Installation

Installing LedgerSMB 1.11

Submitted by ehu on

Installation from tarballs

This page contains the comprehensive version with the installation instructions for LedgerSMB 1.7 targetting a production installation from release tarballs and deals with these steps:

  • Installing the LedgerSMB Perl module dependencies
  • Configuring the PostgreSQL server
  • Configuring a webserver
  • Configuring LedgerSMB

If you already have all of the above, please proceed to the "Preparing for first use" guide.

Upgrade to LedgerSMB 1.10

Submitted by ehu on

Overview

Company database upgrades are supported all the way back from 1.4 directly to 1.10, using the 1.10 software. Company database upgrades from 1.3 and 1.2 are also supported, but due to the different nature of the upgrade process are called "migrations". The important difference being that when doing a migration, a copy of the data is being created in the 1.9 structure, while upgrades adjust the existing structure for 1.10.

Upgrade to LedgerSMB 1.9

Submitted by ehu on

Overview

Company database upgrades are supported all the way back from 1.4 directly to 1.9, using the 1.9 software. Company database upgrades from 1.3 and 1.2 are also supported, but due to the different nature of the upgrade process are called "migrations". The important difference being that when doing a migration, a copy of the data is being created in the 1.9 structure, while upgrades adjust the existing structure for 1.9.

Upgrading LedgerSMB 1.8.x to 1.8.y

Submitted by ehu on

There are two steps to upgrading a LedgerSMB 1.8.x installation to 1.8.y (x smaller than y):

  1. Upgrade the software
  2. Upgrade the company database

The second step has to be executed for each company database that's set up.

Upgrade the software

The steps to upgrade the software differ between Docker or tarball (from source) installations.

Upgrading Docker installations

In case the installation was created using the docker-compose infrastructure provided by the project, the upgrade should be as simple as running

Installing LedgerSMB 1.8

Submitted by ehu on

Installation from tarballs

This page contains the comprehensive version with the installation instructions for LedgerSMB 1.8 targetting a production installation from release tarballs and deals with these steps:

  • Installing the LedgerSMB Perl module dependencies
  • Configuring the PostgreSQL server
  • Configuring a webserver
  • Configuring LedgerSMB

If you already have all of the above, please proceed to the "Preparing for first use" guide.

Upgrade to LedgerSMB 1.8

Submitted by ehu on

Overview

Company database upgrades are supported all the way back from 1.4 directly to 1.8, using the 1.8 software. Company database upgrades from 1.3 and 1.2 are also supported, but due to the different nature of the upgrade process are called "migrations". The important difference being that when doing a migration, a copy of the data is being created in the 1.8 structure, while upgrades adjust the existing structure for 1.8.

I want to switch to LedgerSMB, but I have unpaid invoices. What to do?

Submitted by ehu on

The general approach is to migrate invoices first, creating them as they exist in the current accounting solution. Then, differences with the intended balance can be calculated and the remainder posted at-once. For more comprehensive explanation see How do I migrate my existing books to LedgerSMB?