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deployments/cli/community/README.md
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deployments/cli/community/README.md
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# Self Hosting
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In this guide, we will walk you through the process of setting up a self-hosted environment. Self-hosting allows you to have full control over your applications and data. It's a great way to ensure privacy, control, and customization.
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We will cover two main options for setting up your self-hosted environment: using a cloud server or using your desktop. For the cloud server, we will use an AWS EC2 instance. For the desktop, we will use Docker to create a local environment.
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Let's get started!
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## Setting up Docker Environment
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<details>
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<summary>Option 1 - Using Cloud Server</summary>
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<p>Best way to start is to create EC2 machine on AWS. It must have minimum of 2vCPU and 4GB RAM.</p>
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<p>Run the below command to install docker engine.</p>
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`curl -fsSL https://get.docker.com | sh -`
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</details>
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---
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<details>
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<summary>Option 2 - Using Desktop</summary>
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#### For Mac
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<ol>
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<li> Download Docker Desktop for Mac from the <a href="https://hub.docker.com/editions/community/docker-ce-desktop-mac/" target="_blank">Docker Hub</a>. </li>
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<li> Double-click the downloaded `.dmg` file and drag the Docker app icon to the Applications folder. </li>
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<li>Open Docker Desktop from the Applications folder. You might be asked to provide your system password to install additional software.</li>
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</ol>
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#### For Windows:
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<ol>
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<li>Download Docker Desktop for Windows from the <a href="https://hub.docker.com/editions/community/docker-ce-desktop-windows/" target="_blank">Docker Hub</a>.</li>
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<li>Run the installer and follow the instructions. You might be asked to enable Hyper-V and "Containers" Windows features.</li>
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<li>Open Docker Desktop. You might be asked to log out and log back in, or restart your machine, for changes to take effect.</li>
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</ol>
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After installation, you can verify the installation by opening a terminal (Command Prompt on Windows, Terminal app on Mac) and running the command `docker --version`. This should display the installed version of Docker.
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</details>
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---
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## Installing Plane
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Installing plane is a very easy and minimal step process.
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### Prerequisite
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- Docker installed and running
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- OS with bash scripting enabled (Ubuntu, Linux AMI, macos). Windows systems need to have [gitbash](https://git-scm.com/download/win)
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- User context used must have access to docker services. In most cases, use sudo su to switch as root user
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- Use the terminal (or gitbash) window to run all the future steps
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### Downloading Latest Release
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```
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mkdir plane-selfhost
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cd plane-selfhost
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```
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#### For *Docker Compose* based setup
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```
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curl -fsSL -o setup.sh https://github.com/makeplane/plane/releases/latest/download/setup.sh
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chmod +x setup.sh
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```
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#### For *Docker Swarm* based setup
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```
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curl -fsSL -o setup.sh https://github.com/makeplane/plane/releases/latest/download/swarm.sh
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chmod +x setup.sh
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```
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---
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### Proceed with setup
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Above steps will set you ready to install and start plane services.
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Lets get started by running the `./setup.sh` command.
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This will prompt you with the below options.
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#### Docker Compose
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```bash
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Select an Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 1
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```
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For the 1st time setup, type "1" as action input.
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This will create a folder `plane-app` and will download 2 files inside that
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- `docker-compose.yaml`
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- `plane.env`
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Again the `options [1-8]` will be popped up, and this time hit `8` to exit.
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#### Docker Swarm
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```bash
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Select an Action you want to perform:
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1) Deploy Stack
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2) Remove Stack
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3) View Stack Status
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4) Redeploy Stack
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5) Upgrade
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6) View Logs
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7) Exit
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Action [3]: 1
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```
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For the 1st time setup, type "1" as action input.
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This will create a create a folder `plane-app` and will download 2 files inside that
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- `docker-compose.yaml`
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- `plane.env`
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Again the `options [1-7]` will be popped up, and this time hit `7` to exit.
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---
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### Continue with setup - Environment Settings
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Before proceeding, we suggest used to review `.env` file and set the values.
