docs/_storage/amazon-s3-deploy.md

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layout: storage
permalink: /:collection/:path.html
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# Configure a hub on Amazon EC2
{:.no_toc}

This teaches you how to run a Gaia hub on Amazon EC2. Amazon EC2 is an affordable and convenient cloud computing provider. This example uses Amazon EC2 together with an EB3 instance for file storage.

* TOC
{:toc}

<div class="uk-card uk-card-default uk-card-body">
<h5>Is this tutorial for you?</h5>

<p>This documentation is appropriate for advanced power users who are familiar with command line tools, <code>ssh</code>, and basic editing configuration files.</p>

<p>If you are planning on running an <em>open-membership hub</em> or an <em>application-specific hub</em>, see <a href="hub-operation.html">the section on Hub Operation</a>.</p>

</div>

## Prerequisites you need

This procedure uses Amazon AWS to choose and configure an Amazon Machine Image
(AMI) running a Gaia service. For this reason, you should have an AWS account
on the <a href="https://aws.amazon.com/free/" target="\_blank">Amazon AWS free
tier</a>, personal account, or corporate account.  These instructions assume you
are using a free tier account.

These instructions assume you have already created a free <a
href="https://www.freenom.com" target="\_blank">domain through the freenom
service</a>. If you have another domain, you can use that instead.

Finally, setting up the SSL certificates on your EC2 instance requires you to use the terminal command line on your workstation. Make sure you have the `watch` command installed using the `which` command.

```
$ which watch
/usr/local/bin/watch
```

If `watch` is not located, install it on your workstation.

## Task 1: Launch an EC2 instance

1. Visit the <a href="https://aws.amazon.com/free/" target="\_blank">AWS Free Tier page</a> and choose **Sign in to the Console**.

   ![](/storage/images/aws-console.png)

2. Make sure your region is set to one close to you.

   ![](/storage/images/us-west-2.png)

3. Under  **Build a solution** choose **Launch a virtual machine**.

   The system opens the EC2 dashboard.

4. Enter `Blockstack Gaia` in the search bar.

   The system finds AMIs in the Marketplace and the Community.

5. Choose **Community AMIs**.

   The system displays the available Gaia hub images.

   ![](/storage/images/gaia-community.png)

6. Select the most recent version of the image.

   Each image name has this format:

   `blockstack-gaia_hub-STORAGETYPE-VERSION-hvm - ami-BUILDTAG`

    So, the `blockstack-gaia_hub-ephemeral-0001.0.1-hvm - ami-0425cf8c91bb2d331` image uses ephemeral storage, is at version `0001.0.1` and has the `0425cf8c91bb2d331` tag.

    You can choose an image that uses ephemeral or EBS storage. The ephemeral
    storage is very small but free. Only choose this if you plan to test or use
    a personal hub. Otherwise, choose the AMI for elastic block storage (EBS).

    After you select an image, the system displays **Step 2: Choose an Instance Type** page.

    ![](/storage/images/tier-2-image.png)

7. Select **t2.micro** and choose **Next: Configure Instance Details**.

   <hr>
   To configure instance details, do the following:

   1. Select a VPC.

       A default VPC is created with a free tier account. You can use this
       default VPC. Or you can choose another VPC. If you choose another VPC,
       ensure the `Subnet` value is set to a subnet reachable by a public IP.

       {% include important.html content="If you're using a private subnet, you
       should attach an elastic IP (EIP) to the VM. This EIP allows you to
       reboot the instance without worrying whether the address will reset. To
       attach an IP, <strong>press allocate new address</strong> and follow the
       instructions to attach the EIP to your new EC2 instance." %}

   2. Set **Protect against accidental termination**.

      If you terminate a Gaia instance, you lose all the data associated with it. Protection adds an extra step to terminating your Gaia instance.

   3. Open the **Advanced Details**.

      At this point, you are going to configure environment variables for your instance.  

