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.. _intro:
Concepts
========
What is Open edX?
-----------------
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`Open edX <http://open.edx.org/>`_ is a thriving open source project, backed by a great community, for running an online learning platform at scale. Open edX comes with an LMS (Learning Management System) where students access course contents, a CMS (Content Management System) that course staff uses to design courses, and a few other components to provide more services to students, course staff, and platform administrators.
Should I use Open edX?
----------------------
Open edX competitors include `Moodle <https://moodle.org/>`__, `Instructure's Canvas <https://www.instructure.com/>`__, `Blackboard's Open LMS <https://www.blackboard.com>`__, as well as a slew of hosted, closed source alternatives. Open edX is the only online learning system that satisfies all following properties:
* Open source software to avoid vendor lock-in
* Scales well in all directions (number of users and courses)
* Multiple extension points for comprehensive customization
* Modern, intuitive user interface to keep students engaged
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Open edX is a safe bet: it is backed by edX.org, a US-based non-profit that is committed to open source and which runs Open edX to service its millions of learners. With Open edX you can be sure that the features you need will be available. If it's good enough for Harvard, the MIT, or the French government, then it will probably also work for you.
Should I self-host Open edX or rely on a hosting provider?
----------------------------------------------------------
Third-party Open edX providers can provide you with custom, closed-source features that they developed internally. However, their pricing is usually per-seat: that makes it difficult to predict how much running Open edX will actually cost you if you don't know in advance how many students will connect to your platform. And once you start scaling up and adding many students, running the platform will become very expensive.
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On the other hand, running Open edX on your own servers will help you keep your costs under control. Because you own your servers and data, you will always be able to migrate your platform, either to a different cloud provider or an Open edX service provider. This is the true power of the open source.
Should I use Tutor?
-------------------
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Running software on-premises is cheaper only if your management costs don't go through the roof. You do not want to hire a full-time devops team just for managing your online learning platform. This is why we created Tutor: to make it easy to run a state-of-the-art online learning platform without breaking the bank. Historically, it's always been difficult to install Open edX with native installation scripts. For instance, there are no official instructions for upgrading an existing Open edX platform: the `recommended approach <https://docs.bitnami.com/azure/apps/edx/administration/upgrade/>`__ is to backup all data, trash the server, and create a new one. As a consequence, people tend not to upgrade their platform and keep running on deprecated releases. Tutor makes it possible even for non-technical users to launch, manage and upgrade Open edX at any scale. Should you choose at some point that Tutor is not the right solution for you, you always have an escape route: because Tutor is open source software, you can easily dump your data and switch to a different installation method. But we are confident you will not do that 😉
To learn more about Tutor, watch this 7-minute lightning talk that was made at the 2019 Open edX conference in San Diego, CA (with `slides <https://regisb.github.io/openedx2019/>`_):
.. youtube:: Oqc7c-3qFc4
How does Tutor simplify Open edX deployment?
--------------------------------------------
Tutor simplifies the deployment of Open edX by:
1. Separating the configuration logic from the deployment platforms.
2. Running application processes in cleanly separated `docker containers <https://www.docker.com/resources/what-container>`_.
3. Providing user-friendly, reliable commands for common administration tasks, including upgrades and monitoring.
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4. Using a simple :ref:`plugin system <plugins>` that makes it easy to extend and customise Open edX.
.. image:: https://overhang.io/static/img/openedx-plus-docker-is-tutor.png
:alt: Open edX + Docker = Tutor
:width: 500px
:align: center
Because Docker containers are becoming an industry-wide standard, that means that with Tutor it becomes possible to run Open edX anywhere: for now, Tutor supports deploying on a local server, with `docker-compose <https://docs.docker.com/compose/overview/>`_, and in a large cluster, with `Kubernetes <http://kubernetes.io/>`_. But in the future, Tutor may support other deployment platforms.
Where can I try Open edX and Tutor?
-----------------------------------
A demo Open edX platform is available at https://demo.openedx.overhang.io. This platform was deployed using Tutor and the `Indigo theme <https://github.com/overhangio/indigo>`__. Feel free to play around with the following credentials:
* Admin user: username=admin email=admin@overhang.io password=admin
* Student user: username=student email=student@overhang.io password=student
feat: upgrade to Maple - A shared cookie domain between lms and cms is no longer recommended: https://github.com/edx/edx-platform/blob/master/docs/guides/studio_oauth.rst - refactor: clean mounted data folder in lms/cms. In Lilac, the bind-mounted lms/data and cms/data folders are a mess because new folders are created there for every new course organisation. These folders are empty. As far as we know they are useless... With this change we move these folders to a dedicated "modulestore" subdirectory; which corresponds better to the initial intent of the fs_root setting. - fix: frontend failure during login to the lms. See: https://github.com/openedx/build-test-release-wg/issues/104 - feat: move all forum-related code to a dedicated plugin. Forum is an optional feature, and as such it deserves its own plugin. Starting from Maple, users will be able to install the forum from https://github.com/overhangio/tutor-forum/ - migrate from DCS_* session cookie settings to SESSION_*. That's because edx-platform no longer depends on django-cookies-samesite. Close https://github.com/openedx/build-test-release-wg/issues/110 - get rid of tons of deprecation warnings in the lms/cms - feat: make it possible to point to themed assets. Cherry-picking this change makes it possible to point to themed assets with a theme-agnostic url, notably from MFEs. - Install all official plugins as part of the `tutor[full]` package. - Don't print error messages about loading plugins during autocompletion. - Prompt for image building when upgrading from one release to the next. - Add `tutor local start --skip-build` option to skip building Docker images. Close #450. Close #545.