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Below are the most import keys you must refer to. _<span style="color: #fcba03">You can use any text editor to edit this file</span>_.
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> `LISTEN_HTTP_PORT` - This is default set to `80`. Make sure the port you choose to use is not preoccupied. (e.g `LISTEN_HTTP_PORT=8080`)
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> `WEB_URL` - This is default set to `http://localhost`. Change this to the FQDN you plan to use along with LISTEN_HTTP_PORT (eg. `https://plane.example.com:8080` or `http://[IP-ADDRESS]:8080`)
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> `CORS_ALLOWED_ORIGINS` - This is default set to `http://localhost`. Change this to the FQDN you plan to use along with LISTEN_HTTP_PORT (eg. `https://plane.example.com:8080` or `http://[IP-ADDRESS]:8080`)
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There are many other settings you can play with, but we suggest you configure `EMAIL SETTINGS` as it will enable you to invite your teammates onto the platform.
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---
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### Continue with setup - Start Server (Docker Compose)
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `2` to start the services
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```bash
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Select a Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 2
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```
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Expect something like this.
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Be patient as it might take sometime based on download speed and system configuration. If all goes well, you must see something like this
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This is the confirmation that all images were downloaded and the services are up & running.
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You have successfully self hosted `Plane` instance. Access the application by going to IP or domain you have configured it (e.g `https://plane.example.com:8080` or `http://[IP-ADDRESS]:8080`)
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---
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### Stopping the Server / Remove Stack
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In case you want to make changes to `plane.env` variables, we suggest you to stop the services before doing that.
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#### Docker Compose
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `3` to stop the services
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```bash
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Select a Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 3
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```
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If all goes well, you must see something like this
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#### Docker Swarm
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `2` to stop the services
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```bash
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Select an Action you want to perform:
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1) Deploy Stack
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2) Remove Stack
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3) View Stack Status
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4) Redeploy Stack
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5) Upgrade
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6) View Logs
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7) Exit
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Action [3]: 2
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```
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If all goes well, you will see the confirmation from docker cli
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---
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### Restarting the Server / Redeploy Stack
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In case you want to make changes to `plane.env` variables, without stopping the server or you noticed some abnormalies in services, you can restart the services with `RESTART` / `REDEPLOY` option.
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `4` to restart the services
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#### Docker Compose
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```bash
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Select a Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 4
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```
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If all goes well, you must see something like this
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#### Docker Swarm
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```bash
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1) Deploy Stack
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2) Remove Stack
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3) View Stack Status
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4) Redeploy Stack
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5) Upgrade
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6) View Logs
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7) Exit
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Action [3]: 4
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```
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If all goes well, you will see the confirmation from docker cli
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---
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### Upgrading Plane Version
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It is always advised to keep Plane up to date with the latest release.
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `5` to upgrade the release.
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#### Docker Compose
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```bash
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Select a Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 5
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```
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By choosing this, it will stop the services and then will download the latest `docker-compose.yaml` and `plane.env`.
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You must expect the below message
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Once done, choose `8` to exit from prompt.
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> It is very important for you to validate the `plane.env` for the new changes.
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Once done with making changes in `plane.env` file, jump on to `Start Server`
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#### Docker Swarm
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Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `5` to upgrade the release.
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```bash
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1) Deploy Stack
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2) Remove Stack
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3) View Stack Status
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4) Redeploy Stack
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5) Upgrade
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6) View Logs
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7) Exit
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Action [3]: 5
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```
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By choosing this, it will stop the services and then will download the latest `docker-compose.yaml` and `plane.env`.
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Once done, choose `7` to exit from prompt.
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> It is very important for you to validate the `plane.env` for the new changes.
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Once done with making changes in `plane.env` file, jump on to `Redeploy Stack`
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---
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### View Logs
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There would a time when you might want to check what is happening inside the API, Worker or any other container.
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Lets again run the `./setup.sh` command. You will again be prompted with the below options.
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This time select `6` to view logs.
