Improve formatting on INSTALL.md to highlight technical terms, improve readability, and highlight important points

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Soheb 2024-03-31 12:39:52 +01:00
parent d2c6900d5b
commit bba397945f

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@ -24,23 +24,29 @@ PieFed should work on version 13.x or newer. If you have errors running `flask i
##### Install postgresql 16:
For installation environments that use 'apt' as a package manager:
For installation environments that use `apt` as a package manager:
`sudo apt install ca-certificates pkg-config`
`wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo apt-key add -`
`sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt/ $(lsb_release -cs)-pgdg main" >> /etc/apt/sources.list.d/pgdg.list'`
`sudo apt update`
`sudo apt install libpq-dev postgresql`
```bash
sudo apt install ca-certificates pkg-config
wget --quiet -O - https://www.postgresql.org/media/keys/ACCC4CF8.asc | sudo apt-key add -
sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt/ $(lsb_release -cs)-pgdg main" >> /etc/apt/sources.list.d/pgdg.list'
sudo apt update
sudo apt install libpq-dev postgresql
```
#### Create new DB user
Choose a username and password. To use 'pyfedi' for both:
`sudo -iu postgres psql -c "CREATE USER pyfedi WITH PASSWORD 'pyfedi';"`
```bash
sudo -iu postgres psql -c "CREATE USER pyfedi WITH PASSWORD 'pyfedi';"
```
#### Create new database
Choose a database name, owned by your new user. For a database called and owned by 'pyfedi':
`sudo -iu postgres psql -c "CREATE DATABASE pyfedi WITH OWNER pyfedi;"`
```bash
sudo -iu postgres psql -c "CREATE DATABASE pyfedi WITH OWNER pyfedi;"
```
<div id="install-python-libraries"></div>
@ -49,8 +55,10 @@ Choose a database name, owned by your new user. For a database called and owned
[Pre-requisites for Mac OS](#pre-requisites-for-mac-os)
[Notes for Windows (WSL2)](#notes-for-windows-wsl2)
For installation environments that use 'apt' as a package manager:
`sudo apt install python3-pip python3-venv python3-dev python3-psycopg2`
For installation environments that use `apt` as a package manager:
```bash
sudo apt install python3-pip python3-venv python3-dev python3-psycopg2
```
<div id="install-additional-requirements"></div>
@ -58,83 +66,98 @@ For installation environments that use 'apt' as a package manager:
## Install additional requirements
For installation environments that use 'apt' as a package manager:
`sudo apt install redis-server`
`sudo apt install git`
`sudo apt install tesseract-ocr`
```bash
sudo apt install redis-server
sudo apt install git
sudo apt install tesseract-ocr
```
<div id="setup-pyfedi"></div>
## Setup PyFedi
#### Clone PyFedi
`git clone https://codeberg.org/rimu/pyfedi.git`
* Clone PyFedi
#### cd into pyfedi, set up and enter virtual environment
`cd pyfedi`
`python3 -m venv ./venv`
`source venv/bin/activate`
```basg
git clone https://codeberg.org/rimu/pyfedi.git
```
#### Use pip to install requirements
`pip install wheel`
`pip install -r requirements.txt`
* cd into pyfedi, set up and enter virtual environment
```bash
cd pyfedi
python3 -m venv ./venv
source venv/bin/activate
```
* Use pip to install requirements
```bash
pip install wheel
pip install -r requirements.txt
```
(see [Notes for Windows (WSL2)](#windows-wsl2) if appropriate)
<div id="setup-env-file"></div>
## Setup .env file
Copy env.sample to .env
Edit .env to suit your server.
Using the same username, password, and database name as used when setting up database, set the connection up, something like this:
* Copy `env.sample` to `.env`
* Edit `.env` to suit your server.
* Using the same username, password, and database name as used when setting up database, set the connection up, something like this:
```
DATABASE_URL=postgresql+psycopg2://username:password@localhost/database_name
```
* Also change `SECRET_KEY` to some random sequence of numbers and letters.
* `RECAPTCHA_PUBLIC_KEY` and `RECAPTCHA_PRIVATE_KEY` can be generated at https://www.google.com/recaptcha/admin/create.
