Installation

Supported platforms

Canopy is officially supported on the following operating systems:

Operating System

Version

Notes

Ubuntu Linux

16.04/18.04/20.04 LTS

64-bit Server edition

RedHat Enterprise Linux/Oracle Enterprise Linux/CentOS

v7.3+

64-bit

Canopy can run on other operating systems/distributions, such as Debian, Kali Linux and Mac OSX. However, Canopy will only be supported on the above operating systems.

The following key dependencies on Linux based operating systems are noted:

Key Dependency

Description

PostgreSQL 9.5+ or Oracle DB 12.2

Database server for storing/processing Canopy data. Note that certain database servers may require more resources.

nginx 1.x or Apache 2.4/2.5

Front-end web server for serving the Canopy user interface.

RabbitMQ Server 3.x

Back-end service for processing Canopy related tasks using the Celery framework.

OpenJDK 8 JRE or Oracle Java 8

Java library for document generation.

Platform installation guides

Install on Ubuntu 16.04/18.04/20.04

Canopy

As root:

  1. (Ubuntu 16.04 only) Install libtidy5:

    apt install -f ./libtidy5_5.2.0-2_amd64.deb

  2. Install Canopy packages:

    apt install -f ./canopy_3.1.0_amd64.deb

  3. Copy your Canopy license file to /etc/canopy/license. Canopy will output your license details at the top each time you run canopy-manage. This allows you to easily verify if the license is installed properly and if its still valid.

  4. Setup a database and reverse proxy via steps in the Configuration section.

Canopy Document Server

As root:

  1. Install Java 8:

    apt install openjdk-8-jre

  2. Install Canopy Docserver package:

    apt install -f ./canopy-docserver_0.0.11_amd64.deb

  3. Restart Docserver services:

    systemctl restart canopy-docserver

Install on RHEL 7, Oracle EL 7 and CentOS 7

Canopy

As root:

  1. Install libtidy5:

    yum install ./libtidy5-5.2.0-2.3.x86_64.rpm

  2. Install rabbitmq-server package:

    1. On Centos you can install the epel-release package and the Canopy installation will source the correct dependencies.

    2. On RHEL/OEL you can either install epel-release or install rabbitmq-server 3.x from https://www.rabbitmq.com/install-rpm.html#downloads and install their Erlang distribution from https://github.com/rabbitmq/erlang-rpm/releases

  3. Install Canopy:

    yum install ./canopy-3.1.0-1.el7.centos.x86_64.rpm

  4. Copy your Canopy license file to /etc/canopy/license. Canopy will output your license details at the top each time you run canopy-manage. This allows you to easily verify if the license is installed properly and if its still valid.

  5. Setup a database and reverse proxy via steps in the Configuration section.

Canopy Document Server

  1. Install OpenJDK 8 JRE or Oracle Java 8:

    yum install java-1.8.0-openjdk.x86_64

  2. Install Canopy Docserver:

    yum install ./canopy-docserver-0.0.12-1.el7.centos.x86_64.rpm

  3. Restart Docserver services:

    systemctl restart canopy-docserver

Example sources for packages

  • epel-release can be sourced from Fedora.

Configuration

As root:

  1. Setup PostgreSQL:

    canopy-setup postgresql

    Note

    Oracle users should see the Oracle DB configuration section.

  2. Setup nginx:

    canopy-setup nginx

    Optional if you intend to configure your own reverse proxy.

    Note

    Apache users see the Apache configuration section.

    1. (RHEL) (Optional) Configure firewall access. The following commands would open up ports 80 and 443:

      firewall-cmd --zone=public --add-service=https --permanent
firewall-cmd --zone=public --add-service=https
firewall-cmd --zone=public --add-service=http --permanent
firewall-cmd --zone=public --add-service=http

    2. (RHEL) (Optional) Enable the SELinux httpd_can_network_connect option so that the reverse proxy may connect to Canopy:

      setsebool -P httpd_can_network_connect 1

  3. Initialise database (schema and initial data):

    canopy-manage setupdb --prod

  4. Create an initial admin user:

    canopy-manage createsuperuser

    Skip this step if you are going to import Canopy 2 data.

