Capistrano::Magento2

Gem Version

A Capistrano extension for Magento 2 deployments. Takes care of specific Magento 2 requirements and adds tasks specific to the Magento 2 application.

Installation

Standalone Installation

$ gem install capistrano-magento2

Using Bundler

  1. Add the following to your project's Gemfile:

    source 'https://rubygems.org'
    gem 'capistrano-magento2'
    
  2. Execute the following:

    $ bundle install
    

Usage

  1. Install Capistrano in your Magento project:

    $ cd <project_root>
    $ mkdir -p tools/cap
    $ cd ./tools/cap
    $ cap install
    

    Note: By default, Capistrano creates "staging" and "production" stages. If you want to define custom staging areas, you can do so using the "STAGES" option (e.g. cap install STAGES=stage,prod). Built-in notifications (see below) confirm deploy action on both "production" and "prod" area names by default.

  2. Update your project's Capfile to look like the following:

    # Load DSL and set up stages
    require 'capistrano/setup'
    
    # Load Magento deployment tasks
    require 'capistrano/magento2/deploy'
    
    # Load custom tasks from `lib/capistrano/tasks` if you have any defined
    Dir.glob('lib/capistrano/tasks/*.rake').each { |r| import r }
    
  3. Configure Capistrano, per the Capistrano Configuration section below.

  4. Configure your server(s), per the Server Configuration section below.

  5. Deploy Magento 2 to staging or production by running the following command in the tools/cap directory:

    $ cap staging deploy
    

    or

    $ cap production deploy
    

Default Configuration

Capistrano Configuration

Before you can use Capistrano to deploy, you must configure the config/deploy.rb and config/deploy/*.rb files. This section will cover the basic details for configuring these files. Refer to the Capistrano documentation and README for more details.

  1. Configuring config/deploy.rb

    Update the :application and :repo_url values in config/deploy.rb:

    # Something unique such as the website or company name
    set :application, 'example'
    # The repository that hosts the Magento 2 application (Magento should live in the root of the repo)
    set :repo_url, '[email protected]:acme/example-com.git'
    
  2. Configuring config/deploy/*.rb files

    Capistrano allows you to use server-based or role-based syntax. You can read through the comments in the file to learn more about each option. If you have a single application server then the server-based syntax is the simplest configuration option.

* Single application server

    If your stage and production environments consist of a single application server, your configuration files should look something like this:

    `config/deploy/production.rb`
    ```ruby
    server 'www.example.com', user: 'www-data', roles: %w{app db web}

    set :deploy_to, '/var/www/html'
    set :branch, proc { `git rev-parse --abbrev-ref master`.chomp }
    ```

    `config/deploy/staging.rb`
    ```ruby
    server 'stage.example.com', user: 'www-data', roles: %w{app db web}

    set :deploy_to, '/var/www/html'
    set :branch, proc { `git rev-parse --abbrev-ref develop`.chomp }
    ```

* Multiple application servers

    Refer to the "role-based syntax" comments in the `config/deploy/*.rb` files or to the [Capistrano documentation](http://capistranorb.com/documentation/getting-started/preparing-your-application/#configure-your-server-addresses-in-the-generated-files) for details on how to configure multiple application servers.

Magento Deploy Settings

setting default what it does
:magento_deploy_setup_role :all Role from which primary host is chosen to run things like setup:upgrade on
:magento_deploy_cache_shared true If true, cache operations are restricted to the primary node in setup role
:magento_deploy_languages ['en_US'] Array of languages passed to static content deploy routine
:magento_deploy_themes [] Array of themes passed to static content deploy routine (Magento 2.1+ only)
:magento_deploy_composer true Enables composer install behaviour in the built-in deploy routine
:magento_deploy_production true Enables production specific DI compilation and static content generation
:magento_deploy_maintenance true Enables use of maintenance mode while magento:setup:upgrade runs
:magento_deploy_confirm [] Used to require confirmation of deployment to a set of capistrano stages
:magento_deploy_chmod_d 2770 Default permissions applied to all directories in the release path
:magento_deploy_chmod_f 0660 Default permissions applied to all non-executable files in the release path
:magento_deploy_chmod_x ['bin/magento'] Default list of files in release path to set executable bit on

