Non-Motorized Toolkit Copyright (c) 2014 Open Technology Group Inc. (A North Carolina Corporation) Developed under Federal Highway Administration (FHWA) Contracts: DTFH61-12-P-00147 and DTFH61-14-P-00108

Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: * Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. * Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. * Neither the name of the Open Technology Group, the name of the Federal Highway Administration (FHWA), nor the names of any other contributors may be used to endorse or promote products derived from this software without specific prior written permission.

THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL Open Technology Group Inc BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE.

Non Motorized Travel Analysis Toolkit

The Non Motorized Travel Analysis Toolkit is a tool that facilitates the development and execution of non-motorized transportation models.

While the NMTK Server/Tool Server(s) may run on systems with less resources than those specified in the recommendations below, doing so is likely to result in degraded performance.

• 1 GB Physical memory (on systems running only the NMTK systems.)
• A Minimum of 2 GB RAM+Swap

Note: There are no specific CPU requirements, but it is recommended that systems running the NMTK Server contain a CPU produced after 2010.

The NMTK architecture uses an asychnronous processing model that submits "jobs" for execution in the background, then returns results to the user when those jobs are complete. As a result, the lower the system specifications/performance the longer the user would have to potentially wait for a response.

NMTK compatible tools will vary with respect to computational resources required; refer to tool documentation for any tool-specific system requirements.

The current NMTK relies on specific versions of various software components, so it is important to ensure that the versions of software that you are using meet these minimum requirements (generally, newer versions are acceptable, but might require additional testing to ensure they are compatible.) Using an older (and in some cases, a newer) version than what is recommended may not result in an immediately visible incompatibility, but may fail in certain use cases.

• GDAL 1.10 or later
• MapServer 6.1 or later
• Spatialite 3 or later
• mod_wsgi 3.3 or later
• Python 2.7 or later
• PostgreSQL 9.4 or later

Note that many of the python components installed in the Virtual Environment specify required version information, for that reason they are not listed here.

Refer to the requirements.txt file in the repository root for details about python sub-component requirements.

The installation instructions below are tested and work on Ubuntu 14.02 LTS. Other distributions may require different packages or steps to satisfy NMTK pre-requisites; and may require different steps to perform installation (such as installing celery daemons, Apache configuration files, etc.)

There are some pre-requisites that should be installed at the system level. You may wish to install additional suggested packages (such as documentation) related to each of these, but doing so is unnecessary simply to run the NMTK system. The assumption in this case is that you are using Debian Linux or one of its derivatives such as Ubuntu, but these pre-requisites (and their install packages) are commonly available for other operating systems:

• build-essential
• git
• apache2
• python-dev
• python-tk
• python-setuptools
• python-virtualenv
• libapache2-mod-wsgi
• libxslt-dev libxml2-dev
• libgd2-xpm-dev
• libproj-dev
• libfreetype6-dev
• cgi-mapserver
• libgdal-dev gdal-bin
• gfortran libopenblas-dev liblapack-dev

You may also need to download, compile, and install (from source) GDAL version 1.10 or greater if your operating system does not provide a version greater than 1.10. Ubuntu 16.04 LTS does provide a suitable GDAL version. GDAL v1.10 added support for CRS values in GeoJSON files - which are a requirement for NMTK. Also, should you compile GDAL locally, you should be sure to provide the --with-python argument and that the location of the installed files is correctly recognized.

In Ubuntu 16.04, the following command may be used to install all these pre-requisites:

sudo apt-get install build-essential git apache2 python-dev python-setuptools \
             python-virtualenv libapache2-mod-wsgi libxslt-dev libxml2-dev \
             libgd2-xpm-dev libproj-dev  libfreetype6-dev cgi-mapserver \
             libgdal-dev gdal-bin gfortran libopenblas-dev liblapack-dev \
             libffi-dev python-tk 

# Enable the SSL module, not required if you plan to not use ssl.             
sudo a2enmod ssl

PostgreSQL is a required component for the NMTK server. While other spatial databases may work, the development team makes no effort to validate the existing code against those databases.

