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Installing ePT

Installing on Ubuntu 22.04 or above (only Ubuntu LTS)

Important: This installation works exclusively on Ubuntu 22.04 or later LTS versions. Ubuntu 24.04 LTS is recommended.

Installation Steps

Open your terminal and execute these commands sequentially:

cd ~;

sudo wget -O ept-setup.sh https://raw.githubusercontent.com/deforay/ept/master/bin/setup.sh

sudo chmod +x ept-setup.sh;

sudo ./ept-setup.sh;

sudo rm ept-setup.sh;

exit

Critical: When prompted during installation, provide the MySQL password and domain name with accuracy.

SSL (optional): If the server has a public IP and you enter a real domain name (e.g., ept.example.org), the setup script will offer to install a free SSL certificate via Let's Encrypt (Certbot). This is optional and defaults to no.

If you have a database SQL file to import, you can pass it as a local path or URL:

# Local file (supports .sql, .gz, .zip)
sudo ./ept-setup.sh --db /path/to/ept-base.sql.gz

# URL (supports .sql, .gz, .zip)
sudo ./ept-setup.sh --db https://example.com/ept-base.sql.gz

Post-Installation

  • Following successful setup completion, access ePT through http://ept/admin (or https://yourdomain/admin if SSL was configured) in your browser
  • If no SQL file was provided, the setup will prompt you to create an initial admin account
  • Change the default admin password immediately after first login
  • Configure your organization settings, add participants, create PT surveys, and set up shipments

Updating

To update an existing ePT installation:

sudo ept-update

Or specify a path: sudo ept-update -p /var/www/ept

To update all ePT instances: sudo ept-update -A

Installing with Docker

Docker provides the simplest way to get ePT running with a single command. No need to manually install PHP, Apache, MySQL, or Node.js.

Prerequisites

Quick Start

git clone https://github.com/deforay/ept.git
cd ept
docker compose up --build -d

Once the containers are running, create the initial admin account:

docker compose exec ept php bin/seed-admin.php

Then access ePT at http://localhost/admin.

To run on a custom port (e.g. 3456):

APP_PORT=3456 docker compose up --build -d

Then access ePT at http://localhost:3456/admin.

Configuration

Copy the example environment file and adjust as needed:

cp .env.example .env

Available environment variables:

Variable Default Description
DB_HOST ept-db MySQL hostname (use the service name)
DB_USER root MySQL user
DB_PASSWORD ept_secret MySQL password
DB_NAME ept Database name
APP_PORT 80 Host port to expose the application on
APP_DOMAIN http://localhost/ Application URL
APP_HOSTNAME localhost Domain name (used by nginx for SSL)

Change the default password

Update DB_PASSWORD and MYSQL_ROOT_PASSWORD in docker-compose.yml before deploying to production.

What's Included

The Docker setup runs everything in two containers:

  • ept — PHP 8.2, Apache, Node.js (for chart rendering), Composer dependencies, and a cron job for the task scheduler
  • ept-db — MySQL 8.0, seeded from sql/init.sql

On first startup, the entrypoint script automatically:

  1. Generates application.ini, config.ini, and .env from the dist templates
  2. Injects database credentials and domain from environment variables
  3. Waits for MySQL to be ready
  4. Runs database migrations
  5. Starts the cron scheduler

Persistent Data

The following data is stored in Docker volumes and survives container restarts:

  • mysql_data — database files
  • uploads — uploaded files
  • logs — application logs
  • backups — database backups
  • downloads — generated downloads

Common Commands

# Start in background
docker compose up --build -d

# View logs
docker compose logs -f ept

# Stop containers
docker compose down

# Stop and remove all data (including database)
docker compose down -v

# Run migrations manually
docker compose exec ept composer post-update

# Seed initial admin account (first-time setup)
docker compose exec ept php bin/seed-admin.php

# Access MySQL shell
docker compose exec ept-db mysql -u root -p ept

# Access app shell
docker compose exec ept bash

Updating (Docker)

To update ePT to the latest version:

git pull && docker compose up --build -d

The entrypoint script automatically runs composer post-update (migrations, collation fixes, etc.) on every container start.

Importing an Existing Database

To import an existing SQL file instead of the bundled init.sql:

# Stop containers and remove old data
docker compose down -v

# Replace the init file
cp /path/to/your-database.sql sql/init.sql

# Rebuild and start
docker compose up --build -d

SSL with Let's Encrypt (Docker)

For production servers with a public IP and domain name, you can enable HTTPS with automatic Let's Encrypt certificates.