### Extra info
Also change SECRET_KEY to some random sequence of numbers and letters.
* `SERVER_NAME` should be the domain of the site/instance. Use `127.0.0.1:5000` during development unless using ngrok.
SERVER_NAME should be the domain of the site/instance. Use 127.0.0.1:5000 during development unless using ngrok.
* `CACHE_TYPE` can be `FileSystemCache` or `RedisCache`. `FileSystemCache` is fine during development (set `CACHE_DIR` to `/tmp/piefed` or `/dev/shm/piefed`)
while `RedisCache` **should** be used in production. If using `RedisCache`, set `CACHE_REDIS_URL` to `redis://localhost:6379/1`
RECAPTCHA_PUBLIC_KEY and RECAPTCHA_PRIVATE_KEY can be generated at https://www.google.com/recaptcha/admin/create.
* `CELERY_BROKER_URL` is similar to `CACHE_REDIS_URL` but with a different number on the end: `redis://localhost:6379/0`
CACHE_TYPE can be 'FileSystemCache' or 'RedisCache'. FileSystemCache is fine during development (set CACHE_DIR to /tmp/piefed or /dev/shm/piefed)
while RedisCache should be used in production. If using RedisCache, set CACHE_REDIS_URL to redis://localhost:6379/1
* `MAIL_*` is for sending email using a SMTP server. Leave `MAIL_SERVER` empty to send email using AWS SES instead.
CELERY_BROKER_URL is similar to CACHE_REDIS_URL but with a different number on the end: 'redis://localhost:6379/0'
* `AWS_REGION` is the name of the AWS region where you chose to set up SES, if using SES. [SES credentials are stored in `~/.aws/credentials`](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html). That file has a format like
MAIL_* is for sending email using a SMTP server. Leave MAIL_SERVER empty to send email using AWS SES instead.
```
[default]
aws_access_key_id = JKJHER*#KJFFF
aws_secret_access_key = /jkhejhkrejhkre
region=ap-southeast-2
```
You can also [use environment variables](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html#environment-variables) if you prefer.
AWS_REGION is the name of the AWS region where you chose to set up SES, if using SES. [SES credentials are stored in ~/.aws/credentials](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html). That file has a format like
```
[default]
aws_access_key_id = JKJHER*#KJFFF
aws_secret_access_key = /jkhejhkrejhkre
region=ap-southeast-2
```
You can also [use environment variables](https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html#environment-variables) if you prefer.
Test email sending by going to https://yourdomain/test_email. It will try to send an email to the current user's email address.
* Test email sending by going to https://yourdomain/test_email. It will try to send an email to the current user's email address.
If it does not work check the log file at logs/pyfedi.log for clues.
<div id="initialise-database-and-setup-admin-account"></div>
## Initialise database, and set up admin account
`export FLASK_APP=pyfedi.py`
`flask db upgrade`
`flask init-db`
```bash
export FLASK_APP=pyfedi.py
flask db upgrade
flask init-db
```
(choose a new username, email address, and password for your PyFedi admin account)
If you see an error message "ModuleNotFoundError: No module named 'flask_babel'" then use `venv/bin/flask` instead of `flask`
If you see an error message `ModuleNotFoundError: No module named 'flask_babel'` then use `venv/bin/flask` instead of `flask`
for all flask commands.
<div id="run-the-app"></div>
## Run the app
`flask run`
```bash
flask run
```
(open web browser at http://127.0.0.1:5000)
(log in with username and password from admin account)
@ -142,17 +165,25 @@ for all flask commands.
