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Digital Ocean

Overview

Basic hosting steps:
  1. Create an SSH key, which you'll use for a secure connection to your server. (One Time Only)
  2. Sign up for a droplet on Digital Ocean. (One Time Only)
  3. Install and configure Node, PostgreSQL, and other necessary software on your droplet. (Once per droplet)
  4. Push working code to GitHub. Make sure express.static points to build folder. (Once per project)
  5. Clone project from GitHub to server and npm install. (Once per project)
  6. Create .env/config.js files on server. (Once per project)
  7. Create a build with npm run build. (Once per project)
  8. Run pm2 (so hosted project is always running). (Once per project)
Optional steps:
  1. Set up nginx to host multiple projects on same droplet.
  2. Set up a domainname to point to your droplet's IP address.
Steps for making changes to a project that is already hosted:
Hosting your database on Digital Ocean

SSH key

An SSH key gives us a secure connection to our server droplet. YOU WILL ONLY DO THIS ONCE ON YOUR COMPUTER. DO NOT REPEAT THIS STEP UNLESS YOU KNOW YOU NEED TO. IT WILL DESTROY YOUR OLD KEY, AND YOU WILL LOSE ACCESS TO YOUR PREVIOUS DROPLETS.

IF YOU ARE UNSURE, CHECK WITH THIS COMMAND FIRST AT THE ROOT OF YOUR TERMINAL

ls ~/.ssh/*.pub

This will output all of your public SSH keys, if any are available.

Only create one SSH key per computer.

Creating a key

  • To begin the creation process, from any folder, type ssh-keygen -t rsa. Alternatively, add ssh-keygen -t rsa -b 4096 to add 4096-bit encryption (rather than the default 2048).

  • You will be asked for a location and filename. Just press enter to use the defaults.

Generating public/private rsa key pair.
Enter file in which to save the key (/Users/username/.ssh/id_rsa):
  • You will be asked to enter a password. It's an invisible entry field, so you won't see the password or even placeholder characters. YOU MUST NOT FORGET THIS PASSWORD. It cannot be recovered. Make sure it is something you can remember.
Enter passphrase (empty for no passphrase):
Enter same passphrase again:
  • Two files will then be created in the .ssh in the home folder of your computer (i.e., in ~/.ssh). These files are id_rsa and id_rsa.pub, your private and public keys, respectively. You will notice a randomart image of your key like the one below.
Your identification has been saved in demo_rsa.
Your public key has been saved in demo_rsa.pub.
The key fingerprint is:
cc:28:30:44:01:41:98:cf:ae:b6:65:2a:f2:32:57:b5 user@user.local
The key's randomart image is:
+--[ RSA 2048]----+
|       o=.       |
|    o  o++E      |
|   + . Ooo.      |
|    + O B..      |
|     = *S.       |
|      o          |
|                 |
|                 |
|                 |
+-----------------+
  • You will copy the public key (id_rsa.pub) to give to Digital Ocean. You will not give out the private key. To see the public key, type cat ~/.ssh/id_rsa.pub. This will show you a long string starting with ssh-rsa and ending with an email address.
  • You can also copy the key using pbcopy < ~/.ssh/id_rsa.pub.

ssh-keygen
this is the whole ssh-keygen process


Digital Ocean account

  • Sign up for a droplet on Digital Ocean.
  • In the Security Settings, paste in the public SSH key. Give it a name to remember which key it is, probably something like "Michelle-Macbook" to remember which computer it is connected to.
  • Most students should choose Ubuntu for the operation system.
  • Select a droplet size. Most students choose the cheapest droplet (about $5 per month).
  • When asked, choose a data center close to you (e.g, San Francisco for the West Coast).
  • Select the SSH key you registered earlier.
  • Choose a droplet name that can represent multiple projects, not just one (e.g., "kevin-droplet" rather than "personal-project").
  • Once the droplet is created, you will receive the droplet's IP address. You will use this to connect to your server through the command line, and you will also use it to log on to the site once it is hosted (unless you set up a domain).
Possible issues:
  • When pasting in your SSH key, you might get an error saying your private key is invalid, even when you are sure you copied the correct key. This can happen if you accidentally copied spaces at the end of the key string. This especially happens with Windows users using git bash, even when it looks like there are no extra spaces in the selection. Try pasting the key into Notepad or another editor (like VS Code) and then copying again from there.

