Added installation guide and configurations to docs (#3)

* Added installation guide and configurations to docs

* moved helm charts to Installation group

* Merged configurations together into docker.md

* Rearranged headings

* Added Roadmap

* removed roadmap

* rename docker to docker-compose

* fix docker-compose.yml gh link

---------

Co-authored-by: Micah <micah686@github.com>
Co-authored-by: simon <simobilleter@gmail.com>
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As Cast doesn't support authentication, enabling this functionality will make your static files like artwork and media files accessible by guessing the links. That's read only access, the application itself is still protected.
Enabling this integration will embed an additional third party JS library from **Google**.
**Requirements**:
- HTTPS: To use the cast integration HTTPS needs to be enabled, which can be done using a reverse proxy. This is a requirement by Google as communication to the cast device is required to be encrypted, but the content itself is not.
- Supported Browser: A supported browser is required for this integration such as Google Chrome. Other browsers, especially Chromium-based browsers, may support casting by enabling it in the settings.
- Subtitles: Subtitles are supported however they do not work out of the box and require additional configuration. Due to requirements by Google, to use subtitles you need additional headers which will need to be configured in your reverse proxy. See this [page](https://developers.google.com/cast/docs/web_sender/advanced#cors_requirements) for the specific requirements.
- You need the following headers: `Content-Type`, `Accept-Encoding`, and `Range`. Note that the last two headers, `Accept-Encoding` and `Range`, are additional headers that you may not have needed previously.
- Wildcards "*" can not be used for the `Access-Control-Allow-Origin` header. If the page has protected media content, it must use a domain instead of a wildcard.

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You can configure LDAP with the following environment variables:
- `TA_LDAP` (ex: `true`) Set to anything besides empty string to use LDAP authentication **instead** of local user authentication.
- `TA_LDAP_SERVER_URI` (ex: `ldap://ldap-server:389`) Set to the uri of your LDAP server.
- `TA_LDAP_DISABLE_CERT_CHECK` (ex: `true`) Set to anything besides empty string to disable certificate checking when connecting over LDAPS.
- `TA_LDAP_BIND_DN` (ex: `uid=search-user,ou=users,dc=your-server`) DN of the user that is able to perform searches on your LDAP account.
- `TA_LDAP_BIND_PASSWORD` (ex: `yoursecretpassword`) Password for the search user.
- `TA_LDAP_USER_ATTR_MAP_USERNAME` (default: `uid`) Bind attribute used to map LDAP user's username
- `TA_LDAP_USER_ATTR_MAP_PERSONALNAME` (default: `givenName`) Bind attribute used to match LDAP user's First Name/Personal Name.
- `TA_LDAP_USER_ATTR_MAP_SURNAME` (default: `sn`) Bind attribute used to match LDAP user's Last Name/Surname.
- `TA_LDAP_USER_ATTR_MAP_EMAIL` (default: `mail`) Bind attribute used to match LDAP user's EMail address
- `TA_LDAP_USER_BASE` (ex: `ou=users,dc=your-server`) Search base for user filter.
- `TA_LDAP_USER_FILTER` (ex: `(objectClass=user)`) Filter for valid users. Login usernames are matched using the attribute specified in `TA_LDAP_USER_ATTR_MAP_USERNAME` and should not be specified in this filter.
When LDAP authentication is enabled, django passwords (e.g. the password defined in TA_PASSWORD), will not allow you to login, only the LDAP server is used.

