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Capdrupal

This gem provides a number of tasks which are useful for deploying & managing Drupal projects with Capistrano.

Gem Version Maintainability

Capdrupal version

Capdrupal Gem Version Branch Capistrano Version Drupal Version
0.11.0 d7 2 7.x
3.x main 3.x 8.x
3.x main 3.x 9.x
3.x main 3.x 10.x

Prerequisites

By default, Capdrupal will use Drush to run every Drupal commands. Therefore, your Drupal project must to require drush/drush.

You may add Drush as a dependency using composer require drush/drush in your Drupal project. Read more at drush/drush.

Installation

Add this line to your application's Gemfile:

gem 'capdrupal', '~>3.0'

And then execute:

bundle

Or install it yourself if gems is installed on your system:

gem install capdrupal

Configuration

First, go to your project directory and launch Capistrano.

cd path/to/your/drupal/project/
cap install

Capistrano will create the following skeleton

.
├── Capfile
├── config
│   └── deploy.rb
│   └── deploy
│       └── production.rb
│       └── staging.rb
├── lib
│   └── capistrano
│        └── tasks

Create two files Capfile and config/deploy.rb. Open Capfile and set the dependencies.

# Load DSL and set up stages.
require 'capistrano/setup'

# Include default deployment tasks.
require 'capistrano/deploy'

# Composer is needed to install drush on the server.
require 'capistrano/composer'

# Drupal Tasks.
require 'capdrupal'

# Load custom tasks from `lib/capistrano/tasks` if you have any defined.
Dir.glob('config/capistrano/tasks/*.rake').each { |r| import r }

Then, go to config/deploy.rb to set the parameters of your project. First you have to define the general information about the user, server and the app himself.

set :application, 'application-name'
set :repo_url, '[email protected]:company/application.git'

server 'ssh.example.org', user: 'username', roles: %w{app db web}

The specific Drupal information

set :install_composer, true
set :install_drush, true

set :app_path, 'web'
set :config_path, 'config/sync'

# Setup the backup before/after failed strategy.
set :backup_path, 'backups'
set :keep_backups, 5

# Link file settings.php
set :linked_files, fetch(:linked_files, []).push("#{fetch(:app_path)}/sites/default/settings.php", "drush/drush.yml")

# Link dirs files and private-files
set :linked_dirs, fetch(:linked_dirs, []).push("#{fetch(:app_path)}/sites/default/files")

Then, all the others information related to your Git repository or debug level

# Default value for :scm is :git
set :scm, :git

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

Finally, set the deployment to use the proper Drupal 8 strategy

namespace :deploy do
  # Ensure everything is ready to deploy.
  after "deploy:check:directories", "drupal:db:backup:check"

  # Backup the database before starting a deployment and rollback on fail.
  # after :updated, "drupal:db:backup"
  # before :failed, "drupal:db:rollback"
  # before :cleanup, "drupal:db:backup:cleanup"

  # Set the maintenance Mode on your Drupal online project when deploying.
  after :updated, "drupal:maintenance:on"

  # Must updatedb before import configurations, E.g. when composer install new
  # version of Drupal and need updatedb scheme before importing new config.
  # This is executed without raise on error, because sometimes we need to do drush config-import before updatedb.
  after :updated, "drupal:updatedb:silence"

  # Remove the cache after the database update
  after :updated, "drupal:cache:clear"
  after :updated, "drupal:config:import"

  # Update the database after configurations has been imported.
  after :updated, "drupal:updatedb"

  # Clear your Drupal 8 cache.
  after :updated, "drupal:cache:clear"
  
  # Obfuscate Drupal sensitive files by removing or by denying access to them.
  # after :updated, "drupal:security:obscurity:files"
  # after :updated, "drupal:security:obscurity:htaccess"

  # Disable the maintence on the Drupal project.
  after :updated, "drupal:maintenance:off"

  # Ensure permissions are properly set.
  after :updated, "drupal:permissions:recommended"
  after :updated, "drupal:permissions:writable_shared"

  # Fix the release permissions (due to Drupal restrictive permissions)
  # before deletting old release.
  before :cleanup, "drupal:permissions:cleanup"
end

You may now can configure your staging.rb and production.rb strategy, has you will certainly deploy on different environment

vi config/deploy/staging.rb
# staging.example.org
set :deploy_to, '/var/www/staging.example.org'

# set a branch for this release
set :branch, 'dev'

# Map composer and drush commands
# NOTE: If stage have different deploy_to
# you have to copy those line for each <stage_name>.rb
# See https://github.com/capistrano/composer/issues/22
SSHKit.config.command_map[:composer] = -> { shared_path.join('composer.phar') }
SSHKit.config.command_map[:drush] = -> { release_path.join('vendor/bin/drush') }
vi config/deploy/production.rb
# www.example.org
set :deploy_to, '/var/www/example.org'

# set a branch for this release
set :branch, 'master'

# Map composer and drush commands
# NOTE: If stage have different deploy_to
# you have to copy those line for each <stage_name>.rb
# See https://github.com/capistrano/composer/issues/22
SSHKit.config.command_map[:composer] = -> { shared_path.join('composer.phar') }
SSHKit.config.command_map[:drush] = -> { release_path.join('vendor/bin/drush') }

Awesome, your configuration is complete !

Usage

So, after configuration come action ! The first time, you have to run this command with the choosing stage.

cap [staging|production] deploy:setup

In fact, Capistrano create directories and symlink to the targeted server. The shared directory contains all shared files of your app who don't need to be change. Releases contains the different releases of your app with a number define in deploy.rb and finally current is the symlink who target the right release.

example.org
├── current -> /home/example.org/releases/20130527070530
├── releases
│   ├── 20130527065508
│   ├── 20130527065907
│   └── 20130527070530
└── shared

Now, every time you want to deploy your app !

cap [staging|production] deploy

And if some troubles occur, just launch the rollback command to return to the previous release.

cap [staging|production] deploy:rollback

You should then be able to proceed as you would usually, you may want to familiarise yourself with the truncated list of tasks, you can get a full list with:

cap -T

Credits

Inspired by capistrano-drupal.

Made by Antistatique who's always looking for new talented developers ! Just mail us on [email protected].