How to Install Cerb Workflow Automation Tool on Ubuntu 18.04 | 16.04 with Apache2

This brief tutorial shows students and new users how to install Cerb Workflow Automation Tool on Ubuntu 18.04 | 16.04 with Apache2 HTTP server.

For the uninitiated, Cerb is a commercial open-source, web-based, teamwork and workflow automation tool that helps teams become more productive and efficient.

With Cerb, businesses can triage and distribute work across teams in different departments based on email, calls, orders, projects, tasks, reminders, calendar events, and more.

Whether you’re a small or large enterprise, Cerb can help your team communicate and collaborate. and these conversations will be available on the desktop, mobile devices and everywhere you have Cerb installed.

This Tool designed for ease of use to allow businesses to collaborate and automate engaging experiences with users across multiple devices, including mobile.

For more about Cerb, please check their Homepage

To get started with installing Cerb, follow the steps below:

Step 1: Install Apache2 HTTP Server

Cerb works a web server and Apache2 HTTP server is the most popular open source web server available today. To install and use Apache2 with Cerb, run the commands below:

sudo apt update
sudo apt install apache2

After installing Apache2, the commands below can be used to stop, start and enable Apache2 service to always start up with the server boots.

sudo systemctl stop apache2.service
sudo systemctl start apache2.service
sudo systemctl enable apache2.service

Now that Apache2 is installed. to test whether the web server is working, open your browser and browse to the URL below.

Apache2 Test Page

If you see the page above, then Apache2 is successfully installed.

Step 2: Install MariaDB Database Server

Cerb also requires a database server to store its content. If you’re looking for a truly open source database server, then MariaDB is a great place to start.

To install MariaDB run the commands below:

sudo apt-get install mariadb-server mariadb-client

After installing MariaDB, the commands below can be used to stop, start and enable MariaDB service to always start up when the server boots.

Run these on Ubuntu 16.04 LTS

sudo systemctl stop mysql.service
sudo systemctl start mysql.service
sudo systemctl enable mysql.service

Run these on Ubuntu 18.10 and 18.04 LTS

sudo systemctl stop mariadb.service
sudo systemctl start mariadb.service
sudo systemctl enable mariadb.service

Next, run the commands below to secure the database server with a root password if you were not prompted to do so during the installation.

sudo mysql_secure_installation

When prompted, answer the questions below by following the guide.

  • Enter current password for root (enter for none): Just press the Enter
  • Set root password? [Y/n]: Y
  • New password: Enter password
  • Re-enter new password: Repeat password
  • Remove anonymous users? [Y/n]: Y
  • Disallow root login remotely? [Y/n]: Y
  • Remove test database and access to it? [Y/n]:  Y
  • Reload privilege tables now? [Y/n]:  Y

Now that MariaDB is installed, to test whether the database server was successfully installed, run the commands below.

sudo mysql -u root -p

type the root password when prompted.

mariadb welcome

If you see a similar screen as shown above, then the server was successfully installed.

Step 3: Install PHP 7.2 and Related Modules

Cerb is a PHP based app and PHP is required. However, PHP 7.2 may not be available in Ubuntu default repositories. To run PHP 7.2 on Ubuntu 16.04 and previous, you may need to run the commands below:

sudo apt-get install software-properties-common
sudo add-apt-repository ppa:ondrej/php

Then update and upgrade to PHP 7.2

sudo apt update

Next, run the commands below to install PHP 7.2 and related modules.

sudo apt install php7.2 libapache2-mod-php7.2 php7.2-common php7.2-mailparse php7.2-mysql php7.2-gmp php7.2-curl php7.2-mbstring php7.2-imap php7.2-ldap php7.2-gd php7.2-xml php7.2-cli php7.2-zip php7.2-yaml php7.2-dev php-pear

After installing PHP 7.2, run the commands below to open PHP default configuration file for Apache2.

sudo nano /etc/php/7.2/apache2/php.ini

The lines below is a good settings for most PHP based CMS. Update the configuration file with these and save.

file_uploads = On
allow_url_fopen = On
short_open_tag = On
memory_limit = 256M
upload_max_filesize = 100M
max_execution_time = 360
date.timezone = America/Chicago

Everytime you make changes to PHP configuration file, you should also restart Apache2 web server. To do so, run the commands below:

sudo systemctl restart apache2.service

Now that PHP is installed, to test whether it’s functioning, create a test file called phpinfo.php in Apache2 default root directory. ( /var/www/html/)

sudo nano /var/www/html/phpinfo.php

Then type the content below and save the file.

