Project

General

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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 current 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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Maintenance:
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	on a live machine, you should put the following in your .profile:
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		umask ug=rwx,o= # prevent files from becoming web-accessible
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		unset TMOUT # TMOUT causes screen to exit even with background processes
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	to synchronize vegbiendev, jupiter, and your local machine:
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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 vegbiendev, upload:
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				env overwrite=1             src=. dest='aaronmk@jupiter:~/bien' put --no-group --exclude=.svn --exclude=install.log.sql --exclude='*.backup' --exclude='/backups/analytical_aggregate.*.csv' --exclude='inputs/GBIF/**.data.sql' --exclude='bin/dotlockfile'
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					then rerun with env l=1 ...
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				env overwrite=1 del=        src=. dest='aaronmk@jupiter:~/bien' put --no-group --exclude=.svn --exclude=install.log.sql --exclude='inputs/GBIF/**.data.sql'
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					then rerun with env l=1 ...
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			on your machine, download:
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				env overwrite=1      swap=1 src=. dest='aaronmk@jupiter:~/bien' put            --exclude=.svn inputs/VegBIEN/TWiki
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					then rerun with env l=1 ...
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				env overwrite=1 del= swap=1 src=. dest='aaronmk@jupiter:~/bien' put            --exclude=.svn --exclude=install.log.sql --exclude='*.backup' --exclude='/backups/analytical_aggregate.*.csv' --exclude='inputs/GBIF/**.data.sql' --exclude='bin/dotlockfile'
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					then rerun with env 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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			env overwrite=1 swap=1 src=~/Library/ dest='aaronmk@jupiter:~/Library/' put --exclude="/Saved Application State"
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				then rerun with env 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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			env overwrite=1        src=~ dest='aaronmk@jupiter:~' put --exclude="/Library/Saved Application State" --exclude="/.Trash" --exclude="/bin" --exclude="/bin/pg_ctl" --exclude="/bin/unzip" --exclude="/Documents/BIEN/large_files" --exclude="/Documents/BIEN/svn/backups/*.backup" --exclude="/Documents/BIEN/svn/backups/analytical_aggregate.*.csv" --exclude="/Dropbox/home"
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				then rerun with env l=1 ...
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			env overwrite=1        src=~ dest=~/Dropbox/home      put --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 env l=1 ...
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	to backup files not in Time Machine:
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		env inplace=1 src=/ dest=/Volumes/Time\ Machine\ Backups/ put Users/aaronmk/VirtualBox\ VMs/
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			then rerun with env l=1 ...
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		stop the PostgreSQL server
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		sudo env src=/ dest=/Volumes/Time\ Machine\ Backups/ put Library/PostgreSQL/9.1/data/
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			then rerun with env l=1 ...
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		start the PostgreSQL server
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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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			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
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		any of its dependencies, such as libc, you should restart the PostgreSQL
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		server. Otherwise, you may get strange errors like "the database system
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		is in recovery mode" which go away upon reimport, or you may not be able
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		to access the database as the postgres superuser. This applies to both
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		Linux and Mac OS X.
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Single datasource import:
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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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	(Re)scrub: make inputs/<datasrc>/rescrub by_col=1
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	Note that these commands also work if the datasource is not yet imported
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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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	On jupiter: 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 test by_col=1
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			See note under Testing below
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	On vegbiendev:
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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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	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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		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 150GB of disk space on /: df -h
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		The import schema is 100GB, 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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	set -o ignoreeof #prevent Ctrl+D from exiting `screen` to keep attached jobs
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	unset TMOUT # TMOUT causes screen to exit even with background processes
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	unset version
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	Start column-based import: . bin/import_all by_col=1
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		To use row-based import: . bin/import_all
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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 creates
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			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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	Wait (overnight) for the import to finish
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	To recover from a closed terminal window: screen -r
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	When there are no more running jobs, exit the screen
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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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	Upload logs (run on vegbiendev): make inputs/upload
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	On local machine: make inputs/download-logs
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	In PostgreSQL:
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		Check that the provider_count and source tables contain entries for all
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			inputs
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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 inputs/.TNRS/schema.sql
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				rm inputs/.TNRS/tnrs/header.csv
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				make inputs/.TNRS/reinstall schema_only=1
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				make schemas/public/reinstall
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				If there are errors "column ... does not exist", etc.:
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					Make the necessary changes in schemas/vegbien.sql
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					make schemas/public/reinstall
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				make schemas/remake
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				inputs/test_taxonomic_names/test_scrub
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				In inputs/test_taxonomic_names/_scrub/TNRS.sql, copy the
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					"COPY tnrs ..." statement to inputs/.TNRS/data.sql
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				Commit
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			On vegbiendev:
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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
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	unset version
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	backups/fix_perms
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	make backups/upload
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	On jupiter:
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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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	On nimoy:
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		cd /home/bien/svn/
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		svn up
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		export version=<version>
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		make backups/analytical_stem.$version.csv/download
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		In the bien_web DB:
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			Create the analytical_stem_<version> table using its schema
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				in schemas/vegbien.my.sql
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		make -s backups/analytical_stem.$version.csv.md5/test
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		Check that "OK" is printed next to the filename
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		env table=analytical_stem_$version bin/publish_analytical_db \
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			backups/analytical_stem.$version.csv
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	If desired, record the import times in inputs/import.stats.xls:
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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/$version.log.sql
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		Commit: svn ci -m "inputs/import.stats.xls: Updated import times"
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	To run TNRS:
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		export version=<version>
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		make scrub by_col=1 &
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		To view progress:
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			tail -100 inputs/.TNRS/tnrs/logs/tnrs.make.log.sql
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	To remake analytical DB:
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		export version=<version>
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		bin/make_analytical_db &
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		To view progress:
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			tail -100 inputs/analytical_db/logs/make_analytical_db.log.sql
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	To back up DB (staging tables and last import):
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		export version=<version>
