Setup OS Requirements macOS

This section describes how to perform the setup for macOS (previously OSX).

Please read through all of the documentation before commencing the installation procedure.

Installation Objective

This Installation Guide contains specific Mac 11.2.1 Big Sur operating system requirements for the configuring of synerty-peek.

Required Software

Some of the software to be installed requires internet access. For offline installation some steps are required to be installed on another online server for the files to be packaged and transferred to the offline server.

Below is a list of all the required software:

  • Xcode (from the app store)
  • Homebrew
  • Python 3.6.x
  • Postgres 12.x

Optional Software

  • Oracle Client

Installing Oracle Libraries is required if you intend on installing the peek agent. Instruction for installing the Oracle Libraries are in the Online Installation Guide.

  • FreeTDS

FreeTDS is an open source driver for the TDS protocol, this is the protocol used to talk to the MSSQL SQLServer database.

Installation Guide

Follow the remaining section in this document to prepare your macOS operating system to run the Peek Platform.

The instructions on this page don’t install the peek platform, that’s done later.

Set Terminal shell to Bash

Press Command + Space to bring up preferences.


Type “terminal”


Run the following command and enter the password when prompted


code:

chsh -s /bin/bash

This will change your chosen shell from zsh to Bash.

Safari Open Safe Files

If you’re using safari on the mac (which you probably are), make sure Open “Safe” files after downloading is turned off.

This will cause Safari to unzip files that have been downloaded, and invalidate some of the install steps.


In Safari, press Command + , to bring up preferences.


Uncheck the Open “Safe” files after downloading checkbox.

../../_images/safari_safe_files.png

Close safari preferences.

Create Peek Platform OS User

Alternatively to creating a peek user, if you are developing with peek you might want to Symlink the /Users/*developerAccount* to /Users/peek. If doing this run: sudo ln -s /Users/*developerAccount*/ /Users/peek then skip to the next step Install Xcode.

Create a user account for peek with admin rights.

sudo ln -s /Users/*developerAccount*/ /Users/peek

Account Type:Administrator
Username:peek
Password:PA$$W0RD

Sign in to the peek account.

Important

All steps after this point assume you’re logged in as the peek user.

Install Xcode

From the app store, install Xcode.


Run Xcode and accept ‘Agree’ to the license. Xcode will then install components.


Exit Xcode


Run Terminal


Apple’s Command Line Developer Tools can be installed on recent OS versions by running this command in the Terminal:

sudo xcode-select -r

A popup will appear, select ‘Install’ then ‘Agree’ to the license.


Agree to the Xcode license in Terminal run:

sudo xcodebuild -license

Type q, type agree and hit ‘Enter’

Install Homebrew

Edit ~/.bash_profile and insert the following:

#### USE THE GNU TOOLS ####
# Set PATH to gnu tools
export PATH="`echo ~/bin:$PATH`"

To install Homebrew, run the following command in terminal:

/usr/bin/ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"

Install gnu-sed for the build scripts

brew install gnu-sed

Install wget, needed for python download

brew install wget

Create the symlinks to prefer the GNU tools

mkdir ~/bin
ln -s `which gsed` ~/bin/sed

Install the dev libs that the python packages will need to compile

brew install openssl@1.1 zlib openldap freetds

Install libgeos

wget https://raw.githubusercontent.com/Homebrew/homebrew-core/master/Formula/geos.rb
brew install geos.rb
rm geos.rb

Preparing .bash_profile

Edit ~/.bash_profile and insert the following:

##### SET THE PEEK ENVIRONMENT #####
# Setup the variables for PYTHON
export PEEK_PY_VER="3.9.1"
export PATH="/Users/peek/opt/bin:$PATH"

# Set the variables for the platform release
# These are updated by the deploy script
export PEEK_ENV=""
export PATH="${PEEK_ENV}/bin:$PATH"

Warning

Restart your terminal you get the new environment.

