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Auto-generated via `{sandpaper}` Source : 186c10e Branch : main Author : Martino Sorbaro <martinosorb@users.noreply.github.com> Time : 2024-10-28 19:22:23 +0000 Message : Merge pull request swcarpentry#1031 from novica/issue-1027 fix: resolves swcarpentry#1027
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--- | ||
title: Automated Version Control | ||
teaching: 5 | ||
exercises: 0 | ||
--- | ||
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::::::::::::::::::::::::::::::::::::::: objectives | ||
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- Understand the benefits of an automated version control system. | ||
- Understand the basics of how automated version control systems work. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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:::::::::::::::::::::::::::::::::::::::: questions | ||
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- What is version control and why should I use it? | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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We'll start by exploring how version control can be used | ||
to keep track of what one person did and when. | ||
Even if you aren't collaborating with other people, | ||
automated version control is much better than this situation: | ||
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!["notFinal.doc" by Jorge Cham, <https://www.phdcomics.com>](fig/phd101212s.png){alt='Comic: a PhD student sends "FINAL.doc" to their supervisor, but after several increasingly intense and frustrating rounds of comments and revisions they end up with a file named "FINAL_rev.22.comments49.corrections.10.#@$%WHYDIDCOMETOGRADSCHOOL????.doc"'} | ||
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We've all been in this situation before: it seems unnecessary to have | ||
multiple nearly-identical versions of the same document. Some word | ||
processors let us deal with this a little better, such as Microsoft | ||
Word's | ||
[Track Changes](https://support.office.com/en-us/article/Track-changes-in-Word-197ba630-0f5f-4a8e-9a77-3712475e806a), | ||
Google Docs' [version history](https://support.google.com/docs/answer/190843?hl=en), or | ||
LibreOffice's [Recording and Displaying Changes](https://help.libreoffice.org/Common/Recording_and_Displaying_Changes). | ||
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Version control systems start with a base version of the document and | ||
then record changes you make each step of the way. You can | ||
think of it as a recording of your progress: you can rewind to start at the base | ||
document and play back each change you made, eventually arriving at your | ||
more recent version. | ||
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![](fig/play-changes.svg){alt='A diagram demonstrating how a single document grows as the result of sequential changes'} | ||
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Once you think of changes as separate from the document itself, you | ||
can then think about "playing back" different sets of changes on the base document, ultimately | ||
resulting in different versions of that document. For example, two users can make independent | ||
sets of changes on the same document. | ||
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![](fig/versions.svg){alt='A diagram with one source document that has been modified in two different ways to produce two different versions of the document'} | ||
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Unless multiple users make changes to the same section of the document - a | ||
[conflict](../learners/reference.md#conflict) - you can | ||
incorporate two sets of changes into the same base document. | ||
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![](fig/merge.svg){alt='A diagram that shows the merging of two different document versions into one document that contains all of the changes from both versions'} | ||
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A version control system is a tool that keeps track of these changes for us, | ||
effectively creating different versions of our files. It allows us to decide | ||
which changes will be made to the next version (each record of these changes is | ||
called a [commit](../learners/reference.md#commit)), and keeps useful metadata | ||
about them. The complete history of commits for a particular project and their | ||
metadata make up a [repository](../learners/reference.md#repository). | ||
Repositories can be kept in sync across different computers, facilitating | ||
collaboration among different people. | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## The Long History of Version Control Systems | ||
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Automated version control systems are nothing new. | ||
Tools like [RCS](https://en.wikipedia.org/wiki/Revision_Control_System), [CVS](https://en.wikipedia.org/wiki/Concurrent_Versions_System), or [Subversion](https://en.wikipedia.org/wiki/Apache_Subversion) have been around since the early 1980s and are used by | ||
many large companies. | ||
However, many of these are now considered legacy systems (i.e., outdated) due to various | ||
limitations in their capabilities. | ||
More modern systems, such as Git and [Mercurial](https://swcarpentry.github.io/hg-novice/), | ||
are *distributed*, meaning that they do not need a centralized server to host the repository. | ||
These modern systems also include powerful merging tools that make it possible for | ||
multiple authors to work on | ||
the same files concurrently. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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::::::::::::::::::::::::::::::::::::::: challenge | ||
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## Paper Writing | ||
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- Imagine you drafted an excellent paragraph for a paper you are writing, but later ruin | ||
it. How would you retrieve the *excellent* version of your conclusion? Is it even possible? | ||
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- Imagine you have 5 co-authors. How would you manage the changes and comments | ||
they make to your paper? If you use LibreOffice Writer or Microsoft Word, what happens if | ||
you accept changes made using the `Track Changes` option? Do you have a | ||
history of those changes? | ||
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::::::::::::::: solution | ||
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## Solution | ||
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- Recovering the excellent version is only possible if you created a copy | ||
of the old version of the paper. The danger of losing good versions | ||
