ERPNext installation can be a pain in the neck, especially if you are getting started. In this article, I will take a step-by-step approach to configure our newly installed ubuntu 20.04 OS to set up an environment and install ERPNext. We will not leave any stone un-turned here. Let’s get to work!

Prerequisites

Software Requirements

• Updated Ubuntu 20.04
• A user with sudo privileges
• Python 3.6+
• Node.js 12
• Redis 5
• MariaDB 10.3.x / Postgres 9.5.x
• yarn 1.12+
• pip 20+
• wkhtmltopdf (version 0.12.5 with patched qt)
• cron
• NGINX

Hardware Requirements

• 4GB RAM
• 40GB Hard Disk

In our first steps, we will make sure our system is up to date by running below commands:

$ sudo apt update
$ sudo apt -y upgrade

It is recommended to reboot your system whenever you do upgrade:

$ sudo reboot

Step 1: Install Python Tools & wkhtmltopdf

$ sudo apt -y install vim libffi-dev python3-pip python3-dev  python3-testresources libssl-dev wkhtmltopdf

Step 2: Install Curl, Redis and Node.js

$ sudo apt install curl

$ sudo curl --silent --location https://deb.nodesource.com/setup_14.x | sudo bash -

$ curl -sL https://dl.yarnpkg.com/debian/pubkey.gpg | gpg --dearmor | sudo tee /usr/share/keyrings/yarnkey.gpg >/dev/null
$ echo "deb [signed-by=/usr/share/keyrings/yarnkey.gpg] https://dl.yarnpkg.com/debian stable main" | sudo tee /etc/apt/sources.list.d/yarn.list
$ sudo apt-get update && sudo apt-get install yarn
$ sudo apt -y install gcc g++ make nodejs redis-server

Step 3: Install Nginx web server and MariaDB Database server

$ sudo apt -y install nginx

$ sudo apt install mariadb-server

Change authentication plugin.

$ sudo mysql -u root
USE mysql;
UPDATE user SET plugin='mysql_native_password' WHERE User='root';
UPDATE user SET authentication_string=password('your_password') WHERE user='root';
FLUSH PRIVILEGES;
EXIT;

Ensure you have the following settings for mysqld and mysql client as provided. I have put a file on a public github repo, so you can copy and replace the whole file. 

$ sudo nano /etc/mysql/mariadb.conf.d/50-server.cnf

$ sudo systemctl restart mariadb

Step 4: Install Bench and ERPNext

A bench is a tool used to install and manage ERPNext on your Ubuntu system. We will create a user that will run the ERPNext system, then configure the system.

$ sudo useradd -m -s /bin/bash erpnext
$ sudo passwd erpnext
$ sudo usermod -aG sudo erpnext

Now it is time to update your PATH.

$ sudo su - erpnext
$ tee -a ~/.bashrc<<EOF
PATH=\$PATH:~/.local/bin/
EOF
$ source ~/.bashrc

Next, you need to create a directory for ERPNext setup and give erpnext user read and write permissions to the directory:

$ sudo mkdir /home/bench
$ sudo chown -R erpnext /home/bench

Next switch to erpnext user and install the application:

$ sudo su - erpnext
$ cd /home/bench

Install frappe bench and git

$ sudo apt install git

$ sudo pip3 install frappe-bench

The next step is to initialize the bench directory with frappe framework installed. Make sure you are still inside the /opt/bench directory:

$ bench init erpnext --frappe-branch version-13

Create a new Frappe site.

$ cd erpnext

$ bench new-site erp.codewithkarani.com

Step 5: Get ERPNext application from GitHub

Download the ERPNext application from frappe Github repo. We will get version 13. You can get whichever version you like.

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

Step 6: Install ERPNext App on our Site

$ bench --site erp.codewithkarani.com install-app erpnext

Step 7: Start ERPNext and finish Installation

$ bench start

Navigate to the IP address of your installation and the port number shown on the terminal after running. In the case of a local instance, use 127.0.0.1:8000

In this ERPNext / Frappe Framework tutorial, I will show you how you can automate actions with Hooks by executing controller methods. Here, we will use hooks to trigger changes in other DocTypes when we save the document we are working on. On saving the document, we want to open a record on another document and save it as well.

Watch on YouTube

How can I install MariaDB 10.5 on Ubuntu 20.04 (Focal Fossa) server?. MariaDB is a popular drop-in replacement of MySQL database server with more features, new storage engines, and better performance. You can check a complete list of MariaDB 10.5 features from the official website. The MariaDB database server is published as free and open source software under the General Public License version 2.

To install MariaDB 10.5 on Ubuntu 20.04, you need to add MariaDB repository on to the system. Then the installation of MariaDB 10.5 on Ubuntu 20.04 will be done from the APT repository added without any issues.

Step 1: Update System

Ensure your system is updated and install software-properties-common package.

sudo apt update && sudo apt upgrade
sudo apt -y install software-properties-common

Step 2: Import MariaDB gpg key:

Run the command below to add Repository Key to the system:

sudo apt-key adv --fetch-keys 'https://mariadb.org/mariadb_release_signing_key.asc'

Step 3: Add MariaDB APT repository

After importation of repository GPG key, add the APT repository by running the following command:

sudo add-apt-repository 'deb [arch=amd64] http://mariadb.mirror.globo.tech/repo/10.5/ubuntu focal main'

Step 4: Install MariaDB Server on 20.04 Linux

The last step is the installation of MariaDB Server:

sudo apt update
sudo apt install mariadb-server mariadb-client

Hit the y key to accept installation of MariaDB 10.5 on Ubuntu 20.04 Linux.

