README

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Ocean Observatories Initiative Cyberinfrastructure (OOI CI)
Integrated Observatory Network (ION)

coi-services - ION Release 2 system and services

(C) UC Regents, 2010-2013
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This is the repository that defines the COI services.
Note: Initially, all ION services are defined here and later moved to subsystem repositories.

COI services are intended to be deployed as part of the ION system launch.
Services are deployed in pyon capability containers.

INSTALL
=======

This assumes basic development environment setup (git, directory structure). Please follow the
"New Developers Tutorial" for basic steps.

Pyon: The main dependency of this repository is the pyon Capability Container. Follow the listed
steps to install the minimal needed dependencies to run pyon on a Mac. For more details and Linux
install instructions, check out the pyon README: https://github.com/ooici/pyon/blob/master/README


Install the following if not yet present:

* OS Packages and package management:
For Mac, use homebrew
    > /usr/bin/ruby <(curl -fsSkL raw.github.com/mxcl/homebrew/go)
- python 2.7.2
- git 1.7.7: Use brew or download the Mac or Linux installer and run it
- couchdb 1.1.0 (optional if memory mockdb is used)
    You will need to upgrade couchdb to at least 1.1.0.
- rabbitmq 2.6.1 or later (recommended, but can use rabbitmq on amoeba)
    Use brew.
    Alternative: download generic Linux version and unpack into a suitable directory.
- Install libevent, libyaml, zeromq, couchdb, python, rabbitmq, and pkg-config with Homebrew

    > brew install libevent libyaml zeromq couchdb python rabbitmq hdf5 pkg-config netcdf udunits

    You can even reinstall git using brew to clean up your /usr/local directory
    Be sure to read the pyon README for platform specific guidance to installing
    dependent libraries and packages.
    Linux: Note that many installs have much older versions installed by default.
    (If you have trouble with brew 'MD5 mismatch' errors, try running 'brew update'
    and try the install again)

- Install libgswteos-10 for marine science calculations
    > brew tap lukecampbell/homebrew-libgswteos
    > brew install libgswteos-10
    > brew test -v libgswteos-10
    
- Install swig and gfortran (Needed by udunits and scipy)
    > brew install swig (Make sure brew installed swig is used. `which swig`)
    > brew install gfortran

installation
- Install

* python packages and environment management:
- pip
    > easy_install pip
- virtualenv and virtualenvwrapper modules for your python 2.7 installation
    > easy_install --upgrade virtualenv
    > easy_install --upgrade virtualenvwrapper
    Note: This may require Mac's XCode (use XCode 3.3 free version)

* Setup a virtualenv to run COI-services (use any name you like):
    > mkvirtualenv --no-site-packages --python=python2.7 coi
    Note: Do not use the pyon virtualenv if you are a pyon developer

* Pin setuptools in your virtualenv
    > pip install -U setuptools==0.8

* Install numpy to the virtualenv
    > pip install numpy==1.7.1


PACKAGE DOWNLOAD
================

Clone coi-services (if you haven't already) in your code directory:
    > cd code   # Whatever your code repository directory is

Clone coi-services (this repository, if you haven't already):
    > git clone git@github.com:ooici/coi-services.git

Initialize submodules::
    > cd coi-services
    > git submodule update --init

(see Pyon README for hints with submodule anonymous checkout and password-less push)


PACKAGE DEPENDENCIES
====================

Use Buildout to install the python package dependencies (including pyon itself) with:
    > python bootstrap.py -v 2.2.0
    > bin/buildout

** Add following to your .bashrc profile on Macs if buildout fails to
    compile for packages such as gevent, pyml, etc.
    export C_INCLUDE_PATH=/usr/local/include

** If matplot lib fails to build due to not finding the free type headers, try:
    if /usr/X11/lib/pkgconfig has a file named freetype2.pc, then add the following line to your .bash_profile
    export PKG_CONFIG_PATH=/usr/X11/lib/pkgconfig

** Mac should have libpng and libfreetype headers, which are required
    for matplotlib python build.  If for some reason your buildout fails on
    matplotlib due to missing libpng libraries, try install from here:
    http://ethan.tira-thompson.com/Mac_OS_X_Ports.html

For additional support to install matplotlib on MacOS X 10.7 (Lion) please see the following:
    http://www.thisisthegreenroom.com/2011/installing-python-numpy-scipy-matplotlib-and-ipython-on-lion/

Generate service definition interfaces and abstract base classes files:
    > bin/generate_interfaces
    Note: These will be placed in the interfaces/ subdirectory (and not in GIT nor in the egg).


