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move "digital ocean" to "cloud" install

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Jeff Atwood 2015-03-30 15:20:51 -07:00
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**Set up Discourse on a cloud server in under 30 minutes** with zero knowledge of Ruby, Rails or Linux shell using our [Discourse Docker image][dd]. We recommend [Digital Ocean][do], but these steps will work on other cloud providers and local installs that also support Docker.
# Create New Digital Ocean Droplet
[Sign up for Digital Ocean][do], update billing info, then begin creating your new cloud server (Droplet).
- Enter your domain `discourse.example.com` as the Droplet name.
- The default of **1 GB** RAM works fine for small Discourse communities. We do recommend 2 GB RAM for medium communities.
- The default of **Ubuntu 14.04 LTS x64** works fine. Always select the latest 64-bit [LTS distribution][lts].
Create your new Droplet. You will receive a mail from Digital Ocean 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 Droplet
Connect to your Droplet 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 Droplet.
<img src="http://www.discourse.org/images/install/ssh-login-start.png" width="586" height="128">
You will be asked for permission to connect, type `yes`, then enter the root password from the email Digital Ocean sent you when the Droplet was set up. You may be prompted to change the root password, too.
<img src="http://www.discourse.org/images/install/ssh-login.png" width="584" height="300">
# 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.io/ | sh
<img src="http://www.discourse.org/images/install/wget-docker.png" width="586" height="452">
# 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`:
mkdir /var/discourse
git clone https://github.com/discourse/discourse_docker.git /var/discourse
cd /var/discourse
cp samples/standalone.yml containers/app.yml
<img src="https://meta.discourse.org/uploads/default/33557/28f36eb5069e75c4.png" width="662" height="240">
# Edit Discourse Configuration
Edit the Discourse configuration at `app.yml`:
nano containers/app.yml
We recommend Nano because it works like a typical GUI text editor, just use your arrow keys.
- 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 mail credentials 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="http://www.discourse.org/images/install/nano-screenshot.png" width="578" height="407">
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, or you don't know what it is? No problem, create a free account on [**Mandrill**][man] (or [Mailgun][gun], or [Mailjet][jet]), and use the credentials provided in the dashboard.
- For proper email deliverability, you must set the [SPF and DKIM records](http://help.mandrill.com/entries/21751322-What-are-SPF-and-DKIM-and-do-I-need-to-set-them-up-) in your DNS. In Mandrill, that's under Sending Domains, View DKIM/SPF setup instructions.
# Bootstrap Discourse
Save the `app.yml` file, and begin bootstrapping Discourse:
./launcher bootstrap app
This command takes about 8 minutes. It is automagically configuring your Discourse environment.
After that completes, start Discourse:
./launcher start app
<img src="https://meta.discourse.org/uploads/default/33558/a988b9ec9ac5ff7a.png" width="669" height="233">
Congratulations! You now have your own instance of Discourse!
It should be accessible via the domain name `discourse.example.com` you entered earlier, provided you configured DNS. If not, you can also visit the server IP directly, e.g. `http://192.168.1.1`.
<img src="http://www.discourse.org/images/install/congratulations-on-installing-discourse.png" width="690" height="342">
# Register New Account and Become Admin
There is a reminder at the top about `DISCOURSE_DEVELOPER_EMAILS`; register a new account via 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 see our [Email Troubleshooting checklist](https://meta.discourse.org/t/troubleshooting-email-on-a-new-discourse-install/16326).)
<img src="http://www.discourse.org/images/install/discourse-installed.png" width="690" height="350">
You should see Staff topics and the [Admin Quick Start Guide](https://github.com/discourse/discourse/blob/master/docs/ADMIN-QUICK-START-GUIDE.md). It contains the next steps for further configuring and customizing your Discourse install.
(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 via the `dpkg-reconfigure -plow unattended-upgrades` command
- enable stronger passwords via the `apt-get install libpam-cracklib` package
To **upgrade Discourse to the latest version**, visit `/admin/upgrade` and follow the instructions.
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: Use nsenter to enter a container
ssh: Start a bash shell in a running container
logs: Docker logs for container
mailtest: Test the mail settings in a 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? (new Oauth2 authentication) [Configure Google logins](https://meta.discourse.org/t/configuring-google-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/last).
- 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](http://eviltrout.com/2014/01/22/embedding-discourse.html)?
If anything needs to be improved in this guide, feel free to ask on [meta.discourse.org][meta], or even better, submit a pull request.
[dd]: https://github.com/discourse/discourse_docker
[man]: https://mandrillapp.com
[ssh]: https://help.github.com/articles/generating-ssh-keys
[meta]: https://meta.discourse.org
[do]: https://www.digitalocean.com/?refcode=5fa48ac82415
[lts]: https://wiki.ubuntu.com/LTS
[jet]: https://www.mailjet.com/pricing
[gun]: http://www.mailgun.com/
[put]: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html

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@ -1,176 +1 @@
**Set up Discourse on a cloud server in under 30 minutes** with zero knowledge of Ruby, Rails or Linux shell using our [Discourse Docker image][dd]. While this guide uses [Digital Ocean][do], these steps will work on other cloud providers and local installs that also support Docker. Let's begin!