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The Android mobile application for this demo platform can be downloaded at this url: https://mobile.demo.openedx.overhang.io/app.apk
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Urls:
* LMS: https://demo.openedx.overhang.io
* Studio (CMS): https://studio.demo.openedx.overhang.io
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The platform is reset every day at 9:00 AM, `Paris (France) time <https://time.is/Paris>`__, so feel free to try and break things as much as you want.
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feat: migrate to plugins.v1 with filters & actions This is a very large refactoring which aims at making Tutor both more extendable and more generic. Historically, the Tutor plugin system was designed as an ad-hoc solution to allow developers to modify their own Open edX platforms without having to fork Tutor. The plugin API was simple, but limited, because of its ad-hoc nature. As a consequence, there were many things that plugin developers could not do, such as extending different parts of the CLI or adding custom template filters. Here, we refactor the whole codebase to make use of a generic plugin system. This system was inspired by the Wordpress plugin API and the Open edX "hooks and filters" API. The various components are added to a small core thanks to a set of actions and filters. Actions are callback functions that can be triggered at different points of the application lifecycle. Filters are functions that modify some data. Both actions and filters are collectively named as "hooks". Hooks can optionally be created within a certain context, which makes it easier to keep track of which application created which callback. This new hooks system allows us to provide a Python API that developers can use to extend their applications. The API reference is added to the documentation, along with a new plugin development tutorial. The plugin v0 API remains supported for backward compatibility of existing plugins. Done: - Do not load commands from plugins which are not enabled. - Load enabled plugins once on start. - Implement contexts for actions and filters, which allow us to keep track of the source of every hook. - Migrate patches - Migrate commands - Migrate plugin detection - Migrate templates_root - Migrate config - Migrate template environment globals and filters - Migrate hooks to tasks - Generate hook documentation - Generate patch reference documentation - Add the concept of action priority Close #499.
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.. _how_does_tutor_work:
How does Tutor work?
--------------------
Tutor is a piece of software that takes care of exactly three things:
1. Project configuration: user-specific settings (such as secrets) are stored in a single ``config.yml`` file.
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2. Template rendering: all the files that are necessary to run your platform are generated from a set of templates and user-specific settings.
3. Command-line interface (CLI): frequently-used administration commands are gathered in a convenient, unified CLI.
You can experiment with Tutor very quickly: start by `installing <install>`_ Tutor. Then run::
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$ tutor config save --interactive
Then, to view the result of the above command::
$ cd "$(tutor config printroot)"
$ ls
config.yml env
The ``config.yml`` file contains your user-specific Open edX settings (item #1 above). The ``env/`` folder contains the rendered templates which will be used to run your Open edX platform (item #2). For instance, the ``env/local`` folder contains the ``docker-compose.yml`` file to run Open edX locally.
The values from ``config.yml`` are used to generate the environment files in ``env/``. As a consequence, **every time the values from** ``config.yml`` **are modified, the environment must be regenerated** with ``tutor config save``..
Because the Tutor environment is generated entirely from the values in ``config.yml``, you can ``rm -rf`` the ``env/`` folder at any time and re-create it with ``tutor config save``. Another consequence is that **any manual change made to a file in** ``env/`` **will be overwritten by** ``tutor config save`` **commands**. Consider yourself warned!
You can now take advantage of the Tutor-powered CLI (item #3) to bootstrap your Open edX platform::
tutor local quickstart
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Under the hood, Tutor simply runs ``docker-compose`` and ``docker`` commands to launch your platform. These commands are printed in the standard output, such that you are free to replicate the same behaviour by simply copying/pasting the same commands.
How do I navigate Tutor's command-line interface?
-------------------------------------------------
Tutor commands are structured in an easy-to-follow hierarchy. At the top level, there are command trees for image and configuration management::
tutor config ...
tutor images ...
as well as command trees for each mode in which Tutor can run::
tutor local ... # Commands for managing a local Open edX deployment.
tutor k8s ... # Commands for managing a Kubernetes Open edX deployment.
tutor dev ... # Commands for hacking on Open edX in development mode.
Within each mode, Tutor has subcommands for managing that type of Open edX instance. Many of them are common between modes, such as ``quickstart``, ``start``, ``stop``, ``exec``, and ``logs``. For example::
tutor local logs # View logs of a local deployment.
tutor k8s logs # View logs of a Kubernetes-managed deployment.
tutor dev logs # View logs of a development platform.
Many commands can be further parameterized to specify their target and options, for example::
tutor local logs cms # View logs of the CMS container in a local deployment.
tutor k8s logs mysql # View logs of MySQL in Kubernetes-managed deployment.
tutor dev logs lms --tail 10 # View ten lines of logs of the LMS container in development mode.
And that's it! You do not need to understand Tutor's entire command-line interface to get started. Using the ``--help`` option that's availble on every command, it is easy to learn as you go. For an in-depth guide, you can also explore the `CLI Reference <reference/index.rst>`_.
I'm ready, where do I start?
----------------------------
Right :ref:`here <gettingstarted>`!