configuring.md 51.0 KB
Newer Older
1 2
Configuring Rails Applications
==============================
3

4
This guide covers the configuration and initialization features available to Rails applications.
5

6
After reading this guide, you will know:
7

8 9
* How to adjust the behavior of your Rails applications.
* How to add additional code to be run at application start time.
10

11
--------------------------------------------------------------------------------
12

13 14
Locations for Initialization Code
---------------------------------
15

16
Rails offers four standard spots to place initialization code:
17

18
* `config/application.rb`
19
* Environment-specific configuration files
20
* Initializers
21
* After-initializers
22

23 24
Running Code Before Rails
-------------------------
25

26
In the rare event that your application needs to run some code before Rails itself is loaded, put it above the call to `require 'rails/all'` in `config/application.rb`.
27

28 29
Configuring Rails Components
----------------------------
30

31
In general, the work of configuring Rails means configuring the components of Rails, as well as configuring Rails itself. The configuration file `config/application.rb` and environment-specific configuration files (such as `config/environments/production.rb`) allow you to specify the various settings that you want to pass down to all of the components.
32

33
For example, the `config/application.rb` file includes this setting:
34

35
```ruby
36
config.autoload_paths += %W(#{config.root}/extras)
37
```
38

39
This is a setting for Rails itself. If you want to pass settings to individual Rails components, you can do so via the same `config` object in `config/application.rb`:
40

41
```ruby
42
config.active_record.schema_format = :ruby
43
```
44 45 46

Rails will use that particular setting to configure Active Record.

47
### Rails General Configuration
P
Pratik Naik 已提交
48

49
These configuration methods are to be called on a `Rails::Railtie` object, such as a subclass of `Rails::Engine` or `Rails::Application`.
50

51
* `config.after_initialize` takes a block which will be run _after_ Rails has finished initializing the application. That includes the initialization of the framework itself, engines, and all the application's initializers in `config/initializers`. Note that this block _will_ be run for rake tasks. Useful for configuring values set up by other initializers:
52

53 54 55 56 57
    ```ruby
    config.after_initialize do
      ActionView::Base.sanitized_allowed_tags.delete 'div'
    end
    ```
58

59
* `config.asset_host` sets the host for the assets. Useful when CDNs are used for hosting assets, or when you want to work around the concurrency constraints builtin in browsers using different domain aliases. Shorter version of `config.action_controller.asset_host`.
60

61
* `config.autoload_once_paths` accepts an array of paths from which Rails will autoload constants that won't be wiped per request. Relevant if `config.cache_classes` is false, which is the case in development mode by default. Otherwise, all autoloading happens only once. All elements of this array must also be in `autoload_paths`. Default is an empty array.
62

63
* `config.autoload_paths` accepts an array of paths from which Rails will autoload constants. Default is all directories under `app`.
64

65
* `config.cache_classes` controls whether or not application classes and modules should be reloaded on each request. Defaults to false in development mode, and true in test and production modes. Can also be enabled with `threadsafe!`.
P
Pratik Naik 已提交
66

67
* `config.action_view.cache_template_loading` controls whether or not templates should be reloaded on each request. Defaults to whatever is set for `config.cache_classes`.
68

69
* `config.cache_store` configures which cache store to use for Rails caching. Options include one of the symbols `:memory_store`, `:file_store`, `:mem_cache_store`, `:null_store`, or an object that implements the cache API. Defaults to `:file_store` if the directory `tmp/cache` exists, and to `:memory_store` otherwise.
P
Pratik Naik 已提交
70

71
* `config.colorize_logging` specifies whether or not to use ANSI color codes when logging information. Defaults to true.
72

73
* `config.consider_all_requests_local` is a flag. If true then any error will cause detailed debugging information to be dumped in the HTTP response, and the `Rails::Info` controller will show the application runtime context in `/rails/info/properties`. True by default in development and test environments, and false in production mode. For finer-grained control, set this to false and implement `local_request?` in controllers to specify which requests should provide debugging information on errors.
74

75
* `config.console` allows you to set class that will be used as console you run `rails console`. It's best to run it in `console` block:
76

77 78 79 80 81 82 83 84
    ```ruby
    console do
      # this block is called only when running console,
      # so we can safely require pry here
      require "pry"
      config.console = Pry
    end
    ```
85

86
* `config.dependency_loading` is a flag that allows you to disable constant autoloading setting it to false. It only has effect if `config.cache_classes` is true, which it is by default in production mode. This flag is set to false by `config.threadsafe!`.
87

88
* `config.eager_load` when true, eager loads all registered `config.eager_load_namespaces`. This includes your application, engines, Rails frameworks and any other registered namespace.
J
José Valim 已提交
89

90
* `config.eager_load_namespaces` registers namespaces that are eager loaded when `config.eager_load` is true. All namespaces in the list must respond to the `eager_load!` method.
J
José Valim 已提交
91

92
* `config.eager_load_paths` accepts an array of paths from which Rails will eager load on boot if cache classes is enabled. Defaults to every folder in the `app` directory of the application.
P
Pratik Naik 已提交
93

94
* `config.encoding` sets up the application-wide encoding. Defaults to UTF-8.
R
Ryan Bigg 已提交
95

96
* `config.exceptions_app` sets the exceptions application invoked by the ShowException middleware when an exception happens. Defaults to `ActionDispatch::PublicExceptions.new(Rails.public_path)`.
J
José Valim 已提交
97

98
* `config.file_watcher` the class used to detect file updates in the filesystem when `config.reload_classes_only_on_change` is true. Must conform to `ActiveSupport::FileUpdateChecker` API.
99

100 101 102
* `config.filter_parameters` used for filtering out the parameters that
you don't want shown in the logs, such as passwords or credit card
numbers. New applications filter out passwords by adding the following `config.filter_parameters+=[:password]` in `config/initializers/filter_parameter_logging.rb`.
R
Ryan Bigg 已提交
103

104
* `config.force_ssl` forces all requests to be under HTTPS protocol by using `ActionDispatch::SSL` middleware.
P
Pratik Naik 已提交
105

