3
.. i18n: single: deployment
14
.. i18n: As you've seen the complete architecture of Open ERP includes the following elements:
16
As you've seen the complete architecture of Open ERP includes the following elements:
18
.. i18n: * a database server,
20
.. i18n: * an Open ERP application server,
22
.. i18n: * an Open ERP client-web server,
24
.. i18n: * several clients that access the Open ERP server: they can either be web clients if the client-web
25
.. i18n: server is installed, or GTK clients.
29
* an Open ERP application server,
31
* an Open ERP client-web server,
33
* several clients that access the Open ERP server: they can either be web clients if the client-web
34
server is installed, or GTK clients.
37
.. i18n: single: deployment
42
.. i18n: .. note:: Deployment
44
.. i18n: Deployment is the process of putting a Open ERP database into a production-ready state,
45
.. i18n: where it can be used by everyone in your business for their daily work.
46
.. i18n: You'd usually configure Open ERP and load data into it on one development system,
47
.. i18n: train staff on that or another training system and
48
.. i18n: deploy it onto a production system that has better protection against failure, better security and
49
.. i18n: more performance.
53
Deployment is the process of putting a Open ERP database into a production-ready state,
54
where it can be used by everyone in your business for their daily work.
55
You'd usually configure Open ERP and load data into it on one development system,
56
train staff on that or another training system and
57
deploy it onto a production system that has better protection against failure, better security and
60
.. i18n: Deployment Options
61
.. i18n: ------------------
66
.. i18n: To deploy Open ERP in your company, several options are available to you:
68
To deploy Open ERP in your company, several options are available to you:
70
.. i18n: * an SaaS (Software as a Service) or on Demand offer which includes the equipment, the hosting, the
71
.. i18n: maintenance and the support on a system configured to your needs in advance,
73
.. i18n: * an internal installation, that you manage yourselves or have managed by an IT services company
74
.. i18n: such as an Open ERP partner,
76
.. i18n: * hosting by a server supplier on which Open ERP is installed, which enables you to proceed to add
77
.. i18n: adaptations on your server.
79
* an SaaS (Software as a Service) or on Demand offer which includes the equipment, the hosting, the
80
maintenance and the support on a system configured to your needs in advance,
82
* an internal installation, that you manage yourselves or have managed by an IT services company
83
such as an Open ERP partner,
85
* hosting by a server supplier on which Open ERP is installed, which enables you to proceed to add
86
adaptations on your server.
88
.. i18n: The first two approaches are the most commonly used.
90
The first two approaches are the most commonly used.
94
.. i18n: single: Software as a Service
95
.. i18n: single: On-Demand
99
single: Software as a Service
102
.. i18n: The SaaS (Software as a Service) offer
103
.. i18n: ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
105
The SaaS (Software as a Service) offer
106
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
108
.. i18n: SaaS is a complete package hosted at a supplier, that includes the following services: server
109
.. i18n: hardware, hosting of the generic solution, installation and initial configuration, redundancy of the
110
.. i18n: architecture, backups, system maintenance and support. It's also known as :guilabel:`On-Demand`.
112
SaaS is a complete package hosted at a supplier, that includes the following services: server
113
hardware, hosting of the generic solution, installation and initial configuration, redundancy of the
114
architecture, backups, system maintenance and support. It's also known as :guilabel:`On-Demand`.
116
.. i18n: It's provided in the form of a monthly subscription with a fixed price per user. You can find the
117
.. i18n: detail of Tiny's SaaS packages at http://ondemand.openerp.com/.
119
It's provided in the form of a monthly subscription with a fixed price per user. You can find the
120
detail of Tiny's SaaS packages at http://ondemand.openerp.com/.
122
.. i18n: SaaS packages don't permit you to develop specific modules to your needs. On the contrary, they
123
.. i18n: offer a service at a set price based on standard software modules that contain few migration risks.