## Database Management
In future if you use git pull and notice some new files in migrations/versions/*, you need to do:
In future if you use git pull and notice some new files in `migrations/versions/*`, you need to do:
`source venv/bin/activate` (if not already in virtual environment)
`flask db upgrade`
```bash
source venv/bin/activate #if not already in virtual environment
flask db upgrade
```
#### For Database changes:
create a migration based on recent changes to app/models.py:
`flask db migrate -m "users table"`
create a migration based on recent changes to `app/models.py`:
```bash
flask db migrate -m "users table"
```
run migrations:
`flask db upgrade`
```bash
flask db upgrade
```
<div id="keeping-your-local-instance-up-to=date"></div>
@ -160,8 +191,10 @@ run migrations:
In a development environment, all you need to do is
`git pull`
`flask db upgrade`
```bash
git pull
flask db upgrade
```
In production, celery and flask run as background services so they need to be restarted manually. Run the `./deploy.sh` script
to easily restart services at the same time as pulling down changes from git, etc.
@ -176,176 +209,193 @@ The site will still run without federation. You can create local communities and
My way around this is to use ngrok.com, which is a quick and simple way to create a temporary VPN with a domain and SSL. The free plan comes with ephermeral domain names that change every few days, which will break federation, or one randomly-named static domain that will need re-launching every few days. $10 per month will get you https://yourwhatever.ngrok.app which won't change.
Once you have ngrok working, edit the .env file and change the SERVER_NAME variable to your new domain name.
Once you have ngrok working, edit the `.env` file and change the `SERVER_NAME` variable to your new domain name.
<div id="running-piefed-in-production"></div>
## Running PieFed in production
Copy `celery_worker.default.py` to `celery_worker.py`. Edit `DATABASE_URL` and `SERVER_NAME` to have the same values as in `.env`.
Copy celery_worker.default.py to celery_worker.py. Edit DATABASE_URL and SERVER_NAME to have the same values as in .env.
Edit gunicorn.conf.py and change worker_tmp_dir if needed.
Edit `gunicorn.conf.py` and change `worker_tmp_dir` if needed.
You will want to [tune PostgreSQL](https://pgtune.leopard.in.ua/). [More on this](https://www.enterprisedb.com/postgres-tutorials/how-tune-postgresql-memory).
If you have more than 4 GB of RAM, consider [turning on 'huge pages'](https://www.percona.com/blog/why-linux-hugepages-are-super-important-for-database-servers-a-case-with-postgresql/)
also [see this](https://pganalyze.com/blog/5mins-postgres-tuning-huge-pages).
(PgBouncer)[https://www.pgbouncer.org] can be helpful in a high traffic situation.
[PgBouncer](https://www.pgbouncer.org) can be helpful in a high traffic situation.
<div id="background-services"></div>
### Background services
Gunicorn and Celery need to run as background services:
#### Gunicorn
Create a new file:
sudo nano /etc/systemd/system/pyfedi.service
```bash
sudo nano /etc/systemd/system/pyfedi.service
```
Add the following to the new file, altering paths as appropriate for your install location
[Unit]
Description=Gunicorn instance to serve PieFed application
After=network.target
```
[Unit]
Description=Gunicorn instance to serve PieFed application
After=network.target
[Service]
User=rimu
Group=rimu
WorkingDirectory=/home/rimu/pyfedi/
Environment="PATH=/home/rimu/pyfedi/venv/bin:/usr/local/sbin:/usr/local/bin:/usr/sbin:/usr/bin:/sbin:/bin:/usr/games:/usr/local/games:/snap/bin"
ExecStart=/home/rimu/pyfedi/venv/bin/gunicorn --config gunicorn.conf.py --preload pyfedi:app
ExecReload=/bin/kill -HUP $MAINPID
Restart=always
[Service]
User=rimu
Group=rimu
WorkingDirectory=/home/rimu/pyfedi/
Environment="PATH=/home/rimu/pyfedi/venv/bin:/usr/local/sbin:/usr/local/bin:/usr/sbin:/usr/bin:/sbin:/bin:/usr/games:/usr/local/games:/snap/bin"
ExecStart=/home/rimu/pyfedi/venv/bin/gunicorn --config gunicorn.conf.py --preload pyfedi:app
ExecReload=/bin/kill -HUP $MAINPID
Restart=always
[Install]
WantedBy=multi-user.target
[Install]
WantedBy=multi-user.target
```
#### Celery
Create another file:
sudo nano /etc/systemd/system/celery.service
```bash
sudo nano /etc/systemd/system/celery.service
```
Add the following, altering as appropriate
[Unit]
Description=Celery Service
After=network.target
```
[Unit]
Description=Celery Service
After=network.target
[Service]
Type=forking