106
* `config.log_formatter` defines the formatter of the Rails logger. This option defaults to an instance of `ActiveSupport::Logger::SimpleFormatter` for all modes except production, where it defaults to `Logger::Formatter`.
107

108
* `config.log_level` defines the verbosity of the Rails logger. This option defaults to `:debug` for all modes except production, where it defaults to `:info`.
P
Pratik Naik 已提交
109

110
* `config.log_tags` accepts a list of methods that respond to `request` object. This makes it easy to tag log lines with debug information like subdomain and request id - both very helpful in debugging multi-user production applications.
111

112
* `config.logger` accepts a logger conforming to the interface of Log4r or the default Ruby `Logger` class. Defaults to an instance of `ActiveSupport::Logger`, with auto flushing off in production mode.
P
Pratik Naik 已提交
113

114
* `config.middleware` allows you to configure the application's middleware. This is covered in depth in the [Configuring Middleware](#configuring-middleware) section below.
115

116
* `config.reload_classes_only_on_change` enables or disables reloading of classes only when tracked files change. By default tracks everything on autoload paths and is set to true. If `config.cache_classes` is true, this option is ignored.
117

118
* `config.secret_key_base` used for specifying a key which allows sessions for the application to be verified against a known secure key to prevent tampering. Applications get `config.secret_key_base` initialized to a random key in `config/initializers/secret_token.rb`.
119

120
* `config.serve_static_assets` configures Rails itself to serve static assets. Defaults to true, but in the production environment is turned off as the server software (e.g. Nginx or Apache) used to run the application should serve static assets instead. Unlike the default setting set this to true when running (absolutely not recommended!) or testing your app in production mode using WEBrick. Otherwise you won't be able use page caching and requests for files that exist regularly under the public directory will anyway hit your Rails app.
121

122
* `config.session_store` is usually set up in `config/initializers/session_store.rb` and specifies what class to use to store the session. Possible values are `:cookie_store` which is the default, `:mem_cache_store`, and `:disabled`. The last one tells Rails not to deal with sessions. Custom session stores can also be specified:
123

124 125 126
    ```ruby
    config.session_store :my_custom_store
    ```
127

128
    This custom store must be defined as `ActionDispatch::Session::MyCustomStore`.
129

130
* `config.time_zone` sets the default time zone for the application and enables time zone awareness for Active Record.
P
Pratik Naik 已提交
131

132 133
* `config.beginning_of_week` sets the default beginning of week for the application. Accepts a valid week day symbol (e.g. `:monday`).

134
### Configuring Assets
135

136 137
* `config.assets.enabled` a flag that controls whether the asset
pipeline is enabled. It is set to true by default.
P
Pratik Naik 已提交
138

139
* `config.assets.compress` a flag that enables the compression of compiled assets. It is explicitly set to true in `config/production.rb`.
140

141
* `config.assets.css_compressor` defines the CSS compressor to use. It is set by default by `sass-rails`. The unique alternative value at the moment is `:yui`, which uses the `yui-compressor` gem.
142

143
* `config.assets.js_compressor` defines the JavaScript compressor to use. Possible values are `:closure`, `:uglifier` and `:yui` which require the use of the `closure-compiler`, `uglifier` or `yui-compressor` gems respectively.
144

145
* `config.assets.paths` contains the paths which are used to look for assets. Appending paths to this configuration option will cause those paths to be used in the search for assets.
146

147
* `config.assets.precompile` allows you to specify additional assets (other than `application.css` and `application.js`) which are to be precompiled when `rake assets:precompile` is run.
148

149
* `config.assets.prefix` defines the prefix where assets are served from. Defaults to `/assets`.
150

151
* `config.assets.digest` enables the use of MD5 fingerprints in asset names. Set to `true` by default in `production.rb`.
152

153
* `config.assets.debug` disables the concatenation and compression of assets. Set to `true` by default in `development.rb`.
154

155
* `config.assets.cache_store` defines the cache store that Sprockets will use. The default is the Rails file store.
156

157
* `config.assets.version` is an option string that is used in MD5 hash generation. This can be changed to force all files to be recompiled.
158

159
* `config.assets.compile` is a boolean that can be used to turn on live Sprockets compilation in production.
160

161
* `config.assets.logger` accepts a logger conforming to the interface of Log4r or the default Ruby `Logger` class. Defaults to the same configured at `config.logger`. Setting `config.assets.logger` to false will turn off served assets logging.
162

163
### Configuring Generators
164

165
Rails allows you to alter what generators are used with the `config.generators` method. This method takes a block:
166

167
```ruby
168 169 170 171
config.generators do |g|
  g.orm :active_record
  g.test_framework :test_unit
end
172
```
173 174 175

The full set of methods that can be used in this block are as follows:

176 177 178 179 180 181 182 183 184 185 186 187 188
* `assets` allows to create assets on generating a scaffold. Defaults to `true`.
* `force_plural` allows pluralized model names. Defaults to `false`.
* `helper` defines whether or not to generate helpers. Defaults to `true`.
* `integration_tool` defines which integration tool to use. Defaults to `nil`.
* `javascripts` turns on the hook for JavaScript files in generators. Used in Rails for when the `scaffold` generator is run. Defaults to `true`.
* `javascript_engine` configures the engine to be used (for eg. coffee) when generating assets. Defaults to `nil`.
* `orm` defines which orm to use. Defaults to `false` and will use Active Record by default.
* `resource_controller` defines which generator to use for generating a controller when using `rails generate resource`. Defaults to `:controller`.
* `scaffold_controller` different from `resource_controller`, defines which generator to use for generating a _scaffolded_ controller when using `rails generate scaffold`. Defaults to `:scaffold_controller`.
* `stylesheets` turns on the hook for stylesheets in generators. Used in Rails for when the `scaffold` generator is run, but this hook can be used in other generates as well. Defaults to `true`.
* `stylesheet_engine` configures the stylesheet engine (for eg. sass) to be used when generating assets. Defaults to `:css`.
* `test_framework` defines which test framework to use. Defaults to `false` and will use Test::Unit by default.
* `template_engine` defines which template engine to use, such as ERB or Haml. Defaults to `:erb`.
189

