UX: Reordered topics in INSTALL-cloud.md to add a 'Before you start' section (#16919)
* UX: Reordered topics in INSTALL-cloud.md to add a 'Before you start' section * Change 'Installing Discourse' to 'Installation'
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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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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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**[Before you start](#before-you-start)**
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1. [Preparing your domain name](#1-preparing-your-domain-name)
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2. [Setting up email](#2-setting-up-email)
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**[Installation](#installation)**
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3. [Create new cloud server](#3-create-new-cloud-server)
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4. [Access new cloud server](#4-access-your-cloud-server)
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5. [Install Discourse](#5-install-discourse)
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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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@ -15,7 +20,35 @@ 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
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## Before you start
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### 1. Preparing your 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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- Already own a domain name? Great. Select a subdomain such as `discourse.example.com` or `talk.example.com` or `forum.example.com` for your Discourse instance.
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- No domain name? Get one! We can [recommend NameCheap](https://www.namecheap.com/domains/domain-name-search/), or there are many other [great domain name registrars](https://www.google.com/search?q=best+domain+name+registrars) to choose from.
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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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### 2. 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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> 💡 Email here refers to [Transactional Email](https://www.google.com/search?q=what+is+transactional+email) not the usual email service like Gmail, Outlook and/or Yahoo.
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- No existing mail server? Check out our [**Recommended Email Providers for Discourse**][mailconfig].
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- Already have a mail server? Great. Use your existing mail server credentials. (Free email services like Gmail/Outlook/Yahoo do not support transactional emails.)
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- To ensure mail deliverability, you must add valid [SPF and DKIM records](https://www.google.com/search?q=what+is+spf+dkim) in your DNS. See your mail provider instructions for specifics.
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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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## Installation
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### 3. Create New Cloud Server
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Create your new cloud server, for example [on DigitalOcean][do]:
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@ -30,7 +63,7 @@ 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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### 2. Access Your Cloud Server
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### 4. 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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@ -38,7 +71,7 @@ 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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### 3. Install Discourse
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### 5. Install Discourse
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Clone the [Official Discourse Docker Image][dd] into `/var/discourse`.
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@ -49,30 +82,6 @@ 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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### 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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> 💡 Email here refers to [Transactional Email](https://www.google.com/search?q=what+is+transactional+email) not the usual email service like Gmail, Outlook and/or Yahoo.
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- No existing mail server? Check out our [**Recommended Email Providers for Discourse**][mailconfig].
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- Already have a mail server? Great. Use your existing mail server credentials. (Free email services like Gmail/Outlook/Yahoo do not support transactional emails.)
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- To ensure mail deliverability, you must add valid [SPF and DKIM records](https://www.google.com/search?q=what+is+spf+dkim) in your DNS. See your mail provider instructions for specifics.
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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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### 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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- Already own a domain name? Great. Select a subdomain such as `discourse.example.com` or `talk.example.com` or `forum.example.com` for your Discourse instance.
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- No domain name? Get one! We can [recommend NameCheap](https://www.namecheap.com/domains/domain-name-search/), or there are many other [great domain name registrars](https://www.google.com/search?q=best+domain+name+registrars) to choose from.
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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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### 6. Edit Discourse Configuration
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Launch the setup tool at
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