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

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

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
Salescustom
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)NET-RPC
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 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

• 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

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.

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 FilesOpenERP 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 You
www.centrivision.com

Getting started with OpenERP

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