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#### Docker Compose
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```bash
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Select a Action you want to perform:
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1) Install (x86_64)
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2) Start
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3) Stop
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4) Restart
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5) Upgrade
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6) View Logs
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7) Backup Data
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8) Exit
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Action [2]: 6
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```
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#### Docker Swarm
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```bash
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1) Deploy Stack
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2) Remove Stack
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3) View Stack Status
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4) Redeploy Stack
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5) Upgrade
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6) View Logs
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7) Exit
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Action [3]: 6
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```
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#### Service Menu Options for Logs
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This will further open sub-menu with list of services
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```bash
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Select a Service you want to view the logs for:
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1) Web
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2) Space
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3) API
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4) Worker
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5) Beat-Worker
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6) Migrator
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7) Proxy
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8) Redis
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9) Postgres
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10) Minio
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11) RabbitMQ
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0) Back to Main Menu
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Service: 3
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```
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Select any of the service to view the logs e.g. `3`. Expect something similar to this
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```bash
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api-1 | Waiting for database...
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api-1 | Database available!
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | Waiting for database migrations to complete...
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api-1 | No migrations Pending. Starting processes ...
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api-1 | Instance registered
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api-1 | ENABLE_SIGNUP loaded with value from environment variable.
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api-1 | ENABLE_EMAIL_PASSWORD loaded with value from environment variable.
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api-1 | ENABLE_MAGIC_LINK_LOGIN loaded with value from environment variable.
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api-1 | GOOGLE_CLIENT_ID loaded with value from environment variable.
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api-1 | GITHUB_CLIENT_ID loaded with value from environment variable.
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api-1 | GITHUB_CLIENT_SECRET loaded with value from environment variable.
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api-1 | EMAIL_HOST loaded with value from environment variable.
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api-1 | EMAIL_HOST_USER loaded with value from environment variable.
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api-1 | EMAIL_HOST_PASSWORD loaded with value from environment variable.
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api-1 | EMAIL_PORT loaded with value from environment variable.
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api-1 | EMAIL_FROM loaded with value from environment variable.
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api-1 | EMAIL_USE_TLS loaded with value from environment variable.
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api-1 | EMAIL_USE_SSL loaded with value from environment variable.
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api-1 | OPENAI_API_KEY loaded with value from environment variable.
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api-1 | GPT_ENGINE loaded with value from environment variable.
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api-1 | UNSPLASH_ACCESS_KEY loaded with value from environment variable.
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api-1 | Checking bucket...
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||||
api-1 | Bucket 'uploads' does not exist. Creating bucket...
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||||
api-1 | Bucket 'uploads' created successfully.
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api-1 | Public read access policy set for bucket 'uploads'.
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api-1 | Cache Cleared
|
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api-1 | [2024-05-02 03:56:01 +0000] [1] [INFO] Starting gunicorn 21.2.0
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api-1 | [2024-05-02 03:56:01 +0000] [1] [INFO] Listening at: http://0.0.0.0:8000 (1)
|
||||
api-1 | [2024-05-02 03:56:01 +0000] [1] [INFO] Using worker: uvicorn.workers.UvicornWorker
|
||||
api-1 | [2024-05-02 03:56:01 +0000] [25] [INFO] Booting worker with pid: 25
|
||||
api-1 | [2024-05-02 03:56:03 +0000] [25] [INFO] Started server process [25]
|
||||
api-1 | [2024-05-02 03:56:03 +0000] [25] [INFO] Waiting for application startup.
|
||||
api-1 | [2024-05-02 03:56:03 +0000] [25] [INFO] ASGI 'lifespan' protocol appears unsupported.
|
||||
api-1 | [2024-05-02 03:56:03 +0000] [25] [INFO] Application startup complete.
|
||||
|
||||
```
|
||||
|
||||
To exit this, use `CTRL+C` and then you will land on to the main-menu with the list of actions.
|
||||
|
||||
Similarly, you can view the logs of other services.
