This chapter introduces you to the workflow for installing Posit Connect, managing the server, and performing some initial configuration. We built this checklist to guide you through that process.
Off-Host Execution (Public Beta)
If you are looking for instructions on how to get started with the off-host execution feature for executing content on Kubernetes with containers, please see our official documentation.
- Install Posit Connect
- Configure Authentication *
- Restart Posit Connect
- Sign into Posit Connect
- Configure email sending *
- Install R (optional)
- Install Python (optional)
- Install Quarto (optional)
Additionally, if you want to integrate Posit Package Manager or Posit Cloud, then please refer to:
- Integration with Posit Package Manager (See also the Package Management section of this guide)
- Integration with Posit Cloud
There are three ways to install Posit Connect:
- The Setup Assistant (recommended when running Connect on a VM)
- The Helm Chart (recommended when running Connect on Kubernetes)
- Manual installation
Setup Assistant Installation#
The Posit Connect Setup Tool is the best way to install and get started with Posit Connect. The Setup Tool provides a user-friendly UI to install, initially configure, test, and deploy Connect to your environment. The Setup Tool uses a script that works across all supported Linux distributions, validates the cryptographic signature of the downloaded package, and includes support for offline use.
The Setup Tool installs Posit Connect and helps you set up basic configuration options, including:
- Environments: R and Python Installations
- Recommended System Packages
- Email: SMTP
- Databases: SQLite or PostgreSQL
- Version Control
- Posit Package Manager
- Posit Cloud
The full list of supported features that can be configured using the Setup Tool is provided here.
To install Posit Connect, follow the Install Posit Connect installation procedures.
Once Posit Connect is installed, there are several configuration options that are available. This section provides an example of how you would manually edit the Posit Connect configuration file to configure the public URL of your server.
Setup Tool - Post Installation procedures#
Following the initial configuration of Posit Connect using the Setup Tool, we recommend completing several integration steps and verification tasks.
Editing the Configuration File#
RStudio is now Posit
Our professional products have been renamed to Posit Connect, Posit Workbench, and Posit Package Manager. Some references to RStudio and
rstudio-connect will remain as we transition through the rebrand.
Posit Connect is controlled primarily by the
/etc/rstudio-connect/rstudio-connect.gcfg configuration file.
Edit this file to make server-wide configuration changes to the system. Learn about its file format and available options in the Configuration Appendix.
Although the Setup Tool configures the
Server.Address property during the
installation, we are going to manually configure the
property in the following section to provide an example of how to edit the Posit
Connect configuration file.
Server.Address property is
the public URL used to access the server. This setting lets email include
links pointing back to your server.
Whenever Posit Connect is deployed behind a proxy, you must configure
Server.Address with the proxied location and not the local hostname of the
Server.Address must contain hostname and port when your installation uses a
non-standard port. You do not need to include port for an
https:// URL on
the standard HTTPS port 443 or an
http:// URL on the standard HTTP port 80.
Here is a sample configuration with
; /etc/rstudio-connect/rstudio-connect.gcfg [Server] Address = https://posit-connect.company.com/
Here is a sample configuration with Posit Connect using a non-standard port:
; /etc/rstudio-connect/rstudio-connect.gcfg [Server] Address = http://posit-connect.company.com:3939/
This example has Posit Connect available underneath a specific URL path. You may have this situation when Connect is accessed through a proxy:
; /etc/rstudio-connect/rstudio-connect.gcfg [Server] SenderEmail = firstname.lastname@example.org Address = https://proxy.company.com/connect/
Please use a publicly available URL (like the one you set in
Server.Address) when connecting
rsconnect or the RStudio IDE to your
Posit Connect server. If a non-public address (e.g.,
localhost) is used
for publishing content,
rsconnect will not be able to automatically open
the published content in the user's browser.
Restart Posit Connect after altering the
sudo systemctl restart rstudio-connect
Your platform may use alternate commands to restart Posit Connect. Please see the Stopping and Starting section for instructions specific to your operating system version.
Use a web browser to visit the Posit Connect dashboard. This has a default
http://your-connect-server:3939/. Click the Sign In link. If
you are using an external authentication provider, specify your login
credentials. If you are using password authentication, follow the Create a
new account link and configure your account.
The first account will be marked as an Posit Connect administrator.
The email features in Posit Connect are disabled unless email sending is properly configured. In this state notifications that would be sent via email will only be visible in the logs. Also, the built-in authentication will not be able to rely on emails for account confirmation or password reset. These operations will instead require an administrator to act as an intermediary.
For additional information about the available email sending methods and configurations, please review the documentation for the following:
Server.Address property must be configured for email sending.
After adjusting your email configuration, you must restart Posit Connect (see Stopping and Starting) and then send yourself a test message.
Sign into the Posit Connect dashboard as an administrator and visit the Admin>Mail Settings page. Use the Send Test Email button to send yourself a message. Once that message arrives, you know that Posit Connect is ready to send email.
Posit provides professional support pursuant to our Support Agreement.
Please see our Support documentation for information such as opening an support ticket.