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A step by step guide to teach how to configure an ERP5 instance using ERP5 Configurator

Last Update:2020-05-26
Version:007
Language:en

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Using the ERP5 Configurator

Small and Medium Business

In this tutorial you are going to learn how to configure your ERP5 instance for your company using the ERP5 Configurator. By using Configurator, you can have an ERP5 ready to use in few minutes, just by filling a few forms and waiting for the automated setup to do the hard job for you.

Standard Configuration

This configurator tutorial aims to configure one ERP5 instance for Small and Medium Business, and it should cover the most basic configuration that a SMB needs, like, Trade, Accounting, Document Management and others.

The Standard Configuration contains a pre-defined set of categories, modules, security which focus the most common ERP configuration scope for small and medium company world-wide. This configuration is appropriated to experiment and train yourself to ERP5 or use in production where this ERP configuration fits to the company needs.

setTimeout	60000
deleteCookie	LOCALIZER_LANGUAGE
createCookie	LOCALIZER_LANGUAGE=en
openAndWait	${base_url}/view
store	${base_url}/portal_configurator	configurator_base_url
openAndWait	${base_url}/Zuite_setUpConfigurationTest
verifyTextPresent	Init Ok

Configure your Site

Use the "My favourites" Menu to select "Configure your Site" and start to configure your ERP5 Site. You will be redirected to the Configurator Tool.

Welcome to Configurator

This is the Initial Page of the configurator, at this stage you can select whatever Configuration that you prefer. For this tutorial we are going to select SMALL AND MEDIUM BUSINESS.

Your Organisation

You will then have to fill all the information about your Company. It is important for you to enter the correct information as it wont be possible after the configuration to change them by yourself. Once it is done, just click on "Configure Organisation".

Note: You are configuring the ERP5 instance for your company, so please use the information of your company, such as Name, Email, Address, Country, and Users' information.

verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	Your organisation
verifyTextPresent	What is the name of your company?
verifyTextPresent	Email
verifyTextPresent	Telephone
verifyTextPresent	Street Address
verifyTextPresent	Postal Code
verifyTextPresent	City
verifyTextPresent	Country
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure Organisation
type	//input[@name="field_your_title"]	Nexedi SA
type	//input[@name="field_your_default_email_text"]	webproject-report@erp5.org
type	//input[@name="field_your_default_telephone_text"]	+123 234 567 891
type	//textarea[@name="field_your_default_address_street_address"]	270 bd Clémenceau, 59700 Marcq-en-Baroeul
type	//input[@name="field_your_default_address_zip_code"]	59700
select	//select[@name="field_your_default_address_region"]	Europe/Western Europe/France
clickAndWait	//input[@name="next:method"]
verifyTextPresent	Input is required but no input given.
verifyValue	//input[@name="field_your_title"]	Nexedi SA
verifyValue	//input[@name="field_your_default_email_text"]	webproject-report@erp5.org
verifyValue	//input[@name="field_your_default_telephone_text"]	+123 234 567 891
verifyValue	//textarea[@name="field_your_default_address_street_address"]	270 bd Clémenceau, 59700 Marcq-en-Baroeul
verifyValue	//input[@name="field_your_default_address_zip_code"]	59700
verifyValue	//select[@name="field_your_default_address_region"]	europe/western_europe/france
type	//input[@name="field_your_default_address_city"]	Lille
clickAndWait	//input[@name="next:method"]

Number of user accounts

You will then have to choose how many user accounts you want to create during the configuration. You will be able to create as many users as you want even after the configuration. So you don't have to configure all the persons of your organisation that will use ERP5 now. Click on "Configure user accounts number".

verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	Number of user accounts
verifyTextPresent	Enter the number of user accounts you want to create. In your company, each person using ERP5 should have his own user account.
verifyTextPresent	Select the number of user accounts you want to configure
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure user accounts number
verifyValue	//input[@name="previous:method"]	Previous
verifyElementPresent	//input[@name="previous:method"]
clickAndWait	//input[@name="previous:method"]
verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	Your organisation
verifyTextPresent	What is the name of your company?
verifyTextPresent	Email
verifyTextPresent	Telephone
verifyTextPresent	Street Address
verifyTextPresent	Postal Code
verifyTextPresent	City
verifyTextPresent	Country
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure Organisation
verifyValue	//input[@name="field_your_title"]	Nexedi SA
verifyValue	//input[@name="field_your_default_email_text"]	webproject-report@erp5.org
verifyValue	//input[@name="field_your_default_telephone_text"]	+123 234 567 891
verifyValue	//textarea[@name="field_your_default_address_street_address"]	270 bd Clémenceau, 59700 Marcq-en-Baroeul
verifyValue	//input[@name="field_your_default_address_zip_code"]	59700
verifyValue	//select[@name="field_your_default_address_region"]	europe/western_europe/france
verifyValue	//input[@name="field_your_default_address_city"]	Lille
clickAndWait	//input[@name="next:method"]
verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	Number of user accounts
verifyTextPresent	Enter the number of user accounts you want to create. In your company, each person using ERP5 should have his own user account.
verifyTextPresent	Select the number of user accounts you want to configure
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure user accounts number
verifyValue	//input[@name="previous:method"]	Previous
verifyElementPresent	//input[@name="previous:method"]
select	//select[@name="field_your_company_employees_number"]	1
clickAndWait	//input[@name="next:method"]

User accounts configuration

You will then have to fill in all the information for as many users as you selected before. ATTENTION: Do NOT use the username "zope". Please notice that in an online environment the useres will receive their login and password by email so be careful to enter the right email address. When it is done you can click on "Configure user accounts".

verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	User accounts configuration
verifyTextPresent	Fill in detailled information for each ERP5 user.
verifyTextPresent	User accounts configuration
verifyTextPresent	Fill in detailled information for each ERP5 user.
verifyTextPresent	First Name
verifyTextPresent	Last Name
verifyTextPresent	User Login
verifyTextPresent	User Password
verifyTextPresent	Password Confirmation
verifyTextPresent	Function
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure user accounts
verifyValue	//input[@name="previous:method"]	Previous
verifyElementPresent	//input[@name="previous:method"]
type	//input[@name="field_your_first_name"]	Ivan
type	//input[@name="field_your_last_name"]	Petrov
type	//input[@name="field_your_reference"]	PERSON_RESERVED_REFERENCE
type	//input[@name="field_your_password"]	secret
type	//input[@name="field_your_password_confirm"]	secret
select	//select[@name="field_your_function"]	Company/Company Manager
type	//input[@name="field_your_default_email_text"]	webproject-report@erp5.org
clickAndWait	//input[@name="next:method"]
verifyTextPresent	User login is either already used or contains invalid characters
verifyTextPresent	Please try another one
type	//input[@name="field_your_reference"]	PERSON_USER_REFERENCE
clickAndWait	//input[@name="next:method"]

Accounting

You will then have to choose the accounting plan you want to use (If the accounting plan that you want to use is not available, we can teach you how to make your accounting plan available in ERP5). Then you have to enter the accounting period beginning date, the ending date and the name of the accounting period. When it is done you can click on "Configure accounting".

verifyTextPresent	Installation and configuration
verifyTextPresent	Installation steps
verifyTextPresent	Number of user accounts
verifyTextPresent	User accounts configuration
verifyTextPresent	Accounting
verifyTextPresent	Application preferences
verifyTextPresent	Download
verifyTextPresent	Accounting
verifyTextPresent	Configure your accounting.
verifyTextPresent	Which accouting plan do you use?
verifyTextPresent	Accounting Period
verifyTextPresent	Accounting Periods are used to define the range of dates in which you will be allowed to input accounting transactions.
verifyTextPresent	To start using the system, you have to configure the first accounting period.
verifyTextPresent	What is the begin date of your current accounting period?
verifyTextPresent	What will be the end date of your current accounting period?
verifyTextPresent	What is the name of this period?
verifyElementPresent	//input[@name="next:method"]
verifyValue	//input[@name="next:method"]	Configure accounting
verifyValue	//input[@name="previous:method"]	Previous
verifyElementPresent	//input[@name="previous:method"]
verifyValue	//input[@name="subfield_field_your_period_start_date_year"]	2012
verifyValue	//input[@name="subfield_field_your_period_start_date_month"]	01
verifyValue	//input[@name="subfield_field_your_period_start_date_day"]	01
verifyValue	//input[@name="subfield_field_your_period_stop_date_year"]	2012
verifyValue	//input[@name="subfield_field_your_period_stop_date_month"]	12
verifyValue	//input[@name="subfield_field_your_period_stop_date_day"]	31
verifyValue	//input[@name="field_your_period_title"]	2012
clickAndWait	//input[@name="next:method"]

Application Preferences

You will then have to choose the "from" email address of your account. This email address will be used for automatically generated emails. You have to select the default accounting currency and the languages that you want to be available in your instance. English will always be available, other languages have to be installed during the configuration process. When it is done you can click on "Configure ERP5 Preferences".

Summary

This step is to say that we have all the information needed for the installation. It is still possible to go back and correct wrong information, but once you will have clicked on 'Install' it won't be possible anymore. When you are sure of the information you filled, you can click on "Install".

Installation

You can follow the installation progress thanks to the "installation progress bar". Even if you quit the page, you won't be able to stop the installation process. Once it is done you will see a link at the end of the progress bar that will invite you to login to your ERP5 Instance. If you are running ERP5 in a virtual machine on a slow computer it could happen that you get a message "Error code 500". Don't worry, this only means that it takes a long time to configure ERP. In this case, just wait some more minutes and then return to your ERP5 instance (in the virtual machine you can do this by clicking the home button). Then you have to click "My Favourites" -> "Log out" to log out from the emergency user. Then you can log in again using your user you just created.

Start using your new ERP5 system

As soon the link is provided, click "Start using your new ERP5 system" to use your configured ERP5.

Login

Now you can login with the user Login and Password created during the configuration and enjoy your ERP5.

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Configure ERP5 for Small and Medium Business with Configurator