Project

General

Profile

1 702 aaronmk
Installation:
2
    Install: make install
3 3370 aaronmk
        WARNING: This will delete the current public schema of your VegBIEN DB!
4 702 aaronmk
    Uninstall: make uninstall
5 3370 aaronmk
        WARNING: This will delete your entire VegBIEN DB!
6 3374 aaronmk
        This includes all archived imports and staging tables.
7 554 aaronmk
8 3674 aaronmk
Maintenance:
9
    Important: Whenever you install a system update that affects PostgreSQL or
10
        any of its dependencies, such as libc, you should restart the PostgreSQL
11
        server. Otherwise, you may get strange errors like "the database system
12
        is in recovery mode" which go away upon reimport.
13
14 702 aaronmk
Data import:
15 4487 aaronmk
    On local machine:
16
        make test by_col=1
17 5016 aaronmk
            See note under Testing below
18 4487 aaronmk
    On vegbiendev:
19 4482 aaronmk
    svn up
20 6059 aaronmk
    make inputs/upload
21
    For each newly-uploaded datasource: make inputs/<datasrc>/reinstall
22 4482 aaronmk
    Update the schemas: make schemas/reinstall
23
        WARNING: This will delete the current public schema of your VegBIEN DB!
24
        To save it: make schemas/rotate
25 4793 aaronmk
        Important: This must be done *after* running make_analytical_db on a
26
            previous import
27 5206 aaronmk
    Start column-based import: . bin/import_all by_col=1
28
        To use row-based import: . bin/import_all
29 4481 aaronmk
        To stop all running imports: . bin/stop_imports
30 5318 aaronmk
        WARNING: Do NOT run import_all in the background, or the jobs it creates
31
            won't be owned by your shell.
32 5563 aaronmk
        Note that import_all will several hours to import the NCBI backbone and
33
            TNRS names before returning control to the shell.
34 4481 aaronmk
    Wait (overnight) for the import to finish
35 6103 aaronmk
    tail inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
36
    Check that every input's log ends in "Encountered 0 error(s)"
37
    If many do not, fix the bug and discard the current (partial) import:
38
        make schemas/public/reinstall
39
    Otherwise, continue
40 6105 aaronmk
    Determine the import name:
41
        bin/import_name inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
42
    Archive the last import: make schemas/rename/public.<import_name>
43 4790 aaronmk
        Important: This must be done *after* running make_analytical_db
44 4481 aaronmk
    Delete previous imports so they won't bloat the full DB backup:
45 5461 aaronmk
        make backups/public.<version>.backup/remove
46 5917 aaronmk
    make backups/TNRS.backup-remake &
47 5461 aaronmk
    make backups/public.<version>.backup/test &
48
    make backups/vegbien.<version>.backup/test &
49 4481 aaronmk
    On local machine:
50 6049 aaronmk
        make inputs/download-logs
51 4623 aaronmk
        make backups/download
52 4677 aaronmk
    If desired, record the import times in inputs/import.stats.xls:
53
        Open inputs/import.stats.xls
54
        Insert a copy of the leftmost Column-based column group before it
55
        Update the import date in the upper-right corner
56 5461 aaronmk
        ./bin/import_times inputs/{.,}*/*/logs/*.r<revision>[.-]*log.sql
57 4677 aaronmk
        Paste the output over the # Rows/Time columns, making sure that the
58
            row counts match up with the previous import's row counts
59
        If the row counts do not match up, insert or reorder rows as needed
60
            until they do
61 4777 aaronmk
        Commit: svn ci -m "inputs/import.stats.xls: Updated import times"
62 6212 aaronmk
    To remake analytical DB: bin/make_analytical_db &
63
        To view progress:
64
            tail -f inputs/analytical_db/logs/make_analytical_db.log.sql
65 3381 aaronmk
66 3545 aaronmk
Backups:
67 3408 aaronmk
    Archived imports:
68
        Back up: make backups/public.<date>.backup &
69 3546 aaronmk
            Note: To back up the last import, you must archive it first (above)
70 3410 aaronmk
        Test: make backups/public.<date>.backup/test &
71 3408 aaronmk
        Restore: make backups/public.<date>.backup/restore &
72
        Remove: make backups/public.<date>.backup/remove
73 3701 aaronmk
        Download: make backups/download
74 5801 aaronmk
    TNRS cache:
75
        Back up: make backups/TNRS.backup-remake &
76
        Restore:
77
            yes|make inputs/.TNRS/uninstall
78
            make backups/TNRS.backup/restore &
79
            yes|make schemas/public/reinstall
80
                Must come after TNRS restore to recreate tnrs_input_name view
81 3408 aaronmk
    Full DB:
82 3546 aaronmk
        Back up, test, and rotate: make backups/vegbien.backup/all &
83 3439 aaronmk
        Back up and rotate: make backups/vegbien.backup/rotate &
84
        Test: make backups/vegbien.<date>.backup/test &
85
        Restore: make backups/vegbien.<date>.backup/restore &
86 3701 aaronmk
        Download: make backups/download
87 3698 aaronmk
    Import logs:
88
        Download: make inputs/download-logs
89 554 aaronmk
90 1773 aaronmk
Datasource setup:
91 4219 aaronmk
    Add a new datasource: make inputs/<datasrc>/add
92
        <datasrc> may not contain spaces, and should be abbreviated.
