2
.. i18n: Standardizing Structures
3
.. i18n: ========================
6
Standardizing Structures
7
========================
9
.. i18n: You now have a configuration that enables you to automatically get a directory structure linke to
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.. i18n: OpenERP for each resource, such as for projects and orders. The ideal situation would now be to
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.. i18n: automatically structure the documents about projects, say. For example, you could classify them
12
.. i18n: depending on their type:
15
You now have a configuration that enables you to automatically get a directory structure linke to
16
OpenERP for each resource, such as for projects and orders. The ideal situation would now be to
17
automatically structure the documents about projects, say. For example, you could classify them
18
depending on their type:
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.. i18n: * Quotations,
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.. i18n: * Meeting Minutes,
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.. i18n: * Delivery Documents,
26
.. i18n: * Documentation.
37
.. i18n: OpenERP provides you with a system that lets you create a structure type for each type of a given
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.. i18n: document. It then provides that classification for all documents in the directories structured in
42
OpenERP provides you with a system that lets you create a structure type for each type of a given
43
document. It then provides that classification for all documents in the directories structured in
46
.. i18n: So create the structure above for your project management system. To do that, create the four
47
.. i18n: directories above and give them the following data:
50
So create the structure above for your project management system. To do that, create the four
51
directories above and give them the following data:
53
.. i18n: * **Type** : Static Directory,
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.. i18n: * **Linked Model** : Analytic Account.
58
* **Type** : Static Directory,
60
* **Linked Model** : Analytic Account.
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.. i18n: Then in each project (represented by analytic accounts) you'll get this substructure for
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.. i18n: organizating your documents efficiently.
66
Then in each project (represented by analytic accounts) you'll get this substructure for
67
organizating your documents efficiently.
69
.. i18n: .. figure:: images/document_shared_structure.png
71
.. i18n: :align: center
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.. i18n: *Substructure common to all projects*
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.. figure:: images/document_shared_structure.png
80
*Substructure common to all projects*
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.. i18n: .. tip:: Mapping
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.. i18n: In practice, OpenERP doesn't create directories or files for every resource.
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.. i18n: It actually manages this by mapping between OpenERP resources and the FTP interface
87
.. i18n: This approach gives a lot of flexibility because there's no synchronizing to do, nor any redundancy.
88
.. i18n: Changes in either the document management system or in OpenERP will automatically be reflected
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.. i18n: over in the other side.
91
.. i18n: And system resources are obviously not used up by storing things twice.
96
In practice, OpenERP doesn't create directories or files for every resource.
97
It actually manages this by mapping between OpenERP resources and the FTP interface
99
This approach gives a lot of flexibility because there's no synchronizing to do, nor any redundancy.
100
Changes in either the document management system or in OpenERP will automatically be reflected
101
over in the other side.
103
And system resources are obviously not used up by storing things twice.
105
.. i18n: Once a new project has been defined in OpenERP, the system automatically creates a directory
106
.. i18n: corresponding to the project in the right place in the document management system, and creates a
107
.. i18n: structure type there for classifying documents.
110
Once a new project has been defined in OpenERP, the system automatically creates a directory
111
corresponding to the project in the right place in the document management system, and creates a
112
structure type there for classifying documents.
114
.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
119
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
120
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
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.. You may take electronic copy of this publication and distribute it if you don't
124
.. change the content. You can also print a copy to be read by yourself only.
126
.. i18n: .. We have contracts with different publishers in different countries to sell and
127
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
128
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
129
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
130
.. i18n: .. rights of these sales.
133
.. We have contracts with different publishers in different countries to sell and
134
.. distribute paper or electronic based versions of this book (translated or not)
135
.. in bookstores. This helps to distribute and promote the OpenERP product. It
136
.. also helps us to create incentives to pay contributors and authors using author
137
.. rights of these sales.
139
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
140
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
141
.. i18n: .. written authorisation for this.
144
.. Due to this, grants to translate, modify or sell this book are strictly
145
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
146
.. written authorisation for this.
148
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
149
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
150
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
151
.. i18n: .. printed in initial capitals.
154
.. Many of the designations used by manufacturers and suppliers to distinguish their
155
.. products are claimed as trademarks. Where those designations appear in this book,
156
.. and Open Object Press was aware of a trademark claim, the designations have been
157
.. printed in initial capitals.
159
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
160
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
161
.. i18n: .. resulting from the use of the information contained herein.
164
.. While every precaution has been taken in the preparation of this book, the publisher
165
.. and the authors assume no responsibility for errors or omissions, or for damages
166
.. resulting from the use of the information contained herein.
168
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium