web/_posts/2019-08-09-getting-started.md

---
title: Getting Started
author: cotes
date: 2019-08-09 20:55:00 +0800
categories: [Blogging, Tutorial]
tags: [getting started]
pin: true
---

## Prerequisites

Follow the instructions in the [Jekyll Docs](https://jekyllrb.com/docs/installation/) to complete the installation of the basic environment. [Git](https://git-scm.com/) also needs to be installed.

## Installation

### Creating a New Site

There are two ways to create a new repository for this theme:

- [**Using the Chirpy Starter**](#option-1-using-the-chirpy-starter) - Easy to upgrade, isolates irrelevant project files so you can focus on writing.
- [**Forking on GitHub**](#option-2-forking-on-github) - Convenient for custom development, but difficult to upgrade. Unless you are familiar with Jekyll and are determined to tweak or contribute to this project, this approach is not recommended.

#### Option 1. Using the Chirpy Starter

Sign in to GitHub and browse to [**Chirpy Starter**](https://github.com/cotes2020/chirpy-starter/), click the button <kbd>Use this template</kbd> > <kbd>Create a new repository</kbd>, and name the new repository `USERNAME.github.io`, where `USERNAME` represents your GitHub username.

#### Option 2. Forking on GitHub

[Fork **Chirpy**](https://github.com/cotes2020/jekyll-theme-chirpy/fork) on GitHub and rename it to `USERNAME.github.io`. Note that the default branch code is under development. To ensure the stability of your site, please switch to the [latest tag][latest-tag] and start writing.

And then execute:

```console
$ bash tools/init
```

> If you don't want to deploy your site on GitHub Pages, append option `--no-gh` at the end of the above command.
{: .prompt-info }

The above command will:

1. Remove the files in `_posts`{: .filepath} from your repository.

2. If the option `--no-gh` is provided, the directory `.github`{: .filepath} will be deleted. Otherwise, set up the GitHub Action workflow by removing the extension `.hook`{: .filepath} of `.github/workflows/pages-deploy.yml.hook`{: .filepath}, and then remove the other files and directories in the folder `.github`{: .filepath}.

3. Create a new commit to save the changes automatically.

### Installing Dependencies

Before running for the first time, go to the root directory of your site, and install dependencies as follows:

```console
$ bundle
```

## Usage

### Configuration

Update the variables of `_config.yml`{: .filepath} as needed. Some of them are typical options:

- `url`
- `avatar`
- `timezone`
- `lang`

### Customizing Stylesheet

If you need to customize the stylesheet, copy the theme's `assets/css/style.scss`{: .filepath} to the same path on your Jekyll site, and then add the custom style at the end of it.

Starting with version `4.1.0`, if you want to overwrite the SASS variables defined in `_sass/addon/variables.scss`{: .filepath}, copy the main sass file `_sass/jekyll-theme-chirpy.scss`{: .filepath} into the `_sass`{: .filepath} directory in your site's source, then create a new file `_sass/variables-hook.scss`{: .filepath} and assign new value.

### Customing Static Assets

Static assets configuration was introduced in version `5.1.0`. The CDN of the static assets is defined by file `_data/assets/cross_origin.yml`{: .filepath }, and you can replace some of them according to the network conditions in the region where your website is published.

Also, if you'd like to self-host the static assets, please refer to the [_chirpy-static-assets_](https://github.com/cotes2020/chirpy-static-assets#readme).

### Running Local Server

You may want to preview the site contents before publishing, so just run it by:

```console
$ bundle exec jekyll s
```

Or run the site on Docker with the following command:

```console
$ docker run -it --rm \
    --volume="$PWD:/srv/jekyll" \
    -p 4000:4000 jekyll/jekyll \
    jekyll serve
```

After a few seconds, the local service will be published at _<http://127.0.0.1:4000>_.

## Deployment

Before the deployment begins, check out the file `_config.yml`{: .filepath} and make sure the `url` is configured correctly. Furthermore, if you prefer the [**project site**](https://help.github.com/en/github/working-with-github-pages/about-github-pages#types-of-github-pages-sites) and don't use a custom domain, or you want to visit your website with a base URL on a web server other than **GitHub Pages**, remember to change the `baseurl` to your project name that starts with a slash, e.g, `/project-name`.

Now you can choose _ONE_ of the following methods to deploy your Jekyll site.

### Deploy by Using GitHub Actions

There are a few things to get ready for.

- If you're on the GitHub Free plan, keep your site repository public.
- If you have committed `Gemfile.lock`{: .filepath} to the repository, and your local machine is not running Linux, go the the root of your site and update the platform list of the lock-file:

  ```console
  $ bundle lock --add-platform x86_64-linux
  ```

Next, configure the _Pages_ service.

1. Browse to your repository on GitHub. Select the tab _Settings_, then click _Pages_ in the left navigation bar. Then, in the **Source** section (under _Build and deployment_), select [**GitHub Actions**][pages-workflow-src] from the dropdown menu.

2. Push any commits to GitHub to trigger the _Actions_ workflow. In the _Actions_ tab of your repository, you should see the workflow _Build and Deploy_ running. Once the build is complete and successful, the site will be deployed automatically.

At this point, you can go to the URL indicated by GitHub to access your site.

### Manually Build and Deploy

On self-hosted servers, you cannot enjoy the convenience of **GitHub Actions**. Therefore, you should build the site on your local machine and then upload the site files to the server.

Go to the root of the source project, and build your site as follows:

```console
$ JEKYLL_ENV=production bundle exec jekyll b
```

Or build the site on Docker:

```console
$ docker run -it --rm \
    --env JEKYLL_ENV=production \
    --volume="$PWD:/srv/jekyll" \
    jekyll/jekyll \
    jekyll build
```

Unless you specified the output path, the generated site files will be placed in folder `_site`{: .filepath} of the project's root directory. Now you should upload those files to the target server.

## Upgrading

It depends on how you use the theme:

- If you are using the theme gem (there will be `gem "jekyll-theme-chirpy"` in the `Gemfile`{: .filepath}), editing the `Gemfile`{: .filepath} and update the version number of the theme gem, for example:

  ```diff
  - gem "jekyll-theme-chirpy", "~> 3.2", ">= 3.2.1"
  + gem "jekyll-theme-chirpy", "~> 4.3", ">= 4.3.2"
  ```
  {: .nolineno file="Gemfile" }

  And then execute the following command:

  ```console
  $ bundle update jekyll-theme-chirpy
  ```

  As the version upgrades, the critical files (for details, see the [Startup Template][starter]) and configuration options will change. Please refer to the [Upgrade Guide](https://github.com/cotes2020/jekyll-theme-chirpy/wiki/Upgrade-Guide) to keep your repo's files in sync with the latest version of the theme.

- If you forked from the source project (there will be `gemspec` in the `Gemfile`{: .filepath} of your site), then merge the [latest upstream tags][latest-tag] into your Jekyll site to complete the upgrade.
The merge is likely to conflict with your local modifications. Please be patient and careful to resolve these conflicts.

[starter]: https://github.com/cotes2020/chirpy-starter
[workflow]: https://github.com/cotes2020/jekyll-theme-chirpy/blob/master/.github/workflows/pages-deploy.yml.hook
[pages-workflow-src]: https://docs.github.com/en/pages/getting-started-with-github-pages/configuring-a-publishing-source-for-your-github-pages-site#publishing-with-a-custom-github-actions-workflow
[latest-tag]: https://github.com/cotes2020/jekyll-theme-chirpy/tags