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		If before renaming to public: export dump_opts=--exclude-schema=public
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		make backups/vegbien.$version.backup/test &
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Backups:
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	Archived imports:
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		Back up: make backups/<version>.backup &
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			Note: To back up the last import, you must archive it first:
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				make schemas/rotate
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		Test: make -s backups/<version>.backup/test &
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		Restore: make backups/<version>.backup/restore &
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		Remove: make backups/<version>.backup/remove
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		Download: make backups/download
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	TNRS cache:
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		Back up: make backups/TNRS.backup-remake &
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		Restore:
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			yes|make inputs/.TNRS/uninstall
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			make backups/TNRS.backup/restore &
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			yes|make schemas/public/reinstall
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				Must come after TNRS restore to recreate tnrs_input_name view
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	Full DB:
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		Back up: make backups/vegbien.<version>.backup &
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		Test: make -s backups/vegbien.<version>.backup/test &
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		Restore: make backups/vegbien.<version>.backup/restore &
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		Download: make backups/download
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	Import logs:
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		Download: make inputs/download-logs
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Datasource setup:
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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 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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			On vegbiendev:
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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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	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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		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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		On jupiter: 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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		On vegbiendev:
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			svn up
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			make inputs/download
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			Follow the steps under Install the staging tables above
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Datasource refreshing:
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	VegBank:
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		make inputs/VegBank/vegbank.sql-remake
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		make inputs/VegBank/reinstall quiet=1 &
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Schema changes:
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	When changing the analytical views, run sync_analytical_..._to_view()
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		to update the corresponding table
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	Remember to update the following files with any renamings:
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		schemas/filter_ERD.csv
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		mappings/VegCore-VegBIEN.csv
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		mappings/verify.*.sql
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	Regenerate schema from installed DB: make schemas/remake
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	Reinstall DB from schema: make schemas/public/reinstall schemas/reinstall
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		WARNING: This will delete the current public schema of your VegBIEN DB!
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	Reinstall staging tables:
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		On local machine:
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			sudo -E -u postgres psql <<<'ALTER DATABASE vegbien RENAME TO vegbien_prev'
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			make db
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			. bin/reinstall_all
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			Fix any bugs and retry until no errors
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			make schemas/public/install
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				This must be run *after* the datasources are installed, because
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				views in public depend on some of the datasources
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			sudo -E -u postgres psql <<<'DROP DATABASE vegbien_prev'
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		On vegbiendev: repeat the above steps
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			WARNING: Do not run this until reinstall_all runs successfully on
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			the local machine, or the live DB may be unrestorable!
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	Sync ERD with vegbien.sql schema:
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		Run make schemas/vegbien.my.sql
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		Open schemas/vegbien.ERD.mwb in MySQLWorkbench
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		Go to File > Export > Synchronize With SQL CREATE Script...
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		For Input File, select schemas/vegbien.my.sql
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		Click Continue
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		In the changes list, select each table with an arrow next to it
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		Click Update Model
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		Click Continue
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		Note: The generated SQL script will be empty because we are syncing in
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			the opposite direction
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		Click Execute
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		Reposition any lines that have been reset
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		Add any new tables by dragging them from the Catalog in the left sidebar
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			to the diagram
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		Remove any deleted tables by right-clicking the table's diagram element,
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			selecting Delete '<table name>', and clicking Delete
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		Save
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		If desired, update the graphical ERD exports (see below)
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	Update graphical ERD exports:
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		Go to File > Export > Export as PNG...
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		Select schemas/vegbien.ERD.png and click Save
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		Go to File > Export > Export as SVG...
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		Select schemas/vegbien.ERD.svg and click Save
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		Go to File > Export > Export as Single Page PDF...
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		Select schemas/vegbien.ERD.1_pg.pdf and click Save
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		Go to File > Print...
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		In the lower left corner, click PDF > Save as PDF...
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		Set the Title and Author to ""
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		Select schemas/vegbien.ERD.pdf and click Save
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		Commit: svn ci -m "schemas/vegbien.ERD.mwb: Regenerated exports"
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	Refactoring tips:
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		To rename a table:
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			In vegbien.sql, do the following:
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				Replace regexp (?<=_|\b)<old>(?=_|\b) with <new>
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					This is necessary because the table name is *everywhere*
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				Search for <new>
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				Manually change back any replacements inside comments
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		To rename a column:
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			Rename the column: ALTER TABLE <table> RENAME <old> TO <new>;
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			Recreate any foreign key for the column, removing CONSTRAINT <name>
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				This resets the foreign key name using the new column name
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	Creating a poster of the ERD:
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		Determine the poster size:
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			Measure the line height (from the bottom of one line to the bottom
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				of another): 16.3cm/24 lines = 0.679cm
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			Measure the height of the ERD: 35.4cm*2 = 70.8cm
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			Zoom in as far as possible
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			Measure the height of a capital letter: 3.5mm
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			Measure the line height: 8.5mm
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			Calculate the text's fraction of the line height: 3.5mm/8.5mm = 0.41
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			Calculate the text height: 0.679cm*0.41 = 0.28cm
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			Calculate the text height's fraction of the ERD height:
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				0.28cm/70.8cm = 0.0040
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			Measure the text height on the *VegBank* ERD poster: 5.5mm = 0.55cm
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			Calculate the VegBIEN poster height to make the text the same size:
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				0.55cm/0.0040 = 137.5cm H; *1in/2.54cm = 54.1in H
425
			The ERD aspect ratio is 11 in W x (2*8.5in H) = 11x17 portrait
426
			Calculate the VegBIEN poster width: 54.1in H*11W/17H = 35.0in W
427
			The minimum VegBIEN poster size is 35x54in portrait
428
		Determine the cost:
429
			The FedEx Kinkos near NCEAS (1030 State St, Santa Barbara, CA 93101)
430
				charges the following for posters:
431
				base: $7.25/sq ft
432
				lamination: $3/sq ft
433
				mounting on a board: $8/sq ft
434

