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pa11y-dashboard/README.md
Jose Bolos 0654790289 Improve installation instructions
* Clarify the requirements for running Pa11y Dashboard, and specifically the versions of MongoDB supported
* Split the installation process in sections so it's easy to follow
* Instead of trying to cover the MongoDB installation on the Readme, refer to the MongoDB docs, but still including a macOS example for easy reference
* Clarify the use of the config files and how they relate to the NODE_ENV variable
* Use a slightly less informal language in a few places
2021-05-18 14:32:35 +01:00

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# Pa11y Dashboard
Pa11y Dashboard is a web interface to the [Pa11y][pa11y] accessibility reporter; allowing you to focus on *fixing* issues rather than hunting them down.
![Version][shield-version]
[![Node.js version support][shield-node]][info-node]
[![Build status][shield-build]][info-build]
[![GPL-3.0 licensed][shield-license]][info-license]
![dashboard](https://user-images.githubusercontent.com/6110968/61603347-0bce1000-abf2-11e9-87b2-a53f91d315bb.jpg)
![results-page](https://user-images.githubusercontent.com/6110968/62183438-05851580-b30f-11e9-9bc4-b6a4823ae9e8.jpg)
---
## Requirements
Pa11y Dashboard is a [Node.js][node] application and requires a stable or LTS version of Node, currently version 8 or greater.
Pa11y Dashboard uses a [MongoDB][mongo] database to store the results of the tests. The database doesn't have to be in the same server or computer where Pa11y Dashboard is running from.
Pa11y Dashboard uses [puppeteer](https://www.npmjs.com/package/puppeteer) to create a headless instance of the Chromium browser in order to run the tests. On certain environments this may require additional dependencies to be installed. For example, in Debian/Ubuntu systems you may need to install the `libnss3` and `libgconf-2-4` libraries in order to be able to run tests on Pa11y Dashboard. Please refer to the documentation from your provider for details on how to do this.
## Setting up Pa11y Dashboard
In order to run Pa11y Dashboard, we recommend cloning this repository locally:
```sh
git clone https://github.com/pa11y/pa11y-dashboard.git
```
Then installing the dependencies:
```sh
cd pa11y-dashboard
npm install
```
### Installing MongoDB
Instructions for installing and running MongoDB are outside the scope of this document. When in doubt, please refer to the [MongoDB installation instructions](https://docs.mongodb.com/manual/installation/) for details of how to install and run MongoDB on your specific operating system. An example of the installation and configuration process for macOS follows.
Pa11y Dashboard currently uses version `2.2` of the Node.js MongoDB driver, which means that [only MongoDB servers of versions 3.4 or older are supported](https://docs.mongodb.com/drivers/node/compatibility/). Please ensure that your MongoDB server fills the requirements before trying to run Pa11y Dashboard.
#### Example MongoDB installation for macOS
On recent versions of macOS (10.13 or later), you can use [Homebrew](https://brew.sh/) to install MongoDB 3.4 Community Edition. More recent versions of MongoDB are untested and unsupported.
Tap the MongoDB Homebrew Tap:
```sh
brew tap mongodb/brew
```
Install the Community version of MongoDB:
```sh
brew install mongodb-community@3.4
```
Start the MongoDB server:
```sh
brew services start mongodb/brew/mongodb-community
```
Check that the service has started properly:
```sh
$ brew services list
Name Status User Plist
mongodb-community started pa11y /Users/pa11y/Library/LaunchAgents/homebrew.mxcl.mongodb-community.plist
```
### Configuring Pa11y Dashboard
The last step before being able to run Pa11y Dashboard is to define a configuration for it. This can be done in two ways:
#### Option 1: Using environment variables
Each configuration can be set with an environment variable rather than a config file. For example to run the application on port `8080` you can use the following:
```sh
PORT=8080 node index.js
```
The [available configurations](#configurations) are documented in the next section.
#### Option 2: Using config files
You can store the configuration for Pa11y Dashboard on a JSON file. You can use a different configuration file for each environment you're planning to run Pa11y Dashboard on. You can choose a specific environment to run the application from by setting the `NODE_ENV` environment variable:
```sh
NODE_ENV=development node index.js
```
Three example files are provided in this repository, you can copy and customise them to your liking:
```sh
cp config/development.sample.json config/development.json
cp config/production.sample.json config/production.json
cp config/test.sample.json config/test.json
```
The [available configurations](#configurations) are documented in the next section.