# Create New Digital Ocean Droplet
[Sign up for Digital Ocean][do], update billing info, then begin creating your new cloud server (Droplet).
- Enter your domain `discourse.example.com` as the Droplet name.
- The default of **1GB** RAM works fine for small Discourse communities. We do recommend 2 GB RAM for medium communities.
- The default of **Ubuntu 14.04 LTS x64** works fine. Always select the latest 64-bit [LTS distribution][lts].
Create your new Droplet. You will receive a mail from Digital Ocean 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 Droplet
Connect to your Droplet 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 Droplet.
<img src="http://www.discourse.org/images/install/ssh-login-start.png" width="586" height="128">
You will be asked for permission to connect, type `yes`, then enter the root password from the email Digital Ocean sent you when the Droplet was set up. You may be prompted to change the root password, too.
<img src="http://www.discourse.org/images/install/ssh-login.png" width="584" height="300">
# 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.io/ | sh
<img src="http://www.discourse.org/images/install/wget-docker.png" width="586" height="452">
# 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`:
mkdir /var/discourse
git clone https://github.com/discourse/discourse_docker.git /var/discourse
cd /var/discourse
cp samples/standalone.yml containers/app.yml
<img src="https://meta.discourse.org/uploads/default/33557/28f36eb5069e75c4.png" width="662" height="240">
# Edit Discourse Configuration
Edit the Discourse configuration at `app.yml`:
nano containers/app.yml
We recommend Nano because it works like a typical GUI text editor, just use your arrow keys.
- 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 mail credentials 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="http://www.discourse.org/images/install/nano-screenshot.png" width="578" height="407">
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, or you don't know what it is? No problem, create a free account on [**Mandrill**][man] (or [Mailgun][gun], or [Mailjet][jet]), and use the credentials provided in the dashboard.
- For proper email deliverability, you must set the [SPF and DKIM records](http://help.mandrill.com/entries/21751322-What-are-SPF-and-DKIM-and-do-I-need-to-set-them-up-) in your DNS. In Mandrill, that's under Sending Domains, View DKIM/SPF setup instructions.
# Bootstrap Discourse
Save the `app.yml` file, and begin bootstrapping Discourse:
./launcher bootstrap app
This command takes about 8 minutes. It is automagically configuring your Discourse environment.
After that completes, start Discourse:
./launcher start app
<img src="https://meta.discourse.org/uploads/default/33558/a988b9ec9ac5ff7a.png" width="669" height="233">
Congratulations! You now have your own instance of Discourse!
It should be accessible via the domain name `discourse.example.com` you entered earlier, provided you configured DNS. If not, you can also visit the server IP directly, e.g. `http://192.168.1.1`.
<img src="http://www.discourse.org/images/install/congratulations-on-installing-discourse.png" width="690" height="342">
# Register New Account and Become Admin
There is a reminder at the top about `DISCOURSE_DEVELOPER_EMAILS`; register a new account via 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 see our [Email Troubleshooting checklist](https://meta.discourse.org/t/troubleshooting-email-on-a-new-discourse-install/16326).)
<img src="http://www.discourse.org/images/install/discourse-installed.png" width="690" height="350">
You should see Staff topics and the [Admin Quick Start Guide](https://github.com/discourse/discourse/blob/master/docs/ADMIN-QUICK-START-GUIDE.md). It contains the next steps for further configuring and customizing your Discourse install.
(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 Ubuntu via the `dpkg-reconfigure -plow unattended-upgrades` command.
To **upgrade Discourse to the latest version**, visit `/admin/upgrade` and follow the instructions.
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: Use nsenter to enter a container
ssh: Start a bash shell in a running container
logs: Docker logs for container
mailtest: Test the mail settings in a container
bootstrap: Bootstrap a container for the config based on a template
rebuild: Rebuild a container (destroy old, bootstrap, start new)
```
# 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? (new Oauth2 authentication) [Configure Google logins](https://meta.discourse.org/t/configuring-google-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/last).
- 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](http://eviltrout.com/2014/01/22/embedding-discourse.html)?
If anything needs to be improved in this guide, feel free to ask on [meta.discourse.org][meta], or even better, submit a pull request.
[dd]: https://github.com/discourse/discourse_docker
[man]: https://mandrillapp.com
[ssh]: https://help.github.com/articles/generating-ssh-keys
[meta]: https://meta.discourse.org
[do]: https://www.digitalocean.com/?refcode=5fa48ac82415
[lts]: https://wiki.ubuntu.com/LTS
[jet]: https://www.mailjet.com/pricing
[gun]: http://www.mailgun.com/
[put]: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html
This file has moved; please navigate to https://github.com/discourse/discourse/blob/master/docs/INSTALL-cloud.md

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We take security very seriously at Discourse, and all our code is 100% open source and peer reviewed. Please read [our security guide](https://github.com/discourse/discourse/blob/master/docs/SECURITY.md) for an overview of security measures in Discourse.
[basic]: https://github.com/discourse/discourse/blob/master/docs/INSTALL-digital-ocean.md
[basic]: https://github.com/discourse/discourse/blob/master/docs/INSTALL-cloud.md
[advanced]: https://github.com/discourse/discourse_docker
[swap]: https://meta.discourse.org/t/create-a-swapfile-for-your-linux-server/13880