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discourse/docs/ADMIN-QUICK-START-GUIDE.md

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HTTPSify links (#7046)
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Congratulations, you are now the proud owner of your very own [Civilized Discourse Construction Kit](https://www.discourse.org). :hatching_chick:
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![](https://www.discourse.org/images/welcome/welcome-to-discourse-hosting-690x314.jpg)
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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# 1. Initial setup
Discourse is a powerful, versatile platform with many options. To help you make sure you're covering all the bases as you get started with your new community, we provided some checklists and guidance below. If you haven't already, [complete the Setup Wizard](/wizard) which covers the essentials.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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You now also need to [test your email](#h-4-maintaining-your-discourse-server-14) to make sure it is configured correctly, otherwise new signups and notifications will not work.
FEATURE: Move bootstrap mode indicator to header (#20663) The information about bootstrap mode has been moved from the notice to the README topic for admins.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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For more assistance on configuring and running your Discourse forum, see [meta.discourse.org](https://meta.discourse.org/).
### Recommended before inviting most of your members
It is essential that you provide a meaningful name and description for your site, so your members immediately know what your community is about. Also edit the welcome topic. In a few sentences, let everyone know who this community is for, what they can expect to find here, and what you'd like them to do as soon as they arrive.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[] Add your site name and description
[] Edit your welcome topic
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### Legal
DEV: Fix links in admin getting started guide (#26347) I fixed some links in the admin getting started guide, and changed the way internal links to categories are handled so they will work in other language locales besides US english.
2024-03-26 08:30:51 +08:00
You are responsible for providing your organization's details and legal notices. Discourse will place boilerplate templates in your [#staff](/c/-/3) category when you add your company name in the setup wizard.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[] Add your company name and details
[] Edit the boilerplate TOS or provide a link to the TOS on your main site
[] Edit the boilerplate Privacy Notice or provide a link to the Privacy Notice on your main site
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### Customization options
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Out of the box, Discourse provides a clean, friendly design. Via the setup wizard and admin dashboard, you can make changes easily to make your site look and feel unique. No special skills are required, but advanced options are available if you have access to the tech skills.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[] Upload logo images
[] Change the color scheme
[] Change the font used for text and headers
[] Install a different site theme
[] Choose a different homepage style
[] Customize the default categories and tags shown on the sidebar
[] Add a custom section to the sidebar
[] Add custom user fields to let members provide more info about themselves
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[details="Advanced options"]
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Discourse is very configurable and there is a great deal programmers and web designers can do to customize it, integrate it into other platforms, or address any use case. Users going down this route are highly encouraged to join meta.discourse.org, our support community, to learn from what others have and to give and get advice.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[] Add one or more social login options: [Google](https://meta.discourse.org/t/configuring-google-oauth2-login-for-discourse/15858), [Twitter](https://meta.discourse.org/t/configuring-twitter-login-for-discourse/13395), [Facebook](https://meta.discourse.org/t/configuring-facebook-login-for-discourse/13394), [GitHub](https://meta.discourse.org/t/configuring-github-login-for-discourse/13745), [Discord](https://meta.discourse.org/t/configure-discord-login-for-discourse/127129?u=tobiaseigen), [Apple](https://www.discourse.org/plugins/apple-login), [Amazon, LinkedIn, and Microsoft](https://www.discourse.org/plugins/amazon-linkedin-microsoft-login)
[] [Embed Discourse in your WordPress website](https://github.com/discourse/wp-discourse), or [on your static HTML site](https://meta.discourse.org/t/embedding-discourse-comments-via-javascript/31963)
[] Set up [single-sign on](https://meta.discourse.org/t/official-single-sign-on-for-discourse/13045) with your main site
[] [Build your own login method](https://meta.discourse.org/t/login-to-discourse-with-custom-oauth2-provider/14717)
[] [Create your own theme](https://meta.discourse.org/docs?topic=93648)
[] [Interact with Discourse from other applications using the API](https://meta.discourse.org/t/create-and-configure-an-api-key/230124?u=tobiaseigen)
[/details]
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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# 2. Invite your members
Once you've done the initial setup, you're ready to invite your founding members who can help you finish setup and get some conversations started. Go to [your invites page](/my/invited) and look for the <kbd>+ Invite</kbd> button to create invite links you can share or directly email everyone you want to have in your community. **Be sure to follow up to make sure they join and start participating!**
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### To complete together with your founding members
[] Founding members sign up and commit to visiting and participating regularly (at least 3 recommended)
[] Members provide their name, bio and picture
[] Create interesting topics (at least 5 topics and 30 replies recommended)
[] Start talking in chat
DEV: Fix links in admin getting started guide (#26347) I fixed some links in the admin getting started guide, and changed the way internal links to categories are handled so they will work in other language locales besides US english.