190
### Configuring Middleware
191 192 193

Every Rails application comes with a standard set of middleware which it uses in this order in the development environment:

194
* `ActionDispatch::SSL` forces every request to be under HTTPS protocol. Will be available if `config.force_ssl` is set to `true`. Options passed to this can be configured by using `config.ssl_options`.
195 196
* `ActionDispatch::Static` is used to serve static assets. Disabled if `config.serve_static_assets` is `false`.
* `Rack::Lock` wraps the app in mutex so it can only be called by a single thread at a time. Only enabled when `config.cache_classes` is `false`.
197 198
* `ActiveSupport::Cache::Strategy::LocalCache` serves as a basic memory backed cache. This cache is not thread safe and is intended only for serving as a temporary memory cache for a single thread.
* `Rack::Runtime` sets an `X-Runtime` header, containing the time (in seconds) taken to execute the request.
199
* `Rails::Rack::Logger` notifies the logs that the request has begun. After request is complete, flushes all the logs.
200 201
* `ActionDispatch::ShowExceptions` rescues any exception returned by the application and renders nice exception pages if the request is local or if `config.consider_all_requests_local` is set to `true`. If `config.action_dispatch.show_exceptions` is set to `false`, exceptions will be raised regardless.
* `ActionDispatch::RequestId` makes a unique X-Request-Id header available to the response and enables the `ActionDispatch::Request#uuid` method.
202
* `ActionDispatch::RemoteIp` checks for IP spoofing attacks and gets valid `client_ip` from request headers. Configurable with the `config.action_dispatch.ip_spoofing_check`, and `config.action_dispatch.trusted_proxies` options.
203 204 205 206 207 208 209 210 211 212 213 214
* `Rack::Sendfile` intercepts responses whose body is being served from a file and replaces it with a server specific X-Sendfile header. Configurable with `config.action_dispatch.x_sendfile_header`.
* `ActionDispatch::Callbacks` runs the prepare callbacks before serving the request.
* `ActiveRecord::ConnectionAdapters::ConnectionManagement` cleans active connections after each request, unless the `rack.test` key in the request environment is set to `true`.
* `ActiveRecord::QueryCache` caches all SELECT queries generated in a request. If any INSERT or UPDATE takes place then the cache is cleaned.
* `ActionDispatch::Cookies` sets cookies for the request.
* `ActionDispatch::Session::CookieStore` is responsible for storing the session in cookies. An alternate middleware can be used for this by changing the `config.action_controller.session_store` to an alternate value. Additionally, options passed to this can be configured by using `config.action_controller.session_options`.
* `ActionDispatch::Flash` sets up the `flash` keys. Only available if `config.action_controller.session_store` is set to a value.
* `ActionDispatch::ParamsParser` parses out parameters from the request into `params`.
* `Rack::MethodOverride` allows the method to be overridden if `params[:_method]` is set. This is the middleware which supports the PATCH, PUT, and DELETE HTTP method types.
* `ActionDispatch::Head` converts HEAD requests to GET requests and serves them as so.

Besides these usual middleware, you can add your own by using the `config.middleware.use` method:
215

216
```ruby
217
config.middleware.use Magical::Unicorns
218
```
219

220
This will put the `Magical::Unicorns` middleware on the end of the stack. You can use `insert_before` if you wish to add a middleware before another.
221

222
```ruby
223
config.middleware.insert_before ActionDispatch::Head, Magical::Unicorns
224
```
225

226
There's also `insert_after` which will insert a middleware after another:
227

228
```ruby
229
config.middleware.insert_after ActionDispatch::Head, Magical::Unicorns
230
```
231 232 233

Middlewares can also be completely swapped out and replaced with others:

234
```ruby
235
config.middleware.swap ActionController::Failsafe, Lifo::Failsafe
236
```
237

238 239
They can also be removed from the stack completely:

240
```ruby
241
config.middleware.delete "Rack::MethodOverride"
242
```
243

244
### Configuring i18n
P
Pratik Naik 已提交
245

246
* `config.i18n.default_locale` sets the default locale of an application used for i18n. Defaults to `:en`.
P
Pratik Naik 已提交
247

248
* `config.i18n.load_path` sets the path Rails uses to look for locale files. Defaults to `config/locales/*.{yml,rb}`.
P
Pratik Naik 已提交
249

250
### Configuring Active Record
251

252
`config.active_record` includes a variety of configuration options:
253

254
* `config.active_record.logger` accepts a logger conforming to the interface of Log4r or the default Ruby Logger class, which is then passed on to any new database connections made. You can retrieve this logger by calling `logger` on either an Active Record model class or an Active Record model instance. Set to `nil` to disable logging.
255

256 257 258
* `config.active_record.primary_key_prefix_type` lets you adjust the naming for primary key columns. By default, Rails assumes that primary key columns are named `id` (and this configuration option doesn't need to be set.) There are two other choices:
** `:table_name` would make the primary key for the Customer class `customerid`
** `:table_name_with_underscore` would make the primary key for the Customer class `customer_id`
259

260
* `config.active_record.table_name_prefix` lets you set a global string to be prepended to table names. If you set this to `northwest_`, then the Customer class will look for `northwest_customers` as its table. The default is an empty string.
261

262
* `config.active_record.table_name_suffix` lets you set a global string to be appended to table names. If you set this to `_northwest`, then the Customer class will look for `customers_northwest` as its table. The default is an empty string.
263

264
* `config.active_record.pluralize_table_names` specifies whether Rails will look for singular or plural table names in the database. If set to true (the default), then the Customer class will use the `customers` table. If set to false, then the Customer class will use the `customer` table.
265

266
* `config.active_record.default_timezone` determines whether to use `Time.local` (if set to `:local`) or `Time.utc` (if set to `:utc`) when pulling dates and times from the database. The default is `:utc` for Rails, although Active Record defaults to `:local` when used outside of Rails.
267

268
* `config.active_record.schema_format` controls the format for dumping the database schema to a file. The options are `:ruby` (the default) for a database-independent version that depends on migrations, or `:sql` for a set of (potentially database-dependent) SQL statements.
269

270
* `config.active_record.timestamped_migrations` controls whether migrations are numbered with serial integers or with timestamps. The default is true, to use timestamps, which are preferred if there are multiple developers working on the same application.
271

272
* `config.active_record.lock_optimistically` controls whether Active Record will use optimistic locking and is true by default.
273

Y
Yves Senn 已提交
274
* `config.active_record.cache_timestamp_format` controls the format of the timestamp value in the cache key. Default is `:number`.
275

276 277 278 279 280 281
* `config.active_record.record_timestamps` is a boolean value which controls whether or not timestamping of `create` and `update` operations on a model occur. The default value is `true`.

