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docs/dev-tools/build-plane-app/create-oauth-application.md

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@@ -6,11 +6,12 @@ keywords: plane oauth application, create plane app, client id secret, plane app
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# Create an OAuth Application
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1. Navigate to **Workspace Settings****Integrations**.
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1. Navigate to **Workspace Settings****Integrations**.
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```text
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https://app.plane.so/<workspace>/settings/integrations/
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```
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2. Click **Build your own**.
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3. Fill in the required details:
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docs/self-hosting/govern/database-and-storage.md

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@@ -14,127 +14,128 @@ The Prime CLI lets you easily configure your Commercial Edition instance, provid
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1. Run the Prime CLI with ↓:
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`sudo prime-cli`
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`sudo prime-cli`
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2. Once the CLI is running, enter `configure`, which will guide you through a step-by-step form where you can specify the following:
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- `Listening port`
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Define the port for the built-in reverse proxy.
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_Default_: `80`
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- `Max file-upload size`
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Set the maximum file size (in MB) that members can upload.
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_Default_: `5 MB`
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- `External Postgres URL`
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Provide the URL of your external PostgreSQL instance if you want to switch from the default Plane configuration.
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_Default_: `Postgres 15.5` in the Docker container.
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::: warning
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Don’t use a database on your local machine. If you use `localhost` in the URL, it won’t work. Make sure to use a database hosted on a network-accessible server.
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Avoid using special characters in your PostgreSQL password.
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:::
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- `External Redis URL`
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Specify the URL of your external Redis instance to override the default Redis configuration.
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_Default_: `Redis 7.2.4`
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- `External storage`
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Plane currently supports only S3 compatible storages.
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_Default_: `MinIO`
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1. Ensure your IAM user has the following permissions on your S3 bucket.
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- **s3:GetObject**
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To access the objects.
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- **s3:PutObject**
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To upload new assets using the presigned url.
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2. Configure the CORS policy on your bucket to enable presigned uploads. Use the example policy below, making sure to replace `<YOUR_DOMAIN>` with your actual domain.
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```
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[
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{
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"AllowedHeaders": [
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"*"
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],
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"AllowedMethods": [
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"GET",
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"POST",
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"PUT",
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"DELETE",
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"HEAD"
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],
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"AllowedOrigins": [
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"<YOUR_DOMAIN>",
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],
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"ExposeHeaders": [
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"ETag",
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"x-amz-server-side-encryption",
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"x-amz-request-id",
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"x-amz-id-2"
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],
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"MaxAgeSeconds": 3000
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}
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]
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```
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3. Switch to your external storage by providing the following values:
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- S3 access key ID 
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- S3 secret access key
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- S3 bucket name
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- S3 region 
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- S3 endpoint URL
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- `Listening port`
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Define the port for the built-in reverse proxy.
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_Default_: `80`
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25+
- `Max file-upload size`
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Set the maximum file size (in MB) that members can upload.
27+
_Default_: `5 MB`
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29+
- `External Postgres URL`
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Provide the URL of your external PostgreSQL instance if you want to switch from the default Plane configuration.
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_Default_: `Postgres 15.5` in the Docker container.
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33+
::: warning
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Don’t use a database on your local machine. If you use `localhost` in the URL, it won’t work. Make sure to use a database hosted on a network-accessible server.
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Avoid using special characters in your PostgreSQL password.
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:::
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- `External Redis URL`
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Specify the URL of your external Redis instance to override the default Redis configuration.
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_Default_: `Redis 7.2.4`
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- `External storage`
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Plane currently supports only S3 compatible storages.
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_Default_: `MinIO`
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1. Ensure your IAM user has the following permissions on your S3 bucket.
47+
- **s3:GetObject**
48+
To access the objects.
49+
- **s3:PutObject**
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To upload new assets using the presigned url.
51+
2. Configure the CORS policy on your bucket to enable presigned uploads. Use the example policy below, making sure to replace `<YOUR_DOMAIN>` with your actual domain.