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[] Talk in [#site-feedback](/c/-/2) about how to use the site and how it is organized
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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[] Review and edit the provided Community Guidelines (FAQ)
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### When you're ready, launch your community!
[] For public sites, link your community everywhere and promote it so people can find it!
[] Send out invitations by email and by sharing invite links in channels used by your community (you can also create [bulk invites](https://meta.discourse.org/t/sending-bulk-user-invites/16468) and [invite users into groups](https://meta.discourse.org/t/invite-individual-users-to-a-group/15544))
[] Keep following up to make sure as many people as possible are joining and communicating with each other on your Discourse site
add SSO note to admin quick start
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> **Note:** To make launching your new site easier, all new members will have daily email summary emails enabled (instead of the usual weekly) and be given a higher level of trust. See below to learn more about the trust system and bootstrap mode.
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2014-02-13 03:50:01 +08:00
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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# 3. Managing your forum
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### Admin and Moderator tools
Exercise your admin superpowers anytime via the [admin dashboard](/admin). You can access it via the :wrench: admin link on the menu. Admin and moderator functions are generally marked with the wrench :wrench: icon, so look for that.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### Staff
Staff members are official representatives of this community. There are two kinds of Staff in Discourse:
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1. **Admins**, who can do anything and configure anything on this site.
2. **Moderators**, who can edit all posts and users but cannot add categories or change any site settings.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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Promoting members of your community is easy:
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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- select :wrench: admin wrench on their user page
- look for the <kbd>Grant Admin</kbd> and <kbd>Grant Moderator</kbd> buttons there
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### Categories
You have three default categories:
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DEV: Fix links in admin getting started guide (#26347) I fixed some links in the admin getting started guide, and changed the way internal links to categories are handled so they will work in other language locales besides US english.
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1. [#General](/c/-/4) – create topics here that don't fit into any other existing category.
2. [#Site Feedback](/c/-/2) – Discussion about this site, its organization, how it works, and how you and your community can improve it. [It's important!](https://meta.discourse.org/t/5249)
3. [#Staff](/c/-/3) – Visible only to staff (admins and moderators)
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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**Only create a few initial categories**, as you can overwhelm your community. You can always add more categories later and easily bulk recategorize topics. You and your members will have a better experience if you figure out the organization as you go rather than assuming you'll get it all right from the beginning.
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2014-04-16 15:13:52 +08:00
DEV: Fix links in admin getting started guide (#26347) I fixed some links in the admin getting started guide, and changed the way internal links to categories are handled so they will work in other language locales besides US english.
2024-03-26 08:30:51 +08:00
Select the :wrench: admin wrench on the [categories page](/categories) to add a category. You can set security per-category so only certain groups of users can see topics in that category. ([Learn more about groups and category permissions](https://meta.discourse.org/t/-/87678))
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2014-03-05 03:52:13 +08:00
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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Every category has an initial "About this category" topic which you will want to edit to suit your needs. This topic will be pinned to the top of the category, and the description you enter in the first paragraph will appear throughout. Be sure to give your new category a good, clear description, so people understand what belongs there!
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2014-03-05 03:52:13 +08:00
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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In addition to categories, Discourse allows you to organize topics with tags. Tags offer a flexible alternative to categories. Create tags when editing topics.
### Pinned topics and banners
Note how pinning topics works in Discourse:
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- Once someone reads to the bottom of a pinned topic, it is automatically unpinned for them specifically. They can change this via the personal pin controls at the bottom of the topic.
- When staff pins a topic, they can pin it globally to all topic lists, or just within its category.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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If a pin isn't visible enough, you can also turn one single topic into a **banner**. The banner topic floats on top of all topics and all primary pages. Users can permanently dismiss this floating banner by clicking the × in the upper right corner.
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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To make (or remove) a pin or banner, use the topic :wrench: admin wrench.
add FAQ wiki instructions to Admin Quick Start
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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### Forum moderation and community building
Discourse has a trust level system where users earn trust over time and gain abilities to assist in governing their community. The trust level system is designed to offer safe defaults, even for public communities with no active moderation. You should not have to change them. For more details, see [Understanding Trust Levels](https://blog.discourse.org/2018/06/understanding-discourse-trust-levels/).
add FAQ wiki instructions to Admin Quick Start
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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> **0 (new) → 1 (basic) → 2 (member) → 3 (regular) → 4 (leader)**
better admin quick start guide
2014-04-16 15:13:52 +08:00
FEATURE: Move bootstrap mode indicator to header (#20663) The information about bootstrap mode has been moved from the notice to the README topic for admins.
