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ERPNext-installation-Guide

The complete guide to install ERPNext in your Ubuntu system

Pre-requisites

  Python 3.6+
  Node.js 14+
  Redis 5                                       (caching and real time updates)
  MariaDB 10.3.x / Postgres 9.5.x               (to run database driven apps)
  yarn 1.12+                                    (js dependency manager)
  pip 20+                                       (py dependency manager)
  wkhtmltopdf (version 0.12.5 with patched qt)  (for pdf generation)
  cron                                          (bench's scheduled jobs: automated certificate renewal, scheduled backups)
  NGINX                                         (proxying multitenant sites in production)

STEP 1 Install git

Git is the most commonly used version control system. Git tracks the changes you make to files, so you have a record of what has been done, and you can revert to specific versions should you ever need to. Git also makes collaboration easier, allowing changes by multiple people to all be merged into one source.

sudo apt-get install git

STEP 2 install python-dev

python-dev is the package that contains the header files for the Python C API, which is used by lxml because it includes Python C extensions for high performance.

sudo apt-get install python3-dev

you may have error of downloading this command like this "Unable to fetch some archives, maybe run apt-get update or try with --fix-missing?" to solve it run

sudo apt-get update

STEP 3 Install setuptools and pip (Python's Package Manager).

Setuptools is a collection of enhancements to the Python distutils that allow developers to more easily build and distribute Python packages, especially ones that have dependencies on other packages. Packages built and distributed using setuptools look to the user like ordinary Python packages based on the distutils.

pip is a package manager for Python. It's a tool that allows you to install and manage additional libraries and dependencies that are not distributed as part of the standard library.

sudo apt-get install python3-setuptools python3-pip

STEP 4 Install virtualenv

virtualenv is a tool for creating isolated Python environments containing their own copy of python , pip , and their own place to keep libraries installed from PyPI. It's designed to allow you to work on multiple projects with different dependencies at the same time on the same machine.

sudo apt-get install virtualenv

CHECK PYTHON VERSION

python3 -V

IF VERSION IS 3.8.X RUN

sudo apt install python3.8-venv

IF VERSION IS 3.10.X RUN

 sudo apt install python3.10-venv

STEP 5 Install MariaDB 10.3 stable package

MariaDB is developed as open source software and as a relational database it provides an SQL interface for accessing data.

open this link

https://downloads.mariadb.org/mariadb/repositories/#mirror=piconets

For ubuntu 20.04

sudo apt-get install software-properties-common
sudo apt-key adv --fetch-keys 'https://mariadb.org/mariadb_release_signing_key.asc'
sudo add-apt-repository 'deb [arch=amd64,arm64,ppc64el] https://ftp.icm.edu.pl/pub/unix/database/mariadb/repo/10.3/ubuntu focal main'
sudo apt update
sudo apt install mariadb-server

For ubuntu 18.04

sudo apt-get install software-properties-common dirmngr apt-transport-https
sudo apt-key adv --fetch-keys 'https://mariadb.org/mariadb_release_signing_key.asc'
sudo add-apt-repository 'deb [arch=amd64,arm64,ppc64el] https://mirrors.aliyun.com/mariadb/repo/10.3/ubuntu bionic main'
sudo apt update
sudo apt install mariadb-server

IMPORTANT :During this installation you'll be prompted to set the MySQL root password. If you are not prompted for the same You can initialize the MySQL server setup by executing the following command

sudo mysql_secure_installation

STEP 6 MySQL database development files

sudo apt-get install libmysqlclient-dev

STEP 7 Edit the mariadb configuration ( unicode character encoding )

sudo nano /etc/mysql/my.cnf

add this to the my.cnf file

[mysqld]
character-set-client-handshake = FALSE
character-set-server = utf8mb4
collation-server = utf8mb4_unicode_ci

[mysql]
default-character-set = utf8mb4

Now press (Ctrl-X) to exit

sudo service mysql restart

STEP 8 install Redis

Redis is an open source (BSD licensed), in-memory data structure store, used as a database, cache, and message broker.

sudo apt-get install redis-server

STEP 9 install Node.js 14.X package

Node.js is an open source, cross-platform runtime environment for developing server-side and networking applications. Node.js applications are written in JavaScript, and can be run within the Node.js runtime on OS X, Microsoft Windows, and Linux.

sudo apt-get install curl
curl -sL https://deb.nodesource.com/setup_14.x | sudo -E bash -
sudo apt-get install -y nodejs

STEP 10 install Yarn

Yarn is a JavaScript package manager that aims to be speedy, deterministic, and secure. See how easy it is to drop yarn in where you were using npm before, and get faster, more reliable installs. Yarn is a package manager for JavaScript.

sudo npm install -g yarn

STEP 11 install wkhtmltopdf

Wkhtmltopdf is an open source simple and much effective command-line shell utility that enables user to convert any given HTML (Web Page) to PDF document or an image (jpg, png, etc)

sudo apt-get install xvfb libfontconfig wkhtmltopdf

if you have to setup production server go to Step 16 else continue

STEP 12 install frappe-bench

sudo -H pip3 install frappe-bench

IMPORTANT: you may wish to log out and log back into your terminal before next step and You must login.

bench --version

STEP 13 initilise the frappe bench & install frappe latest version

bench init frappe-bench --frappe-branch version-13

cd frappe-bench/
bench start

STEP 14 create a site in frappe bench

bench new-site dcode.com

STEP 15 install ERPNext latest version in bench & site

bench get-app erpnext --branch version-13
###OR
bench get-app https://github.com/frappe/erpnext --branch version-13

bench --site dcode.com install-app erpnext

bench start

Optional step for cratetind production setup

STEP 16 Create a new user

sudo adduser dcode-frappe
sudo usermod -aG sudo dcode-frappe
su - dcode-frappe

Follow the steps from Step 12 to Step 15

Step 17 setup production

sudo bench setup production dcode-frappe
bench restart

Open the 0.0.0.0 or server IP in web browser and login to production server

Port cofiguration for multiple site

  bench use sitename



Switch off DNS based multitenancy (once)

  bench config dns_multitenant off

Create a new site

  bench new-site site2name

Set port

   bench set-nginx-port site2name 82

Re generate nginx config

   bench setup nginx

Reload nginx

  sudo service nginx reload
  

Reload supervisor
  sudo service supervisor restart

others

  sudo add-apt-repository ppa:certbot/certbot
  sudo apt update
  sudo apt install python-certbot-nginx
  sudo certbot --nginx -d example.com
  
  ./env/bin/python -m pip install -q -U -e /apps/frappe

If you installed with --production option and you want to stop production services, and start in develop mode

  sudo service supervisor stop
  sudo service redis stop
  sudo service nginx stop

To start in develop mode, you need to have Procfile in the frappe-bench directory.

  bench setup procfile

To start develop server:

  bench start

To restart the production mode agin

  sudo service supervisor start
  sudo service redis start
  sudo service nginx start

To check on the status of services - mainly whether they are active or not

  sudo service supervisor status
  sudo service redis status
  sudo service nginx status

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