|
||||
|
||||
---
|
||||
|
||||
### Backup Data (Docker Compose)
|
||||
|
||||
There would a time when you might want to backup your data from docker volumes to external storage like S3 or drives.
|
||||
|
||||
Lets again run the `./setup.sh` command. You will again be prompted with the below options. This time select `7` to Backup the data.
|
||||
|
||||
```bash
|
||||
Select a Action you want to perform:
|
||||
1) Install (x86_64)
|
||||
2) Start
|
||||
3) Stop
|
||||
4) Restart
|
||||
5) Upgrade
|
||||
6) View Logs
|
||||
7) Backup Data
|
||||
8) Exit
|
||||
|
||||
Action [2]: 7
|
||||
```
|
||||
|
||||
In response, you can find the backup folder
|
||||
|
||||
```bash
|
||||
Backing Up plane-app_pgdata
|
||||
Backing Up plane-app_redisdata
|
||||
Backing Up plane-app_uploads
|
||||
|
||||
Backup completed successfully. Backup files are stored in /....../plane-app/backup/20240502-1120
|
||||
```
|
||||
|
||||
---
|
||||
|
||||
### Restore Data (Docker Compose)
|
||||
|
||||
When you want to restore the previously backed-up data, follow the instructions below.
|
||||
|
||||
1. Make sure that Plane-CE is installed, started, and then stopped. This ensures that the Docker volumes are created.
|
||||
|
||||
1. Download the restore script using the command below. We suggest downloading it in the same folder as `setup.sh`.
|
||||
|
||||
```bash
|
||||
curl -fsSL -o restore.sh https://github.com/makeplane/plane/releases/latest/download/restore.sh
|
||||
chmod +x restore.sh
|
||||
```
|
||||
|
||||
1. Execute the command below to restore your data.
|
||||
|
||||
```bash
|
||||
./restore.sh <path to backup folder containing *.tar.gz files>
|
||||
```
|
||||
|
||||
As an example, for a backup folder `/opt/plane-selfhost/plane-app/backup/20240722-0914`, expect the response below:
|
||||
|
||||
```bash
|
||||
--------------------------------------------
|
||||
____ _ /////////
|
||||
| _ \| | __ _ _ __ ___ /////////
|
||||
| |_) | |/ _` | '_ \ / _ \ ///// /////
|
||||
| __/| | (_| | | | | __/ ///// /////
|
||||
|_| |_|\__,_|_| |_|\___| ////
|
||||
////
|
||||
--------------------------------------------
|
||||
Project management tool from the future
|
||||
--------------------------------------------
|
||||
Found /opt/plane-selfhost/plane-app/backup/20240722-0914/pgdata.tar.gz
|
||||
.....Restoring plane-app_pgdata
|
||||
.....Successfully restored volume plane-app_pgdata from pgdata.tar.gz
|
||||
|
||||
Found /opt/plane-selfhost/plane-app/backup/20240722-0914/redisdata.tar.gz
|
||||
.....Restoring plane-app_redisdata
|
||||
.....Successfully restored volume plane-app_redisdata from redisdata.tar.gz
|
||||
|
||||
Found /opt/plane-selfhost/plane-app/backup/20240722-0914/uploads.tar.gz
|
||||
.....Restoring plane-app_uploads
|
||||
.....Successfully restored volume plane-app_uploads from uploads.tar.gz
|
||||
|
||||
|
||||
Restore completed successfully.
|
||||
```
|
||||
|
||||
1. Start the Plane instance using `./setup.sh start`.
|
||||
|
||||
---
|
||||
|
||||
### Restore for Commercial Air-Gapped (Docker Compose)
|
||||
|
||||
When you want to restore the previously backed-up data on Plane Commercial Air-Gapped version, follow the instructions below.
|
||||
|
||||
1. Download the restore script using the command below
|
||||
|
||||
```bash
|
||||
curl -fsSL -o restore-airgapped.sh https://github.com/makeplane/plane/releases/latest/download/restore-airgapped.sh
|
||||
chmod +x restore-airgapped.sh
|
||||
```
|
||||
|
||||
1. Copy the backup folder and the `restore-airgapped.sh` to `Commercial Airgapped Edition` server
|
||||
|
||||
1. Make sure that Plane Commercial (Airgapped) is extracted and ready to get started. In case it is running, you would need to stop that.
