Merge remote-tracking branch 'upstream/develop' into feature/move-activity
[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
46 !!! warning
47 It is recommended to use PostgreSQL v11 or newer. We have seen some minor issues with lower PostgreSQL versions.
48
49 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).
50
51 Debian/Ubuntu (available only on Buster/19.04):
52 ```sh
53 apt install postgresql-11-rum
54 ```
55 Alpine:
56 ```sh
57 apk add git build-base postgresql-dev
58 git clone https://github.com/postgrespro/rum /tmp/rum
59 cd /tmp/rum
60 make USE_PGXS=1
61 make USE_PGXS=1 install
62 cd
63 rm -r /tmp/rum
64 ```
65 #### (Optional) Performance configuration
66 For optimal performance, you may use [PGTune](https://pgtune.leopard.in.ua), don't forget to restart postgresql after editing the configuration
67
68 Debian/Ubuntu:
69 ```sh
70 systemctl restart postgresql
71 ```
72 Alpine:
73 ```sh
74 rc-service postgresql restart
75 ```
76 ### Installing Pleroma
77 ```sh
78 # Create the Pleroma user
79 adduser --system --shell /bin/false --home /opt/pleroma pleroma
80
81 # Set the flavour environment variable to the string you got in Detecting flavour section.
82 # For example if the flavour is `arm64-musl` the command will be
83 export FLAVOUR="arm64-musl"
84
85 # Clone the release build into a temporary directory and unpack it
86 su pleroma -s $SHELL -lc "
87 curl 'https://git.pleroma.social/api/v4/projects/2/jobs/artifacts/stable/download?job=$FLAVOUR' -o /tmp/pleroma.zip
88 unzip /tmp/pleroma.zip -d /tmp/
89 "
90
91 # Move the release to the home directory and delete temporary files
92 su pleroma -s $SHELL -lc "
93 mv /tmp/release/* /opt/pleroma
94 rmdir /tmp/release
95 rm /tmp/pleroma.zip
96 "
97 # Create uploads directory and set proper permissions (skip if planning to use a remote uploader)
98 # Note: It does not have to be `/var/lib/pleroma/uploads`, the config generator will ask about the upload directory later
99
100 mkdir -p /var/lib/pleroma/uploads
101 chown -R pleroma /var/lib/pleroma
102
103 # Create custom public files directory (custom emojis, frontend bundle overrides, robots.txt, etc.)
104 # Note: It does not have to be `/var/lib/pleroma/static`, the config generator will ask about the custom public files directory later
105 mkdir -p /var/lib/pleroma/static
106 chown -R pleroma /var/lib/pleroma
107
108 # Create a config directory
109 mkdir -p /etc/pleroma
110 chown -R pleroma /etc/pleroma
111
112 # Run the config generator
113 su pleroma -s $SHELL -lc "./bin/pleroma_ctl instance gen --output /etc/pleroma/config.exs --output-psql /tmp/setup_db.psql"
114
115 # Create the postgres database
116 su postgres -s $SHELL -lc "psql -f /tmp/setup_db.psql"
117
118 # Create the database schema
119 su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate"
120
121 # If you have installed RUM indexes uncommend and run
122 # su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate --migrations-path priv/repo/optional_migrations/rum_indexing/"
123
124 # Start the instance to verify that everything is working as expected
125 su pleroma -s $SHELL -lc "./bin/pleroma daemon"
126
127 # Wait for about 20 seconds and query the instance endpoint, if it shows your uri, name and email correctly, you are configured correctly
128 sleep 20 && curl http://localhost:4000/api/v1/instance
129
130 # Stop the instance
131 su pleroma -s $SHELL -lc "./bin/pleroma stop"
132 ```
133
134 ### Setting up nginx and getting Let's Encrypt SSL certificaties
135
136 ```sh
137 # Get a Let's Encrypt certificate
138 certbot certonly --standalone --preferred-challenges http -d yourinstance.tld
139
140 # Copy the Pleroma nginx configuration to the nginx folder
141 # The location of nginx configs is dependent on the distro
142
143 # For Debian/Ubuntu:
144 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/sites-available/pleroma.nginx
145 ln -s /etc/nginx/sites-available/pleroma.nginx /etc/nginx/sites-enabled/pleroma.nginx
146 # For Alpine:
147 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/conf.d/pleroma.conf
148 # If your distro does not have either of those you can append
149 # `include /etc/nginx/pleroma.conf` to the end of the http section in /etc/nginx/nginx.conf and
150 cp /opt/pleroma/installation/pleroma.nginx /etc/nginx/pleroma.conf
151
152 # Edit the nginx config replacing example.tld with your (sub)domain
153 $EDITOR path-to-nginx-config
154
155 # Verify that the config is valid
156 nginx -t
157
158 # Start nginx
159 # For Debian/Ubuntu:
160 systemctl start nginx
161 # For Alpine:
162 rc-service nginx start
163 ```
164
165 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.
