Project

General

Profile

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Installation:
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	Check out svn: svn co https://code.nceas.ucsb.edu/code/projects/bien
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	cd bien/
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	Install: make install
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		**WARNING**: This will delete the public schema of your VegBIEN DB!
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	Uninstall: make uninstall
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		**WARNING**: This will delete your entire VegBIEN DB!
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		This includes all archived imports and staging tables.
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Connecting to vegbiendev:
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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	cd /home/bien/svn # should happen automatically at login
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Notes on running programs:
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	**WARNING**: always start with a clean shell, to avoid spurious bugs. the
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		shell should not have changes to the env vars. (there have been bugs
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		that went away after closing and reopening the terminal window.) note
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		that running `exec bash` is not sufficient to *reset* the env vars.
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Notes on editing files:
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	**WARNING**: shell scripts should always be read-only, so that editing them
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		while an import is in progress will not crash the import (see
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		http://vegpath.org/links/#**%20modifying%20a%20running%20shell%20script)
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Single datasource import:
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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	(Re)import and scrub: make inputs/<datasrc>/reimport_scrub by_col=1 &
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	(Re)import only: make inputs/<datasrc>/reimport by_col=1 &
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	Note that these commands also work if the datasource is not yet imported
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	Remake analytical DB: see Full database import > To remake analytical DB
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Full database import:
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	**WARNING**: You must perform *every single* step listed below, to avoid
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		breaking column-based import
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	**WARNING**: always start with a clean shell, as described above under
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		"Notes on running programs"
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk, using jupiter instead
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	ssh aaronmk@jupiter.nceas.ucsb.edu
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		svn up --force
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	On local machine:
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		do steps under Maintenance > "to synchronize vegbiendev, jupiter, and
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			your local machine"
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		make inputs/upload
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		make inputs/upload live=1
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		make test by_col=1 # runtime: 20 min ("4m46.108s" + ("21:50:43" - "21:37:09")) @starscream
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			if you encounter errors, they are most likely related to the
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				PostgreSQL error parsing in /lib/sql.py parse_exception()
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			See note under Testing below
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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	Ensure there are no local modifications: svn st
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	svn up
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	make inputs/download
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	make inputs/download live=1
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	For each newly-uploaded datasource above: make inputs/<datasrc>/reinstall
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	Update the auxiliary schemas: make schemas/reinstall
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		**WARNING**: requires sudo access!
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		The public schema will be installed separately by the import process
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	Delete imports before the last so they won't bloat the full DB backup:
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		make backups/vegbien.<version>.backup/remove
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		To keep a previous import other than the public schema:
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			export dump_opts='--exclude-schema=public --exclude-schema=<version>'
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	Make sure there is at least 300GB of disk space on /: df -h
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		The import schema is 230GB, and may use additional space for temp tables
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		To free up space, remove backups that have been archived on jupiter:
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			List backups/ to view older backups
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			Check their MD5 sums using the steps under On jupiter below
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			Remove these backups
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	screen
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	Press ENTER
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	unset TMOUT # TMOUT causes screen to exit even with background processes
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	set -o ignoreeof #prevent Ctrl+D from exiting `screen` to keep attached jobs
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	unset version
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	Start column-based import: . bin/import_all
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		To use row-based import: . bin/import_all by_col=
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		To stop all running imports: . bin/stop_imports
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		**WARNING**: Do NOT run import_all in the background, or the jobs it
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			creates won't be owned by your shell.
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		Note that import_all will take up to an hour to import the NCBI backbone
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			and other metadata before returning control to the shell.
