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Restructure the restructured Terminus Install page #9406

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Restructure the restructured Terminus Install page #9406

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Restructure the restructure
rachelwhitton Jan 30, 2025
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Align with updated header
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Simpler headers, combine install and update subsections
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Linux instead of ubuntu
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144 changes: 59 additions & 85 deletions source/content/terminus/02-install.md
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Original file line number Diff line number Diff line change
Expand Up @@ -14,61 +14,29 @@ cms: [drupal, wordpress]
audience: [development]
product: [terminus]
integration: [--]
showtoc: true
---

This page provides information on how to install, authenticate, and update Terminus.

## Installing Terminus

Terminus is available for MacOS and Linux. Windows 10+ users can install the [Windows Subsystem for Linux](https://docs.microsoft.com/en-us/windows/wsl/install-win10), and then install Terminus in the Linux shell.

Some Terminus commands use SSH authentication. You may want to [generate and add SSH keys](/ssh-keys/) to your account before you continue.

### Compatible Operating Systems

## Compatibility and Requirements
Terminus has been tested on the following platforms:

- MacOS
- Windows 10 – WSL 2 Ubuntu 20.0
- Ubuntu 20.0 – this would include Ubuntu under Docker or VirtualBox

### Homebrew Package Manager (Recommended for MacOS Users)

The Terminus application is published to [Homebrew](https://brew.sh/), a package manager for MacOS.

Run the command below to install Terminus:

```bash{promptUser: user}
brew install pantheon-systems/external/terminus
```

### Direct Installation of Standalone PHAR (Recommended for Ubuntu and WSL Users)

Installing Terminus with a PHAR (a stand-alone executable PHP archive) is recommended for Ubuntu and Windows Subsystem for Linux (WSL) users.
This technique is also viable for MacOS users who are not using Homebrew.

The commands below will:

- Create a `terminus` folder in your home directory (`~/`)
- Get the latest release tag of Terminus
- Download and save the release as `~/terminus/terminus`
- Make the file executable
- Add a symlink to your local `bin` directory for the Terminus executable
- Windows 10 (WSL 2 Ubuntu 20.0+)
- Ubuntu 20.0 (Including Ubuntu under Docker or VirtualBox)

```bash{promptUser: user}
mkdir -p ~/terminus && cd ~/terminus
curl -L https://github.com/pantheon-systems/terminus/releases/download/3.6.1/terminus.phar --output terminus
chmod +x terminus
./terminus self:update
sudo ln -s ~/terminus/terminus /usr/local/bin/terminus
```

### Install from Git
<Accordion title="Incompatible Operating Systems" id="incompatible-os" icon="info-sign">
Terminus does not work with the following platforms:

If you are a developer contributoring to Terminus, you can install it from its [Git repository](https://github.com/pantheon-systems/terminus).
- Windows 10 – Command Line
- Windows 10 – Git Bash (MingW)
- Ubuntu 18.0 and earlier versions
- Linux system with coreutils equal to or less than 8.28

### Requirements
</Accordion>

**Terminus requires the following:**
- PHP Version 7.4 or later
- You can check your PHP version by running `php -v` from a terminal application.
- You must have the [php-xml extension](https://secure.php.net/manual/en/dom.setup.php) for:
Expand All @@ -83,68 +51,74 @@ If you are a developer contributoring to Terminus, you can install it from its [
- You can check your OpenSSH version by running `ssh -V` from a terminal application.
- This package is required for executing nested Drush or WP-CLI commands.

### Incompatible Operating Systems

Terminus does not work with the following platforms:

- Windows 10 – Command Line
- Windows 10 – Git Bash (MingW)
- Ubuntu 18.0 and earlier versions
- Linux system with coreutils equal to or less than 8.28

## Authenticating with Terminus

You must log in with a machine token after the installation completes. A machine token is used to securely authenticate your machine. Machine tokens provide the same access as your username and password, and do not expire. Refer to [Machine Tokens](/machine-tokens/) for more information.
## Installation and Update Methods
### MacOS
[Homebrew](https://brew.sh/), a package manager for MacOS, is the recommended installation method for MacOS. However, the method [described below](#windows-and-linux) for Windows and Linux can also be used by MacOS users who are not using Homebrew.