You may follow the installation instructions for PostgreSQL available here:

http://www.postgresql.org/download/

For Ubuntu 16.04 LTS you can use the following commands to install the database:

echo "deb http://apt.postgresql.org/pub/repos/apt/ xenial-pgdg main" > /tmp/pgdg.list
sudo mv /tmp/pgdg.list /etc/apt/sources.list.d
sudo chown root.root /etc/apt/sources.list.d/pgdg.list
wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc |   sudo apt-key add -
sudo apt-get update
sudo apt-get install postgresql postgis

Once PostgreSQL is installed you should make several configuration changes to the configuration files:

1. Create an administrative user with a valid password (repace and with the desired username and password for the account, respectively.):

```
sudo -u postgres psql -c "create role <USERNAME> login superuser password '<PASSWORD>';"
```

2. Locate the pg_hba.conf file using the command below:

```
sudo -u postgres psql -tc "show hba_file;"|sed '/^\s*$/d'  
``` 

3. Edit the pg_hba.conf file (use the file found in step #2 above):

```
sudo nano /etc/postgresql/9.5/main/pg_hba.conf
```

4. Go to the end of the file and locate the line that reads as below, and replace the word "peer" with "md5":

```
local   all             all                                     peer
```

Should change to the line below:

```
local   all             all                                     md5
```

5. Reload the PostgreSQL configuration files:

```
sudo service postgresql reload
```

6. Create a database user for the NMTK Server to use (replace with the name chosen in step #1, when promopted for a password, use the password chosen in step #1):

```
psql postgres -U <USERNAME> -c "create role nmtk login password '<NMTK_SERVER_PASSWORD>'"
```

*Note: <NMTK_SERVER_PASSWORD> should be a secure password chosen for the nmtk_server account.
       this password will go in the local_settings.py file (later), so be sure to retain it.

7. Create a database for NMTK:

```
psql postgres -U <USERNAME> -c "create database nmtk owner nmtk;"
psql nmtk -U <USERNAME> -c "create extension postgis;"
```

Currently NMTK does not use these components, but it's likely that some tools and/or the server may use these in the future. Strictly speaking they are not a current pre-requisite, but it may be useful to install these:

• R (follow instructions here: http://cran.r-project.org/bin/linux/ubuntu/README)

If your system has less than 2 GB of RAM, it is recommended that you set up a swap space of at least 2 GB. This can be done using the following commands:

1. First, compute the number of "blocks" required to allocate swap space of the size you want/need. In the instructions below, each block is set to 1 megabyte (1024 x 1024) in size, there are 1024MB in 1 gigabyte. So a 2 gigabyte swap composed of 1 MB blocks would replace $COUNT with 2048.

2. Run the commands below to allocate the swap space.

```
sudo dd if=/dev/zero of=/swapfile bs=$((1024*1024)) count=$COUNT
sudo mkswap /swapfile
sudo chmod 0600 /swapfile 
# Add a line to the end of /etc/fstab so the swap will be available after a reboot
sudo sed -i '$ a /swapfile       none    swap    sw      0       0 ' /etc/fstab
# Enable the newly allocated swap space
sudo swapon -a
```

3. Use the command "swapon -s" to verify that the swap file you created is in use.

###Installation Instructions

The installation of this tool expects you to have an understanding of basic systems administration skills, as well as some knowledge surrounding configuring a web server (such as Apache.)

The instructions below presume that you are logged in to a non-root account ($USER) that has "sudo" privileges (e.g. in Ubuntu, by assigning $USER to the the "sudoers" group). While the instructions may be performed from a root account, doing so runs the risk of inadvertently leaving security holes.

