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Add docker instructions. #1635

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154 changes: 154 additions & 0 deletions docs/installation/docker.md
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# Installing Islandora Defaults with Docker Compose (ISLE)

The ISLE Islandora Enterprise 8 Prototype ([Islandora-Devops/isle-dc](https://github.com/Islandora-Devops/isle-dc)) is a Docker project to manage Islandora 8 infrastructure under Docker using Docker Compose. These instructions cover the basics of using Docker locally to create a development Islandora sandbox. More detailed configuration options are described in the project's [README](https://github.com/Islandora-Devops/isle-dc).

## Why use Docker?

Docker is a way to separate out the "state" of your site (i.e. all the content, files, and configurations that you've entered) from the underlying software that runs it (e.g. webserver, database engine, etc). This allows for easier upgrades, faster development, and more flexible deployment. The ISLE project, run by the Islandora Collaboration Group (ICG) was the driving force behind dockerizing Islandora.

## Requirements

* Docker (version 19.x+)
* (Mac OS) XCode Command-Line Tools
* Perl (if using `make dev`)
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It seems from the README that there are many more requirements. Shoot, I already had them so didn't run into this. Are they all required in all cases? Or can one do the simple make without all of these installed on the host?

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Yes - these should only be required for 'make dev' and i'll update the docs.

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I just tried to run this on my Windows 10 machine and I don't have make installed. I tried "npm install make -g" and it runs but immediately gives an error so I'm not sure I got the correct thing. Output below

$ make dev make i info Invoking dev target '$' is not recognized as an internal or external command, operable program or batch file. make × ERR $(MAKE) download-default-certs $(MAKE) create-codebase-from-demo if grep -q DRUPAL_DEFAULT_CONFIGDIR docker-compose.env.yml; then \ perl -i -pe's/DRUPAL_DEFAULT_CONFIGDIR:.*/DRUPAL_DEFAULT_CONFIGDIR: \/var\/www\/drupal\/config\/sync/g' docker-compose.env.yml; \ else \ perl -i -pe's/DRUPAL_DEFAULT_SALT/DRUPAL_DEFAULT_CONFIGDIR: \/var\/www\/drupal\/config\/sync\n\ \ \ \ \ \ DRUPAL_DEFAULT_SALT/g' docker-compose.env.yml; \ fi if grep -q DRUPAL_DEFAULT_INSTALL_EXISTING_CONFIG docker-compose.env.yml; then \ perl -i -pe's/DRUPAL_DEFAULT_INSTALL_EXISTING_CONFIG:.*/DRUPAL_DEFAULT_INSTALL_EXISTING_CONFIG: "true"/g' docker-compose.env.yml; \ else \ perl -i -pe's/DRUPAL_DEFAULT_SALT/DRUPAL_DEFAULT_INSTALL_EXISTING_CONFIG: "true"\n\ \ \ \ \ \ DRUPAL_DEFAULT_SALT/g' docker-compose.env.yml; \ fi if grep -q DRUPAL_DEFAULT_PROFILE docker-compose.env.yml; then \ perl -i -pe's/DRUPAL_DEFAULT_PROFILE:.*/DRUPAL_DEFAULT_PROFILE: minimal/g' docker-compose.env.yml; \ else \ perl -i -pe's/DRUPAL_DEFAULT_SALT/DRUPAL_DEFAULT_PROFILE: minimal\n\ \ \ \ \ \ DRUPAL_DEFAULT_SALT/g' docker-compose.env.yml; \ fi $(MAKE) -B docker-compose.yml ENVIRONMENT=local docker-compose up -d $(MAKE) remove_standard_profile_references_from_config $(MAKE) install ENVIRONMENT=local $(MAKE) hydrate ENVIRONMENT=local make × ERR Recipe exited with code %d (node:20452) UnhandledPromiseRejectionWarning: Error: Recipe exited with code %d at ChildProcess.<anonymous> (C:\Users\catspaw\AppData\Roaming\npm\node_modules\make\src\cli.js:143:28) at ChildProcess.emit (events.js:198:13) at maybeClose (internal/child_process.js:982:16) at Process.ChildProcess._handle.onexit (internal/child_process.js:259:5) (node:20452) UnhandledPromiseRejectionWarning: Unhandled promise rejection. This error originated either by throwing inside of an async function without a catch block, or by rejecting a promise which was not handled with .catch(). (rejection id: 1) (node:20452) [DEP0018] DeprecationWarning: Unhandled promise rejections are deprecated. In the future, promise rejections that are not handled will terminate the Node.js process with a non-zero exit code.

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Running "make" by itself just results in a help page because it says it needs a target.

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all right! Thanks @dflitner

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Where are you running make @dflitner ? A Windows command terminal, power shell, git bash shell, wsl or wsl2 shell? Unfortunately, there are environments one can be in on Windows, and it is not clear which one you are using.

