doc/book/admin/create-instance.rst
author Sylvain Thénault <sylvain.thenault@logilab.fr>
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[json] Stop serializing cw_source into default json representation of an entity Related to #15538288
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.. -*- coding: utf-8 -*-
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Creation of your first instance
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===============================
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Instance creation
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-----------------
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Now that we created a cube, we can create an instance and access it via a web
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browser. We will use a `all-in-one` configuration to simplify things ::
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  cubicweb-ctl create -c all-in-one mycube myinstance
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.. note::
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  Please note that we created a new cube for a demo purposes but
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  you could have used an existing cube available in our standard library
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  such as blog or person for example.
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A series of questions will be prompted to you, the default answer is usually
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sufficient. You can anyway modify the configuration later on by editing
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configuration files. When a login/password are requested to access the database
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please use the credentials you created at the time you configured the database
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(:ref:`PostgresqlConfiguration`).
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It is important to distinguish here the user used to access the database and the
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user used to login to the cubicweb instance. When an instance starts, it uses
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the login/password for the database to get the schema and handle low level
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transaction. But, when :command:`cubicweb-ctl create` asks for a manager
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login/psswd of *CubicWeb*, it refers to the user you will use during the
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development to administrate your web instance. It will be possible, later on,
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to use this user to create other users for your final web instance.
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Instance administration
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-----------------------
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start / stop
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~~~~~~~~~~~~
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When this command is completed, the definition of your instance is
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located in :file:`~/etc/cubicweb.d/myinstance/*`. To launch it, you
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just type ::
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  cubicweb-ctl start -D myinstance
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The option `-D` specifies the *debug mode* : the instance is not
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running in server mode and does not disconnect from the terminal,
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which simplifies debugging in case the instance is not properly
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launched. You can see how it looks by visiting the URL
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`http://localhost:8080` (the port number depends of your
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configuration). To login, please use the cubicweb administrator
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login/password you defined when you created the instance.
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To shutdown the instance, Crtl-C in the terminal window is enough.
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If you did not use the option `-D`, then type ::
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  cubicweb-ctl stop myinstance
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This is it! All is settled down to start developping your data model...
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.. note::
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  The output of `cubicweb-ctl start -D myinstance` can be
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  overwhelming. It is possible to reduce the log level with the
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  `--loglevel` parameter as in `cubicweb-ctl start -D myinstance -l
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  info` to filter out all logs under `info` gravity.
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upgrade
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~~~~~~~
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A manual upgrade step is necessary whenever a new version of CubicWeb or
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a cube is installed, in order to synchronise the instance's
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configuration and schema with the new code.  The command is::
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  cubicweb-ctl upgrade myinstance
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A series of questions will be asked. It always starts with a proposal
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to make a backup of your sources (where it applies). Unless you know
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exactly what you are doing (i.e. typically fiddling in debug mode, but
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definitely NOT migrating a production instance), you should answer YES
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to that.
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The remaining questions concern the migration steps of |cubicweb|,
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then of the cubes that form the whole application, in reverse
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dependency order.
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In principle, if the migration scripts have been properly written and
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tested, you should answer YES to all questions.
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Somtimes, typically while debugging a migration script, something goes
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wrong and the migration fails. Unfortunately the databse may be in an
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incoherent state. You have two options here:
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* fix the bug, restore the database and restart the migration process
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  from scratch (quite recommended in a production environement)
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* try to replay the migration up to the last successful commit, that
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  is answering NO to all questions up to the step that failed, and
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  finish by answering YES to the remaining questions.
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