docs: Add initial documentation
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docs/dev/deployment.rst
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docs/dev/deployment.rst
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.. highlight:: none
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**********
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Deployment
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**********
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There are different ways to deploy ILMO. We support an ansible+docker based deployment and manual installation.
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Ansible deployment
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==================
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ILMO can be deployed with the `ilmo-ansible-role <https://github.com/moan0s/ansible-role-ilmo>`_ that is based on the
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official ILMO docker image. This role will only install ilmo itself. If you want a complete setup that includes a
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database and a webserver with minimal configuration you can use the
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`mash-playbook <https://github.com/mother-of-all-self-hosting/mash-playbook>`_ by following `it's documentation
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on ILMO <https://github.com/mother-of-all-self-hosting/mash-playbook/blob/main/docs/services/ilmo.md>`_.
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Manual Deployment
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=================
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This guide describes the installation of a installation of ILMO from source. It is inspired by this great guide from
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pretix_.
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.. warning:: Even though this guide tries to make it as straightforward to run ILMO, it still requires some Linux experience to
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get it right. If you're not feeling comfortable managing a Linux server, check out a managed service_.
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This guide is tested on **Ubuntu20.04** but it should work very similar on other modern systemd based distributions.
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Requirements
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------------
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Please set up the following systems beforehand, it will not be explained here in detail (but see these links for external
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installation guides):
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* A SMTP server to send out mails, e.g. `Postfix`_ on your machine or some third-party server you have credentials for
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* A HTTP reverse proxy, e.g. `nginx`_ or Traefik to allow HTTPS connections
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* A `PostgreSQL`_ database server
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Also recommended is, that you use a firewall, although this is not a ILMO-specific recommendation. If you're new to
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Linux and firewalls, it is recommended that you start with `ufw`_.
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.. note:: Please, do not run ILMO without HTTPS encryption. You'll handle user data and thanks to `Let's Encrypt`_
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SSL certificates can be obtained for free these days.
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Unix user
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---------
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As we do not want to run ilmo as root, we first create a new unprivileged user::
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# adduser ilmo --disabled-password --home /var/ilmo
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In this guide, all code lines prepended with a ``#`` symbol are commands that you need to execute on your server as
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``root`` user (e.g. using ``sudo``); all lines prepended with a ``$`` symbol should be run by the unprivileged user.
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Database
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--------
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Having the database server installed, we still need a database and a database user. We can create these with any kind
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of database managing tool or directly on our database's shell. Please make sure that UTF8 is used as encoding for the
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best compatibility. You can check this with the following command::
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# sudo -u postgres psql -c 'SHOW SERVER_ENCODING'
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For PostgreSQL database creation, we would do::
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# sudo -u postgres createuser ilmo
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# sudo -u postgres createdb -O ilmo ilmo
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# su ilmo
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$ psql
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> ALTER USER ilmo PASSWORD 'strong_password';
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Package dependencies
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--------------------
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To build and run ilmo, you will need the following debian packages::
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# apt-get install git build-essential python-dev python3-venv python3 python3-pip \
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python3-dev
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Config file
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-----------
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We now create a config directory and config file for ilmo::
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# mkdir /etc/ilmo
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# touch /etc/ilmo/ilmo.cfg
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# chown -R ilmo:ilmo /etc/ilmo/
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# chmod 0600 /etc/ilmo/ilmo.cfg
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Fill the configuration file ``/etc/ilmo/ilmo.cfg`` with the following content (adjusted to your environment)::
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[ilmo]
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instance_name=My library
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url=https://ilmo.example.com
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[database]
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backend=postgresql
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name=ilmo
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user=ilmo
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[locations]
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static=/var/ilmo/static
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[mail]
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; See config file documentation for more options
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; from=ilmo@example.com
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; host=127.0.0.1
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; user=ilmo
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; password=foobar
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; port=587
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[security]
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; See https://securitytxt.org/ for reference
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;Contact=
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;Expires=
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;Encryption=
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;Preferred-Languages=
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;Scope=
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;Policy=
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Install ilmo as package
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------------------------
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Now we will install ilmo itself. The following steps are to be executed as the ``ilmo`` user. Before we
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actually install ilmo, we will create a virtual environment to isolate the python packages from your global
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python installation::
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$ python3 -m venv /var/ilmo/venv
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$ source /var/ilmo/venv/bin/activate
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(venv)$ pip3 install -U pip setuptools wheel
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We now clone and install ilmo, its direct dependencies and gunicorn::
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(venv)$ git clone https://github.com/moan0s/ILMO2
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(venv)$ cd ILMO2/src/
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(venv)$ pip3 install -r requirements.txt
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(venv)$ pip3 install -e .