often leads to the problematic workflow illustrated in the PhD Comics | ||
cartoon at the top of this page. | ||
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- Collaborative writing with traditional word processors is cumbersome. | ||
Either every collaborator has to work on a document sequentially | ||
(slowing down the process of writing), or you have to send out a | ||
version to all collaborators and manually merge their comments into | ||
your document. The 'track changes' or 'record changes' option can | ||
highlight changes for you and simplifies merging, but as soon as you | ||
accept changes you will lose their history. You will then no longer | ||
know who suggested that change, why it was suggested, or when it was | ||
merged into the rest of the document. Even online word processors like | ||
Google Docs or Microsoft Office Online do not fully resolve these | ||
problems. | ||
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::::::::::::::::::::::::: | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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:::::::::::::::::::::::::::::::::::::::: keypoints | ||
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- Version control is like an unlimited 'undo'. | ||
- Version control also allows many people to work in parallel. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: |
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--- | ||
title: Setting Up Git | ||
teaching: 5 | ||
exercises: 0 | ||
--- | ||
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::::::::::::::::::::::::::::::::::::::: objectives | ||
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- Configure `git` the first time it is used on a computer. | ||
- Understand the meaning of the `--global` configuration flag. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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:::::::::::::::::::::::::::::::::::::::: questions | ||
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- How do I get set up to use Git? | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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When we use Git on a new computer for the first time, | ||
we need to configure a few things. Below are a few examples | ||
of configurations we will set as we get started with Git: | ||
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- our name and email address, | ||
- what our preferred text editor is, | ||
- and that we want to use these settings globally (i.e. for every project). | ||
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On a command line, Git commands are written as `git verb options`, | ||
where `verb` is what we actually want to do and `options` is additional optional information which may be needed for the `verb`. So here is how | ||
Alfredo sets up his new laptop: | ||
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```bash | ||
$ git config --global user.name "Alfredo Linguini" | ||
$ git config --global user.email "a.linguini@ratatouille.fr" | ||
``` | ||
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Please use your own name and email address instead of Alfredo's. This user name and email will be associated with your subsequent Git activity, | ||
which means that any changes pushed to | ||
[GitHub](https://github.com/), | ||
[BitBucket](https://bitbucket.org/), | ||
[GitLab](https://gitlab.com/) or | ||
another Git host server | ||
after this lesson will include this information. | ||
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For this lesson, we will be interacting with [GitHub](https://github.com/) and so the email address used should be the same as the one used when setting up your GitHub account. If you are concerned about privacy, please review [GitHub's instructions for keeping your email address private][git-privacy]. | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Keeping your email private | ||
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If you elect to use a private email address with GitHub, then use GitHub's no-reply email address for the `user.email` value. It looks like `ID+username@users.noreply.github.com`. You can look up your own address in your GitHub [email settings](https://github.com/settings/emails). | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Line Endings | ||
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As with other keys, when you hit <kbd>Enter</kbd> or <kbd>↵</kbd> or on Macs, <kbd>Return</kbd> on your keyboard, | ||
your computer encodes this input as a character. | ||
Different operating systems use different character(s) to represent the end of a line. | ||
(You may also hear these referred to as newlines or line breaks.) | ||
Because Git uses these characters to compare files, | ||
it may cause unexpected issues when editing a file on different machines. | ||
Though it is beyond the scope of this lesson, you can read more about this issue | ||
[in the Pro Git book](https://www.git-scm.com/book/en/v2/Customizing-Git-Git-Configuration#_core_autocrlf). | ||
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You can change the way Git recognizes and encodes line endings | ||
using the `core.autocrlf` command to `git config`. | ||
The following settings are recommended: | ||
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On macOS and Linux: | ||
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```bash | ||
$ git config --global core.autocrlf input | ||
``` | ||
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And on Windows: | ||
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```bash | ||
$ git config --global core.autocrlf true | ||
``` | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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Alfredo also has to set his favorite text editor, following this table: | ||
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| Editor | Configuration command | | ||
| :----------- | :------------------------------ | | ||
| Atom | `$ git config --global core.editor "atom --wait"` | | ||
| nano | `$ git config --global core.editor "nano -w"` | | ||
| BBEdit (Mac, with command line tools) | `$ git config --global core.editor "bbedit -w"` | | ||
| Sublime Text (Mac) | `$ git config --global core.editor "/Applications/Sublime\ Text.app/Contents/SharedSupport/bin/subl -n -w"` | | ||
| Sublime Text (Win, 32-bit install) | `$ git config --global core.editor "'c:/program files (x86)/sublime text 3/sublime_text.exe' -w"` | | ||
| Sublime Text (Win, 64-bit install) | `$ git config --global core.editor "'c:/program files/sublime text 3/sublime_text.exe' -w"` | | ||
| Notepad (Win) | `$ git config --global core.editor "c:/Windows/System32/notepad.exe"` | | ||
