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README overhaul
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wfarr committed Mar 5, 2013
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Expand Up @@ -8,56 +8,94 @@ This repository template is just a basic example of _how_ to do things with them

## Getting Started

1. Install Xcode Command Line Tools and/or full Xcode.
* If using full Xcode, you'll need to agree to the license by running: `xcodebuild -license`
1. Create a new repository on GitHub as your user for your Boxen. (eg.
`wfarr/my-boxen`). **Make sure it is a private repository!**
1. Use your install of [boxen-web](https://github.com/boxen/boxen-web) or get running manually like so:
```
sudo mkdir -p /opt/boxen
sudo chown ${USER}:admin /opt/boxen
mkdir -p ~/src/my-boxen
cd ~/src/my-boxen
git init
git remote add upstream https://github.com/boxen/our-boxen
git fetch upstream
git checkout -b master upstream/master
git remote add origin https://github.com/wfarr/my-boxen
git push origin master
script/boxen
```

1. Close and reopen your Terminal. If you have a shell config file
(eg. `~/.bashrc`) you'll need to add this at the very end:
`[ -f /opt/boxen/env.sh ] && source /opt/boxen/env.sh`, and reload
your shell.
1. Confirm the Boxen env has loaded: `boxen --env`

Now you have your own my-boxen repo that you can hack on.
You may have noticed we didn't ask you to fork the repo.
This is because when our-boxen goes open source that'd have some
implications about your fork also potentially being public.
That's obviously quite bad, so that's why we strongly suggest you
create an entirely separate repo and simply pull the code in, as shown above.

## Getting your users started _after_ your "fork" exists

1. Install the Xcode Command Line Tools (full Xcode install optional).
1. Point them at your private install of [boxen-web](https://github.com/boxen/boxen-web), **OR** have them run the following:
To give you a brief overview, we're going to:

* Install dependencies (basically XCode)
* Bootstrap a boxen for your self/team/org/company
* Then convert your local copy of that boxen to the post-bootstrapped version

There are a few potential conflicts to keep in mind.
Boxen does its best not to get in the way of a dirty system,
but you should check into the following before attempting to install your
boxen on any machine (we do some checks before every Boxen run to try
and detect most of these and tell you anyway):

* Boxen __requires__ at least the XCode Command Line Tools installed.
* Boxen __will not__ work with an existing rvm install.
* Boxen __may not__ play nice with an existing rbenv install.
* Boxen __may not__ play nice with an existing chruby install.
* Boxen __may not__ play nice with an existing homebrew install.
* Boxen __may not__ play nice with an existing nvm install.
* Boxen __recommends__ installing the full XCode.

### Dependencies

**Install the XCode Command Lines Tools and/or full XCode.**
This will grant you the most predictable behavior in building apps like
MacVim.

How do you do it?

1. Install XCode from the Mac App Store.
1. Open XCode.
1. Open the Preferences window (`Cmd-,`).
1. Go to the Downloads tab.
1. Install the Command Line Tools.

### Bootstrapping

Create a **new** git repository somewhere.
It can be private or public -- it really doesn't matter.
If you're making a repository on GitHub, you _may not_ want to fork this repo
to get started.
The reason for that is that you can't really make private forks of public
repositories easily.

Once you've done that, you can run the following to get bootstrap
your boxen:

```
sudo mkdir -p /opt/boxen
sudo chown ${USER}:admin /opt/boxen
git clone https://github.com/yourorg/yourreponame.git /opt/boxen/repo
git clone https://github.com/boxen/our-boxen /opt/boxen/repo
cd /opt/boxen/repo
git remote rm origin
git remote add origin <the location of my new git repository>
git push -u origin master
```

### Distributing

That's enough to get your boxen into a usable state on other machines,
usually.
From there, we recommend setting up
[boxen-web](https://github.com/boxen/boxen-web)
as an easy way to automate letting other folks install your boxen.

If you _don't_ want to use boxen-web, folks can get using your boxen like so:

```
sudo mkdir -p /opt/boxen
sudo chown ${USER}:admin /opt/boxen
git clone <location of my new git repository> /opt/boxen/repo
cd /opt/boxen/repo
script/boxen
```

It should run successfully, and should tell you to source a shell script
in your environment.
For users without a bash or zsh config or a `~/.profile` file,
Boxen will create a shim for you that will work correctly.
If you do have a `~/.bashrc` or `~/.zshrc`, your shell will not use
`~/.profile` so you'll need to add a line like so at _the end of your config_:

# add boxen to your shell config, at the end, eg.
echo '[ -f /opt/boxen/env.sh ] && source /opt/boxen/env.sh'
``` sh
[ -f /opt/boxen/env.sh ] && source /opt/boxen/env.sh
```

Open a new terminal, `boxen --env` to confirm.
Once your shell is ready, open a new tab/window in your Terminal
and you should be able to successfully run `boxen --env`.
If that runs cleanly, you're in good shape.