If you run into problems, check the [troubleshooting guide][TROUBLESHOOTING.md].
## Configurations
The boot configurations for Pa11y Dashboard are as follows. Look at the sample JSON files in the repo for example usage.
### port
*(number)* The port to run the application on. Set via a config file or the `PORT` environment variable.
### noindex
*(boolean)* If set to `true` (default), the dashboard will not be indexed by search engines. Set to `false` to allow indexing. Set via a config file or the `NOINDEX` environment variable.
### readonly
*(boolean)* If set to `true`, users will not be able to add, delete or run URLs (defaults to `false`). Set via a config file or the `READONLY` environment variable.
### siteMessage
*(string)* A message to display prominently on the site home page. Defaults to `null`.
### webservice
This can either be an object containing [Pa11y Webservice configurations][pa11y-webservice-config], or a string which is the base URL of a [Pa11y Webservice][pa11y-webservice] instance you are running separately. If using environment variables, prefix the webservice vars with `WEBSERVICE_`.
## Contributing
There are many ways to contribute to Pa11y Dashboard, we cover these in the [contributing guide](CONTRIBUTING.md) for this repo.
If you're ready to contribute some code, you'll need to clone the repo and get set up as outlined in the [setup guide](#setup). You'll then need to start the application in test mode with:
```sh
NODE_ENV=test node index.js
```
You'll now be able to run the following commands:
```sh
make verify # Verify all of the code (ESLint)
make test # Run all tests
make test-integration # Run the integration tests
```
To compile the client-side JavaScript and CSS, you'll need the following commands. Compiled code is committed to the repository.
```sh
make less # Compile the site CSS from LESS files
make uglify # Compile and uglify the client-side JavaScript
```
## Useful Resources
* [Setting up An Accessibility Dashboard from Scratch with Pa11y on DigitalOcean](https://una.im/pa11y-dash/)
* [Monitoring Web Accessibility Compliance With Pa11y Dashboard](https://www.lullabot.com/articles/monitoring-web-accessibility-compliance-with-pa11y-dashboard)
## Support and Migration
Pa11y Dashboard major versions are normally supported for 6 months after their last minor release. This means that patch-level changes will be added and bugs will be fixed. The table below outlines the end-of-support dates for major versions, and the last minor release for that version.
We also maintain a [migration guide](MIGRATION.md) to help you migrate.
| :grey_question: | Major Version | Last Minor Release | Node.js Versions | Support End Date |
| :-------------- | :------------ | :----------------- | :--------------- | :--------------- |
| :heart: | 3 | N/A | 8+ | N/A |
| :hourglass: | 2 | 2.4.2 | 4+ | 2020-01-16 |
| :skull: | 1 | 1.12 | 0.106 | 2016-12-05 |
If you're opening issues related to these, please mention the version that the issue relates to.
## License
Pa11y Dashboard is licensed under the [GNU General Public License 3.0][info-license].<br/>
Copyright &copy; 20132020, Team Pa11y and contributors
[gpl]: http://www.gnu.org/licenses/gpl-3.0.html
[mongo]: http://www.mongodb.org/
[node]: http://nodejs.org/
[pa11y]: https://github.com/pa11y/pa11y
[pa11y-webservice-config]: https://github.com/pa11y/webservice#configurations
[travis]: https://travis-ci.org/pa11y/dashboard
[travis-img]: https://travis-ci.org/pa11y/dashboard.png?branch=master
[info-node]: package.json
[info-build]: https://travis-ci.org/pa11y/pa11y-dashboard
[info-license]: LICENSE
[shield-version]: https://img.shields.io/github/package-json/v/pa11y/pa11y-dashboard.svg
[shield-node]: https://img.shields.io/node/v/pa11y/pa11y-dashboard.svg
[shield-build]: https://img.shields.io/travis/pa11y/pa11y-dashboard/master.svg
[shield-license]: https://img.shields.io/badge/license-GPL%203.0-blue.svg