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# Setting up TubeArchivist with Docker
TubeArchivist requires Docker. Please make sure that it is installed and running on your computer before continuing.
Docker is required because Tube Archivist depends on three main components split up into separate docker containers.
For minimal system requirements, the Tube Archivist stack needs around 2GB of available memory for a small testing setup and around 4GB of available memory for a mid to large sized installation. Minimal with dual core with 4 threads, better quad core plus.
!!! note
For **arm64**: Tube Archivist is a multi arch container, same for redis. For Elasitc Search use the official image for arm64 support. Other architectures are not supported.
Save the [docker-compose.yml](https://github.com/tubearchivist/tubearchivist/blob/master/docker-compose.yml) file from this reposity somewhere permanent on your system, keeping it named `docker-compose.yml`. You'll need to refer to it whenever starting this application.
## Overview
The main Python application that displays and serves your video collection, built with Django.
- Serves the interface on port `8000`
- Needs a volume for the video archive at `/youtube`
- And another volume to save application data at `/cache`.
- The environment variables `ES_URL` and `REDIS_HOST` are needed to tell Tube Archivist where Elasticsearch and Redis respectively are located.
- The environment variables `HOST_UID` and `HOST_GID` allows Tube Archivist to `chown` the video files to the main host system user instead of the container user. Those two variables are optional, not setting them will disable that functionality. That might be needed if the underlying filesystem doesn't support `chown` like *NFS*.
- Set the environment variable `TA_HOST` to match with the system running Tube Archivist. This can be a domain like *example.com*, a subdomain like *ta.example.com* or an IP address like *192.168.1.20*, add without the protocol and without the port. You can add multiple hostnames separated with a space. Any wrong configurations here will result in a `Bad Request (400)` response.
- Change the environment variables `TA_USERNAME` and `TA_PASSWORD` to create the initial credentials.
- `ELASTIC_PASSWORD` is for the password for Elasticsearch. The environment variable `ELASTIC_USER` is optional, should you want to change the username from the default *elastic*.
- For the scheduler to know what time it is, set your timezone with the `TZ` environment variable, defaults to *UTC*.
- Serves the interface on port `8000`
- Needs a volume for the video archive at `/youtube`
- Set the environment variable `ENABLE_CAST=True` to send videos to your cast device, [read more](#enable-cast).
## Configuring TubeArchivist
Edit the following values from that file:
Under `tubearchivist`->`environment`:
- `HOST_UID`: your UID, if you want TubeArchivist to create files with your UID. Remove if you are OK with files being owned by the the container user.
- `HOST_GID`: as above but GID.
- `TA_HOST`: change it to the address of the machine you're running this on. This can be an IP address or a domain name.
- `TA_PASSWORD`: pick a password to use when logging in.
- `ELASTIC_PASSWORD`: pick a password for the elastic service. You won't need to type this yourself.
- `TZ`: your time zone. If you don't know yours, you can look it up [here](https://www.timezoneconverter.com/cgi-bin/findzone/findzone).
Under `archivist-es`->`environment`:
- `"ELASTIC_PASSWORD=verysecret"`: change `verysecret` to match the `ELASTIC_PASSWORD` you picked above.
By default Docker will store all data, including downloaded data, in its own data-root directory (which you can find by running `docker info` and looking for the "Docker Root Dir"). If you want to use other locations, you can replace the `media:`, `cache:`, `redis:`, and `es:` volume names with absolute paths; if you do, remove them from the `volumes:` list at the bottom of the file.
From a terminal, `cd` into the directory you saved the `docker-compose.yml` file in and run `docker compose up --detach`. The first time you do this it will download the appropriate images, which can take a minute.
You can follow the logs with `docker compose logs -f`. Once it's ready it will print something like `celery@1234567890ab ready`. At this point you should be able to go to `http://your-host:8000` and log in with the `TA_USER`/`TA_PASSWORD` credentials.
You can bring the application down by running `docker compose down` in the same directory.
Use the *latest* (the default) or a named semantic version tag for the docker images. The *unstable* tag is for intermediate testing and as the name implies, is **unstable** and not be used on your main installation but in a [testing environment](https://github.com/tubearchivist/tubearchivist/blob/master/CONTRIBUTING.md).
### Port Collisions
If you have a collision on port `8000`, best solution is to use dockers *HOST_PORT* and *CONTAINER_PORT* distinction: To for example change the interface to port 9000 use `9000:8000` in your docker-compose file.
Should that not be an option, the Tube Archivist container takes these two additional environment variables:
- **TA_PORT**: To actually change the port where nginx listens, make sure to also change the ports value in your docker-compose file.
- **TA_UWSGI_PORT**: To change the default uwsgi port 8080 used for container internal networking between uwsgi serving the django application and nginx.
Changing any of these two environment variables will change the files *nginx.conf* and *uwsgi.ini* at startup using `sed` in your container.
## ElasticSearch
!!! note
Tube Archivist depends on Elasticsearch 8.
Use `bbilly1/tubearchivist-es` to automatically get the recommended version, or use the official image with the version tag in the docker-compose file.
Use official Elastic Search for **arm64**.