1. Checkout the existing code and change into the root directory of the repository. It is recommended that you use the commands below to accomplish this task:

sudo mkdir -p /var/www/vhosts/$(hostname --fqdn)
sudo chown $USER /var/www/vhosts/$(hostname --fqdn)
# If you have an ssh key installed for GIT, use this command
git clone git@github.com:chander/nmtk.git /var/www/vhosts/$(hostname --fqdn)
# To download the repo using your userid/password, use this command
git clone https://github.com/chander/nmtk.git /var/www/vhosts/$(hostname --fqdn)

2. Initialize a virtual environment, using a command such as:

pushd /var/www/vhosts/$(hostname --fqdn)
virtualenv venv

3. Activate the virtual environment using the command:

source venv/bin/activate

4. Install numpy by hand using requirements.txt (pip gets it wrong for some reason otherwise...):

pip install $(cat requirements.txt|grep -i ^numpy)

5. Install all the pre-requisite modules (adjust the include paths to point at GDAL, especially if you compiled and installed it manually:

CPLUS_INCLUDE_PATH=/usr/include/gdal C_INCLUDE_PATH=/usr/include/gdal pip install -r requirements.txt

If you have issues installing all requirements, use this to install each one individually, then make note and install the failed
requirement.  
```
CPLUS_INCLUDE_PATH=/usr/include/gdal C_INCLUDE_PATH=/usr/include/gdal cat requirements.txt | xargs -n 1 pip install
```

The compilation and installation of components may fail if you have less than 512 MB of available RAM.

Sometimes the GDAL installation will still fail because pip gets the bindings, but not the entire GDAL library (which GDAL's setup requires.) This can be handled using the following procedure:

pip install --no-install $(grep GDAL requirements.txt)
pushd venv/build/GDAL
python setup.py build_ext --include-dirs=/usr/include/gdal --library-dirs=/usr/lib/gdal
pip install --no-download GDAL
popd
sudo sh -c 'echo "/usr/local/lib" >> /etc/ld.so.conf' # Add the path to gdal libs to system
sudo ldconfig
pip install -r requirements.txt

6. Copy the sample settings file to your own local settings, and edit the required local setup parameters according to the instructions in the file:

pushd NMTK_apps/NMTK_apps
cp local_settings.sample local_settings.py
# edit local_settings.py per instructions contained within using your favorite editor
# e.g:  nano local_settings.py
popd

This repository contains two distinct components of the NMTK system, which (by default) are integrated into a single installation::

• The NMTK Server and UI components provide the "user facing" components to the NMTK system. These components manage user preferences and data, and coordinate configuration and sending tasks to individual NMTK servers for processing.

• The NMTK Tool Server has no UI components, and is not designed to operate as a "user facing" service. Instead, it is designed to be accessed by an NMTK Server, which will submit jobs to it (and coordinate the work that the NMTK Tool Server does.)

By default, the NMTK Server and the NMTK Tool Server are enabled, providing the user that installs this software an NMTK Server and UI, as well as a set of "Reference Implementation" tools that can be used to exercise/demonstrate the system.

In the local_settings.py file there are two settings that control this:

1. The NMTK_SERVER variable, when set to "True" enables the NMTK Server and UI components, as well as the administrative pages for NMTK Server.
2. The TOOL_SERVER variable, when set to "True" enables the "reference implementation" set of tools, allowing a user to run the system with some basic pre-set tools.

If both NMTK_SERVER and TOOL_SERVER are set to "False", then no services will be provided - this is not a recommended configuration (for obvious reasons.)

If either of these settings are changed, the administrator should re-install the system, as certain components/dependencies may be missing, or "extraneous" data that should be purged.

It should be noted that if the NMTK_SERVER is enabled, and the TOOL_SERVER is not, then the reference set of tools will not be present. In such cases the administrator would need to add one or more tool servers in order to have an available set of tools.

It should also be noted that the unit tests (to validate an installation) rely on both the NMTK_SERVER and TOOL_SERVER being enabled. If either is not enabled, then the test suite will fail to execute successfully.

The two settings (NMTK_SERVER and TOOL_SERVER) work by omitting the Django applications that are relevant to the two (the design is such that the Tool Server components reside in one set of applications, and the NMTK Server components reside in another set.)

The steps below allow you to manually complete the remainder of the installation. However, a script exists (install.sh) that will perform these tasks for you.