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		To view progress:
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			tail inputs/{.,}*/*/logs/$version.log.sql
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	Wait (4 days) for the import to finish
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	To recover from a closed terminal window: screen -r
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	To restart an aborted import for a specific table:
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		export version=<version>
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		(set -o errexit; make inputs/<datasrc>/<table>/import_scrub by_col=1 continue=1; make inputs/<datasrc>/publish) &
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		bin/after_import $! & # $! can also be obtained from `jobs -l`
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	Get $version: echo $version
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	Set $version in all vegbiendev terminals: export version=<version>
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	When there are no more running jobs, exit the screen
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	ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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		Upload logs: make inputs/upload live=1
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	On local machine: make inputs/download-logs live=1
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	In PostgreSQL:
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		Go to wiki.vegpath.org/VegBIEN_contents
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		Get the # observations
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		Get the # datasources
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		Get the # datasources with observations
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		in the r# schema:
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		Check that analytical_stem contains [# observations] rows
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		Check that source contains [# datasources] rows up through XAL. If this
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			is not the case, manually check the entries in source against the
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			datasources list on the wiki page (some datasources may be near the
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			end depending on import order).
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		Check that provider_count contains [# datasources with observations]
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			rows with dataset="(total)" (at the top when the table is unsorted)
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	Check that TNRS ran successfully:
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		tail -100 inputs/.TNRS/tnrs/logs/tnrs.make.log.sql
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		If the log ends in an AssertionError
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			"assert sql.table_col_names(db, table) == header":
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			Figure out which TNRS CSV columns have changed
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			On local machine:
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				Make the changes in the DB's TNRS and public schemas
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				rm=1 inputs/.TNRS/schema.sql.run export_
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				make schemas/remake
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				inputs/test_taxonomic_names/test_scrub # re-run TNRS
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				rm=1 inputs/.TNRS/data.sql.run export_
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				Commit
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			ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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				If dropping a column, save the dependent views
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				Make the same changes in the live TNRS.tnrs table on vegbiendev
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				If dropping a column, recreate the dependent views
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				Restart the TNRS client: make scrub by_col=1 &
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	tail inputs/{.,}*/*/logs/$version.log.sql
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	In the output, search for "Command exited with non-zero status"
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	For inputs that have this, fix the associated bug(s)
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	If many inputs have errors, discard the current (partial) import:
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		make schemas/$version/uninstall
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	Otherwise, continue
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	Publish the new import:
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		**WARNING**: Before proceeding, be sure you have done *every single*
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			verification step listed above. Otherwise, a previous valid import
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			could incorrectly be overwritten with a broken one.
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		make schemas/$version/publish # runtime: 1 min ("real 1m10.451s")
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	unset version
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	make backups/upload live=1
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	on local machine:
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		make backups/vegbien.$version.backup/download live=1
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			# download backup to local machine
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	ssh aaronmk@jupiter.nceas.ucsb.edu
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		cd /data/dev/aaronmk/bien/backups
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		For each newly-archived backup:
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			make -s <backup>.md5/test
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			Check that "OK" is printed next to the filename
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	If desired, record the import times in inputs/import.stats.xls:
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		On local machine:
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		Open inputs/import.stats.xls
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		If the rightmost import is within 5 columns of column IV:
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			Copy the current tab to <leftmost-date>~<rightmost-date>
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			Remove the previous imports from the current tab because they are
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				now in the copied tab instead
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		Insert a copy of the leftmost "By column" column group before it
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		export version=<version>
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		bin/import_date inputs/{.,}*/*/logs/$version.log.sql
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		Update the import date in the upper-right corner
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		bin/import_times inputs/{.,}*/*/logs/$version.log.sql
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		Paste the output over the # Rows/Time columns, making sure that the
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			row counts match up with the previous import's row counts
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		If the row counts do not match up, insert or reorder rows as needed
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			until they do. Get the datasource names from the log file footers:
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			tail inputs/{.,}*/*/logs/$version.log.sql
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		Commit: svn ci -m 'inputs/import.stats.xls: updated import times'
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	Running individual steps separately:
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	To run TNRS:
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		To use an import other than public: export version=<version>
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		make scrub &
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		To view progress:
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			tail -100 inputs/.TNRS/tnrs/logs/tnrs.make.log.sql
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	To remake analytical DB:
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		To use an import other than public: export version=<version>
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		bin/make_analytical_db & # runtime: 13 h ("12:43:57elapsed")
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		To view progress:
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			tail -150 inputs/analytical_db/logs/make_analytical_db.log.sql
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	To back up DB (staging tables and last import):
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		To use an import *other than public*: export version=<version>
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		make backups/TNRS.backup-remake &
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		dump_opts=--exclude-schema=public make backups/vegbien.$version.backup/test &
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			If after renaming to public, instead set dump_opts='' and replace
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			$version with the appropriate revision
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		make backups/upload live=1
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Datasource setup:
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	On local machine:
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	Example steps for a datasource: wiki.vegpath.org/Import_process_for_Madidi
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	umask ug=rwx,o= # prevent files from becoming web-accessible
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	Add a new datasource: make inputs/<datasrc>/add
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		<datasrc> may not contain spaces, and should be abbreviated.