Stores video meta data and makes everything searchable. Also keeps track of the download queue.
- Needs to be accessible over the default port `9200`
- Needs a volume at `/usr/share/elasticsearch/data` to store data
Follow the [documentation](https://www.elastic.co/guide/en/elasticsearch/reference/current/docker.html) for additional installation details.
### Elasticsearch on a custom port
Should you need to change the port for Elasticsearch to for example `9500`, follow these steps:
- Set the environment variable `http.port=9500` to the ES container
- Change the `expose` value for the ES container to match your port number
- For the Tube Archivist container, change the `ES_URL` environment variable, e.g. `ES_URL=http://archivist-es:9500`
## Redis
Functions as a cache and temporary link between the application and the file system. Used to store and display messages and configuration variables.
- Needs to be accessible over the default port `6379`
- Needs a volume at `/data` to make your configuration changes permanent.
### Redis on a custom port
For some architectures it might be required to run Redis JSON on a nonstandard port. To for example change the Redis port to `6380`, set the following values:
- Set the environment variable `REDIS_PORT=6380` to the *tubearchivist* service.
- For the *archivist-redis* service, change the ports to `6380:6380`
- Additionally set the following value to the *archivist-redis* service: `command: --port 6380 --loadmodule /usr/lib/redis/modules/rejson.so`
## Updating TubeArchivist
You will see the current version number of **Tube Archivist** in the footer of the interface. There is a daily version check task querying tubearchivist.com, notifying you of any new releases in the footer. To take advantage of the latest fixes and improvements, make sure you are running the *latest and greatest*.
Should that not be an option, the Tube Archivist container takes these two additional environment variables:
- This project is tested for updates between one or two releases maximum. Further updates back may or may not be supported and you might have to reset your index and configurations to update. Ideally apply new updates at least once per month.
- There can be breaking changes between updates, particularly as the application grows, new environment variables or settings might be required for you to set in the your docker-compose file. *Always* check the **release notes**: Any breaking changes will be marked there.
- All testing and development is done with the Elasticsearch version number as mentioned in the provided *docker-compose.yml* file. This will be updated when a new release of Elasticsearch is available. Running an older version of Elasticsearch is most likely not going to result in any issues, but it's still recommended to run the same version as mentioned. Use `bbilly1/tubearchivist-es` to automatically get the recommended version.
## Common Errors
Here is a list of common errors and their solutions.
### `vm.max_map_count`
**Elastic Search** in Docker requires the kernel setting of the host machine `vm.max_map_count` to be set to at least 262144.
To temporary set the value run:
```
sudo sysctl -w vm.max_map_count=262144
```
To apply the change permanently depends on your host operating system:
- For example on Ubuntu Server add `vm.max_map_count = 262144` to the file `/etc/sysctl.conf`.
- On Arch based systems create a file `/etc/sysctl.d/max_map_count.conf` with the content `vm.max_map_count = 262144`.
- On any other platform look up in the documentation on how to pass kernel parameters.
### Permissions for elasticsearch
If you see a message similar to `Unable to access 'path.repo' (/usr/share/elasticsearch/data/snapshot)` or `failed to obtain node locks, tried [/usr/share/elasticsearch/data]` and `maybe these locations are not writable` when initially starting elasticsearch, that probably means the container is not allowed to write files to the volume.
To fix that issue, shutdown the container and on your host machine run:
```
chown 1000:0 -R /path/to/mount/point
```
This will match the permissions with the **UID** and **GID** of elasticsearch process within the container and should fix the issue.
### Disk usage
The Elasticsearch index will turn to ***read only*** if the disk usage of the container goes above 95% until the usage drops below 90% again, you will see error messages like `disk usage exceeded flood-stage watermark`.
Similar to that, TubeArchivist will become all sorts of messed up when running out of disk space. There are some error messages in the logs when that happens, but it's best to make sure to have enough disk space before starting to download.

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!!! note
These are beginner's guides/installation instructions for additional platforms generously provided by users of these platforms. When in doubt, verify the details with the [project README](https://github.com/tubearchivist/tubearchivist#installing-and-updating). If you see any issues here while using these instructions, please contribute.
There is a Helm Chart available at [https://github.com/insuusvenerati/helm-charts](https://github.com/insuusvenerati/helm-charts). Mostly self-explanatory but feel free to ask questions in the discord / subreddit.

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- 'Users': 'users.md'
- 'Settings': 'settings.md'
- Installation:
- 'Docker-Compose (default)': 'installation/docker-compose.md'
- 'Unraid': 'installation/unraid.md'
- 'Synology': 'installation/synology.md'
- 'Podman': 'installation/podman.md'
- 'Truenas Scale': 'installation/truenas-scale.md'
- 'Helm Charts': 'installation/helm-charts.md'
- Configuration:
- 'LDAP Authentication': 'configuration/ldap.md'
- 'Cast Support': 'configuration/cast.md'
- Links:
- 'Main site': https://www.tubearchivist.com
- 'Join us on Discord!': https://www.tubearchivist.com/discord