UPEO Academy

ERPNext lessons, straight from the field

Short, practical reads on accounts, stock, HR and payroll, implementation, security and development, drawn from real ERPNext deployments.

Servers, Security & Governance4 min read

Cloud or On-Premise? Choosing Where ERPNext Runs

Compare cloud servers, an office machine and managed hosting for ERPNext on power, internet, skills, backups and cost before you commit.

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Servers, Security & Governance4 min read

Digital Governance is Not IT's Job - It is Everyone's

Digital governance decides who may do what with your systems and data. Here is why it belongs to owners, managers and every user, not only to IT.

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Servers, Security & Governance4 min read

Writing a Disaster Recovery Plan for Your ERPNext System

How to write a usable disaster recovery plan for ERPNext: recovery targets, scenarios, a rebuild runbook, contacts, and drills that prove it works.

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Servers, Security & Governance4 min read

Data Protection Basics for Businesses Running ERPNext

Practical data protection for ERPNext: know what personal data you hold, limit access, use private files and encrypted backups, and plan for a breach.

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Servers, Security & Governance4 min read

Segregation of Duties in ERPNext: A Practical Starting Point

Which duties should never sit with one person in ERPNext, how to map them to roles, and what small teams can do when they cannot split every task.

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Servers, Security & Governance4 min read

Phishing Awareness for ERPNext Users: What to Watch For

The phishing tricks that target ERP users, from fake login pages to bank detail change requests, and simple habits and settings that stop them.

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Servers, Security & Governance4 min read

ERPNext API Keys: How to Issue, Store and Revoke Them Safely

Treat ERPNext API keys like passwords: one integration user per system, least privilege, safe storage, logging, rotation and fast revocation.

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Servers, Security & Governance4 min read

Who Changed That? ERPNext Audit Trail and Version History

Find out who changed a record in ERPNext and when: version history, Track Changes, the Activity, Access and Permission Logs, and the Audit Trail tool.

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Servers, Security & Governance4 min read

Firewall Basics for an ERPNext Server with UFW and Fail2ban

Open only the ports ERPNext needs, keep MariaDB and Redis private, and slow down password guessing with UFW and fail2ban on an Ubuntu server.

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Servers, Security & Governance4 min read

SSH Hardening for Your ERPNext Server: A Safe Checklist

Lock down SSH on an Ubuntu ERPNext server with keys, no root or password logins, named accounts and a safe way to test changes without locking yourself out.

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Servers, Security & Governance4 min read

How to Run a Quarterly User Access Review in ERPNext

A practical quarterly access review for ERPNext: find leavers, shared and idle accounts, too many System Managers and roles that no longer fit the job.

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Servers, Security & Governance4 min read

ERPNext Password Policy and Login Lockout Settings Explained

Configure password strength, forced resets, session expiry and failed-login lockout in ERPNext System Settings, with the defaults and what each one means.

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