RUN-TIME DEPENDENCIES
=====================

COUCHDB (OBJECT DATA STORE):

Run couchdb in second terminal before starting the container or running tests:
Note: optional. An in-memory mockdb is used by default and couchdb unit-tests are skipped.
    > couchdb


RABBITMQ (MESSAGE BROKER):

Run RabbitMQ in second terminal before starting the container or running tests:
Note: optional. RabbitMQ on amoeba us used by default for new developers.
    > cd rabbitmq_server-2.x.x
    > sudo sbin/rabbitmq-server

ELASTICSEARCH (SEARCH ENGINE):

    ------------
    Installation
    ------------
    
    Installation is performed with a script which downloads the file from 
    github, extracts the contents to the INSTALL_DIR and installs the correct 
    version of the plugins.
        > bash scripts/install_es.sh 
    Note: Works on both Mac and (Untested) Linux. This installs ElasticSearch 
    to /usr/local/elasticsearch-$(VERSION)/ by default and can be overridden 
    with the INSTALL_DIR environment variable
    e.g. > INSTALL_DIR=/opt/elasticsearch bash scripts/install_es.sh

    ---------------------
    Running ElasticSearch
    ---------------------
    
    After ElasticSearch has been installed it can be started in foreground mode 
    or daemon mode.  Assuming that the install directory was /usr/local
    Foreground mode:
        > /usr/local/elasticsearch-0.18.7/bin/elasticsearch -f

    Daemon mode:
        > /usr/local/elasticsearch-0.18.7/bin/elasticsearch

    ElasticSearch is an instance of the JVM with the ElasticSearch cluster node,
    each node is equivalent to one JVM instance running ElasticSearch.  
    Additional nodes means more instances of the JVM running ElasticSearch.  The
    JVM minimum heap and maximum heap size and performance flags can be changed 
    in the script /usr/local/elasticsearch-0.18.7/bin/elasticsearch which is 
    strongly recommended for production. 

    To install the ElasticSearch-Head plugin which provides a graphical 
    interface for browsing and viewing the contents 
    of the engine run:
        > bash scripts/install_es.sh -h
    
    ---------------------------------
    Viewing ElasticSearch Graphically
    ---------------------------------
    
    If the ElasticSearch-Head plugin is installed (see above) then access to the
    plugin is located at:
        http://localhost:9200/_plugin/head/



SOURCE PATH:

Add the current directory to your PYTHONPATH for an easier time running scripts. Add the following
line to your ~/.profile (create it if it doesn't exist, or use bash_profile if you already have that):
    > export PYTHONPATH=.


USE
===

Provide local configuration overrides (e.g. broker host, debug levels) in:
    > res/config/pyon.local.yml
    > res/config/logging.local.yml
    Note: DO NOT EDIT the standard configuration and logging config files.

List supported Pyon Capability Container arguments:
    > bin/pycc --help


Run unit tests:
    > bin/nosetests -v -a UNIT

Run smoke tests to verify sanity of system:
    > bin/nosetests -v -a SMOKE

Run full integration tests - this will take a long time so may be optional:
    > bin/nosetests -v -a INT


Start an example (bank) locally:
    > bin/pycc --rel res/deploy/examples/bank_complete.yml
    Note: It does not do anything but start by itself. You need to use a client to trigger actions.

Start development instance of the ION system with all services:
    > bin/pycc --rel res/deploy/r2deploy.yml



TROUBLESHOOTING
===============

Outdated *.pyc files can causes your
tests to fail unexpectedly.  Do an ant clean and try again.
    > ant clean
    > bin/generate_interface

If your tests still fail, you might have some incorrect values in
pyon.local.yml or logging.local.yml.  Check with other developers.

