discourse/docs/INSTALL-ubuntu.md

Official Discourse Install Guide

Recommended Server Hardware

• 2 GB of RAM
• 2 GB of swap
• 2 processor cores

With 2 GB of memory and dual cores, you can run two instances of the thin server (NUM_WEBS=2), and easily host anything but the largest of forums.

1 GB of memory, 3 GB of swap and a single core CPU are the minimums for a steady state, running Discourse forum – but it's simpler to just throw a bit more hardware at the problem if you can, particularly during the install.

Install Ubuntu Server 12.04 LTS with the package groups:

Yes, you can in theory pick the distro of your choice, but to keep this guide sane, we're picking one, and it's Ubuntu. Feel free to substitute the distro of your choice, the steps are mostly the same.

• Basic Ubuntu server
• OpenSSH server
• Mail server
• PostgreSQL database (9.1+)

You may be working on an already-installed or automatically deployed system, in which case you can install them afterwards:

# Run these commands as your normal login (e.g. "michael")
sudo apt-get update && sudo apt-get -y upgrade
sudo tasksel install openssh-server
sudo tasksel install mail-server
sudo tasksel install postgresql-server

Configure the mail server:

In our example setup, we're going to configure as a 'Satellite system', forwarding all mail to our egress servers for delivery. You'll probably want to do that unless you're handling mail on the same machine as the Discourse software.

You probably want to configure your 'mail name' to be the base name of your domain. Note that this does not affect any email sent out by Discourse itself, just unqualified mail generated by systems programs.

If you have a mail server responsible for handling the egress of email from your network, enter it here. Otherwise, leave it blank.

Additional system packages

Install necessary packages:

# Run these commands as your normal login (e.g. "michael")
sudo apt-get -y install build-essential libssl-dev libyaml-dev git libtool libxslt-dev libxml2-dev libpq-dev gawk curl pngcrush imagemagick python-software-properties

# If you're on Ubuntu >= 12.10, change:
# python-software-properties to software-properties-common

Caching: Redis

Redis is a networked, in memory key-value store cache. Without the Redis caching layer, we'd have to go to the database a lot more often for common information and the site would be slower as a result.

Be sure to install the latest stable Redis, as the package in the distro may be a bit old:

sudo apt-add-repository -y ppa:rwky/redis
sudo apt-get update
sudo apt-get install redis-server

Web Server: nginx

nginx is used for:

• reverse proxy (i.e. load balancer)
• static asset serving (since you don't want to do that from ruby)
• anonymous user cache

At Discourse, we recommend the latest version of nginx (we like the new and
shiny). To install on Ubuntu:

# Run these commands as your normal login (e.g. "michael")
# Remove any existing versions of nginx
sudo apt-get remove '^nginx.*$'

# Add nginx repo to sources.list
cat <<'EOF' | sudo tee -a /etc/apt/sources.list

deb http://nginx.org/packages/ubuntu/ precise nginx
deb-src http://nginx.org/packages/ubuntu/ precise nginx
EOF

# Add nginx key
curl http://nginx.org/keys/nginx_signing.key | sudo apt-key add -

# install nginx
sudo apt-get update && sudo apt-get -y install nginx

Install Ruby with RVM

RVM : Single-user installation

We recommend installing RVM isolated to a single user's environment.

Discourse setup

Create Discourse user:

# Run these commands as your normal login (e.g. "michael")
sudo adduser --shell /bin/bash --gecos 'Discourse application' discourse
sudo install -d -m 755 -o discourse -g discourse /var/www/discourse

Give Postgres database rights to the discourse user:

# Run these commands as your normal login (e.g. "michael")
sudo -u postgres createuser -s discourse
# If you will be using password authentication on your database, only
# necessary if the database will be on a remote host
sudo -u postgres psql -c "alter user discourse password 'todayisagooddaytovi';"

Change to the 'discourse' user:

# Run this command as your normal login (e.g. "michael"), further commands should be run as 'discourse'
sudo su - discourse

Install RVM

# As 'discourse'
# Install RVM
\curl -s -S -L https://get.rvm.io | bash -s stable
. ~/.bash_profile

# rvm added shell initialization code to ~/.bash_profile,
# move it to ~/.profile instead
cat ~/.bash_profile >> ~/.profile
rm ~/.bash_profile