  5. Configure systemd persistent logging (see the Logging configuration section).

Once the database has been set up and the admin user created, restart the Canopy services:

systemctl restart canopy canopy-celery

In order for links to be generated correctly, the EXTERNAL_BASE_URL setting should be updated in /etc/canopy/canopy.ini to the URL that your users will use to access this Canopy instance.

Logging configuration

Canopy uses systemd for logging but by default most Linux distributions do not persist systemd logs. The following commands will configure systemd/journald to persist its logs to disk:

mkdir /var/log/journal
systemctl restart systemd-journald

If systemd is not configured to persist logs then they will not survive reboots.

Additionally one should adjust the default rate limit for logging as there might be times when Canopy emits large bursts of logs.

In /etc/systemd/journald.conf, set the following:

RateLimitBurst=0  # Disable rate limiting

and reload journald:

systemctl restart systemd-journald

Please see man journald.conf or https://www.freedesktop.org/software/systemd/man/journald.conf.html for more information on how to configure logging.

Apache configuration

Required modules

The following Apache modules are required, over and above what is installed by default:

  • ssl

  • proxy

  • proxy_http

  • headers

  • rewrite

  • deflate

An example Apache config is provided in /opt/checksec/canopy/sample_configs/apache.conf.

Oracle DB configuration

Manual download and installation of the Oracle DB client is required as Oracle Corporation does not allow the redistribution of their software.

Please obtain the Oracle instantclient basic 12.2.0.1.0 (oracle-instantclient12.2-basic-12.2.0.1.0-1.x86_64.rpm) from https://www.oracle.com/database/technologies/instant-client/linux-x86-64-downloads.html and install it according to the instructions located at the bottom of the downloads page.

Here is a summary of the steps, please see the link above for the full details.

Firstly download oracle-instantclient12.2-basic-12.2.0.1.0-1.x86_64.rpm, then as the root user:

  1. yum install ./oracle-instantclient12.2-basic-12.2.0.1.0-1.x86_64.rpm

  2. echo /usr/lib/oracle/12.2/client64/lib > /etc/ld.so.conf.d/oracle-instantclient.conf && ldconfig

If that was successful then the following command will give this output:

[root@localhost ~]# ldconfig -p|grep -i clntsh
      libclntshcore.so.12.1 (libc6,x86-64) => /usr/lib/oracle/12.2/client64/lib/libclntshcore.so.12.1
      libclntsh.so.12.1 (libc6,x86-64) => /usr/lib/oracle/12.2/client64/lib/libclntsh.so.12.1

Note

If Canopy fails to connect to the Oracle DB stating that libclntsh.so.12.1 cannot be found, then the installation instructions were not followed successfully.

The filenames and directories may vary if a different version is being installed.

For step 1 of the Configuration section the user should (as root) edit /etc/canopy/canopy.ini and set the DATABASE_URL option to the following with the USERNAME/PASSWORD and DSN values populated:

DATABASE_URL=oracle://USERNAME:PASSWORD@/DSN

example:

DATABASE_URL=oracle://canopy:canopy@/(DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)(HOST=127.0.0.1)(PORT=1521))(CONNECT_DATA=(SERVICE_NAME=orclpdb1)))

Continue with the remaining Configuration steps.

Debugging

Check if services are running:

systemctl status canopy canopy-celery canopy-docserver

Restart services:

systemctl restart canopy canopy-celery canopy-docserver

Get a service’s logs:

journalctl -xe -u canopy

Follow a service’s logs:

journalctl -xe -f -u canopy

Upgrading

Although the upgrade process is the same for minor and patch releases of Canopy, it is advised to perform backup prior to minor release updates.

Patch release upgrades (e.g. upgrading from 3.2.3 to 3.2.4) are designed to be low risk and our release notes will contain anything you should be aware of. Downgrading to a lower patch release of the same minor version is usually supported.

Minor release upgrades (e.g. upgrading from 3.2.3 to 3.3.0) are inherintly more risky as we use them to perform schema changes to the database and other migrations. Note that downgrading to a lower minor release is not supported and backups are highly recommended.

See Backups and recovery on how to perform backups.

As the root user:

  1. Install new package via apt/yum

  2. Restart services:

    systemctl restart canopy canopy-celery canopy-docserver

The output at each step will indicate if it was successful.

Warning

If the database is not accessible during the upgrade process then critical migration steps would not have occured.

These can be manually executed prior to restarting of the services:

canopy-manage postinstall