Deploy Magento 2 site using Capistrano.

1. T H E T H E O R Y A N D I M P L E M E N T
M A G E N T O 2
C A P I S T R A N O

2. D e p l o y M a g e n t o 2
C a p i s t r a n o
M a g e n t o 2 C a p i s t r a n o
Q u e s t i o n s
C O N T E N T

3. D E P L O Y M A G E N T O 2
Update Repository
Composer pull down
Sync files
Deploy static files
Enable maintenance
Enable modules

4. D E P L O Y M A G E N T O 2
Run setup scripts
Clear cache
Disable maintenance mode
Update permissions
Restart PHP FPM

5. C A P I S T R A N O
s
Capistrano is a framework for building automated deployment
scripts
Multiple stages
Parallel execution
Server roles
Community driven
It's just SSH

6. C A P I S T R A N O
s
Benefits:
Deploy automatically
Reduce risk for deploy process
Easy to customize

7. C A P I S T R A N O
s
Prerequisite:
Ruby version 2.0 or higher
A project that uses source control
Bundler, along with a Gemfile for your project
Note:
- Create a Gemfile by Bundle with 'bundle init'
command.

8. C A P I S T R A N O
s
How it working:
Connect to the server via forward SSH and
pull down codebase.
Create a release for each deploy time.
The current project will refer to latest success
release.
Fallback to latest success release if deploy
process to break down.

9. C A P I S T R A N O
s
Install:
Add Capistrano to your project's Gemfile:
group :development do
gem "capistrano", "~> 3.8"
end
Capify project:
bundle install
bundle exec cap install

10. C A P I S T R A N O
s
Folder Structure:
├── Capfile
├── config
│ ├── deploy
│ │ ├── production.rb
│ │ └── staging.rb
│ └── deploy.rb
└── lib
└── capistrano
└── tasks

11. C A P I S T R A N O
s
Configuring config/deploy.rb:
set :application, 'example'
set :repo_url, 'git@github.com:acme/example-com.git'
Update the :application and :repo_url values in config/deploy.rb:
For each stage, e.g 'config/deploy/production', set the branch
and :deploy_to folder for pulling code:
set :branch, 'master'
set :deploy_to, "/var/www/my_app_name"

12. C A P I S T R A N O
s
Configuring config/deploy/*.rb:
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
}
Single application server

13. C A P I S T R A N O
s
Customize tasks:
namespace :magento2 do
desc "Restart PHP FPM"
task :restart_php_fpm do
on roles(:all), in: :sequence, wait: 1 do
execute :sudo, 'service php7.0-fpm restart'
end
end
end
Define helper tasks in lib/capistrano/tasks file.
In my project, I also create a task for upload adminer.php file using for
staging site.

14. C A P I S T R A N O
s
Project Structure:
├── current -> latest release
├── releases
│ ├── 20170420014820
│ ├── 20170420014820
│
└── repo
│
└── shared

15. C A P I S T R A N O
s
Usage:
Single application server:
bundle exec cap <stage> deploy
# bundle exec cap production deploy
Multiple application server:
Refer to Capistrano documentation for detail on how to configure
multiple application servers.
List all available tasks:
bundle exec cap -T

16. M 2 C A P I S T R A N O
s
Install
Add the following to your project's Gemfile:
source 'https://rubygems.org'
gem 'capistrano-magento2'
Useful gem:
gem 'capistrano-composer'
gem 'capistrano-upload-config'
gem 'capistrano-file-permissions'

17. D E P L O Y S E T T I N G
s
Capistrano Built-Ins
set :linked_files, [
'app/etc/env.php',
'pub/.htaccess'
]
set :linked_dirs, [
'pub/media',
'var'
]
For prepared config files and keep the resource sync between
releases folders.