   4. Paste the following into the **Advanced Details**.

      ```json
      {
        "ignition": { "version": "2.2.0" },
        "storage": {
          "files": [{
            "filesystem": "root",
            "path": "/etc/environment",
            "mode": 420,
            "contents": {
              "source": "data:application/octet-stream,API_KEY%3D<KEYPHRASE>%0ADOMAIN%3D<DOMAIN_NAME_VALUE>%0ASTAGING%3D<STAGING_VALUE>"
            }
          }]
        }
      }
      ```

   5. Replace the following values in the JSON.

       <table class="uk-table uk-table-small uk-table-divider">
         <tr>
           <th>Value</th>
           <th>Description</th>
         </tr>
         <tr>
           <td><code>&lt;KEYPHRASE&gt;</code></td>
           <td>A phrase to pass when using the hub admin. For example, <code>hubba</code> is a fun key phrase.</td>
         </tr>
         <tr>
           <td><code>&lt;DOMAIN_NAME_VALUE&gt;</code></td>
           <td>Your hub's domain name. For example, <code>maryhub.ml</code> is the domain name in this example.</td>
         </tr>
         <tr>
           <td><code>&lt;STAGING_VALUE&gt;</code></td>
           <td><p>Indicates what type of SSL to create, testing (`1`) or production (`0`). Set testing if you want to test without worrying about rate limiting. A testing cerificate is not secure.</p>

           <p>For this tutorial, use production (`0`).</p>
           </td>
         </tr>
        </table>

     6. Check your **Advanced Details** they should look similar to the following:

          ```
          {
            "ignition": { "version": "2.2.0" },
            "storage": {
              "files": [{
                "filesystem": "root",
                "path": "/etc/environment",
                "mode": 420,
                "contents": {
                  "source": "data:application/octet-stream,API_KEY%3Dhubba%0ADOMAIN%3Dmaryhub.ml%0ASTAGING%3D0"
                }
              }]
            }
          }
          ```     

    At this point, you have configured your instance details.  
    <hr>

8. Choose **Next: Add Storage**.

   ![](/storage/images/add-storage.png)  

   The storage is set according to the AMI you selected.

9. Choose **Next: Add tags**.
10. Add a **Key** of `purpose` with the **Value** `gaia`.

    ![](/storage/images/tag-add.png)    

11. Choose **Next: Configure Security Group**.
12. Create a security group with the following three types:

    <table class="uk-table uk-table-small uk-table-divider">
      <tr>
        <th>Type</th>
        <th>Protocol</th>
        <th>Port Range</th>
        <th>Source</th>
        <th>Description</th>
      </tr>
      <tr>
        <td>SSH</td>
        <td>TCP</td>
        <td>22</td>
        <td>My IP</td>
        <td>optional</td>
      </tr>
      <tr>
        <td>HTTP</td>
        <td>TCP</td>
        <td>80</td>
        <td>Anywhere</td>
        <td>optional</td>
      </tr>
      <tr>
        <td>HTTPS</td>
        <td>TCP</td>
        <td>443</td>
        <td>Anywhere</td>
        <td>optional</td>
      </tr>
    </table>

13. Choose **Review and Launch**.

    The system may warn you that the selection is not free tier eligible. You can ignore this for now.

14. Press **Launch**.

    The system prompts you for a key pair.

15. Select **Create a new keypair** or **Choose an existing key pair**.
16. Select **Launch Instances**.

    The system launches your instance.

    ![](/storage/images/aws-launch-status.png)   

During the launch process the machine starts and runs some initial setup processes. These processes take a few minutes depending on the network, typically launching does not take more than 10 minutes. While this is happening the instance **Status Checks** reflect the **Initializing** status.

![](/storage/images/instance-initialize.png)


## Task 2: Test your Gaia server

Now, you are ready to test your Gaia server and make sure it is up and running.

1. Visit the <a href="https://aws.amazon.com/free/" target="\_blank">AWS Free Tier page</a> and choose **Sign in to the Console**.

