Few questions first!
Introduction
Welcome to the latest of our very popular OpenERP installation “How Tos”.
The new release of OpenERP 7.0 is a major upgrade and a new Long Term Support release; the
7.0 Release Notes extend to over 90 pages! The most noticeable change is a
complete re-write of the User Interface that features a much more modern look and feel.
OpenERP 7.0 is not only better looking and easier to use, it also
brings many improvements to the existing feature-set and adds a number
of brand new features which extend the scope of the business needs
covered by OpenERP. Integration of social network capabilities,
integration with Google Docs and LinkedIn, new Contract Management, new
Event Management, new Point of Sale, new Address Book, new Fleet
Management,… are only some of the many enhancements in OpenERP 7.0.
The How To
Following that introduction, I bet you can’t wait to get your hands dirty…
Just one thing before we start: You can simply download a “.deb”
package of OpenERP and install that on Ubuntu. Unfortunately that
approach doesn’t provide us (
Libertus Solutions)
with enough fine-grained control over where things get installed, and
it restricts our flexibility to modify & customise, hence I prefer
to do it a slightly more manual way (this install process below should
only take about 10-15 minutes once the host machine has been built).
So without further ado here we go:
Step 1. Build your server
I install just the bare minimum from the install routine (you may want to install the
openssh-server during the install procedure or install subsequently depending on your needs).
After the server has restarted for the first time I install the
openssh-server package (so we can connect to it remotely) and
denyhosts
to add a degree of brute-force attack protection. There are other
protection applications available: I’m not saying this one is the best,
but it’s one that works and is easy to configure and manage. If you
don’t already, it’s also worth looking at setting up key-based ssh
access, rather than relying on passwords. This can also help to limit
the potential of brute-force attacks. [NB: This isn't a How To on
securing your server...]
sudo apt-get install openssh-server denyhosts
Now make sure your server has all the latest versions & patches by doing an update:
sudo apt-get update
sudo apt-get dist-upgrade
Although not always essential it’s probably a good idea to reboot
your server now and make sure it all comes back up and you can login via
ssh.
Now we’re ready to start the OpenERP install.
Step 2. Create the OpenERP user that will own and run the application
sudo adduser --system --home=/opt/openerp --group openerp
This is a “system” user. It is there to own and run the application,
it isn’t supposed to be a person type user with a login etc. In Ubuntu, a
system user gets a UID below 1000, has no shell (it’s actually
/bin/false) and has logins disabled. Note that I’ve specified a “home” of
/opt/openerp,
this is where the OpenERP server code will reside and is created
automatically by the command above. The location of the server code is
your choice of course, but be aware that some of the instructions and
configuration files below may need to be altered if you decide to
install to a different location.
[Note: If you want to run multiple versions of OpenERP on the
same server, the way I do it is to create multiple users with the
correct version number as part of the name, e.g. openerp70, openerp61
etc. If you also use this when creating the Postgres users too, you can
have full separation of systems on the same server. I also use similarly
named home directories, e.g. /opt/openerp70, /opt/openerp61 and config
and start-up/shutdown files.]
A question I have been asked a few times is how to run the OpenERP
server as the openerp system user from the command line if it has no
shell. This can be done quite easily:
sudo su - openerp -s /bin/bash
This will
su your current terminal login to the openerp user (the “
-” between
su and
openerp is correct) and use the shell
/bin/bash. When this command is run you will be in openerp’s home directory:
/opt/openerp.
When you have done what you need you can leave the openerp user’s shell by typing
exit.
Step 3. Install and configure the database server, PostgreSQL
sudo apt-get install postgresql
Then configure the OpenERP user on postgres:
First change to the postgres user so we have the necessary privileges to configure the database.
sudo su - postgres
Now create a new database user. This is so OpenERP has access rights
to connect to PostgreSQL and to create and drop databases. Remember what
your choice of password is here; you will need it later on:
createuser --createdb --username postgres --no-createrole --no-superuser --pwprompt openerp
Enter password for new role: ********
Enter it again: ********
Finally exit from the postgres user account:
exit
Step 4. Install the necessary Python libraries for the server
sudo apt-get install python-dateutil python-docutils python-feedparser python-gdata \
python-jinja2 python-ldap python-libxslt1 python-lxml python-mako python-mock python-openid \
python-psycopg2 python-psutil python-pybabel python-pychart python-pydot python-pyparsing \
python-reportlab python-simplejson python-tz python-unittest2 python-vatnumber python-vobject \
python-webdav python-werkzeug python-xlwt python-yaml python-zsi
With that done, all the dependencies for installing OpenERP 7.0 are
now satisfied (note that there are some new packages required since
6.1).
Step 5. Install the OpenERP server
I tend to use
wget for this sort of thing and I download the files to my home directory.
Make sure you get the latest version of the application. At the time
of writing
this it’s 7.0; I got the download links from their download
page.
wget http://nightly.openerp.com/trunk/nightly/src/openerp-7.0alpha-latest.tar.gz
Note: the
new package for the released version has not been built yet. I
will update this as soon as it is available. In the meantime you can
always pull the source from launchpad.
