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Configuring your Shareabouts web instance

Step 0: Create local_settings.py

Your local_settings.py tells Shareabouts where your map's data is stored, what flavor to use, and some other settings. Until this file exists, your map won't run.

Copy the project/local_settings.py.template file to project/local_settings.py.

If you are only running the map locally, edit the file to remove everything after the MAPQUEST_KEY. Only keep the full file if you plan on running a local API server too.

At this point, you can start your map - it will have the default settings.

Keep local_settings out of version control!

You don't want to check the API key information in to your repository, as anyone would be able to write to your data using your API key.

Step 1: Get a dataset

You'll need an account on a Shareabouts API server.

To use the OpenPlans hosted server, request a dataset and key via support@openplans.org. Your dataset will be on the OpenPlans API server, data.shareabouts.org.

Edit your local_setting.py file, update DATASET_ROOT, and DATASET_KEY. Get this info from your API server.

Troubleshooting dataset problems

If after completing setup you see a screen like this when saving or supporting a place or submitting a reply, then you probably have you dataset key set incorrectly in your settings.

Step 2: Create a flavor

A "flavor" is a particular configuration of Shareabouts.

Copy the flavors/default folder to a new subdirectory of flavors/. Name it whatever you want.

Edit your local_setting.py file, changing SHAREABOUTS_FLAVOR to the name of the flavor directory you just created.

Step 3: Edit your flavor

Your flavor directory contains a config.yml file that you will be editing throughout the rest of these instructions. Once you're done with config and local testing, deploy.

The Map

The map options are for initial map setup and match the Leaflet Map options.

Option Type Default Description
center Object None Latitude and longitude for the initial center. eg. "lat: 39.9523524" and "lng: -75.1636075"
zoom Integer None The initial zoom level.
minZoom Integer None The minimum zoom level supported.
maxZoom Integer None The maximum zoom level supported.
maxBounds Array None Restricts the map area to this bounding box, an array of arrays defining the southwest corner and the northeast corner. ie. [ [swLat, swLng], [neLat, neLng] ] or [ [39.786, -75.463], [40.118, -74.864] ]

Base Layer Options

The base_layer value configures a single TileLayer as the base layer for the map. This section is completely optional and defaults to MapBox Streets tiles based on OpenStreetMap. Common options are listed below, and all options are defined here.

Option Type Default Description
url String None The URL template to the tile server. eg. http://{s}.somedomain.com/blabla/{z}/{x}/{y}.png. See this description for details.
attribution String None The string used to describe the layer data.

Extra Layer Options

You can add additional overlays on top of your base layer. To do so, add to the "layers" array. This array should match the configuration format for Argo layer options.

A sample configuration for Argo layers can be found in the overlays flavor config file. The data used in that example can also be found in the flavor under the /static/layers/ folder.

Place Types

Shareabouts can handle multiple types of Place. To set up the types syou're interested in, edit config.yml and add items to the place_types section. Each Place value should match a location_type.

Look at the config.yml for examples of styling Places. The properties of icons are as per the Leaflet docs, see http://leafletjs.com/reference.html#icon But briefly:

The iconUrl is relative to the root of the website. Put the corresponding image file in src/sa_web/static/css/images/. The iconSize you specify in config.yml should match that of the image.

iconAnchor is measured in pixels, and specifies where relative to the map point the center of the icon is placed; useful for eg. place markers that look best sticking up from the point rather than centered on it.

Input forms

Users can do basically three things with places:

  • Create one
  • Add some information to an existing one
  • Support or Like one

All of this happens in the 'place' section of the config.yml file.

Creating places

The 'place' section of the config file starts like this:

place:
  adding_supported: true
  title: The title of the form.
  location_item_name: address

If adding_supported is set to false, users cannot add places, and can only comment on or support the places you provide.

The location_item_name attribute is used when the geocoding_enabled flag is set to true in the map config. When a user is adding a new place to the map, the location of the place will be reverse-geocoded every time they move the map. The result of that reverse-geocoding will be a string saved to the model in the location_item_name attribute. E.g., in the above example, the string will be saved in the address field of a place.