Creating Droplet Walkthrough


connect to server

  • Open Terminal.app or another command line interface.
  • Type ssh root@your.ip.address.here (e.g., ssh root@127.48.12.123) to connect to your droplet through the command line.
  • You will need your password to connect. YOU DIDN'T FORGET IT, DID YOU?
Additional SSH login options

 

Change SSH passphrase

If you need to change your passphrase you need to know your old passphrase. If you do change it, don't forget you cannot recover passphrases, so you will have to take care to remember the new one.

  • Type ssh-keygen -p -f ~/.ssh/id_dsa. You will be prompted to enter your old passphrase and then the new passphrase (twice).

 

Add SSH password to ssh-agent keychain

To log in without typing your password, you can add the password to the ssh-agent, a program that holds private keys for authentication. See these docs for more.

  • Start the ssh-agent by running ssh-agent -s.

  • Modify the hidden SSH config file on your computer to automatically load keys into ssh-agent's keychain.

    • Open the config file using nano ~/.ssh/config.
    • Add the following to the config file:
    Host *
        AddKeysToAgent yes
        UseKeyChain yes
        IdentityFile ~/.ssh/id_rsa
  • Add your SSH private key to the ssh-agent by running ssh-add -K ~/.ssh/id_rsa.

 

Custom SSH login

If you find it inconvenient to type in your IP address when logging into your server, try customizing your SSH login.

  • On your local computer open the hidden SSH config file in your home folder. If you want to use nano, you can enter nano ~/.ssh/config.

  • Inside this file, enter a Host, User, and Hostname in the format below. The Host will be the name you want to use for logging in, and the Hostname will be the IP address for the server. The User will be either "root" or the user if you created a user on the server. Optionally, you can specify a port or leave out this line (which sets the port to its default, 22). Below is a sample config file. A person could log in to the 123.456.7.89 droplet from this computer using either ssh bakerc to log in as root or ssh bakerm to log in as user mb.

    Host bakerc
        User root
        Hostname 123.456.7.89

    Host bakerm
        User mb
        Hostname 123.456.7.89

ssh root
this is what it will look like the first time you ssh into your server


All In One Setup

We can setup our server with all the basics it will need with the script below. We will talk about what each part is doing in the following sections.

Copy all of this in at once into your server terminal. You will only do this ONCE when creating a new droplet. You do not repeat these steps for each project.

touch /swapfile;fallocate -l 1G /swapfile;chmod 600 /swapfile;mkswap /swapfile;swapon /swapfile;sudo add-apt-repository ppa:certbot/certbot -y;apt-get update -y && apt-get dist-upgrade -y; sudo apt-get install python-certbot-nginx -y; apt-get install nodejs -y;apt-get install npm -y;npm i -g n;n stable;npm i -g npm;npm i -g pm2;apt-get install nginx -y;npm i -g yarn;

What this is doing

prep code for production

.env variables
  • On local machine, instead of using absolute paths (e.g., 'http://localhost:3200/auth') use environment variables. In other words, everywhere you have a full path with "localhost" in it, replace that path string with a reference to a variable, and store that variable and value in your .env file.

    • For example, if you have an <a> tag with a link like this...

      <a href={"http://localhost:3200/auth"}><li>Log in</li></a>

      ... replace the string so it says something like this:

      <a href={process.env.REACT_APP_LOGIN}><li>Log in</li></a>

  • The only places you should have reference to localhost are in the package.json, .env, launch.json, or the registerServiceworker.js (though you can delete the last one)

    • In the .env file, store the variable. No need for a keyword like var or const. Also, quotation marks are optional (unless there is a space inside the string, in which case they are required). The variable for the example above would look like this inside the .env file:

      REACT_APP_LOGIN=http://localhost:3200/auth

  • Replacing full paths with environment variables is generally a good idea throughout your whole app (both front end and back). For create-react-app, however, keep something in mind: Your React front end can only access variables that start with REACT_APP_. The npm start command builds them into the app. Variables that are accessed outside of React (i.e., in your back end), do not need the REACT_APP_ prefix.

