Python 3.8+
Node.js 14
Redis 5 (caching and real time updates)
MariaDB 10.3.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)
It is always a good idea to upgrade the Ubuntu package if anything is available, run the below command to upgrade and update.
sudo apt update && sudo apt upgrade -y
It is always recommended to reboot the server once the upgrade is done.
sudo reboot
sudo adduser erpnext
sudo usermod -aG sudo erpnext
su - erpnext
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 install git -y
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 install python3-dev -y
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 install python3-setuptools python3-pip python3-testresources -y
virtualenv is a tool for creating isolated Python environments containing their own copy ofpython, 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 install virtualenv -y
Resid can be used to process and analyze data in memory, this is prerequisite for ERPNext.
sudo apt install redis-server -y
Now install the below package to manage the repository, usually, Ubuntu 20.04 has already installed it, but for the safe side, we will run this command.
sudo apt install software-properties-common -y
if prompt for "Override local changes to /etc/pam.d/common-*?" on PAM Configuration, then safely choose "No".
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 install xvfb libfontconfig wkhtmltopdf -y
sudo reboot
after reboot
sudo su - erpnext
MariaDB is developed as open source software and as a relational database it provides an SQL interface for accessing data.
sudo apt-key adv --fetch-keys 'https://mariadb.org/mariadb_release_signing_key.asc' #optional
sudo add-apt-repository 'deb [arch=amd64,arm64,ppc64el] https://ftp.icm.edu.pl/pub/unix/database/mariadb/repo/10.3/ubuntu focal main' #optional
sudo apt update && sudo apt upgrade -y
sudo apt install mariadb-server -y
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
Enter current password for root (enter for none): (safely press Enter)
Switch to unix_socket authentication [Y/n] (Press "Y")
Change the root password? [Y/n] (Press "Y")
New password: ("Enter new Password")
Re-enter new password: ("Re-enter new Password")
Remove anonymous users? [Y/n] (Press "Y")
Disallow root login remotely? [Y/n] (Press "Y")
Remove test database and access to it? [Y/n] (Press "Y")
Reload privilege tables now? [Y/n] (Press "Y")
sudo apt install libmysqlclient-dev -y
You need to ensure to change the default character set of MySQL or MariaDB to Unicode instead of general. To do this you will need to edit the maria DB configuration file which is in this version located at /etc/mysql/mariadb.conf.d directory so you can directly edit this or locate the folder and then edit the file by typing the below command
sudo nano /etc/mysql/mariadb.conf.d/50-server.cnf
Once the file opens you need to locate the line where collation-server says general and you need to modify it to Unicode as below,
collation-server = utf8mb4_general_ci
Modify above as below
collation-server = utf8mb4_unicode_ci
Now press (Ctrl-S) then (Ctrl-X) to exit
And also locate my.cnf and edit the below configuration.
sudo nano /etc/mysql/my.cnf
Make sure your configuration has the below lines in the file
[mysqld]
character-set-client-handshake = FALSE
character-set-server = utf8mb4
collation-server = utf8mb4_unicode_ci
[mysql]
default-character-set = utf8mb4
Now press (Ctrl-S) then (Ctrl-X) to exit
Now you must ensure that the native password is configured, which will help the frappe framework automatically create the database when you create the site. For this, you will need to login to MySQL as root and then update the root user or the user that you want to use. I will be using root for my installation so use the below commands
mysql -u root -p # if this not work try sudo mysql -u root -p
USE mysql;
UPDATE user SET plugin='mysql_native_password' WHERE User='root';
FLUSH PRIVILEGES;
EXIT;
Now MySQL or MariaDB setup is now ready, let us now restart eh service. You can alternatively reboot as well.
sudo service mysql restart
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 install curl
curl -sL https://deb.nodesource.com/setup_14.x | sudo -E bash -
sudo apt install -y nodejs
Now it has been installed you can now check the version by typing the below command
node -v
Now we will install Yarn which is a software packaging system developed by Facebook for Node.js, this is open source, so we will install it using npm
sudo npm install -g yarn
Now our server is ready for the installation of the frappe environment, let us now dive into the frappe environment installation.
