VOLTTRON

This repository is for the current production VOLTTRON. We are working on VOLTTRON 10 (modular) which is available under github at https://github.com/eclipse-volttron/. The modular version of VOLTTRON will help ease deployment and support flexible deployment where in only required agents/applications can be installed, thereby simplifying setup and upgrade steps for the end user. The VOLTTRON team are currently working on porting agents from monolithic VOLTTRON to the modular version of VOLTTRON. To know more about modular VOLTTRON, please visit our new documentation site available at https://eclipse-volttron.readthedocs.io/en/latest/. We would love for you to try it out and give us early feedback. Also, until our work on modular VOLTTRON is completed, please continue cloning and using this repository for your production systems.

VOLTTRON™ is an open source platform for distributed sensing and control. The platform provides services for collecting and storing data from buildings and devices and provides an environment for developing applications which interact with that data.

Upgrading Pre-8 to VOLTTRON 9.x

VOLTTRON 9.0.4 requires python 3.10 and was tested on Ubuntu 22.04

VOLTTRON 8 introduces four changes that require an explict upgrade step when upgrading from an earlier VOLTTRON version

1. Dynamic RPC authorization feature - This requires a modification to the auth file. If you have a pre-existing
   instance of VOLTTRON running on an older version, the auth file will need to be updated.
2. Historian agents now store the cache database (backup.sqlite file) in
   <volttron home>/agents/<agent uuid>/<agentname-version>/<agentname-version>.agent-data directory instead of
   <volttron home>/agents/<agent uuid>/<agentname-version> directory. In future all core agents will write data only
   to the <agentname-version>.agent-data subdirectory. This is because vctl install --force backs up and restores
   only the contents of this directory.
3. SQLHistorians (historian version 4.0.0 and above) now use a new database schema where metadata is stored in
   topics table instead of separate metadata table. SQLHistorians with version >= 4.0.0 can work with existing
   database with older schema however the historian agent code should be upgraded to newer version (>=4.0.0) to run
   with VOLTTRON 8 core.
4. VOLTTRON feature to run individual agents as unique Unix users is now named "agent-isolation-mode" and is 
   consistently referred to using this name in code, configuration, and documentation. Before VOLTTRON 8.2 this 
   configuration parameter was called "secure-agent-users" and related documentation referred to this mode as 
   "secure mode".

To upgrade:

1. If upgrading historian, make sure historians are not in auto start mode. To remove any historian from auto start
   mode use the command 'vctl disable <uuid of historian that is currently enabled>. This is necessary so that the old
   sqlhistorian does not automatically start after step 5. 
2. Update volttron source code version to VOLTTRON 8
3. activate the volttron environment, and run ```python bootstrap.py --force```. If you have 
   any additional bootstrap options that you need (rabbitmq, web, drivers, etc.) include these in the above command.
4. Run ```volttron-upgrade``` to update the auth file, move historian cache files into agent-data directory, and 
   rename the config parameter "secure-agent-users" in VOLTTRON_HOME/config to "agent-isolation-mode"
   **Note** that the upgrade script will only move the backup.sqlite file and will not move sqlite historian's db  
   file if they are within the install directory. If using a SQLite historian, please backup the database file of 
   sqlite historian before upgrading to the latest historian version.
5. Start VOLTTRON
6. Run ```vctl install --force --vip-identity <vip id of existing historian> --agent-config <config>``` to upgrade 
   to the  latest historian version. vctl install --force will backup the cache in <agent-version>.agent-data 
   folder, installs the latest version of the historian and restore the contents of 
   <agent-version>.agent-data folder.

Upgrading aggregate historians

VOLTTRON 8 also comes with updated SQL aggregate historian schema. However, there is no automated upgrade path for aggregate historian. To upgrade an existing aggregate historian please refer to the CHANGELOG.md within SQLAggregateHistorian source directory

Features

• Message Bus allows agents to subscribe to data sources and publish results and messages.
• Driver framework for collecting data from and sending control actions to buildings and devices.
• Historian framework for storing data.
• Agent lifecycle managment in the platform
• Web UI for managing deployed instances from a single central instance.

