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INSTALL_CANVAS.md

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Installing UDOIT in Canvas

Once UDOIT has been installed on a public web server the following steps must be completed to add UDOIT to your Canvas LMS.

  • Create an API developer key
  • Create an LTI developer key
  • Update the Institutions table
  • Install the application

Create an API Developer Key

UDOIT requires an API developer key since all course data is gathered through the Canvas API.

Steps to Create an API Key

  1. Navigate to Developer Keys in the root account menu.
  2. Choose to add a Developer Key => API Key
  3. Provide values for the following fields:
  • Key Name: i.e. UDOIT 3 API
  • Owner Email
  • Redirect URIs: <YOUR_UDOIT_BASE_URL>/authorize/check
  • Icon URL: <YOUR_UDOIT_BASE_URL>/build/static/udoit_logo.svg
  • Client Credentials
  • Canvas
  • Enforce Scopes
  • See the section below for a list of scopes to enable.
  • Check Allow Include Parameters
  • Redirect URL (Legacy) : SKIP
  • Vendor Code : SKIP
  • Notes : Optional
  • These are only seen by other LMS admins
  • Test Cluster Only : SKIP
  1. Save
  2. Click ON to enable the newly created key

Scopes

We strongly recommend you enforce scopes with your API key. The following scopes must be enabled for UDOIT to work.

  • accounts
    • url:GET|/api/v1/accounts
    • url:GET|/api/v1/accounts/:id
    • url:GET|/api/v1/accounts/:account_id/sub_accounts
  • announcements_api
    • url:GET|/api/v1/announcements
  • assignments_api
    • url:GET|/api/v1/courses/:course_id/assignments
    • url:GET|/api/v1/courses/:course_id/assignments/:id
    • url:PUT|/api/v1/courses/:course_id/assignments/:id
  • courses
    • url:PUT|/api/v1/courses/:id
    • url:GET|/api/v1/courses/:id
    • url:POST|/api/v1/courses/:course_id/files
  • discussion_topics
    • url:GET|/api/v1/courses/:course_id/discussion_topics
    • url:PUT|/api/v1/courses/:course_id/discussion_topics/:topic_id
  • discussion_topics_api
    • url:GET|/api/v1/courses/:course_id/discussion_topics/:topic_id
  • files
    • url:GET|/api/v1/courses/:course_id/files
    • url:GET|/api/v1/courses/:course_id/files/:id
  • context_module_items_api
    • url:GET|/api/v1/courses/:course_id/modules/:module_id/items
    • url:GET|/api/v1/courses/:course_id/modules/:module_id/items/:id
    • url:PUT|/api/v1/courses/:course_id/modules/:module_id/items/:id
  • context_modules_api
    • url:GET|/api/v1/courses/:course_id/modules
    • url:GET|/api/v1/courses/:course_id/modules/:id
    • url:PUT|/api/v1/courses/:course_id/modules/:id
  • quizzes/quiz_questions
    • url:GET|/api/v1/courses/:course_id/quizzes/:quiz_id/questions
    • url:GET|/api/v1/courses/:course_id/quizzes/:quiz_id/questions/:id
    • url:PUT|/api/v1/courses/:course_id/quizzes/:quiz_id/questions/:id
  • quizzes/quizzes_api
    • url:GET|/api/v1/courses/:course_id/quizzes
    • url:GET|/api/v1/courses/:course_id/quizzes/:id
    • url:PUT|/api/v1/courses/:course_id/quizzes/:id
  • terms_api
    • url:GET|/api/v1/accounts/:account_id/terms
  • users
    • url:GET|/api/v1/users/:id
  • wiki_pages_api
    • url:GET|/api/v1/courses/:course_id/pages
    • url:GET|/api/v1/courses/:course_id/pages/:url_or_id
    • url:PUT|/api/v1/courses/:course_id/pages/:url_or_id

Create an LTI Developer Key

UDOIT uses LTI 1.3 to integrate with the LMS.

Steps to Create an LTI Key

Follow the steps below, replacing <YOUR_UDOIT_BASE_URL> with the BASE_URL value from your .env.local file.

  1. Navigate to Developer Keys in the root account menu.
  2. Choose to add a Developer Key => LTI Key
  3. Provide values for the following fields:
  • Key Name: i.e. UDOIT 3 LTI
  • Owner Email
  • Redirect URIs: <YOUR_UDOIT_BASE_URL>/lti/authorize/check
  • Configure method: Enter URL
  • JSON URL: <YOUR_UDOIT_BASE_URL>/lti/config
  • If your instance of Canvas is self-hosted, modify the URL under JWK Method to point to your Canvas instance.
  • Set Additional Settings
  • Domain: Your UDOIT domain
  • Tool ID: Enter a name
  • Custom Fields 
     lms_id=canvas
 lms_user_id=$Canvas.user.id
 lms_course_id=$Canvas.course.id
 lms_api_domain=$Canvas.api.domain
  1. Click Save.
  2. Click ON to enable the newly created key.

Docker Compose Base URL

If you are setting up UDOIT for local development through docker compose, <YOUR_UDOIT_BASE_URL> in both the API developer key and the LTI developer key above should be set to http://127.0.0.1:8000/udoit3.

Update the Institutions Table

UDOIT is built to support more than one LMS instance. For this purpose, we have an institution table that must be populated with the LMS information.

  1. Inside the UDOIT directory, run cp .ins.env.example .ins.env
  2. open .ins.env with a text editor (i.e. Notepad, VS Code, etc.)
  3. Fill in the fields with the appropriate values
  • TITLE = Your institution's name
  • LMS_DOMAIN = The Canvas domain name of your institution (i.e. myschool.instructure.com)
  • LMS_ID = canvas
  • LMS_ACCOUNT_ID = The Canvas account ID (as a string) where UDOIT will be installed
  • CREATED = Date in this format: 2021-06-08
  • STATUS = 1 if you are using MySQL or MariaDB (or Docker), true if you are using PostgreSQL
  • VANITY_URL = Your LMS vanity URL (i.e. canvas.myschool.edu)
  • METADATA = Optional. Institution-specific settings, such as language or excluded tests. Text representation of a JSON object. (i.e. {"lang":"es"})
  • API_CLIENT_ID = The ID of the developer API key you created earlier
  • API_CLIENT_SECRET = The secret for the API key you created earlier
  1. Run the following command:
make ins-mysql	# For MySQL or MariaDB
make ins-psql	# For PostgreSQL

.ENV Setup

For cloud-hosted canvas instances, the default value for the JWK_BASE_URL environmental variable will work out of the box. If you are not cloud-hosted, you may need to change the value of this variable in .env.local to match your canvas instance.

Install the App

UDOIT now needs to be added to an account in Canvas. Follow these steps to add the LTI tool to an account:

  1. Copy the Client ID from the developer LTI key created earlier.
  2. Navigate to the desired account.
  3. Select Settings from the left menu.
  4. Choose the Apps tab.
  5. Choose the View App Configurations button in the top right corner.
  6. Click + App
  7. In the dialog that appears, choose "Configuration Type: By Client ID".
  8. Paste the Client ID from the developer LTI Key you created earlier.
  9. Click Submit.

You're done! "UDOIT" should now appear in the navigation menu of the course (or every course in the account) in which you installed it. If you installed it on an account, "UDOIT Admin" will also appear in the account navigation menu.