Optional - Make local copy of production .env

We can create a local copy of the .env that we will want to use in production. This will make it slightly eaiser to set our project up on Digital Ocean (or we can do all this on the server directly through vim / nano)

  • In the .gitignore add .env.prod

  • copy the .env file and name it .env.prod

  • Change the .env.prod file to have any differences that we need on the server (remove localhost, change database, use real keys etc...)

build folder
  • Make sure the project is working on your local machine.

  • Run npm run build to create a build folder.

  • In your server, use the code below to point your server to your front end static files. This tells express to look for a build folder. The __dirname variable tells it to start at the current file where Node is running (i.e., your server file), and /../build tells it to then go up one file and into a build folder. app.use( express.static( `${__dirname}/../build` ) );

  • If you are using React Router's browserHistory, you'll need to use Node's built-in path.join() method as a catch-all to ensure the index.html file is given on the other route (NOTE: This does not apply to react-router-dom). Although path is built in, you must require it with const path = require('path');. Then invoke the join() method in your server near the end, below all other endpoints, since this endpoint uses an asterisk as a catch-all for everything other than specified endpoints.

    const path = require('path'); // Usually moved to the start of file
    
    app.get('*', (req, res)=>{
        res.sendFile(path.join(__dirname, '../build/index.html'));
    });
Other recommendations
Title the app

Inside your index.html file, find the <title> tags inside the <head>. If you used create-react-app, the index.html file will be inside the public/ folder and the title tags will say <title>React App</title>. Inside <title></title>, put the name of your app. This name will appear in the browser tab when you go to your site.

Customize the README

If you used create-react-app, your README is full of boilerplate docs about create-react-app. Delete all of this and replace it with your own content. A good use for this README is to introduce users to your app with an introduction or overview or images that help the user understand how the app works. This can be particularly useful for portfolio pieces, since potential employers will have an intro page showing them what your app is all about and what they should expect.


copy project to server

push and pull from GitHub
  • Commit and push your working code to GitHub.
  • Use `ssh root@your.ip.address' to connect to your droplet,
  • Clone the project to the server using git clone url-to-your-github-project. Once done, your code will be on the server, except for node_modules, .env variables, and a build folder (since these are all .gitignored and therefore not copied to and from GitHub).
  • cd to go into your project folder on the server.
node_modules
  • Run npm install inside the project folder on the server to install node packages.
.env file
  • Recreate any .env file or config.js in the the server.
    • Use touch .env to make an .env file.
    • Use nano .env to edit the file.
  • Go to your code editor and copy the contents of your local .env file. Inside nano on the server, paste in the contents you copied so they will now be in the server .env file. Change any full paths containing "localhost" (e.g., 'http://localhost:3100/api/users') to relative paths instead (e.g., '/api/users'). We do this because your server might be structured differently than your local machine, so we give the server a relative path, and it knows what to do from there.
  • To exit nano, use Ctrl+x to exit. It will ask if you want to save. Type Yes or y, then hit Return to confirm.
build folder
  • Create a build folder using npm run build. This will create a folder called "build" with an optimized version of your project. The express.static line you added to the server file will tell the server to look in that build folder for the static files that need to be served.
  • Now your entire project is saved to the server, including code, node_modules, .env files, and build folder. The next step is to run Node on our project to see if it works from the server.
Possible issues:
  • npm run build may fail, claiming to be unable to find @csstools/normalize.css. If this happens, you should be able to fix it with the following steps:

