Getting started checklist

Ordered runbook from purchase to production—DNS, install, first admin, SMTP, SSO, backups, and day-2 operations.

This article applies to: Pro Self-Hosted

Getting started checklist

Follow these steps in order after you purchase Self-Hosted Pro. Each step links to deeper docs where needed.


Before you run the installer

  1. Confirm system requirements — Docker 24+, Compose 2.20+, CPU/RAM/disk for your plan (Starter/Advanced vs Enterprise).
  2. Read How it works — Billing → domain assignment → email with your personalized install.sh command.
  3. Air-gapped or no outbound internet? — Use Air-gapped / offline instead of running curl | sh on the target host; transfer images and compose files by your approved channel.

Install and first login

(Online install path—if disconnected, follow Air-gapped / offline first, then pick up at boot code / first admin below.)

  1. Assign your domain — In Billing, set the hostname where the app will run (one domain per license).
  2. DNS — Point that hostname to your server’s IP before or as you run install (TLS is set up automatically).
  3. Run your install command — From the email only (never reuse a copied command). It pulls docker-compose.yml and .env with fresh keys and starts the stack.
  4. Start if needed — From the install directory: docker compose up -d — see Operations for stop/restart.
  5. Get the boot code — First admin signup needs a boot code: docker compose logs pwpush-pro
  6. Create the first admin — Open https://your-hostname, complete first-user setup with the boot code.

Make it usable for your team

  1. Configure SMTPAdmin → Settings → Email so registration, password reset, and notifications work. See Configuration — Email & SMTP.
  2. Add SSO (optional)Admin → Settings → Auth when you’re ready for IdP login. If locked out: disable Require SSO.

Protect your deployment

  1. Back up the database — SQLite (Starter/Advanced) or PostgreSQL (Enterprise): Backups.
  2. Back up .env — Same priority as the database; without install-time secrets you cannot decrypt data on restore. Encryption keys & .env.

Day-2 operations

  1. Updatesdocker compose pull then docker compose up -d. Update the application.
  2. Logs / consoledocker compose logs pwpush-pro, shell, Rails console — Operations has commands.

If you’re migrating from OSS

Use Migrate from OSS to Pro instead of this greenfield order (export OSS → install Pro → import).


Topic Doc
Disconnected install Air-gapped / offline
Plans & features Overview
Install email & provisioning How it works
Admin settings Configuration
Run / upgrade / logs Operations
Database & .env backups Backups