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      docs/getting-started.md
  2. 224
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# Getting started
## Usage
doccano has two options to run:
- (Recommended) Docker Compose
- Docker
The usage of docker compose version is explained in the [README.md](https://github.com/doccano/doccano/blob/master/README.md#usage). We highly recommend that you should use docker compose version. However, we explain the usage of Docker version and Python/Node version for the additional information.
### Docker
As a one-time setup, create a Docker container for Doccano:
```bash
docker pull doccano/doccano
docker container create --name doccano \
-e "ADMIN_USERNAME=admin" \
-e "ADMIN_EMAIL=admin@example.com" \
-e "ADMIN_PASSWORD=password" \
-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 will persist across restarts.
Go to <http://127.0.0.1:8000/>.
### Setup development environment
You can setup development environment via Python and Node.js. You need to install Git and to 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 runnning `shell` command:
```bash
cd backend
poetry install
poetry shell
```
Second, setup 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 setup 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 ensures the 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
```

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# 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" \
-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 ./docker/.env.example up
```
You can override the default setting by rewriting the `.env` file.
## 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.
To upgrade to the latest version of doccano, reinstall or upgrade using pip.
```bash
pip install -U doccano
```
If you need update the database scheme, run the following:
```bash
doccano migrate
```

4
docs/mkdocs.yml

@ -32,14 +32,12 @@ plugins:
# Page tree # Page tree
nav: nav:
- Get started: index.md - Get started: index.md
- Installation: getting-started.md
- Install and upgrade doccano: install-and-upgrade-doccano.md
- Tutorial: tutorial.md - Tutorial: tutorial.md
- Project Structure: project_structure.md - Project Structure: project_structure.md
- Advanced: - Advanced:
- AWS HTTPS settings: advanced/aws_https_settings.md - AWS HTTPS settings: advanced/aws_https_settings.md
- OAuth2 settings: advanced/oauth2_settings.md - OAuth2 settings: advanced/oauth2_settings.md
#- Release notes: release-notes.md
#- Author's notes: authors-notes.md
- FAQ: faq.md - FAQ: faq.md
- Code of Conduct: CODE_OF_CONDUCT.md - Code of Conduct: CODE_OF_CONDUCT.md
- Roadmap: roadmap.md - Roadmap: roadmap.md
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