124
.. i18n: SaaS suppliers are limited generally to the modules certified and validated by the original author
125
.. i18n: and project manager, Tiny.
127
SaaS packages don't permit you to develop specific modules to your needs. On the contrary, they
128
offer a service at a set price based on standard software modules that contain few migration risks.
129
SaaS suppliers are limited generally to the modules certified and validated by the original author
130
and project manager, Tiny.
132
.. i18n: Here are the main advantages of an Open ERP SaaS solution:
134
Here are the main advantages of an Open ERP SaaS solution:
136
.. i18n: * an unbeatable return on investment (cost of implementation: 0, cost of licenses: 0),
138
.. i18n: * costs that are controlled and without surprises (the offer includes maintenance, frequent
139
.. i18n: migrations and support),
141
.. i18n: * a turnkey solution, installed in less than twenty-four hours,
143
.. i18n: * packages adapted and preconfigured for different sectors of activity,
145
.. i18n: * a very robust architecture guaranteed to have constant and permanent access, reachable from
148
* an unbeatable return on investment (cost of implementation: 0, cost of licenses: 0),
150
* costs that are controlled and without surprises (the offer includes maintenance, frequent
151
migrations and support),
153
* a turnkey solution, installed in less than twenty-four hours,
155
* packages adapted and preconfigured for different sectors of activity,
157
* a very robust architecture guaranteed to have constant and permanent access, reachable from
160
.. i18n: So this server is recommended for small companies with fewer than about fifteen employees.
162
So this server is recommended for small companies with fewer than about fifteen employees.
165
.. i18n: single: hosting
167
.. i18n: Hosting by a supplier
168
.. i18n: ^^^^^^^^^^^^^^^^^^^^^
173
Hosting by a supplier
174
^^^^^^^^^^^^^^^^^^^^^
176
.. i18n: At first sight a hosted Open ERP system appears similar to SaaS: it provides Open ERP from a
177
.. i18n: remote installation through a web browser. But in general the similarities stop there.
179
At first sight a hosted Open ERP system appears similar to SaaS: it provides Open ERP from a
180
remote installation through a web browser. But in general the similarities stop there.
182
.. i18n: To compare it with an SaaS package you should check if the hosting offer properly includes the
183
.. i18n: following elements:
185
To compare it with an SaaS package you should check if the hosting offer properly includes the
188
.. i18n: * server hardware,
192
.. i18n: * maintenance,
194
.. i18n: * future migrations,
198
.. i18n: * server redundancy,
200
.. i18n: * telephone and email support,
202
.. i18n: * frequent updates to the modules.
216
* telephone and email support,
218
* frequent updates to the modules.
220
.. i18n: Also get yourself up to speed on the following points:
222
Also get yourself up to speed on the following points:
224
.. i18n: * the version of Open ERP proposed,
226
.. i18n: * the costs of implementation (configuration, data loading, training),
228
.. i18n: * the cost of configuration (if it's proposed),
230
.. i18n: * the technology and the procedure used for securing your database,
232
.. i18n: * the technology and the procedure for preventing system faults,
234
.. i18n: * the technology and the procedure for restoring a faulty system,
236
.. i18n: * limitations on the number of users, the number of simultaneous users, and the size of the
239
.. i18n: * the level of support and its costs,
241
.. i18n: * the procedure used to update Open ERP (to fault-fixed versions)
243
.. i18n: * the procedure adopted for Open ERP upgrades (to versions that have both fault fixes and new
244
.. i18n: functionality).
246
* the version of Open ERP proposed,
248
* the costs of implementation (configuration, data loading, training),
250
* the cost of configuration (if it's proposed),
252
* the technology and the procedure used for securing your database,
254
* the technology and the procedure for preventing system faults,
256
* the technology and the procedure for restoring a faulty system,
258
* limitations on the number of users, the number of simultaneous users, and the size of the
261
* the level of support and its costs,
263
* the procedure used to update Open ERP (to fault-fixed versions)
265
* the procedure adopted for Open ERP upgrades (to versions that have both fault fixes and new
268
.. i18n: Calling such suppliers can be a good solution if you are willing to entrust all the technical
269
.. i18n: specifications for the functioning of Open ERP to them, especially if you need to use customized or
270
.. i18n: extension modules that aren't in the stable version released by Tiny.
