Amazon AWS Platform

Implementation and Customization Service:

http://hvantage.co.in/services/customization-implementation-service/-openerp/-openerp-implementation-methodology.html The following is an overview of our implementation process and the activities we perform or assist you in performing.

1. Business Review

• This step begins during our sales process. We speak with you and your users about their requirements and how they currently perform their duties.
• We identify the current processes and document them.
• This provides us with an understanding of your business environment and helps us speak your language.

2. Project Planning

Gap Analysis

• Helps us to cover the functional gap.

Project Planning

• We work with your team to identify the discrete tasks, responsibilities and timelines for your project.
• Establish proper system policies for maintaining and backing-up data.
• Executing tasks as per the Implementation Plan in conjunction with the Project Team.
• Creation of required custom reports.

3. Reengineering, Installation, Team training, Conference room pilot testing

Customizing, installing and/or upgrading modules and copy it to a test database for use in the pilot testing phase of the project.

Training

• Our training approach focuses on developing user comfort with the applications they will be using.
• When you go live, we want your users to know their part of the system and feel comfortable with it.
• Our training approach focuses on developing user comfort with the applications they will be using.
• When you go live, we want your users to know their part of the system and feel comfortable with it.

(I) Project Team Training:

• The assigned project lead(s) and project team members will be provided top-level training on the entire system to provide an overview of the modules and how they are set up.
• The following are some examples of key areas that will be addressed during training: A) Coverage on the use of all modules included in your system configuration. B) How to customize the setup of modules to fit your business.

(II) End-User Training:

Go-Live!

During the go-live period we ensure that all requirements have been covered to ensure a smooth transition onto the new business system. It is at this time that all tasks on the project plan have been complete, all users trained, all processes re-engineered, and the final data migration/conversion is performed.

Post Implementation Review and Continuous Improvement

A plan for on-going improvement will be discussed and project planning for additional phases of your implementation may be scheduled.

Functional Training:

ERP User and Functional Training We can provide an in-depth training on how to effectively use ERP.

Objectives

• Understand the functional concepts
• Work with the software on a daily basis

Training Agenda :

Introduction and Installation of ERP - 1 hour

• Install and Create New Database
• System Administration

Products and Partners – 1 hour

• What is a product?
• How to configure differnt types of Products and services in ERP
• What are Partners?
• How to add Customers and Suppliers

Purchases and Sales – 1 hour

• Purchases Management flow
• Sales Management flow
• Price lists

OpenERP CRM and Pragmatic CRM – 1 hour

• Leads
• Opportunities
• Meetings
• Accounts
• Trouble tickets

Human Resources (HR) – 1 hour

• Employees
• Expenses
• Holidays
• TimeSheets

Financial Management – 1 hour

• Chart of accounts
• Journals
• Fiscal year
• Closing
• Reconcilation
• From Invoice to Payment
• Analytical Accounts and budgeting
• Legal Reports Blanace Sheet, Income Statement

Project Management- 1 hour

• Project with tasks and phases
• Contracts
• Invoicing from projects
• Task analysis

Stock and Inventory Management – 1 hour

• Warehouse and locations
• Stock moves
• Real and Virtual Stock
• Goods Receipt Note

OpenERP 3-2-1 Launch:

OpenERP Modules Installed:

OCore Modules

A list of modules pre-configured and preinstalled in the OpenERP has been mentioned. For details, please click on the link provided.

Technical Name	Module Name
Crm	CRM
mail	Social Network
account_voucher	eInvoicing & Payments
account_accountant	Accounting and Finance
sale	Sales Management
stock	Warehouse Management
purchase	Purchase Management
account	eInvoicing
account_chart	Template of Charts of Accounts
account_report_company	Invoice Analysis per Company
analytic	Analytic Accounting
audittrail	Audit Trail
auth_crypt	Password Encryption
auth_signup	Signup
base	Base
base_action_rule	Automated Action Rules
base_calendar	Calendar
base_import	Base import
base_setup	Initial Setup Tools
base_status	State/stage Management
base_vat	VAT Number Validation
board	Dashboards
contacts	Address Book
decimal_precision	Decimal Precision Configuration
edi	Electronic Data Interchange (EDI)
email_template	Email Templates
fetchmail	Email Gateway
l10n_in	Indian - Accounting
portal	Portal
portal_crm	Portal CRM
portal_sale	Portal Sale
portal_stock	Portal Stock
process	Enterprise Process
procurement	Procurements
product	Products & Pricelists
resource	Resource
sale_crm	Opportunity to Quotation
sale_stock	Sales and Warehouse Management
share	Share any Document
warning	Warning Messages and Alerts
web	Web
web_calendar	Web Calendar
web_diagram	ERP Web Diagram
web_gantt	Web Gantt
web_graph	Graph Views
web_kanban	Base Kanban
web_shortcuts	Web Shortcuts
web_tests	Tests
web_view_editor	View Editor

