discourse/docs/INSTALL-cloud.md
2016-03-11 23:15:05 -08:00

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**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.
# Create New Cloud Server
[Sign up for DigitalOcean][do], update billing info, then create your new cloud server.
- Enter your domain `discourse.example.com` as the name.
- The default of **1 GB** RAM works fine for small Discourse communities. We recommend 2 GB RAM for larger communities.
- 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.
- 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.
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.)
# Access Your Cloud Server
Connect to your server via SSH, or use [Putty][put] on Windows:
ssh root@192.168.1.1
Replace `192.168.1.1` with the IP address of your server.
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.
<img src="https://www.discourse.org/images/install/14/console-ssh.png?v=1" width="600px">
# Set up Swap (if needed)
- 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).
- If you're using 2 GB+ memory, you can probably get by without a swap file.
# Install Docker / Git
wget -qO- https://get.docker.com/ | sh
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/).
# Install Discourse
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`:
sudo -s
mkdir /var/discourse
git clone https://github.com/discourse/discourse_docker.git /var/discourse
cd /var/discourse
cp samples/standalone.yml containers/app.yml
You will need to be root through the rest of the bootstrap process.
# Edit Discourse Configuration
Edit the Discourse config file `app.yml`:
nano containers/app.yml
We recommend Nano because it's simple; just use your arrow keys to edit.
- Set `DISCOURSE_DEVELOPER_EMAILS` to your email address.
- 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.
- 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.
- 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.
<img src="https://www.discourse.org/images/install/14/console-nano-app-yml.png?v=1" width="600px">
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.
# Email Is Important
**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!**
- Already have a mail server? Great. Use your existing mail server credentials.
- No existing mail server? Check out our [**Recommended Email Providers for Discourse**][mailconfig].
- For proper email deliverability, you must set correct SPF and DKIM records in your DNS. See your email provider instructions for specifics.
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.
# Bootstrap Discourse
Save the `app.yml` file, and begin bootstrapping Discourse:
./launcher bootstrap app
This command takes between **2-8 minutes** to automagically configure your Discourse. After that completes, start Discourse:
./launcher start app
<img src="https://www.discourse.org/images/install/14/console-launcher-start.png?v=1" width="600px">
Congratulations! You just built your very own Discourse!
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`.
<img src="https://www.discourse.org/images/install/14/browser-discourse-installed.png">
# Register New Account and Become Admin
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.
(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).)
<img src="https://www.discourse.org/images/install/14/browser-logged-in-first-admin.png?v=1">
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!
(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.)
# Post-Install Maintenance
We strongly suggest you:
- Turn on automatic security updates for your OS. In Ubuntu use the `dpkg-reconfigure -plow unattended-upgrades` command.
- 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.
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.
The `launcher` command in the `/var/discourse` folder can be used for various kinds of maintenance:
```
Usage: launcher COMMAND CONFIG [--skip-prereqs]
Commands:
start: Start/initialize a container
stop: Stop a running container
restart: Restart a container
destroy: Stop and remove a container
enter: Enter a container using docker exec
logs: Docker logs for container
bootstrap: Bootstrap a container for the config based on a template
rebuild: Rebuild a container (destroy old, bootstrap, start new)
cleanup: Remove all containers that have stopped for > 24 hours
Options:
--skip-prereqs Don't check prerequisites
--docker-args Extra arguments to pass when running docker
```
# Add More Discourse Features
Do you want...
* 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).
- Users to log in via Google? [Configure Google logins](https://meta.discourse.org/t/configuring-google-oauth2-login-for-discourse/15858).
- Users to log in via Facebook? [Configure Facebook logins](https://meta.discourse.org/t/configuring-facebook-login-for-discourse/13394).
- Users to log in via Twitter? [Configure Twitter logins](https://meta.discourse.org/t/configuring-twitter-login-for-discourse/13395).
- Users to log in via GitHub? [Configure GitHub logins](https://meta.discourse.org/t/configuring-github-login-for-discourse/13745)
- Users to post replies via email? [Configure reply via email](https://meta.discourse.org/t/set-up-reply-via-email-support/14003).
- Automatic daily backups? [Configure backups](https://meta.discourse.org/t/configure-automatic-backups-for-discourse/14855).
- HTTPS / SSL support? [Configure SSL](https://meta.discourse.org/t/allowing-ssl-for-your-discourse-docker-setup/13847).
- Multiple Discourse sites on the same server? [Configure multisite](https://meta.discourse.org/t/multisite-configuration-with-docker/14084).
- 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/).
- 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)
- A firewall on your server? [Configure firewall](https://meta.discourse.org/t/configure-a-firewall-for-discourse/20584)
- 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)?
Help us improve this guide! Feel free to ask about it on [meta.discourse.org][meta], or even better, submit a pull request.
[dd]: https://github.com/discourse/discourse_docker
[ssh]: https://help.github.com/articles/generating-ssh-keys
[meta]: https://meta.discourse.org
[do]: https://www.digitalocean.com/?refcode=5fa48ac82415
[put]: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html
[mailconfig]: https://github.com/discourse/discourse/blob/master/docs/INSTALL-email.md