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Installation steps to build FormShare from source for production or development

Tested with Ubuntu 22.04 (Python 3.10.X) Tested with Ubuntu 20.04 (Python 3.8.X)

Minimum memory requirements

  • For production running on Ubuntu Server: 8GB
  • For development running on Ubuntu Desktop: 16GB

Important notes that many forget!

  • Follow the instructions line by line! Do not skip lines!

  • You need to replace anything that is between [ ] according to your installation INCLUDING the [ ]. For example, replace [ELASTIC_SEARCH_HOST] for localhost

Installation steps

Update the system

sudo apt-get update
sudo apt-get -y upgrade

Grab this server IP address.

This IP address will be used later on

sudo apt install net-tools
ifconfig

Update repositories

sudo apt-get install -y software-properties-common
sudo add-apt-repository universe
sudo add-apt-repository multiverse
sudo apt-get install -y wget

sudo add-apt-repository ppa:mosquitto-dev/mosquitto-ppa -y

sudo wget https://dev.mysql.com/get/mysql-apt-config_0.8.24-1_all.deb
sudo dpkg -i ./mysql-apt-config_0.8.24-1_all.deb

sudo apt-get update

Elasticsearch 7.X

We strongly recommend to use a Docker image for this:

sudo apt-get install -y docker-compose curl
sudo sysctl -w vm.max_map_count=262144
echo 'vm.max_map_count=262144' | sudo tee -a /etc/sysctl.d/60-vm-max_map_count.conf
cd /opt
sudo mkdir elasticsearch-docker
cd elasticsearch-docker
sudo mkdir data
sudo mkdir data2
sudo chmod g+w data
sudo chmod g+w data2
sudo wget https://raw.githubusercontent.com/qlands/FormShare/master-2.0/docker_compose_just_elastic/docker-compose.yml
sudo docker-compose up -d
# Give 5 minutes for Elasticsearch to load

Note: Elasticsearch will run in localhost in the port 9200

Test Elasticsearch

curl http://localhost:9200

Result:

{
  "name" : "fses01",
  "cluster_name" : "fs-es-cluster",
  "cluster_uuid" : "nw_UT5VBTHOpW2l2Y745DA",
  "version" : {
    "number" : "7.14.2",
    "build_flavor" : "default",
    "build_type" : "docker",
    "build_hash" : "6bc13727ce758c0e943c3c21653b3da82f627f75",
    "build_date" : "2021-09-15T10:18:09.722761972Z",
    "build_snapshot" : false,
    "lucene_version" : "8.9.0",
    "minimum_wire_compatibility_version" : "6.8.0",
    "minimum_index_compatibility_version" : "6.0.0-beta1"
  },
  "tagline" : "You Know, for Search"
}

Install system dependencies

# if Ubuntu 22.04
sudo apt-get install -y mysql-server build-essential qtbase5-dev qtbase5-private-dev qtdeclarative5-dev libqt5sql5-mysql cmake jq libboost-all-dev unzip zlib1g-dev automake npm redis-server libmysqlclient-dev mysql-client-8.0 sqlite3 libqt5sql5-sqlite git wget python3-venv tidy golang-go mosquitto curl nano mysql-shell openjdk-17-jre-headless mysql-shell
# if Ubuntu 20.04
sudo sudo apt-get install -y mysql-server build-essential qt5-default qtbase5-private-dev qtdeclarative5-dev libqt5sql5-mysql cmake jq libboost-all-dev unzip zlib1g-dev automake npm redis-server libmysqlclient-dev mysql-client-8.0 sqlite3 libqt5sql5-sqlite git wget python3-venv tidy golang-go mosquitto nano mysql-shell

Update MySQL root password

sudo mysql -u root -p
create user 'root'@'%' IDENTIFIED WITH mysql_native_password by '[my_secure_password]';
grant all on *.* to 'root'@'%';
ALTER USER 'root'@'localhost' IDENTIFIED WITH mysql_native_password by '[my_secure_password]';
flush privileges;

If you are using AWS RDS you need the following statements:

GRANT ROLE_ADMIN on *.* to 'NAME_OF_YOUR_MASTER_USER'@'%';
GRANT SESSION_VARIABLES_ADMIN on *.* to 'NAME_OF_YOUR_MASTER_USER'@'%';
GRANT SYSTEM_VARIABLES_ADMIN on *.* to 'NAME_OF_YOUR_MASTER_USER'@'%';

You may also need the to set the parameter log_bin_trust_function_creators = 1 in your parameters group.

