How to Install and Start the E-Commerce Service in Native Installations

The following are instructions on how to bring up Otto e-commerce service alongside Native installations. Although the readthedocs information has instructions on how to install the e-commerce service, that is tailored for devstack installations.

Step-by-step guide

Assumptions:

You are installing this on an AWS instance of Ubuntu 16.04, 64-bit
You have at least 30GB of space assigned to the root drive
You are installing the master branch of edx and not a named release. For named release related installation instructions, refer to the Native Open edX Ubuntu 12.04 64 bit installation Installation.
These instructions are as current as of the Ginkgo.2 platform release

Preconfiguration of the server

 Update and install system dependencies

sudo apt-get update -y
sudo apt-get install -y build-essential software-properties-common \
                        python-software-properties curl git-core \
                        libxml2-dev libxslt1-dev libfreetype6-dev \
                        python-pip python-apt python-dev \
                        libxmlsec1-dev swig libmysqlclient-dev
sudo pip install --upgrade pip
sudo pip install --upgrade virtualenv

Clone the edx configuration repository and install edX and e-commerce

cd /var/tmp
git clone https://github.com/edx/configuration
cd /var/tmp/configuration
sudo pip install -r requirements.txt
sudo pip install setuptools --upgrade
cd /var/tmp/configuration/playbooks
nano -w edx_sandbox.yml

Inside the edx_sandbox.yml file, change the SANDBOX_ENABLE_ECOMMERCE flag from False to True.

sudo ansible-playbook -c local edx_sandbox.yml -i "localhost,"

Create a superuser account

cd /edx/app/edxapp/edx-platform
sudo -u www-data /edx/bin/python.edxapp ./manage.py lms --settings production create_user -s -p edx -e user@example.com
sudo -u www-data /edx/bin/python.edxapp ./manage.py lms --settings production changepassword user
sudo -u www-data /edx/bin/python.edxapp ./manage.py lms --settings production shell

from django.contrib.auth.models import User
me = User.objects.get(username="user")
me.is_superuser = True
me.is_staff = True
me.save()
exit()

NOTE: The username for this account will be the first half of the email address provided in line 2 (the user part). As such, "user" in lines 2, 3, and 7 should all be identical. In line 6, User is to be entered exactly as listed as that's referencing a Django model and not an explicit user.

Configure edX
1. Edit /edx/app/edxapp/lms.env.json (replacing <server> with the IP address or URL of your server)
  1. Change flag FEATURES['ENABLE_OAUTH2_PROVIDER'] to true
  2. Change flag OAUTH_ENFORCE_SECURE to false if not using SSL; also change https to http for the remaining items.
  3. Change flag JWT_ISSUER to "https://<server>:80/oauth2"
  4. Change OAUTH_OIDC_ISSUER to "https://<server>:80/oauth2"
  5. Change ECOMMERCE_API_URL to "http://<server>:18130/api/v2"
  6. Change ECOMERCE_PUBLIC_URL_ROOT to "http://<server>:18130"
  7. Change JWT_AUTH [ JWT_ISSUER ] to "https://<server>:80/oauth2"
  8. Change CMS_BASE to "<server>:18010"
  9. Change PREVIEW_LMS_BASE to "preview.<server>:18020"
  10. Change LMS_BASE to "<server>:80"
  11. Change LMS_ROOT_URL to "https://<server>:80"
2. Restart edxapp processes
```
sudo /edx/bin/supervisorctl restart edxapp:
```
3. Create and register the client with OIDC/OAUTH
  1. Browse to <server>/admin/oauth2/client/1/ and log into the Django administration panel using the superuser username and password created earlier
    1. User: select the user we created earlier
    2. URL is http://<server>:18130/
    3. Redirect Url is https://<server>:18130/complete/edx-oidc/ (change to http is not using SSL)
    4. Client type is Confidential (Web applications)
    5. Logout URI: http://<server>:18130/logout/
    6. Note or change the Client ID and Client Secret. You will need this for the site configuration
  2. Browse to <server>/admin/edx_oauth2_provider
    1. Add trusted client
    2. From the drop-down menu, select the redirect URL you just entered
4. Instruct the LMS to use Otto e-commerce (the one we're setting up)
  1. Browse to <server>/admin/commerce/commerceconfiguration and log into the Django administration panel using the superuser username and password created earlier
  2. Click the Add commerce configuration button in the upper right-hand corner
  3. In the Add commerce configuration screen, check the boxes for Enabled and Checkout on e-commerce service. Then click the save button in the lower right-hand corner.
Configure e-commerce
1. Site configuration
```
sudo su ecommerce -s /bin/bash
cd ~/ecommerce
source ../ecommerce_env
python manage.py makemigrations
python manage.py migrate
python manage.py create_or_update_site \
                 --site-id=1 \
                 --site-domain=<server:18130 or url> \
                 --partner-code=edX \
                 --partner-name='Open edX' \
                 --lms-url-root=http://<server or url> \
                 --payment-processors=cybersource,paypal \
                 --client-id=<change to OIDC client ID> \
                 --client-secret=<change to OIDC client secret> \
                 --from-email=user@example.com \
                 --discovery_api_url=http://<discovery url>
```
  change payment-processors to the name of the processor(s) you are using.
  
  For site-domain it is important to not include the http:// or https://
2. Edit /edx/etc/ecommerce.yml (replacing <server> with your server's IP or url)
3. If you do not have SSL set up, edit /edx/app/ecommerce/ecommerce/ecommerce/settings/production.py
  1. Just after the from ecommerce.settings.logger import get_logger_config line, add the following
    1. DEBUG = True
      
      Besides for creating http instead of https in the build_ecommerce_url function, what else does setting the DEBUG flag to True do?
4. Payment Processor configuration - PayPal
  
  You will need to add a REST API application to your PayPal account. More information on how to do this can be found at the PayPal Developer Documentation site. You will need the API Credentials to fill in the appropriate sections below.
  1. Edit /edx/etc/ecommerce.yml (Note that PayPal sandbox and live settings uses different ID and secret values)
5. Restart e-commerce and edxapp processes
```
sudo /edx/bin/supervisorctl restart edxapp: ecommerce:
```

Notes:

If you're working with other Open edX repositories instead of the official one, please check when was the last commit. If the last commit of your Open edX repository is behind the e-commerce repository (e.g. 2 months), there is a chance that this tutorial will not work. If that's the case, you can fix it by do as following:

0. Go to Mysql and drop the e-commerce database (if you haven't done the database migration, skip this)

1. Go to the ecommerce directory:

cd /edx/app/ecommerce

2. Delete the default e-commerce source code directory:

rm -rf ecommerce

3. Clone again the repo:

git clone https://github.com/edx/ecommerce.git

4. Go inside the repo:

cd ecommerce

(at this point, you're at the latest commit of master)

5. Check out the desired commit (the one that was committed around the same time with your Open EdX's last commit):

git checkout <a commit hash>

6. Then run the migration

Open edX Operations

How to Install and Start the E-Commerce Service in Native Installations

Step-by-step guide

Notes:

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