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.
Installation stages:
PostgreSQL Server Installation and Configuration
OpenERP Server Installation
OpenERP Client Installation
OpenERP Web Installation
OpenERP Configuration
Installation of pgAdmin 3 (optional)
System used:
Linux Fedora 16 (32bit), PostgresSQL 9.1, Python 2.7, OpenERP 6.0.3.
SElinux disabled.
PostgreSQL Server Installation and Configuration
Installation
Go to Applications > System Tools > Add/Remove Software, type postgresql-server into search field and press Find OR go to Applications > System Tools > Terminal and type in this command to get PostgreSQL server installed:
sudo yum install postgresql-server postgresql
If you have a problems to run this command saying that your user is not on sudoers file, then you must apply these little changes to sudoers file:
Log in as root
su -
and use this command
visudo
Add your username under root’s line:
[...]
#Allow root to run any commands anywhere
root ALL=(ALL) ALL
donatas ALL=(ALL) ALL
[...]
Select package postgresql-server-9.x.x-x.fc16 and click on Apply. System will offer you two extra packages – postgresql and postgresql-libs – select Continue to continue. You also will be asked to provide root’s password.
After installing the packages, a database needs to be initialized
and configured. To do this use Terminal (in fact, do not close current
Terminal window during the installation process). First of all, log in
as posgresql user using command
su prostgres
and then initialize the database using command
sudo initdb /var/lib/pgsql/data
The following commands will start PostgreSQL server and check for running PostgreSQL processes:
sudo service postgresql start
ps -eZ | grep postgres
Add postgresql server to startup list:
sudo chkconfig --level 235 postgresql on
Configuration
After installation of PostgreSQL is finished, we must create a
PostgreSQL user. It have to be the same user as your system user, in
other words, be called the same name. In my case it’s user donatas. This user will be the owner of all tables created by OpenERP.
su postgres
createuser donatasNOTE: use the name of your system user instead of donatas!
Shall the new role be a superuser? (y/n) y
Let’s now check what tables has been created so far:
psql -l
If you can see the table template1 on the list, run the following command to use this table
psql template1
and this command to grant an access to your newly created PostgreSQL user (in this case user donatas with the password your-very_secret-password (NOTE: be creative and choose your own password!))
alter role donatas with password 'your-very_secret-password';
and get back to user’s shell
\q
exit
Changes to PostgreSQL configuration file. Open file pg_hba.conf using your preferred text editor
sudo vi /var/lib/pgsql/data/pg_hba.conf
and change following lines to
[...]
# TYPE DATABASE USER ADDRESS METHOD
# "local" is for Unix domain socket connections only
local all all ident
# IPv4 local connections:
host all all 127.0.0.1/32 ident
# IPv6 local connections:
host all all ::1/128 ident
[...]
I assume that you know how to use your favourite text editor, but if
not, you can ask me for a help using comments. Save the file and restart
PostgreSQL Server
sudo service postgresql restart
NOTE: No OpenERP databases will be created during
installation. It will be possible to do through the OpenERP interface
(either Client or Web)
Now we can download
OpenERP Server. At the time of writing this article it was version
6.0.3. We’ll download the package, extract it, jump to the installation
folder and run installation script.
I’ll try to make this part as easy to follow as I can.
Well, OpenERP is already installed. Now we need to tell Fedora to
start it up at boot. For that we need to create boot script for Server
and Web client and also to add some changes to their configuration
files.
Server Configuration
OpenERP Server’s configuration file .openerp_serverrc is located at your user’s home directory, so let’s access it first
Because of some incompatibilities between systemd and SysV, like “Services
are executed in completely clean execution contexts, no context of the
invoking user session is inherited. Not even $HOME or similar are set.
Init scripts depending on these will not work correctly. “, I decided to use different start up options here.
Lets first get back our old good rc.local and put two start up commands there:
sudo vi /etc/rc.d/rc.local
Make sure your file looks like this, but don’t forget to change donatas to your system user name!
#!/bin/sh
su - donatas -c "/usr/bin/openerp-server --config=/home/donatas/.openerp_serverrc" &
su - donatas -c "/usr/bin/openerp-web" &
Save the file and quit your editor.
Make rc.local file executable
sudo chmod a+x /etc/rc.d/rc.local
Installation of pgAdmin 3 (optional)
pgAdmin III is a powerful administration and development platform for the PostgreSQL database, free for any use.
To install pgAdmin 3 use this command in Terminal
sudo yum install pgadmin3
OR find it on Applications > System Tools > Add/Remove Software.
To run pgAdmin use this path: Applications > Programming
Run OpenERP
Now you can access OpenERP Web client through your browser
OpenERP Version 6.1 comes with all new Touch Screen PoS.
In market, if you see the current POS available, they all are POS are:
Ugly
Not cool: Ipad, Web Based
Linked to specific hardware
Interfaced and not integrated with ERP
Not modular for specific features
Few Examples as:
Features of New OpenERP POS
1. 100% web based
Works on any hardware (laptop, IPAD,...)