If your tests fail unexpectedly when you have tried everything else, your build
might be corrupted.
    > deactivate from your existing virtualenv
    > rm and create the virtualenv again
    > re-run bootstrap.py and buildout
    > If you suspect an egg is bad, Remove the suspected egg from the eggs/ dir. Re-reun buildout.

DEBUG
=====

USE Pycharm or any other Python IDE to debug; breakpoints and step-by-step are possible.
Set the executable to the bin/pycc and set the working directory to the git repository root.
Use the -n option to avoid the interactive ipython shell. It does not work property with the debugger.

Set your debugger to start the bin/pycc or bin/nosetests scripts, with the arguments you like.

Later versions of PyCharm may need to be enabled to run with gevent. You can google how to do this.

Remote debugging of services in a running container is possible too. Setup a remote debugging
configuration to use the localhost and port 8585. First start the remote debuging server, then
start the container from the command line below using the pyccd script ( the -n seems to be required )
    > bin/pyccd -n --rel res/deploy/xxx.yml



DEVELOPMENT
===========

You can develop services locally in this repository. Use this repository until subsystem
specific repositories are available.

Please follow the following steps as long as you are new:

Get the latest code before you start editing, or anytime you want:
    > git pull --rebase
    (fix any issues, git add, git rebase --continue)

    > git submodule update  # Do NOT forget. This does not happen automatically

See below for an automated approach.

As extern pointers change, service interfaces can change and old pyc files
can be left around unintentinally. enerate interfaces frequently (especially in case of error):
    > ant clean
    > bin/generate-interfaces

*See below for an automated approach to git-submodules*
Note: The res/ and obj/ dirs are symlinks to a subdirectory in a git submodule. Beware of the pitfalls
of git submodule. You need to treat it as a separate GIT module. In case of changes, both GIT modules
must be pushed, submodule first:
    > cd extern/ion-definitions
    > git checkout master
    > do edits...
    > git status            # Just to see what's going on
    > git commit -am "Something smart"
    > git push origin master
    > cd ../..              # To the root of coi-services
    > git commit -am "Something smarter"
    > git push

Put your services in ion/services/<subsystem>/... (subdirectories are allowed).

The ion-definition submodules approach above apply to other submodules as
well.

GIT SUBMODULE HOOKS
===================

A git hook is a script that executes during various points of using git. Some simple hooks have been written
to help automate dealing with submodules for most people. See the steps here:
http://blog.chaitanyagupta.com/2009/08/couple-of-hooks-to-make-life-easy-with.html

They do require an initial setup. Simple instructions:

Clone this repository:
    > cd /some/tmp/directory
    > git clone https://github.com/chaitanyagupta/gitutils.git

Use the provided install script:
    > sh gitutils/submodule-hooks/install.sh /path/to/your/pyon/or/coi-services/dir


The install script does the following (you can also do it manually):
    > cd /your/pyon/.git/hooks
    > cp /your/tmp/gitutils/submodule-hooks/pre-commit pre-commit
    > cp /your/tmp/gitutils/submodule-hooks/post-merge-commit post-merge
    > ln -s post-merge post-checkout
    > chmod +x post-merge post-checkout pre-commit

Now, when checking out a branch, pulling, merging etc, git will prompt you to automatically update
if it notices a change to the commit that your supermodule points to.

The pre-commit script is so you don't forget to push changes to the submodule *BEFORE* you push changes
to the supermodule.


Instrument Development Kit (IDK)
================================
There are now 4 configuration options in a new config file res/config/idk.yml
The only option you are likely to need to override is the driver_path, currently set to ion/code. Override it in idk.local.yml to the parrent directory of coi-services, pyon, and marine-integrations if they are located elsewhere.

Use driver_path: OOI
If you have the following structure.
  ~/OOI/coi-services 
  ~/OOI/pyon 
  ~/OOI/marine-integrations