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Mac M1 and M2 (Apple Silicon) Installation

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How to verify that you have an Apple Silicon processor:

  1. Click the Apple icon in the top-left of the screen
  2. Click 'About This Mac'
  3. Look for the 'Chip' section at the top of the list
    1. Apple Silicon processors will begin with 'Apple'; as of 7/2023, these a variant of 'Apple M1' or 'Apple M2'

Frequently Asked Question:

  1. Why is this so complicated?

Apple Silicon processors use a different architecture (arm64/aarch64) than Intel processors (x86_64). Oracle, which is used for the VACOLS database, does not have binaries to run any of their database tools natively on arm64 for MacOS. Additionally, the Ruby gems therubyracer and jshint require the library [email protected], which can also only be compiled and installed on x86_64 processors. To work around this we use Rosetta to emulate x86_64 processors in the terminal, installing most of the Caseflow dependencies via the x86_64 version of Homebrew. It is important that while setting up your environment, you ensure you are in the correct terminal type and in the correct directory so that you do not install or compile a dependency with the wrong architecture.

  1. I am running into errors! Where can I go for help?

See the Installation Workarounds section for common or previously relevant workarounds that may help. Additionally, join the #bid_appeals_mac_support channel in Slack (or ask your scrum master to add you). You can search that channel to see if your issue has been previously discussed or post what step you are having a problem on and what you've done so far.

Ensure command line tools are installed via Self Service Portal prior to starting

Follow these instructions as closely as possible. If a folder is specified for running terminal commands, ensure you are in that directory prior to running the command(s). If you can't complete a step, ask for help in the #bid_appeals_mac_support channel of the Benefits Integrated Delivery (BID) Slack workspace.

Clone these Repos

  1. Create a ~/dev/appeals/ directory

  2. Clone the following repo using git clone into this directory

  3. Optional for setting up a machine, though you may work with these in the future

  4. If you cannot clone the above, you might need to do this setup

Homebrew Installation

  1. Install homebrew from self-service portal

Docker Installation

Note: We do not use Docker Desktop due to licensing. We recommend using Colima to run the docker service.

  1. Open terminal and run:
    1. brew install docker docker-compose colima
    2. mkdir -p ~/.docker/cli-plugins
    3. ln -sfn /opt/homebrew/opt/docker-compose/bin/docker-compose ~/.docker/cli-plugins/docker-compose

Install UTM and VACOLS VM

  1. Download UTM from this link
  2. Right click UTM.app and select “install with privilege management” then open the UTM.app
  3. Download the Vacols VM from this link
  4. After the file downloads, right click on it in “Finder” and select “Show Package Contents” and delete the view.plist file if it exists
  5. Right click on the application and select “Open With > UTM.app (default)”
  6. Select the “Play” button when it pops up in UTM
  7. Leave this running in the background. If you close the window, you can open it back up by repeating steps 5-7

Chromedriver, PDFtk Server, and wkhtmltox Installation

  1. Open terminal and run
    • brew install --cask chromedriver
  2. Once it successfully installs, run command
    • chromedriver –version
  3. There will be a pop up. Before clicking “OK,” navigate to System Settings > Privacy & Security
  4. Scroll down to the security section and it will say “chromedriver was blocked from use because it is not from an identified developer”
  5. Select “Allow Anyway”
  6. Select “Yes” from pop up
  7. Reopen terminal and once again run chromedriver –version
  8. Select “Open”
  9. Download and install from this link. When you receive a security warning, follow steps 3-6 for PDFtk server
  10. Download this file and move through the prompts. When you receive a security warning, follow steps 3-6 for wkhtmltox

Oracle “instantclient” Files

  1. Download these DMG files
  2. After downloading, double click on one of the folders and follow the instructions in INSTALL_IC_README.txt to copy the libraries

Postgres Download

  1. Download and install from this link

Configure x86_64 Homebrew

Run the below commands from your home directory

  1. In a terminal, create a homebrew directory under your home directory
    • mkdir homebrew
  2. In a terminal, run
    • curl -L https://github.com/Homebrew/brew/tarball/master | tar xz --strip 1 -C homebrew
  3. If you get a chdir error, run
    • mkdir homebrew && curl -L https://github.com/Homebrew/brew/tarball/master | tar xz --strip 1 -C homebrew

Rosetta

  1. Open standard terminal and run:
    • softwareupdate -–install-rosetta –-agree-to-license
  2. Once Rosetta is installed, find the default terminal in “Finder” > Applications
  3. Right click and select “Get Info”
  4. Select “Open using Rosetta”
    • Note: you can copy the standard terminal executable to your desktop and enable Rosetta on that, so that you don’t need to disable rosetta on the default terminal once Caseflow setup is complete

