mirror of
https://github.com/discourse/discourse.git
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183 lines
10 KiB
Markdown
183 lines
10 KiB
Markdown
**Set up Discourse in the cloud in under 30 minutes** with zero knowledge of Rails or Linux shell using our [Discourse Docker image][dd]. We recommend [DigitalOcean][do], but these steps will work on any Docker-compatible cloud provider or local server.
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# Create New Cloud Server
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[Sign up for DigitalOcean][do], update billing info, then create your new cloud server.
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- Enter your domain `discourse.example.com` as the name.
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- The default of **1 GB** RAM works fine for small Discourse communities. We recommend 2 GB RAM for larger communities.
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- The default of **Ubuntu 14.04 LTS x64** works fine. At minimum, a 64-bit Linux OS with a kernel version of 3.10+ is required.
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- The default of **New York** is a good choice for most US and European audiences. Or select a region that is geographically closer to your audience.
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Create your new Droplet. You will receive an email with the root password to your Droplet. (However, if you know [how to use SSH keys](https://www.google.com/search?q=digitalocean+ssh+keys), you may not need a password to log in.)
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# Access Your Cloud Server
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Connect to your server via SSH, or use [Putty][put] on Windows:
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ssh root@192.168.1.1
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Replace `192.168.1.1` with the IP address of your server.
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You will be asked for permission to connect, type `yes`, then enter the root password from the email DigitalOcean sent you when the server was set up. You may be prompted to change the root password, too.
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<img src="https://www.discourse.org/images/install/14/console-ssh.png?v=1" width="600px">
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# Set up Swap (if needed)
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- If you're using the minimum 1 GB install, you *must* [set up a swap file](https://meta.discourse.org/t/create-a-swapfile-for-your-linux-server/13880).
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- If you're using 2 GB+ memory, you can probably get by without a swap file.
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# Install Docker / Git
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wget -qO- https://get.docker.com/ | sh
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This command installs the latest versions of Docker and Git on your server. Alternately, you can manually install Git and the [Docker package for your OS](https://docs.docker.com/installation/).
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# Install Discourse
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Create a `/var/discourse` folder, clone the [Official Discourse Docker Image][dd] into it, and make a copy of the config file as `app.yml`:
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sudo -s
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mkdir /var/discourse
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git clone https://github.com/discourse/discourse_docker.git /var/discourse
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cd /var/discourse
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cp samples/standalone.yml containers/app.yml
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You will need to be root through the rest of the bootstrap process.
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# Edit Discourse Configuration
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Edit the Discourse config file `app.yml`:
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nano containers/app.yml
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We recommend Nano because it's simple; just use your arrow keys to edit.
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- Set `DISCOURSE_DEVELOPER_EMAILS` to your email address.
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- Set `DISCOURSE_HOSTNAME` to `discourse.example.com`, this means you want your Discourse available at `http://discourse.example.com/`. You'll need to update the DNS A record for this domain with the IP address of your server.
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- Place your [Email Server credentials][mailconfig] in `DISCOURSE_SMTP_ADDRESS`, `DISCOURSE_SMTP_PORT`, `DISCOURSE_SMTP_USER_NAME`, `DISCOURSE_SMTP_PASSWORD`. Be sure you remove the comment `#` character and space from the front of these lines as necessary.
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- If you are using a 1 GB instance, set `UNICORN_WORKERS` to 2 and `db_shared_buffers` to 128MB so you have more memory room.
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<img src="https://www.discourse.org/images/install/14/console-nano-app-yml.png?v=1" width="600px">
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Please be careful while editing and double check your work; YAML is _very_ sensitive to incorrect spacing and misplaced characters. After completing your edits, press <kbd>Ctrl</kbd><kbd>O</kbd> then <kbd>Enter</kbd> to save and <kbd>Ctrl</kbd><kbd>X</kbd> to exit.
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# Email Is Important
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**Email is CRITICAL for account creation and notifications in Discourse. If you do not properly configure email before bootstrapping YOU WILL HAVE A BROKEN SITE!**
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- Already have a mail server? Great. Use your existing mail server credentials.
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- No existing mail server? Check out our [**Recommended Email Providers for Discourse**][mailconfig].
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- For proper email deliverability, you must set correct SPF and DKIM records in your DNS. See your email provider instructions for specifics.
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If you need to change or fix your email settings after bootstrapping, you must edit the `app.yml` file again and `./launcher rebuild app`, otherwise your changes will not take effect. If you didn't receive an email from your install, read [Register New Account and Become Admin](#register-new-account-and-become-admin) for troubleshooting.
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# Bootstrap Discourse
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Save the `app.yml` file, and begin bootstrapping Discourse:
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./launcher bootstrap app
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This command takes between **2-8 minutes** to automagically configure your Discourse. After that completes, start Discourse:
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./launcher start app
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<img src="https://www.discourse.org/images/install/14/console-launcher-start.png?v=1" width="600px">
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Congratulations! You just built your very own Discourse!
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Your Discourse should be accessible in your web browser via the domain name `discourse.example.com` you entered earlier, provided you configured DNS. If not, you can visit the server IP directly, e.g. `http://192.168.1.1`.
