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INSTALL.md

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Installation Mifos Platform

This file describes how to install mifos platform for use in a production or test environment.

Release Artifact Structure

The release artifact (.zip file) has the following structure:

  + mifosplatform-X.Y.Z.RELEASE  ... parent folder which will have the release number on it
  |
  + api-docs ... folder contains html based documentation on the platform API for this release
  + database ... folder contains database setup and upgrade scripts along with sample data required for installation
  + pentahoReports ... folder contains any out-of-the-box reports provided through pentaho
  + apps ... folder contains apps like community app that speak to the platform
  |
  -- CHANGELOG.MD ... file documents changelog of project up to this release
  -- CONTRIBUTORS.MD ... file provides details on contributors to project
  -- INSTALL.MD ... file provides details on installation instructions
  -- LICENSE.MD ... file provides details on the open source license used by the project
  -- mifosng-provider.war ... the platform WAR file to be dropped into Tomcat 7
  -- README.MD ... initial readme file for the project
  -- VERSIONING.MD ... file provides details on approach to release versioning 

How to Install

The two ways to get up and running with mifos platform is:

  1. Use Amazon AWS and mifosplatform public AMI to spin up a new instance in the cloud
  2. Manually install the prerequisite software on your own machine, follow setup instructions and use release artifacts to get platform running yourself.

1. Amazon Public AMI

Use AWS Wizard to launch instance by using this link: Mifos Platform AMI (ami-a6035af4)

Note: Read through the following as you step through the AWS Wizard

  • You are automatically brought to Step 2 on the wizard, by default a 'micro' instance is selected, you may need to select a 'General Purpose' m1.small as the t1.micro's memory is right on the edge of whats needed to support MySQL, Tomcat 7 + Mifos Platform
  • Use default settings for steps 3 to 5 until you reach step 6 configure security group.
  • If your first time using AWS you should use the create new security group option and add the following 'rules' to the security group:
    • SSH (PORT 22), MYSQL (3306), HTTPS (443), Custom TCP Rule (8443) all with a 'Source' value of 'Anywhere'
  • Click 'Review and Launch'
  • You will be asked to use a 'keypair' which you will need to SSH onto the new instance, if this is your first time create a new keypair, be srue to download it and store in place as you will need it later, otherwise use an existing keypair.
  • When the instance starts, the following should be available at:
    • Platform application should be available @ https://[public DNS]:8443/mifosng-provider/api/v1/offices?tenantIdentifier=default&pretty=true
    • Community app should be available @ https://[public DNS]:8443/community-app
    • API docs should be available @ https://[public DNS]:8443/api-docs/apiLive.htm

Name: Mifos Platform 1.24.0.RELEASE Public AMI

  • AMI ID: ami-a6035af4
  • Kernel ID: aki-503e7402
  • Name: Mifos Platform 1.24.0.RELEASE Public AMI
  • Owner: 540782944231
  • Source: 540782944231/Mifos X-1.24.0 release
  • Architecture: Ubuntu12.04 LTS x86_64
  • Built starting from Ubuntu AMI ami-35acbb41
  • Java 1.7.0_51 64 bit JVM
  • Tomcat 7.0.39 (with SSL configured for self-signed certificate)
  • MySql 5.5.31

2. Manual Installation

2.1 Prerequisite Software

Before running mifos platform you must have the following software installed:

2.2 MySQL Setup

Assumption: MySQL server is now installed.

You should know your password for MySQL root user. If you wish you can change it by doing:

mysqladmin -u root -p 'oldpassword' password newpassword

The mifosplatform settings default to a mysql root user with username: root, password: mysql

If you have never installed mifosplatform before follow section 2.2.1 for first time setup of database, otherwise read section 2.2.2 on database upgrades.

2.2.1 First Time Database setup

Mifos platform has support for hosting multiple tenants so we use two database schemas:

  • mifosplatform-tenants: which is responsible for persisting the tenant information which is used when deciding what schema each incoming request in the platform should route to. It acts as a registry which contains the details of all the tenant databases, and their connection information, which is used by MifosX to connect to the appropriate tenant.
  • mifostenant-default: All tenant specific schemas follow the pattern mifostenant-xxxx, out of the box the default schema is used.

Step one: create mifosplatform-tenants database

mysql -uroot -pmysql
create database `mifosplatform-tenants`;
exit

Step two: populate mifosplatform-tenants database using database/mifospltaform-tenants-first-time-install.sql

mysql -uroot -pmysql mifosplatform-tenants < database/mifospltaform-tenants-first-time-install.sql

Step three: create mifostenant-default database

mysql -uroot -pmysql
create database `mifostenant-default`;
exit

2.2.2 Upgrade existing database(s)

Any tenant databases will be upgraded automatically when the application starts if the auto_update field of the tenants database table is enabled(=1). This is the default setting.

Upgrading your database in this way is the recommended way as it will upgrade any tenants setup in the mifosplatform-tenants database but can be disabled by setting the auto_update field of the tenant to zero.

2.2.2.1 Special Instructions for upgrading to MifosX versions 1.21.* to 1.24.*

Those updating an existing MifosX installation to version 1.21.* or higher would need to upgrade the mifosplatform-tenants database with patch database/migrations/list_db/V2__externalize-connection-properties.sql

mysql -uroot -pmysql mifosplatform-tenants < database/migrations/list_db/V2__externalize-connection-properties.sql
2.2.2.2 Special Instructions for upgrading to MifosX versions 1.25.* or higher

Starting from version 1.25.* , updates to mifosplatform-tenants database are managed by Flyway (http://flywaydb.org/). To ensure that flyway works correctly, verify that table schema_version is present along with two entries in mifosplatform-tenants database.