Next you can have any number of input widgets to appear on the place adding form. These go in the items subsection, under place. Each one looks like:

items:
  - prompt: Your Name
    type: text
    name: submitter_name
    optional: true
    attrs:
      - key: placeholder
        value: Type Your Name Here
      - key: size
        value: 30

The prompt is used to label the form. The type, name, and any attrs are used directly as HTML attributes. This example would generate the following HTML:

<label for="place-submitter_name">Your Name (optional)</label>
<input id="place-submitter_name type="text"
 name="submitter_name"
 size="30" placeholder="Type Your Name Here">

The optional setting can be used to indicate optional items.

  • with optional: true, the user sees (optional) added to the form label. The setting has no other effect.
  • with optional: omitted, users can leave form items blank, and will not see the (optional) label. You may prefer this if all your items are optional.

To make an item required, use the attr section to set key: required and value: true. We're using HTML5 validation, so browsers handle this differently (or not at all).

The label setting can also be used for a place item. It is used as the label for that input value when it is displayed in the place detail view after it has been saved.

NOTE There are three special place input properties: submitter_name, name, and location_type. These are specially displayed on the place detail view and therefore ignore the label setting.

Attaching images to places

You can attach images to places by configuring an input of type file. The configuration should look like this:

items:
  - inputfile_label: Add an Image
    type: file
    name: my_image
    attrs:
      - key: accept
        value: image/*

This will generate markup that looks similar to this:

<label for="place-my_image"></label>
<span class="fileinput-container ">
  <span>Add an Image</span>
  <input id="place-my_image" name="my_image" type="file" accept="image/*">
</span>

You can restyle the image input by overriding the .fileinput-container class in custom.css in your flavor.

NOTE This does not currently support multiple file inputs or inputs types other than images.

NOTE All images are proportionally resized with a max size of 800 pixels and converted to JPEGs.

Choosing a place type

If you have only one place type (see above), you'll want to specify it as a hidden input named location_type, like so:

- type: hidden
  name: location_type
  attrs:
    - key: value
      value: <your place type name goes here>

If you have more than one place type, and want your users to be able to choose which type they're adding, then use a select input, like so:

- prompt: Location Type
  type: select
  options:
    - Landmark
    - Park
    - School

Once a Place has been created, users can click on it and see a form to add more information. There are two parts to this: a simple Support section, and a section with one or more inputs to add more info. Both parts are configurable, see below.

Survey Form Configuration

The survey form is configured in the survey section. First you can configure display of existing submissions. The options you can set are:

Option Type Description
submission_type string What type of submissions these are, eg. "comments"
show_responses boolean Whether previous submissions should be shown with the form.
response_name string Label to use when displaying previous submissions.
response_plural_name string Plural label for displaying previous submissions.
action_text string For example, "commented on"

Next is the survey form itself. This is much like the Place creation form described above. You can supply an arbitrary number of form items. Here's an example:

# Survey form config
title: Leave a Comment
form_link_text: Leave a Comment
submit_btn_text: Comment
items:
  - prompt: Comment
    label: Comment
    type: textarea
    name: comment
  - prompt: Your Name
    type: text
    name: submitter_name
  - prompt: Your Email
    type: text
    name: private-submitter_email
Collecting Private Data

Sometimes you'll want to collect data from users that you don't want to make available to the world (e.g., users' email addresses). You can mark data that is meant to be private with a private- prefix. This data will be available to you through the Shareabouts admin interface, but will not be shown through in your map. See the section on survey form configuration for an example.

Support Form Configuration

This is a simple form with a single button, in the support section. The options you can set are:

Option Type Description
submission_type string Name for a type of submission a "support" is saved as, eg. "support"
submit_btn_txt string Text on the submit button itself.
action_text string Past-tense verb for display in the activity view, eg. "supported"

Translating Interface Text

The text in Shareabouts can be translated via the Django localization (translation) machinery.

