Files
zulip/docs/production/install.md

204 lines
8.8 KiB
Markdown

# Install a Zulip server
You can choose from several convenient options for hosting Zulip:
- Follow these instructions to **install a self-hosted Zulip server on a system
of your choice**.
- Use Zulip's [Docker image](deployment.md#zulip-in-docker).
- Use a preconfigured
[DigitalOcean droplet](https://marketplace.digitalocean.com/apps/zulip?refcode=3ee45da8ee26)
- Use [Zulip Cloud](https://zulip.com/plans/) hosting. Read our [guide to choosing between Zulip Cloud and
self-hosting](https://zulip.com/help/zulip-cloud-or-self-hosting).
To **import data** from [Slack][slack-import], [Mattermost][mattermost-import], [Rocket.Chat][rocketchat-import], [Zulip Cloud][zulip-cloud-import], or [another Zulip
server][zulip-server-import], follow the linked instructions.
You can **try out Zulip** before setting up your own server by [checking
it out](https://chat.zulip.org/?show_try_zulip_modal) in the Zulip development community,
or [creating a free test organization](https://zulip.com/new/) on Zulip Cloud.
:::{note}
These instructions are for self-hosting Zulip. To
[contribute](../contributing/contributing.md) to the project, set up the
[development environment](../development/overview.md).
:::
## Installation process overview
0. [Set up a base server](#step-0-set-up-a-base-server)
1. [Download the latest release](#step-1-download-the-latest-release)
1. [Install Zulip](#step-2-install-zulip)
1. [Create a Zulip organization, and log in](#step-3-create-a-zulip-organization-and-log-in)
That's it! Once installation is complete, you can
[configure](settings.md) Zulip to suit your needs.
## Step 0: Set up a base server
Provision and log in to a fresh Ubuntu or Debian system in your preferred
hosting environment that satisfies the [installation
requirements](requirements.md) for your expected usage level.
## Step 1: Download the latest release
Download and unpack [the latest server
release](https://download.zulip.com/server/zulip-server-latest.tar.gz)
(**Zulip Server {{ LATEST_RELEASE_VERSION }}**) with the following commands:
```bash
cd $(mktemp -d)
curl -fLO https://download.zulip.com/server/zulip-server-latest.tar.gz
tar -xf zulip-server-latest.tar.gz
```
To verify the download, see [the sha256sums of our release
tarballs](https://download.zulip.com/server/SHA256SUMS.txt).
## Step 2: Install Zulip
To set up Zulip with the most common configuration, first become the
`root` user, if you are not already:
```bash
[ "$(whoami)" != "root" ] && sudo -s
```
Then, run the installer, providing your email address and the public
hostname that users will be able to access your server with:
```bash
./zulip-server-*/scripts/setup/install --push-notifications --certbot \
--email=YOUR_EMAIL --hostname=YOUR_HOSTNAME
```
This command will immediately prompt you to agree to Zulip's [Terms of
Service][terms], so that your server can be registered for the [Mobile Push
Notification Service](mobile-push-notifications.md). To skip registering for
access to push notifications at this time, remove the `--push-notifications`
flag.
:::{note}
When registering for push notifications, you can configure whether your server
will submit aggregate usage statistics. See `--no-submit-usage-statistics`
[installer option](#installer-options) for details.
:::
The installer takes a few minutes to run, as it installs Zulip's dependencies. It is
designed to be idempotent: if the script fails, once you've corrected the cause
of the failure, you can just rerun the script. For more information, see
[installer details](deployment.md#zulip-installer-details) and
[troubleshooting](troubleshooting.md#troubleshooting-the-zulip-installer).
#### Installer options
- `--email=it-team@example.com`: A **real email address for the person
or team who maintains the Zulip installation**. Zulip users on your
server will see this as the contact email in automated emails, on
help pages, on error pages, etc. If you use the [Mobile Push
Notification Service](mobile-push-notifications.md), this is used as
a point of contact. You can later configure a display name for your
contact email with the `ZULIP_ADMINISTRATOR`
[setting][doc-settings].
- `--hostname=zulip.example.com`: The user-accessible domain name for this Zulip
server, i.e., what users will type in their web browser. This becomes
`EXTERNAL_HOST` in the Zulip [settings][doc-settings].
