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CommCare HQ

https://github.com/dimagi/commcare-hq


CommCare HQ is a server-side tool to help manage community health workers.
It seamlessly integrates with CommCare mobile and CommCare ODK, as well as
providing generic domain management and form data-collection functionality.

More in depth docs are available on ReadTheDocs

Key Components

  • CommCare application builder
  • OpenRosa compliant xForms designer
  • SMS integration
  • Domain/user/CHW management
  • Xforms data collection
  • Case management
  • Over-the-air (ota) restore of user and cases
  • Integrated web and email reporting

Contributing

We welcome contributions, see our CONTRIBUTING.rst document for more.

Installing CommCare HQ

Please note that these instructions are targeted toward UNIX-based systems.

Installing dependencies

For Ubuntu 12.04, download the JDK (version 7) tar.gz from http://www.oracle.com/technetwork/java/javase/downloads/index.html and rename it jdk.tar.gz in the same directory as install.sh.
Run the included install.sh script to install all
dependencies, set them up to run at startup, and set up required databases.
Then skip to "Setting up a virtualenv".

Otherwise, install the following software from your OS package manager or the
individual project sites when necessary.

  • Python 2.6 or 2.7 (use 32 bit if you're on Windows see Alternate steps for Windows section below)
  • pip
  • CouchDB >= 1.0 (1.2 recommended) (installation instructions)
  • PostgreSQL >= 8.4 - (install from OS package manager or here)
  • elasticsearch (including Java 7).
    • The version we run is Version: 0.90.5, JVM: 1.7.0_05.
    • brew install homebrew/versions/elasticsearch090 works well on mac
  • redis >= 2.2.12 (installation notes)
  • Jython 2.5.2 (optional, only needed for CloudCare)
  • For additional requirements necessary only if you want to modify the default
    JavaScript or CSS styling, see CommCare HQ Style.

Elasticsearch Configuration (optional)

To run elasticsearch in an upstart configuration, see this example.

To secure elasticsearch, we recommend setting the listen port to localhost on a
local machine. On a distributed environment, we recommend setting up ssh
tunneled ports for the elasticsearch port. The supervisor_elasticsearch.conf
supervisor config demonstrates the tunnel creation using autossh.

CouchDB Configuration

Open http://localhost:5984/_utils/ and create a new database named commcarehq and add a user named commcarehq with password commcarehq.

To set up CouchDB from the command line

Create the database:

curl -X PUT "http://localhost:5984/commcarehq

Add the required user:

curl -X PUT "http://localhost:5984/_config/users/commcarehq" -d \"commcarehq\"

PostgreSQL Configuration

createuser -U postgres commcarehq
createdb -U postgres commcarehq
createdb -U postgres commcarehq_reporting

Setting up a virtualenv

A virtualenv is not required, but it may make your life easier. If you're on Windows see the section Alternate steps for Windows below.

sudo pip install virtualenv
mkdir ~/.virtualenvs/
virtualenv ~/.virtualenvs/commcare-hq --no-site-packages

Downloading and configuring CommCare HQ

Once all the dependencies are in order, please do the following:

git clone git@github.com:dimagi/commcare-hq.git
cd commcare-hq
git submodule update --init --recursive
source ~/.virtualenvs/commcare-hq/bin/activate      # enter your virtualenv if you have one
mkdir pip_cache
pip install --download-cache pip_cache -r requirements/requirements.txt -r requirements/prod-requirements.txt
cp localsettings.example.py localsettings.py

There is also a separate collection of Dimagi dev oriented tools that you can install:

pip install -r requirements/dev-requirements.txt

Then, edit localsettings.py and ensure that your Postgres, CouchDB, email, and
log file settings are correct, as well as any settings required by any other
functionality you want to use, such as SMS sending and Google Analytics.

Ensure that the directories for LOG_FILE and DJANGO_LOG_FILE exist and are
writeable.

Alternate steps for Windows

On Windows it can be hard to compile some of the packages so we recommend installing those from their binary
distributions. Because many of the binary packages are only available in 32bit format you should also make sure
that you have a 32bit version of Python installed.

  • Install 32 bit Python
  • Install MinGW (used to compile some of the packages that don't have binary distributions).
  • Install the following packages from their binaries. If you are using Virtualenv you will need to copy the packages
    files from $PYTHON_HOME/Lib/site-packages to $ENV_HOME/Lib/site-packages. Alternatively you could create your
    Virtualenv with the --system-site-packages option.
  • Install http-parser by adding MinGW/bin to the path and running pip install http-parser. You may also need to alter
    $PYTHON_HOME/Lib/distutils/cygwincompiler.py to remove all instances of '-mno-cygwin' which is a depreciated compiler
    option. The http-parser package is required by restkit.
  • Having installed those packages you can comment them out of the requirements/requirements.txt file.
  • Now run pip install -r requirements/requirements.txt -r requirements/prod-requirements.txt as described in the
    section above.

