Deploying Formulize to a Website

If you’re trying to update an existing Formulize system, check out the Updating Formulize page.

Quick Start

1. Get the Formulize files onto your web server. We recommend using git. See below. You could also download the latest release from GitHub, and transfer the files to your web server however you see fit.

2. Put the files in the folder where you want Formulize to exist, ie:
   • if you want Formulize to exist at https://www.mysite.com then put the files in the web root.
   • if you want Formulize to be in a subfolder like https://www.mysite.com/formulize then put the files in the /formulize folder, inside the web root.

3. Make sure the folders that need to be writable are writable by the web server user.

4. Open a web browser and go to the location where you put Formulize. The installer will appear. Follow the steps for using the installer

Getting the files onto your server with git

We recommend cloning the GitHub repository so that it’s easy to track any changes, and easy to update Formulize in the future.

# ssh to your server
# then go to the folder where you want to install Formulize
cd /path/where/you/want/formulize

# make sure the folder is empty
# delete any contents if necessary

# clone Formulize from GitHub into this folder
# don't forget the dot at the end!
git clone https://github.com/jegelstaff/formulize.git .

# make your own branch to track changes
git checkout -b my-formulize-branch

Regardless of how you get the files on your server, the next steps are the same:

• Make sure the folders that need to be writable are writable by the web server user.

• Open a web browser and go to the location where you put Formulize. The installer will appear. Follow the steps for using the installer

If you’re using git, commit changes regularly to your branch

As you use Formulize, some configuration changes are stored in files on the server. These files will show up in git as changes.

Periodically, you should review the changes, and commit them to your branch. It’s generally a good idea to automate this to run nightly, using cron and a bash script. That way, you have a regular history of changes.

For details of how to update your Formulize site using git, check out the Updating Formulize page.

If you’re not using git, consider deleting some folders and files

Some of the folders and files are not necessary for the actual operation of Formulize on a live website.

If you are using git to manage the files, it’s best not to remove these, although you could. It would create merge challenges later if you do remove them.

However, if you’re not using git, then these folders are basically taking up extra space and serving no purpose, so you might as well delete them:

• /.github/
• /.sauce/
• /.vscode/
• /docker/
• /docs/
• /install/ (only delete after completing the installation!)
• /tests/
• /trust/ (do not delete if you used this as your actual trust path!)
• .editorconfig
• .gitignore
• docker-compose.yml