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INSTALL.rst

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Installation

The project is developed in Python using the Django framework. There are 3 sections below, focussing on developers, running the project using Docker and hints for running the project in production.

Development

Prerequisites

You need the following libraries and/or programs:

Getting started

Developers can follow the following steps to set up the project on their local development machine.

  1. Navigate to the location where you want to place your project.

  2. Get the code:

    $ git clone [email protected]:open-formulieren/open-forms.git
    $ cd open-forms
  3. Install all required libraries.

    $ virtualenv env
    $ source env/bin/activate
    $ pip install -r requirements/dev.txt
  4. Install and build the frontend libraries:

    $ npm ci
    $ npm run build
  5. Activate your virtual environment and create the statics and database:

    $ python src/manage.py collectstatic --link
    $ python src/manage.py migrate
  6. Create a superuser to access the management interface:

    $ python src/manage.py createsuperuser
  7. You can now run your installation and point your browser to the address given by this command:

    $ python src/manage.py runserver
  8. Create a .env file with database settings. See dotenv.example for an example.

    $ cp dotenv.example .env

Note: If you are making local, machine specific, changes, add them to src/openforms/conf/local.py. You can base this file on the example file included in the same directory.

Note: You can run watch-tasks to compile Sass to CSS and ECMA to JS using npm run watch.

Update installation

When updating an existing installation:

  1. Activate the virtual environment:

    $ cd open-forms
    $ source env/bin/activate
  2. Update the code and libraries:

    $ git pull
    $ pip install -r requirements/dev.txt
    $ npm install
    $ npm run build
  3. Update the statics and database:

    $ python src/manage.py collectstatic --link
    $ python src/manage.py migrate

Testsuite

To run the test suite:

$ python src/manage.py test openforms

Configuration via environment variables

A number of common settings/configurations can be modified by setting environment variables. You can persist these in your local.py settings file or as part of the (post)activate of your virtualenv.

  • SECRET_KEY: the secret key to use. A default is set in dev.py
  • DB_NAME: name of the database for the project. Defaults to openforms.
  • DB_USER: username to connect to the database with. Defaults to openforms.
  • DB_PASSWORD: password to use to connect to the database. Defaults to openforms.
  • DB_HOST: database host. Defaults to localhost
  • DB_PORT: database port. Defaults to 5432.
  • SENTRY_DSN: the DSN of the project in Sentry. If set, enabled Sentry SDK as logger and will send errors/logging to Sentry. If unset, Sentry SDK will be disabled.

Docker

The easiest way to get the project started is by using Docker Compose.

  1. Clone or download the code from Github in a folder like open-forms:

    $ git clone [email protected]:open-formulieren/open-forms.git
    Cloning into 'open-forms'...
    ...
    
    $ cd open-forms
  2. Start the database and web services:

    $ docker-compose up -d
    Creating open-forms_db_1 ... done
    Creating open-forms_redis_1 ... done
    Creating open-forms_web_1 ... done

    It can take a while before everything is done. Even after starting the web container, the database might still be migrating. You can always check the status with:

    $ docker logs -f open-forms_web_1
  3. Create an admin user and load initial data. If different container names are shown above, use the container name ending with _web_1:

    $ docker exec -it open-forms_web_1 /app/src/manage.py createsuperuser
    Username: admin
    ...
    Superuser created successfully.
  4. Point your browser to http://localhost:8000/ to access the project's management interface with the credentials used in step 3.

    If you are using Docker Machine, you need to point your browser to the Docker VM IP address. You can get the IP address by doing docker-machine ls and point your browser to http://<ip>:8000/ instead (where the <ip> is shown below the URL column):

    $ docker-machine ls
    NAME      ACTIVE   DRIVER       STATE     URL
    default   *        virtualbox   Running   tcp://<ip>:<port>
  5. To shutdown the services, use docker-compose down and to clean up your system you can run docker system prune.

More Docker

If you just want to run the project as a Docker container and connect to an external database, you can build and run the Dockerfile and pass several environment variables. See src/openforms/conf/docker.py for all settings.

$ docker build -t openforms
$ docker run \
    -p 8000:8000 \
    -e DATABASE_USERNAME=... \
    -e DATABASE_PASSWORD=... \
    -e DATABASE_HOST=... \
    --name openforms \
    openforms

$ docker exec -it openforms src/manage.py createsuperuser

Settings

All settings for the project can be found in src/openforms/conf. The file local.py overwrites settings from the base configuration.

Commands

Commands can be executed using:

$ python src/manage.py <command>

There are no specific commands for the project. See Django framework commands for all default commands, or type python src/manage.py --help.