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Set up a Linux build environment

As an open source product, we encourage users to edit our code and submit patches to it. This article explains how to set up a local environment on Linux so you can build your own copy of Portainer and test your changes.

{% hint style="info" %} We tested these instructions on Ubuntu 18.04.2 LTS. For instructions that relate to other systems, see the linked documentation below. {% endhint %}

Dependencies

  • Docker CE is the Docker application that runs on your machine to enable the use of Docker features. The latest version is not a requirement for this development stack, however we recommend staying up to date with the latest improvements and security fixes.
  • Yarn is a package manager for installing new software packages on your system, and is used to run the Portainer development environment.
  • Node.JS is a JavaScript package used when building applications that leverage networking, such as Portainer. Version 18 or later is required.
  • Golang is the open source language that we use to build the majority of Portainer software. Version 1.18 of Golang is required.
  • Wget is a package used to retrieve files using common internet protocols such as HTTP and FTP.

Part 1: Installing Docker

{% hint style="info" %} The following instructions were run on Ubuntu, for up-to-date instructions on this and other Linux distributions read the official Docker CE documentation. {% endhint %}

{% hint style="info" %} You must configure the Docker repository before you install Docker. {% endhint %}

Step 1: Configure the Docker repository

First, update your system's packages using this command:

sudo apt-get update

Next, install the required packages to use repos over HTTPS:

sudo apt-get install \
    apt-transport-https \
    ca-certificates \
    curl \
    gnupg-agent \
    software-properties-common

Now install the official GPG key for Docker:

curl -fsSL https://download.docker.com/linux/ubuntu/gpg | sudo apt-key add -

Use this fingerprint to confirm that you have the correct key:

9DC8 5822 9FC7 DD38 854A E2D8 8D81 803C 0EBF CD88

sudo apt-key fingerprint 0EBFCD88

The correct output should be:

pub   rsa4096 2017-02-22 [SCEA]
      9DC8 5822 9FC7 DD38 854A  E2D8 8D81 803C 0EBF CD88
uid           [ unknown] Docker Release (CE deb) <docker@docker.com>
sub   rsa4096 2017-02-22 [S]

And finally, use the following command to set up the stable repository:

sudo add-apt-repository \
   "deb [arch=amd64] https://download.docker.com/linux/ubuntu \
   $(lsb_release -cs) \
   stable"

Step 2: Install Docker

{% hint style="info" %} We always recommend installing software using the most up-to-date instructions from the official vendor. This step is based on Docker's own installation instructions for Docker on Linux. {% endhint %}

First, update your system's packages using this command:

sudo apt-get update

Next, install Docker and its associated packages:

sudo apt-get install docker-ce docker-ce-cli containerd.io

Finally, verify that Docker was correctly installed and is running on your system. This command should download a test image that you can run in a container, print an informational message for then exit out of.

sudo docker run hello-world

Part 2: Installing Yarn

{% hint style="info" %} If you are running a different Linux distribution than Ubuntu, read Yarn's own installation instructions for Yarn on Linux. {% endhint %}

{% hint style="info" %} If you have issues installing or using Yarn, read their official documentation. {% endhint %}

Run this command in the terminal to configure the Yarn repository on your system:

curl -sS https://dl.yarnpkg.com/debian/pubkey.gpg | sudo apt-key add -
echo "deb https://dl.yarnpkg.com/debian/ stable main" | sudo tee /etc/apt/sources.list.d/yarn.list

Update your system's packages and install Yarn using this command:

sudo apt-get update && sudo apt-get install yarn

Finally, run this command in the terminal to confirm that the Yarn installation was a success:

yarn --version

The current version of Yarn should print out in your terminal, indicating that that it installed successfully and is running on your system.

Part 3: Installing or updating Node.JS

{% hint style="info" %} This procedure makes use of NVM to install Node.JS (Node.JS version 12 or later is required). NVM allows multiple different versions of Node.JS to be installed on a system and provides an easy way to switch between them. {% endhint %}

{% hint style="info" %} If you have issues installing or updating Node.JS, read NVM's documentation. {% endhint %}

First, install or update to the latest version of Node.JS by running this command in the terminal:

nvm install node

Finally, check if Node is installed on your system:

node --version

The latest version of Node.JS should now print out.

Part 4: Installing Golang using a Linux tar file

{% hint style="info" %} Go version 1.17 must be installed. If you're upgrading from an older version, you must remove the existing version first before installing version 1.17. For the most up-to-date installation instructions, read Go's own documentation. {% endhint %}

{% hint style="info" %} If you have issues installing or using Go, read the Getting help section in their official documentation. {% endhint %}

First, download the appropriate version of Go for your system. Navigate to where it was downloaded then extract it to the /usr/local directory using this command:

sudo tar -C /usr/local -xzf go1.17.6.linux-amd64.tar.gz

Next, add /usr/local/go/bin to the PATH environment variable inside your shell profile. Here's an example using bash:

echo "export PATH=$PATH:$HOME/go/bin:/usr/local/go/bin" >> ~/.bashrc

{% hint style="info" %} You may need to log out and log back in for this to take effect. {% endhint %}

And finally, follow the Test your installation section in Golang's official documentation to ensure that Go installed correctly.

Part 5: Installing Wget

{% hint style="info" %} If you have issues installing or using Wget, read their documentation. {% endhint %}

To install Wget on Linux, simply run the apt-get install wget command in the terminal.