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As I mentioned on Slack, I used the Windows Subsystem for Linux (WSL2) with Docker Desktop for Windows. On a freshly installed Debian, I had to install make and curl to spin up ISLE:
sudo apt-get install make
sudo apt-get install curl

There was also a small hiccup around user permissions and a config file for docker. I'll try to verify if that is an issue under Ubuntu-on-WSL too, so we can document it.

For this WSL-based setup I also had to limit the memory that the Linux distro has available, otherwise Docker can dramatically slow down the entire system: https://medium.com/@lewwybogus/how-to-stop-wsl2-from-hogging-all-your-ram-with-docker-d7846b9c5b37


To see if you have Docker installed, type `docker --version` in a shell.

## Installing Docker

If you are installing Docker, we recommend using the application [Docker Desktop](https://www.docker.com/products/docker-desktop). It provides a GUI for managing Docker container in Windows and MacOS, along with the Docker engine and suite of command-line tools. Linux users can download the Engine and command-line tools from that same link.

There is also a legacy project called [Docker Toolbox](https://docs.docker.com/toolbox/overview/) which may be of interest if your machine cannot run Docker Desktop, or if you already have it installed.

[Download Docker](https://www.docker.com/products/docker-desktop)

!!! Warning "Memory, Processors, and Swap Requirements"
ISLE requires more resources than Docker Desktop allocates by default on [Windows](https://docs.docker.com/docker-for-windows/#resources) or [Mac](https://docs.docker.com/docker-for-mac/#resources).

CPUs that are allocated to Docker Desktop are shared with the host machine, so increasing this to the maximum value should allow both the Docker containers and your host machine to run simultaneously.

A development environment will run best with at least 8GB of RAM, though 16 would be ideal and would better reflect a production environment. This memory is allocated to Docker while Docker Desktop is running, so do not allocate more than you can spare from the other processes your host requires.

Swap space is borrowed, as needed, from your hard disk drive, so it can be increased depending on your free space available. It can be used to provide additional RAM-like space, so increasing this can compensate for limited memory resources.

## Launching Islandora with Docker

In a shell, clone the isle-dc project. In that directory, enter the command `make` (or `make dev` - see note) to build the docker infrastructure. Then use the command `docker-compose up -d` to start the containers.
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!!! hint "ISLE-DC variants: `make` vs `make dev`"
The `make` command alone will spin up a sandbox-like version of Isle on the front end, but the code files will be inaccessible. The `make dev` command will also copy the active code files locally in a way that they are live to the Isle site. This method takes longer (and may require multiple retries if your internet connection is spotty) but is required if you will be testing pull requests or writing code.

```bash
git clone https://github.com/islandora-devops/isle-dc
cd isle-dc
make
```


Results of `make`:
```
isle-dc$ make
% Total % Received % Xferd Average Speed Time Time Time Current
Dload Upload Total Spent Left Speed
100 3562 100 3562 0 0 12779 0 --:--:-- --:--:-- --:--:-- 12812
% Total % Received % Xferd Average Speed Time Time Time Current
Dload Upload Total Spent Left Speed
100 1708 100 1708 0 0 6809 0 --:--:-- --:--:-- --:--:-- 6832
docker-compose pull
Pulling activemq ... done
Pulling alpaca ... done
Pulling blazegraph ... done
Pulling cantaloupe ... done
Pulling fcrepo ... done
Pulling fits ... done
Pulling crayfits ... done
Pulling gemini ... done
Pulling homarus ... done
Pulling houdini ... done
Pulling hypercube ... done
Pulling mariadb ... done
Pulling matomo ... done
Pulling milliner ... done
Pulling recast ... done
Pulling solr ... done
Pulling drupal ... done
Pulling traefik ... done
Pulling watchtower ... done
```

!!! Fail "Troubleshooting - Docker Versions"
If you get an error such as: `ERROR: Version in "./docker-compose.activemq.yml" is unsupported.`, then you need to upgrade Docker, and then enter the command `make clean`.

!!! Fail "Troubleshooting - re-attempting `make`"
If `make` fails for any reason, enter `make clean` before attempting to `make` again. If not, you may see an error such as: `ERROR: Top level object in './docker-compose.yml' needs to be an object not '<class 'NoneType'>'.`

!!! Fail "Troubleshooting - docker containers exit without warning"
If you notice some Docker containers drop (exited(0)), and (in Docker Desktop) the isle-dc app icon is yellow instead of green, check your resources allocated to Docker (see note above).

!!! hint "Development version"
If you used `make dev`, then you will have a new directory in the current (isle-dc) directory named `codebase`, containing the live Drupal root folder (containing your Drupal's composer files and the web/ subdirectory). Apparently, `make dev` launches the containers too, so you can skip the `docker-compose up -d` step.