* `config.active_record.partial_writes` is a boolean value and controls whether or not partial writes are used (i.e. whether updates only set attributes that are dirty). Note that when using partial writes, you should also use optimistic locking `config.active_record.lock_optimistically` since concurrent updates may write attributes based on a possibly stale read state. The default value is `true`.

* `config.active_record.attribute_types_cached_by_default` sets the attribute types that `ActiveRecord::AttributeMethods` will cache by default on reads. The default is `[:datetime, :timestamp, :time, :date]`.

282 283
The MySQL adapter adds one additional configuration option:

284
* `ActiveRecord::ConnectionAdapters::MysqlAdapter.emulate_booleans` controls whether Active Record will consider all `tinyint(1)` columns in a MySQL database to be booleans and is true by default.
285 286 287

The schema dumper adds one additional configuration option:

288
* `ActiveRecord::SchemaDumper.ignore_tables` accepts an array of tables that should _not_ be included in any generated schema file. This setting is ignored unless `config.active_record.schema_format == :ruby`.
289

290
### Configuring Action Controller
291

292
`config.action_controller` includes a number of configuration settings:
293

294
* `config.action_controller.asset_host` sets the host for the assets. Useful when CDNs are used for hosting assets rather than the application server itself.
295

296
* `config.action_controller.perform_caching` configures whether the application should perform caching or not. Set to false in development mode, true in production.
R
Ryan Bigg 已提交
297

298 299
* `config.action_controller.default_static_extension` configures the extension used for cached pages. Defaults to `.html`.

300
* `config.action_controller.default_charset` specifies the default character set for all renders. The default is "utf-8".
301

302
* `config.action_controller.logger` accepts a logger conforming to the interface of Log4r or the default Ruby Logger class, which is then used to log information from Action Controller. Set to `nil` to disable logging.
303

304
* `config.action_controller.request_forgery_protection_token` sets the token parameter name for RequestForgery. Calling `protect_from_forgery` sets it to `:authenticity_token` by default.
305

306
* `config.action_controller.allow_forgery_protection` enables or disables CSRF protection. By default this is `false` in test mode and `true` in all other modes.
307

308
* `config.action_controller.relative_url_root` can be used to tell Rails that you are [deploying to a subdirectory](configuring.html#deploy-to-a-subdirectory-relative-url-root). The default is `ENV['RAILS_RELATIVE_URL_ROOT']`.
309

310 311
* `config.action_controller.permit_all_parameters` sets all the parameters for mass assignment to be permitted by default. The default value is `false`.

312
* `config.action_controller.action_on_unpermitted_parameters` enables logging or raising an exception if parameters that are not explicitly permitted are found. Set to `:log` or `:raise` to enable. The default value is `:log` in development and test environments, and `false` in all other environments.
313

314
### Configuring Action Dispatch
315

316
* `config.action_dispatch.session_store` sets the name of the store for session data. The default is `:cookie_store`; other valid options include `:active_record_store`, `:mem_cache_store` or the name of your own custom class.
317

318
* `config.action_dispatch.default_headers` is a hash with HTTP headers that are set by default in each response. By default, this is defined as:
319

320 321 322 323 324 325 326
    ```ruby
    config.action_dispatch.default_headers = {
      'X-Frame-Options' => 'SAMEORIGIN',
      'X-XSS-Protection' => '1; mode=block',
      'X-Content-Type-Options' => 'nosniff'
    }
    ```
327

328
* `config.action_dispatch.tld_length` sets the TLD (top-level domain) length for the application. Defaults to `1`.
329

330
* `ActionDispatch::Callbacks.before` takes a block of code to run before the request.
331

332
* `ActionDispatch::Callbacks.to_prepare` takes a block to run after `ActionDispatch::Callbacks.before`, but before the request. Runs for every request in `development` mode, but only once for `production` or environments with `cache_classes` set to `true`.
333

334
* `ActionDispatch::Callbacks.after` takes a block of code to run after the request.
335

336
### Configuring Action View
337

338
`config.action_view` includes a small number of configuration settings:
339

340
* `config.action_view.field_error_proc` provides an HTML generator for displaying errors that come from Active Record. The default is
341

342 343 344 345 346
    ```ruby
    Proc.new do |html_tag, instance|
      %Q(<div class="field_with_errors">#{html_tag}</div>).html_safe
    end
    ```
347

348
* `config.action_view.default_form_builder` tells Rails which form builder to use by default. The default is `ActionView::Helpers::FormBuilder`. If you want your form builder class to be loaded after initialization (so it's reloaded on each request in development), you can pass it as a `String`
349

350
* `config.action_view.logger` accepts a logger conforming to the interface of Log4r or the default Ruby Logger class, which is then used to log information from Action View. Set to `nil` to disable logging.
351

352
* `config.action_view.erb_trim_mode` gives the trim mode to be used by ERB. It defaults to `'-'`. See the [ERB documentation](http://www.ruby-doc.org/stdlib/libdoc/erb/rdoc/) for more information.
353