User=rimu
Group=rimu
EnvironmentFile=/etc/default/celeryd
WorkingDirectory=/home/rimu/pyfedi
ExecStart=/bin/sh -c '${CELERY_BIN} multi start -A ${CELERY_APP} ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE} \
--logfile=${CELERYD_LOG_FILE} ${CELERYD_OPTS}'
ExecStop=/bin/sh -c '${CELERY_BIN} multi stopwait ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE}'
ExecReload=/bin/sh -c '${CELERY_BIN} multi restart -A ${CELERY_APP} ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE} \
--logfile=${CELERYD_LOG_FILE} ${CELERYD_OPTS}'
[Service]
Type=forking
User=rimu
Group=rimu
EnvironmentFile=/etc/default/celeryd
WorkingDirectory=/home/rimu/pyfedi
ExecStart=/bin/sh -c '${CELERY_BIN} multi start -A ${CELERY_APP} ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE} \
--logfile=${CELERYD_LOG_FILE} ${CELERYD_OPTS}'
ExecStop=/bin/sh -c '${CELERY_BIN} multi stopwait ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE}'
ExecReload=/bin/sh -c '${CELERY_BIN} multi restart -A ${CELERY_APP} ${CELERYD_NODES} --pidfile=${CELERYD_PID_FILE} \
--logfile=${CELERYD_LOG_FILE} ${CELERYD_OPTS}'
[Install]
WantedBy=multi-user.target
[Install]
WantedBy=multi-user.target
```
Create another file:
sudo nano /etc/default/celeryd
```
sudo nano /etc/default/celeryd
```
Contents (change paths to suit):
# The names of the workers. This example creates one workers
CELERYD_NODES="worker1"
```
# The names of the workers. This example creates one workers
CELERYD_NODES="worker1"
# The name of the Celery App, should be the same as the python file
# where the Celery tasks are defined
CELERY_APP="celery_worker.celery"
# The name of the Celery App, should be the same as the python file
# where the Celery tasks are defined
CELERY_APP="celery_worker.celery"
# Log and PID directories
CELERYD_LOG_FILE="/var/log/celery/%n%I.log"
CELERYD_PID_FILE="/dev/shm/celery/%n.pid"
# Log and PID directories
CELERYD_LOG_FILE="/var/log/celery/%n%I.log"
CELERYD_PID_FILE="/dev/shm/celery/%n.pid"
# Log level
CELERYD_LOG_LEVEL=INFO
# Log level
CELERYD_LOG_LEVEL=INFO
# Path to celery binary, that is in your virtual environment
CELERY_BIN=/home/rimu/pyfedi/venv/bin/celery
CELERYD_OPTS="--autoscale=5,1"
# Path to celery binary, that is in your virtual environment
CELERY_BIN=/home/rimu/pyfedi/venv/bin/celery
CELERYD_OPTS="--autoscale=5,1"
```
#### Enable and start background services
sudo systemctl enable pyfedi.service
sudo systemctl enable celery.service
```bash
sudo systemctl enable pyfedi.service
sudo systemctl enable celery.service
sudo systemctl start pyfedi.service
sudo systemctl start celery.service
sudo systemctl start pyfedi.service
sudo systemctl start celery.service
```
Check status of services:
sudo systemctl status pyfedi.service
sudo systemctl status celery.service
```bash
sudo systemctl status pyfedi.service
sudo systemctl status celery.service
```
Inspect log files at:
/var/log/celery/*
/var/log/nginx/*
/your_piefed_installation/logs/pyfedi.log
* `/var/log/celery/*`
* `/var/log/nginx/*`
* `/your_piefed_installation/logs/pyfedi.log`
### Nginx
You need a reverse proxy that sends all traffic to port 5000. Something like:
upstream app_server {
# fail_timeout=0 means we always retry an upstream even if it failed
# to return a good HTTP response
```
upstream app_server {
# fail_timeout=0 means we always retry an upstream even if it failed
# to return a good HTTP response
# for UNIX domain socket setups
# server unix:/tmp/gunicorn.sock fail_timeout=0;
# for UNIX domain socket setups
# server unix:/tmp/gunicorn.sock fail_timeout=0;
# for a TCP configuration
server 127.0.0.1:5000 fail_timeout=0;
keepalive 4;
}
# for a TCP configuration
server 127.0.0.1:5000 fail_timeout=0;
keepalive 4;
}
server {
server_name piefed.social
root /whatever
server {
server_name piefed.social
root /whatever
keepalive_timeout 5;
keepalive_timeout 5;
ssi off;
location / {
# Proxy all requests to Gunicorn
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header Host $http_host;
proxy_redirect off;
proxy_http_version 1.1;
proxy_set_header Connection "";
proxy_pass http://app_server;
ssi off;
location / {
# Proxy all requests to Gunicorn
proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
proxy_set_header X-Forwarded-Proto $scheme;
proxy_set_header Host $http_host;
proxy_redirect off;
proxy_http_version 1.1;
proxy_set_header Connection "";
proxy_pass http://app_server;
ssi off;
}
}
}
```
The above is not a complete configuration - you will want to add more settings for SSL, etc.
