DNS Server Setup Think Different Materi ERP openerp book v6

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27.1 Creating a Configuration Module

It is very helpful to be able to backup your specific configuration settings in an Open ERP module dedicated just to that. That enables you to: • automatically duplicate the configuration settings by installing the module in another database, • reinstall a clean database with your own configuration in case you have problems with the initial configuration, • simplify migrations, if you have modified some elements of the basic configuration, there is a risk in returning them to their original state after the migration, unless you have saved the modifications in a module. Start by installing the module base_module_record in the usual way. Manually make all your configuration changes through the user interface as you would normally do such as menu management, dashboard assignments, screen configuration, new reports, and access rights management – details of some of these possibilities are described later in this chapter. Then start recording your data using the menu Administration → Customization → Module Creation → Export Customizations As a Module. This opens a wizard through which you may select the date to record from, choose records that have been Created , Modified or both Created Modified . You have to select the objects for recording and then start recording by clicking Record. After the recording operation is complete, a dialog box appears giving you the opportunity to save the recorded module at a desired location. Open ERP then creates a ZIP file for you containing all of the modifications you made while you were carrying out your configuration work. You could reinstall this module on other databases. This could turn out to be useful if you want to install a test server for your company’s users and give them the same configuration as the production server. To install a new module saved in ZIP file form, use the menu Administration → Modules → Import Module.

27.2 Configuring the menu

Open ERP’s menu organization is not subject to any restriction, so you can modify the whole structure, the terminology and all access rights to it to meet your specific needs in the best possible way. However, before you do all that and just as you would for any other customizable software, you should balance both the benefits you see in such changes and the costs, such as the need to train users, to maintain new documentation and to continue the alterations through subsequent versions of the software. This section describes how to proceed to change the structure of the menu and the welcome page, to configure the terminology of the menus and forms in the user interface and for managing users’ access rights to the menus and the various underlying business objects.

27.2.1 Changing the menu

You can change the way menu items appear and the actions they trigger by using the menu Administration → Customization → User Interface → Menu Items. This opens a search view where you may locate the menu item to be edited by entering its entire name specified as menu hierarchy in the Menu field or specifying its immediate parent menu name in Parent Menu. As an example, locate the menu item AdministrationTranslationsImport ExportExport Translation and click on this entry to open its corresponding form. You could now edit this form but do not do that, read the next paragraph first – change its Parent Menu, which moves the entry to a different part of the menu system; edit its Menu name to change how it appears in the menu tree, or give it a new Icon. Or you could give it a new Action entirely but this would lose the point of this particular exercise. Instead of editing this form, which is the original menu entry, duplicate it. With the web client you must first make the form read-only by clicking the Cancel button, then you click the Duplicate button that appears in the