Set up your django environment

# you may have to run syncdb twice to get past a transient error
./manage.py syncdb --noinput
./manage.py migrate --noinput
./manage.py collectstatic --noinput

# This will do some basic setup, create a superuser, and create a project.
# The project-name, email, and password given here are specific to your
# local development environment.
./manage.py bootstrap <project-name> <email> <password>

# To set up elasticsearch indexes, first run (and then kill once you see the
"Starting pillow" lines):
./manage.py run_ptop --all
# This will do an initial run of the elasticsearch indexing process, but this will run as a
# service later. This run at least creates the indices for the first time.

# Next, set the aliases of the elastic indices. These can be set by a management command
# that sets the stored index names to the aliases.

./manage.py ptop_es_manage --flip_all_aliases

Optional for using Django Compressor: Install lessc for compiling less files

1. Install node and alongside it npm (eg, on a mac: `brew install node`)
2. Install less@1.3.1 with npm `npm install -g less@1.3.1`
3. Make sure `lessc --version` runs and outputs 1.3.1 as the current version

If you don't do this, all the .less files should compile on the fly with
less.js in your browser (for development purposes ONLY).

To enable CloudCare, ensure that TOUCHFORMS_API_USER and
TOUCHFORMS_API_PASSWORD in localsettings.py are the credentials of the
django admin user you created above (with manage.py bootstrap) and then create
the file submodules/touchforms-src/touchforms/backend/localsettings.py with
the following contents:

URL_ROOT = 'http://localhost:8000/a/{{DOMAIN}}'

Common issues

  • A bug in psycopg 2.4.1 (a Python package we require) may break CommCare HQ
    when using a virtualenv created with --no-site-packages or when the
    egenix-mx-base Python package is not already installed. To fix this, install
    egenix-mx-base (sudo apt-get install python-egenix-mxdatetime on Ubuntu)
    and use virtualenv --system-site-packages instead.

  • On Mac OS X, pip doesn't install the libmagic dependency for python-magic
    properly. To fix this, run brew install libmagic.

  • On Mac OS X, libevent may not be installed already, which the Python gevent library requires. The error message
    will be a clang error that file event.h is not found. To fix this using Homebrew, run brew install libevent.

  • If you have an authentication error running ./manage.py syncdb the first
    time, open pg_hba.conf (/etc/postgresql/9.1/main/pg_hba.conf on Ubuntu)
    and change the line "local all all peer" to "local all all md5".

  • On Windows, to get python-magic to work you will need to install the following dependencies.
    Once they are installed make sure the install folder is on the path.

  • On Windows, Touchforms may complain about not having permission to access tmp. To solve this make a c:\tmp folder.

  • On Windows, if Celery gives this error on startup: TypeError: 'LazySettings' object is not iterable apply the
    changes decribed in this bug report comment: https://github.com/celery/django-celery/issues/228#issuecomment-13562642

  • On Amazon EC2's latest Ubuntu Server 14.04 Edition with default source list, install.sh may not install elasticsearch due to dependency issues. Use instructions provided in https://gist.github.com/wingdspur/2026107 to install

Running CommCare HQ

If your installation didn't set up the helper processes required by CommCare HQ
to automatically run on system startup, you need to run them manually:

redis-server /path/to/redis.conf
/path/to/unzipped/elasticsearch/bin/elasticsearch &
/path/to/couchdb/bin/couchdb &

Then run the following separately:

# MacOS Asynchronous task scheduler
./manage.py celeryd --verbosity=2 --beat --statedb=celery.db --events
# Windows
> manage.py celeryd --settings=settings

# Keeps elasticsearch index in sync
./manage.py run_ptop --all

# run the Django server
./manage.py runserver 0.0.0.0:8000

If you want to use CloudCare you will also need to run the Touchforms server and be running a multi-threaded

# run Touchforms server
> jython submodules/touchforms-src/touchforms/backend/xformserver.py

# On Mac / Linux use Gunicorn as the multi-threaded server
./manage.py run_gunicorn -w 3 --bind 0.0.0.0:8000

# on Windows use CherryPy
> manage.py runcpserver port=8000

Building CommCare Mobile Apps

In order to build and download a CommCare mobile app from your instance of
CommCare HQ, you need to follow our instructions for how to download
and load CommCare binaries from the Dimagi build server.

Running Tests

To run the standard tests for CommCare HQ, simply run

./manage.py test

To run a particular test or subset of tests

./manage.py test <app_name>[.<TestClass>[.<test_name>]]

# examples
./manage.py test app_manager
./manage.py test app_manager.SuiteTest
./manage.py test app_manager.SuiteTest.test_picture_format

To run the selenium tests, you first need to install the
ChromeDriver.

The tests for CloudCare currently expect the "Basic Tests" app from the
corpora domain on CommCareHQ.org to be installed in the same domain locally.

Make sure to edit the selenium user credentials in localsettings.py. Then run

./manage.py seltest
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