Install Python 3.9.1

Download and unarchive the supported version of Python

cd ~
source .bash_profile
wget https://github.com/python/cpython/archive/v${PEEK_PY_VER}.zip
unzip v${PEEK_PY_VER}.zip
cd cpython-${PEEK_PY_VER}

Configure the build

export LDFLAGS="-L/usr/local/opt/openssl/lib -L/usr/local/opt/zlib/lib"
export CPPFLAGS="-I/usr/local/opt/openssl/include -I/usr/local/opt/zlib/include"
export PKG_CONFIG_PATH="/usr/local/opt/openssl/lib/pkgconfig:/usr/local/opt/zlib/lib/pkgconfig"

./configure \
    --prefix=$HOME/opt \
    --enable-optimizations \
    --enable-shared \
    --with-openssl=$(brew --prefix openssl)

Make and Make install the software

make install

Cleanup the download and build dir

cd
rm -rf cpython-${PEEK_PY_VER}
rm v${PEEK_PY_VER}.zip

Symlink the python3 commands so they are the only ones picked up by path.

cd /Users/peek/opt/bin
ln -s pip3 pip
ln -s python3 python
cd

Open a new terminal and test that the setup is working

pass="/Users/peek/opt/bin/python"
[ "`which python`" == "$pass" ] && echo "Success" || echo "FAILED"

pass="Python ${PEEK_PY_VER}"
[ "`python --version`" == "$pass" ] && echo "Success" || echo "FAILED"

pass="/Users/peek/opt/bin/pip"
[ "`which pip`" == "$pass" ] && echo "Success" || echo "FAILED"


pass="pip 20.2.3 from /Users/peek/opt/lib/python3.9/site-packages/pip (python 3.9)"
[ "`pip --version`" == "$pass" ] && echo "Success" || echo "FAILED"

Upgrade pip:

pip install --upgrade pip

The following packages are required to package/deploy the macOS release.

Note

This is required for the pymysql setup.py

pip install Cython

synerty-peek is deployed into python virtual environments. Install the virtualenv python package

pip install virtualenv

The Wheel package is required for building platform and plugin releases

pip install wheel

Install PostgreSQL

Install the relational database Peek stores its data in. This database is PostgreSQL 12.

Note

Run the commands in this step as the peek user.

Download the PostgreSQL source code

PEEK_PG_VER=12.5
SRC_DIR="$HOME/postgresql-${PEEK_PG_VER}"

# Remove the src dir and install file
rm -rf ${SRC_DIR} || true
cd $HOME

wget https://ftp.postgresql.org/pub/source/v${PEEK_PG_VER}/postgresql-${PEEK_PG_VER}.tar.bz2
tar xjf postgresql-${PEEK_PG_VER}.tar.bz2

cd ${SRC_DIR}

Configure and build PostGresQL

export CPPFLAGS=" -I$(brew --prefix openssl@1.1)/include "
export LDFLAGS=" -L$(brew --prefix openssl@1.1)/lib "

./configure \
      --disable-debug \
      --prefix=$HOME/opt \
      --enable-thread-safety \
      --with-openssl \
      --with-python

make -j4

make install-world

# this is required for timescale to compile
cp ${SRC_DIR}/src/test/isolation/pg_isolation_regress ~/opt/bin

Remove install files to clean up the home directory

# Remove the src dir and install file
cd
rm -rf ${SRC_DIR}*

Initialise a PostgreSQL database

#Refresh .bash_profile so initdb can find postgres
source .bash_profile

initdb --pgdata=$HOME/pgdata/12 --auth-local=trust  --auth-host=md5

Tune the postgresql.conf

F="$HOME/pgdata/12/postgresql.conf"

sed -i 's/max_connections = 100/max_connections = 200/g' $F

Install CMake

Download CMake source code:

cd $HOME
PEEK_CMAKE_VER=3.19.2
SRC_DIR="$HOME/CMake-${PEEK_CMAKE_VER}"
wget https://github.com/Kitware/CMake/archive/v${PEEK_CMAKE_VER}.zip

unzip v${PEEK_CMAKE_VER}.zip
cd ${SRC_DIR}

Compile CMake from source:

./configure --prefix=$HOME/opt

make -j6 install

# Remove the src dir and install file
cd
rm -rf ${SRC_DIR}*
rm v${PEEK_CMAKE_VER}.zip

Install PostgreSQL Timescaledb

Next install timescaledb, this provides support for storing large amounts of historical data.

www.timescale.com


Download the timescaledb source code

PEEK_TSDB_VER=1.7.4

cd
wget https://github.com/timescale/timescaledb/archive/${PEEK_TSDB_VER}.zip
unzip ${PEEK_TSDB_VER}.zip
cd timescaledb-${PEEK_TSDB_VER}

Install the packages:

export CPPFLAGS=`pg_config --cppflags`
export LDFLAGS=`pg_config --ldflags`
export OPENSSL_ROOT_DIR="/usr/local/opt/openssl/"


# Bootstrap the build system
./bootstrap -DAPACHE_ONLY=1

# To build the extension
cd build && make

# To install
make install

# Cleanup the source code
cd
rm -rf ${PEEK_TSDB_VER}.zip
rm -rf timescaledb-${PEEK_TSDB_VER}

Install timescaledb-tune:

wget https://timescalereleases.blob.core.windows.net/homebrew/timescaledb-tools-0.8.1.tar.lzma
tar xf timescaledb-tools-0.8.1.tar.lzma
cp timescaledb-tools/timescaledb-tune $HOME/opt/bin
rm -rf timescaledb-tools
rm timescaledb-tools-0.8.1.tar.lzma

Tune the database:

PGVER=12
FILE="$HOME/pgdata/${PGVER}/postgresql.conf"
timescaledb-tune -quiet -yes -conf-path ${FILE} -pg-version ${PGVER}

Finish PostgreSQL Setup

Make PostgreSQL a service :

Note

This will require sudo permissions

Run the following command

# Make sure there is a LaunchAgents folder
mkdir -p ~/Library/LaunchAgents/

# Create the plist file
cat <<EOF > ~/Library/LaunchAgents/postgresql.plist
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.0.dtd">
<plist version="1.0">
<dict>
  <key>KeepAlive</key>
  <true/>
  <key>Label</key>
  <string>postgresql</string>
  <key>ProgramArguments</key>
  <array>
    <string>${HOME}/opt/bin/postgres</string>
    <string>-D</string>
    <string>${HOME}/pgdata/12</string>
  </array>
  <key>RunAtLoad</key>
  <true/>
  <key>WorkingDirectory</key>
  <string>${HOME}/opt</string>
  <key>StandardOutPath</key>
  <string>${HOME}/pgdata/12/postgres.log</string>
  <key>StandardErrorPath</key>
  <string>${HOME}/pgdata/12/postgres.log</string>
</dict>
</plist>
EOF

# Tell launchctl to use the plist
launchctl load ~/Library/LaunchAgents/postgresql.plist

Check that the service has started:

pgrep -laf postgres

Finish configuring and starting PostgreSQL.


Allow the peek OS user to login to the database as user peek with no password

F=/usr/local/var/postgres/pg_hba.conf
cat | sudo tee $F <<EOF
# TYPE  DATABASE        USER            ADDRESS                 METHOD
local   all             postgres                                peer
local   all             peek                                    trust

# "local" is for Unix domain socket connections only
local   all             all                                     peer
# IPv4 local connections:
host    all             all             127.0.0.1/32            md5
# IPv6 local connections:
host    all             all             ::1/128                 md5
EOF

Create the database

createdb -O peek peek

Note

If you already have a database, you may now need to upgrade the timescale extension.

psql peek <<EOF
ALTER EXTENSION timescaledb UPDATE;
EOF

Set the PostgreSQL peek users password

psql -d postgres -U peek <<EOF
\password
\q
EOF

# Set the password as "PASSWORD" for development machines
# Set it to a secure password from https://xkpasswd.net/s/ for production

Cleanup traces of the password

[ ! -e ~/.psql_history ] || rm ~/.psql_history

Finally, Download pgAdmin4 - A graphically PostgreSQL database administration tool.