   ![](/storage/images/aws-console.png)

2. Choose **All services > EC2**.

   The system displays the **EC2 Dashboard**.

   ![](/storage/images/ec2-dashboard.png)    

3. Select **Running Instances**.

   The system displays your running instances.

4. Locate your recently launched Gaia server.

   Make sure the instance shows as running and **Status Checks** are complete.
   Completed status checks ensures the Gaia processes and service were started.

5. Select the **Description** tab.

   ![](/storage/images/ec2-instance.png)   

6. Locate the **IPv4 Public IP** value.
7. Copy the IP and paste it in your browser.

   You should see a message that your connection is not private.

8. Press **Advanced**.

   ![Hub test](/storage/images/private-connection.png)

9. Choose to proceed.
10. Extend the IP with the `PUBLIC_IP/hub_info` tag like so.

    You should see a response from your Gaia hub!

    ![Hub test](/storage/images/aws-hub.png)

    At this point, you should see a **Not secure** message in the browser.
    That's because you haven't yet enabled SSL certification. While `HTTPS` is
    not required simple to run the hub services, Blockstack will only connect to
    a hub and write to its storage over a valid `HTTPS` connection.


## Task 3: Configure a domain name

At this point, you can point a domain to your Gaia hub. Although it's not required, it is highly recommended. If you use a domain, you can migrate your instance to a different server (or even provider such as Azure or Dropbox) at any time, and still access it through the domain URL. Just point your domain at the IP address for your EC2 instance. Use an `A Record` DNS type.

These instructions assume you have already created a free <a href="https://www.freenom.com" target="\_blank">domain through the freenom service</a>. To point this freenom domain to your Gaia hub, do the following:

1. Log into your freenom account.
2. Choose the **Manage Freenom Domain** tab.
3. Add an **A** record leave the **Name** field blank.

   This points your entire domain to the hub IP.

4. Save your changes.

5. Create a CNAME record.

   For example, you can use the prefix `www` with your domain name. When you are done, your

6. Save your changes.

   At this point, your DNS management should look similar to the following except that with your domain rather than the `maryhub.ga` domain.

   ![DNS fields](/storage/images/aws-dns-fields.png)

7. After your changes propagate, visit your new domain at the `hub_info` page.

   ![Domain test](/storage/images/domain-test.png)

   If you receive another **Your connection is not private** dialogs, take the option to proceed to your domain. The *Not secure* message should no longer appear in the browser bar. If the message does appear, try waiting a few minutes for your recent changes to propagate across the net domain servers. Then, refresh the page.

9. Check the SSL certificate for your hub.

   Each browser has its own check procedure, for example, Chrome:

   ![](/storage/images/cert-check.png)     

At this point, you have the following. An EC2 instance running Gaia and a DNS
record pointing your domain to this instance.


## AWS hub tips and tricks

Once your Gaia storage hub is up and running on AWS, you may occassionally need to troubleshoot. This section contains some useful information for interacting with your EC2 instance.

### SSH into the Host

To SSH to the EC2 host directly:

```bash
ssh -t -i <your keyfile.pem> core@<public ip address>
```

### Displaying the docker services

Your EC2 instance is running several `docker` services that support the Gaia hub. You can list these services using the `docker ps` command.

{% raw %}
```bash
$ docker ps --format "table {{.ID}}\t{{.Command}}\t{{.Names}}"
CONTAINER ID        COMMAND                  NAMES
b371234dc741        "/bin/sh -c 'trap ex…"   docker_certbot_1
597866815f42        "/bin/sh -c 'envsubs…"   docker_nginx_1
1d559bc51699        "npm run start"          docker_admin_1
46d410a1dce5        "npm run start"          docker_reader_1
f83fb8d044f5        "npm run start"          docker_hub_1
```
{% endraw %}

Each service plays a particular role in running your Gaia hub.

