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Merge pull request #309 from gristlabs/marketplace
adding marketplace content
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AWS Marketplace {: .tag-core .tag-ee } | ||
============ | ||
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Grist on the AWS Marketplace has what you need to run a self-hosted Grist instance with minimal setup, and is based on [`grist-omnibus`](https://github.com/gristlabs/grist-omnibus). Below are the complete configuration steps, including authentication via OpenID. | ||
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## First run setup | ||
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After deploying the instance, Grist should be instantly available through the HTTP protocol on an autogenerated domain such as `ec2-3-94-254-105.compute-1.amazonaws.com` (labeled `Public IPv4 DNS` by AWS). | ||
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Default credentials: | ||
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* email: [email protected] | ||
* password: [instance-id]\* | ||
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\* Instance ID can be found on the EC2 page in the AWS Console: | ||
![AWS Instance ID screenshot](../images/aws-instance.png) | ||
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### How to log in to the Grist instance | ||
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During deployment, you should have been asked about creating or using key pairs. You can use this pair to log in via SSH from your terminal/bash. The default user for the Grist EC2 instance is named “ubuntu”, and you can log in to `ubuntu@[ec2-instance-public-ip]`. | ||
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**Note:** You need to use the `*.pem` file you received while generating key pairs on AWS. Details about connecting via SSH can be found in the following places: | ||
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* Windows: [https://learn.microsoft.com/en-us/windows/terminal/tutorials/ssh](https://learn.microsoft.com/en-us/windows/terminal/tutorials/ssh) | ||
* Linux: [https://www.ssh.com/academy/ssh/command](https://www.ssh.com/academy/ssh/command) | ||
* macOS: [https://www.servermania.com/kb/articles/ssh-mac](https://www.servermania.com/kb/articles/ssh-mac) | ||
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If you don’t want to connect via SSH, AWS provides the option to connect from within the AWS console using the “Connect” button: | ||
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![AWS Connect screenshot](../images/aws-connect.png) | ||
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## Custom domain and SSL setup for HTTPS access | ||
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Custom domains are required for secure access to Grist. If you already have an SSL certificate, you can use your own (as described in the [`grist-omnibus` README](https://github.com/gristlabs/grist-omnibus/)). If not, Grist can generate a certificate from Let’s Encrypt. For that, a valid domain and email must be configured: | ||
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1. Point the domain to the IP address of the Grist EC2 instance. If you don't use the [Elastic IP service](https://docs.aws.amazon.com/AWSEC2/latest/UserGuide/elastic-ip-addresses-eip.html), the instance can have a different public IPv4 address each time it's started. | ||
2. Log in to the Grist EC2 instance. | ||
3. Set the URL parameter in the `grist/gristParameters` file. You need administrator privileges to perform this action, so you can open an editor by running `sudo nano grist/gristParameters`. | ||
4. Run the `restartGrist` script with `sudo ~/grist/restartGrist`. | ||
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Once the above steps are completed, you should be able to access Grist on your custom domain. | ||
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## Authentication setup | ||
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We support Google or Microsoft as OpenID providers. For configuring other authentication providers, please refer to the [dex documentation](https://dexidp.io/docs/getting-started/). | ||
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To configure Grist authentication with Google or Microsoft, you must have an application registered with the corresponding provider: | ||
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* Microsoft: [https://learn.microsoft.com/en-us/power-pages/security/authentication/openid-settings](https://learn.microsoft.com/en-us/power-pages/security/authentication/openid-settings) | ||
* Google: [https://support.google.com/cloud/answer/6158849?hl=en](https://support.google.com/cloud/answer/6158849?hl=en) | ||
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Once you have your client ID and secret, you’ll need to pass them to the `gristParameters` file inside the Grist EC2 instance: | ||
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1. Log in to the Grist EC2 instance. | ||
2. Open `~/grist/gristParameters`. | ||
3. Update the `CLIENT_ID` and `CLIENT_SECRET` sections for the relevant provider(s). | ||
* If you’re using only one provider, leave the second section commented out. | ||
4. Update `ADMIN_EMAIL` in the same file. It should correspond to the email you will use to log in via your authentication provider. For example: `[email protected]` | ||
* If you want to change your team’s name, update `TEAM_NAME` in the same file. | ||
5. Run `restartGrist` with the clean flag using `sudo ~/grist/restartGrist clean` to clear old login data. **Important:** This will delete all Grist documents! | ||
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Once the above has been configured, you should be able to log in with your Google/Microsoft credentials. | ||
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## Running Grist in a separate VPC | ||
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`grist-omnibus` is designed to work on each account-default VPC. To make it run on a custom VPC, you’ll need to properly configure all VPC elements. For more information on this configuration, read [here](https://docs.aws.amazon.com/vpc/latest/userguide/what-is-amazon-vpc.html). To run Grist on a VPC, the following must be properly set up: | ||
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* Assigning a public DNS name to the Grist EC2 instance is allowed. | ||
* The VPC can be accessed from the internet (allowing internet gateway and routing tables to handle traffic). | ||
* A security group connection from ports 22 (SSH for configuration), 80 (HTTP connection) and 433 (HTTPS connection) is allowed. | ||
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## Updating `grist-omnibus` | ||
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The packaged version of `grist-omnibus` will auto-update before each launch. To update `grist-omnibus` manually, restart the Grist EC2 instance or log in via SSH and call `sudo ~/grist/restartGrist`. | ||
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There are currently no plans to support the Grist AWS Marketplace environment outside of `grist-omnibus`. | ||
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## Other important information | ||
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* The Grist EC2 instance should have the “Persistent store” option checked. | ||
* Grist stores all the data in the `~/grist-persist` directory. Deleting this folder will result in a loss of all data from all documents. | ||
* Do not delete `~/grist-persist/acme.json`, as it contains a private key from Let’s Encrypt. Deleting it too often can result in Let’s Encrypt denying issuing further certificates from your domain. |
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