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description:Local development setup instructions for contributing to the Deis project.
keywords:deis, documentation, contributing, developer, setup, chef, knife, vagrant

Local Development

We have tried to make it simple to hack on Deis, but as an open PaaS, there are necessarily several moving pieces and some setup required. We welcome any suggestions for automating or simplifying this process.

Prerequisites

We strongly recommend using Vagrant with VirtualBox so you can develop inside a set of isolated virtual machines. You will need:

  • Vagrant 1.3.5+
  • VirtualBox 4.2+

Fork the Repository

To get Deis running locally, first fork the Deis repository, then clone your fork of the repository for local development:

$ git clone git@github.com:<username>/deis.git
$ cd deis
$ export DEIS_DIR=`pwd`  # to use in future commands

Configure a Chef Server

Deis relies on a Chef Server to provide a battle-tested foundation for hosting cookbooks used to configure :ref:`Nodes <node>` and data bags used to store cluster configuration. You can host your own Chef Server or use a Hosted Chef Server.

Local Chef Server

For development purposes, you can spin up a local Chef Server using Vagrant. Please note that it will take up at least 1GB of RAM. From your workstation:

$ cd $DEIS_DIR/contrib/vagrant/chef-server
$ vagrant plugin install vagrant-vbguest
$ ln -s $DEIS_DIR/contrib/vagrant/knife-config $DEIS_DIR/.chef
$ vagrant up
$ vagrant ssh -c 'sudo cat /etc/chef-server/admin.pem' > $DEIS_DIR/.chef/admin.pem
$ vagrant ssh -c 'sudo cat /etc/chef-server/chef-validator.pem' > $DEIS_DIR/.chef/chef-validator.pem
$ echo '{"ssl":{"verify": false }}' > ~/.berkshelf/config.json

Now use knife client list to test connectivity to the local Chef Server:

$ knife client list
chef-validator
chef-webui

Self-hosted Chef Server

Alternatively, you can host your own Chef server on your own hardware. From your server:

  • visit the Chef install page in your web browser
  • Click on the "Chef Server" tab and then select the menus that match your operating system
  • Right-click on the debian package and select the option that is similar to "copy link location".
  • use the wget utility to download the deb
  • install the debian package
  • configure your machine automatically with sudo chef-server-ctl reconfigure
  • configure your admin key and validator
  • configure the knife command with knife configure --initial

You should now have a Chef server and a separate workstation to create your client configuration.

Hosted Chef Server

If you don't want to run your own Chef server, you can sign up for a free Hosted Chef account. This is a free service for up to 5 nodes. After that, you'll have to start paying.

  • Login to the Chef Server
  • Click on the Administration tab and choose your organization
  • Click Starter Kit in the sidebar to start a download
  • Copy the .chef directory inside the Starter Kit into the root of your Deis checkout

Now use knife client list to test connectivity to the local Chef Server:

$ knife client list
gabrtv-validator

You should see at least the validator key for your Chef organization. If not, your knife.rb configuration or Chef keys are probably incorrect.

Upload Cookbooks

Upload the current Deis cookbooks using Berkshelf:

$ gem install bundler  # install the bundler tool (if necessary)
$ bundle install       # install ruby dependencies from Gemfile
$ berks install        # install cookbooks to your local berkshelf
$ berks upload         # upload berkshelf cookbooks to the chef server

SSH Access

The Controller needs to be able to run Vagrant commands on your host machine. It does this via SSH. Therefore you will need a running SSH server open on port 22 and a means to broadcast your hostname to local DNS.

  • On Mac OSX you just need to go to "System Preferences > Sharing" and enable "Remote Login"
  • On Debian-flavoured Linux you just need to sudo apt-get install openssh-server avahi-daemon

Provision the Controller

Now that the Chef Server is in place with the latest version of our cookbooks, we can provision the :ref:`controller`.

$ cd $DEIS_DIR/contrib/vagrant
$ ./provision-vagrant-controller.sh

The provisioning process will ask a few questions and then run a knife bootstrap of the controller.

Add Controller to Admin Group

In order for the controller to delete records on the Chef Server, it must be part of the Admin group.

