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annotate posts/Managing_dotfiles_with_vcsh_and_mr.md @ 40:197e15796e63
Add note about pre-existing mercurial sync module as patch
author | Samuel Hodgkins <samuel.hodgkins@sky.com> |
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date | Fri, 23 Mar 2018 01:48:17 +0000 |
parents | 2307e281b4b7 |
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2307e281b4b7
tagify all the things
Samuel Hodgkins <samuel.hodgkins@sky.com>
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1 [[!tag tech linux dotfiles myrepos vcsh old]] |
3 | 2 Over time, a Linux user may customize and configure his environment rather substantially. |
3 These modifications are stored in a collection of configuration files / data known as 'dotfiles' (because the first letter of many of them is '.'). | |
4 For multiple reasons, it is very beneificial if you track, control and synchronise all of your personal dotfiles, a few example reasons include: | |
5 - Having an additional backup | |
6 - Being able to see their history, how they changed over time | |
7 - Being able to rollback changes if needed (I haven't needed this yet) | |
8 - Being able to use the same set of files accross multiple physical/virtual machines | |
9 - Being able to share you configuration with the world so people can learn from it just like you learn from other people's. | |
10 | |
11 However, there is not one single universal method for managing them, instead there are many tools and approaches that one can take. | |
12 GitHub provides a decent list of programs [here](https://dotfiles.github.io/) but I intend to summarize the main approaches below. | |
13 (It may be worth noting that while the methods may not be mutually exclusive, there is one 'main' approach/method per tool and that is what counts.) | |
14 | |
15 1. Symlink-driven management involves moving the dotfiles away from their original location, instead creating symbolic links to one or more destinations. | |
16 There are many ways/approaches of doing this, but the simplest is to just have a single directory be the destination for all the links. | |
17 2. VC(Version Control)-driven management involves less management of actual dotfiles compared to the other two. Instead of copying or using symbolic links, | |
18 instead a version-control system is primarily used to track/manage dotfiles in groups. The original dotfiles are left in place, instead they can be treated | |
19 just like every other repository. There are multiple methods of implementing this approach with their own unique advantages and drawbacks. | |
20 3. Configuration-driven management involves using explicit configuration file(s) to determine exactly what dotfiles are to be managed/tracked as well as how they are to be tracked among other things. | |
21 The key difference between this method and the others is that rather than using interactive commands to manage and modify dotfiles, one or more configuration files are used. | |
22 Typical formats for this information include YAML/JSON or a purpose-built configuration format. Typically but not exclusively uses symbolic links for dotfiles. | |
23 | |
24 I have been tracking my dotfiles for short-to-moderate period of time. I originally started when I read an article about using GNU Stow as the management tool. | |
25 Stow has some features that make it just as useful for this as a dedicated too: It supports 'packages' so you can choose to install part of the dotfiles. | |
26 It also doesn't make you specify specifically which files to symlink, it just symlinks the entire package. | |
27 However, it's definitely not perfect: Symlinks can be overwritten, Moving dotfiles and replicating directory structures sucked, and you could only manage operations from the right directory. | |
28 (I could also only easily have 1 VCS repo, which effectively meant private dotfiles couldn't be tracked) | |
29 | |
30 One day, while inspecting my ~/dotfiles I noticed that the .git directory was missing. I could've seen this as a disaster, but I didn't. | |
31 I had been thinking about migrating away from Stow for a while, but I never actually did anything - so I took this opportunity. | |
32 After some reading/googling, I had made the decision to use `mr` and `vcsh`. | |
33 `vcsh` would provide each individual repository, public and private while `mr` would be used for higher-level tasks. | |
34 There are multiple guides to this pair of tools, such as: | |
35 | |
36 * [This very short post on vcsh & mr](https://sumancluster.wordpress.com/2015/05/29/managing-dotfiles-using-vcsh-and-mr/) | |
37 * [This one which links to a more in-depth tutorial but also takes a look at the internals](https://www.kunxi.org/blog/2014/02/manage-dotfiles-using-vcsh-and-mr/) | |
38 * [This very useful and detailed one](http://srijanshetty.in/technical/vcsh-mr-dotfiles-nirvana/) | |
39 | |
40 When I was migrating, I particularly found the latter link to be rather useful due to the detailed explanations of multiple common tasks. | |
41 However, should you not want to read any of the above links I will attempt to give an overview of how it works in practice. | |
42 | |
43 # Creating a new repository | |
44 | |
45 1. Clone/Initialize the local vcsh repository | |
46 2. Update the myrepos(mr) configuration to include that repository | |
47 3. Add the wanted stuff to the vcsh repository | |
48 4. Write/generate a .gitignore and modify as needed | |
49 5. Commit to the vcsh repository and push both sets of changes as needed. | |
50 | |
51 # Updating an existing repository | |
52 | |
53 1. You can prefix git operations with vcsh and then the repo name to perform them on the repository. | |
54 2. Alternatively, use 'vcsh enter' to go into an environment where git can be used normally. | |
55 | |
56 # Updating *all* the repositories | |
57 | |
58 1. Use `mr up` and let myrepos do the job it was designed to do. | |
59 | |
60 # Bootstrapping the dotfiles | |
61 (presuming git is installed. If not, install it.) | |
62 | |
63 1. Install myrepos and vcsh. If there's no distribution package, a manual install is easy (they're just standalone scripts) | |
64 2. Obtain your myrepos configuration. | |
65 3. Use `mr up` and let myrepos obtain all your repositories as needed. | |
66 | |
67 If you think the above workflow looks interesting, I recommend you have a nice read of the above links - especially the last one | |
68 as I found it very useful. However, I have not moved my entire collection of dotfiles over and yet I still have some interesting problems/caveats to tackle. | |
69 | |
70 Firstly, while using a (private) Git repository to track my SSH/GPG data is useful, certain files have special filesystem permissions which Git does not preserve. While this can be solved with a chmod or two, it may grow | |
71 to be more difficult if I need more of these files in the future - plus I might be able to automate it using mr's 'fixups' functionality. | |
72 | |
73 Secondly, this is more of an observation than a problem: I'm currently using an Apache-style configuration involving both *'available.d'* and *'config.d'*. This works and is flexible, but it'd be simpler to only have a single directory and have equivalent information be part of the configuration itself. | |
74 | |
75 Thirdly, bootstrapping from a completely clean slate is rather complicated. Certain repositories may depend on others to work / be in the correct location. Then there's the problem of access to private repositories, perhaps HTTP(s) could be used to download SSH keys using pre-entered cached credentials? A similar but lesser problem exists with GPG. Public repositories have no issues with this - if need be, they can have the master remote be changed afterwards.s | |
76 | |
77 Anyway, that's all for now. If and when I solve the above issues I'll make sure to explain and blog about each my solutions. Until then, I don't expect this to come up again. |