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Note that you need Python 3.6 or newer. You can find out your Python version using ``python -V``.
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Finally, we compile static files and create the database structure::
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(venv)$ ./manage.py collectstatic
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(venv)$ ./manage.py migrate
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(venv)$ django-admin compilemessages --ignore venv
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Start ilmo as a service
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-------------------------
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You should start ilmo using systemd to automatically start it after a reboot. Create a file
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named ``/etc/systemd/system/ilmo-web.service`` with the following content::
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[Unit]
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Description=ilmo web service
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After=network.target
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[Service]
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User=ilmo
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Group=ilmo
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Environment="VIRTUAL_ENV=/var/ilmo/venv"
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Environment="PATH=/var/ilmo/venv/bin:/usr/local/bin:/usr/bin:/bin"
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ExecStart=/var/ilmo/venv/bin/gunicorn ilmo.wsgi \
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--name ilmo --workers 5 \
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--max-requests 1200 --max-requests-jitter 50 \
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--log-level=info --bind=127.0.0.1:8345
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WorkingDirectory=/var/ilmo
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Restart=on-failure
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[Install]
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WantedBy=multi-user.target
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You can now run the following commands to enable and start the services::
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# systemctl daemon-reload
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# systemctl enable ilmo-web
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# systemctl start ilmo-web
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SSL
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---
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The following snippet is an example on how to configure a nginx proxy for ilmo::
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server {
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listen 80;
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listen [::]:80;
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if ($scheme = http) {
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return 301 https://$server_name$request_uri;
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}
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#
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listen 443 ssl;
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listen [::]:443 ssl;
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ssl_certificate /etc/letsencrypt/live/ilmo.example.com/cert.pem;
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ssl_certificate_key /etc/letsencrypt/live/ilmo.example.com/privkey.pem;
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ssl_protocols TLSv1.2 TLSv1.3;
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ssl_ciphers HIGH:!aNULL:!MD5;
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# Set header
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add_header X-Clacks-Overhead "GNU Terry Pratchett";
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add_header Permissions-Policy interest-cohort=(); #Anti FLoC
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add_header Referrer-Policy same-origin;
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add_header X-Content-Type-Options nosniff;
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server_name ilmo.example.com;
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location / {
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proxy_pass http://localhost:8345;
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proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
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proxy_set_header X-Forwarded-Proto https;
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proxy_set_header Host $http_host;
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}
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location /static/ {
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alias /var/ilmo/static/;
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access_log off;
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expires 365d;
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add_header Cache-Control "public";
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}
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}
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We recommend reading about setting `strong encryption settings`_ for your web server.
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Next steps
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----------
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Yay, you are done! You should now be able to reach ilmo at https://ilmo.example.com/
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Updates
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-------
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.. warning:: While we try hard not to break things, **please perform a backup before every upgrade**.
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To upgrade to a new ilmo release, pull the latest code changes and run the following commands::
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$ source /var/ilmo/venv/bin/activate
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(venv)$ git pull
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(venv)$ pg_dump ilmo > ilmo.psql
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(venv)$ python manage.py migrate
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(venv)$ django-admin compilemessages --ignore venv
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# systemctl restart ilmo-web
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.. _Postfix: https://www.digitalocean.com/community/tutorials/how-to-install-and-configure-postfix-as-a-send-only-smtp-server-on-ubuntu-16-04
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.. _nginx: https://botleg.com/stories/https-with-lets-encrypt-and-nginx/
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.. _Let's Encrypt: https://letsencrypt.org/
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.. _MySQL: https://dev.mysql.com/doc/refman/5.7/en/linux-installation-apt-repo.html
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.. _PostgreSQL: https://www.digitalocean.com/community/tutorials/how-to-install-and-use-postgresql-on-ubuntu-20-04
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.. _redis: https://blog.programster.org/debian-8-install-redis-server/
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.. _ufw: https://en.wikipedia.org/wiki/Uncomplicated_Firewall
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.. _strong encryption settings: https://mozilla.github.io/server-side-tls/ssl-config-generator/
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.. _service: hyteck.de/services
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.. _pretix: https://docs.pretix.eu/en/latest/admin/installation/manual_smallscale.html
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