Installation

VOLTTRON is written in Python 3.10 and runs on Linux Operating Systems. For users unfamiliar with those technologies, the following resources are recommended:

• https://docs.python.org/3.10/tutorial/
• http://ryanstutorials.net/linuxtutorial

1. Install prerequisites

Requirements Reference From version 9.0.4, VOLTTRON requires python 3.10. And it was tested on Ubuntu 22.04 From version 7.0, VOLTTRON requires python 3 with a minimum version of 3.6; it is tested only systems supporting that as a native package. On Debian-based systems (Ubuntu bionic, debian buster, raspbian buster), these can all be installed with the following commands:

sudo apt-get update
sudo apt-get install build-essential libffi-dev python3-dev python3-venv openssl libssl-dev libevent-dev git
 ```
(Note: `libffi-dev` seems to only be required on arm-based systems.)

 On Redhat or CENTOS systems, these can all be installed with the following command:
```sh
sudo yum update
sudo yum install make automake gcc gcc-c++ kernel-devel python3.10-devel pythone3.10-venv openssl openssl-devel libevent-devel git
 ```

### 2. Clone VOLTTRON code

From version 6.0, VOLTTRON supports two message buses - ZMQ and RabbitMQ. 

```sh
git clone https://github.com/VOLTTRON/volttron --branch <branch name>

3. Setup virtual environment

Steps for ZMQ

Run the following command to install all required packages

cd <volttron clone directory>
python3 bootstrap.py
source env/bin/activate

Proceed to step 4.

You can deactivate the environment at any time by running deactivate.

Steps for RabbitMQ

1. Install Erlang version 25 packages

Install Erlang pre-requisites

sudo apt-get update
sudo apt-get install -y gnupg apt-transport-https libsctp1 libncurses5

Please note there could be other pre-requisites that erlang requires based on the version of Erlang and OS. If there are other pre-requisites required, install of erlang should fail with appropriate error message.

Purge previous versions of Erlang

sudo apt-get purge -yf erlang-base

Install Erlang

Download and install ErlangOTP from Erlang Solutions. RMQ uses components - ssl, public_key, asn1, and crypto. These are by default included in the OTP RabbitMQ 3.9.29 is compatible with Erlang versions 24.3.4.2 to 25.2. VOLTTRON was tested with Erlang version 25.2-1

Example:

On Ubuntu 22.04:

wget https://binaries2.erlang-solutions.com/ubuntu/pool/contrib/e/esl-erlang/esl-erlang_25.2-1~ubuntu~jammy_amd64.deb
sudo dpkg -i esl-erlang_25.2-1~ubuntu~jammy_amd64.deb

On Ubuntu 20.04:

wget https://binaries2.erlang-solutions.com/ubuntu/pool/contrib/e/esl-erlang/esl-erlang_25.2-1~ubuntu~focal_amd64.deb
sudo dpkg -i esl-erlang_25.2-1~ubuntu~focal_amd64.deb

2. Configure hostname

Make sure that your hostname is correctly configured in /etc/hosts (See this StackOverflow Post). If you are testing with VMs make please make sure to provide unique host names for each of the VM you are using.