On development sites the install.sh script is typically used to "reset" the server, running it on a non-development server (where you have real data) will cause the catastrophic loss of data. You should be cautious as to when/where you run install.sh

1. Install the celery components, a configuration file and init script exists for this in the "celery" directory (celery and apache, respectively), you will need to make several changes:

   • Modify celeryd-nmtk.default to contain the path to the NMTK installation. this file may then be copied to /etc/default/celeryd-nmtk
   • Copy the celeryd-nmtk.init script to /etc/init.d/celeryd-nmtk
   • Use the appropriate linux commands to ensure that the celery daemon is started when the server boots (sudo update-rc.d celeryd-nmtk-dev defaults)

2. By default, files for the NMTK server will go in the nmtk_files subdirectory, create this directory if it does not exist, and ensure that you have write access to it:

mkdir nmtk_files
sudo chown www-data.${USER} nmtk_files
sudo chmod g+rwxs nmtk_files

3. Create the initial spatialite database:

pushd nmtk_files
spatialite nmtk.sqlite  "SELECT InitSpatialMetaData();"
# Note: Ignore the "table spatial_ref_sys already exists error"
chown www-data nmtk.sqlite

5. Now ensure that the sample fixture data is correct - you need not load this, and it will probably go away eventually, but it provides a "default" config for the purposes of having a server communicate with the default client. It's likely that you will need to changed the server URL contained in the file to match that of your NMTK tool server.

vi NMTK_apps/NMTK_server/fixtures/initial_data.json

6. Change to the NMTK_apps subdirectory and initialize the database, and generate static media:

pushd NMTK_apps
python manage.py syncdb # Note: Here you should create an administrative user for yourself
python manage.py minify # Needed if running in production
python manage.py collectstatic  # Add -l to this for development systems, -c for production
popd

7. Change the nmtk_files subdirectory so that it, and all it's subdirectories, are writeable by the www-data user (or whatever user the web server runs as.):

chown -R nmtk_files www-data.www-data

8. Change the database and log locations so that the apache user will be able to access/write to them:

sudo chown -R www-data logs
sudo chmod g+rwxs logs
sudo g+rw logs/*

9. Run the "python manage.py syncdb" command. This will populate the initial database and get things so they are ready to run.

10. Restart your apache server

11. Run the discover_tools command to discover new tools, and remove no-longer valid/published tools:

python manage.py discover_tools   

12. It is likely you will want to have a superuser you can use to administer the server, this can be done using the following command, then following the prompts:

python manage.py createsuperuser

To speed the system and reduce bandwidth consumption when interacting with the NMTK system through its built-in UI, it is recommended that the Javascript be "minified". However, the Javascript should not be minified if you plan to work on the UI code for some reason. Follow these steps to minify:

1. Run the node/install.sh script to install minification tools.
2. Activate the virtual environment (source venv/bin/activate)
3. From the NMTK_apps folder, run "python manage.py minify" to minify code
4. Run "python manage.py collectstatic -c" to re-install the static media (along with minified stuff.)

Once NMTK is installed, it makes sense to do some basic validation to ensure things are working properly. Generally, this is done using a core set of unit tests that exist in the tests/ subdirectory. Follow the steps below to run the tests. They should all pass.

The unit tests verify that tool discovery works properly, basic security is working properly, user account login/logout/creation/passwords work properly, file imports work properly, and that jobs can be submitted to one of the built-in tools properly.

  source venv/bin/activate
  pushd tests
  nosetests -v
  popd

Generally, tests will take a few minutes to run. Be patient. If any of the tests fail it could indicate that your server is mis-configured, or otherwise not working properly (possibly because of insufficient memory -- see the swapfile section above). A large file import test exists, but is skipped by default, due to the fact that in some systems it will require more than the allocated amount of memory in order to successfully complete.

The remainder of configuration (such as creating or authorizing users, removing the default tool server and/or adding a new tool server) can now be done via the Administrative pages of the application - via the web.

The administrative server will be available at this URL (change the domain name to whatever location you are running your server):

http://nmtk.example.com/server/admin

Here we will assume the NMTK server "base" URL is is http://nmtk.example.com):

1. Ensure your tool server is working (accepting requests via the web) otherwise adding it will be a futile task, since the server will immediately try to query the tool server for a list of tools it provides.