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		If the datasource is a herbarium, <datasrc> should be the herbarium code
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			as defined by the Index Herbariorum <http://sweetgum.nybg.org/ih/>
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	For a new-style datasource (one containing a ./run runscript):
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		"cp" -f inputs/.NCBI/{Makefile,run,table.run} inputs/<datasrc>/
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	For MySQL inputs (exports and live DB connections):
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		For .sql exports:
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			Place the original .sql file in _src/ (*not* in _MySQL/)
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			Follow the steps starting with Install the staging tables below.
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				This is for an initial sync to get the file onto vegbiendev.
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			ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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				Create a database for the MySQL export in phpMyAdmin
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				Give the bien user all database-specific privileges *except*
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					UPDATE, DELETE, ALTER, DROP. This prevents bugs in the
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					import scripts from accidentally deleting data.
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				bin/mysql_bien database <inputs/<datasrc>/_src/export.sql &
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		mkdir inputs/<datasrc>/_MySQL/
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		cp -p lib/MySQL.{data,schema}.sql.make inputs/<datasrc>/_MySQL/
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		Edit _MySQL/*.make for the DB connection
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			For a .sql export, use server=vegbiendev and --user=bien
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		Skip the Add input data for each table section
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	For MS Access databases:
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		Place the .mdb or .accdb file in _src/
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		Download and install Access To PostgreSQL from
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			http://www.bullzip.com/download.php
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		Use Access To PostgreSQL to export the database:
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			Export just the tables/indexes to inputs/<datasrc>/<file>.schema.sql
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			Export just the data to inputs/<datasrc>/<file>.data.sql
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		In <file>.schema.sql, make the following changes:
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			Replace text "BOOLEAN" with "/*BOOLEAN*/INTEGER"
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			Replace text "DOUBLE PRECISION NULL" with "DOUBLE PRECISION"
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		Skip the Add input data for each table section
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	Add input data for each table present in the datasource:
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		For .sql exports, you must use the name of the table in the DB export
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		For CSV files, you can use any name. It's recommended to use a table
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			name from <https://projects.nceas.ucsb.edu/nceas/projects/bien/wiki/VegCSV#Suggested-table-names>
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		Note that if this table will be joined together with another table, its
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			name must end in ".src"
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		make inputs/<datasrc>/<table>/add
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			Important: DO NOT just create an empty directory named <table>!
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				This command also creates necessary subdirs, such as logs/.
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		If the table is in a .sql export: make inputs/<datasrc>/<table>/install
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			Otherwise, place the CSV(s) for the table in
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			inputs/<datasrc>/<table>/ OR place a query joining other tables
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			together in inputs/<datasrc>/<table>/create.sql
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		Important: When exporting relational databases to CSVs, you MUST ensure
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			that embedded quotes are escaped by doubling them, *not* by
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			preceding them with a "\" as is the default in phpMyAdmin
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		If there are multiple part files for a table, and the header is repeated
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			in each part, make sure each header is EXACTLY the same.