Upgrade Java SDK (Only for Ubuntu 20.04)

sudo apt install -y libc6-x32 libc6-i386
sudo wget https://download.oracle.com/java/17/latest/jdk-17_linux-x64_bin.deb
sudo dpkg -i jdk-17_linux-x64_bin.deb
sudo update-alternatives --install /usr/bin/java java /usr/lib/jvm/jdk-17/bin/java 1

Install third-party tools

sudo npm install -g diff2html
sudo npm install -g [email protected]
sudo npm install -g [email protected]

sudo wget https://github.com/BurntSushi/xsv/releases/download/0.13.0/xsv-0.13.0-x86_64-unknown-linux-musl.tar.gz
sudo tar xvfz xsv-0.13.0-x86_64-unknown-linux-musl.tar.gz
sudo cp xsv /bin

sudo git clone https://github.com/qlands/csv2xlsx.git
cd csv2xlsx
sudo go build
sudo cp csv2xlsx /bin

Install ODK Tools

cd /opt
sudo mkdir odktools-deps
sudo git clone https://github.com/qlands/odktools.git -b stable-2.14

cd /opt/odktools-deps
sudo wget https://github.com/jmcnamara/libxlsxwriter/archive/refs/tags/v1.1.8.tar.gz
sudo wget https://github.com/stachenov/quazip/archive/refs/tags/v1.4.tar.gz
sudo git clone https://github.com/rgamble/libcsv.git

sudo tar xvfz v1.4.tar.gz
cd quazip-1.4
sudo mkdir build
cd build
sudo cmake -DCMAKE_C_FLAGS:STRING="-fPIC" -DCMAKE_CXX_FLAGS:STRING="-fPIC" ..
sudo make
sudo make install
cd /opt/odktools-deps

sudo ln -s /usr/bin/aclocal-1.16 /usr/bin/aclocal-1.14
sudo ln -s /usr/bin/automake-1.16 /usr/bin/automake-1.14

sudo tar xvfz v1.1.8.tar.gz
cd libxlsxwriter-1.1.8
sudo mkdir build
cd build
sudo cmake ..
sudo make
sudo make install
cd /opt/odktools-deps

cd /opt/odktools-deps/libcsv
sudo ./configure
sudo make
sudo make install

cd /opt/odktools

sudo qmake
sudo make

sudo ldconfig

sudo apt-get update
sudo apt-get install -y locales 
sudo sed -i -e 's/# en_US.UTF-8 UTF-8/en_US.UTF-8 UTF-8/' /etc/locale.gen 
sudo dpkg-reconfigure --frontend=noninteractive locales \
sudo update-locale LANG=en_US.UTF-8
export LANG=en_US.UTF-8
export LC_ALL=en_US.UTF-8

Setup FormShare's directory structures

cd /opt
sudo mkdir formshare_repository
sudo mkdir formshare_log
sudo mkdir formshare_celery
sudo mkdir formshare_gunicorn
sudo mkdir formshare_config
sudo mkdir formshare_plugins

whoami=$(whoami)
sudo chown $whoami formshare_repository
sudo chown $whoami formshare_log
sudo chown $whoami formshare_celery
sudo chown $whoami formshare_gunicorn
sudo chown $whoami formshare_config
sudo chown $whoami formshare_plugins

