UX: Number steps in cloud installation README (#14833)
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Natalie Tay
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**Set up Discourse in the cloud in under 30 minutes** with zero knowledge of Rails or Linux shell. One example is [DigitalOcean][do], but these steps will work on any **Docker-compatible** cloud provider or local server.
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**Set up Discourse in the cloud in under 30 minutes** with zero knowledge of Rails or Linux shell. One example
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is [DigitalOcean][do], but these steps will work on any **Docker-compatible** cloud provider or local server. This
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walkthrough will go through these in detail:
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> 🔔 Don't have 30 minutes to set this up? For a flat one-time fee of $150, the community can install Discourse in the cloud for you. [Click here to purchase a self-supported community install](https://www.literatecomputing.com/product/discourse-install/).
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1. [Create new cloud server](#1-create-new-cloud-server)
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2. [Access new cloud server](#2-access-your-cloud-server)
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3. [Install Discourse](#3-install-discourse)
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4. [Setting up email](#4-setting-up-email)
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5. [Customize domain name](#5-customize-domain-name)
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6. [Edit Discourse configuration](#6-edit-discourse-configuration)
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7. [Start Discourse](#7-start-discourse)
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8. [Register new account and become admin](#8-register-new-account-and-become-admin)
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9. [Post-install maintenance](#9-post-install-maintenance)
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10. [(Optional) Add more Discourse features](#10-optional-add-more-discourse-features)
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### Create New Cloud Server
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> 🔔 Don't have 30 minutes to set this up? For a flat one-time fee of $150, the community can install Discourse in the cloud for you. [Click here to purchase a self-supported community install](https://www.literatecomputing.com/product/discourse-install/).
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### 1. Create New Cloud Server
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Create your new cloud server, for example [on DigitalOcean][do]:
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- The default of **the current supported LTS release of Ubuntu Server** works fine. At minimum, a 64-bit Linux OS with a modern kernel version is required.
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- The default of **the current supported LTS release of Ubuntu Server** works fine. At minimum, a 64-bit Linux OS with a
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modern kernel version is required.
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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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@ -16,7 +30,7 @@ Create your new cloud server, for example [on DigitalOcean][do]:
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Create your new Droplet. You may receive an email with the root password, however, [you should set up SSH keys](https://www.google.com/search?q=digitalocean+ssh+keys), as they are more secure.
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### Access Your Cloud Server
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### 2. Access Your Cloud Server
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Connect to your server via its IP address using SSH, or [Putty][put] on Windows:
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@ -24,8 +38,7 @@ Connect to your server via its IP address using SSH, or [Putty][put] on Windows:
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Either use the root password from the email DigitalOcean sent you when the server was set up, or have a valid SSH key configured on your local machine.
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### Install Discourse
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### 3. Install Discourse
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Clone the [Official Discourse Docker Image][dd] into `/var/discourse`.
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@ -35,7 +48,7 @@ Clone the [Official Discourse Docker Image][dd] into `/var/discourse`.
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You will need to be root through the rest of the setup and bootstrap process.
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### Email
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### 4. Setting Up Email
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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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@ -49,7 +62,7 @@ You will need to be root through the rest of the setup and bootstrap process.
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- If you're having trouble getting emails to work, follow our [Email Troubleshooting Guide](https://meta.discourse.org/t/troubleshooting-email-on-a-new-discourse-install/16326)
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### Domain Name
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### 5. Customize Domain Name
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> 🔔 Discourse will not work from an IP address, you must own a domain name such as `example.com` to proceed.
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@ -59,7 +72,7 @@ You will need to be root through the rest of the setup and bootstrap process.
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- Your DNS controls should be accessible from the place where you purchased your domain name. Create a DNS [`A` record](https://support.dnsimple.com/articles/a-record/) for the `discourse.example.com` hostname in your DNS control panel, pointing to the IP address of your cloud instance where you are installing Discourse.
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### Edit Discourse Configuration
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### 6. Edit Discourse Configuration
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Launch the setup tool at
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@ -82,13 +95,13 @@ Let's Encrypt account setup is to give you a free HTTPS certificate for your sit
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This will generate an `app.yml` configuration file on your behalf, and then kicks off bootstrap. Bootstrapping takes between **2-8 minutes** to set up your Discourse. If you need to change these settings after bootstrapping, you can run `./discourse-setup` again (it will re-use your previous values from the file) or edit `/containers/app.yml` manually with `nano` and then `./launcher rebuild app`, otherwise your changes will not take effect.
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### Start Discourse
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### 7. Start Discourse
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Once bootstrapping is complete, your Discourse should be accessible in your web browser via the domain name `discourse.example.com` you entered earlier.
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<img src="https://www.discourse.org/images/install/17/discourse-congrats.png" width="650">
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### Register New Account and Become Admin
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### 8. Register New Account and Become Admin
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Register a new admin account using one of the email addresses you entered before bootstrapping.
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@ -106,7 +119,7 @@ After completing the setup wizard, you should see Staff topics and **READ ME FIR
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<img src="https://www.discourse.org/images/install/17/discourse-homepage.png">
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### Post-Install Maintenance
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### 9. Post-Install Maintenance
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- We strongly suggest you turn on automatic security updates for your OS. In Ubuntu use the `dpkg-reconfigure -plow unattended-upgrades` command. In CentOS/RHEL, use the [`yum-cron`](https://www.redhat.com/sysadmin/using-yum-cron) package.
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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 install libpam-cracklib` package. We also recommend `fail2ban` which blocks any IP addresses for 10 minutes that attempt more than 3 password retries.
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@ -146,7 +159,7 @@ Options:
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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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### 10. (Optional) Add More Discourse Features
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Do you want...
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