<table class="uk-table uk-table-small uk-table-divider">
   <thead>
      <tr>
         <th>Service</th>
         <th>Description</th>
      </tr>
   </thead>
   <tbody>
      <tr>
         <td><code>certbot</code></td>
         <td>Service running Let's Encrypt `certbot` client to support SSL. Certbot renews your certificates and reloads Nginx to pick up the changes.</td>
      </tr>
      <tr>
         <td><code>nginx</code></td>
         <td>Runs an Nginx proxy in front of the <code>reader</code> side-car. This service does things like rate-limiting and SSL termination.  Your
         that nginx service relies on your hub's <code>readURL</code> to make requests. Changes to a hub's <code>readURL</code> must be reflected in the <code>nginx</code> service configuration.</td>
      </tr>
      <tr>
         <td><code>admin</code></td>
         <td>A simple administrative service that allows you to administer the Gaia hub. Use REST calls with this service to get and set hub configuration values.</td>
      </tr>
      <tr>
         <td><code>reader</code></td>
         <td>The Gaia read side-car services get file requests on URLs that start with
         your Gaia hub's <code>readURL</code>.  You can determine your Gaia hub's read URL by either
         looking for the <code>readURL</code> key in your Gaia hub's config file. This value is  or by looking for
         the <code>read_url_prefix</code> field in the data returned by a <code>HUB_URL/hub_info</code> page on your
         Gaia hub.</td>
      </tr>
      <tr>
         <td><code>hub</code></td>
         <td>The Gaia hub service.</td>
      </tr>
   </tbody>
</table>


### Locations of key files

<table>
   <thead>
      <tr>
         <th>File or Directory</th>
         <th>Description</th>
      </tr>
   </thead>
   <tbody>
      <tr>
         <td><code>/etc/systemd/system</code></td>
         <td>Contains services for managing your Gaia hub.</td>
      </tr>
      <tr>
         <td><code>/etc/environment</code></td>
         <td>Contains the <code>DOMAIN</code> and <code>STAGING</code> variables you entered when creating your EC2 instance.
         </td>
      </tr>
      <tr>
         <td><code>reset-ssl-certs.service</code></td>
         <td>Restarts all the Gaia hub services.</td>
      </tr>
      <tr>
         <td><code>/gaia/docker/admin-config</code></td>
         <td>Configuration for the hub admin service.</td>
      </tr>
   </tbody>
</table>

You can `cat` the various services to see what settings they are using.

```
$ cat /etc/systemd/system/reset-ssl-certs.service
[Unit]
Description=Reset Gaia to first boot

[Service]
Type=oneshot
RemainAfterExit=no
EnvironmentFile=/gaia/docker/.env
EnvironmentFile=/etc/environment
ExecStart=/bin/bash -x /gaia/docker/nginx/certbot/reset-certs.sh

[Install]
```

### Restart services and reload certificates

This procedures requires you to interact from a workstation command line with your running EC2 instance.

1. Open a terminal on your local workstation.
2. Confirm the hub DNS is set correctly with the following command:

   ```bash
   watch -n 2 -t -g -x host <domain>
   ```

   Substitute your domain name for the `<domain>` variable. For example:

   ```bash
   watch -n 2 -t -g -x host maryhub.ga
   maryhub.ml has address 34.219.71.143
   ```

   If the command returns the correct IP, the same as appears on your EC2 dashboard, stop the process with a` CTRL-C` on your keyboard.

3. Change the permissions on your downloaded `.pem` file.

   For example, this

   ```
   chmod 400 <location-of-pem>
   ```

4. SSH from your workstation and restart it.

   This process requires that you know the location of the `.pem` file you downloaded when you created the keypair.

   ```
   ssh -t -i <your keyfile.pem> -A core@<public ip address> "sudo systemctl restart reset-ssl-certs.service"
   ```

   For example:

   ```
   $ ssh -t -i /Users/manthony/gaia.pem -A core@34.219.71.143 "sudo systemctl restart reset-ssl-certs.service"
   Connection to 34.219.71.143 closed.
   ```