Additional Modules Installed

Audit Trail :

Technical Name	Category
Category	Extra Tools
Menu	Reporting -> Audit

This module allows administrator track every user operation on all the objects of the system. In business there are number of users. It is tedious task for an administrator to track all users' activity. ERP introduces a unique feature to track user activity on any model. It means a user perform any action [like create, modify, delete] on any model and all those performed action can be seen by administrator by logs. This feature is introduced in Audit Trail module. To track user activity you need to create audit rule. Audit rules are specified on a particular model that one needs. One Can assign user to track his activity. The rules tell the system which activities performed by the user need to be logged. 1] Create Rule. 2] To activate the audit rule you need to first 'Subscribe' to the audit rule.

2] Database Backup (db_backup):

Used for taking back up of databases on regular interval. We have written module for this since ERP 7 / ERP 8 do not have support with module that is earlier available for version 6.

Technical Name	db_backup
Category	Tools
Menu	Settings -> Configuration->Backup Folder Path

A path to backup folder is set in settings->Configuration->Backup Folder Path which is by default set to /home/ubuntu/db_backup in your instance drive.

3] Auth_ crypt(Password Encryption) :

Used for taking back up of databases on regular interval. We have written module for this since ERP 7 / ERP 8 do not have support with module that is earlier available for version 6.

Technical Name	Auth_crypt
Category	Extra Tools

By default ERP saves password in plain text. You can find it in res_users that contains list of users and their passwords. Once you switch to encrypted passwords you can't recover user passwords anymore . Currently, thetre is no provision to make passwords encrypted by default. After installing this module, it removes text password field and adds new field named,:password_crypt which saves password in encrypted format. It uses md5crypt FreeBSD crypt(3) based on but different from md5. Important: uninstalling it may cause issue with your logging. Old password is recovered after unistalling it.

4] Auth_ldap(Authentication via LDAP):

LDAP: A common usage of LDAP is to provide a "single sign-on" where one password for a user is shared between many services, such as applying a company login code to web pages. To use this model you need to have user ldap server up and running.

Technical Name	Auth_crypt
Category	Authentication
Menu	Settings -> Companies -> Companies->Configuration

This module allows users to login with their LDAP username and password, and will automatically create ERP users for them on the fly. Install python package, ELSE users_ldap module in openERP will not function. Using sudo apt-get install python-ldap. After installing this module, you need to configure the LDAP parameters in the Configuration tab of the Company details. Different companies may have different LDAP servers, as long as they have unique usernames (usernames need to be unique in ERP, even across multiple companies).Users' LDAP passwords are never stored in the ERP database, the LDAP server is queried whenever a user needs to be authenticated. No duplication of the password occurs, and passwords are managed in one place only.

5] Base_action_rule(Automated Action Rules)::

Technical Name	base_action_rule
Category	Sales
Menu	Settings -> Technical -> Automated Action

This module allows to implement action rules for any object. Use automated actions to automatically trigger actions for various screens. Example: A lead created by a specific user may be automatically set to a specific sales team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email. **You need to activate Technical features of user to see this option. Few actions you can trigger are send Email, send SMS, etc. Provided that you have configured your mail gateway (for email), or any other settings required at your side.

6] Base_import(Base import):

Technical Name	base_import
Category	Uncategorized
Menu	Import link beside Create on many forms

For Administrator to activte this option, there are two ways.
1) Install base_import module or
2) Check Import/Export in Settings -> General Settings.
This module is used for importing data from users CSV(Comma-separated values) file. When you have too many entries to make in your database, and data is available in csv file or a csv can be generated from another file then this module will come to your rescue. 1) To import click import and your values will be visible(NOT yet inserted), then you need to select corresponding columns for each value in csv. 2) After this, click validate to validate your value to column insert ralation.(All required fields must be inserted). 3) Finally click on import to insert data.

7] Base_setup(Initial Setup Tools):

Technical Name	base_setup
Category	Technical Settings
Menu	Settings->Configuration->General Settings

This module helps to configure the system at the installation of a new database.
It allows you to select between list of profiles to install:
1) Minimal profile
2) Accounting only
3) Services companies
4) Manufacturing companies
It also asks screens to help easily configure your company, the header and footer, the account chart to install and the language, email gateway setting, etc.