    • npm -v: The version should come back as 3.5.2. This is incorrect.
    • hash -r: We tell the remote system to forget everything, but especially NPM.
    • npm -v: The version should now be 6.10.0 or above
    • Delete the node modules and package-lock.json
    • npm i: Bring back your node modules
    • npm run build: It should now work.
  • If you see an error saying npm build was called without any arguments, try npm run build instead. Your package.json file shows both start and build together in the scripts section, and you are used to running npm start (with no "run" command), so you may think you can run npm build the same way. It is true that leaving out run is a shorthand way of running scripts, but there is already a built-in npm command for npm build (used to build Node add-ons FYI), and that built-in command overshadows the npm build shorthand. TL;DR: Try npm run build instead.


test with Node

  • Test to see if your hosted project works. Try running node on your server file. If, for example, your server file is called "index.js" and it is inside a folder called "server", run node server/index.js.
  • Now enter your IP address (the one Digital Ocean gave you) in the browser URL bar, followed by a : and the port your server is running on (e.g., 127.48.12.123:3100). Your hosted site should appear. You are almost done! Currently, your site is running but will stop as soon as you close the command line window or otherwise terminate the running Node process.
  • Once you've tested your site, use Ctrl+C to terminate the Node process. To keep your app running forever, move on to the final required step, in which you will install something called pm2.
Possible issues:
  • You might run Node and find that your app's front end does not appear. Perhaps you see the words Cannot GET in the browser. Try testing one of your GET endpoints to see if the back end works by typing the endpoint URL into the browser bar (e.g., '122.48.12.123:3100/api/products'). If the browser correctly displays data from your endpoint, this probably indicates that your project is hosted on the server but your server file is not pointing to your build folder correctly.
    • Carefully check the express.static line again. It is easy to miss a slash (/) or a period (.). The correct code should probably look like this: app.use( express.static( `${__dirname}/../build` ) );. Notice the __dirname variable (with two underscores), followed by a slash, then traveling up one folder and going into the build folder.
    • You might also double-check that you ran npm run build to create a build folder.

pm2

Start pm2
  • Use cd to go to the top level of your project file.
  • Use pm2 start [path to server file] to start pm2 (e.g., pm2 start server/server.js).
After starting pm2
  • Once you use the pm2 start command, your project should be running and accessible online even after closing the command line window.
  • If you need to deploy new changes to your project after hosting it, try this cheat sheet.
Possible issues:
  • Miscellaneous: Sometimes you run pm2 and it fails and you don't know why. It can be helpful to stop pm2 and instead go back to testing the project by running Node, which will often give more useful errors. Running Node also lets you see console logs in your server code, which can help you debug.
Additional pm2 commands
  • pm2 list: Shows currently running pm2 processes. Notice how each process has a UID and a PID.
  • pm2 restart [id]: Restart a specific process, replacing [id] with the process UID or PID.
  • pm2 restart all: Restart all current processes.
  • pm2 stop all: Stop all processes.
  • pm2 -h: Help. Shows other pm2 actions and options.
  • For more commands, see these Quick Start docs.

Setting Up Domains

Unless you have lots of friends that enjoy accessing websites by ip (You know they exist) You'll want to route your domain to point at your server. This is slightly different for each register. Or you can tell the registrar to let Digital Ocean manage your routes. Here is a short description of how to set up Domain records.

Google Domains

Name Cheap

Go Daddy

nginx

When you have multiple sites to host, nginx will let you keep them on the same droplet by watching for traffic coming to your droplet and routing that traffic to the appropriate project on the droplet. The Host-Helper is designed configure nginx to work with a node backend.
https://devmountain.github.io/Host-Helper/

nginx configuration using certbot We will be using NGINX to route traffic to our server code. And Certbot to setup SSL communications on our project. Below is a link to a project to help you setup the configuration of nginx and certbot. You will enter in the domain(s) that the site will be running on. The port the backend server is running on. And a filename for this configuration. It will compile all that and give you two commands to run to setup nginx, and obtain the certificates. https://devmountain.github.io/Host-Helper/
nginx configuration (For Reference)
nginx
  • The nginx/ folder should be installed in the /etc/ folder. Inside nginx/, Ubuntu should have installed multiple files and folders, including sites-available/ and sites-enabled/. If these two folders are not here, create them inside the nginx/ folder by running touch sites-available sites-enabled. Although the simplest way is to edit the default file that was probably created for you in sites-available/, it may be a better practice to leave the default file alone and instead create and configure a small file for each hosted project site.
  • After making configuration files in sites-available for each project, we will make links to those files in the sites-enabled folder. nginx uses this sites-enabled/ folder to know which projects should be active.
Configure nginx
  • Go to nginx's "sites-available/" folder by running cd /etc/nginx/sites-available.

