Merge branch 'develop' into refactor/following-relationships
[akkoma] / docs / installation / otp_en.md
1 # Installing on Linux using OTP releases
2
3 ## Pre-requisites
4 * A machine running Linux with GNU (e.g. Debian, Ubuntu) or musl (e.g. Alpine) libc and `x86_64`, `aarch64` or `armv7l` CPU, you have root access to. If you are not sure if it's compatible see [Detecting flavour section](#detecting-flavour) below
5 * A (sub)domain pointed to the machine
6
7 You will be running commands as root. If you aren't root already, please elevate your priviledges by executing `sudo su`/`su`.
8
9 While in theory OTP releases are possbile to install on any compatible machine, for the sake of simplicity this guide focuses only on Debian/Ubuntu/Alpine.
10
11 ### Detecting flavour
12
13 Paste the following into the shell:
14 ```sh
15 arch="$(uname -m)";if [ "$arch" = "x86_64" ];then arch="amd64";elif [ "$arch" = "armv7l" ];then arch="arm";elif [ "$arch" = "aarch64" ];then arch="arm64";else echo "Unsupported arch: $arch">&2;fi;if getconf GNU_LIBC_VERSION>/dev/null;then libc_postfix="";elif [ "$(ldd 2>&1|head -c 9)" = "musl libc" ];then libc_postfix="-musl";elif [ "$(find /lib/libc.musl*|wc -l)" ];then libc_postfix="-musl";else echo "Unsupported libc">&2;fi;echo "$arch$libc_postfix"
16 ```
17
18 If your platform is supported the output will contain the flavour string, you will need it later. If not, this just means that we don't build releases for your platform, you can still try installing from source.
19
20 ### Installing the required packages
21
22 Other than things bundled in the OTP release Pleroma depends on:
23 * curl (to download the release build)
24 * unzip (needed to unpack release builds)
25 * ncurses (ERTS won't run without it)
26 * PostgreSQL (also utilizes extensions in postgresql-contrib)
27 * nginx (could be swapped with another reverse proxy but this guide covers only it)
28 * certbot (for Let's Encrypt certificates, could be swapped with another ACME client, but this guide covers only it)
29
30 Debian/Ubuntu:
31 ```sh
32 apt install curl unzip libncurses5 postgresql postgresql-contrib nginx certbot
33 ```
34 Alpine:
35
36 ```sh
37 echo "http://nl.alpinelinux.org/alpine/latest-stable/community" >> /etc/apk/repositories
38 apk update
39 apk add curl unzip ncurses postgresql postgresql-contrib nginx certbot
40 ```
41
42 ## Setup
43 ### Configuring PostgreSQL
44 #### (Optional) Installing RUM indexes
45 RUM indexes are an alternative indexing scheme that is not included in PostgreSQL by default. You can read more about them on the [Configuration page](../configuration/cheatsheet.md#rum-indexing-for-full-text-search). They are completely optional and most of the time are not worth it, especially if you are running a single user instance (unless you absolutely need ordered search results).
46
47 Debian/Ubuntu (available only on Buster/19.04):
48 ```sh
49 apt install postgresql-11-rum
50 ```
51 Alpine:
52 ```sh
53 apk add git build-base postgresql-dev
54 git clone https://github.com/postgrespro/rum /tmp/rum
55 cd /tmp/rum
56 make USE_PGXS=1
57 make USE_PGXS=1 install
58 cd
59 rm -r /tmp/rum
60 ```
61 #### (Optional) Performance configuration
62 For optimal performance, you may use [PGTune](https://pgtune.leopard.in.ua), don't forget to restart postgresql after editing the configuration
63
64 Debian/Ubuntu:
65 ```sh
66 systemctl restart postgresql
67 ```
68 Alpine:
69 ```sh
70 rc-service postgresql restart
71 ```
72 ### Installing Pleroma
73 ```sh
74 # Create the Pleroma user
75 adduser --system --shell /bin/false --home /opt/pleroma pleroma
76
77 # Set the flavour environment variable to the string you got in Detecting flavour section.
