Set up a Discourse instance, install plugins and a new theme

Hello there and welcome here! In this training, you’ll learn the basics of setting up a Discourse instance.

If you are new to this training, be sure to have read Discourse Support Training Program to understand how this training program works. Feel free to reply to this topic to ask questions if anything is unclear.

This will focus on installing Discourse and configuring it to allow anyone to be able to access your Discourse community from a URL/link, sign up and log in to create a topic, and get email notifications if someone replies to their topic.

Some of the steps in this guide mirror those of the official install guide, so for the steps in this guide, do only the step linked to and not subsequent ones.

:mega: Yes, you may already have a Discourse site or have set up a couple already. The goal of setting this new one up is so you have a test site to use in checking bugs, support questions, and feedback suggestions as they are shared. At Discourse (the company) this is what we all use to support the community. We each have one or multiple test sites and local instances of Discourse that we use daily and run tests on when we see support questions or need to confirm a bug or test a new feature.

Feel free to reply to this topic to ask questions if anything is unclear, we will clean replies from time to time to keep the topic clean.

Your tasks should you choose to accept them are below, you’ll share a link to your newly installed Discourse instance along with a reply of your ticked-off tasks, to mark this as completed.

If you’ve already done this set of tasks within the last 6 months, feel free to reply with all tasks ticked and a note mentioning this.

:mega: Don’t click the checkboxes in this main post, make a copy of the following task lists into a new reply by Use template as reply button! If you do this, you can check off the items in your reply as you complete them.

Link to new test site:

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

:next_track_button: Done with these tasks? Awesome! You can continue with the steps in the Discourse Support Enthusiast guide to finish and level up.


More in the series

Training explainer: Discourse Support Training Program
Training Level 1: Discourse Support Enthusiast
Training Level 2: Discourse Support Advocate
Training Level 3: Discourse Support Expert

3 Likes

Here is my new sandbox: https://sandbox.orng.co.in/

Create a new cloud server to use in installing Discourse.

Hint

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Add your Discourse config details to finish the Discourse installation

Load your Discourse instance to be sure it all works

Install standard plugins using the Install Plugins in Discourse guide

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

2 Likes

My site: https://discourse.ldmosquera.com.ar/

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Add your Discourse config details to finish the Discourse installation

Load your Discourse instance to be sure it all works

Install standard plugins using the Install Plugins in Discourse guide

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

2 Likes

Link to new test site: https://discourse-test.truecode.co.za

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

1 Like

Link to new test site: https://discourse-debug.glasspear.ca/

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

2 Likes

Link to new test site: www.mrbutterflyorigami.co.uk

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

2 Likes

Link to new test site: forum.hinz.org.nz

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

I set up forum.hinz.org.nz 3 months ago and have used all of those steps.

1 Like

Link to new test site: https://forum.qursch.social/

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

1 Like

Link to new test site: thepavilion.io

Create a new cloud server to use in installing Discourse.

Tip

Use this free trial link to get some free DO credit to create your cloud server

Set up email to allow users to be able to sign up and get notifications

Install Discourse on your new cloud server

Hint

You’ll need to be able to access your cloud server and have installed Docker and Git to be able to complete this step.

Configure your Discourse instance to finish the Discourse installation

Visit your Discourse instance to be sure it all works

Install some of the standard plugins listed in the link, not all of them. Use the Install Plugins in Discourse guide to do this.

Hint

You’ll need to be able to access your cloud server the way you did when installing Discourse to be able to complete this step.

Install a new theme and some useful theme components

1 Like