Importing CSV data to Open ERP
28.2.2 Deployment Procedure
The deployment of a version of Open ERP is quite simple when your server has been configured in your production environment. The security of data will then be a key element. When you have installed the server you should create at least two databases: • a test or development database, in which the users can test the system and familiarize themselves with it, • a production database which will be the one used by the company in daily use. Note: Version numbering Open ERP uses a version numbering model that comprises 3 numbers A.B.C for example 4.2.2 or 5.0.0 where changes in the number A signify a major functional change, changes to number B signify an update that includes a batch of fault fixes and some new functionality, and the number C generally refers to some limited updates or fixes to the existing functionality. The number B is special: if it is an odd number, for example 4.3.2 or 5.1.0 it is for a development version which is not designed for a production environment. The even numbers are for stable versions. If you have prepared a data module for Open ERP that is a module that consists just of data, not altered functionality, you should test it in your development version and check that it does not require any more manual adjustments. If the import runs correctly, it shows that you are ready to load your data in the production database. You can use the Open ERP database backup procedure at different stages of configuration see Installation and Initial Setup . Then if you have made a false step that you cannot recover from you can always return to a prior state. Since your data describes much of your company’s value, take particular care both when you need to transfer it in backups and across your network and when you are managing the super-administrator password. Make sure 421 that the connection between a PC client and the two servers is cor- rectly secured. You can configure Open ERP to use the HTTPS protocol, which provides security for data transfer Note: HTTPS The HTTPS protocol Secured Hyper Text Transfer Protocol is the standard HTTP protocol secured by using the SSL Secure Socket Layer or TLS Transport Layer Security security protocols. It allows a user to verify her identify to the site to which she wants access, using a certificate of authentication. It also guarantees the integrity and confidentiality of the data sent between the user and the server. It can, optionally, provide highly secure client authentication by using a numbered certificate. The default HTTPS port is 443. You could also use the PostgreSQL database directly to backup and restore data on the server, depending on access rights and the availability of passwords for the server.28.3 User training
Two types of training are provided by the Tiny company and its partners: • Technical training in Open ERP: the objective of this intensive training is to enable you to develop your own modules by modifying and adapting the existing ones. It covers the creation of new objects, menus, reports and workflows, and also of interfaces with external software. It lasts for five days and is designed for IT people • User training: this enables you to be productive as rapidly as possible in the use of Open ERP. All of the modules there are detailed with concrete examples and different exercises. For the sake of realism the training uses data for a fictitious company. This training also lasts for five days. It is designed for those responsible for an ERP project, who will then be capable of training employees internally. Tiny’s training calendar is available on the official Open ERP site at http:www.openerp.comservicestraining-schedule . The training is delivered in either French or English depending on the course. Both Tiny, the creators of Open ERP, and the Open ERP partners can also provide customized training. This, although more expensive, is focused on your own needs. Your training needs depend on the type of deployment you have chosen. If you have opted for a SaaS development, technical training is not very useful. In summary, you should arrange both user training and self-paced training perhaps based on this book series if you can. Technical training is strongly advised if you see yourselves developing your own modules. Although it is not obligatory it gives you quite a time advantage in any serious Open ERP engagement.28.4 Support and maintenance
It is when you actually use your ERP that you will obtain value from your investment. For that reason maintenance and support are critical for your long term success. • Support aims to ensure that end users get the maximum productivity from their use of Open ERP by responding to their questions on the use of the system. Support can be technical or functional. • Maintenance aims to ensure that the system itself continues to function as required. It includes system upgrades, which give you access to the latest functionality available. Some partners offer preventative maintenance. This makes sure that all the specific developments for your system are revised and tested for each new version so that they remain compatible with the base Open ERP. Tiny themselves have changed their support strategy from time to time. At the time of writing they propose a maintenance contract supplied either direct to the end user or through partners that guarantees a quick fix to any faults discovered in the covered code. Although you can expect these fixes to become available to all users of theParts
