Multi stage environment setup for Rails

It installs:

• Ruby 2.1.2
• PostgreSQL
• Nginx

Provision your servers with Ansible

1. Create a new server instance using Ubuntu 14.04 LTS on your favorite hosting provider (Linode, Digital Ocean, etc).

2. Create an SSH alias for your brand new server IP on your ~/.ssh/config file.

Host my-host-alias
  Hostname 192.0.2.0
  User root
  IdentityFile ~/.ssh/id_rsa

Replace my-host-alias with the alias you'd like to use and 192.0.2.0 with your server's IP.

3. Add your SSH keys to the server.

$ ssh-copy-id -i ~/.ssh/id_rsa.pub root@my-host-alias

4. Install Ansible on your local machine. If you are a mac user you might wanna use brew to do so.

$ brew install ansible

5. Clone my ansible-rails repo <3

$ git clone [email protected]:rebagliatte/ansible-rails-app.git
$ cd ansible-rails-app

6. Copy the variable and inventory files for staging and production to the right locations and update them with your own settings.

$ cp -a docs/group_vars/. group_vars
$ cp -a docs/inventories/. .

7. Make sure Ansible can access staging properly.

$ ansible -i staging -u root all -m ping

8. Run the playbook on staging.

$ ansible-playbook -i staging site.yml -t ruby,user,postgresql,nginx

The -i modifier specifies the inventory file you'll use. Possible values are staging and production for this repo. The -t modifier specifies the tags you'll execute and their order.

9. Your staging server is all set!!! Once you are ready you can run this over your production servers as well.

$ ansible-playbook -i production site.yml -t ruby,user,postgresql,nginx

Deploy your app with Capistrano

1. Create an app.

$ rails new my-app

2. Add the rails capistrano gems to your application's Gemfile.

gem 'puma'

group :development do
  gem 'capistrano', '~> 3.1.0', require: false
  gem 'capistrano-bundler', '1.1.1', require: false
  gem 'capistrano-rails', '1.1.0', require: false
  gem 'capistrano3-puma', require: false
end

3. Install the gems and capify the project.

$ bundle install
$ bundle exec cap install

4. Alter your Capfile to require all the gems you just installed.

# Load DSL and Setup Up Stages
require 'capistrano/setup'

# Includes default deployment tasks
require 'capistrano/deploy'

# Includes rails goodies
require 'capistrano/bundler'
require 'capistrano/rails/assets'
require 'capistrano/rails/migrations'
require 'capistrano/puma'

5. Alter your config/deploy.rb.

# config valid only for Capistrano 3.1
lock '3.2.1'

set :application, 'my-app'
set :repo_url, '[email protected]:my-github-user/my-app.git'

# Ask for a branch, default one is :master
ask :branch, proc { `git rev-parse --abbrev-ref HEAD`.chomp }.call

# Default deploy_to directory is /var/www/my_app
set :deploy_to, '/home/deploy/apps/my-app'

# Default value for :log_level is :debug
set :log_level, :info

# Default value for :linked_files is []
set :linked_files, %w{config/database.yml}

# Default value for linked_dirs is []
set :linked_dirs, %w{bin log tmp/pids tmp/cache tmp/sockets vendor/bundle public/system}

# Set ssh user
set :user, 'deploy'
set :ssh_options, {
  user: fetch(:user)
}

# For capistrano-puma
set :puma_init_active_record, true

# For capistrano-bundler
set :bundle_path, -> { shared_path.join('vendor','bundle') }
set :bundle_flags, '--deployment'

Make sure to replace my-github-user and my-app with your own settings.

6. Alter deploy/staging.rb.

application_master = '192.0.2.0'

role :app, application_master
role :web, application_master
role :db,  application_master

set :rails_env, 'staging'
set :host, 'my-app.com'
set :keep_releases, 2

Replace 192.0.2.0 and my-app.com with your server's IP and host, and change :rails_env to match the file you are altering.

Do the same for your deploy/production.rb file.

7. Create a config/environments/staging.rb file based on config/environments/production.rb if you don't have one already in place.

8. Make sure your database.yml has its staging and production environments in place and the credentials match the ones you specified on your Ansible variables.

development: &default
  adapter: postgresql
  pool: 5
  timeout: 5000
  host: localhost
  encoding: unicode
  database:

test:
  <<: *default
  database:
  min_messages: warning

production:
  <<: *default
  database:
  username:
  password:

staging:
  <<: *default
  database:
  username:
  password:

9. Copy this file to your servers.

$ scp config/database.yml deploy@my-host-alias:/home/deploy/apps/my-app/shared/config/database.yml

10. Let your servers access your repo by adding deploy keys for each one of them.

ssh deploy@my-host-alias
ssh-keygen -t rsa
cat ~/.ssh/id_rsa.pub

Copy your newly generated deploy keys (the output of the last command) and add them as deploy keys on your Github repo.

11. Deploy staging

$ cap staging deploy

12. All set!!! Once you are ready you can deploy production as well with cap production deploy.