- `--certbot`: With this option, the Zulip installer automatically obtains an
SSL certificate for the server [using Certbot][doc-certbot], and configures a
cron job to renew the certificate automatically. If you prefer to acquire an
SSL certificate another way, it's easy to [provide it to
Zulip][doc-ssl-manual].
- `--push-notifications`/`--no-push-notifications`: With this option, the Zulip
installer registers your server for the [Mobile Push Notification
Service](mobile-push-notifications.md), and sets up the initial default
configuration. You will be immediately prompted to agree to the [Terms of
Service][terms], and your server will be registered at the end of the
installation process. You can learn more [about the
service](mobile-push-notifications.md) and why it's [necessary for push
notifications](mobile-push-notifications.md#why-a-push-notification-service-is-necessary).
- `--no-submit-usage-statistics`: If you enable push notifications, by default
your server will submit [basic
metadata](mobile-push-notifications.md#uploading-basic-metadata) (required for
billing and for determining free plan eligibility), as well as [aggregate
usage statistics](mobile-push-notifications.md#uploading-usage-statistics).
You can disable submitting usage statistics by passing this flag. If push
notifications are not enabled, no data will be submitted, so this flag is
redundant.
- `--agree-to-terms-of-service`: If you're using the `--push-notifications` flag,
you can pass this additional flag to indicate that you have read and agree to
the [Terms of Service][terms].
This skips the Terms of Service prompt, allowing for running the installer
with `--push-notifications` in scripts without requiring user input.
- `--self-signed-cert`: With this option, the Zulip installer
generates a self-signed SSL certificate for the server. This isn't
suitable for production use (unless your server is [behind a reverse
proxy][reverse-proxy]), but may be convenient for testing.
For advanced installer options, see our [deployment options][doc-deployment-options]
documentation.
:::{important}
If you are importing data, stop here and return to the import instructions for
[Slack][slack-import], [Mattermost][mattermost-import],
[Rocket.Chat][rocketchat-import], [Zulip Cloud][zulip-cloud-import], [a server backup][zulip-backups], or [another Zulip server][zulip-server-import].
:::
[doc-settings]: settings.md
[doc-certbot]: ssl-certificates.md#certbot-recommended
[doc-ssl-manual]: ssl-certificates.md#manual-install
[doc-deployment-options]: deployment.md#advanced-installer-options
[zulip-backups]: export-and-import.md#backups
[reverse-proxy]: reverse-proxies.md
[slack-import]: https://zulip.com/help/import-from-slack
[mattermost-import]: https://zulip.com/help/import-from-mattermost
[rocketchat-import]: https://zulip.com/help/import-from-rocketchat
[zulip-cloud-import]: export-and-import.md#import-into-a-new-zulip-server
[zulip-server-import]: export-and-import.md#import-into-a-new-zulip-server
## Step 3: Create a Zulip organization, and log in
When the installation process is complete, the install script prints a secure
one-time-use organization creation link. Open this link in your browser, and
follow the prompts to set up your organization and your own user account. Your
Zulip organization is ready to use!
:::{note}
You can generate a new organization creation link by running `manage.py
generate_realm_creation_link` on the server. See also our guide on running
[multiple organizations on the same server](multiple-organizations.md).
:::
## Getting started with Zulip
To really see Zulip in action, you'll need to get the people you work
together with using it with you.
- [Set up outgoing email](email.md) so Zulip can confirm new users'
email addresses and send notifications.
- Learn how to [get your organization started][realm-admin-docs] using
Zulip at its best.
Learning more:
- Subscribe to the [Zulip announcements email
list](https://groups.google.com/g/zulip-announce) for
server administrators. This extremely low-traffic list is for
important announcements, including [new
releases](../overview/release-lifecycle.md) and security issues.
- Follow us on [Mastodon](https://fosstodon.org/@zulip) or
[X/Twitter](https://x.com/zulip).
- Learn how to [configure your Zulip server settings](settings.md).
- Learn about [Backups, export and import](export-and-import.md)
and [upgrading](upgrade.md) a production Zulip
server.
[realm-admin-docs]: https://zulip.com/help/moving-to-zulip
[terms]: https://zulip.com/policies/terms