Prerequisites:

  • A domain name (e.g. ept.example.org) pointed at your server's public IP
  • Ports 80 and 443 open on the firewall

First-time setup:

# Initialize certificates (run once)
sudo ./docker/init-letsencrypt.sh ept.example.org admin@example.org

# Start with SSL enabled
APP_HOSTNAME=ept.example.org APP_DOMAIN=https://ept.example.org/ docker compose --profile ssl up -d

How it works:

The --profile ssl flag adds two extra containers:

  • nginx — Reverse proxy that terminates SSL on ports 80/443 and forwards to the app
  • certbot — Handles Let's Encrypt certificate issuance and renewal

Certificate renewal:

Certificates are valid for 90 days. To renew:

docker compose --profile ssl run --rm certbot renew
docker compose --profile ssl exec nginx nginx -s reload

Dev mode

Without --profile ssl, the app runs on HTTP only (on APP_PORT, default 80) — no nginx or certbot containers are started. This is the recommended setup for local development.

Installing on Windows

0. Download

1. Install WAMP Server

  • Ensure Windows system is fully updated
  • Install VC Packages (all packages for 64-bit; only 32-bit packages for 32-bit systems)
  • Reboot the machine
  • Launch WampServer and verify the icon displays green

2. Configure PHP

  • Download cacert.pem from https://curl.se/docs/caextract.html and place in C:\wamp64\
  • Switch PHP version to 8.4: WampServer icon > PHP > version > 8.4.x
  • Open php.ini via WampServer icon > PHP > php.ini and modify:
  • memory_limit = 2G (or higher if available)
  • post_max_size = 500M
  • upload_max_filesize = 500M
  • max_execution_time = 1200
  • error_reporting = E_ALL & ~E_NOTICE & ~E_STRICT & ~E_DEPRECATED & ~E_WARNING
  • ;openssl.cafile= to openssl.cafile='C:\wamp64\cacert.pem'
  • ;curl.cainfo = to curl.cainfo ='C:\wamp64\cacert.pem'
  • Repeat these edits in C:\wamp64\bin\php\php8.4.x\php.ini

3. Configure MySQL

Open WampServer icon > MySQL > my.ini and:

  • Search for sql_mode and comment it out with ; at line start
  • Add these lines under [mysqld]: 
    sql_mode =
innodb_strict_mode = 0

Set MySQL root password:

  • WampServer icon > MySQL > MySQL Console
  • Username: root, Password: (blank - press Enter)
  • Execute: 
    ALTER USER 'root'@'localhost' IDENTIFIED WITH mysql_native_password BY 'YOUR_PASSWORD';
FLUSH PRIVILEGES;
exit;

Restart all WampServer services. Then download and install Composer.

4. Set Up ePT

Download and extract:

  • Download ePT from https://github.com/deforay/ept/releases (or clone the repo)
  • Extract and place in C:\wamp64\www\ept

Install dependencies:

Open a terminal and run:

cd C:\wamp64\www\ept
set PATH=C:\wamp64\bin\php\php8.4.x;%PATH%
composer install --no-dev
composer dump-autoload -o

Database setup:

  • Access phpMyAdmin at http://localhost/phpmyadmin
  • Click SQL tab and execute: 
    CREATE DATABASE `ept` CHARACTER SET utf8mb4 COLLATE utf8mb4_0900_ai_ci;
  • Import the base SQL file from the releases page into the ept database

Configuration:

  • Rename application/configs/application.dist.ini to application/configs/application.ini
  • Rename application/configs/config.dist.ini to application/configs/config.ini
  • Edit application.ini with:
  • Domain: domain = http://ept/
  • Database credentials (resources.db.params.*)
  • Email SMTP settings
  • Security salt (set to a random string)
  • Edit config.ini with your organization name and evaluation settings

Virtual host setup:

  • Open C:\Windows\System32\drivers\etc\hosts as administrator and add: 
    127.0.0.1 ept
  • Edit C:\wamp64\bin\apache\apache2.x.x\conf\extra\httpd-vhosts.conf and add: 
    <VirtualHost *:80>
    ServerName ept
    DocumentRoot "C:/wamp64/www/ept/public"
    <Directory "C:/wamp64/www/ept/public/">
        AddDefaultCharset UTF-8
        Options -Indexes +FollowSymLinks +MultiViews
        AllowOverride All
        Require local
    </Directory>
</VirtualHost>
  • Restart all WampServer services

Run migrations:

cd C:\wamp64\www\ept
set PATH=C:\wamp64\bin\php\php8.4.x;%PATH%
php bin\migrate.php -yq

5. Task Scheduler (Windows)

  • Open Task Scheduler and create a new task named "ePT Task"
  • Select "Run whether user is logged on or not"
  • Under Triggers tab: Create new trigger
  • Select Daily
  • Check "Repeat task every" and set to 1 minute indefinitely
  • Under Actions tab: Create new action
  • Program: C:\wamp64\bin\php\php8.4.x\php.exe
  • Arguments: C:\wamp64\www\ept\vendor\bin\crunz schedule:run
  • Enter Windows user password when prompted

Post-Installation (Windows)

  • Access ePT at http://ept/admin
  • Log in with the admin credentials from the SQL import
  • Change the default admin password immediately

Support