78 # For example if the flavour is `arm64-musl` the command will be
79 export FLAVOUR="arm64-musl"
80
81 # Clone the release build into a temporary directory and unpack it
82 su pleroma -s $SHELL -lc "
83 curl 'https://git.pleroma.social/api/v4/projects/2/jobs/artifacts/stable/download?job=$FLAVOUR' -o /tmp/pleroma.zip
84 unzip /tmp/pleroma.zip -d /tmp/
85 "
86
87 # Move the release to the home directory and delete temporary files
88 su pleroma -s $SHELL -lc "
89 mv /tmp/release/* /opt/pleroma
90 rmdir /tmp/release
91 rm /tmp/pleroma.zip
92 "
93 # Create uploads directory and set proper permissions (skip if planning to use a remote uploader)
94 # Note: It does not have to be `/var/lib/pleroma/uploads`, the config generator will ask about the upload directory later
95
96 mkdir -p /var/lib/pleroma/uploads
97 chown -R pleroma /var/lib/pleroma
98
99 # Create custom public files directory (custom emojis, frontend bundle overrides, robots.txt, etc.)
100 # Note: It does not have to be `/var/lib/pleroma/static`, the config generator will ask about the custom public files directory later
101 mkdir -p /var/lib/pleroma/static
102 chown -R pleroma /var/lib/pleroma
103
104 # Create a config directory
105 mkdir -p /etc/pleroma
106 chown -R pleroma /etc/pleroma
107
108 # Run the config generator
109 su pleroma -s $SHELL -lc "./bin/pleroma_ctl instance gen --output /etc/pleroma/config.exs --output-psql /tmp/setup_db.psql"
110
111 # Create the postgres database
112 su postgres -s $SHELL -lc "psql -f /tmp/setup_db.psql"
113
114 # Create the database schema
115 su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate"
116
117 # If you have installed RUM indexes uncommend and run
118 # su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate --migrations-path priv/repo/optional_migrations/rum_indexing/"
119
120 # Start the instance to verify that everything is working as expected
121 su pleroma -s $SHELL -lc "./bin/pleroma daemon"
122
123 # Wait for about 20 seconds and query the instance endpoint, if it shows your uri, name and email correctly, you are configured correctly
124 sleep 20 && curl http://localhost:4000/api/v1/instance
125
126 # Stop the instance
127 su pleroma -s $SHELL -lc "./bin/pleroma stop"
128 ```
129
130 ### Setting up nginx and getting Let's Encrypt SSL certificaties
131
132 ```sh
133 # Get a Let's Encrypt certificate
134 certbot certonly --standalone --preferred-challenges http -d yourinstance.tld
135
136 # Copy the Pleroma nginx configuration to the nginx folder
137 # The location of nginx configs is dependent on the distro
138
139 # For Debian/Ubuntu:
140 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/sites-available/pleroma.nginx
141 ln -s /etc/nginx/sites-available/pleroma.nginx /etc/nginx/sites-enabled/pleroma.nginx
142 # For Alpine:
143 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/conf.d/pleroma.conf
144 # If your distro does not have either of those you can append
145 # `include /etc/nginx/pleroma.conf` to the end of the http section in /etc/nginx/nginx.conf and
146 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/pleroma.conf
147
148 # Edit the nginx config replacing example.tld with your (sub)domain
149 $EDITOR path-to-nginx-config
150
151 # Verify that the config is valid
152 nginx -t
153
154 # Start nginx
155 # For Debian/Ubuntu:
156 systemctl start nginx
157 # For Alpine:
158 rc-service nginx start
159 ```
160
161 At this point if you open your (sub)domain in a browser you should see a 502 error, that's because pleroma is not started yet.
