Installing new functionality¶
All of Open ERP's functionality is contained in its many and various modules. Many of these, the core modules, are automatically loaded during the initial installation of the system and can be updated online later. Although they're mostly not installed in your database at the outset, they're available on your computer for immediate installation. Additional modules can also be loaded online from the official Open ERP site http://openerp.com. These modules are inactive when they're loaded into the system, and can then be installed in a separate step.
You'll start by checking if there are any updates available online that apply to your initial installation. Then you'll install a CRM module to complete your existing database.
Click Administration ‣ Modules Management ‣ Update Modules List to start the updating tool. The Scan for new modules window opens showing the addresses that Open ERP will look in for downloading new modules (known as the repositories), and updating existing ones.
Remote module repositories
If the repository list doesn't reflect your needs then you can edit it from Administration ‣ Modules Management ‣ Repository List. There you can link to new repositories by adding their URLs and disable listed ones by unchecking their Active checkbox. If you're not connected to the Internet then you probably want to disable anything there.
Your Open ERP installation must be configured with its addons directory as writable for you to be able to download anything at all. If it hasn't been, then you may need the assistance of a systems administrator to change your server's settings so that you can install new modules.
Click Check New Modules to start the download from the specified locations. When it's complete you'll see a New Modules window indicating how many new modules were downloaded and how many existing modules were updated. Click OK to return to the updated list.
It won't matter in this chapter if you can't download anything, but some of the later chapters refer to modules that aren't part of the core installation and have to be obtained from a remote repository.
All the modules available on your computer can be found in the addons directory of your Open ERP server. Each module there is represented by a directory carrying the name of the module or by a file with the module name and .zip appended to it. The file is in ZIP archive format and replicates the directory structure of unzipped modules.
Searching through the whole list
The list of modules shows only the first available modules. In the web client you can search or follow the First / Previous / Next / Last links to get to any point in the whole list, and you can change the number of entries listed by clicking the row number indicators between Previous and Next and selecting a different number from the default of 20.
If you use the GTK client you can search, as you would with the web client, or use the + icon to the top left of the window to change the number of entries returned by the search from its default limit of 80, or its default offset of 0 (starting at the first entry) in the whole list.
Installing a module¶
You'll now install a module named product, which will enable you to manage the company's products. This is part of the core installation, so you don't need to load anything to make this work, but isn't installed in the Minimal Profile.
Open the list of uninstalled modules from Administration ‣ Modules Management ‣ Modules ‣ Uninstalled modules. Search for the module by entering the name product in the search screen then clicking it in the list that appears below it to open it. The form that describes the module gives you useful information such as its version number, its status and a review of its functionality. Click Schedule for Installation and the status of the module changes to To be installed.
If you select a module in any of the module lists by clicking on a module line and then on Technical Guide at the top right of the window, Open ERP produces a technical report on that module. It's helpful only if the module is installed, so the menu Administration ‣ Modules Management ‣ Modules ‣ Installed Modules produces the most fruitful list.
This report comprises a list of all the objects and all the fields along with their descriptions. The report adapts to your system and reflects any modifications you've made and all the other modules you've installed.
Click Apply Scheduled Upgrades then Start Upgrade on the System Upgrade form that appears. Close the window when the operation has completed. Return to the main menu you'll see the new menu Products has become available.
Refreshing the menu in the GTK client
After an update in the GTK client you'll have to open a new menu to refresh the content – otherwise you won't see the new menu item. To do that use the window menu Form ‣ Refresh/Cancel.
Installing a module with its dependencies¶
Now install the CRM module (Customer Relationship Management) using the same process as before. Start from Administration ‣ Modules Management ‣ Modules ‣ Uninstalled modules.
Get the list of modules to install, and search for the crm module in that list.
Schedule the module for installation by clicking Schedule for Installation.
Click Apply Scheduled Upgrades on the action toolbar to the right.
Click Start Upgrade to install both modules.
After a wait, when the installation is complete, click Start Configuration.
Accept the defaults for accounts setup and select None for the chart of accounts.
You'll see details of all the features installed by the modules on a new Features tab on the module form.
When you return to the main menu you'll find the new customer relationship management menu CRM & SRM. You'll also see all the accounting functions that are now available in the Financial Management menu.
There is no particular relationship between the modules installed and the menus added. Most of the core modules add complete menus but some also add submenus to menus already in the system. Other modules add menus and submenus as they need. Modules can also add additional fields to existing forms, or simply additional demonstration data or some settings specific to a given requirement.
Dependencies between modules
The module form shows two tabs before it's installed. The first tab gives basic information about the module and the second gives a list of modules that this module depends on. So when you install a module, Open ERP automatically selects all the necessary dependencies to install this module.
That's also how you develop the profile modules: they simply define a list of modules that you want in your profile as a set of dependencies.
Although you can install a module and all its dependencies at once, you can't remove them in one fell swoop – you'd have to uninstall module by module. Uninstalling is more complex than installing because you have to handle existing system data.
Although it works quite well, uninstalling modules isn't perfect in Open ERP. It's not guaranteed to return the system exactly to the state it was in before installation.
So it's recommended that you make a backup of the database before installing your new modules so that you can test the new modules and decide whether they're suitable or not. If they're not then you can return to your backup. If they are, then you'll probably still reinstall the modules on your backup so that you don't have to delete all your test data.
If you wanted to uninstall you would use the menu Administration ‣ Modules Management ‣ Modules ‣ Installed Modules and then uninstall them in the inverse order of their dependencies: crm, account, product.
Installing additional functionality¶
To discover the full range of Open ERP's possibilities you can install many additional modules. Installing them with their demonstration data provides a convenient way of exploring the whole core system. When you build on the openerp_ch02 database you'll automatically include demonstration data because you checked the Load Demonstration Data checkbox when you originally created the database.
Click Administration ‣ Modules Management ‣ Modules ‣ Uninstalled modules to give you an overview of all of the modules available for installation.
To test several modules you won't have to install them all one by one. You can use the dependencies between modules to load several at once. For example, try loading the following modules:
To find these quickly, enter the word profile in the Name field of the search form and click Filter to search for the relevant modules. Then install them one by one or all at once.
As you update you'll see thirty or so modules to be installed. Move on from the System upgrade done form by clicking Start configuration and then accepting the default crm configuration and picking configuration in turn.
Finally install the additional modules Analytic Accounting and Document Management when you're offered that configuration option. Don't install any more - you now have quite a fully-loaded system to look at.
Click Home and you'll be returned to a dashboard, not the main menu you had before. To get to the main menu, use the MAIN MENU link.