Multi-VM (Ubuntu)

This article provides step-by-step instructions for the fresh deployment of the Edgi Data Service and Edgi Insight Service, along with the required configuration updates to the OvalEdge UI and Job Services, in a multi-VM Ubuntu environment.

Each Edgi service is implemented as a Python application managed using Poetry and integrated with an existing OvalEdge on-premises installation.

Purpose

The purpose of this article is to provide clear, structured guidance for the fresh deployment of the Edgi Data Service and Edgi Insight Service in a multi-VM Ubuntu environment.

It outlines the prerequisites, software dependencies, network and port configurations, installation steps, service setup, and validation procedures required to successfully integrate askEdgi with an existing OvalEdge on-premises installation.

Prerequisites

Before starting the installation, ensure the following:

System Access

• Ubuntu Linux (LTS recommended)

• User account with sudo privileges

Application Requirements

• OvalEdge application is installed and running in a multi-VM setup

• MySQL database is accessible

• Elasticsearch is installed and running

Software Requirements

The following software is required on the Edgi service VMs:

• Python 3.13.x

• Poetry 2.1.3

Do not remove or overwrite the system default Python version. Doing so may break system utilities and the apt package manager.

Network and Port Requirements

Open the following inbound ports to allow communication between OvalEdge and Edgi services.

Port	Service	Purpose
8001	Edgi Data Service	Communication between Edgi Data Service and OvalEdge
8000	Edgi Insight Service	Communication between Edgi Insight Service and OvalEdge
9200	Elasticsearch	Communication between Edgi services and Elasticsearch
3306	MySQL	Communication between Edgi services and MySQL

Firewall Rules

• Open ports 8000 and 8001 inbound on the Edgi VM security group, allowing access from OvalEdge VMs.

• Open port 9200 inbound on the Elasticsearch security group, allowing access from Edgi VMs.

• Open port 3306 inbound on the MySQL security group, allowing access from Edgi VMs.

Installation Steps

Python 3.13

1. Add Required Repositories.

   sudo apt install software-properties-common -y
   sudo add-apt-repository ppa:deadsnakes/ppa -y
   sudo apt update

2. Verify Existing Python Version.

   python3 --version

3. If the version is below 3.13.x, install Python 3.13:

   sudo apt install -y python3.13

   Sample Reference Screenshot:

   
4. Configure Python Alternatives.

   sudo update-alternatives --install /usr/bin/python3 python3 /usr/bin/python3.10 1
   sudo update-alternatives --install /usr/bin/python3 python3 /usr/bin/python3.13 2
   sudo update-alternatives --config python3

   Sample Reference Screenshot:

   
5. Verify Python Version.

   python3 --version

There are two alternatives: python3 (providing /usr/bin/python3).

Selection	Path	Priority	Status
*0	/usr/bin/python3.10	1	auto mode
1	/usr/bin/python3.10	1	manual mode
2	/usr/bin/python3.13	2	manual mode

Poetry Installation (Version 2.1.3)

1. Run the following commands.

   curl -sSL https://install.python-poetry.org | python3 - --version 2.1.3
   echo 'export PATH="$HOME/.local/bin:$PATH"' >> ~/.bashrc
   source ~/.bashrc
   poetry --version

Directory Preparation

1. Create separate directories for the Edgi services (edgi_data and edgi_insight):

   mkdir -p /home/ovaledge/edgi_data
   mkdir -p /home/ovaledge/edgi_insight

   Sample Reference Screenshot:

   

Edgi Data Service Deployment

1. Create Required Directories.

   cd /home/ovaledge/edgi_data
   mkdir logs dbfolder
   touch .env

   Sample Reference screenshot:

   

2. Configure Environment Variables.

   1. Edit the .env file:

      # VM Configuration
      DEPLOYMENT_TYPE=vm
      ENV=production
      # MySQL Configuration
      mysql_url=jdbc:mysql://<MYSQL_HOST>:3306/ovaledgedb?useUnicode=true&character_set_server=utf8mb4&useSSL=false&allowPublicKeyRetrieval=true
      mysql_user=<MYSQL_USERNAME>
      mysql_password=<MYSQL_PASSWORD>
      # Workspace Configuration
      WORKSPACE_PROJECT_ID=0001
      WORKSPACE_USER=unknown
      # Logging
      LOG_PATH=/home/ovaledge/edgi_data/logs
      LOG_MODE=INFO
      # DuckDB
      DB_FOLDER=/home/ovaledge/edgi_data/dbfolder
      # Connection Pooling
      MYSQL_POOL=10
      MYSQL_POOL_NAME=ovaledge_pool
      # Service Port
      APP_PORT=8001
      # Optional
      OVALEDGE_RECIPE_CONNECTION_ID=-1

      Sample Reference screenshot:

      

3. Download and Extract Package.

   1. Download the Edgi Data Service package (provided by DevOps) and extract it:

      tar -xvf edgi-data.tar.gz

      Sample Reference Screenshots:

      

      

      

4. Install Dependencies.

   1. Run the following command from the directory containing pyproject.toml:

      poetry install

      Sample Reference Screenshots:

      

      

5. Validate Service Startup.

   poetry run service

   Sample Reference Screenshot:

   

   Verify that the service starts successfully, then stop it using Ctrl+C.

