docbrown/docs/installation/windows.md

title
Windows

Installing Forem on Windows 10

Installing prerequisites

These prerequisites assume you're working on a 64bit Windows 10 operating system machine.

Installing WSL

Since Forem's codebase is using the Ruby on Rails framework, we will need to install Windows Subsystem for Linux. Some dependencies used by the source code triggered errors when installing on Windows, so using WSL allows you to work on the software and not having to fix gem incompatibilities.

First, let's enable Windows Subsystem for Linux in your machine. You can do this by opening Control Panel, going to Programs, and then clicking Turn Windows Features On or Off. Look for the Windows Subsystem for Linux option and check the box next to it. Windows will ask for a reboot.

Once you've got this installed and after rebooting, install Ubuntu 18.04 on Windows.

On your first run, the system will ask for username and password. Take note of both since it will be used for sudo commands.

Installing rbenv

rbenv is a version manager for Ruby applications which allows one to guarantee that the Ruby version in development environment matches production. First, install Ruby language dependencies before installing rbenv:

sudo apt-get update
sudo apt-get install git-core curl zlib1g-dev build-essential libssl-dev libreadline-dev libyaml-dev libsqlite3-dev sqlite3 libxml2-dev libxslt1-dev libcurl4-openssl-dev software-properties-common libffi-dev

Now, we install rbenv using the following commands:

cd
git clone https://github.com/rbenv/rbenv.git ~/.rbenv
echo 'export PATH="$HOME/.rbenv/bin:$PATH"' >> ~/.bashrc
echo 'eval "$(rbenv init -)"' >> ~/.bashrc
exec $SHELL

git clone https://github.com/rbenv/ruby-build.git ~/.rbenv/plugins/ruby-build
echo 'export PATH="$HOME/.rbenv/plugins/ruby-build/bin:$PATH"' >> ~/.bashrc
exec $SHELL

One can verify rbenv installation using the rbenv-doctor script with the following commands:

curl -fsSL https://github.com/rbenv/rbenv-installer/raw/master/bin/rbenv-doctor | bash

Installing nvm

As a pre-requisite to install Rails, Node.js needs to be installed. nvm is a Node.js version manager that helps a developer select a specific Node.js version for development.

To install nvm, follow the instructions outlined in the official nvm documentation.

Be sure to reload the shell with the command exec $SHELL after the installation is complete.

Run the following command to verify that nvm is installed:

command -v nvm

If the shell outputs nvm, the installation is successful. Installation of the correct Node.js version will be done in a later part of the installation process.

Yarn

The fastest way to install Yarn for WSL would be from Debian package repository. Configure the repository with the following commands:

curl -sS https://dl.yarnpkg.com/debian/pubkey.gpg | sudo apt-key add -
echo "deb https://dl.yarnpkg.com/debian/ stable main" | sudo tee /etc/apt/sources.list.d/yarn.list

Since we do not have Node.js installed yet, we will be installing Yarn without the default Node.js with the following command:

sudo apt update && sudo apt install --no-install-recommends yarn

To verify Yarn's installation, run the command yarn -v. It should print Yarn requires Node.js 4.0 or higher to be installed.. This indicates that the Yarn installation succeeded but Node.js still needs to be installed for it to work fully. We install Node.js later on in the installation process.

PostgreSQL

Forem requires PostgreSQL version 11 or higher.

If you don't have PostgreSQL installed on your Windows system, you can do so right now. WSL is able to connect to a PostgreSQL instance on your Windows machine.

Download PostgreSQL for Windows and install it.

Pay attention to the username and password you setup during installation of PostgreSQL as you will use this to configure your Rails applications to login to the database later.

For additional configuration options, check our PostgreSQL setup guide.

ImageMagick

Forem uses ImageMagick to manipulate images on upload.

Please refer to ImageMagick's instructions on how to install it.

Redis

Forem requires Redis version 4.0 or higher.

We recommend to follow this guide to run Redis under WSL.