Create a separate Python environment for FormShare

cd /opt
sudo python3 -m venv formshare_env
sudo chown -R $whoami formshare_env

Grab the FormShare source code

Stable

cd /opt
sudo git clone https://github.com/qlands/FormShare.git -b stable-2.42.0 formshare
sudo chown -R $whoami formshare

For development

cd /opt
sudo git clone https://github.com/qlands/FormShare.git -b master-2.0 formshare
sudo chown -R $whoami formshare

Install and configure FormShare

You need to replace [parameter] according to your installation

cd /opt
source ./formshare_env/bin/activate

pip install wheel
pip install -r /opt/formshare/requirements.txt
python /opt/formshare/download_nltk_packages.py

# The following lines are for running an stable version
sudo cp /opt/formshare/docker_files/formshare/docker_files/etc/default/celery_formshare /etc/default/celery_formshare
sudo cp /opt/formshare/docker_files/formshare/docker_files/etc/init.d/celery_formshare /etc/init.d/celery_formshare
sudo chmod +x /etc/init.d/celery_formshare
sudo chmod 640 /etc/default/celery_formshare
sudo ldconfig
# --end

sudo service redis-server start
sudo mongod --fork --pidfilepath /var/run/mongod.pid --logpath /var/log/mongodb/mongod.log --config /etc/mongod.conf

mysql -h [MYSQL_HOST_NAME] -u [MYSQL_USER_NAME] --password=[MYSQL_USER_PASSWORD] --execute='CREATE SCHEMA IF NOT EXISTS formshare'

cd /opt/formshare

python create_config.py --daemon --capture_output --mysql_host [MYSQL_HOST_NAME] --mysql_user_name [MYSQL_USER_NAME] --mysql_user_password [MYSQL_USER_PASSWORD] --repository_path /opt/formshare_repository --odktools_path /opt/odktools --elastic_search_host [ELASTIC_SEARCH_HOST] --elastic_search_port [ELASTIC_SEARCH_PORT] --formshare_host [THIS_SERVER_IP_ADDRESS] --formshare_port 5900 --forwarded_allow_ip [THIS_SERVER_IP_ADDRESS] --pid_file /opt/formshare_gunicorn/formshare.pid --error_log_file /opt/formshare_log/error_log /opt/formshare_config/development.ini

ln -s /opt/formshare_config/development.ini ./development.ini

# If you are running FormShare for development purposes.
# Edit development.ini
# Comment lines from 162 to 164
# --end

python configure_celery.py ./development.ini
python setup.py develop
python setup.py compile_catalog
configure_alembic ./development.ini .
configure_mysql ./development.ini .

alembic upgrade head

create_superuser --user_id [FORMSHARE_ADMIN_USER] --user_email [FORMSHARE_ADMIN_EMAIL] --user_password [FORMSHARE_ADMIN_PASSWORD] ./development.ini

deactivate

Start the Celery and FormShare (If running a stable version)

sudo /etc/init.d/celery_formshare start
source /opt/formshare_env/bin/activate
cd /opt/formshare
pserve ./development.ini

# The process ID of FormShare will be in /opt/formshare_gunicorn/formshare.pid

Start the Celery and FormShare (If running for development)

source /opt/formshare_env/bin/activate
cd /opt/formshare
./start_local_celery_for_testing.sh
# Celery log will be in /opt/formshare/celery.log
# Celery process ID will be in /opt/formshare/celerypid.log
pserve ./development.ini

Access FormShare

http://[THIS_SERVER_IP_ADDRESS]:5900/formshare

If you are developing plug-ins

cd /opt/formshare_plugins
cookiecutter https://github.com/qlands/formshare-cookiecutter-plugin
# Follow the instructions
cd [my_plugin_directory]
python setup.py develop
cd /opt/formshare
# Edit development.ini
# Add the following line AFTER LINE 77:
formshare.plugins = [my_plugin]
pserve ./development.ini

Access a custom plug-in page in FormShare

http://[THIS_SERVER_IP_ADDRESS]:5900/formshare/mypublicview