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shopdb-flask/docs/INSTALL-WINDOWS-IIS.md
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fix(installer): correct a false security claim, and clear the should-fix list
CLIENT IP / SPOOFABILITY. docs/geenforce-api-cutover.md claimed that removing the
IIS rewrite rule made the allowlist fail closed and that it does NOT become
spoofable. The opposite is true. IIS never sets X-Forwarded-For on its own; the
rule is the only thing that does. Remove it and IIS still forwards whatever
X-Forwarded-For the CALLER sent, waitress trusts it because it arrives from
127.0.0.1, and remote_addr becomes attacker-controlled - so a token-less caller
can fetch manifests from anywhere on the network. The document and the
_trusted_client_ip docstring now say so, waitress runs with
--trusted-proxy-count=1, and stage 5 checks the rule is actually live rather than
assuming it. The wizard question is rephrased to something an operator can verify
with their network team instead of guessing at.

NON-ASCII. The style gate only ever checked .py/.vue/.js/.ts, so documentation
accumulated em-dashes, arrows and box-drawing characters against this repo's own
convention - including in files added this week. Cleaned, and the gate now uses
INCLUDES_ALL so Markdown, JSON and YAML are covered.

PLUGIN DEFAULTS. The wizard pre-ticked measuringtools and printedparts, both of
which ship default_enabled=false, so every site taking the defaults installed and
enabled them against their manifests. Inno has no JSON parser so the list must be
hardcoded, but tests/test_installer_defaults.py now fails when it drifts.

UPGRADES. The payload copy merges, so a plugin dropped from a site's profile kept
its code forever - which defeats a lean build and leaves core's optional-import
guards succeeding for a plugin the site no longer has. Stale plugin directories
are now deregistered and removed before the copy.

add-plugin used 'plugin install', which for the five default_enabled=false
plugins left them installed but DISABLED - and printed a green success line
anyway. It now goes through apply-profile, and the success line is gated on the
exit code. Invoke-Flask records its own exit status, because $LASTEXITCODE keeps
a stale value when flask.exe is missing and no native command runs.

CHARSET. The utf8mb4 compiler hook lived inline in migrations/env.py, so it
covered the CORE chain only: plugin baselines inherited the server default, which
on a latin1 server means two charsets in one database. It is now
shopdb/utils/mysql_charset.py, imported by both, and preflight reports the
database's default charset.

BACKUP HONESTY. The dump was described as 'all of your asset data'. Uploaded
branding and floor-map images live in instance\ on disk, not in the database, so
a restore from the .sql alone comes back with no map. backup now archives
instance\ alongside it and says both are needed.

VERSIONING. AppVersion was hardcoded at 0.9.0 while the product, the frontend and
the newest tag said 0.7.0 - and 0.9.0 collides with a retired contract version.
Both builders now generate version.iss from shopdb/__init__.py.

Smaller: rollback overwrites .env before deleting it, as uninstall already did;
appcmd unlocks are scoped to this site's location rather than server-wide, with
the wide unlock as a fallback; DEVELOPMENT-SETUP says Python 3.14; the README
plugin list gains printedparts; prune-schema --force is documented as
first-provisioning-only; HTTPS is documented as not-the-default with the steps to
add it; the DBA SQL is on the wizard's database page; the features page says
unticking does not remove an installed feature; and the installer README states
that bundle-lock cannot vouch for the exe itself - that needs signing or an
out-of-band hash, neither of which is wired up.
2026-08-03 14:57:38 -04:00

11 KiB

ShopDB - Windows + IIS install runbook

Not the route for a new site. Sister sites install from the Windows installer - one .exe, no manual IIS work: INSTALL-WINDOWS.md.

This document is the manual procedure, kept for reference and for hand-built servers that predate the installer. Note that the installer will not adopt a server built this way without -AdoptExisting, on purpose.

A step-by-step, tested install for a new site on Windows Server / Windows 11 with IIS in front of the Flask app (HttpPlatformHandler -> waitress), backed by MySQL. This runbook was validated end to end on a win11 + IIS + MySQL 5.6 box.

APP_ROOT below = the deploy folder, e.g. C:\shopdb-flask (where wsgi.py lives). Run PowerShell as Administrator.


0. Prerequisites

Need Notes
Python 3.14 (64-bit) python --version
IIS with HttpPlatformHandler https://www.iis.net/downloads/microsoft/httpplatformhandler (direct MSI: download.microsoft.com/download/8/1/3/813AC4E6-9203-4F7A-8DD5-F3D54D10C5CD/httpPlatformHandler_amd64.msi)
MySQL 8.0 (standard for new installs) reachable from the app host. 5.7+ is supported on an existing server; 5.6 needs the flags in step 1. CI and the container image both target 8.0.
URL Rewrite (optional) only for the real-client-IP rule; skip it and the app still runs

The app itself pulls in waitress and tzdata from requirements.txt (step 4).