93
        If the datasource is a herbarium, <datasrc> should be the herbarium code
94
            as defined by the Index Herbariorum <http://sweetgum.nybg.org/ih/>
95 4360 aaronmk
    Install any MySQL export:
96
        Create database in phpMyAdmin
97
        mysql -p database <export.sql
98 4218 aaronmk
    Add input data for each table present in the datasource:
99
        Choose a table name from <https://projects.nceas.ucsb.edu/nceas/projects
100
            /bien/wiki/VegCSV#Suggested-table-names>, or use a custom name
101 4264 aaronmk
        Note that if this table will be joined together with another table, its
102
            name must end in ".src"
103 4219 aaronmk
        make inputs/<datasrc>/<table>/add
104 4342 aaronmk
            Important: DO NOT just create an empty directory named <table>!
105
                This command also creates necessary subdirs, such as logs/.
106 4219 aaronmk
        Place the CSV for the table in inputs/<datasrc>/<table>/
107 4264 aaronmk
            OR place a query joining other tables together in
108 5881 aaronmk
            inputs/<datasrc>/<table>/create.sql
109 4212 aaronmk
        Important: When exporting relational databases to CSVs, you MUST ensure
110
            that embedded quotes are escaped by doubling them, *not* by
111
            preceding them with a "\" as is the default in phpMyAdmin
112 3612 aaronmk
        If there are multiple part files for a table, and the header is repeated
113
            in each part, make sure each header is EXACTLY the same.
114
             (If the headers are not the same, the CSV concatenation script
115
             assumes the part files don't have individual headers and treats the
116
             subsequent headers as data rows.)
117 4255 aaronmk
        Add <table> to inputs/<datasrc>/import_order.txt before other tables
118 4220 aaronmk
            that depend on it
119 3611 aaronmk
    Install the staging tables:
120 4219 aaronmk
        make inputs/<datasrc>/reinstall quiet=1 &
121
        To view progress: tail -f inputs/<datasrc>/<table>/logs/install.log.sql
122
        View the logs: tail -n +1 inputs/<datasrc>/*/logs/install.log.sql
123 3611 aaronmk
            tail provides a header line with the filename
124
            +1 starts at the first line, to show the whole file
125
        For every file with an error 'column "..." specified more than once':
126 4182 aaronmk
            Add a header override file "+header.<ext>" in <table>/:
127 3611 aaronmk
                Note: The leading "+" should sort it before the flat files.
128
                    "_" unfortunately sorts *after* capital letters in ASCII.
129
                Create a text file containing the header line of the flat files
130
                Add an ! at the beginning of the line
131
                    This signals cat_csv that this is a header override.
132
                For empty names, use their 0-based column # (by convention)
133
                For duplicate names, add a distinguishing suffix
134
                For long names that collided, rename them to <= 63 chars long
135
                Do NOT make readability changes in this step; that is what the
136
                    map spreadsheets (below) are for.
137
                Save
138
        If you made any changes, re-run the install command above
139 6015 aaronmk
    Auto-create the map spreadsheets: make inputs/<datasrc>/
140 3576 aaronmk
    Map each table's columns:
141 4125 aaronmk
        In each <table>/ subdir, for each "via map" map.csv:
142 3576 aaronmk
            Open the map in a spreadsheet editor
143 4125 aaronmk
            Open the "core map" /mappings/Veg+-VegBIEN.csv
144 3576 aaronmk
            In each row of the via map, set the right column to a value from the
145
                left column of the core map
146
            Save
147 4219 aaronmk
        Regenerate the derived maps: make inputs/<datasrc>/
148 3593 aaronmk
    Accept the test cases:
149 4219 aaronmk
        make inputs/<datasrc>/test
150 3593 aaronmk
            When prompted to "Accept new test output", enter y and press ENTER
151 3690 aaronmk
            If you instead get errors, do one of the following for each one:
152
            -   If the error was due to a bug, fix it
153
            -   Add a SQL function that filters or transforms the invalid data
154
            -   Make an empty mapping for the columns that produced the error.
155
                Put something in the Comments column of the map spreadsheet to
156
                prevent the automatic mapper from auto-removing the mapping.