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			(If the headers are not the same, the CSV concatenation script
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			assumes the part files don't have individual headers and treats the
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			subsequent headers as data rows.)
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		Add <table> to inputs/<datasrc>/import_order.txt before other tables
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			that depend on it
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		For a new-style datasource:
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			"cp" -f inputs/.NCBI/nodes/run inputs/<datasrc>/<table>/
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			inputs/<datasrc>/<table>/run
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	Install the staging tables:
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		make inputs/<datasrc>/reinstall quiet=1 &
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		For a MySQL .sql export:
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			At prompt "[you]@vegbiendev's password:", enter your password
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			At prompt "Enter password:", enter the value in config/bien_password
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		To view progress: tail -f inputs/<datasrc>/<table>/logs/install.log.sql
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		View the logs: tail -n +1 inputs/<datasrc>/*/logs/install.log.sql
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			tail provides a header line with the filename
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			+1 starts at the first line, to show the whole file
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		For every file with an error 'column "..." specified more than once':
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			Add a header override file "+header.<ext>" in <table>/:
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				Note: The leading "+" should sort it before the flat files.
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					"_" unfortunately sorts *after* capital letters in ASCII.
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				Create a text file containing the header line of the flat files
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				Add an ! at the beginning of the line
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					This signals cat_csv that this is a header override.
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				For empty names, use their 0-based column # (by convention)
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				For duplicate names, add a distinguishing suffix
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				For long names that collided, rename them to <= 63 chars long
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				Do NOT make readability changes in this step; that is what the
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					map spreadsheets (below) are for.
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				Save
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		If you made any changes, re-run the install command above
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	Auto-create the map spreadsheets: make inputs/<datasrc>/
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	Map each table's columns:
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		In each <table>/ subdir, for each "via map" map.csv:
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			Open the map in a spreadsheet editor
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			Open the "core map" /mappings/Veg+-VegBIEN.csv
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			In each row of the via map, set the right column to a value from the
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				left column of the core map
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			Save
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		Regenerate the derived maps: make inputs/<datasrc>/
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	Accept the test cases:
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		For a new-style datasource:
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			inputs/<datasrc>/run
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			svn di inputs/<datasrc>/*/test.xml.ref
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			If you get errors, follow the steps for old-style datasources below
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		For an old-style datasource:
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			make inputs/<datasrc>/test
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			When prompted to "Accept new test output", enter y and press ENTER
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			If you instead get errors, do one of the following for each one:
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			-	If the error was due to a bug, fix it
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			-	Add a SQL function that filters or transforms the invalid data
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			-	Make an empty mapping for the columns that produced the error.
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				Put something in the Comments column of the map spreadsheet to
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				prevent the automatic mapper from auto-removing the mapping.
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			When accepting tests, it's helpful to use WinMerge
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				(see WinMerge setup below for configuration)
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		make inputs/<datasrc>/test by_col=1
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			If you get errors this time, this always indicates a bug, usually in
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				the VegBIEN unique constraints or column-based import itself
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	Add newly-created files: make inputs/<datasrc>/add
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	Commit: svn ci -m "Added inputs/<datasrc>/" inputs/<datasrc>/
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	Update vegbiendev:
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		ssh aaronmk@jupiter.nceas.ucsb.edu
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			svn up
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		On local machine:
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			./fix_perms
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			make inputs/upload
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			make inputs/upload live=1
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		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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			svn up
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			make inputs/download
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			make inputs/download live=1
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			Follow the steps under Install the staging tables above
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Maintenance:
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	on a live machine, you should put the following in your .profile:
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--
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# make svn files web-accessible. this does not affect unversioned files, because
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# these get the right permissions on the local machine instead.
