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manual-setup.md

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Manual Installation

Requirements on your server

  • Node.js 10.13 or up
  • Database (PostgreSQL, MySQL, MariaDB, SQLite, MSSQL)
    The database must use charset utf8. This is typically the default in PostgreSQL and SQLite.
    In MySQL and MariaDB UTF-8 might need to be set with alter database <DBNAME> character set utf8 collate utf8_bin;
    Be aware of older MySQL and MariaDB versions which sometimes use shorter representations of UTF-8 than 4 bytes. This can break if symbols with more bytes are used. You can use alter database <DBNAME> character set utf8mb4 COLLATE utf8mb4_unicode_ci to be on the safe side.
  • NPM (and its dependencies, node-gyp)
  • Yarn
  • Bash (for the setup script)
  • For building the HedgeDoc frontend you need a machine with at least 2 GB RAM.
    • Starting with release 1.7 the release tarball includes the frontend, so building it yourself is not necessary.

Instructions

  1. Check if you meet the requirements at the top of this document.
  2. Download a release tarball and extract it. Alternatively, you can use Git to clone the repository and checkout a release, e.g. with git clone -b 1.7.0 https://github.com/hedgedoc/hedgedoc.git.
  3. Enter the directory and type bin/setup, which will install the dependencies and create configs.
  4. Modify the file named config.json or configure HedgeDoc through environment variables which will overwrite the configs, see docs here.
  5. If using the release tarball for 1.7.0 or newer, this step can be skipped.
    Build the frontend bundle by yarn run build (use yarn run dev if you are in development)
  6. Modify the file named .sequelizerc, change the value of the variable url to your db connection string. For example:
    • postgres://username:password@localhost:5432/hedgedoc
    • mysql://username:password@localhost:3306/hedgedoc
    • sqlite:///opt/hedgedoc/hedgedoc.sqlite (note that you need to use an absolute path to the SQLite file)
  7. It is recommended to start your server manually once: NODE_ENV=production yarn start, this way it's easier to see warnings or errors that might occur (leave out NODE_ENV=production for development).
  8. Run the server as you like (node, forever, pm2, SystemD, Init-Scripts)

How to upgrade your installation

If you are upgrading HedgeDoc from an older version, follow these steps:

  1. Check if you meet the requirements at the top of this document.
  2. Verify which version you were running before and take a look at migrations and breaking changes to see if additional steps, or configuration changes are necessary!
  3. Fully stop your old HedgeDoc server.
  4. git pull or unzip a new release in the directory.
  5. Run bin/setup. This will take care of installing dependencies. It is safe to run on an existing installation.
  6. Build front-end bundle by yarn run build (use yarn run dev if you are in development).
  7. It is recommended to start your server manually once: NODE_ENV=production yarn start, this way it's easier to see warnings or errors that might occur (leave out NODE_ENV=production for development).
  8. You can now restart the HedgeDoc server!