Example Usage

Add a line similar to the following in config/deploy.rb to set a custom value on one of the above settings:

set :magento_deploy_languages, ['en_US', 'en_CA']
set :magento_deploy_composer, false

Capistrano Built-Ins

For the sake of simplicity in new project setups :linked_dirs and :linked_files are pre-configured per the following.

set :linked_files, [
  'app/etc/env.php',
  'var/.setup_cronjob_status',
  'var/.update_cronjob_status',
  'pub/sitemap.xml'
]

set :linked_dirs, [
  'pub/media', 
  'var/backups', 
  'var/composer_home', 
  'var/importexport', 
  'var/import_history', 
  'var/log',
  'var/session', 
  'var/tmp'
]

If you would like to customize the linked files or directories for your project, you can copy either one or both of the above arrays into the config/deploy.rb or config/deploy/*.rb files and tweak them to fit your project's needs.

Magento 2 Deploy Routine

A pre-built deploy routine is available out-of-the-box. This can be overriden on a per-project basis by including only the Magento 2 specific tasks and defining your own deploy.rake file under lib/capistrano/tasks in your projects Capistrano install location.

To see what process the built-in routine runs, take a look at the included rake file here: https://github.com/davidalger/capistrano-magento2/blob/master/lib/capistrano/tasks/deploy.rake

Server Configuration

Web Server Root Path

Before deploying with Capistrano, you must update each of your web servers to point to a current directory inside of the :deploy_to directory. For example: /var/www/html/current Refer to the Capistrano Structure to learn more about Capistrano's folder structure.

Magento Specific Tasks

All Magento 2 tasks used by the built-in deploy.rake file as well as some additional commands are implemented and exposed to the end-user for use directly via the cap tool. You can also see this list by running cap -T from your shell.

cap command what it does
magento:cache:clean Clean Magento cache by types
magento:cache:disable Disable Magento cache
magento:cache:enable Enable Magento cache
magento:cache:flush Flush Magento cache storage
magento:cache:status Check Magento cache enabled status
magento:cache:varnish:ban Add ban to Varnish for url(s)
magento:composer:install Run composer install
magento:indexer:info Shows allowed indexers
magento:indexer:reindex Reindex data by all indexers
magento:indexer:set-mode[mode,index] Sets mode of all indexers
magento:indexer:show-mode[index] Shows mode of all indexers
magento:indexer:status Shows status of all indexers
magento:maintenance:allow-ips[ip] Sets maintenance mode exempt IPs
magento:maintenance:disable Disable maintenance mode
magento:maintenance:enable Enable maintenance mode
magento:maintenance:status Displays maintenance mode status
magento:setup:di:compile Runs dependency injection compilation routine
magento:setup:permissions Sets proper permissions on application
magento:setup:static-content:deploy Deploys static view files
magento:setup:upgrade Run the Magento upgrade process

Terminal Notifier on OS X

This gem specifies terminal-notifier as a dependency in order to support notifications on OS X via an optional include. To use the built-in notifications, add the following line to your Capfile:

require 'capistrano/magento2/notifier'

Pending Changes

This gem specifies capistrano-pending as a dependency and adds some (optional) custom functionality on top of that gem: Any time the deploy command is run, a one line summary of git commits that will be deployed will be displayed. If the server(s) you are deploying to already have the latest changes, you will be warned of this and a prompt will appear confirming that you want to continue deploying.

To add the capistrano-pending gem and additional functionality to you project, add the following line to your Capfile:

require 'capistrano/magento2/pending'

Development

After checking out the repo, run bundle install to install dependencies. Make the necessary changes, then run bundle exec rake install to install a modified version of the gem on your local system.

To release a new version, update the version number in capistrano/magento2/version.rb, merge all changes to master, and then run bundle exec rake release. This will create a git tag for the version (the tag will apply to the current HEAD), push git commits and tags, and push the .gem file to rubygems.org.

Note: Releasing a new version of the gem is only possible for those with maintainer access to the gem on rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/davidalger/capistrano-magento2.

License

This project is licensed under the Open Software License 3.0 (OSL-3.0). See included LICENSE file for full text of OSL-3.0.