## What You Get

Expand Down Expand Up @@ -86,7 +124,7 @@ You can always check out the number of existing modules we already
provide as optional installs under the
[boxen organization](https://github.com/boxen). These modules are all
tested to be compatible with Boxen. Use the `Puppetfile` to pull them
in dependencies automatically whenever `boxen` is run.
in dependencies automatically whenever `boxen` is run.

### Including boxen modules from github (boxen/puppet-<name>)

Expand All @@ -108,15 +146,15 @@ boxen repo (ex. /path/to/your-boxen/Puppetfile):
github "ruby", "1.0.0"
github "stdlib", "3.0.0", :repo => "puppetlabs/puppetlabs-stdlib"
github "sudo", "1.0.0"

# Optional/custom modules. There are tons available at
# https://github.com/boxen.

github "java", "1.0.5"
In the above snippet of a customized Puppetfile, the bottom line
includes the Java module from Github using the tag "1.0.5" from the github repository
"boxen/puppet-java". The function "github" is defined at the top of the Puppetfile

In the above snippet of a customized Puppetfile, the bottom line
includes the Java module from Github using the tag "1.0.5" from the github repository
"boxen/puppet-java". The function "github" is defined at the top of the Puppetfile
and takes the name of the module, the version, and optional repo location:

def github(name, version, options = nil)
Expand All @@ -133,11 +171,11 @@ Now Puppet knows where to download the module from when you include it in your s

### Node definitions

Puppet has the concept of a
['node'](http://docs.puppetlabs.com/references/glossary.html#agent),
which is essentially the machine on which Puppet is running. Puppet looks for
[node definitions](http://docs.puppetlabs.com/learning/agent_master_basic.html#node-definitions)
in the `manifests/site.pp` file in the Boxen repo. You'll see a default node
Puppet has the concept of a
['node'](http://docs.puppetlabs.com/references/glossary.html#agent),
which is essentially the machine on which Puppet is running. Puppet looks for
[node definitions](http://docs.puppetlabs.com/learning/agent_master_basic.html#node-definitions)
in the `manifests/site.pp` file in the Boxen repo. You'll see a default node
declaration that looks like the following:

``` puppet
Expand All @@ -151,15 +189,15 @@ node default {

### How Boxen interacts with Puppet

Boxen runs everything declared in `manifests/site.pp` by default.
But just like any other source code, throwing all your work into one massive
file is going to be difficult to work with. Instead, we recommend you
use modules in the `Puppetfile` when you can and make new modules
in the `modules/` directory when you can't. Then add `include $modulename`
for each new module in `manifests/site.pp` to include them.
One pattern that's very common is to create a module for your organization
(e.g., `modules/github`) and put an environment class in that module
to include all of the modules your organization wants to install for
Boxen runs everything declared in `manifests/site.pp` by default.
But just like any other source code, throwing all your work into one massive
file is going to be difficult to work with. Instead, we recommend you
use modules in the `Puppetfile` when you can and make new modules
in the `modules/` directory when you can't. Then add `include $modulename`
for each new module in `manifests/site.pp` to include them.
One pattern that's very common is to create a module for your organization
(e.g., `modules/github`) and put an environment class in that module
to include all of the modules your organization wants to install for
everyone by default. An example of this might look like so:

``` puppet
Expand All @@ -174,8 +212,8 @@ everyone by default. An example of this might look like so:
}
```

If you'd like to read more about how Puppet works, we recommend
checking out [the official documentation](http://docs.puppetlabs.com/)
If you'd like to read more about how Puppet works, we recommend
checking out [the official documentation](http://docs.puppetlabs.com/)
for:

* [Modules](http://docs.puppetlabs.com/learning/modules1.html#modules)
Expand All @@ -185,7 +223,7 @@ everyone by default. An example of this might look like so:

### Creating a personal module

See [the documentation in the
See [the documentation in the
`modules/people`](modules/people/README.md)
directory for creating per-user modules that don't need to be applied
globally to everyone.
Expand Down

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