354
* `config.action_view.embed_authenticity_token_in_remote_forms` allows you to set the default behavior for `authenticity_token` in forms with `:remote => true`. By default it's set to false, which means that remote forms will not include `authenticity_token`, which is helpful when you're fragment-caching the form. Remote forms get the authenticity from the `meta` tag, so embedding is unnecessary unless you support browsers without JavaScript. In such case you can either pass `:authenticity_token => true` as a form option or set this config setting to `true`
355

356
* `config.action_view.prefix_partial_path_with_controller_namespace` determines whether or not partials are looked up from a subdirectory in templates rendered from namespaced controllers. For example, consider a controller named `Admin::PostsController` which renders this template:
357

358 359 360
    ```erb
    <%= render @post %>
    ```
361

362
    The default setting is `true`, which uses the partial at `/admin/posts/_post.erb`. Setting the value to `false` would render `/posts/_post.erb`, which is the same behavior as rendering from a non-namespaced controller such as `PostsController`.
363

364
### Configuring Action Mailer
365

366
There are a number of settings available on `config.action_mailer`:
367

368
* `config.action_mailer.logger` accepts a logger conforming to the interface of Log4r or the default Ruby Logger class, which is then used to log information from Action Mailer. Set to `nil` to disable logging.
369

370
* `config.action_mailer.smtp_settings` allows detailed configuration for the `:smtp` delivery method. It accepts a hash of options, which can include any of these options:
371 372 373 374 375 376
    * `:address` - Allows you to use a remote mail server. Just change it from its default "localhost" setting.
    * `:port` - On the off chance that your mail server doesn't run on port 25, you can change it.
    * `:domain` - If you need to specify a HELO domain, you can do it here.
    * `:user_name` - If your mail server requires authentication, set the username in this setting.
    * `:password` - If your mail server requires authentication, set the password in this setting.
    * `:authentication` - If your mail server requires authentication, you need to specify the authentication type here. This is a symbol and one of `:plain`, `:login`, `:cram_md5`.
377

378
* `config.action_mailer.sendmail_settings` allows detailed configuration for the `sendmail` delivery method. It accepts a hash of options, which can include any of these options:
379 380
    * `:location` - The location of the sendmail executable. Defaults to `/usr/sbin/sendmail`.
    * `:arguments` - The command line arguments. Defaults to `-i -t`.
381

382
* `config.action_mailer.raise_delivery_errors` specifies whether to raise an error if email delivery cannot be completed. It defaults to true.
383

384
* `config.action_mailer.delivery_method` defines the delivery method. The allowed values are `:smtp` (default), `:sendmail`, and `:test`.
385

386
* `config.action_mailer.perform_deliveries` specifies whether mail will actually be delivered and is true by default. It can be convenient to set it to false for testing.
387

388
* `config.action_mailer.default_options` configures Action Mailer defaults. Use to set options like `from` or `reply_to` for every mailer. These default to:
389 390 391 392 393 394 395

    ```ruby
    :mime_version => "1.0",
    :charset      => "UTF-8",
    :content_type => "text/plain",
    :parts_order  => [ "text/plain", "text/enriched", "text/html" ]
    ```
396

397
* `config.action_mailer.observers` registers observers which will be notified when mail is delivered.
398 399 400 401

    ```ruby
    config.action_mailer.observers = ["MailObserver"]
    ```
402

403
* `config.action_mailer.interceptors` registers interceptors which will be called before mail is sent.
404 405 406 407

    ```ruby
    config.action_mailer.interceptors = ["MailInterceptor"]
    ```
408

409
### Configuring Active Support
410 411 412

There are a few configuration options available in Active Support:

413
* `config.active_support.bare` enables or disables the loading of `active_support/all` when booting Rails. Defaults to `nil`, which means `active_support/all` is loaded.
414

415
* `config.active_support.escape_html_entities_in_json` enables or disables the escaping of HTML entities in JSON serialization. Defaults to `false`.
P
Pratik Naik 已提交
416

417
* `config.active_support.use_standard_json_time_format` enables or disables serializing dates to ISO 8601 format. Defaults to `true`.
P
Pratik Naik 已提交
418

419
* `ActiveSupport::Logger.silencer` is set to `false` to disable the ability to silence logging in a block. The default is `true`.
420

421
* `ActiveSupport::Cache::Store.logger` specifies the logger to use within cache store operations.
422

423
* `ActiveSupport::Deprecation.behavior` alternative setter to `config.active_support.deprecation` which configures the behavior of deprecation warnings for Rails.
424

425
* `ActiveSupport::Deprecation.silence` takes a block in which all deprecation warnings are silenced.
426

427
* `ActiveSupport::Deprecation.silenced` sets whether or not to display deprecation warnings.
428

429
* `ActiveSupport::Logger.silencer` is set to `false` to disable the ability to silence logging in a block. The default is `true`.
430

431
### Configuring a Database
432

433
Just about every Rails application will interact with a database. The database to use is specified in a configuration file called `config/database.yml`. If you open this file in a new Rails application, you'll see a default database configured to use SQLite3. The file contains sections for three different environments in which Rails can run by default:
434

435 436 437
* The `development` environment is used on your development/local computer as you interact manually with the application.
* The `test` environment is used when running automated tests.
* The `production` environment is used when you deploy your application for the world to use.
438

439
TIP: You don't have to update the database configurations manually. If you look at the options of the application generator, you will see that one of the options is named `--database`. This option allows you to choose an adapter from a list of the most used relational databases. You can even run the generator repeatedly: `cd .. && rails new blog --database=mysql`. When you confirm the overwriting of the `config/database.yml` file, your application will be configured for MySQL instead of SQLite. Detailed examples of the common database connections are below.
440

441
#### Configuring an SQLite3 Database
442

443
Rails comes with built-in support for [SQLite3](http://www.sqlite.org), which is a lightweight serverless database application. While a busy production environment may overload SQLite, it works well for development and testing. Rails defaults to using an SQLite database when creating a new project, but you can always change it later.
444

445
Here's the section of the default configuration file (`config/database.yml`) with connection information for the development environment:
446

447
```yaml
448 449 450 451 452
development:
  adapter: sqlite3
  database: db/development.sqlite3
  pool: 5
  timeout: 5000
453
```
454 455 456

NOTE: Rails uses an SQLite3 database for data storage by default because it is a zero configuration database that just works. Rails also supports MySQL and PostgreSQL "out of the box", and has plugins for many database systems. If you are using a database in a production environment Rails most likely has an adapter for it.