162
163 ### Setting up a system service
164 Debian/Ubuntu:
165 ```sh
166 # Copy the service into a proper directory
167 cp /opt/pleroma/installation/pleroma.service /etc/systemd/system/pleroma.service
168
169 # Start pleroma and enable it on boot
170 systemctl start pleroma
171 systemctl enable pleroma
172 ```
173 Alpine:
174 ```sh
175 # Copy the service into a proper directory
176 cp /opt/pleroma/installation/init.d/pleroma /etc/init.d/pleroma
177
178 # Start pleroma and enable it on boot
179 rc-service pleroma start
180 rc-update add pleroma
181 ```
182
183 If everything worked, you should see Pleroma-FE when visiting your domain. If that didn't happen, try reviewing the installation steps, starting Pleroma in the foreground and seeing if there are any errrors.
184
185 Still doesn't work? Feel free to contact us on [#pleroma on freenode](https://webchat.freenode.net/?channels=%23pleroma) or via matrix at <https://matrix.heldscal.la/#/room/#freenode_#pleroma:matrix.org>, you can also [file an issue on our Gitlab](https://git.pleroma.social/pleroma/pleroma/issues/new)
186
187 ## Post installation
188
189 ### Setting up auto-renew Let's Encrypt certificate
190 ```sh
191 # Create the directory for webroot challenges
192 mkdir -p /var/lib/letsencrypt
193
194 # Uncomment the webroot method
195 $EDITOR path-to-nginx-config
196
197 # Verify that the config is valid
198 nginx -t
199 ```
200 Debian/Ubuntu:
201 ```sh
202 # Restart nginx
203 systemctl restart nginx
204
205 # Ensure the webroot menthod and post hook is working
206 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --dry-run --post-hook 'systemctl nginx reload'
207
208 # Add it to the daily cron
209 echo '#!/bin/sh
210 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --post-hook "systemctl reload nginx"
211 ' > /etc/cron.daily/renew-pleroma-cert
212 chmod +x /etc/cron.daily/renew-pleroma-cert
213
214 # If everything worked the output should contain /etc/cron.daily/renew-pleroma-cert
215 run-parts --test /etc/cron.daily
216 ```
217 Alpine:
218 ```sh
219 # Restart nginx
220 rc-service nginx restart
221
222 # Start the cron daemon and make it start on boot
223 rc-service crond start
224 rc-update add crond
225
226 # Ensure the webroot menthod and post hook is working
227 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --dry-run --post-hook 'rc-service nginx reload'
228
229 # Add it to the daily cron
230 echo '#!/bin/sh
231 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --post-hook "rc-service nginx reload"
232 ' > /etc/periodic/daily/renew-pleroma-cert
233 chmod +x /etc/periodic/daily/renew-pleroma-cert
234
235 # If everything worked this should output /etc/periodic/daily/renew-pleroma-cert
236 run-parts --test /etc/periodic/daily
237 ```
238 ### Running mix tasks
239 Throughout the wiki and guides there is a lot of references to mix tasks. Since `mix` is a build tool, you can't just call `mix pleroma.task`, instead you should call `pleroma_ctl` stripping pleroma/ecto namespace.
240
241 So for example, if the task is `mix pleroma.user set admin --admin`, you should run it like this:
242 ```sh
243 su pleroma -s $SHELL -lc "./bin/pleroma_ctl user set admin --admin"
244 ```
245
246 ## Create your first user and set as admin
247 ```sh
248 cd /opt/pleroma/bin
249 su pleroma -s $SHELL -lc "./bin/pleroma_ctl user new joeuser joeuser@sld.tld --admin"
250 ```
251 This will create an account withe the username of 'joeuser' with the email address of joeuser@sld.tld, and set that user's account as an admin. This will result in a link that you can paste into the browser, which logs you in and enables you to set the password.
252
253 ### Updating
254 Generally, doing the following is enough:
255 ```sh
256 # Download the new release
257 su pleroma -s $SHELL -lc "./bin/pleroma_ctl update"
258
259 # Migrate the database, you are advised to stop the instance before doing that
260 su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate"
261 ```
262 But you should **always check the release notes/changelog** in case there are config deprecations, special update steps, etc.
263
264 ## Further reading
265
266 * [Backup your instance](../administration/backup.md)
267 * [Hardening your instance](../configuration/hardening.md)
268 * [How to activate mediaproxy](../configuration/howto_mediaproxy.md)
269 * [Updating your instance](../administration/updating.md)