Download the latest version of pgAdmin4 for macOS from the following link

https://www.pgadmin.org/download/pgadmin-4-macos/

Install Worker Dependencies

Install the parallel processing queue we use for the peek-worker-service tasks.

Redis

Install Redis via Homebrew with the following command:

brew install redis

Start redis and create a start at login launchd service:

brew services start redis

Open new terminal and test that Redis setup is working

pass="/usr/local/bin/redis-server"
[ "`which redis-server`" == "$pass" ] && echo "Success" || echo "FAILED"

Increase the size of the redis client queue

BEFORE="client-output-buffer-limit pubsub 64mb 16mb 90"
AFTER="client-output-buffer-limit pubsub 32mb 8mb 60"
sed -i "s/${BEFORE}/${AFTER}/g" /usr/local/etc/redis.conf

brew services restart redis

RabbitMQ

Install RabbitMQ via Homebrew with the following command:

brew install rabbitmq

Start rabbitmq and create a start at login launchd service:

brew services start rabbitmq

Edit ~/.bash_profile and insert the following:

##### SET THE RabbitMQ ENVIRONMENT #####
# Set PATH to include RabbitMQ
export PATH="/usr/local/sbin:$PATH"

Refresh the bash_profile:

source $HOME/.bash_profile

Open new terminal and test that RabbitMQ setup is working

pass="/usr/local/sbin/rabbitmq-server"
[ "`which rabbitmq-server`" == "$pass" ] && echo "Success" || echo "FAILED"

Enable the RabbitMQ management plugins:

rabbitmq-plugins enable rabbitmq_mqtt
rabbitmq-plugins enable rabbitmq_management

Install Oracle Client (Optional)

The oracle libraries are optional. Install them where the agent runs if you are going to interface with an oracle database.

Make the directory where the oracle client will live

mkdir ~/oracle

Download the following from oracle.

The version used in these instructions is 19.8.0.0.0.

  1. Download the “Basic Package” from https://download.oracle.com/otn_software/mac/instantclient/instantclient-basic-macos.zip
  2. Download the “SDK Package” from https://download.oracle.com/otn_software/mac/instantclient/instantclient-sdk-macos.zip

Copy these files to ~/oracle on the peek server.


Extract the files.

cd ~/oracle
unzip instantclient-basic-macos.zip
unzip instantclient-sdk-macos.zip

Add links to $HOME/lib to enable applications to find the libraries:

mkdir ~/lib
ln -s ~/oracle/instantclient_19_8/libclntsh.dylib ~/lib/

Edit ~/.bash_profile and insert the following:

##### SET THE ORACLE ENVIRONMENT #####
# Set PATH to include oracle
export ORACLE_HOME="`echo ~/oracle/instantclient_19_8`"
export PATH="$ORACLE_HOME:$PATH"

##### SET THE DYLD_LIBRARY_PATH #####
export DYLD_LIBRARY_PATH="$DYLD_LIBRARY_PATH:$ORACLE_HOME"

Change Open File Limit on macOS

macOS has a low limit on the maximum number of open files. This becomes an issue when running node applications.

Make sure the sudo password timer is reset

sudo echo "Sudo is done, lets go"

Run the following commands in terminal:

echo kern.maxfiles=65536 | sudo tee -a /etc/sysctl.conf
echo kern.maxfilesperproc=65536 | sudo tee -a /etc/sysctl.conf
sudo sysctl -w kern.maxfiles=65536
sudo sysctl -w kern.maxfilesperproc=65536

Edit ~/.bash_profile and insert the following:

##### Open File Limit #####
ulimit -n 65536 65536

Restart the terminal

What Next?

Refer back to the How to Use Peek Documentation guide to see which document to follow next.