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diff --git a/notes/INSTALL.pod b/notes/INSTALL.pod new file mode 100644 index 000000000..a5375f272 --- /dev/null +++ b/notes/INSTALL.pod @@ -0,0 +1,261 @@ +=head1 Installing FixMyStreet + +=head1 DOWNLOADING + +Fetch the latest version from L<github|http://github.com/mysociety/fixmystreet> + +At the moment the best way is to clone it using git: + + git clone https://github.com/mysociety/fixmystreet.git + +You'll then need to install mySociety's common library of code by running the +following command from inside the fixmystreet directory: + + git submodule update --init + +=head1 REQUIREMENTS + +On the server you are installing FixMyStreet on you will need the following things: + +=head2 Software requirements + +=over + +=item * + +PostgreSQL and the PostGis extension + +=item * + +Perl 5.8 or above + +=item * + +ImageMagick and the perl bindings. + +=item * + +A webserver that supports FastCGI + +=item * + +gettext + +=item * + +The CSS for FixMyStreet is generated from SCSS sources so you will need a SCSS +to CSS convertor. You can get one from L<http://sass-lang.com/> + +=back + +If you're expecting a lot of traffic it's recommended that you install L<memcached|http://memcached.org/> + +If you are using a Debian based linux distribution there is a list of relevant +packages in C<conf/packages>. + +=head2 Service dependencies + +For most uses of FixMyStreet you'll also need access to a MaPit server with +data for the types of bodies you are reporting issues to. For more details on +how to install MaPit see the L<mapit pypi page|http://pypi.python.org/pypi/django-mapit/> + +You will also need a Tile Server to serve up Map tiles. FixMyStreet can use +Google, Bing and OpenStreetMap Tile servers. + +Finally, you will need a geolocation service to turn addresses into longitude +and latitudes. FixMyStreet currently includes code to use both Bing and Google +geolocation services. + +=head1 DETAILED INSTALLATION INSTRUCTIONS + +=head2 Unpacking the Code + +Once you've downloaded the code you should unpack it. The best place to do this +is in the location you want the web server vhost to be. + +=head2 Creating the database + +The default settings file assumes the database is called fms and the user the same. +You can change these if you like. + +The database you create for FixMyStreet should be a PostGis enabled one. The best way +to do this is to use a PostGIS template database. There are good instructions on how +to create one L<on the django site|https://docs.djangoproject.com/en/dev/ref/contrib/gis/install/#spatialdb-template> +as well as some bash scripts that automate the process. + +=head2 Set up the database + +Once you've created the database you can use the sql in C<db/schema.sql> to create the required +tables, triggers and stored procedures. You will also need to run +C<db/alert_types.sql> which +populates the alert_types table. + +=head2 Install Perl modules + +FixMyStreet uses a number of CPAN modules which are installed by the +C<install_perl_modules> script. This will install them into a directory +called local. + +It uses cpanminus and Carton under the hood but should install these +of they are missing. You may need to install some source packages to +allow some of the included modules to be built, including: + +=over + +=item expat + +=item Postgresql + +=item The GMP math library + +=back + +You will also need a development toolchain in place ( gcc, make etc ) + +If you need to add a module manually you can do it using: + + ./bin/cron_wrapper ./local/bin/carton install Module::To::Add + +which will install the module into the local directory + +=head2 Set up Webserver + +It is recommended that you run FixMyStreet using FastCGI. It should also be +possible to run it using Plack/PSGI. + +There is an example Apache vhost configuration file on C<conf/httpd.conf-example> +which you can copy and update the paths in if you are running FixMyStreet under +FastCGI. + +If you are using Apache and the sample configuration you will need the following +modules enabled: + +=over + +=item * + +mod_rewrite + +=item * + +mod_proxy + +=item * + +mod_expires + +=item * + +mod_fastcgi + +=back + +=head1 SETTINGS + +The settings for FixMyStreet are defined in C<conf/general.yml> using the YAML +markup language. There are some defaults in C<conf/general.yml-example> which +you should copy to C<conf/general.yml>. + +The bare minimum of settings you will need to fill in or update are: + +=over + +=item FMS_DB_PASS + +This is the password for the database. + +=item BASE_URL + +The URL for the homepage of your FixMyStreet install. + +=item EMAIL_DOMAIN + +The email domain that emails will be sent from + +=item CONTACT_EMAIL + +The email address to be used on the site for the contact us form. + +=item STAGING_SITE + +If this is 1 then all email ( alerts and reports ) will be sent to the +contact email address. Use this for development sites. + +=item UPLOAD_CACHE + +This is the location where imaged will be stored as they are being uploaded. +It should be accessible by and writeable by the FixMyStreet process. + +=item GEO_CACHE + +This is the location where Geolocation data will be cached. +It should be accessible by and writeable by the FixMyStreet process. + +=back + +If you are using Bing or Google maps you should also set one of +BING_MAPS_API_KEY or GOOGLE_MAPS_API_KEY. + +If you are using a MaPit install you should update MAPIT_URL. + +=head2 Generate CSS + +There is a script, bin/make_css, that uses L<sass|http://sass-lang.com/> to +convert the SCSS files to CSS files. + +=head2 Restart the webserver + +At this point you be able to restart the webserver and see your FixMyStreet +installation at the configured URL. + +=head2 Cron jobs + +There is an example crontab in conf/crontab.ugly. At the moment this is in +the format used by mySociety's internal deployment tools. To convert this to +a valid crontab the following should be done: + +=over + +=item * + +Replace C<!!(*= $user *)!!> with the name of the user the cron should run under + +=item * + +Replace C<!!(* $vhost *)!!> with the path to the FixMyStreet code. + +=back + +=head2 Check it's working + +You can run the unit tests using C<prove -r t> in the FixMyStreet directory. Note +that this may leave entries in your database at the moment and should not be run +on a live site. + +=head2 Next Steps + +The admin site should be protected using HTTP AUTH. + +Customise your install using Templates, CSS and a Cobrand module. See L<notes/customisation.pod> +for details. + +Add contact details for authorities and categories using the admin interface. + +Add authority data to the MaPit install if required. + +=head1 COMMON PROBLEMS + +=head2 locale + +By default FixMyStreet uses the en_GB.UTF-8 locale. If it is not installed then +it may not start + +=head2 Template caching + +FixMyStreet caches compiled templates alongside the source files so the templates +directory needs to be writable by the process that is running FixMyStreet. + +=head2 Image::Magick perl module + +If your OS has a way to install a binary version of Image::Magick then it's recommended +that you do that rather than install via CPAN. |