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docs: Edit installation instructions for clarity.
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Alya Abbott
Tim Abbott
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# Install a Zulip server
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## Before you begin
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You can choose from several convenient options for hosting Zulip:
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To install a Zulip server, you'll need an Ubuntu or Debian system that satisfies
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[the installation requirements](requirements.md). Alternatively,
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you can use a preconfigured
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[DigitalOcean droplet](https://marketplace.digitalocean.com/apps/zulip?refcode=3ee45da8ee26), or
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Zulip's
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[experimental Docker image](deployment.md#zulip-in-docker).
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- Follow these instructions to **install a self-hosted Zulip server on a system
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of your choice**.
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- Use a preconfigured
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[DigitalOcean droplet](https://marketplace.digitalocean.com/apps/zulip?refcode=3ee45da8ee26)
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- Use Zulip's [experimental Docker image](deployment.md#zulip-in-docker).
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- Use [Zulip Cloud](https://zulip.com/plans/) hosting. Read our [guide to choosing between Zulip Cloud and
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self-hosting](https://zulip.com/help/getting-your-organization-started-with-zulip#choosing-between-zulip-cloud-and-self-hosting).
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### Should I follow this installation guide?
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To **import data** from [Slack][slack-import], [Mattermost][mattermost-import], [Rocket.Chat][rocketchat-import], [Gitter][gitter-import], [Zulip Cloud][zulip-cloud-import], or [another Zulip
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server][zulip-server-import], follow the linked instructions.
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- If you would like to try out Zulip, you can start by [checking it out in the
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Zulip development community](https://zulip.com/try-zulip/), or [create a test
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Zulip Cloud organization](https://zulip.com/new/).
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You can **try out Zulip** before setting up your own server by [checking
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it out](https://zulip.com/try-zulip/) in the Zulip development community, or
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[creating a free test organization](https://zulip.com/new/) on Zulip Cloud.
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- If you are deciding between self-hosting Zulip and signing up for [Zulip
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Cloud](https://zulip.com/plans/), our [self-hosting
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overview](https://zulip.com/self-hosting/) and [guide to choosing between
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Zulip Cloud and
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self-hosting](https://zulip.com/help/getting-your-organization-started-with-zulip#choosing-between-zulip-cloud-and-self-hosting)
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are great places to start.
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:::{note}
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These instructions are for self-hosting Zulip. To
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[contribute](../contributing/contributing.md) to the project, set up the
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[development environment](../development/overview.md).
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:::
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- If you're developing for Zulip, you should follow the instructions
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to install Zulip's [development environment](../development/overview.md).
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## Installation process overview
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If you'd like to install a self-hosted Zulip server, this guide is for you!
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0. [Set up a base server](#step-0-set-up-a-base-server)
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1. [Download the latest release](#step-1-download-the-latest-release)
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1. [Install Zulip](#step-2-install-zulip)
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1. [Create a Zulip organization, and log in](#step-3-create-a-zulip-organization-and-log-in)
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That's it! Once installation is complete, you can
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[configure](settings.md) Zulip to suit your needs.
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## Step 0: Set up a base server
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Provision and log in to a fresh Ubuntu or Debian system in your preferred
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hosting environment that satisfies the [installation
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requirements](requirements.md) for your expected usage level.
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## Step 1: Download the latest release
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@ -39,16 +51,13 @@ curl -fLO https://download.zulip.com/server/zulip-server-latest.tar.gz
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tar -xf zulip-server-latest.tar.gz
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```
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- If you'd like to verify the download, we
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[publish the sha256sums of our release tarballs](https://download.zulip.com/server/SHA256SUMS.txt).
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- You can also
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[install a pre-release version of Zulip](deployment.md#installing-zulip-from-git)
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using code from our [repository on GitHub](https://github.com/zulip/zulip/).
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To verify the download, see [the sha256sums of our release
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tarballs](https://download.zulip.com/server/SHA256SUMS.txt).
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## Step 2: Install Zulip
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To set up Zulip with the most common configuration, you can run the
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installer as follows:
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To set up Zulip with the most common configuration, run the installer as
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follows:
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```bash
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sudo -s # If not already root
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@ -57,67 +66,70 @@ sudo -s # If not already root
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```
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This takes a few minutes to run, as it installs Zulip's dependencies.
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For more on what the installer does, [see details below](#details-what-the-installer-does).
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If the script gives an error, consult [Troubleshooting](#troubleshooting) below.
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For more information, see [installer details](#details-what-the-installer-does)
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and [troubleshooting](#troubleshooting) below.
