Getting started with OpenERP

Part – 1

(a)

Introduction Course & Basic Settings

Agenda

• Company, product, community

• Install and Create New Database

– The Architecture of OpenERP

– The Installation of OpenERP

• Independent Installation on Windows

• Installation on Linux (Ubuntu)

• Installing New Functionality

– Updating the Modules list

– The Configuration / Reconfigure Wizard

– Installing an Application / Module from the Modules list

– Installing a Module with its Dependencies

Copyright© 2009 Centrivision®. All rights reserved. 2

• Basic System Administration

– Preferences Toolbar

– Installing a New Language

– Requests as a Mechanism for Internal Communication

– Configuring Users

• Main Concepts

– Partners & Contacts

• Search for a Partner

• Partner Form

• Possible Partner Actions

• Managing Partners

• Partner Categories

– Products


Agenda - Continued

Company

Product

Community

Introduction

• IT systems more than just tools for handling repetitive

tasks but also it is used to advance all company daily

activities.

If you asked any customer/ decision maker about their

needs the standard response is that:

“we need something reliable, responsive and integrated

around the all operating processes inside the company”

or?

“we need to increase the efficiency of the sales persons,

accountants..”


Magical solution

• Usually decision makers see that ERP will

be the magic solution to all their problems..

• Most times, there is a real problem in the

internal process followed inside the

company , so to make a successful ERP

implementation, the internal process must

be revisited

• OpenERP gives us best practices that we

could be guided by to enhance our internal

process


ERP Implementation fail?

Goal : Use technology to increase efficiency

Software: SAP R/3 , integrator: Pinnacle

Consulting: Anderson consulting


5 Billion $ Value in market

40 Million $

ERP implementation is

Expensive!

• ERP Implementers take few hundreds of thousands of

dollars to give the company standard implementation

licenses then take another few hundreds of thousands to

make customizations to make it tailored to your internal

process inside the company

• This might be suitable for large firms but too much costy

for small and medium companies


So …

• We want to have similar product that companies could

cut cost and in the same time provide similar features

• Open source software makes it possible to greatly

reduce development costs by the aggressive reuse of

open source software libraries

• Community provides continuous fixes


• OpenERP is an impressive open source comprehensive

software system

• Being easy to use and yet providing great benefits in

helping you manage your company.

• Offers unmatched functionality.


• Open Source: OpenERP is committed to Open Source Business Model. The

software is published under the AGPL licence.

• Complete : OpenERP is a comprehensive suite of business applications including

Sales, CRM, Project management, Warehouse management, Manufacturing,

Financial management and Human Resources just to name a few. Over 700

OpenERP modules are available on Launchpad

• Modular : OpenERP's unique modular approach allows customers to start with one

application and add other modules later. Customers keep the benefits of an

integrated software but avoid a “big bang” project.

• Flexible : OpenERP allows you to customize the user interface and manage your

business processes in only a few clicks.

• No Lock-in: The same version of OpenERP can be used either On-site or Online.

We are committed to allowing customers choose what is best for them.

• Affordable : The absence of license fees makes OpenERP very affordable. The

complete set of service we provide (On line and On-site) provide great value for

customers. We are the only vendor to guarantee migration services for a fixed fee


http://www.gnu.org/licenses/agpl-3.0.html

Open ERP

• It enables an organization to control and optimize all its

activities:

e.g.

– Sales triggers purchase orders

– Accounting entries are updated by stock operations,

– Incoming mails are tracked in the system,

– The integrated document management system helps your team

to collaborate

– Its very flexible and fast to implement in the organization

OpenERP

• Modular

• Collaborative developments

• Cleanly integrated

• Enable any company to choose from large list of

available functions


Integration

15

Open Object Framework

Sa

les

cu

sto

m

AccountingPurchaseStock

• TinyERP renamed to OpenERP early in 2008

• SAAS (Software as service)

– Online service that OpenERP provide

– Get monthly fees and free trial on OpenERP

– This service should be useful for small companies that just want

to start quickly using it at low cost

• Whether you want to test OpenERP or for production:

– SAAS

– Install it directly to your PC/Server


Install and Create New Database

The Architecture of OpenERP

The Installation of OpenERP

Independent Installation on Windows

Installation on Linux (Ubuntu)

The Architecture of

OpenERP


Database

server

(PostgreSQL)

Application

Server

(OpenERP)

Inside

Internet

Thick client

(GTK

Client)

Thick client

(GTK

Client)

Thick client

(GTK

Client)

Thick client

(GTK

Client)

Web server

(Open ERP

client - web)

Encrypt

(e.g.

