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PRODUCTION-INSTALL.md

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CommCare HQ in Production

This is a complete guide for setting up a production deployment of CommCare HQ on Ubuntu 12.04 LTS. It has only been tested on 32-bit Ubuntu.

Doing this highly discouraged unless you have a specific reason for not using CommCareHQ.org, because it requires a lot of knowledge and work to set up, let alone keep up-to-date with new features and bugfixes.

The steps used here are almost identical to those used by india.commcarehq.org, which is a single-server deployment of CommCare HQ. For more complicated deployment needs, contact Dimagi.

Create a new superuser

Log in to your server and create a new superuser to run CommCare HQ and its helper processes:

sudo adduser cchq
sudo adduser cchq sudo

Install dependencies

As any superuser, run the following commands in order to install all of the dependencies for HQ. As noted at the top of install.sh, you need to download the tar.gz for the latest JDK 7 for your architecture from http://www.oracle.com/technetwork/java/javase/downloads/index.html and save the file as jdk.tar.gz in the same directory before running install.sh.

wget https://raw.github.com/dimagi/commcare-hq/master/install.sh
chmod +x install.sh
./install.sh

If the script asks you to choose a Java installation, be sure to select the option for /usr/lib/jvm/jdk1.7.0.

Create a CouchDB database

curl -X PUT http://localhost:5984/commcarehq

Define a server configuration

Now, switch to your local machine.

First we'll install Git and Fabric, which lets you manage your remote deploy by running commands over SSH.

sudo apt-get install git python-pip
sudo pip install --upgrade pip
sudo pip install fabric

You should clone the official CommCare HQ repo located at https://github.com/dimagi/commcare-hq in order to modify the configuration for your server. You can either create a fork on Github or just clone the repo and maintain a fork locally.

git clone git://github.com/dimagi/commcare-hq.git
cd commcare-hq

Next, edit fabfile.py to add a new task definition for your server:

@task
def myserver():
    env.environment = 'myserver'
    env.sudo_user = 'cchq'   # change this if you used a different username
    env.hosts = ['<my server ip>']
    env.user = prompt("Username: ", default=env.user)
    env.django_port = '8001'

    _setup_path()

    env.roledefs = {
        'couch': [],
        'pg': [],
        'rabbitmq': [],
        'django_celery': [],
        'django_app': [],
        'django_public': [],
        'django_pillowtop': [],
        'formsplayer': [],
        'remote_es': [],
        'staticfiles': [],
        'lb': [],
        'deploy': [],

        'django_monolith': ['<my server ip>'],
    }
    env.roles = ['django_monolith']
    env.es_endpoint = 'localhost'

Replace both occurrences of myserver above with a name for your deployment and both occurences of <my server ip> with the IP address of your server.

Create Postgres user and database

Now we will run our first fabric task. For all fabric tasks, be sure to specify the name of the user you created above when prompted for a username.

This will prompt you for a password to create a cchq Postgres user (or whatever username you have specified as env.sudo_user), and create a commcare-hq_myserver database on the remote server by SSH-ing in and running the necessary commands.

fab myserver create_pg_user fab myserver create_pg_db

Set up code checkouts, virtualenvs, and apache config

This will clone the codebase on the remote server, set up a virtualenv for all of the necessary Python packages, and install them. Then it will create and enable an Apache configuration file that makes Apache handle requests for static files and delegate the rest to the Django process.

fab myserver bootstrap

Edit localsettings.py

Log in to the remote server as the user you created and edit /home/cchq/www/myserver/code_root/localsettings.py to set your Django database settings. The relevant part should look something like this (where myserver is the name you used above):

DATABASES = {
    'default': {
        'ENGINE': 'django.db.backends.postgresql_psycopg2',
        'NAME': 'commcare-hq_myserver',
        'USER': 'cchq',  # change this if you used a different username
        'PASSWORD': '<password you used in create_pg_user',
        'HOST': 'localhost',
        'PORT': '5432'
    }
}

COUCH_HTTPS = False
COUCH_SERVER_ROOT = '127.0.0.1:5984'
COUCH_USERNAME = ''
COUCH_PASSWORD = ''
COUCH_DATABASE_NAME = 'commcarehq'

Also make sure that the directory or directories containing LOG_FILE and DJANGO_LOG_FILE exist and are writeable by the cchq user.

The default localsettings is configured for HTTPS. We don't currently provide any support for setting up the SSL certificates required to use HTTPs. Most things will work without changing these settings, but some things will break if you have HTTPS configured without an SSL certificate. In order to avoid this, edit localsettings.py and ensure that DEFAULT_PROTOCOL is http and not https.

Sync HQ with databases

While still logged in to the remote server, navigate to code_root/ and execute all of the commands from Set up your django environment in the main README, except instead of ./manage.py, use the full path of the Python binary for the production virtualenv. For example:

/home/cchq/www/myserver/python_env/bin/python manage.py syncdb --noinput

Note that for the touchforms localsettings, it should correspond to whatever env.django_port is for the environment you added the the fabfile, so localhost:8001 in this instance.

Once you have a completed localsettings.py (the one in code_root, not the one in touchforms/backend/ mentioned in the README), be sure to copy it to /home/cchq/www/myserver/code_root_preindex/localsettings.py.

Configure Supervisor

We use Supervisor to start and manage all of the helper processes for HQ. Supervisor and its upstart script are automatically installed by install.sh, but we need to configure supervisor with our process definitions. To do this, edit /etc/supervisord.conf on the remote machine and replace the last two lines

;[include]
;files = relative/directory/*.ini

with

[include]
files = /home/cchq/services/supervisor/*.conf

Then run

sudo supervisorctl reload

Start HQ

Back on your local machine, run the following from your local checkout:

fab myserver preindex_views
fab myserver deploy

The last part of the deploy (services_restart) will fail due to our inability to reproduce some implicit fact about our production setup on CommCareHQ.org that allows it succeed there. To deal with this, just log in to the remote server and run the following after every deploy:

sudo supervisorctl stop all
sudo supervisorctl update
sudo supervisorctl reload
sudo supervisorctl start all

You can see the status of all HQ processes by running sudo supervisorctl status. Some processes which aren't necessary in a single-server deployment may have failed because we didn't bother to set them up.

Congrats!

You now have a working production installation of CommCare HQ.

There may be additional changes necessary to localsettings.py in order to enable certain features like SMS sending.

See the bottom of the README for instructions on how to enable building CommCare mobile apps from CommCare HQ (remember to use the full path to the Python binary for the code_root virtualenv when running manage.py commands).