# Install necessary packages for building ruby (this will only work if
# you've given discourse sudo permissions, which is *not* the default)
# rvm requirements

# NOTE: rvm will tell you which packages you (or your sysadmin) need
# to install during this step. As discourse does not have sudo 
# permissions (likely the case), run:
rvm --autolibs=read-fail requirements
# repeat until it fully executes 

Continue with Discourse installation

# Build and install ruby
rvm install 2.0.0

# Use installed ruby as default
rvm use 2.0.0 --default

# Install bundler
gem install bundler

# Pull down the latest code
git clone git://github.com/discourse/discourse.git /var/www/discourse
cd /var/www/discourse
git checkout master

# To run on the most recent numbered release instead of bleeding-edge:
#git checkout latest-release

# Install necessary gems
bundle install --deployment --without test

If you have errors building the native extensions, ensure you have sufficient free system memory. 1GB with no swap isn't enough, we recommend having 2GB as a minimum.

Configure Discourse:

# Run these commands as the discourse user
cd /var/www/discourse/config
cp discourse_quickstart.conf discourse.conf
cp discourse.pill.sample discourse.pill

Editing /var/www/discourse/config/discourse.conf:

Database/Hostname:

• change database username/password if appropriate
• change hostname to the name you'll use to access the discourse site, e.g. "forum.example.com"

Redis:

• no changes if this is the only application using redis, but have a look

E-mail:

• browse through all the settings and be sure to add your mail server SMTP settings so outgoing mail can be sent (we recommend Mandrill)
• If your users will come from "internal" private unroutable IPs like 10.x.x.x or 192.168.x.x please see this topic.

Editing: /var/www/discourse/config/discourse.pill

• change application name from 'discourse' if necessary
• Ensure appropriate Bluepill.application line is uncommented

Initialize the database:

# Run these commands as the discourse user
# The database name here should match the production one in database.yml
cd /var/www/discourse
createdb discourse_prod
RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ENV=production bundle exec rake db:migrate
RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ENV=production bundle exec rake assets:precompile

Not english? Set the default language as appropriate:

# Run these commands as the discourse user
cd /var/www/discourse
RAILS_ENV=production bundle exec rails c
SiteSetting.default_locale = 'fr'

# Not sure if your locale is supported? Check at the rails console:
LocaleSiteSetting.values
 => ["cs", "da", "de", "en", "es", "fr", "id", "it", "nb_NO", "nl", "pseudo", "pt", "ru", "sv", "zh_CN", "zh_TW"]

nginx setup

# Run these commands as your normal login (e.g. "michael")
sudo cp /var/www/discourse/config/nginx.sample.conf /etc/nginx/conf.d/discourse.conf

Edit /etc/nginx/nginx.conf:

• add: server_names_hash_bucket_size 64; to the http section

If discourse will be the only site served by nginx, disable the nginx default
site:

• sudo mv /etc/nginx/conf.d/default.conf /etc/nginx/conf.d/default.conf.disabled
• Otherwise, only server_names configured below in discourse.conf will be passed to Discourse.

Edit /etc/nginx/conf.d/discourse.conf

• edit server_name. Example: server_name cain.discourse.org test.cain.discourse.org;
• change socket count depending on your NUM_WEB count
• change socket paths if discourse is installed to a different location
• modify root location if discourse is installed to a different location

Reload nginx by running

# Run as your normal login (e.g. "michael")
sudo /etc/init.d/nginx reload

Bluepill setup

Configure Bluepill:

# Run these commands as the discourse user
gem install bluepill
echo 'alias bluepill="NOEXEC_DISABLE=1 bluepill --no-privileged -c ~/.bluepill"' >> ~/.bash_aliases
rvm wrapper $(rvm current) bootup bluepill
rvm wrapper $(rvm current) bootup bundle

Start Discourse:

# Run these commands as the discourse user
RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ROOT=/var/www/discourse RAILS_ENV=production NUM_WEBS=2 bluepill --no-privileged -c ~/.bluepill load /var/www/discourse/config/discourse.pill

Add the Bluepill startup to crontab.