  • SIDE NOTE: A default file was probably created automatically in sites-available/ by the installation. This file has many comments and shows sample configurations for nginx files. If you do not have a default file, below is an example of a default file. It is just a reference. We won't need it for this tutorial, so feel free to move ahead.

    default file in sites-available/
      ```
      ##
      # You should look at the following URL's in order to grasp a solid understanding
      # of Nginx configuration files in order to fully unleash the power of Nginx.
      # http://wiki.nginx.org/Pitfalls
      # http://wiki.nginx.org/QuickStart
      # http://wiki.nginx.org/Configuration
      #
      # Generally, you will want to move this file somewhere, and start with a clean
      # file but keep this around for reference. Or just disable in sites-enabled.
      #
      # Please see /usr/share/doc/nginx-doc/examples/ for more detailed examples.
      ##
    
      # Default server configuration
      #
      server {
          listen 80 default_server;
          listen [::]:80 default_server;
    
          # SSL configuration
          #
          # listen 443 ssl default_server;
          # listen [::]:443 ssl default_server;
          #
          # Note: You should disable gzip for SSL traffic.
          # See: https://bugs.debian.org/773332
          #
          # Read up on ssl_ciphers to ensure a secure configuration.
          # See: https://bugs.debian.org/765782
          #
          # Self signed certs generated by the ssl-cert package
          # Don't use them in a production server!
          #
          # include snippets/snakeoil.conf;
    
          root /var/www/html;
    
          # Add index.php to the list if you are using PHP
          index index.html index.htm index.nginx-debian.html;
    
          server_name _;
    
          location / {
              # First attempt to serve request as file, then
              # as directory, then fall back to displaying a 404.
              try_files $uri $uri/ =404;
          }
    
          # pass the PHP scripts to FastCGI server listening on 127.0.0.1:9000
          #
          #location ~ \.php$ {
          #	include snippets/fastcgi-php.conf;
          #
          #	# With php7.0-cgi alone:
          #	fastcgi_pass 127.0.0.1:9000;
          #	# With php7.0-fpm:
          #	fastcgi_pass unix:/run/php/php7.0-fpm.sock;
          #}
    
          # deny access to .htaccess files, if Apache's document root
          # concurs with nginx's one
          #
          #location ~ /\.ht {
          #	deny all;
          #}
      }
    
    
      # Virtual Host configuration for example.com
      #
      # You can move that to a different file under sites-available/ and symlink that
      # to sites-enabled/ to enable it.
      #
      #server {
      #	listen 80;
      #	listen [::]:80;
      #
      #	server_name example.com;
      #
      #	root /var/www/example.com;
      #	index index.html;
      #
      #	location / {
      #		try_files $uri $uri/ =404;
      #	}
      #}
      ```
    
  • Inside the sites-available/ folder, nano default to edit the default settings. It starts off setup to work with a PHP server, so we will start by deleting out everything in default. Hold Ctrl+k till the file is empty.

  • Add one of the server blocks below, edit only the server_name line to have your domain(s) and the proxy_pass line to have the port for your backend. Leave it as 127.0.0.1 DO NOT CHANGE it to your droplet's IP address.