18. D E P L O Y S E T T I N G
s
Capistrano Built-Ins
set :config_files, %w{app/etc/env.php
pub/.htaccess}
# push link files after check them exist.
before 'deploy:check:linked_files', 'config:push'
Using capistrano-upload-config gem to push them into the server
Note:
- Link files must be named as filename.<stage>.extension, e.g
env.production.json in the repository project.

19. D E P L O Y S E T T I N G
s
Magento Deploy Settings
set :magento_deploy_setup_role, :all
set :magento_deploy_cache_shared, true
set :magento_deploy_languages, ['en_US']
set :magento_deploy_themes, []
set :magento_deploy_composer, true
set :magento_deploy_production, true
set :magento_deploy_maintenance, true
set :magento_deploy_confirm, []

20. D E P L O Y S E T T I N G
s
Magento Deploy Settings
Those tasks above for:
- Role for primary host.
- Cache operation.
- Setup languages for theme.
- Deploy static content files.
- Enables composer install.
- Enables production DI compilation.
- Enables use of maintenance mode.
- Used to require confirmation of deployment

21. D E P L O Y S E T T I N G
s
Magento Deploy Settings
set :magento_deploy_chmod_d, '0755'
set :magento_deploy_chmod_f, '0644'
set :magento_deploy_chmod_x, ['bin/magento']
set :file_permissions_roles, :all
set :file_permissions_paths, ["pub/static", "var"]
set :file_permissions_users, ["SERVER_USER"]
set :file_permissions_groups, ["SERVER_GROUP"]
set :file_permissions_chmod_mode, "0777"
before "deploy:updated", "deploy:set_permissions:acl"

22. D E P L O Y S E T T I N G
s
Magento Deploy Settings
Those commands above for setup permission and
ownership for all folders of project with some
specific for pub/static/ and var/ folder.
Capistrano using the setfacl to do that for
SERVER_USER and SERVER_GROUP account.

23. D E P L O Y S E T T I N G
s
Composer Auth Credentials
set :magento_auth_public_key,
'MAGENTO_USERNAME'
set :magento_auth_private_key,
'MAGENTO_PASSWORD'
This will execute that command below:
composer config --global --auth http-basic.repo.magento.com
MAGENTO_USERNAME MAGENTO_PASSWORD

24. D E P L O Y S E T T I N G
s
Magento Customize Tasks
before 'magento:deploy:verify', 'magento2:copy_config'
after 'magento:setup:static-content:deploy',
'magento2:add_adminer'
after 'magento:maintenance:disable',
'magento2:restart_php_fpm'
Note:
- The 'copy_config' is customized task, see details in Q&A
section.

25. Q U E S T I O N S
s
What the benefit of config.php.dist?
Answer:
It help you to controll what the modules you actually
want to using them in your project, it will converted to
config.php, so the your project must be have it in the
app/etc folder.
The customize task called 'copy_config' will help you to
do all of this, see in my example repository for how to
create this task.

26. Q U E S T I O N S
s
Why must to restart PHP FPM?
Answer:
We need to restart PHP FPM to flush cache of Zend
Opcache - a native extension built-in PHP.
Error: Don't know how to build task?
Answer:
Add require gem to the Capfile:
# Load Magento deployment tasks
require 'capistrano/magento2/deploy'

27. Q U E S T I O N S
s
Have any project for example?
Answer:
I created a Github repository, for example, I also using
it for deploying my Magento 2 site, you can refer it at
here:
https://github.com/unetstudio/magento-2-capistrano-
deploy

28. R E F E R E N C E S
s
https://github.com/capistrano/capistrano
https://github.com/davidalger/capistrano-magento2
https://github.com/unetstudio/magento-2-capistrano-
deploy
https://github.com/bundler/bundler

29. A B O U T M E
s
Hi there, I'm Duc Dao. A web developer living in Hanoi,
Vietnam. Currently, I'm working in SmartOSC
corporation and love to share knowledge.
Email: huuduc.uneti@gmail.com
Website: http://newbie-dev.net

30. D U C D A O
T H A N K Y O U !