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3. Set your database credentials as environment variables. `config/database.yml` will read these values out of the environment. If your database server is on a different host, set the host/port as well:
4. Run `rake db:setup`. This Instructs Rails to connect to your database and create the required users and databases. If your database requires you to authenticate before creating users/databases, you will be prompted for credentials.
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5. If `rake db:setup` is successful, it will also run a `rake db:migrate` to create database tables. If not successful, you can create the databases and users manually, then run `rake db:migrate` manually.
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6. Start the server with `rails server`.
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7. Visit [http://localhost:3000](http://localhost:3000) to access the application. You will be shown the about page. If you click _Upload_, you will be redirected to the sign-in screen. From here, you can create an account or sign in with OpenID.
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8. Start a [delayed_job](https://github.com/collectiveidea/delayed_job) worker. Delayed job is used to execute dataset imports as a background process. It includes a rake task to start a worker. You can run `rake jobs:work` in an additional terminal process, or run a worker as a daemon with `script/delayed_job start`.
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6. If you wish to enable Google Sign-in (recommended), you will need to
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- Register an application for [Google OAuth 2.0](https://developers.google.com/identity/protocols/OAuth2)
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- Enable the Google+ API
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- Set the Client ID and Client Secret credentials in your environment:
8. Visit [http://localhost:3000](http://localhost:3000) to access the application. You will be shown the about page. If you click _Upload_, you will be redirected to the sign-in screen. From here, you can sign in with OpenID or a Google Account
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9. Start a [delayed_job](https://github.com/collectiveidea/delayed_job) worker. Delayed job is used to execute dataset imports as a background process. It includes a rake task to start a worker. You can run `rake jobs:work` in an additional terminal process, or run a worker as a daemon with `script/delayed_job start`.
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## Usage
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### Getting Started - Projects and Users
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Data in TraitDB is publicly searchable and organized into projects. Initially there are no projects, and only administrators can create projects. Authentication is handled by OpenID, so in order to get started, you must:
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1. Sign in with an OpenID by clicking __Sign In__ in the top menu bar. After signing in, there will be an entry in the users table with your email address.
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1. After signing in, there will be an entry in the users table with your email address.
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2. Upgrade this user to an Administrator with the following rake command:
title={Tree of Sex: A database of sexual systems},
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author={Ashman, Tia-Lynn and Bachtrog, Doris and Blackmon, Heath and Goldberg, Emma E and Hahn, Matthew W and Kirkpatrick, Mark and Kitano, Jun and Mank, Judith E and Mayrose, Itay and Ming, Ray and others},
title: 'TraitDB: Web application database of phenotypic trait data.'
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tags:
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- trait
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- rails
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- csv
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authors:
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- name: Dan Leehr
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orcid: 0000-0003-3221-9579
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affiliation: "1"
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- name: Mercedes Gosby
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affiliation: "1"
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affiliations:
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- name: National Evolutionary Synthesis Center
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index: 1
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date: 20 July 2018
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bibliography: paper.bib
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---
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# Summary
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TraitDB is a web application built to facilitate storage, searching, subsetting, and sharing trait data.
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TraitDB has been used by multiple [NESCent](http://nescent.org/) working groups to assemble datasets from different researchers into a single uniform dataset. Guided by a flexible YAML template system, TraitDB's import process provides validation feedback on CSV files and individual data cells to promote consistency and completeness.
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TraitDB presents several options for browsing, subsetting, and downloading data via its web interface. It can summarize trait data over different taxonomic levels, and has been used to gather and prodice datasets hosted by the [Tree of Sex](treeofsex.org).
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# Acknowledgements
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TraitDB is a project of [National Evolutionary Synthesis Center](http://nescent.org/)
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