Note: entry originally published in March 2014, with numerous edits and additions since then. As of September 2016 I’ve started moving to Docker for my local dev needs.
Like many people developing with WordPress, I initially used XAMPP to run a Linux/Apache/MySQL stack under Windows. This beats developing directly off a remote server by a long stretch (in case anybody still does that), but it turns out to be quite a hassle as you wrestle with / vs \ in paths and other discrepancies between the Unix and Windows worlds. Developing in an environment as close to production as possible ends up being a much better choice. Popular free tools to do so are:
- VirtualBox to run other operating systems within your own
- Vagrant to manage development environments within VirtualBox
- Puphpet, a wizard-like interface to help set up Vagrant through Puppet automation scripts. Phansible does the same but using Ansible.
Yes, these work somewhat like Russian dolls, as modern web development has a severe case of tools to set up tools to set up tools. It can get a little crazy at times, so you want to find the sweet spot where you gain efficiency without becoming a slave to your toolset (which is supposed to save you time in the first place). Getting this up and running is a big enabler for continuous integration, and why you would want to think and develop that way is the topic of a separate entry.
In this post I’ll share some practical details to contribute a little back to the open source community and not just consume its benefits passively. The end result is a fully functional Unix environment serving a WordPress website locally on a Windows PC, across a whole local network.
This entry is written from the perspective of “Unix as a foreign language” from a Windows native. It does assume that you have read the basics about VirtualBox and Vagrant, and focuses on common roadblocks that I’ve encountered along the way. As always, the key to learning a whole new way of doing things is to break it down in small digestible chunks.
Installing VirtualBox + Vagrant + ConEmu
It took me hours to get the VirtualBox+Vagrant combo to fully run like I wanted, so for the benefit of others trying to get it up and running, here are things to watch for in order to run a Linux guest from a Windows host, though some of these things also apply if you use a Mac. I’m running CentOS as a guest OS, you may need to adjust your syntax slightly with other Linux builds but the below should mostly apply with Ubuntu et. al.
First of all, check that your BIOS is set up to with virtualization enabled, which is often not the case by default.
Second, VirtualBox can be a pain to install/update in Windows. One thing that can help is to install it after disabling network devices or unplugging your Ethernet cable (source). You may want to install it as an administrator and use bridged networking, for reasons explained further below.
Third, on Windows it is safer to install Vagrant off the root of one of your hard drives, in a directory without spaces (say D:\Vagrant). A few Vagrant settings help with troubleshooting and overall quality of life, such as picking a short friendly name for your VM (defaults tend to be very long and unwieldy), or triggering the VirtualBox UI for the guest OS to let you see what’s going on during its boot sequence. You’ll want to edit your parent Vagrantfile with these default customizations, and add a system environment variable pointing to your Vagrant directory (batch file). That way, these settings will apply across all the boxes you’ll create manually or with a tool such as Puphpet.
Fourth, you’ll find you need to run a bunch of command line instructions to manage Vagrant then dive into your Linux host. Out of the box Windows is poorly equipped for that. After trying Console2, I settled on ConEmu which lets me run PowerShell in one tab (Windows host), vagrant ssh in a 2nd tab, the mysql command line in the third… (Understand though that it’s a console, not a shell.) I recommend using different color schemes in ConEmu for different tabs/environments, that way you’ll instantly see whether you’re in your Windows PowerShell vs. your Linux command line vs. MySQL.
Fear not the command line, you’re gonna need it! Here are some shortcuts to make your life easier. It looks more complicated than it really is, just take it one step at a time as you bump into the need for new instructions. Soon enough you’ll be comfortable with the likes of ls (=dir) or ifconfig (=ipconfig).