1. MySQL: flags (5.6 only) + database + user

On MySQL 5.6 only, add to my.ini/my.cnf under [mysqld] and restart MySQL (5.7+/8.0 need none of this):

innodb_file_per_table = 1
innodb_file_format    = Barracuda
innodb_large_prefix   = 1

Without them, flask db upgrade fails with error 1071 ("key too long") - the migrations use ROW_FORMAT=DYNAMIC, which needs the 3072-byte prefix these unlock.

Then create the database (utf8mb4) and an app user:

CREATE DATABASE shopdb_flask CHARACTER SET utf8mb4 COLLATE utf8mb4_unicode_ci;
CREATE USER 'shopdb'@'%' IDENTIFIED BY 'CHANGE_ME';
GRANT ALL PRIVILEGES ON shopdb_flask.* TO 'shopdb'@'%';
FLUSH PRIVILEGES;

2. Deploy the app files

Copy the release (the repo minus venv/, .git/, node_modules/, frontend/src/) to APP_ROOT. It must contain wsgi.py, shopdb/, plugins/, migrations/, requirements.txt, and the pre-built frontend/dist/.


3. Virtual env + dependencies

cd APP_ROOT
python -m venv venv
venv\Scripts\python -m pip install -r requirements.txt

This installs Flask, SQLAlchemy, PyMySQL, waitress (the WSGI server IIS launches) and tzdata (Windows has no IANA tz database; without it the notifications plugin fails with "No time zone found with key America/New_York").


4. Secrets + connection (.env)

Create APP_ROOT\.env (read by wsgi.py via load_dotenv()). Lock its ACLs to the app-pool identity + admins.

FLASK_ENV=production
SECRET_KEY=<64+ random chars>
JWT_SECRET_KEY=<another 64+ random chars>
DATABASE_URL=mysql+pymysql://shopdb:CHANGE_ME@<mysql-host>:3306/shopdb_flask?charset=utf8mb4
CORS_ORIGINS=http://<the site's own hostname-or-ip:port>

Generate a key: venv\Scripts\python -c "import secrets;print(secrets.token_urlsafe(64))". Production refuses to boot if any of SECRET_KEY, JWT_SECRET_KEY, DATABASE_URL, CORS_ORIGINS is missing or a dev default.


5. Preflight (catch problems before installing)

$env:FLASK_APP="shopdb"
venv\Scripts\flask db-utils preflight

Checks Python, required env, DB connectivity, and the MySQL 5.6 index flags, and prints exactly what to fix. Fix any FAIL before continuing.


6. Schema + data + plugins + admin

$env:FLASK_APP="shopdb"

venv\Scripts\flask db upgrade                # creates every table (to head)
venv\Scripts\flask seed reference-data       # statuses, machine/location/rel types
venv\Scripts\flask seed permissions
venv\Scripts\flask seed settings

# enable the plugins this site tracks (registry is empty on a fresh box).
# usb + employees install DISABLED by default - enable them later in the wizard
# if the site wants those (they create extra tables).
foreach ($p in "computers","machines","network","notifications","printers","knowledgebase","slides","warranty") {
  venv\Scripts\flask plugin install $p
}

# first admin (password generated + printed once - store it):
venv\Scripts\flask seed admin --username admin --email admin@yourfacility.example.com

Prefer no CLI? Skip seed admin (and even the seed steps): start the site, and the login page offers to create the first admin on a fresh instance, then the setup wizard can seed reference data. Either path works.


7. IIS site

Two supported deployment methods:

  • Method A - own site (recommended, default): the app gets its own IIS site, port (or hostname), app pool, and venv. Steps 1-5 below.
  • Method B - subpath under an existing site: the app runs as an IIS Application (e.g. /ops) under a site you already have (such as the classic ASP site or Default Web Site), so it shares that site's binding and TLS cert: https://<host>/ops/. Do steps 1-4 below, then follow 7b instead of step 5.
  1. Copy deploy\windows\web.config to APP_ROOT\web.config. If APP_ROOT is not C:\shopdb-flask, fix the paths inside it. Create APP_ROOT\logs.
  2. Create an app pool with No Managed Code:
    Import-Module WebAdministration
    New-WebAppPool -Name shopdbflask
    Set-ItemProperty IIS:\AppPools\shopdbflask -Name managedRuntimeVersion -Value ""
    
  3. Grant the app-pool identity access:
    icacls APP_ROOT /grant "IIS AppPool\shopdbflask:(OI)(CI)RX" /T
    icacls APP_ROOT\logs /grant "IIS AppPool\shopdbflask:(OI)(CI)M" /T
    mkdir APP_ROOT\instance 2>NUL
    icacls APP_ROOT\instance /grant "IIS AppPool\shopdbflask:(OI)(CI)M" /T
    