Elasticsearch

Forem requires a version of Elasticsearch between 7.1 and 7.5. Version 7.6 is not supported. We recommend version 7.5.2.

We recommend following the install guide in Elasticsearch's docs for installing on Windows machines.

NOTE: Make sure to download the OSS version, elasticsearch-oss.

Installing Forem

1. Fork Forem's repository, eg. https://github.com/forem/forem/fork

2. Clone your forked repository, eg. git clone https://github.com/<your-username>/forem.git

3. Open the cloned forem folder in terminal with cd forem. Next, install Ruby with the following commands:

   rbenv install $(cat .ruby-version)
   rbenv global $(cat .ruby-version)
   ruby -v
   

4. Install Node.js with the following set of commands:

   nvm install $(cat .nvmrc)
   nvm use $(cat .nvmrc)
   node -v
   yarn -v
   

5. Install bundler with gem install bundler

6. Set up your environment variables/secrets

   • Take a look at Envfile. This file lists all the ENV variables we use and provides a fake default for any missing keys.

   • If you use a remote computer as dev env, you need to set APP_DOMAIN variable to the remote computer's domain name.

   • The backend guide will show you how to get free API keys for additional services that may be required to run certain parts of the app.

   • For any key that you wish to enter/replace:

     1. Create config/application.yml by copying from the provided template (ie. with bash: cp config/sample_application.yml config/application.yml). This is a personal file that is ignored in git.
     2. Obtain the development variable and apply the key you wish to enter/replace. ie:

     GITHUB_KEY: "SOME_REAL_SECURE_KEY_HERE"
     GITHUB_SECRET: "ANOTHER_REAL_SECURE_KEY_HERE"
     

   • If you are missing ENV variables on bootup, the envied gem will alert you with messages similar to 'error_on_missing_variables!': The following environment variables should be set: A_MISSING_KEY..

   • You do not need "real" keys for basic development. Some features require certain keys, so you may be able to add them as you go.

7. Run bin/setup.

   The bin/setup script is responsible for installing a varienty of dependencies. One can find it inside the bin folder by the name of setup.

   • Its first task is to install the bundler gem. Next, it will make bundler install all the gems, including Rails, located in Gemfile in the root of the repository. It also installs foreman.
   • It then installs JavaScript dependencies using the script in bin/yarn file. These dependencies are located in package.json in the root of the repository.
   • Next, it uses various Rake files located inside the lib folder to setup ElasticSearch environment, PostgreSQL database creation and updation.
   • Finally it cleans up all the log files and restarts the Puma server.

Possible error messages

1. There is a possibility that you might encounter a statement timeout when seeding the database for the first time. Please increase the value of statement_timeout to 9999999 in config/database.yml.

2. If the installation process failed with the following error ERROR: Error installing pg. Please consider installing the following package libpq-dev :

sudo apt-get install libpq-dev

3. If the command bin/setup fails at installing cld-0.8.0 with the warnings 'aclocal-1.10' is missing on your system and 'automake-1.10' is missing on your system. Please install automake-1.10 using the commands below.

cd
sudo apt-get update
sudo apt-get install autoconf
wget https://ftp.gnu.org/gnu/automake/automake-1.10.tar.gz
tar xf automake-1.10.tar.gz
cd automake-1.10/
./configure --prefix=/usr/local
make

WSL2 and System test

In WSL2, hostname/IP address are no longer shared between Windows and Linux. There are currently two work-arounds.

1. Use dockerized selenium, ie docker-selenium. You will need docker for the following steps

   1. docker run -d --name selenium-hub -p 4444:4444 selenium/hub:3.141.59-20200409
   2. CH=$(docker run --rm --name=ch --link selenium-hub:hub -v /dev/shm:/dev/shm selenium/node-chrome:3.141.59-20200409)
   3. Add SELENIUM_URL: "http://localhost:4444/wd/hub" to your application.yml
   4. Run your System test!

2. Port forward with socats (more info needed).

If you encountered any errors that you subsequently resolved, please consider updating this section with your errors and their solutions.