OpenERP Setup Tour! From Installation to Production. [Complete Details]

2011-12-22T22:55:00.001-08:00

Using this blog you will be able to install the complete package of OpenERP.

You can use the GTK client and also the Web client as well.

Installing OpenERP on Linux

Install all the python packages in the system. You can have the following packages installed manually by running all the commands manually on the terminal.

sudo apt-get install python-matplotlib
sudo apt-get install python-pyparsing
sudo apt-get install python-imaging
sudo apt-get install python-psycopg2
sudo apt-get install python-libxslt1
sudo apt-get install python-libxml2
sudo apt-get install graphviz
sudo apt-get install postgresql-8.4
sudo apt-get install pgadmin3
sudo apt-get install python-lxml
sudo apt-get install mx44
sudo apt-get install python-reportlab
sudo apt-get install python-pychart
sudo apt-get install python-tz
sudo apt-get install python-openssl
sudo apt-get install python-hippocanvas
sudo apt-get install python-yaml
sudo apt-get install python-pydot
sudo apt-get install python-setuptools
sudo apt-get install flashplugin-nonfree
sudo apt-get install bzr
sudo apt-get install python-mako
sudo apt-get install python-pybabel
sudo apt-get install werkzeug
sudo apt-get install python-openid

2. Create a user of the sane name as your system user in the postgres database and rename the password with your desired password as you would need it to use it with the pgadmin Postgres graphincal interface.

- $sudo su postgres
- $createuser -d -S -R <your system user>
- $psql
- # alter user <your system user> with password <your password>
You can see the steps on the screen of the terminal as shown below.

3. Configure Pgadmin(Postgres GUI) to have the details of the tables for database created from OpenERP. Below picture shows the configuration for the postgres server in pgadmin.
This is the view of pgadmin3 after the configuration of server. It will display all the databases and related information for postgres.
4. Register yourself with Launchpad. Using the link https://launchpad.net
You can also use the link https://login.launchpad.net/Rgtn6TB32vss2cJQ/+new_account to create a new account on launchpad.
After Creating a new account you can view your profileby clicking your name from anypage and you'll be redirected to yourprofile. The profile would be as shown below.
5. Create an SSH key for your launchpad account from your system. You can create the SSH key with the help of the link https://help.launchpad.net/YourAccount/CreatingAnSSHKeyPair

You would be able to see the whole process to createan SSH key on this link. According to the link create an ssh keyfollowing the given steps. Do not give any filename to the ssh keyfile when asked just press “Enter”. If you want to secure it youcan use a password otherwise you can keep that also blank. The viewof the help is displayed below. It consists of the following steps.

A.Install Open-SSH Client using the command,
$sudo apt-get install openssh-client

B.Generate and SSH key pair(Public-Private).
$ssh-keygen -t rsa

You can see the procedureto create an ssh key shown in the image below.

Theimage shown below displays the public key.

D.Now you have to copy the contents and copy it in the launchpad toyour ssh key and import the public key.

Download branches from the Launchpad.
Youcan use the following steps to download a branch in your system fromlaunchpad.

OpenERPis available in many versions. 5.0, 6.0 and trunk(In development soonto be released as 6.1)

Thereare mainly 5 parts of OpenERP.
1. Server (Application Server)
2. GTK Client (Desktop Client/Thick Client)
3. Web Client(It includes Web Server as well)
4. Addons (The Certified Modules of OpenERP)
5. extra-addons (Uncertified Modules of OpenERP/Community Modules)
Forexample to download the server go tohttps://code.launchpad.net/openobject-serverand you'll have all the versions listed as shown below.
Nowas mentioned in the link if you want to download this branch(sourcecode) you have to use the command 'bzr branch lp:openobject-server'on the terminal.

Thiswill create a folder of the name openobject-server in the pwd. So ifyou want to rename the folder other then openobject-server you canhave an alias by giving the following command.

“ $bzr branch lp:openobject-server server “ this will create a folderof the name addons in the pwd.

Sameway you can download clients and addons from the links as listedbelow.

GTKClient : https://code.launchpad.net/openobject-client
WebClient : https://code.launchpad.net/openobject-client-web
Addons& Extra Addons : https://code.launchpad.net/openobject-addons

Theclients server or addons may or may not work with the differentversions. It is advisbale to use the same family(version) to workwith stability.

