phorge-phorge/src/docs/configuration/configuration_guide.diviner

@title Configuration Guide
@group config

This document contains basic configuration instructions for Phabricator.

= Prerequisites =

This document assumes you've already installed all the components you need.
If you haven't, see @{article:Installation Guide}.

= Configuring Phabricator =

Create a new file here:

  path/to/phabricator/conf/custom/myconfig.conf.php

...where ##myconfig## is some name which identifies your installation. Put this
in the file:

  name=myconfig.conf.php, lang=php
  <?php

  return array(

    // Important! This will put Phabricator into setup mode to help you
    // configure things.
    'phabricator.setup' => true,

    // This will be the base domain for your install, and must be configured.
    // Use "https://" if you have SSL. See below for some notes.
    'phabricator.base-uri' => 'http://phabricator.example.com/',

    // Connection information for MySQL.
    'mysql.host' => 'localhost',
    'mysql.user' => 'root',
    'mysql.pass' => 'trustno1hunter2',

    // Basic email domain configuration.
    'metamta.default-address' => 'noreply@phabricator.example.com',
    'metamta.domain'          => 'phabricator.example.com',

    // NOTE: Check default.conf.php for detailed explanations of all the
    // configuration options, including these.

  ) + phabricator_read_config_file('production');

For the last line, you can also use ##'development'## instead of
##'production'## if you are planning to develop Phabricator itself. This will
turn on some debugging features.

= PHABRICATOR_ENV Environment Variable =

When running Phabricator scripts, they will ask you to set the `PHABRICATOR_ENV`
environment variable to point at your config. If you put your script in
`custom/myconfig.conf.php`, you can identify the config with
`custom/myconfig`, like this:

  $ PHABRICATOR_ENV=custom/myconfig ./some_phabricator_command

NOTE: Make sure you put 'PHABRICATOR_ENV=...' at the beginning of the line, not
in the middle. The shell won't parse environmental variables declared after the
command. You can also ##export PHABRICATOR_ENV=...## in your ~/.bashrc or
~/.profile or similar, depending on which shell you use and how your system is
configured.

= Storage: Configuring MySQL =

Get MySQL running and verify you can connect to it. Consult the MySQL
documentation for help. When MySQL works, you need to load the Phabricator
schemata into it. To do this, run:

  phabricator/ $ ./bin/storage upgrade

If your configuration uses an unprivileged user to connect to the database, you
may have to override the default user so the schema changes can be applied with
root or some other admin user:

  phabricator/ $ ./bin/storage upgrade --user <user> --password <password>

You can avoid the prompt the script issues by passing the ##--force## flag (for
example, if you are scripting the upgrade process).

  phabricator/ $ ./bin/storage upgrade --force

NOTE: When you update Phabricator, run `storage upgrade` again to apply any
new updates.

= Webserver: Configuring Apache =

Get Apache running and verify it's serving a test page. Consult the Apache
documentation for help. Make sure ##mod_php## and ##mod_rewrite## are enabled,
and ##mod_ssl## if you intend to set up SSL.

If you haven't already, set up a domain name to point to the host you're
installing on. You can either install Phabricator on a subdomain (like
phabricator.example.com) or an entire domain, but you can not install it in
some subdirectory of an existing website. Navigate to whatever domain you're
going to use and make sure Apache serves you something to verify that DNS
is correctly configured.

Now, either create a VirtualHost entry (to put Phabricator on a subdomain)
or edit the Directory entry for the DocumentRoot. It should look something like
this:

  name=httpd.conf
  <VirtualHost *>
    # Change this to the domain which points to your host, i.e. the domain
    # you set as "phabricator.base-uri".
    ServerName phabricator.example.com

    # Change this to the path where you put 'phabricator' when you checked it
    # out from github when following the Installation Guide.
    DocumentRoot /path/to/phabricator/webroot

    RewriteEngine on
    RewriteRule ^/rsrc/(.*)     -                       [L,QSA]
    RewriteRule ^/favicon.ico   -                       [L,QSA]
    RewriteRule ^(.*)$          /index.php?__path__=$1  [B,L,QSA]

    # This will use the config file you set up in the previous step. If you
    # called it something other than 'myconfig', put that here.
    SetEnv PHABRICATOR_ENV custom/myconfig
  </VirtualHost>

Continue to "Setup" below.

