Self-hosting Opentra

Opentra runs on your own VM or server. You get the full database and complete control of your data.

Note

Opentra is in early access. The exact deploy artifacts are shared with cohort members — request access to get the current guide and image access. The steps below describe the shape of a deployment.

Requirements

• A Linux host (a small VM is plenty for ~10 techs / ~100 clients)
• Docker + Docker Compose
• A PostgreSQL database (bundled in the Compose file, or bring your own)
• A domain/subdomain for the app (e.g. psa.yourshop.io) with TLS

Deploy

# on your host
git clone <your-opentra-repo> opentra && cd opentra
cp .env.example .env      # fill in secrets + integration keys
docker compose up -d

A first run migrates the database and starts the web app plus the background worker:

$ docker compose up -d
› pulling opentra:stable
› db migrate ......... ok
› graph ingestion .... ok
› xero sync .......... ok
● running at https://psa.yourshop.io

Configuration

Core settings live in .env and in Settings → Integrations inside the app:

• Auth — Microsoft Entra ID (primary) and Google (secondary) sign-in.
• Email intake — connect Microsoft 365 so inbound mail becomes tickets.
• Accounting — connect Xero for invoicing.
• See Integrations for the full list.

Backups & upgrades

Because you host it, back up the PostgreSQL database on your normal schedule. Upgrades pull a new image and re-run migrations on docker compose up -d.

Managed deployment (we run it for you, with an SLA) is available on the Pro + Managed plan — see pricing.