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README.md
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README.md
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@ -10,123 +10,7 @@ This software (Documize Community Edition) is licensed under GNU AGPL v3 http://
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You can operate outside the AGPL restrictions by purchasing Documize Enterprise Edition and obtaining a commercial license by contacting <sales@documize.com>.
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## Running Documize for the first time
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Although the Documize binaries run on Linux, Windows and macOS, the build process has only been tested on macOS.
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Install the prerequisites:
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* Go from https://golang.org (be careful to set the $GOPATH environment variable correctly, you may find https://www.goinggo.net/2016/05/installing-go-and-your-workspace.html helpful)
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* NPM from https://www.npmjs.com
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* Ember from http://emberjs.com/
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* Bower from https://bower.io/
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* MySQL (v10.7+) from http://dev.mysql.com/downloads/mysql/ (don't forget to copy the one-time password and your system may require a restart)
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Make sure this repository sits at the following position relative to your $GOPATH: $GOPATH/src/github.com/documize/community
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After cloning the repository in the above location, go there and run:
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```
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cd app
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npm install
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bower install
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cd ..
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./build.sh
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```
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The build script packages up the Ember JS/HTML/CSS code for production use, then generates Go code that creates a simple in-memory file system to contain it. That generated Go code is compiled with the rest to produce a single binary for each of the target systems.
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Your ./bin directory should now contain a set of binaries for a number of target systems. This binary can be executed on any system which also has access to a MySQL database with no further dependencies.
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Use a MySQL tool to create an empty database for Documize to use, making sure that the default collation setting is utf8_general_ci or some other utf8 variant.
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Run Documize for the first time to set-up the database and your user information (for example on OSX, using port 5001, MySQL user root/password and database ‘documize’):
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```
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./bin/documize-darwin-amd64 -port=5001 -db='root:password@tcp(localhost:3306)/documize'
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```
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An error message will appear in the log to say your installation is in set-up mode. Now navigate to http://localhost:5001 and follow the instructions.
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Hopefully you will now have a working Documize instance.
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Once you have set-up the database as described above, you could go to the ./documize directory and use the command "go run documize.go" in place of the binary name.
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## Command line flags and environment variables
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The command line flags are defined below:
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```
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Usage of ./bin/documize-darwin-amd64:
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-cert string
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the cert.pem file used for https
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-db string
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"username:password@protocol(hostname:port)/databasename" for example "fred:bloggs@tcp(localhost:3306)/documize"
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-forcesslport string
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redirect given http port number to TLS
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-insecure string
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if 'true' allow https endpoints with invalid certificates (only for testing)
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-key string
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the key.pem file used for https
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-log string
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system being logged e.g. 'PRODUCTION' (default "Non-production")
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-offline string
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set to '1' for OFFLINE mode
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-plugin string
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the JSON file describing plugins, default 'DB' uses the database config table 'FILEPLUGINS' entry (default "DB")
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-port string
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http/https port number
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-showsettings
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if true, show settings in the log (WARNING: these settings may include passwords)
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```
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Flags related to SSL/TLS are discussed in detail later.
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For operational convenience, some of these flags can also be set through environment variables: DOCUMIZECERT => -cert ; DOCUMIZEDB => -db ; DOCUMIZEFORCESSLPORT => -forcesslport ; DOCUMIZEKEY => -key ; DOCUMIZEPORT => -port .
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## Configuring the server to use HTTPS
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To configure SSL you will need valid certificate and key .pem files.
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If you don’t have a valid certification key pair for your development machine, you can generate them by doing the following:
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```
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cd selfcert
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go run generate_cert.go -host localhost
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cd ..
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```
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…obviously you should never use a self-generated certificate in a live environment.
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To run Documize using those certs (using the set-up above):
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```
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./bin/documize-darwin-amd64 -db='root:password@tcp(localhost:3306)/documize' -port=5001 -cert selfcert/cert.pem -key selfcert/key.pem
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```
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If you navigate to https://localhost:5001 and you want to remove the Chrome warning messages about your invalid self-cert follow the instructions at: https://www.accuweaver.com/2014/09/19/make-chrome-accept-a-self-signed-certificate-on-osx/
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If you do not specify a port, Documize will default to port ```443``` if there are key/cert files, port ```80``` otherwise.
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If you want non-SSL http:// traffic to redirect to the SSL port, say from port 9999, use command line flag: ```-forcesslport=9999```
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## Ember
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This section is only required if you want to develop the Ember code.
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These two commands are best run in different terminal windows:
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(1) Run the Go binary needs to run an SSL server on port 5001, as described in the sections above.
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(2) Run the Ember code using the command ```ember s``` from the app directory.
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Ember should be visible by navigating to: http://localhost:4200
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## Configuring SMTP
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In order to send e-mail from your Documize instance, you must configure it.
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At present this configuration is not available from the web interface, it requires the use of a MySQL tool of your choice.
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In your database, the table `config` has two fields `key` holding CHAR(255) and `config` holding JSON.
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The SQL to find you current SMTP configuration is: ``` `SELECT `config` FROM `config` WHERE `key` = 'SMTP'; ```
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In an empty database the result will be something like:
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```{"host": "", "port": "", "sender": "", "userid": "", "password": ""}```
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To configure SMTP, you must set these values in the JSON as your systems require, using a MySQL tool.
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The host is the DNS name of your SMTP server; the port defaults to 587; the sender Documize use is "Documize <hello@documize.com>"; userid and password are your SMTP server credentials.
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Documentation:
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* [Install from binary guide](https://developers.documize.com/s/VzO9ZqMOCgABGyfW/installation/d/V16L08ucxwABhZF6/install-documize-from-binary-guide)
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* [Install for development guide](https://developers.documize.com/s/VzO9ZqMOCgABGyfW/installation/d/V16LOMucxwABhZF1/install-documize-for-development-guide)
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* [Configuration guide](https://developers.documize.com/s/VzO9ZqMOCgABGyfW/installation/d/VzSL8cVZ4QAB2B4Y/configure-documize-guide)
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