8] Base_status(State/Stage Management):

Technical Name	base_setup
Category	Technical Settings
Menu	Sales->Phone Calls

Time line tracking of actions for leads can be done with this module.
Example: Schedule a call with client on particular day and time. Priority of calls can be set as well. You can fix meeting and convert calls to opportunity. You can change status of call accordingly (held, done). Potential Lead and opportunity can be followed with this module.

9] Base_vat:(VAT Number Validation):

Technical Name	base_vat
Category	Dependency
Menu	Settings->Companies->(Your company Name)-> VIES VAT Check (Each Partner) ->Accounting->TIN/VAT

** Check the VAT number depending of the country.
After installing this module, values entered in the VAT field of Partners will be validated for all supported countries. The country is inferred from the 2-letter country code that prefixes the VAT number.
e.g. BE0477472701 will be validated using the Belgian rules.
If customer is subjected to VAT then to check TIN (Tax identification Number) validity, mark the check box in partners Accounting option.
There are two different levels of VAT number validation:
1) By default, a simple off-line check is performed using the known validation rules for the country, usually a simple check digit. This is quick and always available, but allows numbers that are perhaps not truly allocated or not valid anymore.
2) When the "VAT VIES Check" option is enabled (in the configuration of the user's Company), VAT numbers will be instead submitted to the online EU VIES database, which will truly verify that the number is valid and currently allocated to a EU company. Slow since required Internet connection.

10] Board(Dashboards):

Technical Name	board
Category	Technical Settings
Menu	Reporting->Configuration->Create Board Reporting->Dashboards->My Dashboard

After installing this module, User can create custom dashboard and add data to it according to his needs. To add the first report into this dashboard, go to any menu, switch to list or graph view, and click 'Add to Dashboard' in the extended search options on upper right corner. You can filter and group data before inserting into the dashboard using the search options.

11] Contacts(Address Book):

Technical Name	contacts
Category	Extra Tools
Menu	Messaging->Organizer->Contacts

All the contacts information is shown in mentioned menu. A contact can be a company that itself contains one or more contact persons' information. You can create, delete or modify contact information.

12] Web_shortcuts(Web Shortcuts):

Technical Name	web_shortcuts
Category	Extra Tools
Menu	Add a Shortcut icon besides the views title in order to add/remove a shortcut.

It is always convenient have shortcuts to the menu you use more often. Web shortcuts module is way to create user shortcuts for is web interface according to his choice. Adds a Shortcut icon besides the views title in order to add/remove a shortcut. A star beside your login name contains all the shortcut options you have selected.To add a shortcut go to any tree or form view and click on star on that view that appears before form name still it turns yellow. After this you can check your selection is added in to shortcuts by clicking on star on view title beside your login name.

13] Warning (Warning Messages and Alerts):

Technical Name	web_shortcuts
Category	Extra Tools
Menu	(Each Partner) ->Warning

**The warning module just give the warning and keep flow continue to the user.
Warning messages can be displayed for objects like sale order, purchase order, picking and invoice. The message is triggered by the form's on change event.
To add warning, go to particular partner, you will find warning tab. Add your warning messages on actions listed there. It is per user based warning message.

User Guide

OVERVIEW

Pragmatic Techsoft is a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
You can learn more about Pragmatic at http://hvantage.co.in/
OpenERP is a comprehensive suite of business applications including Sales, CRM, Project management, Warehouse management, Manufacturing, Financial management, Human Resources and more.
You can learn more about ERP at http://www.openerp.com
OpenERP is a pre-configured, secured, optimized and ready to run image for running ERP on Amazon EC2 in a production mode. ERP is a very popular business suite of application which covers the most important aspects of running a business including Sales, Purchase, Accounting, Finance, HR, Inventory Management, MRP, and POS. We have created a database with necessary modules such as automatic DB backups, Audit trails, encrypted passwords, warnings and alerts, Dashboards, VAT and some of the other must modules in ERP to run it effectively in production. You need to have your AWS instance. Lanuch your instance with Pragmatic AMI.To get Pragmtic AMI on your instance a link is provided on the landing page.

FEATURES

Easy To Get started

Launch your instance with pragmatic ERP AMI and start using it as soon as your instance is ready.

Free

OpenERP is a free instance to be used in cloud. No charges are applied for it's use. Only cost use have to bare is AWS hosting cost.

Ready To Use

OpenERP comes with preconfigured and production ready OpenERP on it. http://hvantage.co.in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html OpenERP_modules is the list of modules installed. You can start using it for your organization as soon as your instance is ready and running.

Data Back-up

Backup of database for your ERP is taken on regular interval to ensure your data is safe and secure. Additionally You can take backup manually.

