Prerequisites
1
Install Docker
Ensure Docker Engine 20.10+ and Docker Compose v2+ are installed and running.Verify installation:
2
System Requirements
- CPU: 2 vCPU minimum (4 vCPU recommended)
- RAM: 4GB minimum (8GB recommended)
- Storage: 20GB minimum
- OS: Ubuntu 20.04+, Amazon Linux 2, macOS, or Windows with WSL2
3
User Permissions
Ensure your user has Docker permissions. On Linux, you may need:
Quick Start Installation
Plane provides an interactive setup script that handles the entire installation process.1
Create Installation Directory
2
Download Setup Script
3
Run Installation
plane-app directory with:docker-compose.yaml- Service definitionsplane.env- Environment configuration
4
Configure Environment
Edit the Critical settings to configure:See the configuration guide for all available options.
plane-app/plane.env file before starting services:plane.env
5
Start Services
Run the setup script again and select 2:The script will:
- Pull Docker images for all services
- Create Docker volumes for data persistence
- Start all containers
- Run database migrations
6
Access Plane
Open your browser and navigate to the URL you configured:
- Local:
http://localhost - Custom port:
http://localhost:8080(if you setLISTEN_HTTP_PORT=8080) - Domain:
https://plane.example.com
Docker Compose Configuration
Thedocker-compose.yaml file defines all services. Here’s an overview of the architecture:
docker-compose.yaml (simplified)
Management Operations
Starting Services
Stopping Services
Restarting Services
Useful after configuration changes:Viewing Logs
Interactive log viewer:Checking Service Status
Backup and Restore
Creating Backups
The setup script includes a backup utility:plane-app/backup/YYYYMMDD-HHMM/ containing:
pgdata.tar.gz- PostgreSQL databaseredisdata.tar.gz- Redis datauploads.tar.gz- User uploads and files
Restoring from Backup
1
Download Restore Script
2
Stop Plane Services
3
Run Restore
4
Start Services
Upgrading Plane
1
Create Backup
2
Run Upgrade
- Stop running services
- Download the latest
docker-compose.yaml - Download the latest
plane.envtemplate - Pull new Docker images
3
Review Configuration
Important: Review the new Merge your custom configuration with new defaults.
plane.env file for new settings:4
Start Updated Instance
SSL/HTTPS Configuration
Plane’s proxy service supports automatic SSL certificate generation using Let’s Encrypt.Using Let’s Encrypt
Editplane.env:
plane.env
Ensure your domain points to your server’s IP and ports 80/443 are accessible from the internet.
Using Custom Certificates
If you have your own SSL certificates, you can mount them into the proxy container. Modify thedocker-compose.yaml proxy service:
External Services
You can use external managed services instead of the bundled containers.External PostgreSQL
Editplane.env:
plane-db service in docker-compose.yaml or use a custom compose file.
External Redis
plane.env
External S3-Compatible Storage
plane.env
Troubleshooting
Services Won’t Start
-
Check if ports are available:
-
View service logs:
-
Verify environment variables:
Database Connection Errors
Migration Failures
Out of Memory
If services are crashing due to memory issues:docker-compose.yaml
Permission Errors
Performance Optimization
Increase Worker Replicas
For better background job processing:plane.env
Database Optimization
docker-compose.yaml
Enable Redis Persistence
docker-compose.yaml
Next Steps
Configuration
Configure environment variables, email, OAuth, and more
Instance Admin
Set up instance administration and manage settings
