Install ERPNext v.14 on Ubuntu 22.04 (Local machine)

Using VirtualBox

Pre-requisite

1. Ubuntu 22.04 Jammy Jellyfish Desktop CD images https://releases.ubuntu.com/22.04/
2. Oracle VM VirtualBox, please download and install it. https://www.virtualbox.org/wiki/Downloads
3. Local Network that can provide IP address to your virtual machine
4. Total installation time may last 45 minutes to 1-hour

Phase 1 Ubuntu Desktop

1. Goto Oracle VirtualBox menu, click “Machine” and “New”

2. Name a VM, Select Linux, Ubuntu (64-bit)

3. 2048MB of memory is enough for 1–2 users concurrently

4. Create new Virtual hard disk

5. Select VDI

6. Select “Dynamically Allocated” and 32GB. At the end of installation, the hard disk size is around 16.3 GB

7. Now, you have a newly created VM, select the VM and click “Settings”

8. Click ‘Network’, select that ‘Attached to’ to ‘Bridged Adapter’ and match the ‘Name’ with your network device, then open ‘Advanced’ expansion, Click refresh MAC Address one time and click OK

9. You need to prepare the ISO file, In this tutorial, I use Ubuntu 22.04-desktop-amd64.iso

ISO file

10. Back to VM Settings, Click ‘Storage’, Click CD icon on Controller IDE, Clicck CD icon again on the right-hand side.

11. Select “Choose a disk file”

12. Go to your ISO’s location and select it.

13. Now you are ready to install Ubuntu VM.

14. It is a good idea to prepare your non-root sudo user and pasword in your computer text editor.

15. Start your VM for the first time

16. Select “Install ubuntu”

17. Normally, we did not change keyboard layout, Click ‘continue’ at lower-right button.

18. Select ‘Minimal Installation’, no need to check other options since we will update os packages later.

19. Select ‘Erase disk and install ubuntu’ and continue.

20. When you see ‘Confirm dialog: write the changes to disks?’, click ‘Continue’.

21. Select our Timezone

22. Now, use the non-root username and password from 14. The important thing is username, ‘Your name’ field is for information only. Select ‘Log in automatically’ and Click ‘Continue’.

23. The system will continue installing your VM. When finish, you need to restart the system and remove VM’s CD drive ISO file. Normally, the VirtualBox will simulate the CD tray removing. Press ‘Enter’ key

24. When you reboot, the series of dialogs appear, You did not need to upgrade everything only upgrade the software in last step.

Click ‘Skip’

Click ‘Next’

Click ‘Next’

Click ‘Next’

Click ‘Don’t Upgrade’

Click ‘Install Now’

25. When everything finish, you will see the plain Ubuntu dialog. Now we will install SSH server for command-prompt remote access.

Click ‘Waffle’ icon on the lower-left corner

26. Type ‘Terminal’ in a search dialog

In a terminal’s command prompt enter the following command, you may need to input the non-root sudo user’s password. Answer ‘Yes’ or ‘Y’ if there is a prompt while you are installing.

sudo apt update

sudo apt install openssh-server

sudo apt-get install net-tools

Now, you can use command ‘ifconfig’ to query the ip address.

You can check the IP address of Ethernet device (start with ‘en’). In this example, IPv4 is at ‘enp0s3’ inet value — 192.168.31.166 .

Now, you can connect to this machine using SSH client program (Windows: Putty, Mac: Terminal).

For Mac, Launch ‘Terminal’ program

Run this command (Change IP address and username to match your settings)

ssh 192.168.31.166 -l amadeus

When you finish using SSH command, type ‘exit’ to close the ssh client program.

If you want to turn off the VM, use SSH to connect to server and type:

sudo shutdown -h now

Phase 2 ERPNext v.14 Stack

Now you have Ubuntu 22.04 system up and running

Preparation non-root sudo username: password:

Now

Phase 3 Using ERPNext VM

Follow these steps If you copy/move the VM from other machine

1. Copy the VM to your location

2. In Oracle VirtualBox, Click ‘Machine’, ‘Add’ and select your VirtualBox file.

3. Click ‘Settings’

4. Click ‘Network’, select that ‘Attached to’ to ‘Bridged Adapter’ and match the ‘Name’ with your network device, then open ‘Advanced’ expansion, Click refresh MAC Address one time and click OK

5. Start virtual machine

6. Click the network icon on upper-left corner

7. Click Wired Connected

8. Click Wired Settings

9. Click gear icon

10. You will see IP address, note it down it is your VM address

11. Click Cancel and close all dialog, now you can minimize the VM window

12. Open Web Browser type http://<your vm ip address> in an adress bat

13. Now you should see ERPNext instance in your browser

14. When you finish using VM, click the icon at the upper-right corner, then click ‘Power Off / Log Out’ and ‘Power Off…’ to turn off your VM

Phase 4 ERPNext initial setup

To setup ERPNext for the first time, you must prepare

• ERPNext administrator password (the password is in Phase 2: Setup ERPNext stack)
• your company Name, Logo, Bank and Operation period
• First user email (username) and password
• Normal user email and password (optional)

(to be edited)