www.swftools.org/gfx_tutorial.html | installation instruction topic 1.1  Compiling gfx and installing |
 +-------------------+-------------------------------------------+------------------------------------------------------------------+

2. Download the distribute_setup.py script and use the installed Python interperter to run it as root (this provides the easy_install utility)::

    # wget http://python-distribute.org/distribute_setup.py
    # python distribute_setup.py


3. Use easy_install to download and install virtuaenv::

    # easy_install virtualenv


Configure the database
----------------------

4. Create a `scielobooks_1a` database. The user name and password will not be configured at this time.

Log in to the Futon's web interface::

    http://localhost:5984/_utils/


Install the application environment
-----------------------------------

**Note: all of the remainig steps can be performed by a regular user without root access.**

5. Use virtualenv to create an application environment and activate it::

    $ virtualenv --distribute --no-site-packages scielobooks-env
    $ source scielobooks-env/bin/activate
    (scielobooks-env)$   # note that the shell prompt displays the active virtual environment



Install the scielobooks application
-----------------------------------

6. Go to a suitable installation directory and check out the application source::

    Development(Recommended):
    Read-only:
    (scielobooks-env)$ git clone git://github.com/bireme/scielobooks.git
    Read+write:
    (scielobooks-env)$ git clone git@github.com:bireme/scielobooks.git

    Development:
    (scielobooks-env)$ svn co http://svn.reddes.bvsalud.org/scielo-books/trunk/scielobooks

    Stable:
    (scielobooks-env)$ svn co http://svn.reddes.bvsalud.org/scielo-books/tags/<VERSION>


    user: anonymous
    password: 4guests@


7. With the `scielobooks-env` environment active, use `setuptools` to automagically download and install all the dependencies::

    (scielobooks-env)$ python setup.py install


8. Run automated tests (NOT WORKING)::

    (scielobooks-env)$ python setup.py test -q



Running the application
-----------------------

Paster
~~~~~~

The Pyramid web framework already comes with Paster. So, in order to run it you simply need to:

1. Create a paster .ini configuration file::

    Development:
    $ cp development-TEMPLATE.ini development.ini

    Production:
    $ cp production-TEMPLATE.ini production.ini

Note: The application comes with 2 base templates, for development and for production environments.

See http://pythonpaste.org/script/#configuration for more information about PasteScript.

2. Run::

    $ paster serve production.ini --daemon



Apache with mod_wsgi
~~~~~~~~~~~~~~~~~~~~

1. Create and configure a paster .ini configuration file.
Note: The application comes with 2 base templates, for development and for production environments.

Development::

    $ cp development-TEMPLATE.ini development.ini

Production::

    $ cp production-TEMPLATE.ini production.ini


See http://pythonpaste.org/script/#configuration for more information about PasteScript.

2. Create and configure a .wsgi configuration file.
Note: The application comes with a directory named *apache*, containing templates for deployments using Apache with mod_wsgi

Development::

    $ cp apache/app/devel-TEMPLATE.wsgi apache/app/devel.wsgi

Production::

    $ cp apache/app/production-TEMPLATE.wsgi apache/app/production.wsgi


Note: The .wsgi configuration file must be configured to point to the previously created .ini file, to match the application's entry point.

3. Configure the Apache WebServer
Note: The application comes with 2 virtual hosts base templates. You can simply create a symlink to the apache's available sites.

Development::

    $ cp apache/httpd-devel-TEMPLATE.conf apache/httpd-devel.conf

Production::

    $ cp apache/httpd-TEMPLATE.conf apache/httpd.conf


See http://docs.pylonsproject.org/projects/pyramid/1.0/tutorials/modwsgi/index.html for more information about deploying a Pyramid app using mod_wsgi.


WordPress Integration
---------------------

In order to both applications, the main site (Wordpress) and the details site (Python), coexist transparently, we need to add some rules in the webserver.

Basically, the catalog package must be accessible from the Wordpress domain, i.e. *http://books.scielo.org/id/w2* must resolve to *http://admin.books.scielo.org/id/w2*. The latter should not be accessible for users.

Rules to reverse proxy some requests::

    # wordpress app virtualhost
    <Proxy *>
        Allow from all
    </Proxy>

    ProxyPassMatch ^/staff/(.*)$ http://homolog.backoffice.books.scielo.org/staff/$1
    ProxyPassMatch ^/id/(.*)$ http://homolog.backoffice.books.scielo.org/id/$1
    ProxyPassMatch ^/static/(.*)$ http://homolog.backoffice.books.scielo.org/static/$1
    ProxyPassMatch ^/deform_static/(.*)$ http://homolog.backoffice.books.scielo.org/deform_static/$1
    ProxyPassMatch ^/setlang/$ http://homolog.backoffice.books.scielo.org/
    ProxyPassMatch ^/login(.*)$ http://homolog.backoffice.books.scielo.org/login$1
    ProxyPassMatch ^/logout(.*)$ http://homolog.backoffice.books.scielo.org/logout$1

    ProxyPass /admin http://homolog.backoffice.books.scielo.org/login

    ProxyPassReverse /admin http://homolog.backoffice.books.scielo.org/login
    ProxyPassReverse /staff http://homolog.backoffice.books.scielo.org/staff


Troubleshooting
---------------

The application is updated but seems like the cache is not (even after the apache+mod_wsgi have been restarted)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
mod_wsgi has an aggressive cache system. to refresh it, you have to update the date of the .wsgi configuration file and restart apache::

    $ touch apache/app/production.wsgi
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