Mobile (dresser in restaurants using IPAD/IPOD)
2. Packaged as a normal OpenERP module
• No installation, easy deployment
• Allows to inherit and adapt for different needs
3. Integrated with OpenERP
• No synchronisation, real integration
• All features of OpenERP available, use OpenERP for backend
• Consolidate shops in semi-real time
4. Work in offline mode, without connection to the server
• Sales should continue to use it even if the connection is down
• If you close and reopen a browser, you don't loose data
5. Sexy and easy to use
• Fully web based with a clean design
• Smart useability
Concepts & Technical Challenges
How to remain fully web based but continue to work without web connection?
Single Javascript Page:
• Load data from OpenERP at the first connection
• Synchronize when connection is available
• Save this data with HTML5's localStorage.
→ You only need a connection to web/openerp server at the first
time you run the POS + when you want to sync orders
How to interface with payment terminal & cashier if we are in javascript ?
- Barcode scanners: simulate keyboards → no problems
Recently at work, we've been setting up several new instances of OpenERP for customers. Our server operating system of choice is Ubuntu 10.04 LTS.
Installing OpenERP isn't really that hard, but having seen several
other "How Tos" on-line describing various methods where none seemed to
do the whole thing in what I consider to be "the right way", I thought
I'd explain how we do it. There are a few forum posts that I've come across where the advice is just plain wrong too, so do be careful.
As we tend to host OpenERP on servers that are connected to the big
wide Internet, our objective is to end up with a system that is:
A: Accessible only via encrypted (SSL) services from the GTK client, Web browser, WebDAV and CalDAVB: Readily upgradeable and customisable
One of my friends said to me recently, "surely it's just sudo apt-get install openerp-server
isn't it?" Fair enough; this would actually work. But there are several
problems I have with using a packaged implementation in this instance:
Out-of-date. The latest packaged version I could see, in either the
Ubuntu or Debian repositories, was 5.0.15. OpenERP is now at 6.0.2 and
is a major upgrade from the 5.x series.
Lack of control. Being a business application, with many configuration choices, it can be harder to tweak your way when the packager determined that one particular way was the "true path".
Upgrades and patches. Knowing how, where and why your OpenERP
instance is installed the way it is, means you can decide when and how
to update it and patch it, or add custom modifications.
So although the way I'm installing OpenERP below is manual, it gives
us a much more fine-grained level of control. Without further ado then
here is my way as it stands currently ("currently" because you can almost always improve things. HINT: suggestions for improvement gratefully accepted).
Step 1. Build your server
I install just the bare minimum from the install routine (you can
install the openssh-server during the install procedure or install
subsequently depending on your preference).
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 you are running all the latest patches by doing an update: sudo apt-get updatesudo 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 still
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 (well 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, and optional web client, 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 mey need to be altered if
you decide to install to a different location.
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 --pwprompt openerp
Enter password for new role: ********
Enter it again: ********
Shall the new role be a superuser? (y/n) y
Finally exit from the postgres user account: exit
Step 4. Install the necessary Python libraries for the server
sudo apt-get install python python-psycopg2 python-reportlab \
python-egenix-mxdatetime python-tz python-pychart python-mako \
python-pydot python-lxml python-vobject python-yaml python-dateutil \
python-pychart python-pydot python-webdav
And if you plan to use the Web client install the following:
sudo apt-get install python-cherrypy3 python-formencode python-pybabel \
python-simplejson python-pyparsing
Step 5. Install the OpenERP server, and optional web client, code
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 files. At the
time of writing this it was 6.0.2; I got the download links from their download page.
wget http://www.openerp.com/download/stable/source/openerp-server-6.0.2.tar.gz
And if you want the web client:
wget http://www.openerp.com/download/stable/source/openerp-web-6.0.2.tar.gz
Now install the code where we need it: cd to the /opt/openerp/ directory and extract the tarball(s) there.
cd /opt/openerp
sudo tar xvf ~/openerp-server-6.0.2.tar.gz
sudo tar xvf ~/openerp-web-6.0.2.tar.gz
Next we need to change the ownership of all the the files to the openerp user and group.
sudo chown -R openerp: *
And finally, the way I have done this is to copy the server and web
client directories to something with a simpler name so that the
configuration files and boot scripts don't need constant editing (I call
them, rather unimaginatively, server and web). 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-server-6.0.2 server
sudo cp -a openerp-web-6.0.2 web
As an example, should OpenERP 6.0.3 come out next, I can extract the tarballs into /opt/openerp/
as above. I can do any testing I need, then repeat the copy command
(replacing 6.0.2 obviously) 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 6.0.2
directories can be removed if wanted.
That's the OpenERP server and web client software installed. The last
steps to a working system are to set up the two (server and web client)
configuration files and associated init scripts so it all starts and stops automatically when the server boots and shuts down.