For a Local Chef Server

  • Open a shell in the project repository
  • Run knife client edit deis-controller
  • Set "admin" to "true" and save the file

For a Hosted Chef Server

  • Login to the Web UI
  • Navigate to the Groups tab
  • Click "Edit" on the "Admins" row
  • Under "Clients" heading, toggle the "deis-controller" radio button
  • Save changes

Install the Client

In a development environment you'll want to use the latest version of the client. Install its dependencies by using the Makefile and symlinking client/deis.py to deis on your local workstation.

$ cd $DEIS_DIR/client
$ make install
$ ln -fs $DEIS_DIR/client/deis.py /usr/local/bin/deis
$ deis
Usage: deis <command> [<args>...]

Register an Admin User

Use the Deis client to register a new user on the controller. As the first user, you will receive full admin permissions.

$ deis register http://deis-controller.local
username: myuser
password:
password (confirm):
email: myuser@example.com
Registered myuser
Logged in as myuser

Note

As of v0.5.1, the proxy was removed for Deis platform services. It has yet to be added back in. See issue 535 for more details.

As a workaround, use the following:

deis register http://deis-controller.local:8000

Once the user is registered, activate the Vagrant provider with:

$ deis providers:discover
No EC2 credentials discovered.
No Rackspace credentials discovered.
No DigitalOcean credentials discovered.
Discovered locally running Deis Controller VM
Activating Vagrant as a provider... done

Add your SSH key for git push access using:

$ deis keys:add
Found the following SSH public keys:
1) id_rsa.pub
Which would you like to use with Deis? 1
Uploading /Users/myuser/.ssh/id_rsa.pub to Deis... done

Deploy a Vagrant Formation

These are 3 default flavors of Vagrant nodes: 512MB, 1024MB and 2048MB. To create a formation with a 512MB nodes:

$ deis formations:create dev --flavor=vagrant-512
$ deis nodes:scale dev runtime=1

This will use the Deis :ref:`Provider` API to spin up a new Vagrant node as part of a single-host formation. The scaling process can take ~ 5 min as Vagrant boots a host and runs through the first Chef converge.

Once nodes:scale returns, your local development environment is running! Follow the rest of the :ref:`Developer Guide <developer>` to deploy your first application.

Useful Commands

Once your controller is running, here are some helpful commands.

Tail Logs

$ vagrant ssh -c 'sudo docker logs --follow=true deis-controller'

Restart Services

$ vagrant ssh -c 'sudo restart deis-controller'

Django Admin

$ vagrant ssh              # SSH into the controller
$ sudo su deis -l          # change to deis user
$ cd controller            # change into the django project root
$ source venv/bin/activate # activate python virtualenv
$ ./manage.py shell        # get a django shell

Have commands other Deis developers might find useful? Send us a PR!

Standards & Test Coverage

When changing Python code in the Deis project, keep in mind our :ref:`standards`. Specifically, when you change local code, you must run make flake8 && make coverage, then check the HTML report to see that test coverage has improved as a result of your changes and new unit tests.

$ make flake8
flake8
./api/models.py:17:1: F401 'Group' imported but unused
./api/models.py:81:1: F841 local variable 'result' is assigned to but never used
make: *** [flake8] Error 1
$
$ make coverage
coverage run manage.py test api celerytasks client web
Creating test database for alias 'default'...
...................ss
----------------------------------------------------------------------
Ran 21 tests in 18.135s

OK (skipped=2)
Destroying test database for alias 'default'...
coverage html
$ head -n 25 htmlcov/index.html | grep pc_cov
            <span class='pc_cov'>81%</span>

Pull Requests

Please create a GitHub pull request for any code changes that will benefit Deis users in general. This workflow helps changesets map well to discrete features.

Creating a pull request on the Deis repository also runs a Travis CI build to ensure the pull request doesn't break any tests or reduce code coverage.

Cookbook Development

If you want to modify Deis' Chef recipes, you should also clone the deis-cookbook repository:

$ git clone -q https://github.com/opdemand/deis-cookbook.git

Please see deis-cookbook for information about contributing Chef code to Deis.