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<img src="https://www.discourse.org/images/install/14/browser-discourse-installed.png">
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# Register New Account and Become Admin
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There is a reminder at the top about the `DISCOURSE_DEVELOPER_EMAILS` you entered previously in `app.yml`; register a new account using one of those email addresses, and your account will automatically be made an Admin.
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(If you *don't* get any email from your install, and are unable to register a new admin account, please check the logs at `/var/discourse/shared/standalone/log/rails/production.log` and see our [Email Troubleshooting checklist](https://meta.discourse.org/t/troubleshooting-email-on-a-new-discourse-install/16326).)
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<img src="https://www.discourse.org/images/install/14/browser-logged-in-first-admin.png?v=1">
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You should see Staff topics and **READ ME FIRST: Admin Quick Start Guide**. This guide contains the next steps for further configuring and customizing your Discourse install as an administrator. Read it closely!
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(If you are still unable to register a new admin account via email, see [Create Admin Account from Console](https://meta.discourse.org/t/create-admin-account-from-console/17274), but please note that *you will have a broken site* unless you get email working on your instance.)
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# Post-Install Maintenance
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We strongly suggest you:
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- Turn on automatic security updates for your OS. In Ubuntu use the `dpkg-reconfigure -plow unattended-upgrades` command.
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- If you are using a password and not a SSH key, be sure to enforce a strong root password. In Ubuntu use the `apt-get install libpam-cracklib` package.
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You will get email reminders as new versions of Discourse are released. Please stay current to get the latest features and security fixes. To **upgrade Discourse to the latest version**, visit `/admin/upgrade` in your browser and click the Upgrade button.
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The `launcher` command in the `/var/discourse` folder can be used for various kinds of maintenance:
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```
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Usage: launcher COMMAND CONFIG [--skip-prereqs]
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Commands:
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start: Start/initialize a container
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stop: Stop a running container
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restart: Restart a container
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destroy: Stop and remove a container
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enter: Enter a container using docker exec
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logs: Docker logs for container
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bootstrap: Bootstrap a container for the config based on a template
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rebuild: Rebuild a container (destroy old, bootstrap, start new)
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cleanup: Remove all containers that have stopped for > 24 hours
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Options:
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--skip-prereqs Don't check prerequisites
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--docker-args Extra arguments to pass when running docker
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```
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# Add More Discourse Features
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Do you want...
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* Users to log in *only* via your pre-existing website's registration system? [Configure Single-Sign-On](https://meta.discourse.org/t/official-single-sign-on-for-discourse/13045).
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- Users to log in via Google? [Configure Google logins](https://meta.discourse.org/t/configuring-google-oauth2-login-for-discourse/15858).
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- Users to log in via Facebook? [Configure Facebook logins](https://meta.discourse.org/t/configuring-facebook-login-for-discourse/13394).
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- Users to log in via Twitter? [Configure Twitter logins](https://meta.discourse.org/t/configuring-twitter-login-for-discourse/13395).
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- Users to log in via GitHub? [Configure GitHub logins](https://meta.discourse.org/t/configuring-github-login-for-discourse/13745)
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- Users to post replies via email? [Configure reply via email](https://meta.discourse.org/t/set-up-reply-via-email-support/14003).
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- Automatic daily backups? [Configure backups](https://meta.discourse.org/t/configure-automatic-backups-for-discourse/14855).
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- Free HTTPS / SSL support? [Configure Let's Encrypt](https://meta.discourse.org/t/setting-up-lets-encrypt-cert-with-discourse-docker/40709)
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- Paid HTTPS / SSL support? [Configure SSL](https://meta.discourse.org/t/allowing-ssl-for-your-discourse-docker-setup/13847).
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- Multiple Discourse sites on the same server? [Configure multisite](https://meta.discourse.org/t/multisite-configuration-with-docker/14084).
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- A Content Delivery Network to speed up worldwide access? [Configure a CDN](https://meta.discourse.org/t/enable-a-cdn-for-your-discourse/14857). We recommend [Fastly](http://www.fastly.com/).
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- Import old content from vBulletin, PHPbb, Vanilla, Drupal, BBPress, etc? [See our open source importers](https://github.com/discourse/discourse/tree/master/script/import_scripts)
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- A firewall on your server? [Configure firewall](https://meta.discourse.org/t/configure-a-firewall-for-discourse/20584)
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- To embed Discourse [in your WordPress install](https://github.com/discourse/wp-discourse), or [on your static HTML site](https://meta.discourse.org/t/embedding-discourse-comments-via-javascript/31963)?
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Help us improve this guide! Feel free to ask about it on [meta.discourse.org][meta], or even better, submit a pull request.
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[dd]: https://github.com/discourse/discourse_docker
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[ssh]: https://help.github.com/articles/generating-ssh-keys
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[meta]: https://meta.discourse.org
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[do]: https://www.digitalocean.com/?refcode=5fa48ac82415
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[put]: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html
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[mailconfig]: https://github.com/discourse/discourse/blob/master/docs/INSTALL-email.md
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