open-notebook/docs/1-INSTALLATION/docker-compose.md
Luis Novo 3f352cfcce
feat: credential-based API key management (#477) (#540)
* feat: replace provider config with credential-based system (#477)

Introduce a new credential management system replacing the old
ProviderConfig singleton and standalone Models page. Each credential
stores encrypted API keys and provider-specific configuration with
full CRUD support via a unified settings UI.

Backend:
- Add Credential domain model with encrypted API key storage
- Add credentials API router (CRUD, discovery, registration, testing)
- Add encryption utilities for secure key storage
- Add key_provider for DB-first env-var fallback provisioning
- Add connection tester and model discovery services
- Integrate ModelManager with credential-based config
- Add provider name normalization for Esperanto compatibility
- Add database migrations 11-12 for credential schema

Frontend:
- Rewrite settings/api-keys page with credential management UI
- Add model discovery dialog with search and custom model support
- Add compact default model assignments (primary/advanced layout)
- Add inline model testing and credential connection testing
- Add env-var migration banner
- Update navigation to unified settings page
- Remove standalone models page and old settings components

i18n:
- Update all 7 locale files with credential and model management keys

Closes #477

Co-Authored-By: JFMD <git@jfmd.us>
Co-Authored-By: OraCatQAQ <570768706@qq.com>

* fix: address PR #540 review comments

- Fix docs referencing removed Models page
- Fix error-handler returning raw messages instead of i18n keys
- Fix auth.py misleading docstring and missing no-password guard
- Fix connection_tester using wrong env var for openai_compatible
- Add provision_provider_keys before model discovery/sync
- Update CLAUDE.md to reflect credential-based system
- Fix missing closing brace in api-keys page useEffect

* fix: add logging to credential migration and surface errors in UI

- Add comprehensive logging to migrate-from-env and
  migrate-from-provider-config endpoints (start, per-provider
  progress, success/failure with stack traces, final summary)
- Fix frontend migration hooks ignoring errors array from response
- Show error toast when migration fails instead of "nothing to migrate"
- Invalidate status/envStatus queries after migration so banner updates

* docs: update CLAUDE.md files for credential system

Replace stale ProviderConfig and /api-keys/ references across 8 CLAUDE.md
files to reflect the new Credential-based system from PR #540.

* docs: update user documentation for credential-based system

Replace env var API key instructions with Settings UI credential
workflow across all user-facing documentation. The new flow is:
set OPEN_NOTEBOOK_ENCRYPTION_KEY → start services → add credential
in Settings UI → test → discover models → register.

- Rewrite ai-providers.md, api-configuration.md, environment-reference.md
- Update all quick-start guides and installation docs
- Update ollama.md, openai-compatible.md, local-tts/stt networking sections
- Update reverse-proxy.md, development-setup.md, security.md
- Fix broken links to non-existent docs/deployment/ paths
- Add credentials endpoints to api-reference.md
- Move all API key env vars to deprecated/legacy sections

* chore: bump version to 1.7.0-rc1

Release candidate for credential-based provider management system.

* fix: initialize provider before try block in test_credential

Prevents UnboundLocalError when Credential.get() throws (e.g.,
invalid credential_id) before provider is assigned.

* fix: reorder down migration to drop index before table

Removes duplicate REMOVE FIELD statement and reorders so the index
is dropped before the table, preventing rollback failures.

* refactor: simplify encryption key to always derive via SHA-256

Remove the dual code path in _ensure_fernet_key() that detected native
Fernet keys. Since the credential system is new, always deriving via
SHA-256 removes unnecessary complexity. Also removes the generate_key()
function and Fernet.generate_key() references from docs.

* fix: correct mock patch targets in embedding tests and URL validation

Fix embedding tests patching wrong module path for model_manager
(was targeting open_notebook.utils.embedding.model_manager but it's
imported locally from open_notebook.ai.models). Also fix URL validation
to allow unresolvable hostnames since they may be valid in the
deployment environment (e.g., Azure endpoints, internal DNS).

* feat: add global setup banner for encryption and migration status

Show a persistent banner in AppShell when encryption key is missing
(red) or env var API keys can be migrated (amber), so users see
these prompts on every page instead of only on Settings > API Keys.