2023-03-24 21:59:03 +08:00
To make launching your new site easier, all new users will have daily email summary emails enabled (instead of the usual weekly) and be given a higher level of trust that allows them to bypass new user restrictions. Once you've reached a certain number of users (adjustable via the [Bootstrap mode admin setting](/admin/site_settings/category/all_results?filter=bootstrap)) new users will have to spend 15 minutes reading to remove new user restrictions, or be invited by another trusted user.
better admin quick start guide
2014-04-16 15:13:52 +08:00
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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# 4. Maintaining your Discourse server
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### Test Your Email
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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Email is required for new account signups and notifications. **Test your email to make sure it is configured correctly!** Visit [the admin email settings](/admin/email), then enter an email address in the "email address to test" field and click <kbd>send test email</kbd>.
add invite advice
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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- You got the test email? Great! **Read that email closely**, it has important email deliverability tips.
- You didn't get the test email? This means your users probably aren't getting any signup or notification emails either.
- Email deliverability can be hard. Read [**Email Service Configuration**](https://github.com/discourse/discourse/blob/main/docs/INSTALL-email.md).
remove |starred| from topnav default options
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Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
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If you'd like to enable *replying* to topics via email, [see this howto](https://meta.discourse.org/t/set-up-reply-via-email-support/14003).
add Building Your Community section to Quick Start
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massive update to admin quick start guide
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### Maintenance
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further improvements to Admin Quick Start Guide
2014-07-12 06:32:25 +08:00
- One CPU and 1GB of memory, with swap, is the minimum for a basic Discourse community. As your community grows you may need more memory or CPU resources.
added quick start guide to seeds
2013-12-16 09:46:46 +08:00
discourse/discourse change from 'master' to 'main'
2021-07-19 23:35:47 +08:00
- [Our Docker container install](https://github.com/discourse/discourse/blob/main/docs/INSTALL.md) is the only one we officially support. It guarantees easy updates, and all recommended optimizations from the Discourse team.
added quick start guide to seeds
2013-12-16 09:46:46 +08:00
renamed upgrade to update (#26498) The "upgrade"page has been renamed to "update". See for context: https://meta.discourse.org/t/new-change-upgrade-page-is-now-the-update-page/302276?u=tobiaseigen
2024-04-04 09:45:57 +08:00
- You should get an email notification when new versions of Discourse are released. To update your instance via our easy one click process, visit [/admin/update](/admin/update).
added quick start guide to seeds
2013-12-16 09:46:46 +08:00
Update ADMIN-QUICK-START-GUIDE.md (#22788) This is a fairly extensive update to add checklists and to reorganize the presented information so it is more accessible. Some info is relegated to links to docs on meta. For convenience and regular reference, this topic is now linked to from a GETTING STARTED button next to the site title as long as the site is in bootstrap mode.
2023-07-27 23:44:38 +08:00
### Optional things you might eventually want to set up
[] [Automatic daily backups](https://meta.discourse.org/t/configure-automatic-backups-for-discourse/14855)
[] [HTTPS support](https://meta.discourse.org/t/allowing-ssl-for-your-discourse-docker-setup/13847)
[] [Content Delivery Network support](https://meta.discourse.org/t/enable-a-cdn-for-your-discourse/14857)
[] [Reply via Email](https://meta.discourse.org/t/set-up-reply-via-email-support/14003)
[] [Import and Export your data](https://meta.discourse.org/t/move-your-discourse-instance-to-a-different-server/15721)
[] [Change the domain name](https://meta.discourse.org/t/how-do-i-change-the-domain-name/16098)
[] [Multiple Discourse instances on the same server](https://meta.discourse.org/t/multisite-configuration-with-docker/14084)
[] [Import old content from vBulletin, PHPbb, Vanilla, Drupal, BBPress, etc](https://github.com/discourse/discourse/tree/main/script/import_scripts)
[] [Configure a firewall on your server](https://meta.discourse.org/t/configure-a-firewall-for-discourse/20584).
[] [A user friendly offline page when rebuilding or upgrading](https://meta.discourse.org/t/adding-an-offline-page-when-rebuilding/45238)
# Resources and help are a click away
* Read our blog post [Building a Discourse Community](http://blog.discourse.org/2014/08/building-a-discourse-community/)
* Join meta.discourse.org, our official community, to discuss features, bugs, hosting, development and general support with other Discourse users
* Search <https://meta.discourse.org/docs> for detailed documentation about using discourse, moderation, the admin dashboard, theming and customization, and much much more.
improvements to admin quick start guide
2014-09-02 17:16:02 +08:00
----
added quick start guide to seeds
2013-12-16 09:46:46 +08:00
discourse/discourse change from 'master' to 'main'
2021-07-19 23:35:47 +08:00
Have suggestions to improve or update this guide? Submit a [pull request](https://github.com/discourse/discourse/blob/main/docs/ADMIN-QUICK-START-GUIDE.md).
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