Modify your .zshrc File

  1. Run command open ~/.zshrc
  2. Add the following lines, if any of these are already set make sure to comment previous settings:
export PATH=~/homebrew/bin:${PATH}
eval "$(~/homebrew/bin/rbenv init -)"
eval "$(~/homebrew/bin/nodenv init -)"
eval "$(~/homebrew/bin/pyenv init --path)"

# Add Postgres environment variables for CaseFlow
export POSTGRES_HOST=localhost
export POSTGRES_USER=postgres
export POSTGRES_PASSWORD=postgres
export NLS_LANG=AMERICAN_AMERICA.UTF8
export FREEDESKTOP_MIME_TYPES_PATH=~/homebrew/share/mime/packages/freedesktop.org.xml export OCI_DIR=~/Downloads/instantclient_19_8
  1. Save file
  2. Go to your active terminal and enter source ~/.zshrc or create a new terminal Note: until rbenv, nodenv, and pyenv are installed, the eval commands will display a 'command not found' error when launching a terminal

Run dev setup scripts in Caseflow repo

VERY IMPORTANT NOTE: The below commands must be run in a Rosetta terminal until you reach the 'Running Caseflow' section

Script 1

  1. Open a new Rosetta terminal and ensure you are in the directory you cloned the Caseflow repo into (~/dev/appeals/caseflow) and run commands:
    1. git checkout grant/setup-m1
    2. ./scripts/dev_env_setup_step1.sh
    • If this fails, double check your .zshrc file to ensure your PATH has only the x86_64 brew

Note: If you run into errors installing any versions of openssl, see the "Installation Workarounds" section at the bottom of this document

Script 2

  1. In the Rosetta terminal, install pyenv and the required python2 version:
    1. brew install pyenv
    2. pyenv rehash
    3. pyenv install 2.7.18
    4. In the caseflow directory, run pyenv local 2.7.18 to set the version
  2. In the Rosetta terminal navigate to caseflow folder:
    1. run rbenv install $(cat .ruby-version)
    2. run rbenv rehash
    3. run gem install bundler -v $(grep -A 1 "BUNDLED WITH" Gemfile.lock | tail -n 1)
    4. run gem install pg:1.1.4 -- --with-pg-config=/Applications/Postgres.app/Contents/Versions/latest/bin/pg_config
    5. Install [email protected] by doing the following (these steps assume that vi/vim is the default editor):
      1. run HOMEBREW_NO_INSTALL_FROM_API=1 brew edit [email protected]
      2. go to line 21 in the editor by typing :21 Note: the line being removed is disable! date: "2023-06-19", because: "depends on Python 2 to build"
      3. delete the line by pressing d twice
      4. save and quit by typing :x
      5. run HOMEBREW_NO_INSTALL_FROM_API=1 brew install [email protected]
    6. Configure build opts for gem therubyracer:
      1. bundle config build.libv8 --with-system-v8
      2. bundle config build.therubyracer --with-v8-dir=$(brew --prefix [email protected])
    7. run ./scripts/dev_env_setup_step2.sh If you get a permission error while running gem install or bundle install, something went wrong with your rbenv install which needs to be fixed.
  3. If there are no errors messages, run bundle install to ensure all gems are installed

Running Caseflow

VERY IMPORTANT NOTE TWO: This is where you switch back to a standard (non-Rosetta) terminal

  1. Once your installation of all gems is complete, switch back to a standard MacOS terminal:
    1. open your ~/.zshrc file
    2. comment the line export PATH=~/homebrew/bin:$PATH
    3. uncomment the line export PATH=/opt/homebrew/bin:$PATH
    4. add the line export PATH=$HOME/.nodenv/shims:$HOME/.rbenv/shims:$HOME/.pyenv/shims:$PATH
    5. comment the lines eval "$({binary} init -)" for rbenv, pyenv, and nodenv if applicable
    6. if you added the line eval $(~/homebrew/bin/brew shellenv) after installing x86_64 homebrew, comment it out
  2. Open a new terminal and verify:
    1. that you are on arm64 by doing arch and checking the output
    2. that you are using arm64 brew by doing which brew and ensuring the output is /opt/homebrew/bin/brew
  3. Open caseflow in VSCode (optional), or navigate to the caseflow directory in your terminal and:
    1. brew install yarn
  4. Ensure you are on main branch and up to date by running
    1. git checkout main
    2. git fetch
    3. git pull origin main
  5. Start Vacols UTM VM (if not already running)
  6. run make up-m1 to create the docker containers and volumes
  7. run make reset to (re)create and seed the database; this takes a while (~45 minutes)
    1. if you get a database not found error, run bundle exec rake db:drop:primary db:create:primary db:schema:load:primary, and then run make reset again
  8. open a second terminal tab/window
  9. run make run-backend-m1 in one tab, and make run-frontend in the other
    1. the backend should launch on localhost:3000. go there in your browser to access Caseflow
    2. the frontend launches on localhost:3500; this is a server that enables hot-reloading of modules during development. going to this address in a browser will not work
    3. optionally, you can do make run-m1 to launch both at the same time with Foreman, but if one server errors the other can remain running and lead to headache trying to get them back up

