Connect a Rails application to PlanetScale

Introduction

In this tutorial, you’re going to create a simple Rails application named blog and connect it to a PlanetScale database. You’ll perform the initial migration from your local Rails application, and set up the database for future development.

Prerequisites

• Install Ruby and the Rails gem.
• Install the PlanetScale CLI.
• Authenticate the CLI with the following command:

pscale auth login

Create a Rails project

To connect a Rails application to a PlanetScale database, you'll first create a sample Rails project named blog and install the libraries needed to connect to your PlanetScale database.

Open the command line and follow these steps:

1. Create a Rails app named blog by running the following command:

   Terminal

   rails new blog
   

2. Change into the directory you just created, the blog Rails app:

   Terminal

   cd blog
   

3. Next, add the mysql2 gem to your Gemfile:

   Ruby

   gem "mysql2"
   

4. Then run bundle install

   At this point, you have accomplished two things: you've created a Rails project called blog and installed the libraries that you'll need to connect to your PlanetScale database. Now, it’s time to create a PlanetScale database.

Create a PlanetScale database and password

Now you'll need to create credentials for your Rails application to use.

Using the CLI to create a connection string

1. Using the pscale CLI, create a new database also named blog:

   Terminal

   pscale database create blog
   

2. Using the pscale CLI, create a new database password for the main branch of your database named blog:

   Terminal

   pscale password create blog main <PASSWORD_NAME>
   

   Note

   The PASSWORD_NAME value represents the name of the username and password being generated. You can have multiple credentials for a branch, so this gives you a way to categorize them. To manage your passwords in the dashboard, go to your database overview page, click "Settings", and then click "Passwords".

3. Take note of the values returned to you, as they will not be shown again.

     NAME                  BRANCH   USERNAME       ACCESS HOST URL                     ROLE     ROLE DESCRIPTION   PASSWORD
    --------------------- -------- -------------- ----------------------------------- -------- ------------------ -------------------------------------------------------
     development-password  main     xxxxxxxx   xxxxxxxxxx.us-east-3.psdb.cloud   writer   Can Read & Write   pscale_pw_xxxxxxxxxxxxxxxxxxxxx
   

Configure Rails and PlanetScale

Let's set up the Rails application to talk to the new database.

Open config/database.yml and configure the development database settings with your new credentials from the output in the previous step:

development:
  <<: *default
  adapter: mysql2
  database: blog
  username: <USERNAME>
  host: <ACCESS HOST URL>
  password: <PASSWORD>
  ssl_mode: :verify_identity
  sslca: "/etc/ssl/cert.pem"

The correct sslca path depends on your operating system and distribution. See CA root configuration for more information.

Because this is a Rails app, you can also enable Automatic Rails migrations from the database's settings page. Select your database, click on the main branch, click "Settings", check the "Automatically copy migration data" box, and select "Rails" from the dropdown.

Migrate your database

Here comes the fun stuff! Now that your application is configured to talk to PlanetScale, you can create your first migration.

1. Create a Rails migration and call it CreateUsers:

   Terminal

   rails generate migration CreateUsers
   

   This rails command begins the migration for your table that is currently empty and generates a Ruby file that’ll be named something like this: db/migrate/20211014210422_create_users.rb

2. Fill in the body of this skeleton file with a few more relevant details, such as a user's name and email.

   Ruby

   class CreateUsers < ActiveRecord::Migration[6.1]
     def change
       create_table :users do |t|
         t.string :name
         t.string :email
         t.timestamps
       end
     end
   end
   

3. Run your migration:

   Terminal

   bin/rails db:migrate
   

4. Now, give it a whirl to make sure you can query the new table with the pscale CLI:

   Terminal

   pscale shell blog main
   

   SQL

   blog/main> show tables;
   +----------------------+
   | Tables_in_blog       |
   +----------------------+
   | ar_internal_metadata |
   | schema_migrations    |
   | users                |
   +----------------------+
   blog/main> describe users;
   +------------+--------------+------+-----+---------+----------------+
   | Field      | Type         | Null | Key | Default | Extra          |
   +------------+--------------+------+-----+---------+----------------+
   | id         | bigint       | NO   | PRI | NULL    | auto_increment |
   | name       | varchar(255) | YES  |     | NULL    |                |
   | email      | varchar(255) | YES  |     | NULL    |                |
   | created_at | datetime(6)  | NO   |     | NULL    |                |
   | updated_at | datetime(6)  | NO   |     | NULL    |                |
   +------------+--------------+------+-----+---------+----------------+
   

Enable safe migrations

Safe migrations is an optional but highly recommended feature for production branches on PlanetScale. With safe migrations enabled, direct schema changes (CREATE, ALTER, and DELETE) are not allowed on production branches to prevent accidental data loss and must be applied via deploy requests.

pscale branch safe-migrations enable blog main

Congratulations! You're ready to develop your Rails application against PlanetScale.

Summary

In this tutorial, you created a simple Rails application named blog and connected it to a PlanetScale database.

Further reading

If you're interested in learning how to secure your application's connection to PlanetScale, please read Connecting to PlanetScale securely.

What's next?

Now that you've successfully connected your Rails app to PlanetScale, it's time to make more schema changes to your tables! Learn more about how PlanetScale allows you to make non-blocking schema changes to your database, or how to keep your schema_migrations table up-to-date between development and production branches with automatic schema migrations.