166
167 ### Setting up a system service
168 Debian/Ubuntu:
169 ```sh
170 # Copy the service into a proper directory
171 cp /opt/pleroma/installation/pleroma.service /etc/systemd/system/pleroma.service
172
173 # Start pleroma and enable it on boot
174 systemctl start pleroma
175 systemctl enable pleroma
176 ```
177 Alpine:
178 ```sh
179 # Copy the service into a proper directory
180 cp /opt/pleroma/installation/init.d/pleroma /etc/init.d/pleroma
181
182 # Start pleroma and enable it on boot
183 rc-service pleroma start
184 rc-update add pleroma
185 ```
186
187 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.
188
189 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)
190
191 ## Post installation
192
193 ### Setting up auto-renew Let's Encrypt certificate
194 ```sh
195 # Create the directory for webroot challenges
196 mkdir -p /var/lib/letsencrypt
197
198 # Uncomment the webroot method
199 $EDITOR path-to-nginx-config
200
201 # Verify that the config is valid
202 nginx -t
203 ```
204 Debian/Ubuntu:
205 ```sh
206 # Restart nginx
207 systemctl restart nginx
208
209 # Ensure the webroot menthod and post hook is working
210 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --dry-run --post-hook 'systemctl nginx reload'
211
212 # Add it to the daily cron
213 echo '#!/bin/sh
214 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --post-hook "systemctl reload nginx"
215 ' > /etc/cron.daily/renew-pleroma-cert
216 chmod +x /etc/cron.daily/renew-pleroma-cert
217
218 # If everything worked the output should contain /etc/cron.daily/renew-pleroma-cert
219 run-parts --test /etc/cron.daily
220 ```
221 Alpine:
222 ```sh
223 # Restart nginx
224 rc-service nginx restart
225
226 # Start the cron daemon and make it start on boot
227 rc-service crond start
228 rc-update add crond
229
230 # Ensure the webroot menthod and post hook is working
231 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --dry-run --post-hook 'rc-service nginx reload'
232
233 # Add it to the daily cron
234 echo '#!/bin/sh
235 certbot renew --cert-name yourinstance.tld --webroot -w /var/lib/letsencrypt/ --post-hook "rc-service nginx reload"
236 ' > /etc/periodic/daily/renew-pleroma-cert
237 chmod +x /etc/periodic/daily/renew-pleroma-cert
238
239 # If everything worked this should output /etc/periodic/daily/renew-pleroma-cert
240 run-parts --test /etc/periodic/daily
241 ```
242 ### Running mix tasks
243 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.
244
245 So for example, if the task is `mix pleroma.user set admin --admin`, you should run it like this:
246 ```sh
247 su pleroma -s $SHELL -lc "./bin/pleroma_ctl user set admin --admin"
248 ```
249
250 ## Create your first user and set as admin
251 ```sh
252 cd /opt/pleroma/bin
253 su pleroma -s $SHELL -lc "./bin/pleroma_ctl user new joeuser joeuser@sld.tld --admin"
254 ```
255 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.
256
257 ### Updating
258 Generally, doing the following is enough:
259 ```sh
260 # Download the new release
261 su pleroma -s $SHELL -lc "./bin/pleroma_ctl update"
262
263 # Migrate the database, you are advised to stop the instance before doing that
264 su pleroma -s $SHELL -lc "./bin/pleroma_ctl migrate"
265 ```
266 But you should **always check the release notes/changelog** in case there are config deprecations, special update steps, etc.
267
268 ## Further reading
269
270 * [Backup your instance](../administration/backup.md)
271 * [Hardening your instance](../configuration/hardening.md)
272 * [How to activate mediaproxy](../configuration/howto_mediaproxy.md)
273 * [Updating your instance](../administration/updating.md)