= Webserver: Configuring nginx =

For nginx, use a configuration like this:

  name=nginx.conf
  server {
    server_name phabricator.example.com;

    root      /path/to/phabricator/webroot;
    try_files $uri $uri/ /index.php;

    location / {
      index   index.php;

      if ( !-f $request_filename )
      {
        rewrite ^/(.*)$ /index.php?__path__=/$1 last;
        break;
      }
    }

    location /index.php {
      fastcgi_pass   localhost:9000;
      fastcgi_index   index.php;

      #custom environment variable
      fastcgi_param PHABRICATOR_ENV     "custom/myconfig";

      #required if PHP was built with --enable-force-cgi-redirect
      fastcgi_param  REDIRECT_STATUS    200;

      #variables to make the $_SERVER populate in PHP
      fastcgi_param  SCRIPT_FILENAME    $document_root$fastcgi_script_name;
      fastcgi_param  QUERY_STRING       $query_string;
      fastcgi_param  REQUEST_METHOD     $request_method;
      fastcgi_param  CONTENT_TYPE       $content_type;
      fastcgi_param  CONTENT_LENGTH     $content_length;

      fastcgi_param  SCRIPT_NAME        $fastcgi_script_name;

      fastcgi_param  GATEWAY_INTERFACE  CGI/1.1;
      fastcgi_param  SERVER_SOFTWARE    nginx/$nginx_version;

      fastcgi_param  REMOTE_ADDR        $remote_addr;
    }
  }

= Webserver: Configuring lighttpd =

For lighttpd, add a section like this to your lighttpd.conf:

  $HTTP["host"] =~ "phabricator(\.example\.com)?" {
      server.document-root = "/path/to/phabricator/webroot"
      url.rewrite-once = (
          "^(/rsrc/.*)$" => "$1",
          "^(/favicon.ico)$" => "$1",
          # This simulates QSA ("query string append") mode in apache
          "^(/[^?]*)\?(.*)" => "/index.php?__path__=$1&$2",
          "^(/.*)$" => "/index.php?__path__=$1",
      )
      setenv.add-environment = (
         "PHABRICATOR_ENV" => "custom/myconfig",
      )
  }

You should also ensure the following modules are listed in your
server.modules list:

  mod_fastcgi
  mod_rewrite
  mod_setenv

Finally, you should run the following commands to enable php support:

  $ sudo apt-get install php5-cgi  # for ubuntu; other distros should be similar
  $ sudo lighty-enable-mod fastcgi-php

= Setup =

Now, restart your webserver and navigate to whichever subdomain you set up. You
should either see the Phabricator setup screen, which is a simple text page that
looks something like this:

  PHABRICATOR SETUP

  This setup mode will guide you through setting up your Phabricator
  configuration.

  >>>  REQUIRED PHP EXTENSIONS  ------------------------------------------------
  ...

If you see this, you're in good shape. Follow the instructions and correct any
problems setup detects. If you don't see it but you do see a useful error
message, try to fix that. If neither of these cover you, something is wrong.
If you can't figure it out, come get help in IRC or on the mailing list (see
http://phabricator.org/ for links).

= Configuring Phabricator =

Now that basic setup is complete, you should configure Phabricator for your
installation. Phabricator configuration options which control how the
applications behave are documented here:

  /path/to/phabricator/conf/default.conf.php

There are several builtin configurations:

  - ##default.conf.php##: root configuration, lists every configuration option
    and sets some default for it. Look in this file to figure out what you can
    configure.
  - ##development.conf.php##: pulls in ##default.conf.php##, but overrides some
    configuration options to better values for doing development on Phabricator.
    You probably don't need to even look at this file unless you're making
    changes to Phabricator itself.
  - ##production.conf.php##: pulls in ##default.conf.php##, but overrides some
    configuration options to provide better values for a production install.

To actually configure your install, edit your ##custom/myconfig.conf.php## file
and override values from either the ##'production'## or ##'development'##
configurations. You should not edit the builtin configurations directly because
that will make upgrading Phabricator more difficult in the future.

= Next Steps =

Continue by:

  - setting up your admin account and login/registration with
    @{article:Configuring Accounts and Registration}; or
  - configuring where uploaded files and attachments will be stored with
    @{article:Configuring File Storage}; or
  - configuring Phabricator so it can send mail with
    @{article:Configuring Outbound Email}; or
  - configuring inbound mail with @{article:Configuring Inbound Email}; or
  - importing repositories with @{article:Diffusion User Guide}; or
  - learning about daemons with @{article:Managing Daemons with phd}; or
  - contributing to Phabricator with @{article:Contributor Introduction}.