|
||||
|
||||
1. Execute the command below to restore your data.
|
||||
|
||||
```bash
|
||||
./restore-airgapped.sh <path to backup folder containing *.tar.gz files>
|
||||
```
|
||||
|
||||
1. After restoration, you are ready to start Plane Commercial (Airgapped) will all your previously saved data.
|
||||
|
||||
---
|
||||
|
||||
<details>
|
||||
<summary><h2>Upgrading from v0.13.2 to v0.14.x</h2></summary>
|
||||
|
||||
This is one time activity for users who are upgrading from v0.13.2 to v0.14.0
|
||||
|
||||
As there has been significant changes to Self Hosting process, this step mainly covers the data migration from current (v0.13.2) docker volumes from newly created volumes
|
||||
|
||||
> Before we begin with migration, make sure your v0.14.0 was started and then stopped. This is required to know the newly created docker volume names.
|
||||
|
||||
Begin with downloading the migration script using below command
|
||||
|
||||
```
|
||||
|
||||
curl -fsSL -o migrate.sh https://raw.githubusercontent.com/makeplane/plane/master/deploy/selfhost/migration-0.13-0.14.sh
|
||||
|
||||
chmod +x migrate.sh
|
||||
|
||||
```
|
||||
|
||||
Now run the `./migrate.sh` command and expect the instructions as below
|
||||
|
||||
```
|
||||
******************************************************************
|
||||
|
||||
This script is solely for the migration purpose only.
|
||||
This is a 1 time migration of volume data from v0.13.2 => v0.14.x
|
||||
|
||||
Assumption:
|
||||
1. Postgres data volume name ends with _pgdata
|
||||
2. Minio data volume name ends with _uploads
|
||||
3. Redis data volume name ends with _redisdata
|
||||
|
||||
Any changes to this script can break the migration.
|
||||
|
||||
Before you proceed, make sure you run the below command
|
||||
to know the docker volumes
|
||||
|
||||
docker volume ls -q | grep -i "_pgdata"
|
||||
docker volume ls -q | grep -i "_uploads"
|
||||
docker volume ls -q | grep -i "_redisdata"
|
||||
|
||||
*******************************************************
|
||||
|
||||
Given below list of REDIS volumes, identify the prefix of source and destination volumes leaving "_redisdata"
|
||||
---------------------
|
||||
plane-app_redisdata
|
||||
v0132_redisdata
|
||||
|
||||
Provide the Source Volume Prefix :
|
||||
```
|
||||
|
||||
**Open another terminal window**, and run the mentioned 3 command. This may be different for users who have changed the volume names in their previous setup (v0.13.2)
|
||||
|
||||
For every command you must see 2 records something like shown in above example of `redisdata`
|
||||
|
||||
To move forward, you would need PREFIX of old setup and new setup. As per above example, `v0132` is the prefix of v0.13.2 and `plane-app` is the prefix of v0.14.0 setup
|
||||
|
||||
**Back to original terminal window**, _Provide the Source Volume Prefix_ and hit ENTER.
|
||||
|
||||
Now you will be prompted to _Provide Destination Volume Prefix_. Provide the value and hit ENTER
|
||||
|
||||
```
|
||||
Provide the Source Volume Prefix : v0132
|
||||
Provide the Destination Volume Prefix : plane-app
|
||||
```
|
||||
|
||||
In case the suffixes are wrong or the mentioned volumes are not found, you will receive the error shown below. The image below displays an error for source volumes.
|
||||
|
||||

|
||||
|
||||
In case of successful migration, it will be a silent exit without error.
|
||||
|
||||
Now its time to restart v0.14.0 setup.
|
||||
</details>
|
||||
Reference in New Issue
Block a user