To launch caseflow after a machine restart:

  1. Start the VACOLS VM via UTM; login is not required
  2. In terminal, run colima start to start the docker daemon
  3. In terminal, go to the caseflow directory and run:
    • make up-m1 to start the docker containers
  4. Open a second terminal window/tab, and from the caseflow directory run:
    • make run-backend-m1 in one tab
    • make run-frontend in the other tab

Note: It takes several minutes for the VACOLS VM to go through its startup and launch the Oracle DB service, and about a minute for the Postgres DB to initialize after running make up-m1.

Installation Workarounds

M3 Mac Gem Installation

Follow these steps if you are getting errors when running bundle install

  1. Create a new file script.py with the following contents: 
     import subprocess
 import re

 #string = subprocess.check_output("gem query --local", shell=True)
 #string = re.findall("(?![^\\(]*\\))[A-Za-z-_]+", string.decode("utf-8"))

 with open("./gems.txt") as file:
     lines = [line.rstrip() for line in file]

 for i in lines:
 	print("bundle config build." + i + " --with-cflags=\"-Wno-error=incompatible-function-pointer-types\" --with-cppflags=\"-Wno-compound-token-split-by-macro\"")
 	output = subprocess.check_output("bundle config build." + i + " --with-cflags=\"-Wno-error=incompatible-function-pointer-types\" --with-cppflags=\"-Wno-compound-token-split-by-macro\"", shell=True)
  2. Create a new file gems.txt with the following contents: 
     aasm
 actioncable
 actionmailbox
 actionmailer
 actionpack
 actiontext
 actionview
 activejob
 activemodel
 activerecord
 activerecord-import
 activerecord-oracle_enhanced-adapter
 activestorage
 activesupport
 acts_as_tree
 addressable
 akami
 amoeba
 anbt-sql-formatter
 ast
 aws-sdk
 aws-sdk-core
 aws-sdk-resources
 aws-sigv4
 backport
 benchmark-ips
 bgs
 bootsnap
 bourbon
 brakeman
 browser
 builder
 bullet
 bummr
 bundler-audit
 business_time
 byebug
 capybara
 capybara-screenshot
 caseflow
 choice
 claide
 claide-plugins
 cliver
 coderay
 colored2
 colorize
 concurrent-ruby
 connect_mpi
 connect_vbms
 connection_pool
 console_tree_renderer
 cork
 countries
 crack
 crass
 d3-rails
 danger
 database_cleaner
 date
 ddtrace
 debase
 debase-ruby_core_source
 derailed_benchmarks
 diff-lcs
 docile
 dogstatsd-ruby
 dotenv
 dotenv-rails
 dry-configurable
 dry-container
 dry-core
 dry-equalizer
 dry-inflector
 dry-initializer
 dry-logic
 dry-schema
 dry-types
 ecma-re-validator
 erubi
 execjs
 factory_bot
 factory_bot_rails
 faker
 faraday
 faraday-http-cache
 faraday_middleware
 fast_jsonapi
 fasterer
 ffi
 foreman
 formatador
 fuzzy_match
 get_process_mem
 git
 globalid
 govdelivery-tms
 guard
 guard-compat
 guard-rspec
 gyoku
 hana
 hashdiff
 heapy
 holidays
 httpclient
 httpi
 i18n
 i18n_data
 icalendar
 ice_cube
 immigrant
 jaro_winkler
 jmespath
 jquery-rails
 jshint
 json
 json_schemer
 kaminari
 kaminari-actionview
 kaminari-activerecord
 kaminari-core
 knapsack_pro
 kramdown
 kramdown-parser-gfm
 launchy
 libv8
 listen
 logstasher
 loofah
 lumberjack
 mail
 marcel
 maruku
 memory_profiler
 meta_request
 method_source
 mime-types
 mime-types-data
 mini_mime
 minitest
 moment_timezone-rails
 momentjs-rails
 msgpack
 multi_json
 multipart-post
 multiverse
 nap
 neat
 nenv
 net-imap
 net-pop
 net-protocol
 net-smtp
 newrelic_rpm
 nio4r
 no_proxy_fix
 nokogiri
 nori
 notiffany
 octokit
 open4
 paper_trail
 parallel
 paranoia
 parser
 pdf-forms
 pdfjs_viewer-rails
 pdfkit
 pg
 pluck_to_hash
 pry
 pry-byebug
 public_suffix
 puma
 racc
 rack
 rack-contrib
 rack-test
 rails
 rails-dom-testing
 rails-erd
 rails-html-sanitizer
 railties
 rainbow
 rake
 rb-fsevent
 rb-inotify
 rb-readline
 rchardet
 react_on_rails
 redis
 redis-actionpack
 redis-activesupport
 redis-classy
 redis-mutex
 redis-namespace
 redis-rack
 redis-rails
 redis-store
 ref
 regexp_parser
 request_store
 reverse_markdown
 rexml
 roo
 rspec
 rspec-core
 rspec-expectations
 rspec-github
 rspec-mocks
 rspec-rails
 rspec-retry
 rspec-support
 rspec_junit_formatter
 rubocop
 rubocop-performance
 rubocop-rails
 ruby-debug-ide
 ruby-graphviz
 ruby-oci8
 ruby-plsql
 ruby-prof
 ruby-progressbar
 ruby_dep
 ruby_parser
 rubyzip
 safe_shell
 safe_yaml
 sass
 sass-listen
 sass-rails
 savon
 sawyer
 scss_lint
 selenium-webdriver
 sentry-raven
 sexp_processor
 shellany
 shoryuken
 shoulda-matchers
 simplecov
 simplecov-html
 single_cov
 sixarm_ruby_unaccent
 sniffybara
 socksify
 solargraph
 sprockets
 sprockets-rails
 sql_tracker
 statsd-instrument
 stringex
 strong_migrations
 terminal-table
 test-prof
 therubyracer
 thor
 thread_safe
 tilt
 timecop
 timeout
 tty-tree
 tzinfo
 uglifier
 unicode-display_width
 unicode_utils
 uniform_notifier
 uri_template
 validates_email_format_of
 wasabi
 webdrivers
 webmock
 webrick
 websocket
 websocket-driver
 websocket-extensions
 xmldsig
 xmlenc
 xmlmapper
 xpath
 yard
 zeitwerk
 ziptz
  3. Move both files into the caseflow root folder
  4. In your Terminal, run python3 script.py
  5. Run bundle install again
  6. If any gems fail to install, manually install it by running gem install (e.g. gem install pg:1.1.4) and then run bundle install again to check for additional failures
  7. Once bundle install stops throwing errors, return to the last step for Script 2 (run ./scripts/dev_env_setup_step2.sh)