Apache)

XML-RPC (Secure)N

ET

-RP

C

HTTP

HTTPS

Outside

Remote GTK client terminalsInternal GTK client terminals

XML-RPC(secure)

or XML-RPC

or NET-RPC

The Architecture of

OpenERP

The Architecture of OpenERP

• PostgreSQL database server:

– which contains all of the databases, each of which contains all

data and most elements of the OpenERP system configuration

• OpenERP application server:

– which contains all of the enterprise logic and ensures that

OpenERP runs optimally

• Web server:

– a separate application called the Open Object client-web, which

enables you to connect to OpenERP from standard web

browsers and is not needed when you connect using a GTK

client.


Let us start!


Installation on Ubuntu

Installation steps

• OpenERP 6.0, Ubuntu 10.04

• There are four main procedures that you have to follow

in order to run OpenERP V6.0 smoothly:

– PostgreSQL Server Installation and Configuration

– OpenERP Server Installation

– OpenERP Client Installation

– OpenERP Web Installation

Test server: 178.79.169.107

password: qatar123


PostgreSQL Server Installation and

Configuration

• sudo apt-get update

• sudo apt-get install postgresql

• For a graphical user interface of postgresql, use the

following command: sudo apt-get install pgadmin3

Setup a PostgreSQL user for OpenERP


• The default superuser for PostgreSQL is called postgres. You may need to login as this user first.

openerp@openerp-desktop:/$ sudo su postgres

password: XXXXXXXXXX

• Now create PostgreSQL user openerp using the following command:

postgres@openerp-desktop:/$ createuser openerp

Shall the new role be a superuser? (y/n) y

• Make this new user a superuser. Only then you can create a database using OpenERP Client. In short, openerp is the new

user created in PostgreSQL for OpenERP. This user is the owner of all the tables created by OpenERP Client. Now check the

list of tables created in PostgreSQL using following command:

postgres@openerp-desktop:/$ psql -l

• You can find the table template1, run the following command to use this table:

postgres@openerp-desktop:/$ psql template1

• To apply access rights to the role openerp for the database which will be created from OpenERP Client, use the following

command:

template1=# alter role openerp with password ‘openerp';

• \q

• Don’t forget to make the change from md5 to trust

• nano /etc/postgresql/8.4/main/pg_hba.conf


OpenERP Server Installation

• You need to have Python 2 (2.5 or later for OpenERP

v6.0, 2.6 or 2.7 for v6.1) in your Ubuntu system, built-in

in Ubuntu version 10.04 and above.

• To install the required libraries on your Ubuntu system,

you can do the following in your favourite shell:

– lxml : lxml is the most feature-rich and easy-to-use library for

working with XML and HTML in the Python language.

sudo apt-get install python-lxml

– mako : Hyperfast and lightweight templating for the Python.

sudo apt-get install python-mako


Server Installation - Continued

– python-dateutil : The dateutil module provides powerful

extensions to the standard datetime module, available in Python

2.3+.

sudo apt-get install python-dateutil

– psycopg2 : Psycopg is the most popular PostgreSQL adapter for

the Python programming language.

sudo apt-get install python-psycopg2

– pychart : PyChart is a Python library for creating high quality

Encapsulated Postscript, PDF, PNG, or SVG charts.

sudo apt-get install python-pychart


– pydot : This module provides a full interface to create, handle,

modify and process graphs in Graphviz’s dot language.

sudo apt-get install python-pydot

– pytz : World Timezone Definitions for Python.