# Run these commands as the discourse user
crontab -e

Add the following lines:

@reboot RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ROOT=/var/www/discourse RAILS_ENV=production NUM_WEBS=2 /home/discourse/.rvm/bin/bootup_bluepill --no-privileged -c ~/.bluepill load /var/www/discourse/config/discourse.pill

Log rotation setup

# Disabled for now - log rotation isn't *quite* complete
#0 0 * * * /usr/sbin/logrotate /var/www/discourse/config/logrotate.conf

Email setup

IMPORTANT: Discourse relies heavily on email. If your email configuration is not correct, you will effectively have a broken forum.
Please, head over to our Mail Setup Guide to find out more information on how to properly setup emails.

Congratulations! You've got Discourse installed and running!

Administrator account

Now make yourself an administrator account. Browse to your discourse instance
and create an account by logging in normally, then run the commands:

# Run these commands as the discourse user
cd /var/www/discourse
RAILS_ENV=production bundle exec rails c

# Administratorize yourself:
# (in rails console)
> me = User.find_by_username_or_email('myemailaddress@me.com')
> me.activate # use this in case you haven't configured your mail server and therefore can't receive the activation mail.
> me.admin = true
> me.save

# Mark yourself as the 'system user':
# (in rails console)
> SiteSetting.site_contact_username = me.username

At this point we recommend you start going through the various items in the
Discourse Admin Quick Start Guide
to further prepare your site for users.

Site localization

Custom assets such as images should be placed somewhere under:

/var/www/discourse/public/

For example, create a local directory and place it into:

/var/www/discourse/public/uploads/local/michael.png

The corresponding site setting is:

logo_small_url: /uploads/local/michael.png

Updating Discourse

# Run these commands as the discourse user
bluepill stop
bluepill quit
# Back up your install
DATESTAMP=$(TZ=UTC date +%F-%T)
pg_dump --no-owner --clean discourse_prod | gzip -c > ~/discourse-db-$DATESTAMP.sql.gz
tar cfz ~/discourse-dir-$DATESTAMP.tar.gz -C /var/www discourse
# get the latest Discourse code
cd /var/www/discourse
git checkout master
git pull
git fetch --tags
# To run on the latest numbered release instead of bleeding-edge:
#git checkout latest-release
#
# Follow the section below titled:
# "Check sample configuration files for new settings"
#
bundle install --without test --deployment
RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ENV=production bundle exec rake db:migrate
RUBY_GC_MALLOC_LIMIT=90000000 RAILS_ENV=production bundle exec rake assets:precompile
# restart bluepill
crontab -l
# Here, run the command to start bluepill.
# Get it from the crontab output above.

Check sample configuration files for new settings

Check the sample configuration files provided in the repo with the ones being used for additional recommended settings and merge those in:

# Run these commands as the discourse user
cd /var/www/discourse
diff -u config/discourse_defaults.conf config/discourse.conf

Example 1

$ diff -u config/discourse.pill.sample config/discourse.pill
--- config/discourse.pill.sample  2013-07-15 17:38:06.501507001 +0000
+++ config/discourse.pill  2013-07-05 06:38:27.133506896 +0000
@@ -46,7 +46,7 @@

   app.working_dir = rails_root
   sockdir = "#{rails_root}/tmp/sockets"
-  File.directory? sockdir or FileUtils.mkdir_p sockdir
+  File.directory? sockdir or Dir.mkdir sockdir
   num_webs.times do |i|
     app.process("thin-#{i}") do |process|

This change reflects us switching to using FileUtils.mkdir_p instead of Dir.mkdir.

Example 2

$ diff -u config/nginx.sample.conf /etc/nginx/conf.d/discourse.conf
--- config/nginx.sample.conf	2013-07-15 17:38:06.521507000 +0000
+++ /etc/nginx/conf.d/discourse.conf	2013-07-15 17:52:46.649507024 +0000
@@ -12,17 +12,18 @@
   gzip_min_length 1000;
   gzip_types application/json text/css application/x-javascript;

-  server_name enter.your.web.hostname.here;
+  server_name webtier.discourse.org;

   sendfile on;

   keepalive_timeout 65;
-  client_max_body_size 2m;
   location / {
     root /home/discourse/discourse/public;

This change reflects a change in placeholder information plus (importantly)
adding the client_max_body_size 2m; directive to the nginx configuration.
This change should also be made to your production file.

Security

We take security very seriously at Discourse, and all our code is 100% open source and peer reviewed.
Please read our security guide for an overview of security measures in Discourse.