Installation: Install: make install WARNING: This will delete the current public schema of your VegBIEN DB! Uninstall: make uninstall WARNING: This will delete your entire VegBIEN DB! This includes all archived imports and staging tables. Maintenance: Important: Whenever you install a system update that affects PostgreSQL or any of its dependencies, such as libc, you should restart the PostgreSQL server. Otherwise, you may get strange errors like "the database system is in recovery mode" which go away upon reimport. Data import: Import data into VegBIEN: . bin/import_all Using column-based import: . bin/with_all 'import by_col=1' Stop all running imports: . bin/stop_imports Archive the last import: make schemas/rotate Remove the last import: make schemas/public/reinstall WARNING: This will delete the current public schema of your VegBIEN DB! Re-import data: make schemas/rotate; . bin/import_all Note: This will archive the last import. Backups: After a new import: On vegbiendev: make schemas/rotate Rename the rotated schema using the date in the first datasource's log file name tail inputs/*/import/*.-*.log.sql Check that every input's log ends in "Encountered 0 error(s)" If many do not, fix the bug and discard the current (partial) import Otherwise, continue Delete previous imports so they won't bloat the full DB backup: make backups/public..backup/remove make backups/.backup/test & make backups/vegbien.backup/all & On local machine: make inputs/download-logs make backups/download & If desired, record the import times in inputs/import.stats.xls Archived imports: Back up: make backups/public..backup & Note: To back up the last import, you must archive it first (above) Test: make backups/public..backup/test & Restore: make backups/public..backup/restore & Remove: make backups/public..backup/remove Download: make backups/download Full DB: Back up, test, and rotate: make backups/vegbien.backup/all & Back up and rotate: make backups/vegbien.backup/rotate & Test: make backups/vegbien..backup/test & Restore: make backups/vegbien..backup/restore & Download: make backups/download Import logs: Download: make inputs/download-logs Datasource setup: Add a new datasource: make inputs//add may not contain spaces, and should be abbreviated. If the datasource is a herbarium, should be the herbarium code as defined by the Index Herbariorum Populate the src/ subdir with input data: Obtain/create CSVs for the table(s) present in the datasource: specimens, plots, organisms, stems If there are multiple part files for a table, and the header is repeated in each part, make sure each header is EXACTLY the same. (If the headers are not the same, the CSV concatenation script assumes the part files don't have individual headers and treats the subsequent headers as data rows.) Rename each CSV so it ends in ".." (see tables above) Auto-create the map spreadsheets: make inputs//; make inputs// Note: Must be run twice to properly bootstrap all maps. svn add inputs//maps/{*.csv,.*.last_cleanup} Install the staging tables: make inputs//reinstall quiet=1 & To view progress: tail -f inputs//import/install-
.log.sql View the logs: tail -n +1 inputs//import/install-*.log.sql tail provides a header line with the filename +1 starts at the first line, to show the whole file For every file with an error 'column "..." specified more than once': Add a header override file "+header.
." in src/: Note: The leading "+" should sort it before the flat files. "_" unfortunately sorts *after* capital letters in ASCII. Create a text file containing the header line of the flat files Add an ! at the beginning of the line This signals cat_csv that this is a header override. For empty names, use their 0-based column # (by convention) For duplicate names, add a distinguishing suffix For long names that collided, rename them to <= 63 chars long Do NOT make readability changes in this step; that is what the map spreadsheets (below) are for. Save svn add inputs//src/ If you made any changes, re-run the install command above Map each table's columns: In the maps/ subdir, for each "via map" of the form ".
.csv": Open the map in a spreadsheet editor In /mappings, open the corresponding "core map" of the form "-VegBIEN.
.csv" In each row of the via map, set the right column to a value from the left column of the core map Save Regenerate the derived maps: make inputs// Accept the test cases: make inputs//test/ When prompted to "Accept new test output", enter y and press ENTER If you instead get errors, do one of the following for each one: - If the error was due to a bug, fix it - Add a SQL function that filters or transforms the invalid data - Make an empty mapping for the columns that produced the error. Put something in the Comments column of the map spreadsheet to prevent the automatic mapper from auto-removing the mapping. When accepting tests, it's helpful to use WinMerge (see WinMerge setup below for configuration) svn add inputs//test/*.ref Commit: svn ci -m "Added inputs//" inputs// Update vegbiendev: On vegbiendev: svn up On local machine: make inputs/upload On vegbiendev: Follow the steps under Install the staging tables above Schema changes: Regenerate schema from installed DB: make schemas/remake Reinstall DB from schema: make schemas/reinstall WARNING: This will delete the current public schema of your VegBIEN DB! Reinstall errors tables: make inputs/install errors_table_only=1 Reinstall staging tables: . bin/reinstall_all Sync ERD with vegbien.sql schema: Run make schemas/vegbien.my.sql Open schemas/vegbien.ERD.mwb in MySQLWorkbench Go to File > Export > Synchronize With SQL CREATE Script... For Input File, select schemas/vegbien.my.sql Click Continue Click in the changes list and press Ctrl+A or Apple+A to select all Click Update Model Click Continue Note: The generated SQL script will be empty because we are syncing in the opposite direction Click Execute Reposition any lines that have been reset Add any new tables by dragging them from the Catalog in the left sidebar to the diagram Remove any deleted tables by right-clicking the table's diagram element, selecting Delete '
', and clicking Delete Save If desired, update the graphical ERD exports (see below) Update graphical ERD exports: Go to File > Export > Export as PNG... Select schemas/vegbien.ERD.png and click Save Go to File > Export > Export as SVG... Select schemas/vegbien.ERD.svg and click Save Go to File > Export > Export as Single Page PDF... Select schemas/vegbien.ERD.pdf and click Save Go to File > Print... For Pages, choose From 1 To 1 In the lower left corner, click PDF > Save as PDF... Set the Title and Author to "" Select schemas/vegbien.ERD.core.pdf and click Save Testing: Mapping process: make test Map spreadsheet generation: make remake Missing mappings: make missing_mappings Everything (for most complete coverage): make test-all WinMerge setup: Install WinMerge from Open WinMerge Go to Edit > Options and click Compare in the left sidebar Enable "Moved block detection", as described at . Set Whitespace to Ignore change, as described at . Documentation: To generate a Redmine-formatted list of steps for column-based import: make inputs/QMOR/import/steps.by_col.sql General: To see a program's description, read its top-of-file comment To see a program's usage, run it without arguments To remake a directory: make /remake To remake a file: make -remake