sudo apt-get install python-tz

– reportlab : The ReportLab Toolkit is the time-proven, ultra-robust,

open-source engine for programmatically creating PDF

documents and forms the foundation of RML. It also contains a

library for creating platform-independent vector graphics. It is a

fast, flexible, cross-platform solution written in Python.

sudo apt-get install python-reportlab

Abeer: mention the arabic issue



– pyyaml : PyYAML is a YAML parser and emitter for Python.

sudo apt-get install python-yaml

– vobject : VObject simplifies the process of parsing and creating

iCalendar and vCard objects.

sudo apt-get install python-vobject

Then

- Add user , wget from http://www.openerp.com/downloads

– Get the latest version from openerp server

wget http://www.openerp.com/download/stable/source/openerp-server-

6.0.3.tar.gz

tar -xzf openerp-server-6.0.3.tar.gz

cd openerp-server-6.0.2/bin

python openerp-server.py --db_user=openerp --db_password=openerp



http://www.openerp.com/download/stable/source/openerp-server-6.0.3.tar.gz

• First time start with –s to create server configuration file

• nano .openerp_serverrc

• Description of paramters in

nano /home/openerp/openerp-server-6.0.3/man/openerp_serverrc.5



Then start to create your first Database!

Create Database


• Arabic problem with reportlab: problem in the default

library of reporting in openerp

• Caching problem: many solutions:

– Bzr verstion

– Wait for 6.0.4

– Use GTK

• If you faced any problem in installation most of time you

will find a solution here:

– http://www.openerp.com/forum/forum5.html


OpenERP Web Installation

– Downloading & Installing the OpenERP Web Client

sudo apt-get install python python-dev build-essential

sudo apt-get install python-setuptools

wget http://www.openerp.com/download/stable/source/openerp-web-

6.0.3.tar.gz

tar -xzf openerp-web-6.0.3.tar.gz

cd openerp-web-6.0.3

sudo python setup.py install

Run the client


OpenERP Client Installation

• To install the required:

– gtk : GTK+ is a highly usable, feature-rich toolkit for creating

graphical user interfaces which boosts cross-platform

compatibility and an easy-to-use API.

sudo apt-get install python-gtk2

– glade : Glade is a RAD tool to enable quick & easy development

of user interfaces for the GTK+ toolkit and the GNOME desktop

environment.

sudo apt-get install python-glade2


Client Installation Continued

– matplotlib : matplotlib is a Python 2D plotting library which

produces publication quality figures in a variety of hard-copy

formats and interactive environments across platforms.

sudo apt-get install python-matplotlib

– mxdatetime : Provides a way of dealing with date/time values in

Python (about to be deprecated).

sudo apt-get install python-egenix-mxdatetime

– dateutil : Provides date/time values in Python

sudo apt-get install python-dateutil

– xml : XML support for Python platform.

sudo apt-get install python-xml



– tz : World Timezone definitions for Python.

sudo apt-get install python-tz

– hippocanvas : The Hippo Canvas is a Cairo/GObject/GTK+

based canvas, written in C with support for flexible layout, CSS

styling, and initial work on animations.

sudo apt-get install python-hippocanvas

– pydot : Python interface to Graphviz’s Dot language.

sudo apt-get install python-pydot


– The above packages may be installed all at once with the

following command:

apt-get install python-gtk2 python-glade2 python-pydot

python-dateutil \ python-matplotlib python-egenix-

mxdatetime python-xml python-tz

- Get the latest client version and install

• wget http://www.openerp.com/download/stable/source/openerp-client-

6.0.3.tar.gz

• tar -xzf openerp-client-6.0.2.tar.gz

• cd openerp-client-6.0.2/bin

• python openerp-client.py

• tar -xzf openerp-client-6.0.2.tar.gz

• cd openerp-client-6.0.2

• sudo python setup.py install



Installation on Windows

Just to be prepared…

There is some differences of the ways of installation in

Linux and Windows

But

Once installed, you will get the same functionality and you

will never be able as an end user customer which server

you are installing in.