2. [Go to your Personal Settings](/personal-settings), select [Machine Tokens](https://dashboard.pantheon.io/users/#account/tokens/), then [Generate a Machine Token](https://dashboard.pantheon.io/login?destination=%2Fuser#account/tokens/create/terminus/).
Install Terminus by running the command below:

1. Use your machine token to authenticate into Terminus, replacing `<[email protected]>` and `<machine_token>`:

```bash{promptUser: user}
terminus auth:login --email=<[email protected]> --machine-token=<machine_token>
```

- Machine tokens are keyed to the email address associated with your Pantheon user account. Future sessions are authenticated with your email address after a token has been used to authenticate Terminus:

```bash{promptUser: user}
terminus auth:login --email <[email protected]>
```
```bash{promptUser: user}
brew install pantheon-systems/external/terminus
```

### SSH Authentication
<hr/>

Commands that execute remote instructions to tools like Drush or WP-CLI require SSH authentication. Refer to [Generate and Add SSH Keys](/ssh-keys/) to prevent password requests when executing these commands.
Update to the newest version of the [Homebrew installation](#macos) by running the command below:

```bash{promptUser: user}
brew upgrade terminus
```

## Updating Terminus
### Windows and Linux
Installing Terminus with a PHAR (a stand-alone executable PHP archive) is recommended for Linux and Windows users. This technique is also viable for MacOS users who prefer not to use Homebrew.

<Alert title="Note" type="info">
<Alert title="Note" type="info" >

Terminus uses [Semantic versioning](https://semver.org/). Be sure to fully test compatibility with existing configurations before upgrading to new major releases.
[Terminus compatibility](#compatibility-and-requirements) for Windows requires installing the Windows Subsystem for Linux (WSL). [Install WSL](https://learn.microsoft.com/en-us/windows/wsl/) before proceeding to the steps below.

</Alert>

### Homebrew Package Manager (Recommended for MacOS Users)

You can update to the newest version of the [Homebrew installation](/terminus/install#homebrew-installation) by running the command below:
The commands below will:
- Create a `terminus` folder in your home directory (`~/`)
- Get the latest release tag of Terminus
- Download and save the release as `~/terminus/terminus`
- Make the file executable
- Add a symlink to your local `bin` directory for the Terminus executable

```bash{promptUser: user}
brew upgrade terminus
mkdir -p ~/terminus && cd ~/terminus
curl -L https://github.com/pantheon-systems/terminus/releases/download/3.6.1/terminus.phar --output terminus
chmod +x terminus
./terminus self:update
sudo ln -s ~/terminus/terminus /usr/local/bin/terminus
```
<hr/>

### Update Standalone Terminus PHAR

You can update the [standalone Terminus PHAR](/terminus/install#standalone-terminus-phar) installation to the newest version with the command below.
Update the [standalone Terminus PHAR](#windows-and-linux) installation to the newest version by running the command below:

```bash{promptUser: user}
terminus self:update
```

## Authentication
### Login via Machine Token (Required)
You must log in with a machine token after the installation completes. A machine token is used to securely authenticate your machine. Machine tokens provide the same access as your username and password, and do not expire. Refer to [Machine Tokens](/machine-tokens/) for more information.

1. [Go to your Personal Settings](/personal-settings), select [Machine Tokens](https://dashboard.pantheon.io/users/#account/tokens/), then [Generate a Machine Token](https://dashboard.pantheon.io/login?destination=%2Fuser#account/tokens/create/terminus/).

1. Use your machine token to authenticate into Terminus, replacing `<[email protected]>` and `<machine_token>`:

## Installing and Updating Terminus Plugins
```bash{promptUser: user}
terminus auth:login --email=<[email protected]> --machine-token=<machine_token>
```

Terminus can be extended with plugins. Refer to the [Terminus Plugin Directory](https://pantheon.io/docs/terminus/plugins/) for a list of available plugins.
Machine tokens are keyed to the email address associated with your Pantheon user account. Future sessions are authenticated with your email address after a token has been used to authenticate Terminus:

## More Resources
```bash{promptUser: user}
terminus auth:login --email <[email protected]>
```

### SSH Authentication (Optional, but recommended)

Commands that execute remote instructions to tools like Drush or WP-CLI require SSH authentication. Refer to [Generate and Add SSH Keys](/ssh-keys/) to prevent password requests when executing these commands.

- [Developing on Pantheon Directly with SFTP Mode](/guides/sftp)
- [PHP on Pantheon](/guides/php)