Installing New Functionality¶
All of OpenERP'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 are mostly not installed in your database at the outset, they are available on your computer for immediate installation. Additional modules can also be loaded online from the official OpenERP site http://openerp.com. These modules are inactive when they are loaded into the system, and can then be installed in a separate step.
You will start by checking if there are any updates available online that apply to your initial installation. Then you will install a CRM module to complete your existing database.
Updating the Modules list¶
Click Settings ‣ Modules ‣ Update Modules List to start the updating tool. The Module Update window opens notifying the user that OpenERP will look at the server side for adding new modules and updating existing ones.
Click Update to start the update on the server side. When it is complete, you will see a Module update result section indicating how many new modules were added and how many existing modules were updated. Click Open Modules to return to the updated list.
All the modules available on your computer can be found in the addons directory of your OpenERP 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.
One of the new features of OpenERP is the Configuration. This provides an easy way to install modules, thanks to its user-friendly and easy-to-use interface. After installing any featured openERP application you will find out the Configuration Menu. The user may invoke this form at his own convenience using the menu Settings ‣ Configuration ‣ ....
Why did we call it the Configuration? Indeed, because it allows the user to review installed applications and install related additional features or simply to install new applications on the fly.
When you go through the various steps in the Configuration, you will come across some options that are checked. These are applications already installed. In the openerp_ch02 database configuration. Install extra applications simply by checking the corresponding options and clicking Apply.
You may continue adding features this way, skip configuration steps or simply exit from this configuration. When you feel the need to load your system with additional features, you may invoke at Configure again at any point.
Installing an Application / Module from the Modules list¶
You will now install a module named google_doc, Google Docs integration: using spreadsheets and text files In general, many users have a multitude of tools and files to conduct their daily business. Besides using your ERP, many amongst us still use separate text and spreadsheet files to cover specific business needs. We now offer you to integrate text and spreadsheet files with OpenERP 7.0. This offers to the end user the possibility to take these files into account whilst using OpenERP 7.0. Its purpose is to offer a quick fix solution for those users, where the creation of a custom module to cover that particular user need would take some more time to obtain. Take a job opening in the Recruitment Process App as an example of an OpenERP object: you can attach an interview evaluation form you maintain in Google Docs, and dynamically link it to the said job application. Then, you can share this Google Docs file with the persons you wish. Taking this example a step further, you can link a document template, say your interview evaluation template, and link them to all your job openings. And every time you have a need to hire, you can mobilize the Google Doc-based evaluation template. Upon the one click installation of the Google Docs module, its configuration section allows you to specify models or templates. Prior to this, don’t forget to specify your personal Google Docs credentials in your User configuration menu.
Open the list of modules from Settings ‣ Modules ‣ Modules. Search for the module by entering the name google_doc in search text in the list that appears 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 Install and the status of the module changes to Installed.
From now you can schedule and install modules from kanban view using Install button.
If you select a module in any of the module lists by clicking on a module line and then on Technical Guide from the top Print button, OpenERP produces a technical report on that module. It is helpful only if the module is installed.
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 have made and all the other modules you have installed.
Then, either use the menu Settings ‣ Modules ‣ Apply Scheduled Upgrades, or from the Actions section click Apply Scheduled Upgrades, then Start update on the Module Upgrade form that appears. Close the window when the operation has completed. Return to the Sales menu; you will see the new menu Products has become available.
Installing a Module with its Dependencies¶
Now install the Warehouse Management module using the same process as before. Start from Settings ‣ Modules ‣ Modules.
Get the Kanban view of modules, and search for the stock module in that view.
Schedule the module for installation by clicking Install.
Do the same for account.
After a few seconds, installation is completed.
You will see details of all the features installed by the modules on a new Features tab on the module form.
When you return to the Warehouse menu, you will find the new menu items under it like Warehouse ‣ Warehouse Management ‣ Incoming Shipments, Warehouse ‣ Products Moves, which are a part of the Warehouse management system. You will also see all the accounting functions that are now available in the Accounting 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 sub-menus to menus already in the system. Other modules add menus and sub-menus 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 is 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, OpenERP automatically selects all the necessary dependencies to install this module.
That is 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 cannot remove them in one fell swoop – you would 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 is not perfect in OpenERP. It is not guaranteed to return the system exactly to the state it was in before installation.
So it is 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 are suitable or not. If they are not, then you can return to your backup. If they are, then you will probably still reinstall the modules on your backup so that you do not have to delete all your test data.
If you wanted to uninstall, you would use the menu Settings ‣ Modules ‣ Installed Modules and then uninstall them in the inverse order of their dependencies: stock, account from the form view's Uninstall button.
Installing Additional Functionality¶
To discover the full range of OpenERP'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 will automatically include demonstration data because you checked the Load Demonstration Data checkbox when you originally created the database.
Click Settings ‣ Modules ‣ Modules to give you an overview of all of the modules available for installation.
To test several modules, you will not have to install them all one by one. You can use the dependencies between modules to load several at once.