doccano/docs/install-and-upgrade-doccano.md

# Install doccano

Install doccano on local or in the cloud. Choose the installation method that works best for your environment:

- [Install with pip](#install-with-pip)
- [Install with Docker](#install-with-docker)
- [Install with Docker Compose](#install-with-docker-compose)
- [Install from source](#install-from-source)
- [Install to cloud](#install-to-cloud)
- [Upgrade doccano](#upgrade-doccano)

## System requirements

You can install doccano on a Linux, Windows, or macOS machine running Python 3.8+.

### Web browser support

doccano is tested with the latest version of Google Chrome and is expected to work in the latest versions of:

- Google Chrome
- Apple Safari

If using other web browsers, or older versions of supported web browsers, unexpected behavior could occur.

### Port requirements

doccano uses port 8000 by default. To use a different port, specify it when running doccano webserver.

## Install with pip

To install doccano with pip, you need Python 3.8+. Run the following:

```bash
pip install doccano
```

After you install doccano, start the server with the following command:

```bash
# Initialize database. First time only.
doccano init
# Create a super user. First time only.
doccano createuser --username admin --password pass
# Start a web server.
doccano webserver --port 8000
```

In another terminal, run the following command:

```bash
# Start the task queue to handle file upload/download.
doccano task
```

Open <http://localhost:8000/>.

## Install with Docker

doccano is also available as a [Docker](https://www.docker.com/) container. Make sure you have Docker installed on your machine.

To install and start doccano at <http://localhost:8000>, run the following command:

```bash
docker pull doccano/doccano
docker container create --name doccano \
  -e "ADMIN_USERNAME=admin" \
  -e "ADMIN_EMAIL=admin@example.com" \
  -e "ADMIN_PASSWORD=password" \
  -v doccano-db:/data \
  -p 8000:8000 doccano/doccano
```

Next, start doccano by running the container:

```bash
docker container start doccano
```

To stop the container, run `docker container stop doccano -t 5`.
All data created in the container persist across restarts.

### Build a local image with Docker

If you want to build a local image, run:

```bash
docker build -t doccano:latest . -f docker/Dockerfile
```

## Install with Docker Compose

You need to install Git and to clone the repository:

```bash
git clone https://github.com/doccano/doccano.git
cd doccano
```

To install and start doccano at <http://localhost>, run the following command:

```bash
docker-compose -f docker/docker-compose.prod.yml --env-file .env up
```

You can override the default setting by rewriting the `.env` file. See [./docker/.env.example](https://github.com/doccano/doccano/blob/master/docker/.env.example) in detail.

## Install from source

If you want to develop doccano, consider downloading the source code using Git and running doccano locally. First of all, clone the repository:

```bash
git clone https://github.com/doccano/doccano.git
cd doccano
```

### Backend

The doccano backend is built in Python 3.8+ and uses [Poetry](https://github.com/python-poetry/poetry) as a dependency manager. If you haven't installed them yet, please see [Python](https://www.python.org/downloads/) and [Poetry](https://python-poetry.org/docs/) documentation.

First, to install the defined dependencies for our project, just run the `install` command. After that, activate the virtual environment by running `shell` command:

```bash
cd backend
poetry install
poetry shell
```

Second, set up the database and run the development server. Doccano uses [Django](https://www.djangoproject.com/) and [Django Rest Framework](https://www.django-rest-framework.org/) as a backend. We can set up them by using Django command:

```bash
python manage.py migrate
python manage.py create_roles
python manage.py create_admin --noinput --username "admin" --email "admin@example.com" --password "password"
python manage.py runserver
```

In another terminal, you need to run Celery to use import/export dataset feature:

```bash
cd doccano/backend
celery --app=config worker --loglevel=INFO --concurrency=1
```

After you change the code, don't forget to run [mypy](https://mypy.readthedocs.io/en/stable/index.html), [flake8](https://flake8.pycqa.org/en/latest/), [black](https://github.com/psf/black), and [isort](https://github.com/PyCQA/isort). These ensure code consistency. To run them, just run the following commands:

```bash
poetry run task mypy
poetry run task flake8
poetry run task black
poetry run task isort
```

Similarly, you can run the test by executing the following command:

```bash
poetry run task test
```

Did you pass the test? Great!

### Frontend

The doccano frontend is built in Node.js and uses [Yarn](https://yarnpkg.com/) as a package manager. If you haven't installed them yet, please see [Node.js](https://nodejs.org/en/) and [Yarn](https://yarnpkg.com/) documentation.

First, to install the defined dependencies for our project, just run the `install` command.

```bash
cd frontend
yarn install
```

Then run the `dev` command to serve with hot reload at <localhost:3000>:

```bash
yarn dev
```

### How to create a Python package

During development, you may want to create a Python package and verify it works correctly. In such a case, you can create a package by running the following command in the root directory of your project:

```bash
./tools/create-package.sh
```

This command builds the frontend, copies the files, and packages them. This will take a few minutes. After finishing the command, you will find `sdist` and `wheel` in `backend/dist`:

```bash
Building doccano (1.5.5.post335.dev0+6be6d198)
  - Building sdist
  - Built doccano-1.5.5.post335.dev0+6be6d198.tar.gz
  - Building wheel
  - Built doccano-1.5.5.post335.dev0+6be6d198-py3-none-any.whl
```

Then, you can install the package via `pip install` command:

```bash
pip install doccano-1.5.5.post335.dev0+6be6d198-py3-none-any.whl
```

## Install to cloud

doccano also supports one-click deployment to cloud providers. Click the following button, configure the environment, and access the UI.

| Service | Button |
|---------|---|
| AWS   | [![AWS CloudFormation Launch Stack SVG Button](https://cdn.rawgit.com/buildkite/cloudformation-launch-stack-button-svg/master/launch-stack.svg)](https://console.aws.amazon.com/cloudformation/home?#/stacks/new?stackName=doccano&templateURL=https://doccano.s3.amazonaws.com/public/cloudformation/template.aws.yaml)  |
| Heroku  | [![Deploy](https://www.herokucdn.com/deploy/button.svg)](https://dashboard.heroku.com/new?template=https%3A%2F%2Fgithub.com%2Fdoccano%2Fdoccano)  |

## Upgrade doccano

Caution: If you use SQLite3 as a database, upgrading the package would lose your database.

The migrate command has been supported since v1.6.0.

### After v1.6.0

To upgrade to the latest version of doccano, reinstall or upgrade using pip.

```bash
pip install -U doccano
```

If you need to update the database scheme, run the following:

```bash
doccano migrate
```

### Before v1.6.0

First, you need to copy the database file and media directory in the case of SQLite3:

```bash
mkdir -p ~/doccano
# Replace your path.
cp venv/lib/python3.8/site-packages/backend/db.sqlite3 ~/doccano/
cp -r venv/lib/python3.8/site-packages/backend/media ~/doccano/
```

Then, upgrade the package:

```bash
pip install -U doccano
```

At the end, run the migration:

```bash
doccano migrate
```