157 3783 aaronmk
            When accepting tests, it's helpful to use WinMerge
158
                (see WinMerge setup below for configuration)
159 4476 aaronmk
        make inputs/<datasrc>/test by_col=1
160
            If you get errors this time, this always indicates a bug, usually in
161
                either the unique constraints or column-based import itself
162 5881 aaronmk
    Add newly-created files: make inputs/<datasrc>/add
163 4219 aaronmk
    Commit: svn ci -m "Added inputs/<datasrc>/" inputs/<datasrc>/
164 3585 aaronmk
    Update vegbiendev:
165
        On vegbiendev: svn up
166
        On local machine: make inputs/upload
167 4291 aaronmk
        On vegbiendev:
168
            Follow the steps under Install the staging tables above
169
            make inputs/<datasrc>/test
170 1773 aaronmk
171 702 aaronmk
Schema changes:
172 5227 aaronmk
    Remember to update the following files with any renamings:
173
        schemas/filter_ERD.csv
174
        mappings/VegCore-VegBIEN.csv
175 6058 aaronmk
        mappings/verify.*.sql
176 702 aaronmk
    Regenerate schema from installed DB: make schemas/remake
177 1967 aaronmk
    Reinstall DB from schema: make schemas/reinstall
178 3370 aaronmk
        WARNING: This will delete the current public schema of your VegBIEN DB!
179 3589 aaronmk
    Reinstall staging tables: . bin/reinstall_all
180 702 aaronmk
    Sync ERD with vegbien.sql schema:
181
        Run make schemas/vegbien.my.sql
182
        Open schemas/vegbien.ERD.mwb in MySQLWorkbench
183
        Go to File > Export > Synchronize With SQL CREATE Script...
184
        For Input File, select schemas/vegbien.my.sql
185
        Click Continue
186
        Click in the changes list and press Ctrl+A or Apple+A to select all
187
        Click Update Model
188
        Click Continue
189
        Note: The generated SQL script will be empty because we are syncing in
190
            the opposite direction
191
        Click Execute
192
        Reposition any lines that have been reset
193
        Add any new tables by dragging them from the Catalog in the left sidebar
194
            to the diagram
195
        Remove any deleted tables by right-clicking the table's diagram element,
196
            selecting Delete '<table name>', and clicking Delete
197
        Save
198 1774 aaronmk
        If desired, update the graphical ERD exports (see below)
199
    Update graphical ERD exports:
200 702 aaronmk
        Go to File > Export > Export as PNG...
201 1774 aaronmk
        Select schemas/vegbien.ERD.png and click Save
202 702 aaronmk
        Go to File > Export > Export as SVG...
203 1774 aaronmk
        Select schemas/vegbien.ERD.svg and click Save
204 702 aaronmk
        Go to File > Export > Export as Single Page PDF...
205 4087 aaronmk
        Select schemas/vegbien.ERD.1_pg.pdf and click Save
206 1774 aaronmk
        Go to File > Print...
207
        In the lower left corner, click PDF > Save as PDF...
208
        Set the Title and Author to ""
209 4087 aaronmk
        Select schemas/vegbien.ERD.pdf and click Save
210 5226 aaronmk
    Refactoring tips:
211
        To rename a table:
212
            In vegbien.sql, do the following:
213
                Replace regexp (?<=_|\b)<old>(?=_|\b) with <new>
214
                    This is necessary because the table name is *everywhere*
215
                Search for <new>
216
                Manually change back any replacements inside comments
217
        To rename a column:
218
            Rename the column: ALTER TABLE <table> RENAME <old> TO <new>;
219
            Recreate any foreign key for the column, removing CONSTRAINT <name>
220
                This resets the foreign key name using the new column name
221 203 aaronmk
222 1459 aaronmk
Testing:
223
    Mapping process: make test
224 4292 aaronmk
        Including column-based import: make test by_col=1
225 4985 aaronmk
            If the row-based and column-based imports produce different inserted
226
            row counts, this usually means that a table is underconstrained
227
            (the unique indexes don't cover all possible rows).
228
            This can occur if you didn't use COALESCE(field, null_value) around
229
            a nullable field in a unique index. See sql_gen.null_sentinels for
230
            the appropriate null value to use.
231 1459 aaronmk
    Map spreadsheet generation: make remake
232 1744 aaronmk
    Missing mappings: make missing_mappings
233 1459 aaronmk
    Everything (for most complete coverage): make test-all
234 702 aaronmk
235 3783 aaronmk
WinMerge setup:
236
    Install WinMerge from <http://winmerge.org/>
237 3785 aaronmk
    Open WinMerge
238
    Go to Edit > Options and click Compare in the left sidebar
239 3783 aaronmk
    Enable "Moved block detection", as described at
240
        <http://manual.winmerge.org/Configuration.html#d0e5892>.
241 3784 aaronmk
    Set Whitespace to Ignore change, as described at
242
        <http://manual.winmerge.org/Configuration.html#d0e5758>.
243 3783 aaronmk
244 3133 aaronmk
Documentation:
245
    To generate a Redmine-formatted list of steps for column-based import:
246 6291 aaronmk
        make inputs/ACAD/Specimen/logs/steps.by_col.log.sql
247 5210 aaronmk
    To import and scrub just the test taxonomic names:
248 5415 aaronmk
        inputs/test_taxonomic_names/test_scrub
249 3133 aaronmk
250 702 aaronmk
General:
251
    To see a program's description, read its top-of-file comment
252
    To see a program's usage, run it without arguments
253 3389 aaronmk
    To remake a directory: make <dir>/remake
254
    To remake a file: make <file>-remake