Includes a docs link for the encryption banner and i18n support
across all 7 locales.

* docs: several improvements to docker-compose e env examples

* Update README.md

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>

* docs: fix env var format in README and update model setup instructions

Align the encryption key snippet in README Step 2 with the list
format used in the compose file. Replace deprecated "Settings →
Models" instructions with credential-based Discover Models flow.

* fix: address credential system review issues

- Fix SSRF bypass via IPv4-mapped IPv6 addresses (::ffff:169.254.x.x)
- Fix TTS connection test missing config parameter
- Add Azure-specific model discovery using api-key auth header
- Add Vertex static model list for credential-based discovery
- Fix PROVIDER_DISCOVERY_FUNCTIONS incorrect azure/vertex mapping
- Extract business logic to api/credentials_service.py (service layer)
- Move credential Pydantic schemas to api/models.py
- Update tests to use new service imports and ValueError assertions

* fix: sanitize error responses and migrate key_provider to Credential

- Replace raw exception messages in all credential router 500 responses
  with generic error strings (internal details logged server-side only)
- Refactor key_provider.py to use Credential.get_by_provider() instead
  of deprecated ProviderConfig.get_instance()
- Remove unused functions (get_provider_configs, get_default_api_key,
  get_provider_config) that were dead code

---------

Co-authored-by: JFMD <git@jfmd.us>
Co-authored-by: OraCatQAQ <570768706@qq.com>
2026-02-10 08:30:22 -03:00

8.1 KiB

Docker Compose Installation (Recommended)

Multi-container setup with separate services. Best for most users.

Alternative Registry: All images are available on both Docker Hub (lfnovo/open_notebook) and GitHub Container Registry (ghcr.io/lfnovo/open-notebook). Use GHCR if Docker Hub is blocked or you prefer GitHub-native workflows.

Prerequisites

  • Docker Desktop installed (Download)
  • 5-10 minutes of your time
  • API key for at least one AI provider (OpenAI recommended for beginners)

Step 1: Get docker-compose.yml (1 min)

Option A: Download from repository

curl -o docker-compose.yml https://raw.githubusercontent.com/lfnovo/open-notebook/main/docker-compose.yml

Option B: Use the official file from the repo

The official docker-compose.yml is in the root of our repository: View on GitHub

Copy that file to your project folder.

Option C: Create manually

Create a file called docker-compose.yml with this content:

services:
  surrealdb:
    image: surrealdb/surrealdb:v2
    command: start --log info --user root --pass root rocksdb:/mydata/mydatabase.db
    user: root  # Required for bind mounts on Linux
    ports:
      - "8000:8000"
    volumes:
      - ./surreal_data:/mydata
    environment:
      - SURREAL_EXPERIMENTAL_GRAPHQL=true
    restart: always
    pull_policy: always

  open_notebook:
    image: lfnovo/open_notebook:v1-latest
    ports:
      - "8502:8502"  # Web UI
      - "5055:5055"  # REST API
    environment:
      # REQUIRED: Change this to your own secret string
      - OPEN_NOTEBOOK_ENCRYPTION_KEY=change-me-to-a-secret-string

      # Database connection (default values - no need to change)
      - SURREAL_URL=ws://surrealdb:8000/rpc
      - SURREAL_USER=root
      - SURREAL_PASSWORD=root
      - SURREAL_NAMESPACE=open_notebook
      - SURREAL_DATABASE=open_notebook
    volumes:
      - ./notebook_data:/app/data
    depends_on:
      - surrealdb
    restart: always
    pull_policy: always

Edit the file:

  • Replace change-me-to-a-secret-string with your own secret (any string works, e.g., my-super-secret-key-123)

Step 2: Start Services (2 min)

Open terminal in the open-notebook folder:

docker compose up -d

Wait 15-20 seconds for all services to start:

✅ surrealdb running on :8000
✅ open_notebook running on :8502 (UI) and :5055 (API)

Check status:

docker compose ps

Step 3: Verify Installation (1 min)

API Health:

curl http://localhost:5055/health
# Should return: {"status": "healthy"}

Frontend Access: Open browser to:

http://localhost:8502

You should see the Open Notebook interface!


