October 21, 2024

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ERP

Step-by-Step Guide to Setting Up ERPNext 15 on a Server

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Mradul Mishra
CTO Techsolvo
Table of Contents

How to Set Up ERPNext 15 on Your Server

If you're looking for a comprehensive ERP solution for your business, ERPNext is one of the best choices. With its extensive features for financials, inventory management, HR, and more, ERPNext can help streamline your operations. In this guide, we will walk you through the steps to set up ERPNext 15 on your server. At Techsolvo, we have experience helping businesses implement ERPNext, and we're happy to assist you with your setup if you need expert help!

Prerequisites

  • A fresh installation of Ubuntu (20.04 or higher is recommended)
  • Root or sudo access to your server
  • Basic knowledge of Linux commands

Let’s dive in!

1. Update and Upgrade Your System

First, update and upgrade your server packages.

sudo apt-get update -y sudo apt-get upgrade -y

2. Create a New User for Frappe Bench

It’s not advisable to use the root user daily, so create a new user to handle the Frappe Bench processes.

sudo adduser frappe usermod -aG sudo frappe su frappe cd /home/frappe

3. Install Required Packages

Install the necessary packages like GIT, Python, MariaDB, Redis, and more.

Install Git

sudo apt-get install git

Install Python

ERPNext requires Python 3.10+. Install it and other related Python packages.

sudo apt-get install python3-dev python3.10-dev python3-setuptools python3-pip python3-distutils

Install Python Virtual Environment

sudo apt-get install python3.10-venv 

Install MariaDB

ERPNext runs on MariaDB, so you’ll need to install and configure it.

sudo apt install mariadb-server mariadb-client 

Install Redis Server

sudo apt-get install redis-server 

Install Other Packages

These packages are required for additional functionality in ERPNext, such as generating PDFs.

sudo apt-get install xvfb libfontconfig wkhtmltopdf libmysqlclient-dev 

4. Configure MySQL Server

After installing MariaDB, configure it by running:

sudo mysql_secure_installation 

Make sure to set a root password and choose secure options. Then, edit the MySQL config file:

sudo nano /etc/mysql/my.cnf 

Add the following block:

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

Restart the MySQL service:

sudo service mysql restart 

5. Install Node.js, NPM, and Yarn

ERPNext also requires Node.js. Use the following commands to install Node.js, NPM, and Yarn:

Install Node.js via NVM

curl https://raw.githubusercontent.com/creationix/nvm/master/install.sh | bash source ~/.profile nvm install 18 

Install NPM

sudo apt-get install npm 

Install Yarn

sudo npm install -g yarn 

6. Install Frappe Bench

Frappe Bench is the CLI tool to manage Frappe/ERPNext installations.

sudo pip3 install frappe-bench 

7. Initialize Frappe Bench

Create the Frappe environment:

bench init --frappe-branch version-15 frappe-bench cd frappe-bench 

8. Create a New ERPNext Site

A site is required to run ERPNext. Use this command to create a new one:

bench new-site [site-name] 

9. Install ERPNext and Other Apps

Download ERPNext

bench get-app --branch version-15 erpnext 

Install ERPNext on the Site

bench --site [site-name] install-app erpnext 

You can install other apps like Payments, HRMS, etc., following the same pattern.

10. Start ERPNext

Run the following command to start ERPNext in development mode:

bench start 

Visit [YOUR SERVER IP:8000] to access the ERPNext instance.

11. Setting ERPNext for Production

Once everything is tested in development, you’ll want to switch to production mode.

Enable Scheduler

bench --site [site-name] enable-scheduler 

Disable Maintenance Mode

bench --site [site-name] set-maintenance-mode off 

Setup Production Configuration

sudo bench setup production frappe 

Setup NGINX

bench setup nginx sudo supervisorctl restart all 

And that’s it! You now have ERPNext 15 running on your server. If you're planning to implement ERPNext for your business and need assistance, Techsolvo is here to help. We specialize in ERP solutions tailored to meet the needs of companies of all sizes. Reach out to us at Techsolvo Contact Page or follow us on our social media channels for more updates.

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