457
#### Configuring a MySQL Database
458

459
If you choose to use MySQL instead of the shipped SQLite3 database, your `config/database.yml` will look a little different. Here's the development section:
460

461
```yaml
462 463 464 465 466 467 468 469
development:
  adapter: mysql2
  encoding: utf8
  database: blog_development
  pool: 5
  username: root
  password:
  socket: /tmp/mysql.sock
470
```
471

472
If your development computer's MySQL installation includes a root user with an empty password, this configuration should work for you. Otherwise, change the username and password in the `development` section as appropriate.
473

474
#### Configuring a PostgreSQL Database
475

476
If you choose to use PostgreSQL, your `config/database.yml` will be customized to use PostgreSQL databases:
477

478
```yaml
479 480 481 482 483 484 485
development:
  adapter: postgresql
  encoding: unicode
  database: blog_development
  pool: 5
  username: blog
  password:
486
```
487

488 489
Prepared Statements can be disabled thus:

490
```yaml
491 492 493
production:
  adapter: postgresql
  prepared_statements: false
494
```
495

496
#### Configuring an SQLite3 Database for JRuby Platform
497

498
If you choose to use SQLite3 and are using JRuby, your `config/database.yml` will look a little different. Here's the development section:
499

500
```yaml
501 502 503
development:
  adapter: jdbcsqlite3
  database: db/development.sqlite3
504
```
505

506
#### Configuring a MySQL Database for JRuby Platform
507

508
If you choose to use MySQL and are using JRuby, your `config/database.yml` will look a little different. Here's the development section:
509

510
```yaml
511 512 513 514 515
development:
  adapter: jdbcmysql
  database: blog_development
  username: root
  password:
516
```
517

518
#### Configuring a PostgreSQL Database for JRuby Platform
519

520
If you choose to use PostgreSQL and are using JRuby, your `config/database.yml` will look a little different. Here's the development section:
521

522
```yaml
523 524 525 526 527 528
development:
  adapter: jdbcpostgresql
  encoding: unicode
  database: blog_development
  username: blog
  password:
529
```
530

531
Change the username and password in the `development` section as appropriate.
532

X
Xavier Noria 已提交
533
### Creating Rails Environments
534

X
Xavier Noria 已提交
535
By default Rails ships with three environments: "development", "test", and "production". While these are sufficient for most use cases, there are circumstances when you want more environments.
536

537
Imagine you have a server which mirrors the production environment but is only used for testing. Such a server is commonly called a "staging server". To define an environment called "staging" for this server, just create a file called `config/environments/staging.rb`. Please use the contents of any existing file in `config/environments` as a starting point and make the necessary changes from there.
X
Xavier Noria 已提交
538

539
That environment is no different than the default ones, start a server with `rails server -e staging`, a console with `rails console staging`, `Rails.env.staging?` works, etc.
540 541


542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578
### Deploy to a subdirectory (relative url root)

By default Rails expects that your application is running at the root
(eg. `/`). This section explains how to run your application inside a directory.

Let's assume we want to deploy our application to "/app1". Rails needs to know
this directory to generate the appropriate routes:

```ruby
config.relative_url_root = "/app1"
```

alternatively you can set the `RAILS_RELATIVE_URL_ROOT` environment
variable.

Rails will now prepend "/app1" when generating links.

#### Using Passenger

Passenger makes it easiy to run your application in a subdirectory. You can find
the relevant configuration in the
[passenger manual](http://www.modrails.com/documentation/Users%20guide%20Apache.html#deploying_rails_to_sub_uri).

#### Using a Reverse Proxy

TODO

#### Considerations when deploying to a subdirectory

Deploying to a subdirectory in production has implications on various parts of
Rails.

* development environment:
* testing environment:
* serving static assets:
* asset pipeline:

579 580
Rails Environment Settings
--------------------------
581 582 583

Some parts of Rails can also be configured externally by supplying environment variables. The following environment variables are recognized by various parts of Rails:

584
* `ENV["RAILS_ENV"]` defines the Rails environment (production, development, test, and so on) that Rails will run under.
585

586
* `ENV["RAILS_RELATIVE_URL_ROOT"]` is used by the routing code to recognize URLs when you [deploy your application to a subdirectory](configuring.html#deploy-to-a-subdirectory-relative-url-root).
587

588
* `ENV["RAILS_CACHE_ID"]` and `ENV["RAILS_APP_VERSION"]` are used to generate expanded cache keys in Rails' caching code. This allows you to have multiple separate caches from the same application.
589

590

591 592
Using Initializer Files
-----------------------
593

594
After loading the framework and any gems in your application, Rails turns to loading initializers. An initializer is any Ruby file stored under `config/initializers` in your application. You can use initializers to hold configuration settings that should be made after all of the frameworks and gems are loaded, such as options to configure settings for these parts.
595 596 597

NOTE: You can use subfolders to organize your initializers if you like, because Rails will look into the whole file hierarchy from the initializers folder on down.

