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docs: adds Configuration section
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docs/user-guide/Configuration.md
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docs/user-guide/Configuration.md
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# Configuring `pydase`
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## Do I Need to Configure My `pydase` Service?
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`pydase` services work out of the box without requiring any configuration. However, you
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might want to change some options, such as the web server port or logging level. To
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accommodate such customizations, `pydase` allows configuration through environment
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variables - avoiding hard-coded settings in your service code.
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Why should you avoid hard-coding configurations? Here are two reasons:
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1. **Security**:
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Protect sensitive information, such as usernames and passwords. By using environment
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variables, your service code can remain public while keeping private information
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secure.
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2. **Reusability**:
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Services often need to be reused in different environments. For example, you might
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deploy multiple instances of a service (e.g., for different sensors in a lab). By
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separating configuration from code, you can adapt the service to new requirements
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without modifying its codebase.
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Next, we’ll walk you through the environment variables `pydase` supports and provide an
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example of how to separate service code from configuration.
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## Configuring `pydase` Using Environment Variables
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`pydase` provides the following environment variables for customization:
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- **`ENVIRONMENT`**:
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Defines the operation mode (`"development"` or `"production"`), which influences
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behaviour such as logging (see [Logging in pydase](https://github.com/tiqi-group/pydase?tab=readme-ov-file#logging-in-pydase)).
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- **`SERVICE_CONFIG_DIR`**:
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Specifies the directory for configuration files (e.g., `web_settings.json`). Defaults
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to the `config` folder in the service root. Access this programmatically using:
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```python
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import pydase.config
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pydase.config.ServiceConfig().config_dir
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```
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- **`SERVICE_WEB_PORT`**:
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Defines the web server’s port. Ensure each service on the same host uses a unique
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port. Default: `8001`.
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- **`GENERATE_WEB_SETTINGS`**:
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When `true`, generates or updates the `web_settings.json` file. Existing entries are
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preserved, and new entries are appended.
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### Configuring `pydase` via Keyword Arguments
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Some settings can also be overridden directly in your service code using keyword
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arguments when initializing the server. This allows for flexibility in code-based
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configuration:
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```python
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import pathlib
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from pydase import Server
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from your_service_module import YourService
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server = Server(
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YourService(),
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web_port=8080, # Overrides SERVICE_WEB_PORT
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config_dir=pathlib.Path("custom_config"), # Overrides SERVICE_CONFIG_DIR
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generate_web_settings=True # Overrides GENERATE_WEB_SETTINGS
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).run()
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```
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## Separating Service Code from Configuration
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To decouple configuration from code, `pydase` utilizes `confz` for configuration
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management. Below is an example that demonstrates how to configure a `pydase` service
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for a sensor readout application.
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### Scenario: Configuring a Sensor Service
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Imagine you have multiple sensors distributed across your lab. You need to configure
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each service instance with:
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1. **Hostname**: The hostname or IP address of the sensor.
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2. **Authentication Token**: A token or credentials to authenticate with the sensor.
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3. **Readout Interval**: A periodic interval to read sensor data and log it to a
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database.
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Given the repository structure:
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```bash title="Service Repository Structure"
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my_sensor
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├── pyproject.toml
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├── README.md
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└── src
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└── my_sensor
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├── my_sensor.py
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├── config.py
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├── __init__.py
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└── __main__.py
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```
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Your service might look like this:
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### Configuration
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Define the configuration using `confz`:
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```python title="src/my_sensor/config.py"
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import confz
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from pydase.config import ServiceConfig
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class MySensorConfig(confz.BaseConfig):
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instance_name: str
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hostname: str
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auth_token: str
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readout_interval_s: float
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CONFIG_SOURCES = confz.FileSource(file=ServiceConfig().config_dir / "config.yaml")
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```
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This class defines configurable parameters and loads values from a `config.yaml` file
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located in the service’s configuration directory (which is configurable through an
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environment variable, see [above](#configuring-pydase-using-environment-variables)).
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A sample YAML file might look like this:
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```yaml title="config.yaml"
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instance_name: my-sensor-service-01
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hostname: my-sensor-01.example.com
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auth_token: my-secret-authentication-token
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readout_interval_s: 5
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```
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### Service Implementation
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Your service implementation might look like this:
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```python title="src/my_sensor/my_sensor.py"
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import asyncio
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import http.client
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import json
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import logging
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from typing import Any
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import pydase.components
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import pydase.units as u
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from pydase.task.decorator import task
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from my_sensor.config import MySensorConfig
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logger = logging.getLogger(__name__)
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class MySensor(pydase.DataService):
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def __init__(self) -> None:
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super().__init__()
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self.readout_interval_s: u.Quantity = (
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MySensorConfig().readout_interval_s * u.units.s
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)
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@property
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def hostname(self) -> str:
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"""Hostname of the sensor. Read-only."""
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return MySensorConfig().hostname
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def _get_data(self) -> dict[str, Any]:
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"""Fetches sensor data via an HTTP GET request. It passes the authentication
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token as "Authorization" header."""
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connection = http.client.HTTPConnection(self.hostname, timeout=10)
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connection.request(
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"GET", "/", headers={"Authorization": MySensorConfig().auth_token}
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)
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response = connection.getresponse()
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connection.close()
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return json.loads(response.read())
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@task(autostart=True)
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async def get_and_log_sensor_values(self) -> None:
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"""Periodically fetches and logs sensor data."""
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while True:
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try:
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data = self._get_data()
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# Write data to database using MySensorConfig().instance_name ...
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except Exception as e:
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logger.error(
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"Error occurred, retrying in %s seconds. Error: %s",
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self.readout_interval_s.m,
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e,
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)
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await asyncio.sleep(self.readout_interval_s.m)
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```
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### Starting the Service
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The service is launched via the `__main__.py` entry point:
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```python title="src/my_sensor/__main__.py"
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import pydase
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from my_sensor.my_sensor import MySensor
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pydase.Server(MySensor()).run()
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```
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You can now start the service with:
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```bash
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python -m my_sensor
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```
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This approach ensures the service is fully configured via the `config.yaml` file,
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separating service logic from configuration.
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