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#### Installer options
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- `--email=you@example.com`: The email address for the person or team who
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maintains the Zulip installation. Note that this is a public-facing email
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address; it may appear on 404 pages, is used as the sender's address for many
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automated emails, and is advertised as a support address. An email address
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like support@example.com is totally reasonable, as is admin@example.com. Do
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not put a display name; e.g. "support@example.com", not "Zulip Support
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<support@example.com>". This becomes `ZULIP_ADMINISTRATOR`
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([docs][doc-settings]) in the Zulip settings.
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- `--email=it-team@example.com`: The email address for the **person or team who
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maintains the Zulip installation**. Zulip users on your server will see this
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as the contact email in automated emails, on help pages, on error pages, etc.
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You can later configure a display name for your contact email with the
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`ZULIP_ADMINISTRATOR` [setting][doc-settings].
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- `--hostname=zulip.example.com`: The user-accessible domain name for
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this Zulip server, i.e., what users will type in their web browser.
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This becomes `EXTERNAL_HOST` ([docs][doc-settings]) in the Zulip
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settings.
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- `--hostname=zulip.example.com`: The user-accessible domain name for this Zulip
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server, i.e., what users will type in their web browser. This becomes
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`EXTERNAL_HOST` in the Zulip [settings][doc-settings].
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- `--certbot`: With this option, the Zulip installer automatically obtains an
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SSL certificate for the server [using Certbot][doc-certbot], and configures a
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cron job to renew the certificate automatically. If you prefer to acquire an
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SSL certificate another way, it's easy to [provide it to
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Zulip][doc-ssl-manual].
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- `--self-signed-cert`: With this option, the Zulip installer
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generates a self-signed SSL certificate for the server. This isn't
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suitable for production use, but may be convenient for testing.
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- `--certbot`: With this option, the Zulip installer automatically
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obtains an SSL certificate for the server [using
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Certbot][doc-certbot], and configures a cron job to renew the
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certificate automatically. If you'd prefer to acquire an SSL
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certificate yourself in any other way, it's easy to [provide it to
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Zulip][doc-ssl-manual].
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You can see the more advanced installer options in our [deployment options][doc-deployment-options]
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For advanced installer options, see our [deployment options][doc-deployment-options]
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documentation.
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:::{important}
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If you are importing data, stop here and return to the import instructions for
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[Slack][slack-import], [Mattermost][mattermost-import],
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[Rocket.Chat][rocketchat-import], [Gitter][gitter-import], [Zulip
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Cloud][zulip-cloud-import], [a server backup][zulip-backups], or [another Zulip
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server][zulip-server-import].
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:::
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[doc-settings]: settings.md
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[doc-certbot]: ssl-certificates.md#certbot-recommended
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[doc-ssl-manual]: ssl-certificates.md#manual-install
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[doc-deployment-options]: deployment.md#advanced-installer-options
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[zulip-backups]: export-and-import.md#backups
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[slack-import]: https://zulip.com/help/import-from-slack
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[mattermost-import]: https://zulip.com/help/import-from-mattermost
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[rocketchat-import]: https://zulip.com/help/import-from-rocketchat
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[gitter-import]: https://zulip.com/help/import-from-gitter
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[zulip-cloud-import]: export-and-import.md#import-into-a-new-zulip-server
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[zulip-server-import]: export-and-import.md#import-into-a-new-zulip-server
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## Step 3: Create a Zulip organization, and log in
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On success, the install script prints a link. If you're [restoring a
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backup][zulip-backups] or importing your data from [Slack][slack-import],
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or another Zulip server, you should stop here
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and return to the import instructions.
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When the installation process is complete, the install script prints a secure
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one-time-use organization creation link. Open this link in your browser, and
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follow the prompts to set up your organization and your own user account. Your
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Zulip organization is ready to use!
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[slack-import]: https://zulip.com/help/import-from-slack
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[zulip-backups]: export-and-import.md#backups
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:::{note}
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You can generate a new organization creation link by running `manage.py
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generate_realm_creation_link` on the server. See also our guide on running
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[multiple organizations on the same server](multiple-organizations.md).
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:::
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Otherwise, open the link in a browser. Follow the prompts to set up
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your organization, and your own user account as an administrator.
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Then, log in!
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The link is a secure one-time-use link. If you need another
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later, you can generate a new one by running
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`manage.py generate_realm_creation_link` on the server. See also our
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doc on running [multiple organizations on the same
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server](multiple-organizations.md) if that's what you're planning to
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do.
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## Step 4: Configure and use
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## Getting started with Zulip
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To really see Zulip in action, you'll need to get the people you work
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together with using it with you.
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