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umask ug=rwx,o=rx
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unset TMOUT # TMOUT causes screen to exit even with background processes
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--
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	if http://vegbiendev.nceas.ucsb.edu/phppgadmin/ goes down:
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		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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			make postgres-Linux
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	to synchronize vegbiendev, jupiter, and your local machine:
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		**WARNING**: pay careful attention to all files that will be deleted or
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			overwritten!
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		install put if needed:
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			download https://uutils.googlecode.com/svn/trunk/bin/put to ~/bin/ and `chmod +x` it
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		when changes are made on vegbiendev:
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			on all machines: ./fix_perms
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			ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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				upload:
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				overwrite=1 bin/sync_upload --size-only
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					then rerun with l=1 ...
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			on your machine:
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				download:
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				overwrite=1 swap=1 src=. dest='aaronmk@jupiter.nceas.ucsb.edu:~/bien' put --exclude=.svn inputs/VegBIEN/TWiki
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					then rerun with l=1 ...
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				overwrite=1 swap=1 bin/sync_upload --size-only
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					then rerun with l=1 ...
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				make backups/TNRS.backup/download live=1
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				overwrite=1 sync_remote_url=~/Dropbox/svn/ bin/sync_upload --existing --size-only # just update mtimes/perms
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					then rerun with l=1 ...
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	to synchronize a Mac's settings with my testing machine's:
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		download:
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			**WARNING**: this will overwrite all your user's settings!
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			on your machine:
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			overwrite=1 swap=1 sync_local_dir=~/Library/ sync_remote_subdir=Library/ bin/sync_upload --exclude="/Saved Application State"
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				then rerun with l=1 ...
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		upload:
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			do step when changes are made on vegbiendev > on your machine, download
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			ssh aaronmk@jupiter.nceas.ucsb.edu
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				(cd ~/Dropbox/svn/; up)
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			on your machine:
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				rm ~/'Library/Thunderbird/Profiles/9oo8rcyn.default/ImapMail/imap.googlemail.com/[Gmail].sbd/Spam'
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					# remove the downloaded Spam folder, because spam e-mails often contain viruses that would trigger clamscan
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				overwrite=1 del= sync_local_dir=~/Dropbox/svn/ sync_remote_subdir=Dropbox/svn/ bin/sync_upload --size-only # just update mtimes
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					then rerun with l=1 ...
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				overwrite=1      sync_local_dir=~              sync_remote_subdir=             bin/sync_upload --exclude="/Library/Saved Application State" --exclude="/.Trash" --exclude="/bin" --exclude="/bin/pg_ctl" --exclude="/bin/unzip" --exclude="/Dropbox/home" --exclude="/.profile" --exclude="/.shrc" --exclude="/.bashrc"
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					then rerun with l=1 ...
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				overwrite=1      sync_local_dir=~              sync_remote_url=~/Dropbox/home  bin/sync_upload --exclude="/Library/Saved Application State" --exclude="/.Trash" --exclude="/.dropbox" --exclude="/Documents/BIEN" --exclude="/Dropbox" --exclude="/software" --exclude="/VirtualBox VMs/**.sav" --exclude="/VirtualBox VMs/**.vdi" --exclude="/VirtualBox VMs/**.vmdk"
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					then rerun with l=1 ...
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		upload just the VirtualBox VMs:
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			on your machine:
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				overwrite=1      sync_local_dir=~              sync_remote_subdir=             bin/sync_upload ~/"VirtualBox VMs/**"
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					then rerun with l=1 ...
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	to backup files not in Time Machine:
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		On local machine:
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		overwrite=1 src=/ dest=/Volumes/Time\ Machine\ Backups/ sudo -E put Library/PostgreSQL/9.3/data/
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			then rerun with l=1 ...
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		pg_ctl. stop # stop the PostgreSQL server
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		overwrite=1 src=/ dest=/Volumes/Time\ Machine\ Backups/ sudo -E put Library/PostgreSQL/9.3/data/
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			then rerun with l=1 ...