**_The above is not a complete configuration_** - you will want to add more settings for SSL, etc.
### Cron tasks
To send email reminders about unread notifications, put this in a new file under /etc/cron.d
To send email reminders about unread notifications, put this in a new file under `/etc/cron.d`
```
1 */6 * * * rimu cd /home/rimu/pyfedi && /home/rimu/pyfedi/email_notifs.sh
```
Change /home/rimu/pyfedi to the location of your installation and change 'rimu' to the user that piefed runs as.
Change `/home/rimu/pyfedi` to the location of your installation and change `rimu` to the user that piefed runs as.
Once a week or so it's good to run remove_orphan_files.sh to save disk space:
Once a week or so it's good to run `remove_orphan_files.sh` to save disk space:
```
5 4 * * 1 rimu cd /home/rimu/pyfedi && /home/rimu/pyfedi/remove_orphan_files.sh
@ -358,31 +408,31 @@ email so it probably doesn't matter which method you choose.
#### AWS SES
PieFed uses Amazon's "boto3" module to connect to SES. Boto3 needs to log into AWS and that can be set up using a file
at ~/.aws/credentials or environment variables. Details at https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html.
PieFed uses Amazon's `boto3` module to connect to SES. Boto3 needs to log into AWS and that can be set up using a file
at `~/.aws/credentials` or environment variables. Details at https://boto3.amazonaws.com/v1/documentation/api/latest/guide/credentials.html.
In your .env you need to set the AWS region you're using for SES. Something like AWS_REGION = 'ap-southeast-2'.
In your `.env` you need to set the AWS region you're using for SES. Something like `AWS_REGION = 'ap-southeast-2'`.
#### CDN
A CDN like Cloudflare is recommended for instances with more than a handful of users. [Recommended caching settings](https://join.piefed.social/2024/02/20/how-much-difference-does-a-cdn-make-to-a-fediverse-instance/).
PieFed has the capability to automatically remove file copies from the Cloudflare cache whenever
those files are deleted from the server. To enable this, set these variables in your .env file:
those files are deleted from the server. To enable this, set these variables in your `.env` file:
- CLOUDFLARE_API_TOKEN - go to https://dash.cloudflare.com/profile/api-tokens and create a "Zone.Cache Purge" token.
- CLOUDFLARE_ZONE_ID - this can be found in the right hand column of your Cloudflare dashboard in the API section.
- `CLOUDFLARE_API_TOKEN` - go to https://dash.cloudflare.com/profile/api-tokens and create a "Zone.Cache Purge" token.
- `CLOUDFLARE_ZONE_ID` - this can be found in the right hand column of your Cloudflare dashboard in the API section.
#### SMTP
To use SMTP you need to set all the MAIL_* environment variables in you .env file. See env.sample for a list of them.
To use SMTP you need to set all the `MAIL_*` environment variables in you `.env` file. See `env.sample` for a list of them.
