The purpose of this step by step guide and video is to help someone with moderate IT skills and ability to follow directions install a working version of OpenERP 7 on an Ubuntu server. This is a basic setup that would be useful for development and testing purposes. Below is the basic steps that are used in this video presentation to setup OpenERP 7.0.
Installing Oracle VM Virtual Box
This setup is for people with some technical expertise who want to setup OpenERP for development, testing, or perhaps trying the system out for some potential uses in their business. Oracle's VM Virtual Box is perfect for this sort of installation as you can quickly get up and running on your existing hardware. All the steps are essentially the same as installing Ubuntu on dedicated hardware. This method allows you to get up and going very fast.
Step 1: Download VM Virtual Box - http://www.oracle.com/technetwork/server-storage/virtualbox/downloads/index.html
Step 2: Install VM Virtual box
Step 3: Create a new server in VM Virtual Box
Step 1: Download Ubuntu - http://www.ubuntu.com/download/desktop
For this guide we downloaded version 12.10. Any recent version of Ubuntu should work as well although you may run into issues if you use a version before 10.05. Remember where you save the ISO.
Step 2: Mount the ISO in Virtual Box
In the VM manager go to settings and choose storage. There you will see your virtual CD. Click the small icon on the right to select your downloaded Ubuntu ISO and mount it.
Step 3: Start the Ubuntu server and install the OS
The process is very straight forward. Just follow the prompts. Make sure you choose 'install' instead of the option to simply 'try' Ubuntu. NOTE: DO NOT MAKE YOUR USER 'openerp'. We will be using that user login to run the openerp server. If you use openerp as the primary login for the server you may have trouble completing the rest of the steps in this guide.
Step 4: Reboot the server
Configure the openerp user and install PostGRES
Step 1: Type ctrl-alt-T to bring up the command window
The graphical interface is little or no use in installing OpenERP.
Step 2: Configure the openerp user
sudo adduser --system --home=/opt/openerp --group openerp
This command creates a user named 'openerp' configured as a system user. There is no login or password for this user.
Step 3: Install Postgre
sudo apt-get install postgresql
This command will install all the necessary libraries for postgres.
sudo su - postgres
This command logs you in as the postgres user so that you can configure the database
createuser --createdb --username postgres --no-createrole --no-superuser --pwprompt openerp
This command will create the user and prompt you to enter a password. Make sure you don't forget the password.
This command will log you out of the postgres account.
Install the Python Dependencies
This step is easy but a bit tedious. OpenERP does not automatically install all the python libraries it needs to run. You need to install them manually.
TIP: Use the up arrow on your keyboard to bring up the previous command. Then just change the end extension. I do this to keep from having to type python over and over again
Here is the complete list. If you happen to skip one you will see an error during installation that will identify to you which dependency you are missing.
sudo apt-get install python-docutils
sudo apt-get install python-gdata
sudo apt-get install python-mako
sudo apt-get install python-dateutil
sudo apt-get install python-feedparser
sudo apt-get install python-lxml
sudo apt-get install python-libxslt1
sudo apt-get install python-ldap
sudo apt-get install python-reportlab
sudo apt-get install python-pybabel
sudo apt-get install python-pychart
sudo apt-get install python-openid
sudo apt-get install python-simplejson
sudo apt-get install python-psycopg2
sudo apt-get install python-vobject
sudo apt-get install python-tz
sudo apt-get install python-vatnumber
sudo apt-get install python-webdav
sudo apt-get install python-xlwt
sudo apt-get install python-werkzeug
sudo apt-get install python-yaml
sudo apt-get install python-zsi
You really don't have to worry about typing a line more than once. It will just re-install it. Depending on the exact build you use it is possible one or more dependencies may be left out of this list. Typically the server will tell you if it is missing one and you can just install the missing dependency using the same syntax.
Download and Install the OpenERP software
Step 1: Download the appropriate build of OpenERP 7
The version in this example is the latest available as of Dec 19, 2012. There will be a final release in the next few days and you will likely want to use that build instead. Just change out the link.
You will get a little character progress bar that will show the package downloading.
Step 2: Unpack the TAR file
sudo tar xvf ~/openerp-7.0alpha-latest.tar.gz
Naturally you will want to replace the actual name above with the build you have decided to download.
Step 3: Set the permissions on the files
sudo chown -R openerp: *
This command sets the permissions on the file for the openerp user
Step 4: Copy the files over to a directory named Server
Because build names change a lot and can be very cryptic it makes sense to copy the files into a directory that is more friendly.
IMPORTANT: You will likely want to do a 'dir' to get the actual directory name that was created from the extracted files. While the wrapper file in this instance was openerp-7.0alpha-latest.tar.gz, the directory created was openerp-7.0alpha-20121206-000102. Therefore this is the name we must use when we copy over the files.
sudo cp -a openerp-7.0alpha-20121206-000102 server
Once again you will want to replace the above command with the name of the build you actually downloaded.
Configure the OpenERP 7 Server config file
Step 1: Copy the configuration file
There in a config file in the install directory that we can copy into the /etc directory to get the server up and running.
sudo cp /opt/openerp/server/install/openerp-server.conf /etc/
sudo chown openerp: /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf
Step 2: Open the OpenERP configuration file
sudo nano /etc/openerp-server.conf
Step 3: Change the password in the config file
Find the entry db_password=false. Change the entry from "False" to the password you used in the PostGres installation
Start the Server and Test the Installation
Step 1: login to the openerp account
sudo su - openerp -s /bin/bash
Step 2: Run the command to start the server
Step 3: Test the Installation in the browser
Fire up the Firefox browser and navigate to http://0.0.0.0:8069
If the installation has gone successfully then you should see the OpenERP prompting you to create your first database!