  4. Unlock the handler sections (locked server-wide by default; without this IIS returns HTTP 500.19):
    %windir%\system32\inetsrv\appcmd unlock config /section:system.webServer/handlers
    %windir%\system32\inetsrv\appcmd unlock config /section:system.webServer/httpPlatform
    
  5. Create the site (own port; the classic ASP site can keep 8080):
    New-Website -Name shopdb-flask -Port 8090 -PhysicalPath APP_ROOT -ApplicationPool shopdbflask
    New-NetFirewallRule -DisplayName "shopdb-flask 8090" -Direction Inbound -Protocol TCP -LocalPort 8090 -Action Allow
    Start-Website shopdb-flask
    

IIS launches waitress-serve --port=%HTTP_PLATFORM_PORT% wsgi:app per the web.config and reverse-proxies the site port to it. First request takes ~15s (the app boots + connects to MySQL).

7b. Method B: subpath under an existing site

The mount path must match in three places: the IIS Application alias, the MOUNT_PATH the backend sees, and the VITE_BASE_PATH the frontend was built with. /ops is the example throughout; any alias works.

  1. Rebuild the frontend for the subpath (on the dev box, then copy dist):
    cd frontend && VITE_BASE_PATH=/ops/ npm run build     # note the trailing slash
    
  2. Create the Application under the existing site (instead of New-Website):
    New-WebApplication -Site "Default Web Site" -Name ops -PhysicalPath APP_ROOT -ApplicationPool shopdbflask
    
  3. Tell the backend its mount path: in APP_ROOT\web.config, uncomment the MOUNT_PATH environment variable (value /ops), or set MOUNT_PATH=/ops in APP_ROOT\.env. wsgi.py then serves everything under the prefix (requests outside it get a plain 404 naming the mount).
  4. Recycle the app pool. The app is at http(s)://<host>/ops/ and the API at /ops/api/....

The handler mappings in the app's web.config apply only inside the Application, so the parent site's own handlers (classic ASP, static files) are untouched. CORS_ORIGINS in .env is origin-only (scheme + host + port, no path), so it is the same for both methods.

The X-Forwarded-For URL Rewrite rule in web.config is commented out by default. It needs the URL Rewrite module; with it active but the module absent, IIS returns 500.19. Install URL Rewrite, then uncomment the <rewrite> block, to record real client IPs in audit logs.

Two companion requirements, or the app keeps seeing 127.0.0.1: allowedServerVariables is locked at server level by default (500.52 when the block activates) - unlock once with appcmd unlock config -section:system.webServer/rewrite/allowedServerVariables. And waitress 2+ strips X-Forwarded-For from untrusted proxies, so the waitress arguments line must carry --trusted-proxy=127.0.0.1 --trusted-proxy-headers=x-forwarded-for (the shipped web.config already does).


8. Smoke test + first run

(Invoke-WebRequest http://localhost:8090/ -UseBasicParsing).StatusCode      # 200 (SPA)
Invoke-WebRequest http://localhost:8090/api/auth/login -Method POST `
  -Body '{"username":"admin","password":"<the printed password>"}' `
  -ContentType application/json -UseBasicParsing                            # 200 + token

Browse to http://<host>:8090, sign in as the admin, and the setup wizard walks through site name, features (per-plugin: create tables here vs connect a DB), floor-map upload, and starter data. Multiple Flask apps can share one IIS box - each gets its own site, app pool, port, and venv.


Troubleshooting

Symptom Cause / fix
flask db upgrade -> error 1071 MySQL 5.6 without the step-1 flags (or server not restarted).
IIS 500.19 handler sections not unlocked (step 7.4), or the <rewrite> block active without URL Rewrite.
IIS 500.52 after enabling the rewrite block allowedServerVariables locked at server level - appcmd unlock config -section:system.webServer/rewrite/allowedServerVariables.
Audit log shows only 127.0.0.1 with the rewrite block active waitress strips untrusted proxy headers - --trusted-proxy=127.0.0.1 --trusted-proxy-headers=x-forwarded-for missing from the waitress arguments.
500 with an empty HttpPlatform log app-pool identity can't read APP_ROOT / run the venv (step 7.3), or .env missing/invalid.
"internal error" toggling plugins, or uploads fail app pool cannot WRITE APP_ROOT\instance (plugin registry, logos, photos, files live there) - step 7.3 grants it Modify.
"No time zone found with key America/New_York" tzdata not installed (pip install tzdata).
Nav missing Machines/PCs/... plugins not installed (step 6 flask plugin install), or site not recycled.
Method B: blank page / assets 404 under /ops frontend dist built without VITE_BASE_PATH=/ops/ (step 7b.1).
Method B: SPA loads but every API call 404s MOUNT_PATH unset or not matching the Application alias (step 7b.3).
ConfigError on boot a required .env var missing or left at a dev default.