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INSTALL.md

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Installation

Deploy Midas as a Docker Container from the Docker Hub (Mac, Windows, Linux):

  1. Download and install the Docker Toolbox
  2. Open Kitematic on your Mac (it's installed with the Docker Toolkit), search for "open-opps", and click create: screen shot 2015-08-27 at 11 12 21 am
  3. You'll see the log of Midas starting up. (You may need to wait a minute for the application to start up.) Click the arrow next to "Web Preview" to open up Midas in your browser: screen shot 2015-08-27 at 11 13 27 am
  4. You're now running Midas in a local container and you can do all the things you'd usually do with it screen shot 2015-08-27 at 11 14 13 am screen shot 2015-08-27 at 11 14 19 am screen shot 2015-08-27 at 11 14 49 am
  5. Bonus: you can try our other branches of Midas (useful for reviewing pull requests). Get the branch name from GitHub:

screen shot 2015-08-27 at 11 16 27 am 6. Go back to "Settings" in Kitematic, set the BRANCH environment variable, and click "Save": screen shot 2015-08-27 at 11 17 08 am 7. Now on "Home", you'll see the log of Midas rebuilding with the new branch. Give it a chance to build, then relaunch the web preview to try the new branch

Step by Step Installation from Source

The following installation steps for Mac, Linux, and Windows can be used for setting up a development or production environment manually.

Mac OSX

The instructions have been tested on 10.9.2, but earlier versions likely work. Also, to follow these steps you will need:

  • the popular brew package manager
  • XCode (free via Mac AppStore)

In the Terminal:

brew install postgresql
brew install graphicsmagick

When Homebrew is done installing Postgres, follow the instructions at the end to start Postgres.

Next, create the midas database:

initdb /usr/local/var/postgresql

Once you're done installing you'll see two options: Success. You can now start the database server using:

postgres -D /usr/local/var/postgresql
or
pg_ctl -D /usr/local/var/postgresql -l logfile start

When you run either of these commands it will start running the server. It's best to choose the first choice (postgres -D /usr/local/var/postgresql) so if you work on a different tab in your terminal the server will keep running. Next in the Terminal:

createdb midas

Start the postgres console acting on the midas database with: psql midas

CREATE USER midas WITH PASSWORD 'midas';
GRANT ALL PRIVILEGES ON DATABASE midas to midas;
ALTER SCHEMA public OWNER TO midas;
\q

Install node.js. As of Feb 2015 Node.js has moved to 0.12 for its stable version. But many dependencies, especially native compiled packages, don't work with 0.12 yet. So consider running Node.js 0.10. Consider using nvm to manage Node versions. Once installed and sourced into your environment nvm can handle manage versions.

So back to the command line. We assume that nvm is installed and set up (added to .bashrc or equivalent).

nvm install 0.10
nvm alias default 0.10
nvm version             # should be something like v0.10.38

Then follow platform-independent steps below starting at clone the git repository.

Linux (Ubuntu 12.04 LTS)

Set your system's timezone to UTC

 sudo echo "UTC" | sudo tee /etc/timezone
 sudo dpkg-reconfigure --frontend noninteractive tzdata

Get prerequisite packages

 sudo apt-get install -y python-software-properties python g++ make git

Install Postgres 9.2+ and remove any Ubuntu installed earlier version

 sudo add-apt-repository -y ppa:pitti/postgresql
 sudo apt-get update
 sudo apt-get remove postgresql
 sudo apt-get remove postgresql-9.1
 sudo apt-get remove postgresql-client-9.1
 sudo apt-get remove postgresql-doc-9.1
 sudo rm -rf /etc/postgresql/9.1
 sudo apt-get install -y --force-yes postgresql-9.2
 sudo apt-get install -y --force-yes postgresql-server-dev-9.2

After installing postgres, you may want to modify the configuration settings so that local applications can make connections to the database server.

Modify pg_hba.conf in /etc/postgresql/*/main (- is for lines to be removed and + is for lines to be added, like a diff):

 # "local" is for Unix domain socket connections only
 -local   all             all                                     peer
 +local   all             all                                     md5

For connections outside localhost, modify postgresql.conf:

 -#listen_addresses = 'localhost'
 +listen_addresses = '*'

AND modify pg_hba.conf:

 # IPv4 local connections:
 -host    all             all             127.0.0.1/32            md5
 +hostssl    all             all             0.0.0.0/0               md5

Create the database

 sudo -u postgres createdb midas
 sudo -u postgres psql -c "CREATE USER midas WITH PASSWORD 'midas';"
 sudo -u postgres psql -c "GRANT ALL PRIVILEGES ON DATABASE midas to midas;"
 sudo -u postgres psql -c "ALTER SCHEMA public OWNER TO midas;" midas