Multiple nginx files If you would rather create a seperate nginx file for each project on your droplet you can.
  • Using the touch command followed by the name of your project. No file extension is needed for these files. For example, if your project is called "wonderapp", you might type touch wonderapp.
  • Use nano to open each file and put in code in the format below. Notice the comments telling you what changes to make for your project.
server {
    listen 80; #80 IS THE USUAL PORT TO USE HERE

    server_name your_project.your_domain.com; #PUT YOUR DOMAIN HERE

    location / {
        proxy_pass http://127.0.0.1:3001; #PUT YOUR SERVER PORT HERE
        proxy_http_version 1.1;
        proxy_set_header Upgrade $http_upgrade;
        proxy_set_header Connection 'upgrade';
        proxy_set_header Host $host;
        proxy_cache_bypass $http_upgrade;
    }
}
  • Go to nginx's sites-enabled/ folder by running cd /etc/nginx/sites-enabled.
  • Inside the sites-enabled/ folder create a symlink for each project using ln -s ../sites-available/[project_file_in_sites_available]. For example, if the file you previously made in sites-available/ was called wonderapp, here you would run ln -s ../sites-available/wonderapp. This creates a symlink between the file that was made in sites-available/ and the the sites-enabled/ folder.
server {
    listen 80; #80 IS THE USUAL PORT TO USE HERE

    server_name your_project.your_domain.com; #PUT YOUR DOMAIN HERE

    location / {
        proxy_pass http://127.0.0.1:3001; #PUT YOUR SERVER PORT HERE
        proxy_http_version 1.1;
        proxy_set_header Upgrade $http_upgrade;
        proxy_set_header Connection 'upgrade';
        proxy_set_header Host $host;
        proxy_cache_bypass $http_upgrade;
    }
}
  • Test the nginx configuration by running sudo nginx -t.
  • Restart nginx by running sudo service nginx restart. Your enabled sites should now be up and running as soon as you start the server (see the test with Node and pm2 sections below).
  • If you are wondering how nginx knows to check each of these new files you linked to in /sites-enabled, take a look at the nginx.conf file in the nginx/ folder by running cat /etc/nginx/nginx.conf. Near the bottom of the file, you should see include /etc/nginx/sites-enabled/*;. This line points nginx to each file in /sites-enabled, so any new file you create there will be included.
Possible issues:
  • Once you start the server and try going to the site, if you see the "Welcome to nginx" page instead of your site, you may have nginx installed and working but you may need some additional configuration. Double-check the nginx configuration for your project in sites-available/default. Double-check also that you tested and restarted nginx using sudo nginx -t and sudo service nginx restart.

forever (alternative to pm2)

forever
Install and start forever
  • Use npm install -g forever to install.
  • Use cd to go to the top level of your project file.
  • Use forever start [path to server file] to start forever (e.g., forever start server/server.js).
After starting forever
  • Once you use the forever start command, your project should be running and accessible online even after closing the command line window.
  • If you need to deploy new changes to your project after hosting it, try this cheat sheet.
Additional forever commands
  • forever list: Shows currently running forever processes. Notice how each process has a UID and a PID.
  • forever restart [id]: Restart a specific process, replacing [id] with the process UID or PID.
  • forever restartall: Restart all current processes.
  • forever stopall: Stop all processes.
  • forever -h: Help. Shows other forever actions and options.
  • forever columns [add/rm] [column name]: Format the list of processes you see when you run forever list by adding or removing columns using the column name. For instance, you might remove the "command" column or the "logfile" column if you don't find that information useful. You might add the "dir" column because it shows the project folder forever is running in, which is helpful for identifying which project is running which process.
  • -a --uid [custom UID] options together with forever start: These options let you set the UID to whatever numbers or characters you want. This can be convenient for both identifying which process is running and for easily remembering the UID so you can stop or restart the process quickly. For example, if you have an app called Foto, you could start forever with forever -a --uid foto start server/server.js to create a "foto" UID, and forever restart foto to restart that process.
Possible issues:
  • -a option: When starting a process, you may see these two errors:error: Cannot start forever and error: log file /root/.forever/[some_process].log exists. Use the -a or --append option to append log. If so, trying simply adding the -a option to your previous start command.
  • Miscellaneous: Sometimes you run forever and it fails and you don't know why. It can be helpful to stop forever and instead go back to testing the project by running Node, which will often give more useful errors. Running Node also lets you see console logs in your server code, which can help you debug.

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