Now install the code where we need it:
cd to the
/opt/openerp/ directory and extract the tarball there.
cd /opt/openerp
sudo tar xvf ~/openerp-7.0.tar.gz
Next we need to change the ownership of all the the files to the OpenERP user and group we created earlier.
sudo chown -R openerp: *
And finally, the way I have done this is to copy the server directory
to something with a simpler name so that the configuration files and
boot scripts don’t need constant editing (I called it, rather
unimaginatively, server). I started out using a symlink solution, but I
found that when it comes to upgrading, it seems to make more sense to me
to just keep a copy of the files in place and then overwrite them with
the new code. This way you keep any custom or user-installed modules and
reports etc. all in the right place.
sudo cp -a openerp-7.0 server
As an example, should OpenERP 7.0.1 come out soon, I can extract the
tarballs into /opt/openerp/ as above. I can do any testing I need, then
repeat the copy command so that the modified files will overwrite as
needed and any custom modules, report templates and such will be
retained. Once satisfied the upgrade is stable, the older 7.0
directories can be removed if wanted.
That’s the OpenERP server software installed. The last steps to a
working system is to set up the configuration file and associated boot
script so OpenERP
starts and stops automatically when the server itself
stops and starts.
Step 6. Configuring the OpenERP application
The default configuration file for the server (in
/opt/openerp/server/install/)
is actually very minimal and will, with only one small change work fine
so we’ll simply copy that file to where we need it and change it’s
ownership and permissions:
sudo cp /opt/openerp/server/install/openerp-server.conf /etc/
sudo chown openerp: /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf
The above commands make the file owned and writeable only by the openerp user and group and only readable by openerp and root.
To allow the OpenERP server to run initially, you should only need to
change one line in this file. Toward to the top of the file change the
line
db_password = False to the same password you used back in step 3. Use your favourite text editor here. I tend to use nano, e.g.
sudo nano /etc/openerp-server.conf
One other line we might as well add to the configuration file now, is
to tell OpenERP where to write its log file. To complement my suggested
location below add the following line to the
openerp-server.conf file:
logfile = /var/log/openerp/openerp-server.log
Once the configuration file is edited and saved, you can start the server just to check if it actually runs.
sudo su - openerp -s /bin/bash
/opt/openerp/server/openerp-server
If you end up with a few lines eventually saying OpenERP is running and waiting for connections then you are all set.
On my system I noticed the following warning:
2012-12-19 11:53:51,613 6586 WARNING ?
openerp.addons.google_docs.google_docs: Please install latest
gdata-python-client from
http://code.google.com/p/gdata-python-client/downloads/list
The Ubuntu 12.04 packaged version of the python gdata client library
is not quite recent enough, so to install a more up-to-date version I
did the following (exit from the openerp user’s shell if you are still
in it first):
sudo apt-get install python-pip
sudo pip install gdata --upgrade
Going back and repeating the commands to start the server resulted in no further warnings
sudo su - openerp -s /bin/bash
/opt/openerp/server/openerp-server
If there are errors, you’ll need to go back and find out where the problem is.
Otherwise simply enter
CTL+C to stop the server and then
exit to leave the openerp user account and go back to your own shell.
Step 7. Installing the boot script
For the final step we need to install a script which will be used to
start-up and shut down the server automatically and also run the
application as the correct user. There is a script you can use in
/opt/openerp/server/install/openerp-server.init but this will need a few small modifications to work with the system installed the way I have described above.
Here’s a link to the one I’ve already modified for 7.0.
Similar to the configuration file, you need to either copy it or paste the contents of this script to a file in
/etc/init.d/ and call it
openerp-server. Once it is in the right place you will need to make it executable and owned by root:
sudo chmod 755 /etc/init.d/openerp-server
sudo chown root: /etc/init.d/openerp-server
In the configuration file there’s an entry for the server’s log file.
We need to
create that directory first so that the server has somewhere
to log to and also we must make it writeable by the openerp user:
sudo mkdir /var/log/openerp
sudo chown openerp:root /var/log/openerp
Step 8. Testing the server
To start the OpenERP server type:
sudo /etc/init.d/openerp-server start
You should now be able to view the logfile and see that the server has started.
less /var/log/openerp/openerp-server.log
If there are any problems starting the server you need to go back and
check. There’s really no point ploughing on if the server doesn’t
start…
OpenERP 7.0 Database Management Screen
If the log file looks OK, now point your web browser at the domain or
IP address of your OpenERP server (or localhost if you are on the same
machine) and use port 8070. The url will look something like this:
http://IP_or_domain.com:8070
What you should see is a screen like this one (it is the Database Management Screen because you have no OpenERP databases yet):
What I do recommend you do at this point is to change the super admin
password to something nice and strong (Click the “Password” menu). By
default this password is just “admin” and knowing that, a user can
create, backup, restore and
drop databases! This password is stored in
plain text in the
/etc/openerp-server.conf file;
hence why we restricted access to just openerp and root. When you change and save the new password the
/etc/openerp-server.conf file will be re-written and will have a lot more options in it.
Now it’s time to make sure the server stops properly too:
sudo /etc/init.d/openerp-server stop
Check the logfile again to make sure it has stopped and/or look at your server’s process list.
Step 9. Automating OpenERP startup and shutdown
If everything above seems to be working OK, the final step is make
the script start and stop automatically with the Ubuntu Server. To do
this type:
sudo update-rc.d openerp-server defaults
You can now try rebooting you server if you like. OpenERP should be running by
the time you log back in.
If you type
ps aux | grep openerp you should see a line similar to this:
openerp 1491 0.1 10.6 207132 53596 ? Sl 22:23 0:02 python /opt/openerp/server/openerp-server -c /etc/openerp-server.conf
Which shows that the server is running. And of course you can check the logfile
or visit the server from your web browser too.
OpenERP 7.0 Main Setup Screen
That’s it! Next I would suggest you create a new database filling in
the fields as desired. Once the database is intialised, you will be
directed straight to the new main configuration screen which gives you a
fell for the new User Interface in OpenERP 7 and shows you how easy it
is to set up a basic system.