Install node.js

 sudo add-apt-repository -y ppa:chris-lea/node.js
 sudo apt-get update
 sudo apt-get install nodejs

Install GraphicsMagick

 sudo apt-get install graphicsmagick

Windows (Windows 2008 Server)

Install Visual C++ 2008 x64 or x86 Redistributable Package

Runtime 64 or Runtime 32

Reboot server once finished

Install/Configure Postgres 9.2+ via windows msi installer

PostgreSQL

Establish admin user account during the wizard and verify that PostgreSQL is running as a service

Open pgAdmin

Create database 'midas', user account 'midas' with password 'midas', and assign user 'midas' full rights to administer DB 'midas'

Install Node.js via Windows MSI, select all available add-ons

Note that currently Midas has a dependency on nodejs version .10+ and is not tested to work with .11 or .12, do not attempt to install a version higher than node ver .10.38

Node.js

Install GraphicsMagick

GraphicsMagick

Select Q8 version along with latest corresponding to 32 bit vs. 64 bit OS

Set System Path Variables

Go to Control Panel -> System -> Advanced System Settings -> Environment Variables Find "Path" Variable in System Variables table and double click to edit it. Make sure it contains all of the following parts (in addition to anything else) separated by a semi-colon.

DRIVE:\program files\graphicsmagick-1.3.18-q8;
(or similar, depending on your graphicsmagick version)
DRIVE:\Program Files\nodejs\;

Save.

All Platforms

Clone the git repository.

 git clone https://github.com/18F/midas.git
 cd midas

Install midas node packages (from the midas git folder)

Then run the normal npm package installer

 npm install

Optional: Edit the configuration files

It is not necessary to edit any config files to run the demo locally. You may optionally edit the config files that you made copies of above, or the front-end configuration (from the root directory):

 cd assets/js/backbone/config
 vi tag.js
 vi login.json

tag.js specifies the tags that the frontend understands and stores in the backend.

login.json specifies the login options available on the frontend, and must have a corresponding backend component or configuration enabled (see config/settings/auth.ex.js).

Setup the database

From the root of the midas directory, initialize the database:

 npm run migrate
 npm run init

Please note, run npm run init once per database, otherwise you'll see an error. If you get an error you can skip that step.

If you'd like to include a sample project and users, also run:

 npm run demo

This also creates a handful of initial users. By default all those users are disabled, and none are admin. It's usually helpful to have at least one admin user (we picked "Alan Barret") so these commands are helpful:

 psql midas
 update midas_user set disabled='f';
 update midas_user set "isAdmin"='t' where username='[email protected]';

Note the quotes around "isAdmin". Postgres by default lowercases all non-keywords, which includes column names. This doesn't play nicely with our schema.

Now you are ready to rock!


For development

Run the tests (all should pass)

npm test

Run the server

npm start

Go to http://localhost:1337 to see the app

Check out the Contributor's Guide for next steps

Troubleshooting

On Mac OSX, you may receive a stream of

Error: EMFILE, too many open files

messages after running npm start. This is an issue with OSX and Grunt; there are directions to fix the issue here or here.


For production

Compile production JS and CSS (from the midas git folder)

 npm run build

Initialize the database

The database needs to be populated with the tag defaults for your application's configuration.

Edit the configuration file at test/init/init/config.js to match your tags in assets/js/backbone/components/tag.js

Start the forever server (from the midas git folder)

Install forever with from npm:

 sudo npm install -g forever

This will run the application server on port 1337

 forever start app.js --prod

You can now access the server at http://localhost:1337

Optional: install nginx

 sudo add-apt-repository -y ppa:nginx/stable
 sudo apt-get update
 sudo apt-get install nginx

Configure nginx with the files in the tools folder. Use the SSL config file if you want to enable SSL, but be sure to set your SSL key.

 cd tools/nginx
 sudo cp sites-enabled.default /etc/nginx/sites-enabled/default
 sudo service nginx restart

With the application server running and nginx running, you should now be able to access the application at http://localhost


Host and Configure Application

If hosting on an on-line server

Follow instructions as above in Linux Install Guide to retrieve necessary files from GitHub.

Install NPM Modules as directed above.

If hosting on an off-line server

Retrieve Midas from GitHub as above on an online pc. Install NPM modules as directed. Copy to offline server your local npm_modules directory (in project home) as well as the contents of the directory found in Users/YOUR_USER_NAME/AppData/Roaming/npm to corresponding locations on offline-server.

Starting Midas

Navigate to Midas directory via windows cmd.exe prompt

Enter the following commands

npm install

Start Midas with

 npm start

You can now access the server at http://localhost:1337