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Install/Upgrade

Installation has been tested on Ubuntu Linux 10.04.1 LTS (Lucid Lynx) and 10.10 (Maverick Meerkat). If you are using a different Linux distro or Mac OS X, you will need to adjust some of the commands below to match your environment.

Supplemental install notes are available for CentOS 5.5 in the doc folder.

Install Steps

We'll assume you have two computers; we'll call them the "Server" and the "Workstation." Perform each of the steps below, in order, paying close attention to where the commands should be run (Server and/or Workstation).

Do not run as the root user directly (use sudo).

0. Ruby on Your [Workstation]

You'll need Ruby 1.8.7 on your Workstation (other versions may work, but are untested).

For Ubuntu workstations, this should work (though RVM would be better here):

sudo apt-get install ruby1.8 rubygems1.8

For Windows workstations, grab the 1.8.7 RubyInstaller from here.

1. Create the Deploy User [Server]

sudo adduser deploy
sudo adduser deploy sudo
exit

Log back in as the deploy user for all remaining Server instructions.

2. Install Git, RVM, and more [Server]

sudo apt-get install git-core curl build-essential zlib1g-dev libssl-dev libreadline5-dev openssh-server imagemagick rsync postfix courier-pop
bash < <( curl http://rvm.beginrescueend.com/releases/rvm-install-latest )
echo '[[ -s "$HOME/.rvm/scripts/rvm" ]] && . "$HOME/.rvm/scripts/rvm"' >> ~/.bashrc

Log out and back in for the changes to take effect. Typing type rvm | head -n1 should display "rvm is a function".

See http://rvm.beginrescueend.com/rvm/install/ and make sure your .bashrc doesn't exit near the top.

Be sure to configure your firewall to allow access to your SSH server from your workstation.

3. Copy Your SSH Key [Workstation]

This is optional, but recommend to avoid typing your deploy password a lot.

Replace SERVER with the fully qualified hostname of your remote server.

[[ -f ~/.ssh/id_rsa.pub ]] || ssh-keygen
ssh deploy@SERVER "mkdir -p ~/.ssh; echo `cat ~/.ssh/id_rsa.pub` >> ~/.ssh/authorized_keys"

You may need to chmod 600 ~/.ssh/authorized_keys as well.

This will be different on Windows of course.

4. Install Server Software [Server]

sudo apt-get install mysql-server apache2 apache2-prefork-dev libapr1-dev libaprutil1-dev libcurl4-openssl-dev libxml2-dev libxslt1-dev
rvm install ree
rvm use ree@onebody --create --default
gem install passenger
rvmsudo passenger-install-apache2-module
rvmsudo passenger-install-apache2-module --snippet | sudo tee /etc/apache2/conf.d/passenger

See http://modrails.com/documentation/Users%20guide%20Apache.html for help with Passenger and http://rvm.beginrescueend.com/integration/passenger/ for more help setting up Passenger with RVM.

5. Download OneBody and Configure Capistrano [Workstation]

git clone git://github.com/seven1m/onebody.git
cd onebody

If you don't have Git installed on your Workstation, you can download the tarball here.

gem install capistrano
cp config/deploy.rb.example config/deploy.rb

Edit the config/deploy.rb file and set :host to the fully qualified hostname or ip address of your remote server.

Now, we're ready to setup OneBody on the remote server using Capistrano. But don't switch to the Server just yet -- keep your fingers on your Workstation for this one:

cap deploy:setup

On passwords:

  • First, you'll be asked for your 'deploy' password since this issues a sudo command on the server.
  • When asked for the "MySQL ROOT password" -- this is the password you set up for the MySQL root user when you installed MySQL. If you left it blank, then just hit enter when prompted.
  • When asked for the "Password to use for the onebody MySQL user" -- this can be anything you want.

If everything works as planned, you can move on to the biggie:

cap deploy:migrations

See the CapRecipes page on the wiki for more information about the various cap commands.

6. Setup Virtual Host [Server]

Now create a file in /etc/apache2/sites-available/onebody and add the following to it:

<VirtualHost *:80>
  ServerName example.com
  ServerAlias www.example.com
  DocumentRoot /var/www/apps/onebody/current/public
</VirtualHost>

Save and enable:

sudo a2ensite onebody
sudo /etc/init.d/apache2 restart

If you don't have any other virtual hosts on your server, you can instead open up the /etc/apache2/sites-available/default file and change DocumentRoot to point to /var/www/apps/onebody/current/public. Then just restart Apache.

Now, visit your site with a web browser, and you should see a basic front page that reads: "There are no users in the system." That is expected.

7. Create the First User [Server]

cd /var/www/apps/onebody/current
rake onebody:new_user

Follow the instructions on the screen to create the first admin user. Now go back to your web browser, refresh the page, and log in with the newly-created admin account.

8. Setup Email [Server]

At this point, you should have a working install of OneBody, with the exception of incoming and outgoing email.

Please visit the PostfixEmailSetup page on the wiki for step-by-step instructions.

Don't forget to point a DNS MX record at your server's IP address for incoming mail to work.

Upgrade Steps

Backup your MySQL database and your db directory first!

There are a few different ways to upgrade your existing OneBody install, depending on how you installed the software originally...

I originally installed via Capistrano.

Try this on your Workstation:

git fetch origin --tags && git checkout stable
# update your config/deploy.rb to add the RVM setup at the bottom
cap deploy:migrations

If you get an error about missing copy.rb, see the related note in the "Troubleshooting" section below.

Capistrano does the job of upgrading the OneBody source code on the server by cloning the Git repo, however you still should upgrade your local copy of OneBody since it's likely that the Capistrano recipes have been updated.

I originally installed via Git, manually

It is strongly recommend you install using Capistrano (follow the directions in the "Install Steps" section and the "some other method" section immediately after this one), but if you would rather just upgrade your existing Git-based install, try this on your Server:

cd /path/to/onebody
git fetch origin --tags && git checkout stable
rake gems:install
rake db:migrate
touch tmp/restart.txt

You will most likely need to upgrade certain things to make this work. See the "Troubleshooting" section below for help.

I originally installed via some other method.

The Debian package is no longer supported, since it was fairly error proned.

To upgrade, do the following on the Server:

  1. Stop Apache: sudo /etc/init.d/apache2 stop
  2. Perform a new install by following the directions above, stopping before cap deploy:setup.
  3. Run cap deploy:setup SKIP_DB_SETUP=true.
  4. Edit /var/www/apps/onebody/config/database.yml and point it to your existing database name.
  5. Run cap deploy:migrations.
  6. Point your existing virtual host (/etc/apache/sites-available/something) to /var/www/apps/onebody/current/public
  7. Start Apache: sudo /etc/init.d/apache2 start
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