View and Edit DB:

PhpPgAdmin 5.0.3 is installed to view and modify database easily.

INSTALLED COMPONENTS

Pragmatic ERP AMI commes with following componenets.

Pragmatic ERP AMI commes with following componenets.

ERP 7.0-20131204-002457 / ERP 8.0-20131204-002457
- PostgreSQL 9.1.10
- Python 2.7.3
- phpPgAdmin 5.0.3

REQUIREMENTS

Only requirement for you to start with is Amazon EC2 instance. One you have your Amazon account you can start your EC2 instance with this AMI.

How to access the instance

For accessing the ERP instance:
1) Go to browser.
2) Enter IP address of AWS instance to acess the ERP instance.
For ex:
If the IP address is 54.201.156.40, just go to link: http://54.201.156.40/ .

DEFAULT USERNAMES AND PASSWORDS

	ERP 7.0	ERP 8.0
Sample ERP Database account password:	user: admin passwd: ******	user: admin passwd: ******
The ERP administrative user and password is	user: admin passwd: ******	user: admin passwd: ******
Postgresql role/user and passwd for ERP	user: openerp passwd: ******	user: openerp8 passwd: ******

Tip:- ****** Represent The Instance ID that may look like i-db3dc8f8. Your password for User openerp / openerp8 in phpPgAdmin is your instance ID that may look like i-db3dc8f8.
To access your databse using phpPgAdmin, enter your_public_dns/phppgadmin in your browser. eg. http://ec2-52-1-114-80.compute-1.amazonaws.com/phppgadmin/ **Your public DNS is available on your EC2 page.

TROUBLESHOOTING

For any technical support contact
sales@hvantage.co.in

You can also see our Support Services

http://hvantage.co.in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#Support

You can find more information about this product at:

http://hvantage.co.in/

For any problem related to ERP, please visit

http://help.hvantage.com/questions/

LICENSES

Python is distributed under the Python 2.5 License, which is located at

http://www.hvantage.org/download/releases/2.5.1/license/

ERP is distributed under the AGPL-3 License, which is located at

http://www.hvantage.org/licenses/agpl-3.0.txt

libxml2 is distributed under the MIT license, located at

http://www.hvantage.org/licenses/mit-license.php

PostgresSQL is distributed under PostgreSQL License

http://www.hvantage.org/about/licence/

PhpPgAdmin is distributed under The GNU Public License

//raw.hvantage.com/phppgadmin/phppgadmin/master/LICENSE

Release Notes - Pragmatic ERP 2.0.0

Product Name:	Pragmatic ERP
OpenERP Version:	2.0.0
Release Date:	02 July 2014
Release Type:	Stable - Production Ready

Pragmatic ERP 2.0.0 | Build 08042014-100

What's New in Pragmatic ERP 2.0.0

OpenERP 2.0.0 is Second release of the production ready ERP AMI on AWS. It is totally free for personal as well as commercial use. It is pre-loaded with all essential modules that you may need in your ERP system.

Features

This release include essential modules (base,sale,account etc.) for an organization. We have included few more modules to add extra features to your ERP. Following are the installed modules for additional features.

• Audit Trail
• Auto Backup
• Password Encryption
• Automated Action Rules
• State/Stage Management
• VAT Number Validation
• Dashboards
• Address Book
• Web Shortcuts
• Warning Messages and Alerts

With the Second Release of Pragmatic ERP V8 following issues have been dealt:
1: Problem printing Report: wkhtmltopdf
2: Updated of Latest Code from Git ( 1st July 2014)
For more details on extra features click:
http://hvanage.co.in/labs/product-lab/hvanage-openerp-amazon-aws-platform.html#ERP_modules

Installation Instructions:

To get started with Pragmatic ERP you need to have AWS account. Start your instance with Pragmatic ERP AMI. For detailed installation guide click:
http://hvanage.co.in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#User_Guide

Installation Recommendations:

1] We recommend instance type small from instance family General purpose for system users upto 30.
2] We recommend instance type medium from instance family General purpose for system users upto 100.
3] We recommend instance type large from instance family General purpose for system users upto 200.
4] We recommend instance type small from instance family General purpose for system users upto 200+.
Any instance from other family will perform well but may not be needed though.

Known Issues:

We strongly adviced you to change instance type if you found your operations taking much time than required. Please follow recommendations mentioned on system user basis. **Check frequently for additions and updates to these release notes.

Contact details:

For any Queries please mail at sales@hvanage.co.in To report Bug/issue or any support service please visit: http://hvanage·co·in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#Support