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Manuel Raynaud dcf139d039 📝(installation) upgrade documentation with yhub instruction
All installation guides are updated to add the instructions about how to
deploy docs with yhub.
2026-08-17 17:57:03 +02:00

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Installation with docker compose

We provide a sample configuration for running Docs using Docker Compose. Please note that this configuration is experimental, and the official way to deploy Docs in production is to use k8s

Requirements

The services

Docs is made of four services, all of them in the example compose file beside their stores:

Service What it does
frontend Serves the editor, and is the nginx proxy routing everything else
backend The Django application: documents, users, accesses, search
yhub The collaboration server. It holds the content of the documents, syncs the editors over the websocket, and the backend reads and writes documents through it
y-provider The conversion service (markdown, html, pdf, docx). It served the collaboration in the previous releases, it does not anymore
postgresql, redis, yhub-valkey The stores

The content of a document is not in the object storage: it is in the collaboration server, in its own PostgreSQL database. The object storage keeps the attachments and the version history. This matters when you upgrade an instance that ran before the collaboration server existed — see the last section of this page.

Software Requirements

Ensure you have Docker Compose(v2) installed on your host server. Follow the official guidelines for a reliable setup:

Docker Compose is included with Docker Engine:

For older versions of Docker Engine that do not include Docker Compose:

Note

docker-compose may not be supported. You are advised to use docker compose instead.

Step 1: Prepare your working environment:

mkdir -p docs/env.d
cd docs
curl -o compose.yaml https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/documentation/examples/compose/compose.yaml
curl -o env.d/common https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/env.d/production.dist/common
curl -o env.d/backend https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/env.d/production.dist/backend
curl -o env.d/yprovider https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/env.d/production.dist/yprovider
curl -o env.d/yhub https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/env.d/production.dist/yhub
curl -o env.d/postgresql https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/env.d/production.dist/postgresql

If you are using the sample nginx-proxy configuration:

curl -o default.conf.template https://raw.githubusercontent.com/suitenumerique/docs/refs/heads/main/docker/files/production/etc/nginx/conf.d/default.conf.template

Step 2: Configuration

Docs configuration is achieved through environment variables. We provide a detailed description of all variables.

In this example, we assume the following services:

Set your own values in env.d/common

OIDC

Authentication in Docs is managed through Open ID Connect protocol. A functional Identity Provider implementing this protocol is required.

For guidance, refer to our Keycloak deployment example.

If using Keycloak as your Identity Provider, set OIDC_RP_CLIENT_ID and OIDC_RP_CLIENT_SECRET variables with those of the OIDC client created for Docs. By default we have set docs as the realm name, if you have named your realm differently, update the value REALM_NAME in env.d/common

For others OIDC providers, update the variables in env.d/backend.

Object Storage

Files and media are stored in an Object Store that supports the S3 API.

For guidance, refer to our Minio deployment example.

Set AWS_S3_ACCESS_KEY_ID and AWS_S3_SECRET_ACCESS_KEY with the credentials of a user with readwrite access to the bucket created for Docs.

Postgresql

Docs uses PostgreSQL as its database. Although an external PostgreSQL can be used, our example provides a deployment method.

If you are using the example provided, you need to generate a secure key for DB_PASSWORD and set it in env.d/postgresql.

If you are using an external service or not using our default values, you should update the variables in env.d/postgresql

The collaboration server keeps its own database on the same server, yhub, whose connection string is POSTGRES in env.d/yhub — set the same password there. The init-db step below creates that database when the user is allowed to; if yours is not, create an empty yhub database beforehand and grant it on that one.

Redis

Docs uses Redis for caching. While an external Redis can be used, our example provides a deployment method.

If you are using an external service, you need to set REDIS_URL environment variable in env.d/backend.

The collaboration server has a Valkey of its own, yhub-valkey, configured with REDIS in env.d/yhub. Give it an instance apart rather than the one above: it is not a cache, it holds the updates that no worker has written to PostgreSQL yet, so it has to be durable and must never evict a key it was not told to expire. Our example configures it accordingly (append-only file, volatile-lru).

