Ubuntu installation instructions

Get the code

# create onadata user account
useradd -m onadata -G www-data

git clone https://github.com/onaio/onadata.git

# move onadata to /srv/onadata and
# make sure onadata user has permissions
sudo mv onadata /srv/onadata
sudo chown -R onadata:www-data /srv/onadata/
cd /srv/onadata

Prepare OS

./script/install/ubuntu

Database setup

In the base OS

Replace username and db name accordingly.

sudo su postgres -c "psql -c \"CREATE USER onadata WITH PASSWORD 'onadata';\""
sudo su postgres -c "psql -c \"CREATE DATABASE onadata OWNER onadata;\""
sudo su postgres -c "psql -d onadata -c \"CREATE EXTENSION IF NOT EXISTS postgis;\""
sudo su postgres -c "psql -d onadata -c \"CREATE EXTENSION IF NOT EXISTS postgis_topology;\""

Create a local_settings.py and update it accordingly

Make sure you have a onadata/settings/local_settings.py file.

cp onadata/settings/default_settings.py onadata/settings/local_settings.py
# update the DATABASE and SECRET_KEY settings accordingly.

Set up and start your virtual environment or sandbox

virtualenv .virtualenv
source .virtualenv/bin/activate

Run make to set up onadata and for initial db setup

make

You may at this point start core with

python manage.py runserver --nothreading

or go on and set up the rest.

Compile api docs

cd docs
make html
cd ..

Copy static files to static dir

python manage.py collectstatic --noinput
python manage.py createsuperuser

Setup uwsgi init script

pip install uwsgi
# edit uwsgi.ini and onadata.service accrodingly, change paths and configurations accordingly.
sudo cp script/etc/systemd/system/onadata.service /etc/systemd/system/onadata.service
# start the onadata service
sudo systemctl start onadata.servicea
# check that it started ok
sudo systemctl status onadata.servicea

Setup celery service

# edit script/etc/default/celeryd-ona with correct paths and user, group
sudo cp script/etc/default/celeryd-generic /etc/default/celeryd-onadata
sudo cp script/etc/default/celerybeat-generic /etc/default/celerybeat-onadata
# copy init script celeryd-ona
sudo cp script/etc/init.d/celeryd-generic /etc/init.d/celeryd-onadata
sudo cp script/etc/init.d/celerybeat-generic /etc/init.d/celerybeat-onadata
sudo chmod +x /etc/init.d/celeryd-onadata
sudo chmod +x /etc/init.d/celerybeat-onadata
sudo update-rc.d -f celeryd-onadata defaults
sudo update-rc.d -f celerybeat-onadata defaults
sudo service celeryd-onadata start
sudo service celerybeat-onadata start

Setup nginx

sudo apt-get install nginx
sudo cp script/etc/nginx/sites-available/onadata /etc/nginx/sites-available/onadata
sudo ln -s /etc/nginx/sites-available/onadata /etc/nginx/sites-enabled/onadata
# update and test /etc/nginx/sites-available/onadata
sudo service nginx configtest
# remove default nginx server config
sudo unlink /etc/nginx/sites-enabled/default
sudo service nginx restart

Mac OS Installation Instructions

Step 1: Install dependencies using brew

Install homebrew and run the following commands:

brew install postgis
brew install gdal
brew install rabbitmq
brew install libmemcached

Add the following to your ~/.bash_profile or ~/.zprofile

export LIBMEMCACHED=/usr/local
export LC_ALL=en_US.UTF-8
export LANG=en_US.UTF-8
PATH=$PATH:/usr/local/sbin

Rabbitmq is not automatically added to your path that’s why we add PATH=$PATH:/usr/local/sbin.

Step 2: Install pip and virtualenv

Install pip using easy_install pip if you don’t have it already.

Install virtualenvwrapper and then create a virtual environment.

Step 3: Clone the sourcecode

Clone onadata in your directory of choice

Step 4: Install app requirements

Before you install dependencies from the requirements directory files, ensure you have activated your virtual environment and if not, use the workon <your-virtual-env> to activate it. Then, run the following command:

pip install numpy  --use-mirrors
pip install -r requirements/base.pip --allow-all-external
pip install -r requirements/dev.pip

There is a known bug that prevents numpy from installing correctly when in requirements.pip file

Step 5: Install postgres and create your database

Install postgres and access postgres in your terminal using the command psql and use the following commands to create your user and database:

CREATE USER <username> WITH PASSWORD '<password>' SUPERUSER CREATEDB LOGIN;
CREATE DATABASE <database-name> WITH ENCODING='UTF8' LC_CTYPE='en_US.UTF-8' LC_COLLATE='en_US.UTF-8' OWNER=<username> TEMPLATE=template0;

You will also need to create some extensions in your newly created database. Enter the command \c <database-name> to connect to your database then run the following commands to install the extensions:

CREATE EXTENSION IF NOT EXISTS postgis;
CREATE EXTENSION IF NOT EXISTS postgis_topology;

Create local_settings.py file in the root of you cloned app if you don’t have one already and update the DATABASE property with the details above.

Step 6: Test installation using development server

Run

python manage.py runserver

Step 7: Using celery

Start rabbitmq with the command rabbitmq-server in a different terminal window.

Add CELERY_ALWAYS_EAGER = False to your local_settings if doesn’t exist already.

Run python manage.py celeryd -l debug on the root the app directory in a different terminal window.