Common Solutions to Post-Install Blues
At this point I’ll skip a bunch of install/setup steps already well documented in the links at the bottom of this entry. You should find the basics rather easy, but once you’re to the point where Vagrant is serving a website that you’re able to browse from Windows, several problems could still be in your way that I haven’t seen documented in one place, so here we go:
a) If Vagrant complains that it can’t find the ssh executable, 1) make sure you do have it somewhere (typically from installing Git or Cygwin, in their bin subdirectory) and 2) add the directory where ssh. exe is located in your user PATH variable (source). You may need to close and reopen your console for PATH changes to be recognized (rebooting shouldn’t be necessary), type SET PATH to check what you have (more here).
b) If PHP sessions can’t be written to disk, there are a couple different fixes so that Apache cooperates. That issue is easy to spot as PHP error messages will probably pollute your pages when you browse your brand new virtual local web server. Typically running this from your guest command line should do it:
sudo chown www-data:www-data /var/lib/php/session
sudo nano /etc/httpd/conf/httpd.conf
sudo service httpd restart
I like to switch KeepAlive to On while I’m at it. This problem can also occur with Nginx, just google for the slightly different syntax. Update: newer versions of Vagrant took care of the EnableSendFile default.
d) If some npm packages can’t be fully installed (say some Grunt modules), that happens for two reasons: 1) problems with symlinks 2) because Windows paths are limited to 260 characters (yes this is crazy and only was addressed with Win 10 Anniversary Update), while Node dependencies are sometimes installed very deep into subdirectories.
To solve these two issues in one swoop, in your guest OS move the node_modules directory off your shared folder (i.e. your project folder shared from the Windows file system) and create a symlink to it (source) before executing npm install. To do so from the guest command line (i.e. after vagrant ssh):
cd /var/www/yourproject (i.e. whatever’s your Vagrant shared folder)
rm node_modules (delete any half broken install you might have had)
mv node_modules /tmp/node_modules
ln -s /tmp/node_modules ./node_modules
sudo npm install –no-bin-links
In case you haven’t installed npm yet:
sudo yum install npm
To check whether node.js and npm are installed, in which versions, and to list installed npm modules:
If you run into a read-only or protocol error while creating the symlink, you need to enable symlinks in your VM and run VirtualBox as an administrator (source). To check that VirtualBox has symlinks enabled, open a Windows command line, move to the directory where VirtualBox is installed, and type (source):
VBoxManage getextradata YOURVMNAME enumerate
Because these issues have a way to cascade into a series of roadblocks, if Vagrant returns an error message when trying to relaunch it while VirtualBox is running as admin, it turns out you need to edit DCOM permissions in component services for things to work. For me this still wouldn’t work… and I finally resolved the issue by reinstalling Virtualbox as an admin. Note that when you run VirtualBox as an admin, you also need to run Vagrant as an admin (in practice in my case: launch ConEmu as an admin). In other words: ugh!
e) If you can’t access MySQL directly from the host, say using a GUI like SQLYog:
- Enable port forwarding in NAT mode, or switch VirtualBox to bridged mode from your Vagrantfile, then vagrant reload. Bridged networking is what the cool kids use because it makes your VM accessible to the outside world, and the first time you’ll get it working you’ll feel like you’re in Inception. (See setting up a Mac VM and access from tablets further below.)
sudo nano /etc/my.cnf
- In that file, change binding to 0.0.0.0 and comment out skip-external-locking
mysql>GRANT ALL PRIVILEGES ON *.* TO ‘root’@’%’ IDENTIFIED BY ‘pwdhere’ WITH GRANT OPTION;
exit mysql then:
sudo service mysqld restart
sudo /etc/init.d/iptables stop
This last instruction turns off the guest firewall entirely. If that strikes you as a sledgehammer approach it is, feel free to find out how to open just port 3306 (the default for mysql) if you still want to run the guest OS firewall (of course you still have the Windows firewall standing between the internet and you). But the point is that your VM has likely the firewall blocking external access to mysql by default.