#### Testing email
You need to set MAIL_FROM in .env to some email address.
You need to set `MAIL_FROM` in `.env` to some email address.
Log into Piefed then go to https://yourdomain/test_email to trigger a test email. It will use SES or SMTP depending on
which environment variables you defined in .env. If MAIL_SERVER is empty it will try SES. Then if AWS_REGION is empty it'll
which environment variables you defined in .env. If `MAIL_SERVER` is empty it will try SES. Then if `AWS_REGION` is empty it'll
silently do nothing.
---
@ -395,12 +445,16 @@ silently do nothing.
#### Install Python Version Manager (pyenv)
see this site: https://opensource.com/article/19/5/python-3-default-mac
`brew install pyenv`
```bash
brew install pyenv
```
#### Install Python3 version and set as default (with pyenv)
`pyenv install 3.8.6`
`pyenv global 3.7.3`
```bash
pyenv install 3.8.6
pyenv global 3.7.3
```
Note..
You may see this error when running `pip install -r requirements.txt` in regards to psycopg2:
@ -426,34 +480,43 @@ Add openssl path to LIBRARY_PATH :
**Important:**
Python 3.10+ or 3.11+ may cause some package or compatibility errors. If you are having issues installing packages from
requirements.txt, try using Python 3.8 or 3.9 instead with pyenv (https://github.com/pyenv/pyenv).
`requirements.txt`, try using Python 3.8 or 3.9 instead with `pyenv` (https://github.com/pyenv/pyenv).
Follow all the setup instructions in the pyenv documentation and setup any version of either Python 3.8 or 3.9.
If you are getting installation errors or missing packages with pyenv, run
`sudo apt update`
`sudo apt install build-essential libssl-dev zlib1g-dev libbz2-dev libreadline-dev libsqlite3-dev curl libncursesw5-dev xz-utils tk-dev libxml2-dev libxmlsec1-dev libffi-dev liblzma-dev llvm`
```bash
sudo apt-update
sudo apt install build-essential libssl-dev zlib1g-dev libbz2-dev libreadline-dev libsqlite3-dev curl libncursesw5-dev xz-utils tk-dev libxml2-dev libxmlsec1-dev libffi-dev liblzma-dev llvm
```
---
#### Install Python 3, pip, and venv
`sudo apt-get update`
`sudo apt-get upgrade`
`sudo apt-get install python3 python3-pip ipython3 libpq-dev python3-psycopg2 python3-dev build-essential redis-server`
`sudo apt-get install python3-venv`
```bash
sudo apt-get update
sudo apt-get upgrade
sudo apt-get install python3 python3-pip ipython3 libpq-dev python3-psycopg2 python3-dev build-essential redis-server
sudo apt-get install python3-venv
```
#### Setup venv first before installing other packages
**Note: **
(Replace <3.9> with your version number if you are using another version of Python,
e.g. 'sudo apt-get install python3.10-venv' for Python 3.10. Repeat for the rest of the instructions below.)
`python3.9 -m venv ./venv`
`source venv/bin/activate`
```bash
python3.9 -m venv ./venv
source venv/bin/activate
```
Make sure that your venv is also running the correct version of pyenv. You may need to re-setup venv if you setup venv before pyenv.
Follow the package installation instructions above to get the packages
`python3.9 -m pip install --upgrade pip setuptools wheel`
`pip install -r requirements.txt`
```bash
python3.9 -m pip install --upgrade pip setuptools wheel
pip install -r requirements.txt
```
<div id="notes-for-pip-package-management"></div>
@ -461,15 +524,23 @@ Follow the package installation instructions above to get the packages
## Notes for Pip Package Management:
make sure you have 'wheel' installed:
`pip install wheel`
make sure you have `wheel` installed:
```bash
pip install wheel
```
install packages from a file:
`pip install -r requirements.txt`
```bash
pip install -r requirements.txt
```
dump currently installed packages to file:
`pip freeze > requirements.txt`
```bash
pip freeze > requirements.txt
```
upgrade a package:
`pip install --upgrade <package_name>`
```bash
pip install --upgrade <package_name>
```