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Getting Started

If you have not already done so, create/activate a virtualenv. Unless otherwise stated, assume all terminal code below is executed within the virtualenv.

Initialize and Provision

  1. Start and provision the edX devstack, as enterprise-catalog currently relies on devstack
  2. Verify that your virtual environment is active before proceeding
  3. Clone the enterprise-catalog repo and cd into that directory
  4. Run make dev.provision to provision a new enterprise catalog environment
  5. Run make dev.init to start the enterprise catalog app and run migrations

Viewing Enterprise Catalog

Once the server is up and running you can view the enterprise catalog at http://localhost:18160/admin.

You can login with the username edx and password edx.

Admin Access

To access the Django admin pages in stage or production, follow the instructions in https://openedx.atlassian.net/wiki/spaces/SRE/pages/691568641/Django+Administration on "Django Admin Pages for Newer Microservices". Please contact the enterprise titans squad if you need someone to grant you admin access.

Makefile Commands

The Makefile includes numerous commands to start the service, but the basic commands are the following:

Start the Docker containers to run the enterprise catalog servers

$ make dev.up

Open the shell to the enterprise catalog container for manual commands

$ make app-shell

Open the logs in the enterprise catalog container

$ make app-logs

Migrating Catalog Data from LMS to the Catalog Service

You may already have enterprise catalog data persisted in your local LMS (edx-platform) database. The edx-enterprise library provides a migrate_enterprise_catalogs management command that will copy those existing catalogs and their metadata into your local catalog service. From your devstack directory, do the following:

  1. make dev.up.lms+redis
  2. make lms-shell
  3. ./manage.py lms migrate_enterprise_catalogs --api_user enterprise_catalog_worker

Running Management Commands Locally

There are several management commands we use to synchronize data from the couse-discovery service into enterprise-catalog, and to update the content of our search index. To run these locally, you'll want to use make app-shell to enter an app container's bash shell, and then execute the command as written below. Each of these management commands will enqueue 1 or more asynchronous celery tasks with a similar name. Therefor, you'll want to open another terminal window and run make worker-logs to view any log output from the celery tasks enqueued by these commands:

  • ./manage.py update_content_metadata This will ask the discovery service's /api/v1/search.. endpoint for all the content, along with some metadata about the content, associated with all of the Enterprise Catalog objects in your service. It will then associate that content to the appropriate catalogs. Lastly, it will ask for additional metadata (again from the discovery service, using /api/v1/courses) for all content records of type course and update the enterprise-catalog content metadata records accordingly.
  • ./manage.py update_full_content_metadata This does only the fetching of additional course metadata as described above.
  • ./manage.py reindex_algolia This will rebuild our Algolia search index; it won't work locally unless you configure your local enterprise-catalog service to point at a real Algolia index (like in a staging environment).

The celery tasks that underly these commands are configured to not run on the same input more than once every 60 minutes - see the Architectural Decisions Record that explain the rationale and implementation of this design. Typically, trying to run one of these tasks a second time in the same hour window will result in a TaskRecentlyRun error and no actual work will be done.

Note You can can add a --force option to each of these commands; doing so will force the underlying celery task to run, regardless of how recently the same task with the same input was run in the past.

Running Management Commands in Stage or Prod environments

The three commands described in the previous section each have corresponding jenkins jobs in tools-edx-jenkins.edx.org under the "Enterprise Catalog Jobs" section. update_content_metadata and reindex_algolia are both run on a daily cron (so that new learning content that matches an existing content filter will be included in appropriate catalogs as the content is published). Since these jobs only execute the underlying management commands, they are subject to the same hour-long "lock". In case you need to run the same job on the same input more frequently, follow these steps:

  • Visit the Django Admin /admin/catalog/catalogupdatecommandconfig/ page for the environment. Note that you'll need superuser access in enterprise-catalog to do this.
  • Create a new Configuration record, setting both enabled and force to true.
  • Save the new record.
  • Rebuild the job from Jenkins.
  • Once the job is complete, go back to the CatalogUpdateCommandConfig Django Admin page and create a new record with force set to false.

See https://openedx.atlassian.net/wiki/spaces/SRE/pages/146440591/Jenkins for more information about the Tools Jenkins service.

Permissions

Requests against endpoints of this service are authorized via two mechanisms:

  1. JWT Roles, which are encoded inside a JWT cookie that is provided by the LMS.
  2. Feature-based Role Assignments, which are persisted in the database via the EnterpriseCatalogRoleAssignment model.

To get a JWT role defined inside your cookie, do the following:

  1. Create a new System-wide role assignment for your user: http://localhost:18000/admin/enterprise/systemwideenterpriseuserroleassignment/
  2. If you want the user to have admin access to all enterprises/catalogs, create the assignment with the enterprise_openedx_operator role.
  3. Otherwise, use the enterprise_catalog_admin role. This will grant admin permissions on any Enterprise the user is a member of.
  4. Add your user to any Enterprises you want them to be an admin of: http://localhost:18000/admin/enterprise/enterprisecustomer/{enterprise_uuid}/manage_learners
  5. Log out and log back in as the user - this will refresh their JWT cookie.