Step 6. Configuring the OpenERP application
The default configuration file for the server (in /opt/openerp/server/doc/)
could really do with laying out a little better and a few more comments
in my opinion. I've started to tidy up this config file a bit and here is a link to the one I'm using at the moment (with the obvious bits changed). You need to copy or paste the contents of this file into /etc/ and call the file openerp-server.conf. Then you should secure it by changing ownership and access as follows:
sudo chown openerp:root /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 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 = ******** to have the same password you used way back in step 3. Use your favourite text editor here. I tend to use nano, e.g. sudo nano /etc/openerp-server.conf
Once the config file is edited, you can start the server if you like just to check if it actually runs. /opt/openerp/server/bin/openerp-server.py --config=/etc/openerp-server.conf
It won't really work just yet as it isn't running as the openerp
user. It's running as your normal user so it won't be able to talk to
the PostgreSQL database. Just type CTL+C to stop the server.
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. Here's a link to the one I'm using currently.
Similar to the config 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 config 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 now you need to go
back and check. There's really no point ploughing on if the server
doesn't start...
If you now start up the GTK client and point it at your new server you should see a message like this:
Which is a good thing. It means the server is accepting connections
and you do not have a database configured yet. I will leave configuring
and setting up OpenERP as an exercise for the reader. This is a how to
for installing the server. Not a how to on using and configuring OpenERP
itself...
What I do recommend you do at this point is to change the super admin
password to something nice and strong. By default it is "admin" and
with that a user can create, backup, restore and drop
databases (in the GTK client, go to the file menu and choose the
Databases -> Administrator Password option to change it). This
password is written as plain text into the /etc/openerp-server.conf
file. Hence why we restricted access to just openerp and root. One rather strange thing I've just realised is that when you change
the super admin password and save it, OpenERP completely re-writes the
config file. It removes all comments and scatters the configuration
entries randomly throughout the file. I'm not sure as of now if this is
by design or not.
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 708 3.8 5.8 181716 29668 ? Sl 21:05 0:00 python
/opt/openerp/server/bin/openerp-server.py -c /etc/openerp-server.conf
Which shows that the server is running. And of course you can check the logfile or use the GTK client too.
Step 10. Configure and automate the Web Client
Although it's called the web client, it's really another server-type application which [ahem] serves OpenERP to users via a web browser instead of the GTK desktop client.
If you want to use the web client too, it's basically just a repeat of steps 6, 7, 8 and 9.
The default configuration file for the web client
(can also be found in /opt/openerp/web/doc/openerp-web.cfg) is laid out
more nicely than the server one and should work as is when both the
server and web client are installed on the same machine as we are doing
here. I have changed one line to turn on error logging and point the
file at our /var/log/openerp/ directory. For our installation, the file should reside in /etc/, be called openerp-web.conf and have it's owner and access rights set as with the server configuration file:
sudo chown openerp:root /etc/openerp-web.conf
sudo chmod 640 /etc/openerp-web.conf
Here is a web client boot script. This needs to go into /etc/init.d/, be called openerp-web and be owned by root and executable.
sudo chmod 755 /etc/init.d/openerp-web
sudo chown root: /etc/init.d/openerp-web
You should now be able to start the web server by entering the following command: sudo /etc/init.d/openerp-web start
Check the web client is running by looking in the log file, looking
at the process log and, of course, connecting to your OpenERP server
with a web browser. The web client by default runs on port 8080 so the
URL to use is something like this: http://my-ip-or-domain:8080
Make sure the web client stops properly: sudo /etc/init.d/openerp-web stop
And then configure it to start and stop automatically. sudo update-rc.d openerp-web defaults
You should now be able to reboot your server and have the OpenERP server and web client start and stop automatically.
I think that will do for this post. It's long enough as it is!
I'll do a part 2 in a little while where I'll cover using apache, ssl and mod_proxy to provide encrypted access to all services.
You like OpenERP, but feel like you want to personalise
it more? Now, OpenERP goes a step further and lets you customize your
dashboard. How? you will ask.
Thanks to a new feature that allows you
to customize your dashboard by adding new boards of any search view.
Let's say you are not a big fan of the default dashboard and you feel like the view provided are not the most relevant to you. So, now you can remove the board you find useless and customize your own one.
How is it done?
Step 1: access one search view
Step 2: apply the filter you want to see at each connection to the application (eg. on sales, manufacturing, etc)
Step 3:add it into the dashboard in the same spacewhere you can save the filter
Step 4:choose the application you want it visible on and the name of the array Look at this simple
example below from Purchase, where I want to put on the application's
dashboard "Purchases to Approve". After I access the search view and
apply the filter for "Purchases to Approve", I can add it immediately
to my Purchase dashboard.
In less than a minute, the search view is visible on the dashboard
Of course, you are free
to delete what you don't need or like, but just in case you change your
mind there is a reset button to return to the default view. So, go ahead and personalise your OpenERP!