52+
```
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[
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{
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"AllowedHeaders": [
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"*"
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],
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"AllowedMethods": [
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"GET",
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"POST",
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"PUT",
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"DELETE",
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"HEAD"
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],
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"AllowedOrigins": [
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"<YOUR_DOMAIN>",
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],
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"ExposeHeaders": [
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"ETag",
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"x-amz-server-side-encryption",
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"x-amz-request-id",
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"x-amz-id-2"
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],
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"MaxAgeSeconds": 3000
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}
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]
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```
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3. Switch to your external storage by providing the following values:
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- S3 access key ID 
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- S3 secret access key
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- S3 bucket name
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- S3 region 
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- S3 endpoint URL
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3. After confirming your choices, your instance will automatically restart with the updated configuration.
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::: details Community Edition
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To configure external Postgres, Redis, and S3 storage for the Plane Community Edition, you’ll need to adjust several environment variables in the plane.env file. Follow this guide to set up each component using the correct values for your external services.
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1. Open the `plane.env` file on your server where Plane is installed.
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2. In the **DB SETTINGS** section, update the variables to connect to your external Postgres instance:
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```bash
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# DB SETTINGS
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PGHOST=your-external-postgres-host # Replace with the hostname or IP address of your Postgres server.
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PGDATABASE= # Leave blank when using external database.
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POSTGRES_USER=your-postgres-username # The username to access Postgres.
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POSTGRES_PASSWORD=your-postgres-password # Password for the Postgres user.
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POSTGRES_DB=your-database-name # The name of the database Plane should connect to.
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POSTGRES_PORT=5432 # Port where Postgres is accessible (usually 5432).
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PGDATA=/var/lib/postgresql/data # No need to change this for external Postgres.
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DATABASE_URL= # Leave this empty if you're providing values for the variables above. If you choose to use the DATABASE_URL, you can leave all the other database-related variables empty.
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```
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::: warning
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Don’t use a database on your local machine. If you use `localhost` in the URL, it won’t work. Make sure to use a database hosted on a network-accessible server.
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Avoid using special characters in your PostgreSQL password.
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:::
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3. In the **REDIS SETTINGS** section, update the variables to connect to your external Redis instance:
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```bash
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# REDIS SETTINGS
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REDIS_HOST=your-external-redis-host # Hostname or IP of the Redis server.
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REDIS_PORT=6379 # Port where Redis is accessible (default is 6379).
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REDIS_URL= # Leave this empty if you're providing values for the variables above. If you choose to use the REDIS_URL, you can leave all the other redis-related variables empty.
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```
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4. In the **DATA STORE SETTINGS** section, update the variables for any S3-compatible storage:
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```bash
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# DATA STORE SETTINGS
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USE_MINIO=0 # Set to 0 if using an external S3, 1 if using MinIO (default).
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AWS_REGION=your-s3-region # For AWS, set the region, e.g., "us-west-1".
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AWS_ACCESS_KEY_ID=your-s3-access-key # Access key for S3.
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AWS_SECRET_ACCESS_KEY=your-s3-secret-key # Secret key for S3.
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AWS_S3_ENDPOINT_URL=https://your-s3-endpoint # URL for S3 API endpoint (e.g., "https://s3.amazonaws.com" for AWS).
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AWS_S3_BUCKET_NAME=your-s3-bucket-name # Name of the S3 bucket for storing Plane data.
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MINIO_ROOT_USER= # Leave blank when using external S3.
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MINIO_ROOT_PASSWORD= # Leave blank when using external S3.
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BUCKET_NAME= # Leave blank when using external S3.
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FILE_SIZE_LIMIT=5242880 # Set maximum file upload size in bytes (5MB here).
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```
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5. Save your changes to the `plane.env` file.
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6. Restart Plane services to apply the new settings using the `setup.sh` script.