Step 4: Configure AI Provider (2 min)

  1. Go to SettingsAPI Keys
  2. Click Add Credential
  3. Select your provider (e.g., OpenAI, Anthropic, Google)
  4. Give it a name, paste your API key
  5. Click Save
  6. Click Test Connection — should show success
  7. Click Discover ModelsRegister Models

Your models are now available!

Need an API key? Get one from your chosen provider:


Step 5: First Notebook (2 min)

  1. Click New Notebook
  2. Name: "My Research"
  3. Description: "Getting started"
  4. Click Create

Done! You now have a fully working Open Notebook instance.


Configuration

Adding Ollama (Free Local Models)

Instead of manually editing, use our ready-made example:

# Download the Ollama example
curl -o docker-compose.yml https://raw.githubusercontent.com/lfnovo/open-notebook/main/examples/docker-compose-ollama.yml

# Or copy from repo
cp examples/docker-compose-ollama.yml docker-compose.yml

See examples/docker-compose-ollama.yml for the complete setup.

Manual setup: Add this to your existing docker-compose.yml:

  ollama:
    image: ollama/ollama:latest
    ports:
      - "11434:11434"
    volumes:
      - ollama_models:/root/.ollama
    restart: always

volumes:
  ollama_models:

Then restart and pull a model:

docker compose restart
docker exec open_notebook-ollama-1 ollama pull mistral

Configure Ollama in the Settings UI:

  1. Go to SettingsAPI Keys
  2. Click Add Credential → Select Ollama
  3. Enter base URL: http://ollama:11434
  4. Click Save, then Test Connection
  5. Click Discover ModelsRegister Models

Environment Variables Reference

Variable Purpose Example
OPEN_NOTEBOOK_ENCRYPTION_KEY Encryption key for credentials my-secret-key
SURREAL_URL Database connection ws://surrealdb:8000/rpc
SURREAL_USER Database user root
SURREAL_PASSWORD Database password root
API_URL API external URL http://localhost:5055

See Environment Reference for complete list.


Common Tasks

Stop Services

docker compose down

View Logs

# All services
docker compose logs -f

# Specific service
docker compose logs -f api

Restart Services

docker compose restart

Update to Latest Version

docker compose down
docker compose pull
docker compose up -d

Remove All Data

docker compose down -v

Troubleshooting

"Cannot connect to API" Error

  1. Check if Docker is running:
docker ps
  1. Check if services are running:
docker compose ps
  1. Check API logs:
docker compose logs api
  1. Wait longer - services can take 20-30 seconds to start on first run

Port Already in Use

If you get "Port 8502 already in use", change the port:

ports:
  - "8503:8502"  # Use 8503 instead
  - "5055:5055"  # Keep API port same

Then access at http://localhost:8503


Credential Issues

  1. Go to SettingsAPI Keys
  2. Click Test Connection on the credential
  3. If it fails, verify key at provider's website
  4. Check you have credits in your account
  5. Delete and re-create the credential if needed

Database Connection Issues

Check SurrealDB is running:

docker compose logs surrealdb

Reset database:

docker compose down -v
docker compose up -d

Database Permission Denied (Linux)

If you see Permission denied or Failed to create RocksDB directory in SurrealDB logs:

docker compose logs surrealdb | grep -i permission

This happens because SurrealDB runs as a non-root user but Docker creates bind mount directories as root. Add user: root to the surrealdb service:

surrealdb:
  image: surrealdb/surrealdb:v2
  user: root  # Fix for Linux bind mount permissions
  # ... rest of config

Then restart:

docker compose down -v
docker compose up -d

Alternative Setups

Looking for different configurations? Check out our examples/ folder:

Each example includes detailed comments and usage instructions.


Next Steps

  1. Add Content: Sources, notebooks, documents
  2. Configure Models: Settings → Models (choose your preferences)
  3. Explore Features: Chat, search, transformations
  4. Read Guide: User Guide

Production Deployment

For production use, see:


Getting Help