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docs: migrate upgrade details to the wiki

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Prerequisites

Follow the instructions in the Jekyll Docs to complete the installation of the basic environment. Git 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 - Easy to upgrade, isolates irrelevant project files so you can focus on writing.
GitHub Fork - 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, click the button Use this template > Create a new repository, and name the new repository USERNAME.github.io, where USERNAME represents your GitHub username.

Option 2. GitHub Fork

Next, clone your site to local machine. In order to build JavaScript files later, we need to install Node.js, and then run the tool:

$ 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:

Check out the code to the latest tag (to ensure the stability of your site: as the code for the default branch is under development).
Remove non-essential sample files and take care of GitHub-related files.
Build JavaScript files and export to assets/js/dist/{: .filepath }, then make them tracked by Git.
Automatically create a new commit to save the changes above.

Installing Dependencies

Before running local server for the first time, go to the root directory of your site and run:

$ 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.

Running Local Server

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

$ bundle exec jekyll s

Or run the site on Docker with the following command:

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

Next, configure the Pages service.

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 from the dropdown menu.
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:

$ JEKYLL_ENV=production bundle exec jekyll b

Or build the site on Docker:

$ 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.

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