| Notepad++ (Win, 32-bit install) | `$ git config --global core.editor "'c:/program files (x86)/Notepad++/notepad++.exe' -multiInst -notabbar -nosession -noPlugin"` | | ||
| Notepad++ (Win, 64-bit install) | `$ git config --global core.editor "'c:/program files/Notepad++/notepad++.exe' -multiInst -notabbar -nosession -noPlugin"` | | ||
| Kate (Linux) | `$ git config --global core.editor "kate"` | | ||
| Gedit (Linux) | `$ git config --global core.editor "gedit --wait --new-window"` | | ||
| Scratch (Linux) | `$ git config --global core.editor "scratch-text-editor"` | | ||
| Emacs | `$ git config --global core.editor "emacs"` | | ||
| Vim | `$ git config --global core.editor "vim"` | | ||
| VS Code | `$ git config --global core.editor "code --wait"` | | ||
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It is possible to reconfigure the text editor for Git whenever you want to change it. | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Exiting Vim | ||
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Note that Vim is the default editor for many programs. If you haven't used Vim before and wish to exit a session without saving | ||
your changes, press <kbd>Esc</kbd> then type `:q!` and hit <kbd>Enter</kbd> or <kbd>↵</kbd> or on Macs, <kbd>Return</kbd>. | ||
If you want to save your changes and quit, press <kbd>Esc</kbd> then type `:wq` and hit <kbd>Enter</kbd> or <kbd>↵</kbd> or on Macs, <kbd>Return</kbd>. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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Git (2.28+) allows configuration of the name of the branch created when you | ||
initialize any new repository. Alfredo decides to use that feature to set it to `main` so | ||
it matches the cloud service he will eventually use. | ||
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```bash | ||
$ git config --global init.defaultBranch main | ||
``` | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Default Git branch naming | ||
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Source file changes are associated with a "branch." | ||
For new learners in this lesson, it's enough to know that branches exist, and this lesson uses one branch. | ||
By default, Git will create a branch called `master` | ||
when you create a new repository with `git init` (as explained in the next Episode). This term evokes | ||
the racist practice of human slavery and the | ||
[software development community](https://github.com/github/renaming) has moved to adopt | ||
more inclusive language. | ||
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In 2020, most Git code hosting services transitioned to using `main` as the default | ||
branch. As an example, any new repository that is opened in GitHub and GitLab default | ||
to `main`. However, Git has not yet made the same change. As a result, local repositories | ||
must be manually configured have the same main branch name as most cloud services. | ||
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For versions of Git prior to 2.28, the change can be made on an individual repository level. The | ||
command for this is in the next episode. Note that if this value is unset in your local Git | ||
configuration, the `init.defaultBranch` value defaults to `master`. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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The five commands we just ran above only need to be run once: the flag `--global` tells Git | ||
to use the settings for every project, in your user account, on this computer. | ||
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Let's review those settings and test our `core.editor` right away: | ||
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```bash | ||
$ git config --global --edit | ||
``` | ||
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Let's close the file without making any additional changes. Remember, since typos in the config file will cause | ||
issues, it's safer to view the configuration with: | ||
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```bash | ||
$ git config --list | ||
``` | ||
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And if necessary, change your configuration using the | ||
same commands to choose another editor or update your email address. | ||
This can be done as many times as you want. | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Proxy | ||
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In some networks you need to use a | ||
[proxy](https://en.wikipedia.org/wiki/Proxy_server). If this is the case, you | ||
may also need to tell Git about the proxy: | ||
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```bash | ||
$ git config --global http.proxy proxy-url | ||
$ git config --global https.proxy proxy-url | ||
``` | ||
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To disable the proxy, use | ||
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```bash | ||
$ git config --global --unset http.proxy | ||
$ git config --global --unset https.proxy | ||
``` | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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::::::::::::::::::::::::::::::::::::::::: callout | ||
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## Git Help and Manual | ||
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Always remember that if you forget the subcommands or options of a `git` command, you can access the | ||
relevant list of options typing `git <command> -h` or access the corresponding Git manual by typing | ||
`git <command> --help`, e.g.: | ||
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```bash | ||
$ git config -h | ||
$ git config --help | ||
``` | ||
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While viewing the manual, remember the `:` is a prompt waiting for commands and you can press <kbd>Q</kbd> to exit the manual. | ||
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More generally, you can get the list of available `git` commands and further resources of the Git manual typing: | ||
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```bash | ||
$ git help | ||
``` | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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[git-privacy]: https://help.github.com/articles/keeping-your-email-address-private/ | ||
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:::::::::::::::::::::::::::::::::::::::: keypoints | ||
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- Use `git config` with the `--global` option to configure a user name, email address, editor, and other preferences once per machine. | ||
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:::::::::::::::::::::::::::::::::::::::::::::::::: | ||
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