Itis possible to have all the versions downloaded and used on linux.You have to follow the below given steps.

A.Create a directory called workspace/OpenERP in your home folder.Inside that folder create the directories for the versions. For e.g.Stable-5.0,Stable-6.0, trunk etc.

B.Go to the specific directory say for e.g. In Stable-5.0 and nowdownload the source code(branch) in the specific directory.

It'snot mandatory to download all the parts. Server is must to runOpenERP. You can use either of the client and you can use only addonsommitting the extra addons.

Onceeverything is downloaded. You can start with OpenERP as shown below.
1. Go to server/bin using the command “cd server/bin”.
2. Run the server using the command “./openerp-server.py –addons ../../addons”.
  When you run the server you need to give the path to your addons folder becuase the modules are fetched from the addons path specified. If it is not specified no modules will be
  listed other than base module in OpenERP.
3. Go to the GTK client using the command “cd client/bin

4. Run the GTK cllient using the command “./openerp-client.py”.

Now to use the OpenERP You'll have to create a new database as shown in the below image.
ForCreating a database go to File-->Database--> New Database

Createa database entering the name of the database and the password theyyou need to keep for your admin user. By default the super adminpassword is 'admin' and the default user created would be 'admin'which will be having administrator rights.

Onceyou click ok you'll get a new popup wizard asking for configuration.You can directly use it or you can configure the OpenERP. Click onStart Configuration.

You'llget one more wizard asking for interface. You can choose eithersimple interface or extended interface according to that you'll behaving the functionalities. Select Extended View so that you would beable to see all the functionalities.

The next window that will appear will be of Company Configuration whereyou can configure all the details of your company.

Thennext popup window will be containing list of modules of OpenERP. Youcan select the modules that you require to install. Select thecheckbox on the module(feature) you want to have and then clickinstall.

AsAccounting is installed it will also ask for chart of accounts thatshould be installed for the particular company. Chart of Accounts arevery important entity for any company. In OpenERP Once chart ofaccounts are installed you can not change them. So before installingmake sure which chart of accounts you want to install. Here you alsoneed to configure the fiscal year and the periods in the fiscal year.Make sure you keep the fiscal year as per your financial year as thatcan also not be reconfigured. You can also not create a fiscal yearthat are overlapping. And periods should be created either monthly orquarterly(in the session of 3 months).

Onceall the other configurations that are related to the installed moduleis done you will get the main view of OpenERP as shown below.

Similarlyyou can run the webclient.

Forrunning the webclient first of all you'll have to install some morepackages that are used by the webclient.
1. Go to web-client/lib
2. Install the file populate.sh using the command “./populate.sh”
Onceall the packages are installed go to web-client. And run thewebclient. Using the command “ ./openerp-web.py” as shown in theimage below and the web-server would start.

Nowgo to the browser and open the link “localhost:80880” and it willopen the following view.

Onceyou've logged in you'll see the main screen of the webclient. It isdifferent than the one with GTK as it displays the iconic view of allthe modules that are installed. Still the functionality would remainthe same.

Theweb-client is attractive than GTK and it's look & feel is betterthan GTK. There are few advantages and disadvantages of both theclients. For example the web-client can not print “Print Screen”reports but in GTK you can. You can not see gantt charts on GTKclient but you can see them on the webclient. You can use webclientfrom anywhere without installing it on the machine using anyweb-browser but to use GTK you'll have to install GTK client on thesystem.

Now Once the system is installed with your desired applications and you want to ad more application or modules you can also do that.

Onceconfigured if you want to add more modules you can add it using theAdministation rights. To install a module you need to follow thebelow given steps.

1. Go to Administration/Modules/Modules

2. A list of module will be displayed, search for the module name you want to install or select any module from the module list.

3. Click on Schedule for installation and then Click on the wizard shown on the right hand side saying “Apply Scheduled Upgrades”.

4. It will open a popup window having the list of modules to be installed and will ask for confirmation. Click on “Start Update”.

5. Your module will be installed in few minutes once installed the features in the modules will be added in your OpenERP system. Here we have installed project and as you can see a menu for project is added.

Hope this would help!

For more help kindly contact on contact@serpentcs.com.

Cheers!

Anup Chavda

OpenERP Setup Tour! From Installation to Production. [Complete Details]