OpenSSL

When installing rbenv, nodenv, or pyenv, both openssl libraries should install as dependencies. Only follow the below instructions if you have problems with openssl@3 or [email protected] not compiling.

  1. Download [email protected] and openssl@3 from this link
  2. Open “Finder” and find the two folders under “Downloads”
  3. Extract the .tar.gz or .zip archives
  4. In each of the extracted folders:
    1. Navigate to the ~/homebrew/Cellar subfolder
    2. Copy the openssl folder to your local machine's ~/homebrew/Cellar folder
    3. If the folder Cellar in ~/homebrew does not exist, create it with mkdir ~/homebrew/Cellar
    • Note: moving these folders can be done using finder or a terminal
  5. Run command (from a rosetta terminal)
    1. brew link --force [email protected]
    2. If the one above doesn’t work run: brew link [email protected] --force
    • Note: don't link openssl@3 unless you run into issues farther in the setup

Installing Ruby via Rbenv

If you are getting errors for rbenv being unable to find a usable version of openssl, run these commands prior to running the second dev setup script:

  1. brew install [email protected]
  2. export RUBY_CONFIGURE_OPTS="--with-openssl-dir=/usr/local/homebrew/Cellar/[email protected]"

Running Caseflow

The following steps are an alternative to step 7 of the Running Caseflow section in the event that you absolutely cannot get those commands to work:

  1. In caseflow, run
    • a. make down
      • i. Removes appeals-db, appeals-redis, and localstack docker containers
    • b. docker-compose down –v
      • i. Removes caseflow_postgresdata docker volume
    • c. make up-m1
      • i. Starts docker containers, volume, and network
    • d. make reset
      • i. Resets caseflow and ETL database schemas, seeds databases, and enables feature flags
      • **If make reset returns database not found error:
        • a. Run command bundle exec rake db:drop:primary
        • b. Download caseflow-db-backup.gz (not able to share this download via policy, ask in the slack channel)
        • c. Enter terminal, navigate to ~/Downloads
        • e. Run command
          • i. gzip -dck caseflow-db-backup.gz | docker exec -i appeals-db psql -U postgres
          • ii. (this command will link the caseflow_certification_database to docker)
        • f. Enter terminal, navigate to caseflow, and run
          • i. make up-m1
          • ii. make reset (this will take a while)

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