• Always check documentation for changing version and

for installation steps.


You have two options for the installation of OpenERP on a Windows

system:

• All-In-One Installation:

– This is the easiest and quickest way to install OpenERP. It installs all

components (OpenERP Server, Client, Web and PostgreSQL database) pre-

configured on one computer. This installation is recommended if you do not have

any major customizations

http://www.openerp.com/downloads/contact?param=stable/win32/openerp-allinone-

setup-6.0.3.exe

• Independent Installation:

– If you choose this mode of installation, all the components required to run

OpenERP will have to be downloaded and installed separately. You will have to

opt for an independent installation if you plan to install the components on

separate machines. This mode is also practical if you are already working with or

plan to use a different version of PostgreSQL than the one provided with the All-

In-One installer.


All-in-one installation

– Each time a new release of OpenERP is made, OpenERP

supplies a complete Windows auto-installer for it.

– This contains all of the components you need – the PostgreSQL

database server, the OpenERP application server, the GTK

application client and the Web client.

Note

– Stable Versions and Development Versions

• OpenERP development proceeds in two parallel tracks: stable versions and

development versions.

• New functionality is integrated into the development branch.

• This branch is more advanced than the stable branch, but it can contain undiscovered

and unfixed faults.

• A new development release is made every month or so, and OpenERP has made the

code repository available so you can download the very latest revisions if you want.

• The stable branch is designed for production environments. Here, releases of new

functionality are made only about once a year after a long period of testing and

validation. Only bug fixes are released through the year on the stable branch.

–Copyright© 2009 Centrivision®. All rights reserved. 43

• To download OpenERP for Windows, follow these steps:

1. Navigate to the site http://www.openerp.com.

2. Click the Downloads button at the right, then, under Windows

Auto-Installer, select All-In-One.

3. Before you can proceed with the download, you will be asked to fill

an online form with your contact and company details and

information regarding your interest in OpenERP.

4. Once you submit the online form, the All-In-One Windows installer

(currently openerp-allinone-setup-6.0.3.exe) becomes available

for download.

5. Save the file on your PC - it is quite a substantial size because it

downloads everything including the PostgreSQL database system

(version 8.3, at the time of writing), so it will take some time.


http://www.openerp.com/

Installing the OpenERP

All-In-One

– To install OpenERP and its database, you must be signed in as

an Administrator on your PC.

– If you have previously tried to install the All-In-One version of

OpenERP, you will have to uninstall that first, because various

elements of a previous installation could interfere with your new

installation. Make sure that all Tiny ERP, OpenERP and

PostgreSQL applications are removed: you are likely to have to

restart your PC to finish removing all traces of them.


– Double-click the installer file to install OpenERP and accept the

default parameters on each dialog box as you go. The All-In-One

installer is the simplest mode of installation and has the following

steps:

• Select installation language The default is English. The other option

is French.

• Welcome message Carefully follow the recommendations given in

this step.


– License Agreement It is important

that you accept the GNU General

Public License to proceed with

installation.

– Select components to install You

can proceed with the default install

type All In One, which will install the

OpenERP Server, GTK Desktop

Client, Web Client and PostgreSQL

Database (version 8.3, at the time

of writing). Or, you may customize

your installation by selecting only

the components you require.


– Configure

PostgreSQL

connection The

installer will suggest

default parameters

to complete your

PostgreSQL

connection

configuration. You

may accept the

defaults, or change

it according to your

requirement.


– Select folder for installation By

default, OpenERP is installed in

C:\Program Files\OpenERP 6.0. To

install in a different folder, browse

for a different location(folder) in this

step.

– Install The automatic installation of

OpenERP begins and you can view

its progress.

– Finish On successful installation of

OpenERP, you will get an

appropriate confirmation. You can

click Finish to close the setup

wizard.


List of modules

• You will find here a list of the most important features of OpenERP Open Object. More than 350 modules are available, so this is just a summary of some of them.

– http://apps.openerp.com/


Thank Youwww.centrivision.com

Getting started with OpenERP

Technology

Transcript of Getting started with OpenERP