Once `make` has successfully completed, launch the Isle containers using `docker-compose up`. The `-d` flag allows you to return to using the command line. Without it, your shell will be stuck in the `docker-compose` process as long as the containers are running.
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```bash
docker-compose up -d
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```

## Visiting your Islandora site

Direct a browser to [https://islandora-isle-dc.traefik.me/](https://islandora-isle-dc.traefik.me/) (yes, it's awkward and we hope to change it to something easier to remember). Right after spinning up the Docker containers, you will probably see a white screen with the words "Bad Gateway". This will last until all the containers are successfully up and ready to go. This often takes 2-5 minutes. In theory, it should be longer the first time when creating the database etc; and subsequent times (as long as you don't destroy your state), it should be faster. When all containers are ready, you should see a basic Drupal login screen.

!["Bad Gateway" white screen while still loading](../assets/docker_bad_gateway_still_loading.png)

![Drupal login screen](../assets/docker_drupal_login_screen.png)

To log in:

* username: **admin**
* password: **password**

!!! Note Docker logs and Docker Compose logs
`docker logs -tf isle-dc_drupal_1` shows Docker logs for the "drupal" container, which will continue to have new log entries as long as the drupal box is still starting up. When it gets to `confd using 'env' backend`, you're done. `docker-compose logs` is like a firehose, showing the log messages from all containers.

## Spinning down your Islandora site

To shut down the containers without destroying your site, use `docker-compose down`. To also destroy your "state" (i.e. your content, your database, your files), use `docker-compose down -v`.

## Editing Code

If you used `make dev` then the drupal root folder is in a new directory in the isle-dc folder named `codebase`. This is live and editable in whatever development environment you would like. If you just did `make`, you will need to spin down your containers with `-v` to destroy your state before starting a new one with `make dev`.

Editing code for the back-end processes (alpaca, milliner, etc)? Please ask on the #isle Slack channel and help us improve this documentation!

## Testing a Pull Request

Islandora modules in the `web/contrib/modules` folder are already set up with `git` and the `origin` remote is the canonical Islandora repository. You can follow the command-line instructions for testing pull requests available on Github. When finished, don't forget to `git checkout main` (or the default branch if not named main) so you can pull new code.

## Updating Isle

As you use your development environment, you may want to update some or all of its components non-destructively. This documentation is a work-in-progress and if you've done this, your help would be appreciated!

### Drupal Updates

(drush? composer? gui?)

### Module Updates (non-Islandora)

(ditto)

### Module Updates (Islandora)

(these are git repos; should we use Git? Composer? Other methods?)


### Updating the whole shebang

[Roughly, according to Danny]. If you're not doing "anything special" and want new stuff, type `docker-compose pull`, docker-compose up -d` you don't even have to take things down. (Does this apply regardless of whether you did `make` or `make dev`?

If you have your own stuff, do that but also 'make a new drupal container' - that's what isle-dc will turn into... when you have a site and you export "the tree" i.e. all the files starting where your composer file is, e.g. /var/www/html/drupal - put that in a folder in your codebase, then when you type `make` it uses that exported drupal site as your container. There are some subtleties if you have to change crayfish or alpaca.

To add a new module, go into your codebase folder, use composer to require the module, then "make a new container out of all of this". (This requires composer installed on your host, right? is there a specific version we need?)


2 changes: 1 addition & 1 deletion docs/installation/playbook.md
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# Islandora Playbook

The Islandora Playbook ([islandora-playbook](https://github.com/Islandora-Devops/islandora-playbook)) is a tool for installing Islandora Defaults. It can be used both as a Vagrant project to create a local development environment, or as an Ansible playbook which can provision a remote server.
The Islandora Playbook ([Islandora-Devops/islandora-playbook](https://github.com/Islandora-Devops/islandora-playbook)) is a tool for installing Islandora Defaults on a single virtual machine. It can be used both as a [Vagrant](https://www.vagrantup.com/) project to create a local development environment, and/or as an [Ansible](https://www.ansible.com/community) playbook which can provision a remote server.

!!! Note
This repository has two active branches. The **main** branch's playbook will install the latest release of Islandora and its components. The **dev** branch, when configured to use Ansible, will provision with the most recent code of Islandora and its components.
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3 changes: 2 additions & 1 deletion mkdocs.yml
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Expand Up @@ -37,7 +37,8 @@ nav:
- Overview: 'index.md'
- Installation:
- 'Component Overview': 'installation/component_overview.md'
- 'Automatic Provisioning': 'installation/playbook.md'
- 'Ansible Playbook': 'installation/playbook.md'
- 'Docker (Isle)': 'installation/docker.md'
- Manual Installation:
- 'Introduction': 'installation/manual/introduction.md'
- 'Preparing a LAPP Webserver': 'installation/manual/preparing_a_webserver.md'
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