Setting up Capistrano 3 for Rails application

Prerequisites-

1. An existing Rails application.
2. Application is uploaded on a SCM preferably Git
3. Deployment server is SSH enabled. Incase you are trying local deployment on Mac OS X, you can refer here

Now the Capistrano 3 setup –

1. Install Capistrano and its related sub-modules by adding to Gemfile –
   group :development, :test do
gem 'capistrano', '~> 3.4.0'
gem 'capistrano-rails', '~> 1.1.0'
gem 'capistrano-bundler'
endbundle install
2. Create requisite directory structure pertaining to Capistrano
   bundle exec cap install
   
3. Update Capfile to include installed Capistrano helper modules
   # Load DSL and set up stages
require 'capistrano/setup'# Include default deployment tasks
   require ‘capistrano/deploy’
   require ‘capistrano/rails’
   require ‘capistrano/bundler’
4. Update deploy.rb with general deployment settings. Uncomment and update the configuration as applicable.
5. Now mention deployment server and SSH connection details, say for local environment, in app > config > deploy > local.rbserver '192.168.1.xx', user: 'username', roles: %w{db web app} , :primary => true
set :ssh_options, {
user: 'username', # overrides user setting above
# keys: %w(/home/user_name/.ssh/id_rsa),
forward_agent: false,
# auth_methods: %w(publickey password)
password: 'Use keys'
}

6. Now that the bare-minimum configuration is complete, we can go ahead and test connectivity and structure creation.

   cap staging deploy:check

   

7. All looks good, now deploy –
   cap staging deploy

References:

• https://gist.github.com/stevenyap/9130882
• http://capistranorb.com/documentation/getting-started/installation/