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To configure external Postgres, Redis, and S3 storage for the Plane Community Edition, you’ll need to adjust several environment variables in the plane.env file. Follow this guide to set up each component using the correct values for your external services.
91+
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1. Open the `plane.env` file on your server where Plane is installed.
93+
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2. In the **DB SETTINGS** section, update the variables to connect to your external Postgres instance:
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```bash
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# DB SETTINGS
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PGHOST=your-external-postgres-host # Replace with the hostname or IP address of your Postgres server.
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PGDATABASE= # Leave blank when using external database.
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POSTGRES_USER=your-postgres-username # The username to access Postgres.
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POSTGRES_PASSWORD=your-postgres-password # Password for the Postgres user.
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POSTGRES_DB=your-database-name # The name of the database Plane should connect to.
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POSTGRES_PORT=5432 # Port where Postgres is accessible (usually 5432).
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PGDATA=/var/lib/postgresql/data # No need to change this for external Postgres.
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DATABASE_URL= # Leave this empty if you're providing values for the variables above. If you choose to use the DATABASE_URL, you can leave all the other database-related variables empty.
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```
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::: warning
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Don’t use a database on your local machine. If you use `localhost` in the URL, it won’t work. Make sure to use a database hosted on a network-accessible server.
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Avoid using special characters in your PostgreSQL password.
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:::
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3. In the **REDIS SETTINGS** section, update the variables to connect to your external Redis instance:
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```bash
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# REDIS SETTINGS
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REDIS_HOST=your-external-redis-host # Hostname or IP of the Redis server.
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REDIS_PORT=6379 # Port where Redis is accessible (default is 6379).
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REDIS_URL= # Leave this empty if you're providing values for the variables above. If you choose to use the REDIS_URL, you can leave all the other redis-related variables empty.
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```
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4. In the **DATA STORE SETTINGS** section, update the variables for any S3-compatible storage:
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```bash
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# DATA STORE SETTINGS
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USE_MINIO=0 # Set to 0 if using an external S3, 1 if using MinIO (default).
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AWS_REGION=your-s3-region # For AWS, set the region, e.g., "us-west-1".
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AWS_ACCESS_KEY_ID=your-s3-access-key # Access key for S3.
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AWS_SECRET_ACCESS_KEY=your-s3-secret-key # Secret key for S3.
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AWS_S3_ENDPOINT_URL=https://your-s3-endpoint # URL for S3 API endpoint (e.g., "https://s3.amazonaws.com" for AWS).
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AWS_S3_BUCKET_NAME=your-s3-bucket-name # Name of the S3 bucket for storing Plane data.
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MINIO_ROOT_USER= # Leave blank when using external S3.
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MINIO_ROOT_PASSWORD= # Leave blank when using external S3.
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BUCKET_NAME= # Leave blank when using external S3.
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FILE_SIZE_LIMIT=5242880 # Set maximum file upload size in bytes (5MB here).
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```
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5. Save your changes to the `plane.env` file.
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6. Restart Plane services to apply the new settings using the `setup.sh` script.
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:::

docs/self-hosting/govern/integrations/gitlab.md

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**For Plane Cloud:**
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` https://silo.plane.so/api/oauth/gitlab-enterprise/auth/callback
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`
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`
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**For Plane Self-Hosted:**
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` https://<your-domain>/silo/api/oauth/gitlab-enterprise/auth/callback

docs/self-hosting/govern/reset-password.md

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Users can reset their password through the terminal of the Plane application. You need to login to backend docker container and run the below command for resetting a user’s password.
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1. Get the container id for **plane-api**.
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```bash
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docker ps
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```
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```bash
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docker ps
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```
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2. Log in to the container.
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```bash
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docker exec -it <container_id> /bin/sh
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```
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```bash
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docker exec -it <container_id> /bin/sh
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```
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3. Run the reset password command.
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`bash
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python manage.py reset_password <email>
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`
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::: tip
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The email should be of an already existing user on the Plane application. If the email is not attached to any user the command will throw an error.