2. Open your browser and point to the administrative page of the server:

http://nmtk.example.com/server/admin

3. Login using the credentials you created in step 9 (above)

4. Click on "Tool Servers"

5. If you wish to not use the "default" tools, then click the check box next to the "Sample tool server", choose "delete" from the drop down, and press "Go" to delete the tool server. Note that deleting the tool server will also delete all associated tools supplied by that server.

6. To add a new tool server, click on "Add Tool Server" (upper right of the page.)

7. Give your tool server a sensible name, and provide it with a URL (the url for the tool server.) Note that the URL with "/index" appended should return a list of the available tools as a JSON string.

8. Copy the "auth token", which is the key used to sign requests between the NMTK server and tool server. This is commonly referred to as a "shared secret" and is used to authenticate requests between the NMTK server and tool server. You will need to share it with the tool server admin.

9. Click "Save" to add the tool server (the NMTK server will immediately go out and query the tool server to get a list of tools!)

10. Copy the tool server ID that appears on the "Tool Servers" admin page and provide it, along with the shared secret you got in step 7 to the maintainer of the tool server. You should also provide the tool admin the URL for the NMTK server.

If you are using the NMTK provided tool server, you'll need to get a set of credentials (auth token and a tool server ID) from the NMTK server administrator (see the previous section on adding a tool server regarding how to generate that information).

Once you have these credentials, open up NMTK_apps/NMTK_apps/local_settings.py and scroll to the end of the file.

Add a new entry to the NMTK_SERVERS= dictionary. The key should be the tool server ID (as provided by the NMTK server admin). The value should be another dictionary with two keys:

• url - The URL for the NMTK server
• secret - The "shared secret" (also called "auth key") provided by the NMTK server administrator.

Restart apache to ensure these settings are reloaded and the tool will properly accept and respond to authenticated requests from the tool server.

Note: If you wish to re-discover tools that an NMTK server provides, you have two options:

• python manage.py discover_tools
  • This command will re-discover the provided tools for each tool server that is configured.
• Return to the admin page, open the tool server you wish to refresh for editing, and hit "save" (no need to make any changes, the act of saving will kick off a refresh for the tools provided by that tool server.)

While future versions of NMTK Server may support online upgrades, the present development version does not. In the case of a reinstallation it is assumed that the server administrator understands that any loaded data files may be purged, and would need to be reloaded - the same is true of jobs.

User accounts may be preserved using the following mechanism:

1. Run the command "manage.py dumpusers" and redirect the output to a file, this will be a list of your preserved user accounts in the form of a fixture. Note: The file produced must end in ".json", otherwise loading the fixture will fail without any discernable reason.

2. If you place the fixture in NMTK_server/fixtures/users.json the system will automatically load the data when you reinitialize the server (as part of its initial data load.)

3. If you decide to place the fixture in a separate location on disk, you must then use the command: python manage.py loaddata This command will load the fixture (users) into the database.

TAZ_checker To install the TAZ_checker application, check it out into $NMTK_DIR/NMTK_apps (same level as MN and SF). Then add "TAZ_checker" to the NMTK_APPS entry in local_settings.py. Activate the python virtual environment and easy_install pandas (a numeric library). It will need to compile, with numerous superfluous warnings, which takes a longish time. Then run the install.sh script again to get everything to line up in the NMTK world. Be aware that if you run install.sh the database will be destroyed, along with all users and their data. There are administrative commands, still needing to be documented, to dump and restore the user database, but currently no way to save the files, jobs and job results.

As part of the install.sh script this file is filled out. Open “./.nmtk_config” if it exists and read the environment parameters. If the file does not exist, install.sh will prompt the user for these parameters and record them in “./.nmtk_config”. Note that for many special cases (e.g. virtual host with different domain than the host machine name), these should be manually configured. The ones used for jeremyraw.com (which runs with a different hostname) are shown:

NMTK_USERNAME=jeremy

EMAIL=jeremy@jeremyraw.com FIRSTNAME=Jeremy LASTNAME=Raw

NMTK_NAME=nmtk

NMTK_HOST=nmtk.jeremy.raw

URL=http://nmtk.jeremyraw.com/

PGUSER=nmtkadmin # or whatever you set up as