» Think Different Materi ERP openerp book v6
» Why this book? Think Different Materi ERP openerp book v6
» Independent Installation on Windows
» Installation on Linux Ubuntu
» Creating the database Database Creation
» Extending Open ERP New OpenERP functionality
» Database creation Think Different Materi ERP openerp book v6
» Preferences toolbar To connect to OpenERP
» Configuring Users Managing partners
» The Configuration Reconfigure wizard
» Installing an application module from the Modules list
» Installing a module with its dependencies
» Installing additional functionality Installing new functionality
» General Features What’s new in OpenERP
» Business Application-related Features What’s new in OpenERP
» Basic Concepts Getting started with OpenERP
» Boost your Sales Getting started with OpenERP
» Manage your Books Getting started with OpenERP
» Drive your Projects Getting started with OpenERP
» Driving your Sales Getting started with OpenERP
» Driving your Purchases Getting started with OpenERP
» Organise your Warehouse Getting started with OpenERP
» Measure your Business Performance Track your Process Flows
» Business Example Basic Settings
» Get your Database Up and Running with Demo Data
» Fit your Needs Think Different Materi ERP openerp book v6
» Configuring Accounts Database setup
» Configuring Journals Configuring the Main Company
» Creating partner categories, partners and their contacts
» Creating products and their categories
» Stock locations Database setup
» Setting up a chart of accounts
» Make a backup of the database
» Purchase Order Driving a Purchase Sales Flow
» Receiving Goods Driving a Purchase Sales Flow
» Invoice Control Driving a Purchase Sales Flow
» Paying the supplier Driving a Purchase Sales Flow
» From Sales Proposal to Sales Order
» Preparing goods for shipping to customers Invoicing Goods Customer Payment
» Terminology What is in it for you?
» Filtering your Partners Contacts Addresses Partner Categories
» Fetchmail Advanced Customer Relations
» Automated Actions Advanced Customer Relations
» Profiling Advanced Customer Relations
» Report Designer Advanced Customer Relations
» Helpdesk Calendars Think Different Materi ERP openerp book v6
» Analyzing Performance Think Different Materi ERP openerp book v6
» Automating actions using rules
» Installation and Configuration Using the e-mail gateway
» Creating and maintaining cases
» Supplier relationship management Think Different Materi ERP openerp book v6
» Establishing the profiles of prospects
» Using profiles effectively Profiling
» Installing the Outlook plugin
» Configuring the Outlook plugin
» Installing the Thunderbird plugin
» Configuring the Thunderbird plugin
» Using the Thunderbird plugin
» Automate your leads with Marketing Campaigns
» Defining a Marketing Campaign in OpenERP Guidelines for creating a campaign
» Customer Receipts Supplier Vouchers
» Draft Invoices Accounting Workflow and Automatic Invoice Creation
» Reconciliation and Payments Accounting Workflow and Automatic Invoice Creation
» Cancelling an Invoice Invoices
» Credit Notes Refunds Invoices
» Managing Bank Statements Accounting Entries
» Manual entry Accounting Entries
» Import Invoices Accounting Entries
» Cash Management Accounting Entries
» Reconciliation Process Accounting Entries
» How to Manage your Payment Orders?
» Financial Analysis of Partners
» Taxation Statutory Taxes and Chart of accounts
» General Ledger and Trial Balance
» The Accounting Journals Statutory Taxes and Chart of accounts
» Management Indicators Company Financial Analysis
» Good Management Budgeting Company Financial Analysis
» The Accounting Dashboard Company Financial Analysis
» Using a Preconfigured Chart of Accounts Creating a Chart of Accounts
» Payment Terms Opening Entries
» Case 1: Industrial Manufacturing Enterprise
» Case 2: Law Firm To each enterprise its own Analytic Chart of Accounts
» Case 3 : IT Services Company
» Setting up the Chart of Accounts
» Creating Journals Putting Analytic Accounts in Place
» Integrated with General Accounting
» Manual Entries Analytic Entries
» Analysis per account Financial Analysis
» Key indicators Financial Analysis
» Management of staff Managing Human Resources
» Contract Management Managing Human Resources
» Entering timesheet data Timesheets
» Managing by department Timesheets
» An integrated process Employee Expenses
» Recruitments Hire New People
» Assessments Inspire your People
» Holiday Management Inspire your People
» Fixed Price contracts Managing Service Contracts
» Cost-reimbursement contracts Managing Service Contracts
» Fixed-price contracts invoiced as services are worked
» Contracts limited to a quantity
» Creating Projects and Related Tasks
» Managing tasks Project Management
» Invoicing Tasks Project Management
» Priority Management Project Management
» Delegate your Tasks Project Management
» Project Phases Long Term Project Planning
» Scheduling Long Term Project Planning
» Planning by time or by tasks?