  6. As a demonstration that this worked, use your browser's dev tools, find the edx-jwt-cookie-header-payload cookie and copy its content. Paste the encoded content into https://jwt.io. The decoded payload section should have a roles field defined that looks like:

    "roles": [
    "enterprise_catalog_admin:{some-enterprise-uuid}",
    "enterprise_learner:{another-enterprise-uuid}",
    "enterprise_openedx_operator:*"
]
  7. Soon, you'll make a request to e.g. http://localhost:18160/api/v1/enterprise-catalogs/?format=json. Before you do this, it's important that you can make the request with an additional header: use_jwt_cookie: true This tells our auth middleware to "reconstitute" the JWT cookie header and signature into a single JWT from which auth, roles, etc. can be fetched. You can do this in your browser using a tool like ModHeader, or with something like Postman.

  8. Make the request. For the example endpoint above, you should get a response payload that looks like:

    {
  "count": 2,
  "next": null,
  "previous": null,
  "results": [
    {
      "uuid": "7467c9d2-433c-4f7e-ba2e-c5c7798527b2",
      "title": "All Content",
      "enterprise_customer": "378d5bf0-f67d-4bf7-8b2a-cbbc53d0f772"
    },
    {
      "uuid": "482a8a38-f60d-4250-8f93-402cd5f69d3b",
      "title": "All Course Runs",
      "enterprise_customer": "70699d54-7504-4429-8295-e1c0ec68dbc7"
    }
  ]
}

How to define a role with a feature-based assignment:

  1. Add a new assignment via http://localhost:18160/admin/catalog/enterprisecatalogroleassignment/ using your user's email address and the enterprise_catalog_admin role to grant admin permissions.
  2. Grant permissions to catalogs of specific enterprises using the Enterprise Customer UUID field. Leaving this field null will result in the user having the role applied for ALL enterprises/catalogs.
  3. Go ahead and make the request. The role should take affect immediately after the assignment record is saved -you don't have to worry about logging out, cookies, or request headers.

Advanced Setup Outside Docker

The following is provided for informational purposes only. You can likely ignore this section.

Local/Private Settings

When developing locally, it may be useful to have settings overrides that you do not wish to commit to the repository. If you need such overrides, create a file catalog/settings/private.py. This file's values are read by catalog/settings/local.py, but ignored by Git.

Configure edX OAuth

This service relies on the LMS server as the OAuth 2.0 authentication provider.

Configuring Enterprise catalog service to communicate with other IDAs using OAuth requires registering a new client with the authentication provider (LMS) and updating the Django settings for this project with the generated client credentials.

A new OAuth 2.0 client can be created when using Devstack by visiting http://127.0.0.1:18000/admin/oauth2_provider/application/.
  1. Click the Add Application button.
  2. Leave the user field blank.
  3. Specify the name of this service, Enterprise catalog service, as the client name.
  4. Set the URL to the root path of this service: http://127.0.0.1:8003/.
  5. Set the Redirect URL to the complete endpoint: http://127.0.0.1:18150/complete/edx-oauth2/.
  6. Copy the Client ID and Client Secret values. They will be used later.
  7. Select Confidential as the client type.
  8. Select Authorization code as the authorization grant type.
  9. Click Save.

Now that you have the client credentials, you can update your settings (ideally in catalog/settings/local.py). The table below describes the relevant settings.

Setting Description Value
SOCIAL_AUTH_EDX_OAUTH2_KEY SSO OAuth 2.0 client key (This should be set to the value generated when the client was created.)
SOCIAL_AUTH_EDX_OAUTH2_SECRET SSO OAuth 2.0 client secret (This should be set to the value generated when the client was created.)
SOCIAL_AUTH_EDX_OAUTH2_URL_ROOT OAuth 2.0 authentication URL http://127.0.0.1:18000/oauth2
BACKEND_SERVICE_EDX_OAUTH2_KEY IDA<->IDA OAuth 2.0 client key (This should be set to the value generated when the client was created.)
BACKEND_SERVICE_EDX_OAUTH2_SECRET IDA<->IDA OAuth 2.0 client secret (This should be set to the value generated when the client was created.)

Run migrations

Local installations use SQLite by default. If you choose to use another database backend, make sure you have updated your settings and created the database (if necessary). Migrations can be run with Django's migrate command.

$ python manage.py migrate

Run the server

The server can be run with Django's runserver command. If you opt to run on a different port, make sure you update OAuth2 client via LMS admin.

$ python manage.py runserver 8003