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authorMarcello Stanisci <marcello.stanisci@inria.fr>2017-05-31 10:11:32 +0200
committerMarcello Stanisci <marcello.stanisci@inria.fr>2017-05-31 10:12:09 +0200
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starting "onboarding" documentation
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+@node Standalone deployment
+@section Standalone deployment
+
+
+This tecnique aims to set a thorough Taler installation up on a
+machine whose nginx configuration is configured by config files
+from @indicateurl{https://git.taler.net/deployment.git/tree/etc/nginx}.
+
+This installation assumes that all the steps are run with @code{$HOME}
+as @code{$CWD}.
+
+The first step is to fetch the @cite{deployment} repository, which hosts all
+the needed scripts.
+
+@example
+# Adapt the repository's URI to your needs.
+$ git clone /var/git/deployment.git/
+@end example
+
+The next step is to fetch all the codebases from all the components.
+
+@example
+$ ./deployment/bootstrap-standalone
+@end example
+
+If the previous step succeeded, a file named @code{activate} should be now
+in the @code{$CWD}. It contains environmental definitions for @code{$PATH} and
+database names.
+
+@cartouche
+@quotation Note
+Please @emph{ignore} the output from the previous script when it succeeds,
+which is
+
+@quotation
+
+@example
+WARNING: enabling "trust" authentication for local connections
+You can change this by editing pg_hba.conf or using the option -A, or
+--auth-local and --auth-host, the next time you run initdb.
+
+Success. You can now start the database server using:
+
+/usr/lib/postgresql/9.5/bin/pg_ctl -D talerdb -l logfile start
+@end example
+
+The reason is that this message is generated by Postgresql's utilities and
+you never need to start your database manually; it will be started by the
+init script that launches all the Taler processes.
+@end quotation
+@end quotation
+@end cartouche
+
+Now we need to compile and install all the downloaded codebases.
+
+@example
+# We first update `@w{`}$PATH`@w{`}, in order to make all the compilation
+# and configuration utilities available.
+$ source activate
+
+# Double check if the previous step worked: $PATH should
+# contain $HOME/local/bin.
+$ echo $PATH
+
+# The actual compilation:
+$ taler-deployment-build
+@end example
+
+The following step will generate config files for all the components.
+Please @strong{note} that although a default currency will be picked up by the
+script, it is possible to have a custom currency by setting the environment
+variable @code{TALER_CONFIG_CURRENCY} to the wanted currency, and then running
+the config generator.
+
+@example
+$ taler-deployment-config-generate
+@end example
+
+whereas the following one will place signatures inside wireformat JSON
+files.
+
+@example
+$ taler-deployment-config-sign
+@end example
+
+The next step is to generate @cite{signkeys} and @cite{denomkeys}.
+Note that it will also get the denomkeys signed by the (local mock)
+auditor.
+
+@example
+$ taler-deployment-keyup
+@end example
+
+@c An error of "invalid currency name" might be related to the current
+@c policy of 12-chars limit for currency names; which is likely going to
+@c be changed.
+
+It may be necessary to define database tables for the exchange. The
+following command does that.
+
+Note that you have to manually start the database, with the following
+command.
+
+@example
+taler-deployment-arm -s
+taler-deployment-arm -i taler-postrges-standalone
+@end example
+
+@example
+# Erase all the data!
+$ taler-exchange-dbinit -r
+@end example
+
+As of the merchant backend, it creates tables at launch time, so it is
+not required to define tables before launching it. @cite{However}, if some
+table's definition changed over the time, and there is a need to force
+a redefinition of tables, then the following command accomplishes that
+for the merchant:
+
+@example
+# Erase all the data!
+$ taler-merchant-dbinit -r
+@end example
+
+If all previous steps succeeded, it is now possible to launch all the
+processes. That is accomplished by the following command:
+
+@example
+$ taler-deployment-start
+@end example
+
+@cartouche
+@quotation Note
+Please make sure your nginx works correctly with its configuration
+at @code{<DEPLOYMENT-REPO>/etc/nginx}.
+@end quotation
+@end cartouche
+
+@node Deployment on demo.taler.net
+@section Deployment on demo.taler.net
+
+This section describes how to upgrade the exchange deployment on the
+@url{taler.net} Web site. Here, the deployment scripts include a
+``stable'' setup at @url{demo.taler.net} and an ``experimental'' setup
+at @url{test.taler.net}. This section documents the steps for moving
+the ``experimental'' logic to the ``stable'' site. It is mostly
+useful for administrators of @url{taler.net}, but given that all of
+the configuration files are public, it may also make a good starting
+point for others.
+
+
+First, make sure that the deployment @emph{AND} the deployment scripts work on the @cite{test.taler.net} deployment.
+
+For all repositories that have a separate stable branch (currently exchange.git,
+merchant.git, merchant-frontends.git, bank.git, landing.git) do:
+
+@example
+$ cd $REPO
+$ git pull origin master stable
+$ git checkout stable
+
+# option a: resolve conflicts resulting from hotfixes
+$ git merge master
+$ ...
+
+# option b: force stable to master
+$ git update-ref refs/heads/stable master
+
+$ git push # possibly with --force
+
+# continue development
+$ git checkout master
+@end example
+
+Log into taler.net with the account that is @emph{not} active by looking
+at the @cite{sockets} symlink of the @cite{demo} account.
+
+The following instructions wipe out the old deployment completely.
+
+@example
+$ ls -l ~demo/sockets
+
+[...] sockets -> /home/demo-green/sockets/
+@end example
+
+In this case, @cite{demo-green} is the active deployment, and @cite{demo-blue} should be updated.
+After the update is over, the @cite{/home/demo/sockets} symlink will be pointed to @cite{demo-blue}.
+
+@example
+# Remove all existing files
+$ find $HOME -exec rm -fr @{@} \;
+
+$ git clone /var/git/deployment.git
+$ ./deployment/bootstrap-bluegreen demo
+
+# set environment appropriately
+$ . activate
+$ taler-deployment-build
+
+# upgrade the database! this
+# process depends on the specific version
+
+$ taler-deployment-start
+
+# look at the logs, verify that everything is okay
+@end example
+
+Now the symlink can be updated.