6. Configure systemd Service

   1. Identify the Poetry binary path:

      which poetry

      Sample Reference Screenshot:

      

   2. Create the service file:

      sudo vim /etc/systemd/system/data.service

      [Unit]
      Description=Edgi Data Service
      After=network.target
      [Service]
      User=ovaledge
      WorkingDirectory=/home/ovaledge/edgi_data
      ExecStartPre=/home/ovaledge/.local/bin/poetry install
      ExecStart=/home/ovaledge/.local/bin/poetry run service
      Restart=always
      StandardOutput=append:/home/ovaledge/edgi_data/logs/edgi-data.log
      StandardError=append:/home/ovaledge/edgi_data/logs/edgi-data.log
      Environment="PATH=/home/ovaledge/.local/bin:/usr/local/bin:/usr/bin"
      [Install]
      WantedBy=multi-user.target

7. Manage the Service.

   sudo systemctl daemon-reload
   sudo systemctl start data.service
   sudo systemctl enable data.service
   sudo systemctl status data.service

   Service Management Commands

   Reload Service	systemctl daemon-reload
   Start Service	systemctl start data.service
   Enable Service	systemctl enable data.service
   Check Status	systemctl status data.service

Edgi Insight Service Deployment

1. Create Required Directories.

   cd /home/ovaledge/edgi_insight
   mkdir logs docu dbfolder storefolder
   touch .env

   Sample Reference Screenshot:

   

2. Configure Environment Variables.

   # VM Configuration
   DEPLOYMENT_TYPE=vm
   ENV=production
   # MySQL
   mysql_url=jdbc:mysql://<MYSQL_HOST>:3306/ovaledgedb?useUnicode=true&character_set_server=utf8mb4&useSSL=false&allowPublicKeyRetrieval=true
   mysql_user=<MYSQL_USERNAME>
   mysql_password=<MYSQL_PASSWORD>
   # Workspace
   WORKSPACE_PROJECT_ID=0001
   WORKSPACE_USER=unknown
   # Logging
   LOG_PATH=/home/ovaledge/edgi_insight/logs
   LOG_MODE=DEBUG
   EDGI_DEBUG_MODE=False
   # Elasticsearch
   es_host=<ELASTICSEARCH_HOST>
   es_port=9200
   es_username=elastic
   es_password=<ELASTIC_PASSWORD>
   es_protocol=http
   # Workspace Discovery
   EDGI_WORKSPACE_DISCOVERY=static
   EDGI_WORKSPACE_HOST=localhost
   EDGI_WORKSPACE_PORT=8001
   # Storage Paths
   DB_FOLDER=/home/ovaledge/edgi_insight/dbfolder
   DOCS_FOLDER=/home/ovaledge/edgi_insight/docu
   STORE_FOLDER=/home/ovaledge/edgi_insight/storefolder

   Sample Reference Screenshot:

   

3. Install and Validate.

   poetry install
   poetry run service

   Stop the service using Ctrl+C after validation.

4. Configure systemd Service.

   sudo vim /etc/systemd/system/insight.service
   [Unit]
   Description=Edgi Insight Service
   After=network.target
   [Service]
   User=ovaledge
   WorkingDirectory=/home/ovaledge/edgi_insight
   ExecStartPre=/home/ovaledge/.local/bin/poetry install
   ExecStart=/home/ovaledge/.local/bin/poetry run service
   Restart=always
   StandardOutput=append:/home/ovaledge/edgi_insight/logs/edgi-insight.log
   StandardError=append:/home/ovaledge/edgi_insight/logs/edgi-insight.log
   Environment="PATH=/home/ovaledge/.local/bin:/usr/local/bin:/usr/bin"
   [Install]
   WantedBy=multi-user.target

5. Manage the Service.

   sudo systemctl daemon-reload
   sudo systemctl start insight.service
   sudo systemctl enable insight.service
   sudo systemctl status insight.service

OvalEdge Configuration Updates

Oasis Configuration

1. Update the following properties in the oasis configuration file:

   oe.edgi.enabled=true
   oe.edgi.credential.type=static
   oe.edgi.workspace.host=<EDGI_DATA_HOST>
   oe.edgi.workspace.port=8001
   oe.edgi.insight.service.host=<EDGI_INSIGHT_HOST>
   oe.edgi.insight.service.port=8000

   Sample Reference Screenshot:

   

Restart Tomcat after saving the changes.

OvalEdge UI Configuration

1. Log in to the OvalEdge application.

2. Validate the MySQL connector (ID: -1) and complete crawl and profiling.

   

   

3. Navigate to System Settings → AI and update the following settings:

   1. askedgi.edition = metadata analytics

   2. Askedgiplus.enable = true

   3. askedgi.ovaledge.recipe.connection.id = -1 (MySQL connector ID)

      

4. Update ai.config with the key provided by the DevOps team.

   
5. Log out and log back in to apply the changes.

Validation

1. Navigate to the AskEdgi feature.

2. Wait for workspace initialization.

   
3. Open the catalog and add a schema.

   

   
4. Verify data access.

   
5. Use the search bar to query metadata and validate results.

   Successful responses confirm that the deployment is complete.

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