The bench is a Command-line tool to manage Frappe Deployments, this tool has various commands, the frappe uses the bench for the command-line tool as well as for the bench directory, so don’t confuse yourself. We will first install the bench package which will be used to set up a frappe environment, create a site, do backup, change the setup, and so on. In short, Bench provides a user-friendly interface to set up and manage multiple frappe-based applications and sites where erpnext is one of the applications.
Now let us install the bench
sudo -H pip3 install frappe-bench
It will install a bench and will give you a message that the bench is installed successfully, now you can use various bench commands. Starting with the command “bench”
Let us now create the frappe-bench environment. Here you have to decide the purpose for which you are installing ERPNext, it is just for test or training then you can use the latest version, which will be developing and may not be stable. However you can also use a stable version by choosing a specific version, You can search and learn which is the stable version today.
To choose a specific version you can use the branch version. I will be using branch version 13 in this installation. You can look for the latest stable release of the frappe environment.
bench init frappe-bench --verbose --frappe-branch version-13
Now frappe bench environment is installed using bench CLI.
Now you can use various bench commands by changing the directory. So you can need to change the directory
cd frappe-bench
Once you type "bench" you will see the various commands that bench cli has. Don’t worry, we will not be using all the commands, we just need to install EPRNext but have a quick look at these commands.
bench
make sure that your working directory is frappe-bench.
Now you need to get the app from the frappe repository, have two options, either clone the latest development package, which is not stable currently, or install the stable package. I have given both options for you to choose from.
To install the current package which is not stable you can use the below command
bench get-app erpnext https://github.com/frappe/erpnext
I will be installing ERPNext Version 13, for that, I will be using the below command
bench get-app --branch version-13 erpnext
From any of the options, it will clone the next application into the app’s directory of the frappe-bench directory. You don’t need to do anything with the directories. Just ensure that erpnext is available in the directory.
Now you have the application installed in your environment. The next step is to install the application on-site, but before that, we need to create a new site.
To create a site we will use the bench command as below
bench new-site erp.YOURDOMAIN.COM
Now site is deployed, by default frappe application will be installed at site. Don’t open the site yet, because we need to install ERPnext to the site.
If you have not created subdomain, then create a subdomain (preferred) erp.YOURDOMAIN.COM. Then Change DNS records as below:
Hostname Type Value TTL
erp.YOURDOMAIN.COM A ERPNext-Server-IP 1800
www.erp.YOURDOMAIN.COM A ERPNext-Server-IP 1800
Run the below command to install ERPNext to the site that you have recently created
bench --site erp.YOURDOMAIN.COM install-app erpnext
it will take a few moments to install the erpnext application on your site.
Now as we created a new site, we need to make sure this is our default site, so we have to tell bench to use this site as default by using the below command
bench use erp.YOURDOMAIN.COM
Now ERPNext is installed in your server and you are ready to configure it. But beofre configuring there are few more steps in case you want o use this for production.
ERPNext only supports NGINX, so you can't use apache2 on this server. You have to remove Apache2 from your server.
sudo apt-get remove --purge apache2 apache2-data apache2-utils apache2-bin apache2.2-common
You can do the following two tests to confirm apache has been removed:
Run
which apache2
This should return a blank line.
Run
sudo service apache2 start
This should return apache2: unrecognized service
We will use an automatic bench set up for production by using the below command.
sudo bench setup production USERNAME
In case the supervisor is not installed you can use the below command
sudo apt -y install supervisor
bench setup supervisor
sudo ln -s `pwd`/config/supervisor.conf /etc/supervisor/conf.d/frappe-bench.conf
bench setup nginx
sudo ln -s `pwd`/config/nginx.conf /etc/nginx/conf.d/frappe-bench.conf
Now you will get a message saying that erp.YOURDOMAIN.COM is on port 80
You can simply open erp.YOURDOMAIN.COM in your web browser and check it will work fine.
Now your site is ready, you must configure the SSL certificate, I have explained that in simple steps.
First, we will install spanny package as below
bench config dns_multitenant on
sudo pip3 install cryptography==37.0.4
sudo pip3 install certbot
sudo bench setup lets-encrypt erp.YOURDOMAIN.COM
THE END
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
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