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:::
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```bash
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python manage.py reset_password <email>
24+
```
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::: tip
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The email should be of an already existing user on the Plane application. If the email is not attached to any user the command will throw an error.
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:::

docs/self-hosting/manage/community-to-airgapped.md

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1. Download the latest version of `setup.sh`.
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```bash
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curl -fsSL https://github.com/makeplane/plane/releases/latest/download/setup.sh -o setup.sh
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```
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```bash
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curl -fsSL https://github.com/makeplane/plane/releases/latest/download/setup.sh -o setup.sh
27+
```
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2. Run the setup.sh backup script to take the backup of the Community Edition instance.
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```bash
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./setup.sh backup
32-
```
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This will create a backup of the plane community instance in the `backup/` folder with the timestamp as the folder name.
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`bash
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backup/
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└── 20250605-0938
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├── pgdata.tar.gz
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├── rabbitmq_data.tar.gz
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├── redisdata.tar.gz
40-
└── uploads.tar.gz
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`
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```bash
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./setup.sh backup
32+
```
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This will create a backup of the plane community instance in the `backup/` folder with the timestamp as the folder name.
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```bash
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backup/
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└── 20250605-0938
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├── pgdata.tar.gz
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├── rabbitmq_data.tar.gz
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├── redisdata.tar.gz
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└── uploads.tar.gz
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```
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## Restore data on Airgapped instance
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docs/self-hosting/manage/migrate-plane.md

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## Steps
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1. **Delink licenses**
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Log in to Plane on your current server. Head to each paid workspace like Pro or Business and [delink the licenses](/self-hosting/manage/manage-licenses/activate-pro-and-business#delink-license-key). This will free up the licenses for activation on your new server. Ideally, you have just one paid workspace.
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Log in to Plane on your current server. Head to each paid workspace like Pro or Business and [delink the licenses](/self-hosting/manage/manage-licenses/activate-pro-and-business#delink-license-key). This will free up the licenses for activation on your new server. Ideally, you have just one paid workspace.
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2. **Backup data**
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Create a backup of your Plane instance with ↓:
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`bash
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prime-cli backup
32-
`
33-
This command will generate a backup file in the path: `/opt/plane/backups`.
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Create a backup of your Plane instance with ↓:
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```bash
31+
prime-cli backup
32+
```
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This command will generate a backup file in the path: `/opt/plane/backups`.
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::: warning
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**Prime CLI is for Docker installations only.** These commands only work on Plane instances originally installed using `prime-cli`.
37-
:::
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::: warning
37+
**Prime CLI is for Docker installations only.** These commands only work on Plane instances originally installed using `prime-cli`.
38+
:::
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3. **Set up Plane on the new server**
40-
Follow the [installation guide](/self-hosting/methods/docker-compose#install-plane) to deploy Plane on the new instance.
41+
Follow the [installation guide](/self-hosting/methods/docker-compose#install-plane) to deploy Plane on the new instance.
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4. **Transfer backup files**
43-
Copy the `backups` folder from the old server, created in step 2, to the new server. Place the backup in the folder `/opt/plane`.
44+
Copy the `backups` folder from the old server, created in step 2, to the new server. Place the backup in the folder `/opt/plane`.
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5. **Restore data**
46-
On the new server, restore your data with ↓:
47-
```bash
48-
prime-cli restore
49-
````
50-
Follow the prompts during the restore process to make sure everything is set up correctly.
47+
On the new server, restore your data with ↓:
48+
49+
```bash
50+
prime-cli restore
51+
```
52+
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Follow the prompts during the restore process to make sure everything is set up correctly.
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6. **Reactivate license**
53-
Finally, [reactivate your license keys](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) on the new instance.
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Finally, [reactivate your license keys](/self-hosting/manage/manage-licenses/activate-pro-and-business#activate-your-license) on the new instance.
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This should get your Plane instance up and running on the new server.
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This should get your Plane instance up and running on the new server.

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