<?php phpinfo( ); ?>

Next, open your browser and browse to the server’s hostname or IP address followed by phpinfo.php

/phpinfo.php

You should see PHP default test page.

PHP Test Page

Step 4: Create Cerb Database

Now that you’ve installed all the packages that are required for Cerb to function, continue below to start configuring the servers. First run the commands below to create a blank Cerb database.

To logon to MariaDB database server, run the commands below.

sudo mysql -u root -p

Then create a database called cerb

CREATE DATABASE cerb character set utf8;

Create a database user called cerbuser with a new password

CREATE USER 'cerbuser'@'localhost' IDENTIFIED BY 'new_password_here';

Then grant the user full access to the database.

GRANT ALL ON cerb.* TO 'cerbuser'@'localhost' WITH GRANT OPTION;

Finally, save your changes and exit.

FLUSH PRIVILEGES;
EXIT;

Step 5: Download Cerb Latest Release

To get Cerb latest release you may want to use Composer. Composer allows you to download and manage packages and their dependencies easily.

To install Composer on Ubuntu, run the commands below:

sudo apt install curl git
curl -sS  | sudo php -- --install-dir=/usr/local/bin --filename=composer

After installing Composer above, change Apache2 home directory and download Cerb packages into a new project folder called cerb.

cd /var/www/
sudo git clone  cerb

For Apache web server you can enable URL rewriting with the following commands.

sudo cp /var/www/cerb/.htaccess-dist /var/www/cerb/.htaccess

Since you just ran the web server as root, you should make sure any newly created files are owned by the www-data user and group. To do that run the commands below:

sudo chown -R www-data:www-data /var/www/cerb/
sudo chmod -R 755 /var/www/cerb/

Step 6: Configure Apache2 Virtual Host

Finally, configure Apahce2 virtual host configuration file for Cerb. This file will control how users access Cerb content. Run the commands below to create a new configuration file called cerb.conf

sudo nano /etc/apache2/sites-available/cerb.conf

Then copy and paste the content below into the file and save it. Replace the highlighted line with your own domain name and directory root location.

<VirtualHost *:80>
     ServerAdmin [email protected]
     DocumentRoot /var/www/cerb
     ServerName example.com
     ServerAlias www.example.com

     <Directory /var/www/cerb/>
          Options FollowSymlinks
          AllowOverride All
          Require all granted
     </Directory>

     ErrorLog ${APACHE_LOG_DIR}/error.log
     CustomLog ${APACHE_LOG_DIR}/access.log combined
</VirtualHost>

Save the file and exit.

Step 7: Enable the Cerb

After configuring the VirtualHost above, enable it by running the commands below

sudo a2ensite cerb.conf
sudo systemctl restart apache2.service

Then open your browser and browse to the server domain name or server IP address of the host. Setup wizard.

The first step of the installer checks if your server meets the requirements for installing Cerb. Correct any problems before proceeding, and then click the Continue button.

Cerb Ubuntu Install

Next, type in the database name, username and password created above and continue

Cerb Ubuntu Setup

After that, choose to setup a SMTP account or ignore and continue

Cerb Ubuntu Install

In this step you’ll create the administrator account that you use to log in. After a few seconds, your application should be installed and ready to use.

Cerb Ubuntu setup

That’s it! You’re ready to start using Cerb. Login and begin setting up your environment.

Cerb Ubuntu setup

If this is a production installation, you need to delete the /install directory since it is no longer necessary and it provides access to some sensitive information about your environment.

Conclusion:

This post shows you how to install Cerb Team and Workflow Automation tool on Ubuntu 18.04 | 16.04. If you find any error above, please use the comment form below to report it.

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