Check the status of schema_version table using the following command

mysql -uroot -pmysql
 
use `mifosplatform-tenants`;
select version_rank, installed_rank, version, description from schema_version;

The displayed result should be similar to

+--------------+----------------+---------+-----------------------------------+
| version_rank | installed_rank | version | description                       |
+--------------+----------------+---------+-----------------------------------+
|            1 |              1 | 1       | mifos-platform-shared-tenants     |
|            2 |              2 | 2       | externalize-connection-properties |
+--------------+----------------+---------+-----------------------------------+

If schema_version does not contain the second row, insert the same using the following query

mysql -uroot -pmysql
 
use `mifosplatform-tenants`;
INSERT INTO `schema_version` (`version_rank`, `installed_rank`, `version`, `description`, `type`, `script`, `checksum`, `installed_by`, `installed_on`, `execution_time`, `success`) VALUES
  (2, 2, '2', 'externalize-connection-properties', 'SQL', 'V2__externalize-connection-properties.sql', 210473669, 'root', '2014-10-12 22:13:51', 661, 1);

2.2.3 Load mifostenant-default schema with sample data (optional)

Every release ships with sample data (offices, users, customers, loan products, savings products and a chart of accounts). The same can be restored by running the following command

mysql -uroot -pmysql mifostenant-default < database/migrations/sample_data/load_sample_data.sql

2.3 Tomcat 7 Setup

Assumption: You have downloaded and installed Tomcat 7 correctly for your operation system: see http://tomcat.apache.org/tomcat-7.0-doc/setup.html

2.3.1 Environment Variables Check

Check that the following environment variables exist:

  • JAVA_HOME ... should point to directory where a 1.7 JDK or JRE is on machine
  • CATALINA_HOME ... should point to a directory where a Tomcat 7 instance is installed

Check that the following is on your path:

  • %JAVA_HOME%\bin;

2.3.2 Logging

  • In the [TOMCAT_HOME]/logs create a file called mifos-platform.log

2.3.3 Libraries

Ensure the following libraries are in the [TOMCAT_HOME]/lib folder

2.3.4 Configure for SSL

Generate a new keystore using java keytool (if you havent already done this):

sudo keytool -genkey -alias mifostom -keyalg RSA -keystore /home/ubuntu/.keystore

2.3.5 Update tomcat configuration files for SSL, compression and JNDI connection to MySql

<?xml version='1.0' encoding='utf-8'?>
<Server port="8005" shutdown="SHUTDOWN">
<Listener className="org.apache.catalina.core.JasperListener" />
<Listener className="org.apache.catalina.core.JreMemoryLeakPreventionListener" />
<Listener className="org.apache.catalina.mbeans.GlobalResourcesLifecycleListener" />
<Listener className="org.apache.catalina.core.ThreadLocalLeakPreventionListener" />
 
  <GlobalNamingResources>
       <Resource name="UserDatabase" auth="Container"
              type="org.apache.catalina.UserDatabase"
              description="User database that can be updated and saved"
              factory="org.apache.catalina.users.MemoryUserDatabaseFactory"
              pathname="conf/tomcat-users.xml"
       />
 
       <Resource type="javax.sql.DataSource"
            name="jdbc/mifosplatform-tenants"
            factory="org.apache.tomcat.jdbc.pool.DataSourceFactory"
            driverClassName="com.mysql.jdbc.Driver"
            url="jdbc:mysql://localhost:3306/mifosplatform-tenants"
            username="root"
            password="[root mysql password]"
            initialSize="3"
            maxActive="10"
            maxIdle="6"
            minIdle="3"
            validationQuery="SELECT 1"
            testOnBorrow="true"
            testOnReturn="true"
            testWhileIdle="true"
            timeBetweenEvictionRunsMillis="30000"
            minEvictableIdleTimeMillis="60000"
            logAbandoned="true"
            suspectTimeout="60"
       />
  </GlobalNamingResources>
 
  <Service name="Catalina">

<Connector protocol="org.apache.coyote.http11.Http11Protocol"
           port="8443" maxThreads="200" scheme="https"
           secure="true" SSLEnabled="true"
           keystoreFile="/home/ubuntu/.keystore"
           keystorePass="testmifos"
           clientAuth="false" sslProtocol="TLS"
           URIEncoding="UTF-8"
           compression="force"
           compressableMimeType="text/html,text/xml,text/plain,text/javascript,text/css"/>
 
      <Engine name="Catalina" defaultHost="localhost">
 
      <Realm className="org.apache.catalina.realm.LockOutRealm">
        <Realm className="org.apache.catalina.realm.UserDatabaseRealm" resourceName="UserDatabase"/>
      </Realm>
 
      <Host name="localhost"  appBase="webapps" unpackWARs="true" autoDeploy="true">
 
          <Valve className="org.apache.catalina.valves.AccessLogValve" directory="logs"
               prefix="localhost_access_log." suffix=".log"
               pattern="%h %l %u %t &quot;%r&quot; %s %b" />
      </Host>
    </Engine>
  </Service>
</Server>

2.3.6 Drop application into tomcat webapps folder

Drop the following from the release artifact into the [TOMCAT_HOME]/webapps folder:

  • mifosng-provider.war

Drop the following from the release artifact into [TOMCAT_HOME]/webapps/ROOT folder:

  • The entire apps/community-app folder.
  • The entire api-docs folder

2.3.7 Startup tomcat

Startup tomcat:

  • Platform application should be available @ https://[server ip address]:8443/mifosng-provider/api/v1/offices?tenantIdentifier=default&pretty=true
  • Community application should be available @ https://[server ip address]:8443/community-app?baseApiUrl=https://[server ip address]:8443/mifosng-provider/api/v1/
  • API docs should be available @ https://[server ip address]:8443/api-docs/apiLive.htm