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		pg_ctl. start # start the PostgreSQL server
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	to backup e-mails:
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		on local machine:
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		/Applications/gmvault-v1.8.1-beta/bin/gmvault sync --multiple-db-owner --type quick aaronmk.nceas@gmail.com
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		/Applications/gmvault-v1.8.1-beta/bin/gmvault sync --multiple-db-owner --type quick aaronmk@nceas.ucsb.edu
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		open Thunderbird
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		click the All Mail folder for each account and wait for it to download the e-mails in it
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	to back up the version history:
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		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
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		svnsync sync file:///home/aaronmk/Dropbox/docs/BIEN/svn_repo/ # initial runtime: 1.5 h ("08:21:38" - "06:45:26") @vegbiendev
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		(cd ~/Dropbox/docs/BIEN/git/; git svn fetch)
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		overwrite=1        src=~ dest='aaronmk@jupiter.nceas.ucsb.edu:~' put Dropbox/docs/BIEN/svn_repo/ # runtime: 1 min ("1:05.08")
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			then rerun with l=1 ...
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		overwrite=1        src=~ dest='aaronmk@jupiter.nceas.ucsb.edu:~' put Dropbox/docs/BIEN/git/
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			then rerun with l=1 ...
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		on local machine:
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		overwrite=1 swap=1 src=~ dest='aaronmk@jupiter.nceas.ucsb.edu:~' put Dropbox/docs/BIEN/svn_repo/ # runtime: 30 s ("36.19")
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			then rerun with l=1 ...
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		overwrite=1 swap=1 src=~ dest='aaronmk@jupiter.nceas.ucsb.edu:~' put Dropbox/docs/BIEN/git/
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			then rerun with l=1 ...
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	VegCore data dictionary:
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		Regularly, or whenever the VegCore data dictionary page
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			(https://projects.nceas.ucsb.edu/nceas/projects/bien/wiki/VegCore)
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			is changed, regenerate mappings/VegCore.csv:
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			On local machine:
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			make mappings/VegCore.htm-remake; make mappings/
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			svn di mappings/VegCore.tables.redmine
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			If there are changes, update the data dictionary's Tables section
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			When moving terms, check that no terms were lost: svn di
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			svn ci -m 'mappings/VegCore.htm: regenerated from wiki'
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	Important: Whenever you install a system update that affects PostgreSQL or
405
		any of its dependencies, such as libc, you should restart the PostgreSQL
406
		server. Otherwise, you may get strange errors like "the database system
407
		is in recovery mode" which go away upon reimport, or you may not be able
408
		to access the database as the postgres superuser. This applies to both
409
		Linux and Mac OS X.
410

    
411
Backups:
412
	Archived imports:
413
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
414
		Back up: make backups/<version>.backup &
415
			Note: To back up the last import, you must archive it first:
416
				make schemas/rotate
417
		Test: make -s backups/<version>.backup/test &
418
		Restore: make backups/<version>.backup/restore &
419
		Remove: make backups/<version>.backup/remove
420
		Download: make backups/<version>.backup/download
421
	TNRS cache:
422
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
423
		Back up: make backups/TNRS.backup-remake &
424
			runtime: 3 min ("real 2m48.859s")
425
		Restore:
426
			yes|make inputs/.TNRS/uninstall
427
			make backups/TNRS.backup/restore &
428
				runtime: 5.5 min ("real 5m35.829s")
429
			yes|make schemas/public/reinstall
430
				Must come after TNRS restore to recreate tnrs_input_name view
431
	Full DB:
432
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
433
		Back up: make backups/vegbien.<version>.backup &
434
		Test: make -s backups/vegbien.<version>.backup/test &
435
		Restore: make backups/vegbien.<version>.backup/restore &
436
		Download: make backups/vegbien.<version>.backup/download
437
	Import logs:
438
		On local machine:
439
		Download: make inputs/download-logs live=1
440

    
441
Datasource refreshing:
442
	VegBank:
443
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
444
		make inputs/VegBank/vegbank.sql-remake
445
		make inputs/VegBank/reinstall quiet=1 &
446

    
447
Schema changes:
448
	On local machine:
449
	When changing the analytical views, run sync_analytical_..._to_view()
450
		to update the corresponding table
451
	Remember to update the following files with any renamings:
452
		schemas/filter_ERD.csv
453
		mappings/VegCore-VegBIEN.csv
454
		mappings/verify.*.sql
455
	Regenerate schema from installed DB: make schemas/remake
456
	Reinstall DB from schema: make schemas/public/reinstall schemas/reinstall
457
		**WARNING**: This will delete the public schema of your VegBIEN DB!
458
	If needed, reinstall staging tables:
459
		On local machine:
460
			sudo -E -u postgres psql <<<'ALTER DATABASE vegbien RENAME TO vegbien_prev'
461
			make db
462
			. bin/reinstall_all
463
			Fix any bugs and retry until no errors
464
			make schemas/public/install
465
				This must be run *after* the datasources are installed, because
466
				views in public depend on some of the datasources
467
			sudo -E -u postgres psql <<<'DROP DATABASE vegbien_prev'
468
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
469
			repeat the above steps
470
			**WARNING**: Do not run this until reinstall_all runs successfully
471
			on the local machine, or the live DB may be unrestorable!
472
	Sync ERD with vegbien.sql schema:
473
		Run make schemas/vegbien.my.sql
474
		Open schemas/vegbien.ERD.mwb in MySQLWorkbench
475
		Go to File > Export > Synchronize With SQL CREATE Script...
476
		For Input File, select schemas/vegbien.my.sql
477
		Click Continue
478
		In the changes list, select each table with an arrow next to it
479
		Click Update Model
480
		Click Continue
481
		Note: The generated SQL script will be empty because we are syncing in
482
			the opposite direction
483
		Click Execute
484
		Reposition any lines that have been reset
485
		Add any new tables by dragging them from the Catalog in the left sidebar
486
			to the diagram
487
		Remove any deleted tables by right-clicking the table's diagram element,
488
			selecting Delete '<table name>', and clicking Delete
489
		Save
490
		If desired, update the graphical ERD exports (see below)
491
	Update graphical ERD exports:
492
		Go to File > Export > Export as PNG...
493
		Select schemas/vegbien.ERD.png and click Save
494
		Go to File > Export > Export as SVG...
495
		Select schemas/vegbien.ERD.svg and click Save
496
		Go to File > Export > Export as Single Page PDF...
497
		Select schemas/vegbien.ERD.1_pg.pdf and click Save
498
		Go to File > Print...
499
		In the lower left corner, click PDF > Save as PDF...