» Not everything that is urgent is necessarily important Organizing your life systematically
» Understanding Double-Entry Stock Management
» Product Types From Supplier to Customer
» Procurement Methods – Make to Stock and Make to Order Supply Methods
» Units of Measure From Supplier to Customer
» Receipt of a Supplier Order by Purchase Order
» Receipt of a Supplier Order by Product Customer Delivery
» Customer Delivery by Product
» Stock Locations Basic Logistics Configuration
» Location Types Basic Logistics Configuration
» Location Addresses Basic Logistics Configuration
» Accounting Valuation in Real Time
» Linked locations Basic Logistics Configuration
» Structuring locations Basic Logistics Configuration
» Handling Customer Orders Basic Logistics Configuration
» Linked Production Basic Logistics Configuration
» Push Flows Logistics Configuration in a Multi-Company Environment
» Pull Flows Logistics Configuration in a Multi-Company Environment
» Stock Rental Locations Import Export
» Automatic Procurement Minimum Stock Rules
» Stock Moves Management of Lots and Traceability
» Lots Management of Lots and Traceability
» The different journals Management by Journal
» Using the journals Management by Journal
» Requirements Calculation Scheduling Just in Time
» Planning Managing Partial Deliveries Receiving Supplier Products
» Manual Data Entry of Goods Receipt
» Confirming pre-generated Goods Receipt Documents
» Confirmation by Selecting Products Waiting Product Routing
» Management of production Think Different Materi ERP openerp book v6
» Configurable Bills of Materials
» Manufacturing Think Different Materi ERP openerp book v6
» The customer order Workflow for complete production
» Producing an Intermediate Product
» Manufacture of finished product Delivery of product to the customer
» Invoicing at delivery Workflow for complete production
» Security days Calculation of lead times
» Definition of concepts Operations
» Routing Impact on the production order
» Work operations Management of operations
» Subcontracting manufacture Events and barcodes
» Scheduling Treatment of exceptions
» Entering data for a new repair Repair workflow
» Invoicing the repair Management of repairs
» Manual procurement Management of waste products and secondary products Sales Quotations
» Packaging Think Different Materi ERP openerp book v6
» Alerts Think Different Materi ERP openerp book v6
» Order Configuration Control Deliveries and Invoicing
» Picking Mode Control Deliveries and Invoicing
» Tariff Grids Management of Carriers
» Delivery Modes Management of Carriers
» Delivery based on Ordered Quantities
» Margins by Product Keep Track of your Margins
» Margins by Project Keep Track of your Margins
» Creating Price Lists Example
» Rebates at the End of a Campaign
» Open Orders Layout Templates
» Price Request from the Supplier
» Goods Receipt All the Elements of a Complete Workflow
» Control based on Goods Receipt
» Tenders Price Revisions All the Elements of a Complete Workflow
» Elementary Statistics Purchase Analysis
» Analytic Accounts Think Different Materi ERP openerp book v6
» Examples of Process Process Integration in the Management System
» Using processes effectively Workflows and User Processes
» Defining your own user processes
» The importance of good document management
» Classic document management solutions
» Getting Started The OpenERP Solution
» Internal and External Access using FTP
» Mapping between OpenERP Resources and Directories
» Standardizing Structures Searching for documents Working with users’ changes Version Management
» OpenERP Server Setup Think Different Materi ERP openerp book v6
» DNS Server Setup Think Different Materi ERP openerp book v6
» SSL Setup Think Different Materi ERP openerp book v6
» Calendars on iPhone Think Different Materi ERP openerp book v6
» Prerequisites Calendars on Android
» How to configure? Calendars on Android
» Calendars in Evolution Think Different Materi ERP openerp book v6
» Prerequisites Calendars in SunbirdLightning
» Configuration Calendars in SunbirdLightning
» Creating a Configuration Module
» Changing the menu Configuring the menu
» Personalizing the welcome page for each user Assigning default values to fields
» Changing the terminology Configuring the menu
» User Login Think Different Materi ERP openerp book v6
» Managing access rights Think Different Materi ERP openerp book v6
» Modification history Groups and Users
» Configuring workflows and processes
» Managing statistical reports Configuring reports
» Managing document templates with OpenOffice.org
» Creating common headers for reports
» Exporting Open ERP data to CSV
» Importing CSV data to Open ERP
» The CSV format for complex database structures
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