The following additional packages will be installed:
  galera-4 libcgi-fast-perl libcgi-pm-perl libdbd-mariadb-perl libdbi-perl libencode-locale-perl libfcgi-perl libhtml-parser-perl libhtml-tagset-perl
  libhtml-template-perl libhttp-date-perl libhttp-message-perl libio-html-perl liblwp-mediatypes-perl libmariadb3 libmysqlclient21
  libterm-readkey-perl libtimedate-perl liburi-perl mariadb-client-10.5 mariadb-client-core-10.5 mariadb-common mariadb-server-10.5
  mariadb-server-core-10.5 mysql-common socat
Suggested packages:
  libclone-perl libmldbm-perl libnet-daemon-perl libsql-statement-perl libdata-dump-perl libipc-sharedcache-perl libwww-perl mailx mariadb-test
  tinyca
The following NEW packages will be installed:
  galera-4 libcgi-fast-perl libcgi-pm-perl libdbd-mariadb-perl libdbi-perl libencode-locale-perl libfcgi-perl libhtml-parser-perl libhtml-tagset-perl
  libhtml-template-perl libhttp-date-perl libhttp-message-perl libio-html-perl liblwp-mediatypes-perl libmariadb3 libmysqlclient21
  libterm-readkey-perl libtimedate-perl liburi-perl mariadb-client mariadb-client-10.5 mariadb-client-core-10.5 mariadb-common mariadb-server
  mariadb-server-10.5 mariadb-server-core-10.5 mysql-common socat
0 upgraded, 28 newly installed, 0 to remove and 0 not upgraded.
Need to get 29.5 MB of archives.
After this operation, 229 MB of additional disk space will be used.
Do you want to continue? [Y/n] y

Step 5: Secure MariaDB Server on 20.04 Linux

You have to manually run the MySQL hardening script.

$ sudo mysql_secure_installation 

NOTE: RUNNING ALL PARTS OF THIS SCRIPT IS RECOMMENDED FOR ALL MariaDB
      SERVERS IN PRODUCTION USE!  PLEASE READ EACH STEP CAREFULLY!

In order to log into MariaDB to secure it, we'll need the current
password for the root user. If you've just installed MariaDB, and
haven't set the root password yet, you should just press enter here.

Enter current password for root (enter for none): 
OK, successfully used password, moving on...

Setting the root password or using the unix_socket ensures that nobody
can log into the MariaDB root user without the proper authorisation.

You already have your root account protected, so you can safely answer 'n'.

Switch to unix_socket authentication [Y/n] y
Enabled successfully!
Reloading privilege tables..
 ... Success!


You already have your root account protected, so you can safely answer 'n'.

Change the root password? [Y/n] y
New password: 
Re-enter new password: 
Password updated successfully!
Reloading privilege tables..
 ... Success!


By default, a MariaDB installation has an anonymous user, allowing anyone
to log into MariaDB without having to have a user account created for
them.  This is intended only for testing, and to make the installation
go a bit smoother.  You should remove them before moving into a
production environment.

Remove anonymous users? [Y/n] y
 ... Success!

Normally, root should only be allowed to connect from 'localhost'.  This
ensures that someone cannot guess at the root password from the network.

Disallow root login remotely? [Y/n] y
 ... Success!

By default, MariaDB comes with a database named 'test' that anyone can
access.  This is also intended only for testing, and should be removed
before moving into a production environment.

Remove test database and access to it? [Y/n] y
 - Dropping test database...
 ... Success!
 - Removing privileges on test database...
 ... Success!

Reloading the privilege tables will ensure that all changes made so far
will take effect immediately.

Reload privilege tables now? [Y/n] y
 ... Success!

Cleaning up...

All done!  If you've completed all of the above steps, your MariaDB
installation should now be secure.

Thanks for using MariaDB!

The database service should be started automatically after installation.

$  systemctl status mysql
● mariadb.service - MariaDB 10.5.2 database server
     Loaded: loaded (/lib/systemd/system/mariadb.service; enabled; vendor preset: enabled)
    Drop-In: /etc/systemd/system/mariadb.service.d
             └─migrated-from-my.cnf-settings.conf
     Active: active (running) since Sat 2020-04-25 23:57:39 UTC; 2min 8s ago
       Docs: man:mysqld(8)
             https://mariadb.com/kb/en/library/systemd/
   Main PID: 4309 (mysqld)
     Status: "Taking your SQL requests now..."
      Tasks: 11 (limit: 2344)
     Memory: 82.5M
     CGroup: /system.slice/mariadb.service
             └─4309 /usr/sbin/mysqld

Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: mysql
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: performance_schema
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: Phase 6/7: Checking and upgrading tables
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: Processing databases
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: information_schema
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: performance_schema
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: Phase 7/7: Running 'FLUSH PRIVILEGES'
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[4332]: OK
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[5138]: Checking for insecure root accounts.
Apr 25 23:57:44 ubuntu20 /etc/mysql/debian-start[5142]: Triggering myisam-recover for all MyISAM tables and aria-recover for all Aria tables

Test login to MariaDB shell using mysql command:

$ mysql -u root -p
Enter password: 
Welcome to the MariaDB monitor.  Commands end with ; or \g.
Your MariaDB connection id is 56
Server version: 10.5.2-MariaDB-1:10.5.2+maria~focal-log mariadb.org binary distribution

Copyright (c) 2000, 2018, Oracle, MariaDB Corporation Ab and others.

Type 'help;' or '\h' for help. Type '\c' to clear the current input statement.

MariaDB [(none)]> 

Check version using the command:

MariaDB [(none)]> SELECT VERSION();
+-----------------------------------------+
| VERSION() |
+-----------------------------------------+
| 10.5.2-MariaDB-1:10.5.2+maria~focal-log |
+-----------------------------------------+
1 row in set (0.000 sec)
MariaDB [(none)]>