598
TIP: If you have any ordering dependency in your initializers, you can control the load order through naming. Initializer files are loaded in alphabetical order by their path. For example, `01_critical.rb` will be loaded before `02_normal.rb`.
599

600 601
Initialization events
---------------------
602

M
Mark Rushakoff 已提交
603
Rails has 5 initialization events which can be hooked into (listed in the order that they are run):
604

605
* `before_configuration`: This is run as soon as the application constant inherits from `Rails::Application`. The `config` calls are evaluated before this happens.
606

607
* `before_initialize`: This is run directly before the initialization process of the application occurs with the `:bootstrap_hook` initializer near the beginning of the Rails initialization process.
608

609
* `to_prepare`: Run after the initializers are run for all Railties (including the application itself), but before eager loading and the middleware stack is built. More importantly, will run upon every request in `development`, but only once (during boot-up) in `production` and `test`.
610

611
* `before_eager_load`: This is run directly before eager loading occurs, which is the default behavior for the `production` environment and not for the `development` environment.
612

613
* `after_initialize`: Run directly after the initialization of the application, after the application initializers in `config/initializers` are run.
614

615
To define an event for these hooks, use the block syntax within a `Rails::Application`, `Rails::Railtie` or `Rails::Engine` subclass:
616

617
```ruby
618 619 620 621 622 623 624
module YourApp
  class Application < Rails::Application
    config.before_initialize do
      # initialization code goes here
    end
  end
end
625
```
626

627
Alternatively, you can also do it through the `config` method on the `Rails.application` object:
628

629
```ruby
630 631 632
Rails.application.config.before_initialize do
  # initialization code goes here
end
633
```
634

635
WARNING: Some parts of your application, notably routing, are not yet set up at the point where the `after_initialize` block is called.
636

637
### `Rails::Railtie#initializer`
638

639
Rails has several initializers that run on startup that are all defined by using the `initializer` method from `Rails::Railtie`. Here's an example of the `set_helpers_path` initializer from Action Controller:
640

641
```ruby
642 643
initializer "action_controller.set_helpers_path" do |app|
  ActionController::Helpers.helpers_path = app.helpers_paths
V
Vijay Dev 已提交
644
end
645
```
646

647
The `initializer` method takes three arguments with the first being the name for the initializer and the second being an options hash (not shown here) and the third being a block. The `:before` key in the options hash can be specified to specify which initializer this new initializer must run before, and the `:after` key will specify which initializer to run this initializer _after_.
648

649
Initializers defined using the `initializer` method will be run in the order they are defined in, with the exception of ones that use the `:before` or `:after` methods.
650 651 652

WARNING: You may put your initializer before or after any other initializer in the chain, as long as it is logical. Say you have 4 initializers called "one" through "four" (defined in that order) and you define "four" to go _before_ "four" but _after_ "three", that just isn't logical and Rails will not be able to determine your initializer order.

653
The block argument of the `initializer` method is the instance of the application itself, and so we can access the configuration on it by using the `config` method as done in the example.
654

655
Because `Rails::Application` inherits from `Rails::Railtie` (indirectly), you can use the `initializer` method in `config/application.rb` to define initializers for the application.
656

657
### Initializers
658

659
Below is a comprehensive list of all the initializers found in Rails in the order that they are defined (and therefore run in, unless otherwise stated).
660

661
* `load_environment_hook` Serves as a placeholder so that `:load_environment_config` can be defined to run before it.
662

663
* `load_active_support` Requires `active_support/dependencies` which sets up the basis for Active Support. Optionally requires `active_support/all` if `config.active_support.bare` is un-truthful, which is the default.
664

665
* `initialize_logger` Initializes the logger (an `ActiveSupport::Logger` object) for the application and makes it accessible at `Rails.logger`, provided that no initializer inserted before this point has defined `Rails.logger`.
666

667
* `initialize_cache` If `Rails.cache` isn't set yet, initializes the cache by referencing the value in `config.cache_store` and stores the outcome as `Rails.cache`. If this object responds to the `middleware` method, its middleware is inserted before `Rack::Runtime` in the middleware stack.
668

669
* `set_clear_dependencies_hook` Provides a hook for `active_record.set_dispatch_hooks` to use, which will run before this initializer. This initializer - which runs only if `cache_classes` is set to `false` - uses `ActionDispatch::Callbacks.after` to remove the constants which have been referenced during the request from the object space so that they will be reloaded during the following request.
670

671
* `initialize_dependency_mechanism` If `config.cache_classes` is true, configures `ActiveSupport::Dependencies.mechanism` to `require` dependencies rather than `load` them.
672

673
* `bootstrap_hook` Runs all configured `before_initialize` blocks.
674

675
* `i18n.callbacks` In the development environment, sets up a `to_prepare` callback which will call `I18n.reload!` if any of the locales have changed since the last request. In production mode this callback will only run on the first request.
676

677
* `active_support.deprecation_behavior` Sets up deprecation reporting for environments, defaulting to `:log` for development, `:notify` for production and `:stderr` for test. If a value isn't set for `config.active_support.deprecation` then this initializer will prompt the user to configure this line in the current environment's `config/environments` file. Can be set to an array of values.
678

679
* `active_support.initialize_time_zone` Sets the default time zone for the application based on the `config.time_zone` setting, which defaults to "UTC".
680

V
Vipul A M 已提交
681
* `active_support.initialize_beginning_of_week` Sets the default beginning of week for the application based on `config.beginning_of_week` setting, which defaults to `:monday`.
682

683
* `action_dispatch.configure` Configures the `ActionDispatch::Http::URL.tld_length` to be set to the value of `config.action_dispatch.tld_length`.
684

685
* `action_view.set_configs` Sets up Action View by using the settings in `config.action_view` by `send`'ing the method names as setters to `ActionView::Base` and passing the values through.
686

687
* `action_controller.logger` Sets `ActionController::Base.logger` - if it's not already set - to `Rails.logger`.
688

689
* `action_controller.initialize_framework_caches` Sets `ActionController::Base.cache_store` - if it's not already set - to `Rails.cache`.
690

691
* `action_controller.set_configs` Sets up Action Controller by using the settings in `config.action_controller` by `send`'ing the method names as setters to `ActionController::Base` and passing the values through.
692

693
* `action_controller.compile_config_methods` Initializes methods for the config settings specified so that they are quicker to access.
694

695
* `active_record.initialize_timezone` Sets `ActiveRecord::Base.time_zone_aware_attributes` to true, as well as setting `ActiveRecord::Base.default_timezone` to UTC. When attributes are read from the database, they will be converted into the time zone specified by `Time.zone`.
696

697
* `active_record.logger` Sets `ActiveRecord::Base.logger` - if it's not already set - to `Rails.logger`.
698