    
435
Testing:
436
	On a development machine, you should put the following in your .profile:
437
		umask ug=rwx,o= # prevent files from becoming web-accessible
438
		export log= n=2
439
	Mapping process: make test
440
		Including column-based import: make test by_col=1
441
			If the row-based and column-based imports produce different inserted
442
			row counts, this usually means that a table is underconstrained
443
			(the unique indexes don't cover all possible rows).
444
			This can occur if you didn't use COALESCE(field, null_value) around
445
			a nullable field in a unique index. See sql_gen.null_sentinels for
446
			the appropriate null value to use.
447
	Map spreadsheet generation: make remake
448
	Missing mappings: make missing_mappings
449
	Everything (for most complete coverage): make test-all
450

    
451
Debugging:
452
	"Binary chop" debugging:
453
		(This is primarily useful for regressions that occurred in a previous
454
		revision, which was committed without running all the tests)
455
		svn up -r <rev>; make inputs/.TNRS/reinstall; make schemas/public/reinstall; make <failed-test>.xml
456
	.htaccess:
457
		mod_rewrite:
458
			IMPORTANT: whenever you change the DirectorySlash setting for a
459
				directory, you *must* clear your browser's cache to ensure that
460
				a cached redirect is not used. this is because RewriteRule
461
				redirects are (by default) temporary, but DirectorySlash
462
				redirects are permanent.
463
				for Firefox:
464
					press Cmd+Shift+Delete
465
					check only Cache
466
					press Enter or click Clear Now
467

    
468
WinMerge setup:
469
	Install WinMerge from <http://winmerge.org/>
470
	Open WinMerge
471
	Go to Edit > Options and click Compare in the left sidebar
472
	Enable "Moved block detection", as described at
473
		<http://manual.winmerge.org/Configuration.html#d0e5892>.
474
	Set Whitespace to Ignore change, as described at
475
		<http://manual.winmerge.org/Configuration.html#d0e5758>.
476

    
477
Documentation:
478
	To generate a Redmine-formatted list of steps for column-based import:
479
		make schemas/public/reinstall
480
		make inputs/ACAD/Specimen/logs/steps.by_col.log.sql
481
	To import and scrub just the test taxonomic names:
482
		inputs/test_taxonomic_names/test_scrub
483

    
484
General:
485
	To see a program's description, read its top-of-file comment
486
	To see a program's usage, run it without arguments
487
	To remake a directory: make <dir>/remake
488
	To remake a file: make <file>-remake
(3-3/8)