To mark text in your configuration (flavor) as available to be translated, wrap the text in _( and ). For example, in the following snippet, Button Label will be available for translation, but survey_type will not:

label: _(Button Label)
type_name: survey_type

You can also translate the content in your pages. Surround any text that you would like to be translatable with {{#_}} and {{/_}}. For example:

<h2>{{#_}}About{{/_}}</h2>

To generate a translation template, run the following from your flavor directory:

<project_src_root>/manage.py flavormessages --locale en_US

Do this for each language you want your map to be available in. For the locale, use a locale name as specified in Django's documentation: https://docs.djangoproject.com/en/dev/topics/i18n/#term-locale-name

Once your messages files are generated, fill in any translations that should be made. If you leave a translation blank, the original string will be used.

To apply your translations, run the following from your flavor directory:

<project_src_root>/manage.py compilemessages

That's it! The compilemessages task is run automatically for the DotCloud deployments. For Heroku, you'll have to check the resulting .mo files in to your repository.

Choosing a Language

By default, Shareabouts will try to infer the target user's language from their browser settings. If you would like them to be able to explicitly select the interface language, you can configure a language selector in the application's title bar.

Specify the available languages by adding this section to your configuration:

languages:
  - code: en
    label: I Speak English

  - code: es
    label: Hablo Español

  - code: hi
    label: मैं हिंदी बोलते हैं

The code should be one of the ISO-639-1 language codes, and the label should be the string that you want to appear in the language selector drop-down menu. Note that the language labels should not be marked for translation, and should be written in the target language.

Don't forget to translate your interface text into each of your desired target languages.

For more information on language codes, see the Django documentation.

Pages and Links

Shareabouts allows you to create multiple static pages, linked from the top navigation bar. To create a page:

  • To add a page to the navigaton bar, first add a title, and slug to the "pages" array in config.yml. For example:

      - title: About
        slug: about
        start_page: true
    

    The start_page option allows specifying that this page should be open when people first visit the site. If omitted, it defaults to false.

  • Create the page content (as HTML). Shareabouts will look for your content in a file in your flavor called jstemplates/pages/about.html. The filename matches the slug by default. If you want to use a different name for your page file, you can specify a name attribute as well, e.g.:

      - title: About
        slug: about
        name: new
        start_page: true
    

    In this example, your file will be found at jstemplates/pages/new.html.

You can also add links to external sites to the navigation bar. To do this, simply add a title and url to the "pages" array in config.yml, and set the "external" property to "true". For example:

- title: OpenPlans
  url: http://www.openplans.org/
  external: true

NOTE Do not include <script> tags in your pages. If you want to do custom scripting from within your flavor, add your scripts to the includes template (templates/includes.html).

Email Notifications

You can turn on the ability for users to receive notifications after adding a place. In your configuration file, add the following:

notifications:
  on_new_place: true

By default, this will look for a submitter_email field on submitted places to notify. If you want to use a different field you can specify it with the submitter_email_field attribute. For example, the following will look for a private_submitter_email field:

notifications:
  on_new_place: true
  submitter_email_field: "private_submitter_email"

If you choose to use email notifications, be sure to set the following in your environment:

EMAIL_ADDRESS
EMAIL_USERNAME
EMAIL_PASSWORD
EMAIL_HOST
EMAIL_PORT
EMAIL_USE_TLS

Refer to your email provider's instructions on configuring a client for sending email with SMTP. Also, if you would like to also be notified of new places posted, you can add yourself to a BCC list for each email by setting the following variable to a comma-separated list of email addresses:

EMAIL_NOTIFICATIONS_BCC

To change the subject or body of the email that is sent to users, create templates called new_place_email_subject.txt and new_place_email_body.txt respectively in your flavor's templates/ folder. These should templates have the variables request, config, and place in the context. See the file src/sa_web/templates/new_place_email_body.txt for an example.

Styling

See Customizing the Theme

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