151 lines
8.6 KiB
Markdown
151 lines
8.6 KiB
Markdown
**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.
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### Create New Cloud Server
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[Sign up for DigitalOcean][do], update billing info, then create your new cloud server.
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- Enter your domain `discourse.example.com` as the name.
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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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- 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.
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- 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.
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Create your new Droplet. You will receive an email with the root password. (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.)
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### 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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ssh root@192.168.1.1
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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.
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<img src="https://www.discourse.org/images/install/15/ssh-login-terminal.png" width="600px">
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### Install Docker / Git
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wget -qO- https://get.docker.com/ | sh
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This command installs the latest versions of Docker and Git on your server. Alternately, you can manually [install Git](https://git-scm.com/book/en/v2/Getting-Started-Installing-Git) and the [Docker package for your OS](https://docs.docker.com/installation/).
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### Install Discourse
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Create a `/var/discourse` folder, clone the [Official Discourse Docker Image][dd] into it:
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sudo -s
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mkdir /var/discourse
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git clone https://github.com/discourse/discourse_docker.git /var/discourse
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cd /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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### Edit Discourse Configuration
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Launch the setup tool at
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./discourse-setup
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Answer the following questions when prompted:
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Hostname for your Discourse? [discourse.example.com]:
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Email address for admin account? [me@example.com]:
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SMTP server address? [smtp.example.com]:
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SMTP user name? [postmaster@discourse.example.com]:
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SMTP port [587]:
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SMTP password? []:
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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.
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### Email Is Important
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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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- Already have a mail server? Great. Use your existing mail server credentials.
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- No existing mail server? Check out our [**Recommended Email Providers for Discourse**][mailconfig].
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- For proper email deliverability, add valid SPF and DKIM records in your DNS. See your email provider instructions for specifics.
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If you need to change or fix your email settings after bootstrapping, edit your `app.yml` file and `./launcher rebuild app`, otherwise your changes will not take effect.
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### 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, provided you configured DNS. If not, you can visit the server IP directly, e.g. `http://192.168.1.1`.
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<img src="https://www.discourse.org/images/install/15/browser-discourse-installed.png">
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### 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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If you are unable to register your admin account, 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).
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<img src="https://www.discourse.org/images/install/14/browser-logged-in-first-admin.png?v=1">
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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!
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(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 note that *you will have a broken site* unless you get email working.)
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### 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.
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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-get install libpam-cracklib` package. We also recommend `apt-get install fail2ban` which will default block any IP addresses for 10 minutes that attempt more than 3 password retries.
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- If you need or want a default firewall, [turn on ufw](https://meta.discourse.org/t/configure-a-firewall-for-discourse/20584).
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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.
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The `launcher` command in the `/var/discourse` folder can be used for various kinds of maintenance:
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```
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Usage: launcher COMMAND CONFIG [--skip-prereqs] [--docker-args STRING]
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Commands:
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start: Start/initialize a container
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stop: Stop a running container
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restart: Restart a container
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destroy: Stop and remove a container
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enter: Use nsenter to get a shell into a container
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logs: View the Docker logs for a container
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bootstrap: Bootstrap a container for the config based on a template
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rebuild: Rebuild a container (destroy old, bootstrap, start new)
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cleanup: Remove all containers that have stopped for > 24 hours
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Options:
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--skip-prereqs Don't check launcher prerequisites
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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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Do you want...
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* 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).
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- Users to log in via [Google](https://meta.discourse.org/t/configuring-google-oauth2-login-for-discourse/15858), [Twitter](https://meta.discourse.org/t/configuring-twitter-login-for-discourse/13395), [GitHub](https://meta.discourse.org/t/configuring-github-login-for-discourse/13745), or [Facebook](https://meta.discourse.org/t/configuring-facebook-login-for-discourse/13394)?
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- Users to post replies via email? [Configure reply via email](https://meta.discourse.org/t/set-up-reply-via-email-support/14003).
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- Automatic daily backups? [Configure backups](https://meta.discourse.org/t/configure-automatic-backups-for-discourse/14855).
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- Free HTTPS / SSL support? [Configure Let's Encrypt](https://meta.discourse.org/t/setting-up-lets-encrypt-cert-with-discourse-docker/40709). Paid HTTPS / SSL support? [Configure SSL](https://meta.discourse.org/t/allowing-ssl-for-your-discourse-docker-setup/13847).
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- Multiple Discourse sites on the same server? [Configure multisite](https://meta.discourse.org/t/multisite-configuration-with-docker/14084).
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- 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/).
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- 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).
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- A user friendly [offline page when rebuilding or upgrading?](https://meta.discourse.org/t/adding-an-offline-page-when-rebuilding/45238)
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- 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)?
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Help us improve this guide! Feel free to ask about it on [meta.discourse.org][meta], or even better, submit a pull request.
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[dd]: https://github.com/discourse/discourse_docker
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[ssh]: https://help.github.com/articles/generating-ssh-keys
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[meta]: https://meta.discourse.org
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[do]: https://www.digitalocean.com/?refcode=5fa48ac82415
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[put]: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.html
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[mailconfig]: https://github.com/discourse/discourse/blob/master/docs/INSTALL-email.md
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