500
		Set the Title and Author to ""
501
		Select schemas/vegbien.ERD.pdf and click Save
502
		Commit: svn ci -m "schemas/vegbien.ERD.mwb: Regenerated exports"
503
	Refactoring tips:
504
		To rename a table:
505
			In vegbien.sql, do the following:
506
				Replace regexp (?<=_|\b)<old>(?=_|\b) with <new>
507
					This is necessary because the table name is *everywhere*
508
				Search for <new>
509
				Manually change back any replacements inside comments
510
		To rename a column:
511
			Rename the column: ALTER TABLE <table> RENAME <old> TO <new>;
512
			Recreate any foreign key for the column, removing CONSTRAINT <name>
513
				This resets the foreign key name using the new column name
514
	Creating a poster of the ERD:
515
		Determine the poster size:
516
			Measure the line height (from the bottom of one line to the bottom
517
				of another): 16.3cm/24 lines = 0.679cm
518
			Measure the height of the ERD: 35.4cm*2 = 70.8cm
519
			Zoom in as far as possible
520
			Measure the height of a capital letter: 3.5mm
521
			Measure the line height: 8.5mm
522
			Calculate the text's fraction of the line height: 3.5mm/8.5mm = 0.41
523
			Calculate the text height: 0.679cm*0.41 = 0.28cm
524
			Calculate the text height's fraction of the ERD height:
525
				0.28cm/70.8cm = 0.0040
526
			Measure the text height on the *VegBank* ERD poster: 5.5mm = 0.55cm
527
			Calculate the VegBIEN poster height to make the text the same size:
528
				0.55cm/0.0040 = 137.5cm H; *1in/2.54cm = 54.1in H
529
			The ERD aspect ratio is 11 in W x (2*8.5in H) = 11x17 portrait
530
			Calculate the VegBIEN poster width: 54.1in H*11W/17H = 35.0in W
531
			The minimum VegBIEN poster size is 35x54in portrait
532
		Determine the cost:
533
			The FedEx Kinkos near NCEAS (1030 State St, Santa Barbara, CA 93101)
534
				charges the following for posters:
535
				base: $7.25/sq ft
536
				lamination: $3/sq ft
537
				mounting on a board: $8/sq ft
538

    
539
Testing:
540
	On a development machine, you should put the following in your .profile:
541
		umask ug=rwx,o= # prevent files from becoming web-accessible
542
		export log= n=2
543
	For development machine specs, see /planning/resources/dev_machine.specs/
544
	On local machine:
545
	Mapping process: make test
546
		Including column-based import: make test by_col=1
547
			If the row-based and column-based imports produce different inserted
548
			row counts, this usually means that a table is underconstrained
549
			(the unique indexes don't cover all possible rows).
550
			This can occur if you didn't use COALESCE(field, null_value) around
551
			a nullable field in a unique index. See sql_gen.null_sentinels for
552
			the appropriate null value to use.
553
	Map spreadsheet generation: make remake
554
	Missing mappings: make missing_mappings
555
	Everything (for most complete coverage): make test-all
556

    
557
Debugging:
558
	"Binary chop" debugging:
559
		(This is primarily useful for regressions that occurred in a previous
560
		revision, which was committed without running all the tests)
561
		svn up -r <rev>; make inputs/.TNRS/reinstall; make schemas/public/reinstall; make <failed-test>.xml
562
	.htaccess:
563
		mod_rewrite:
564
			**IMPORTANT**: whenever you change the DirectorySlash setting for a
565
				directory, you *must* clear your browser's cache to ensure that
566
				a cached redirect is not used. this is because RewriteRule
567
				redirects are (by default) temporary, but DirectorySlash
568
				redirects are permanent.
569
				for Firefox:
570
					press Cmd+Shift+Delete
571
					check only Cache
572
					press Enter or click Clear Now
573

    
574
WinMerge setup:
575
	In a Windows VM:
576
	Install WinMerge from <http://winmerge.org/>
577
	Open WinMerge
578
	Go to Edit > Options and click Compare in the left sidebar
579
	Enable "Moved block detection", as described at
580
		<http://manual.winmerge.org/Configuration.html#d0e5892>.
581
	Set Whitespace to Ignore change, as described at
582
		<http://manual.winmerge.org/Configuration.html#d0e5758>.
583

    
584
Documentation:
585
	To generate a Redmine-formatted list of steps for column-based import:
586
		On local machine:
587
		make schemas/public/reinstall
588
		make inputs/ACAD/Specimen/logs/steps.by_col.log.sql
589
	To import and scrub just the test taxonomic names:
590
		ssh -t vegbiendev.nceas.ucsb.edu exec sudo su - aaronmk
591
		inputs/test_taxonomic_names/test_scrub
592

    
593
General:
594
	To see a program's description, read its top-of-file comment
595
	To see a program's usage, run it without arguments
596
	To remake a directory: make <dir>/remake
597
	To remake a file: make <file>-remake
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