Collaboration server

The collaboration server (yhub) synchronizes the editors over the websocket and holds the content of the documents. It authenticates with the backend, and the backend with it, using RS256 keys — each service signs with its own key and verifies the other against the JWKS it publishes, so no secret is shared. Generate the two keys next to your compose file:

mkdir -p keys
openssl genpkey -algorithm RSA -pkeyopt rsa_keygen_bits:2048 -out keys/private.pem
openssl genpkey -algorithm RSA -pkeyopt rsa_keygen_bits:2048 -out keys/yhub-private.pem
chmod 600 keys/*.pem
# readable by the uid the containers run as (DOCKER_USER, 1000 by default)
sudo chown 1000:1000 keys/*.pem

keys/private.pem is the backend's (JWT_PRIVATE_KEY_FILE in env.d/backend) and keys/yhub-private.pem is the collaboration server's (YHUB_JWT_PRIVATE_KEY_FILE in env.d/yhub). Never give the same key to both, and treat them as secrets: either one signs calls the other trusts.

Then set in env.d/yhub:

  • POSTGRES and REDIS, the two stores above,
  • Y_PROVIDER_API_KEY, the same value as the one you generate in env.d/yprovider below. It is the header exempting the collaboration server from the API throttling of the backend, which it calls once per connection.

COLLABORATION_SERVER_ORIGIN lists the origins a browser may open a websocket from, and COLLABORATION_BACKEND_BASE_URL is the backend it asks who a user is and what they may do — both default to your DOCS_HOST.

Y Provider

The Y provider service converts documents between formats (markdown, html, pdf, docx). It no longer serves the collaboration.

Generates a secure key for Y_PROVIDER_API_KEY in env.d/yprovider, and repeat it in env.d/yhub.

Docs

The Docs backend is built on the Django Framework.

Generates a secure key for DJANGO_SECRET_KEY in env.d/backend.

Logging

Update the following variables in env.d/backend if you want to change the logging levels:

LOGGING_LEVEL_HANDLERS_CONSOLE=DEBUG
LOGGING_LEVEL_LOGGERS_ROOT=DEBUG
LOGGING_LEVEL_LOGGERS_APP=DEBUG

Mail

The following environment variables are required in env.d/backend for the mail service to send invitations :

DJANGO_EMAIL_HOST=<smtp host> 
DJANGO_EMAIL_HOST_USER=<smtp user> 
DJANGO_EMAIL_HOST_PASSWORD=<smtp password>
DJANGO_EMAIL_PORT=<smtp port> 
DJANGO_EMAIL_FROM=<your email address>

#DJANGO_EMAIL_USE_TLS=true # A flag to enable or disable TLS for email sending.
#DJANGO_EMAIL_USE_SSL=true # A flag to enable or disable SSL for email sending.


DJANGO_EMAIL_BRAND_NAME=<brand name used in email templates> # e.g. "La Suite Numérique"
DJANGO_EMAIL_LOGO_IMG=<logo image to use in email templates.> # e.g. "https://docs.yourdomain.tld/assets/logo-suite-numerique.png" 
DJANGO_EMAIL_URL_APP=<url used in email templates to go to the app> # e.g. "https://docs.yourdomain.tld"

AI

Built-in AI actions let users generate, summarize, translate, and correct content.

AI is disabled by default. To enable it, the following environment variables must be set in env.d/backend:

AI_FEATURE_ENABLED=true # is false by default
AI_FEATURE_BLOCKNOTE_ENABLED=true # is false by default
AI_FEATURE_LEGACY_ENABLED=true # is true by default, AI_FEATURE_ENABLED must be set to true to enable it 
AI_BASE_URL=https://openaiendpoint.com
AI_API_KEY=<API key>
AI_MODEL=<model used> e.g. llama

Frontend theme

You can customize your Docs instance with your own theme and custom css.