The hostname should be resolvable to a valid IP when running on bridged mode. RabbitMQ checks for this during initial boot. Without this (for example, when running on a VM in NAT mode) RabbitMQ start would fail with the error "unable to connect to empd (port 4369) on ." Note: RabbitMQ startup error would show up in syslog (/var/log/messages) file and not in RabbitMQ logs (/var/log/rabbitmq/rabbitmq@hostname.log)

3. Bootstrap

Remove older version of rabbitmq_server directory if you are upgrading from a older version. Defaults to /rabbitmq_server/rabbitmq_server-3.9.7

Run the rabbitmq boostrap command within an activated VOLTTRON environment

cd volttron
source env/bin/activate
python3 bootstrap.py --rabbitmq [optional install directory. defaults to
<user_home>/rabbitmq_server]

This will build the platform and create a virtual Python environment and dependencies for RabbitMQ. It also installs RabbitMQ server as the current user. If an install path is provided, that path should exist and the user should have write permissions. RabbitMQ will be installed under <install dir>/rabbitmq_server-<rmq-version>. The rest of the documentation refers to the directory <install dir>/rabbitmq_server-<rmq-version> as $RABBITMQ_HOME

You can check if the RabbitMQ server is installed by checking its status. Please note, the RABBITMQ_HOME environment variable can be set in ~/.bashrc. If doing so, it needs to be set to the RabbitMQ installation directory (default path is <user_home>/rabbitmq_server/rabbitmq_server-<rmq-version>)

echo 'export RABBITMQ_HOME=$HOME/rabbitmq_server/rabbitmq_server-3.9.29'|sudo tee --append ~/.bashrc
source ~/.bashrc

$RABBITMQ_HOME/sbin/rabbitmqctl status

4. Activate the environment

source env/bin/activate

You can deactivate the environment at any time by running deactivate.

5. Create RabbitMQ setup for VOLTTRON:

vcfg rabbitmq single [--config optional path to rabbitmq_config.yml]

Refer to examples/configurations/rabbitmq/rabbitmq_config.yml for a sample configuration file. At a minimum you will need to provide the hostname and a unique common-name (under certificate-data) in the configuration file. Note: common-name must be unique. The general convention is to use <voltttron instance name>-root-ca.

Running the above command without the optional configuration file parameter will cause the user to be prompted for all the required data in the command prompt. vcfg will use that data to generate a rabbitmq_config.yml file in the VOLTTRON_HOME directory.

If the above configuration file is being used as a basis, be sure to update it with the hostname of the deployment (this should be the fully qualified domain name of the system).

This script creates a new virtual host and creates SSL certificates needed for this VOLTTRON instance. These certificates get created under the subdirectory "certificates" in your VOLTTRON home (typically in ~/.volttron). It then creates the main VIP exchange named "volttron" to route message between the platform and agents and alternate exchange to capture unrouteable messages.

NOTE: We configure the RabbitMQ instance for a single volttron_home and volttron_instance. This script will confirm with the user the volttron_home to be configured. The VOLTTRON instance name will be read from volttron_home/config if available, if not the user will be prompted for VOLTTRON instance name. To run the scripts without any prompts, save the VOLTTRON instance name in volttron_home/config file and pass the VOLTTRON home directory as a command line argument. For example: vcfg --vhome /home/vdev/.new_vhome rabbitmq single

The Following are the example inputs for vcfg rabbitmq single command. Since no config file is passed the script prompts for necessary details.

```sh Your VOLTTRON_HOME currently set to: /home/vdev/new_vhome2

Is this the volttron you are attempting to setup? [Y]: Creating rmq config yml RabbitMQ server home: [/home/vdev/rabbitmq_server/rabbitmq_server-3.9.29]: Fully qualified domain name of the system: [cs_cbox.pnl.gov]:

Enable SSL Authentication: [Y]:

Please enter the following details for root CA certificates Country: [US]: State: Washington Location: Richland Organization: PNNL Organization Unit: Volttron-Team Common Name: [volttron1-root-ca]: Do you want to use default values for RabbitMQ home, ports, and virtual host: [Y]: N Name of the virtual host under which RabbitMQ VOLTTRON will be running: [volttron]: AMQP port for RabbitMQ: [5672]: http port for the RabbitMQ management plugin: [15672]: AMQPS (SSL) port RabbitMQ address: [5671]: https port for the RabbitMQ management plugin: [15671]: INFO:rmq_setup.pyc:Starting rabbitmq server Warning: PI