f) If you want to test your websites in Safari / MacOS, install OS X Mountain Lion with iAtkos ML2 and make sure to use bridged mode in your two virtual machines. Edit the hosts file in your brand new virtual Mac, and in my case I gained both extra testing capability and lots of cool points with my geek son who found this extremely cool! Screenshot to prove it did happen.
g) Better than editing hosts files on clients on your LAN, set up a local DNS server to point to your VM’s IP address (again, bridged mode FTW). I have a Synology NAS that does this very well. On most smartphones and tablets you can’t even edit the hosts file unless you root your device, so this trick comes very handy for easy mobile testing. As a side benefit this will also speed up your regular web browsing. Here’s more on DNS and Windows. And if you want easy access from the outside (i.e. the internet), then use a DDNS service such as DuckDNS with an auto-updater.
h) Apache and PHP error logs in CentOS are at /var/log/httpd, here’s what to do from the guest command line if you get “permission denied” when you try to cd to that directory (source):
sudo chown -R root:apache /var/log/httpd
sudo chmod -R 755 /var/log/httpd
Then ls -tl to show a reverse chronological list of logs (i.e. most recently updated on top), then tail, grep or nano the file you want to read. If you have doubts about the location of your php error logs, grep error_log /etc/php.ini. Bugsnag is a nice online service to keep on top of app errors, there’s a limited but still useful free tier (2,000 errors/mo for 1 user and 1 app).
In my experience, you might end up having to destroy the VM (vagrant destroy) and start from a full fresh vagrant up. Breathe, this can happen, you may have to go through a couple of these slow (10+ minutes) full VM rebuilds, but it seems sometimes a fresh start is really the best way to get Vagrant working. Once you’re in a stable place, you’ll use vagrant suspend and vagrant resume whenever you need to turn the VM off and back on.
Yes, it can be a significant learning curve, but if you do any serious web development at all basic UNIX skills are a necessity, and once you get it all working, you’ll wonder how you survived without such a setup.
Since I initially wrote this entry, Vagrant kept evolving, especially with the addition of Linked Clones and Snapshots in v1.8. Also, in September 2015 launched Otto as the successor to Vagrant (Hacker News thread). Otto intended to help with deployment and address some of Vagrant’s longstanding shortcomings. But by their own admission, at launch Otto was nowhere near the level of maturity now reached by Vagrant, and the two were to evolve in parallel, at least for a while. They still intend to release Vagrant 2.0 “sometime in 2016”, and in reality Otto was somewhat of an abstraction layer and under the hood uses Vagrant for some of its functionality.
I’m writing in the past tense because HashiCorp “decommissioned” Otto in August 2016 on account of its design flaws. Around the same time frame they hired a new CEO (coming from Github) and raised a $24M Series B round, so more changes may be in the wings.
Useful Vagrant Resources
- Why & How-To Set Up a WordPress Local-Development Environment With Vagrant
- Getting Started With Vagrant using PuPHPet.com
- Using the MEAN stack on Windows with PuPHPet
- Introduction to Puppet – you probably won’t need it much thanks to PuPHPet, but it’s good to have a vague understanding of how that tool works under the hood if you need to make additions to its output – note that most of PuPHPet’s work is done via its own config.yaml file rather than in Vagrantfile itself.
- Vagrant Up and Running
- Building a Development Environment With Vagrant and Puppet – from a very different Microsoft than the company I left 15 years ago!
- Protobox: a fork of Puphpet growing into a project in its own right. Haven’t used it myself.
What About Docker?
Docker is another project that’s been gaining a lot of momentum recently. It’s not strictly competing with Vagrant, and both can be used together, but there is increasing overlap between the two ecosystems. The main benefit of Docker is its modular approach thanks to containers that can be added to your project, while Vagrant’s boxes are monolithic. Also, Docker runs processes while Vagrant creates a whole virtual PC within your computer, which consumes more hardware resources. Technically Docker does containerization but not virtualization.
See my notes about using Docker as a possible replacement for Vagrant, which ended up as a great alternative, at least for my use case.