699
* `active_record.set_configs` Sets up Active Record by using the settings in `config.active_record` by `send`'ing the method names as setters to `ActiveRecord::Base` and passing the values through.
700

701
* `active_record.initialize_database` Loads the database configuration (by default) from `config/database.yml` and establishes a connection for the current environment.
702

703
* `active_record.log_runtime` Includes `ActiveRecord::Railties::ControllerRuntime` which is responsible for reporting the time taken by Active Record calls for the request back to the logger.
704

705
* `active_record.set_dispatch_hooks` Resets all reloadable connections to the database if `config.cache_classes` is set to `false`.
706

707
* `action_mailer.logger` Sets `ActionMailer::Base.logger` - if it's not already set - to `Rails.logger`.
708

709
* `action_mailer.set_configs` Sets up Action Mailer by using the settings in `config.action_mailer` by `send`'ing the method names as setters to `ActionMailer::Base` and passing the values through.
710

711
* `action_mailer.compile_config_methods` Initializes methods for the config settings specified so that they are quicker to access.
712

713
* `set_load_path` This initializer runs before `bootstrap_hook`. Adds the `vendor`, `lib`, all directories of `app` and any paths specified by `config.load_paths` to `$LOAD_PATH`.
714

715
* `set_autoload_paths` This initializer runs before `bootstrap_hook`. Adds all sub-directories of `app` and paths specified by `config.autoload_paths` to `ActiveSupport::Dependencies.autoload_paths`.
716

717
* `add_routing_paths` Loads (by default) all `config/routes.rb` files (in the application and railties, including engines) and sets up the routes for the application.
718

719
* `add_locales` Adds the files in `config/locales` (from the application, railties and engines) to `I18n.load_path`, making available the translations in these files.
720

721
* `add_view_paths` Adds the directory `app/views` from the application, railties and engines to the lookup path for view files for the application.
722

723
* `load_environment_config` Loads the `config/environments` file for the current environment.
724

725
* `append_asset_paths` Finds asset paths for the application and all attached railties and keeps a track of the available directories in `config.static_asset_paths`.
726

727
* `prepend_helpers_path` Adds the directory `app/helpers` from the application, railties and engines to the lookup path for helpers for the application.
728

729
* `load_config_initializers` Loads all Ruby files from `config/initializers` in the application, railties and engines. The files in this directory can be used to hold configuration settings that should be made after all of the frameworks are loaded.
730

731
* `engines_blank_point` Provides a point-in-initialization to hook into if you wish to do anything before engines are loaded. After this point, all railtie and engine initializers are run.
R
Ryan Bigg 已提交
732

V
Vipul A M 已提交
733
* `add_generator_templates` Finds templates for generators at `lib/templates` for the application, railties and engines and adds these to the `config.generators.templates` setting, which will make the templates available for all generators to reference.
R
Ryan Bigg 已提交
734

735
* `ensure_autoload_once_paths_as_subset` Ensures that the `config.autoload_once_paths` only contains paths from `config.autoload_paths`. If it contains extra paths, then an exception will be raised.
R
Ryan Bigg 已提交
736

737
* `add_to_prepare_blocks` The block for every `config.to_prepare` call in the application, a railtie or engine is added to the `to_prepare` callbacks for Action Dispatch which will be run per request in development, or before the first request in production.
R
Ryan Bigg 已提交
738

739
* `add_builtin_route` If the application is running under the development environment then this will append the route for `rails/info/properties` to the application routes. This route provides the detailed information such as Rails and Ruby version for `public/index.html` in a default Rails application.
R
Ryan Bigg 已提交
740

741
* `build_middleware_stack` Builds the middleware stack for the application, returning an object which has a `call` method which takes a Rack environment object for the request.
R
Ryan Bigg 已提交
742

743
* `eager_load!` If `config.eager_load` is true, runs the `config.before_eager_load` hooks and then calls `eager_load!` which will load all `config.eager_load_namespaces`.
R
Ryan Bigg 已提交
744

745
* `finisher_hook` Provides a hook for after the initialization of process of the application is complete, as well as running all the `config.after_initialize` blocks for the application, railties and engines.
R
Ryan Bigg 已提交
746

747
* `set_routes_reloader` Configures Action Dispatch to reload the routes file using `ActionDispatch::Callbacks.to_prepare`.
R
Ryan Bigg 已提交
748

749
* `disable_dependency_loading` Disables the automatic dependency loading if the `config.eager_load` is set to true.
750

751 752
Database pooling
----------------
753

754
Active Record database connections are managed by `ActiveRecord::ConnectionAdapters::ConnectionPool` which ensures that a connection pool synchronizes the amount of thread access to a limited number of database connections. This limit defaults to 5 and can be configured in `database.yml`.
755

756
```ruby
V
Vijay Dev 已提交
757 758 759
development:
  adapter: sqlite3
  database: db/development.sqlite3
760
  pool: 5
V
Vijay Dev 已提交
761
  timeout: 5000
762
```
763

Y
Yves Senn 已提交
764
Since the connection pooling is handled inside of Active Record by default, all application servers (Thin, mongrel, Unicorn etc.) should behave the same. Initially, the database connection pool is empty and it will create additional connections as the demand for them increases, until it reaches the connection pool limit.
765 766 767

Any one request will check out a connection the first time it requires access to the database, after which it will check the connection back in, at the end of the request, meaning that the additional connection slot will be available again for the next request in the queue.

768 769 770 771 772 773 774 775 776 777 778
If you try to use more connections than are available, Active Record will block
and wait for a connection from the pool. When it cannot get connection, a timeout
error similar to given below will be thrown.

```ruby
ActiveRecord::ConnectionTimeoutError - could not obtain a database connection within 5 seconds. The max pool size is currently 5; consider increasing it:
```

If you get the above error, you might want to increase the size of connection 
pool by incrementing the `pool` option in `database.yml`

779
NOTE. If you have enabled `Rails.threadsafe!` mode then there could be a chance that several threads may be accessing multiple connections simultaneously. So depending on your current request load, you could very well have multiple threads contending for a limited amount of connections.