The following environment variables must be set in env.d/backend:

FRONTEND_THEME=default # name of your theme built with Cunningham
FRONTEND_CSS_URL=https://storage.yourdomain.tld/themes/custom.css # custom css

Step 3: Reverse proxy and SSL/TLS

Warning

In a production environment, configure SSL/TLS termination to run your instance on https.

If you have your own certificates and proxy setup, you can skip this part.

You can follow our nginx proxy example with automatic generation and renewal of certificate with Let's Encrypt.

You will need to uncomment the environment and network sections in compose file and update it with your values.

  frontend:
    ...
    # Uncomment and set your values if using our nginx proxy example
    #environment:
    # - VIRTUAL_HOST=${DOCS_HOST} # used by nginx proxy 
    # - VIRTUAL_PORT=8083 # used by nginx proxy
    # - LETSENCRYPT_HOST=${DOCS_HOST} # used by lets encrypt to generate TLS certificate
    ...
# Uncomment if using our nginx proxy example
#    networks:
#    - proxy-tier
#
#networks:
#  proxy-tier:
#    external: true

Step 4: Create the schema of the collaboration server

The collaboration server never runs DDL itself, so its schema has to be created before it starts:

docker compose run --rm yhub npm run init-db

It creates the yhub database when it is missing, and every table the version you are installing needs. It is idempotent, so re-running it is always safe — and it has to be re-run after every upgrade, see below. Until it has run, the collaboration server answers every read with a relation "..." does not exist error and stays unhealthy.

Step 5: Start Docs

You are ready to start your Docs application !

docker compose up -d

Note

Version of the images are set to latest, you should pin it to the desired version to avoid unwanted upgrades when pulling latest image.

Step 6: Run the database migration and create Django admin user

docker compose run --rm backend python manage.py migrate
docker compose run --rm backend python manage.py createsuperuser --email <admin email> --password <admin password>

Replace <admin email> with the email of your admin user and generate a secure password.

Your docs instance is now available on the domain you defined, https://docs.yourdomain.tld.

The admin interface is available on https://docs.yourdomain.tld/admin with the admin user you just created.

How to upgrade your Docs application

Before running an upgrade you must check the Upgrade document for specific procedures that might be needed.

You can also check the Changelog for brief summary of the changes.

Step 1: Edit the images tag with the desired version

Step 2: Pull the images

docker compose pull

Step 3: Restart your containers

docker compose restart

Step 4: Run the database migrations

Your database schemas may need to be updated. The backend's:

docker compose run --rm backend python manage.py migrate

and the collaboration server's, which is the same command as at install time:

docker compose run --rm yhub npm run init-db

Upgrading from a release without the collaboration server

Documents created before the collaboration server existed have their content in the object storage, one object per document at key {document-id}/file, and the collaboration server starts out knowing none of them. It has to be handed the corpus, otherwise those documents open empty.

  1. Before letting anyone in, uncomment the SOFT_MIGRATION block of env.d/yhub and point it at your media bucket (LEGACY_S3_ENDPOINT_URL, LEGACY_S3_ACCESS_KEY_ID, LEGACY_S3_SECRET_ACCESS_KEY, LEGACY_S3_BUCKET_NAME). Read-only credentials scoped to that bucket are enough — this service terminates untrusted traffic, do not give it the backend's read-write keys. A document is then migrated from its legacy object the first time someone opens it.

  2. Then migrate the whole corpus, which that lazy migration never finishes on its own — a document nobody opens stays in the bucket forever:

    docker compose run --rm backend python manage.py migrate_documents
    

    It hands every document to the collaboration server, which replays its full version history. The run is resumable and safe to repeat: what became of every document is recorded, and --retry-failed picks up the ones that failed. --dry-run counts what it would do, and --concurrency, --rate and --limit bound it.

Only once that run has covered the corpus may SOFT_MIGRATION be commented out again. And keep the media bucket, its objects and its versioning either way: the version history of a document is still served from there.

The full procedure, including what changes in the environment variables of an existing instance, is in the Upgrade document.