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developer_setup.md

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New Developer Setup

Requirements Summary

Name Min Version Max Version
Ruby 2.7.x 3.0.x
Bundler 2.1.4 2.x
NodeJS 14.x.x 14.x.x
Python 3.8.x
PostgreSQL 13.x 14.x

Prerequisites

System packages

  1. Only if running CentOS 8

    sudo yum config-manager --set-enabled PowerTools
    sudo dnf copr enable manageiq/ManageIQ-Master
    sudo yum install epel-release
  2. In order to compile Ruby, install the header files for OpenSSL, readline and zlib.

    dnf sudo dnf -y install openssl-devel readline-devel zlib-devel
    yum sudo yum -y install openssl-devel readline-devel zlib-devel
    apt sudo apt -y install libssl-dev libreadline-dev zlib1g-dev
    brew brew install openssl
  3. In addition, in order to compile Ruby, native Gems and native NodeJS modules, other libraries are required.

    dnf sudo dnf -y install @c-development libffi-devel postgresql-devel libxml2-devel libcurl-devel cmake python libssh2-devel
    yum sudo yum -y install @development libffi-devel postgresql-devel libxml2-devel libcurl-devel cmake python libssh2-devel
    apt sudo apt -y install build-essential libffi-dev libpq-dev libxml2-dev libcurl4-openssl-dev cmake python libssh2-1-dev
    brew brew install cmake libssh2

    Note: Users with MacOS running on Apple M1 CPU might need to specify location of the Homebrew libraries explicitly. If build steps below fail for you then run export LIBRARY_PATH="$LIBRARY_PATH:$(brew --prefix)/lib"and retry the failing build step. See here for additional information: Homebrew/brew#13481

Services

ManageIQ requires a memcached instance for session caching and a PostgreSQL database for persistent data storage.

memcached

  1. Install

    dnf sudo dnf -y install memcached
    yum sudo yum -y install memcached
    apt sudo apt -y install memcached
    brew brew install memcached
    containers N/A
  2. Start the service

    systemd systemctl enable --now memcached
    brew brew services start memcached
    containers podman run --detach --publish 11211:11211 memcached

PostgreSQL

  1. Install

    dnf sudo dnf -y install postgresql-server
    yum sudo yum -y install postgresql-server
    apt sudo apt -y install postgresql
    brew brew install postgresql@13
    containers N/A
  2. Configure and start the cluster

    • Fedora / CentOS

      sudo PGSETUP_INITDB_OPTIONS='--auth trust --username root --encoding UTF-8 --locale C' postgresql-setup --initdb
    • Debian / Ubuntu

      pg_version=$(pg_lsclusters --no-header | awk '{print $1}' | sort -n | tail -1)
      sudo pg_dropcluster --stop $pg_version main
      sudo pg_createcluster -e UTF-8 -l C $pg_version main -- --auth trust --username root
      sudo pg_ctlcluster $pg_version main start
    • macOS

      brew will configure the cluster automatically, but you will need to create the user.

      brew services start postgresql@13
      psql -c "CREATE USER root SUPERUSER PASSWORD 'smartvm';" -U $USER -d template1

      If not using brew, you can configure a cluster using initdb directly.

      rm -rf /usr/local/var/postgres
      initdb --auth trust --username root --encoding UTF-8 --locale C /usr/local/var/postgres
    • containers

      Skip ahead to "Start the service"

  3. Start the service

    systemd systemctl enable --now postgresql
    brew *Already started above
    containers podman run --detach --publish 5432:5432 --env POSTGRES_USER=root postgres

nvm and JavaScript build utilities

nvm is strongly recommended for NodeJS version management.

nvm install 14
nvm use 14

# Set version 14 as the default for all scripts
nvm alias default 14

You may need to restart your shell in order to source the nvm initialization environment.

Then install yarn - you can find the recommended way for your platform at https://classic.yarnpkg.com/en/docs/install, or, if that fails, via npm.

npm install --global yarn

Ruby and Bundler

A Ruby version manager is strongly recommended. Use any one of the following:

Using the Ruby version manager, install ruby >= 2.7.0 and < 3.1.0 and the latest bundler.


Clone ManageIQ

You must first fork the repository, clone it and then create an upstream remote. Additionally, to run the following commands you will need to setup an SSH key. Detailed instructions on how to do (as well as set up the recommended git and GitHub options) can be found in Git workflow.

git clone [email protected]:<username>/manageiq.git
cd manageiq
git remote add upstream [email protected]:ManageIQ/manageiq.git
git fetch upstream

Configure ManageIQ

A setup script is available to quickly set up the application. This script installs the required Gems, sets up necessary JavaScript libraries, creates and migrates the database, and finally seeds the database with initial content.

bin/setup
NOTE

macOS requires platform specific Gems. Run bundle config specific_platform true before running bin/setup.

If you've run PostgreSQL in a container, be sure to export the DATABASE_URL variable to connect to the container over TCP instead of a UNIX file socket.

export DATABASE_URL='postgresql://localhost:5432' # optional, only necessary if PostgreSQL is running in a container

Start ManageIQ

bundle exec rails server

The web UI should now be available at http://localhost:3000. The default username is admin and the default password is smartvm. If you can login, then everything is working! Press Ctrl-C to stop the Rails server.

Note that in this runtime mode we are only verifying that the components are installed correctly. However, individual workers are not running, so actions that require asynchronous handling will appear to hang forever. To run the application complete with all workers, you can start with bundle exec rails evm:start and stop with bundle exec rails evm:stop. Otherwise, read ahead to learn about running individual workers during development.

Further Reading