272
Calling such suppliers can be a good solution if you are willing to entrust all the technical
273
specifications for the functioning of Open ERP to them, especially if you need to use customized or
274
extension modules that aren't in the stable version released by Tiny.
277
.. i18n: single: internal installation
279
.. i18n: Internal Installation
280
.. i18n: ^^^^^^^^^^^^^^^^^^^^^
283
single: internal installation
285
Internal Installation
286
^^^^^^^^^^^^^^^^^^^^^
288
.. i18n: Large and medium-large companies typically install Open ERP using their own internal company
289
.. i18n: resources. They usually prefer to have their own IT service in charge of maintenance.
291
Large and medium-large companies typically install Open ERP using their own internal company
292
resources. They usually prefer to have their own IT service in charge of maintenance.
294
.. i18n: Such companies can do the implementation work themselves internally, or turn to an Open ERP partner
295
.. i18n: who will do the ERP implementation work or assist them with it. Generally companies prefer to adopt
296
.. i18n: an intermediate solution which consists of:
298
Such companies can do the implementation work themselves internally, or turn to an Open ERP partner
299
who will do the ERP implementation work or assist them with it. Generally companies prefer to adopt
300
an intermediate solution which consists of:
302
.. i18n: #. Turn the initial implementation over to a partner to limit the risks and delays of integration.
303
.. i18n: That enables them to be managed by experts and to obtain a high quality configuration.
305
.. i18n: #. Take charge of the simple needs for themselves once the software has been implemented. It's
306
.. i18n: quite a lot more convenient for them to be able to modify the database tables, forms, templates and
307
.. i18n: workflows internally than routinely depend on a supplier.
309
#. Turn the initial implementation over to a partner to limit the risks and delays of integration.
310
That enables them to be managed by experts and to obtain a high quality configuration.
312
#. Take charge of the simple needs for themselves once the software has been implemented. It's
313
quite a lot more convenient for them to be able to modify the database tables, forms, templates and
314
workflows internally than routinely depend on a supplier.
316
.. i18n: An internal installation will probably prove more costly than an SaaS package or hosted service.
317
.. i18n: Even if you put yourself in charge of it all, you'll take quite a bit of time learning how to manage
318
.. i18n: the implementation unless the team already has experience of Open ERP. This represents a
319
.. i18n: significant risk.
321
An internal installation will probably prove more costly than an SaaS package or hosted service.
322
Even if you put yourself in charge of it all, you'll take quite a bit of time learning how to manage
323
the implementation unless the team already has experience of Open ERP. This represents a
326
.. i18n: However, an internal implementation can be particularly interesting where:
328
However, an internal implementation can be particularly interesting where:
330
.. i18n: * you want to keep your data within your company,
332
.. i18n: * you think you want to modify your software,
334
.. i18n: * you want a specific package of modules,
336
.. i18n: * you'd like a very fast response time,
338
.. i18n: * you want the software to be available even if your Internet connection goes down.
340
* you want to keep your data within your company,
342
* you think you want to modify your software,
344
* you want a specific package of modules,
346
* you'd like a very fast response time,
348
* you want the software to be available even if your Internet connection goes down.
350
.. i18n: These factors, and access to the resources needed to handle an implementation and the subsequent
351
.. i18n: maintenance, are the reasons that large and medium-large companies usually do it for themselves, at
352
.. i18n: least partly.
354
These factors, and access to the resources needed to handle an implementation and the subsequent
355
maintenance, are the reasons that large and medium-large companies usually do it for themselves, at
358
.. i18n: Deployment Procedure
359
.. i18n: --------------------
364
.. i18n: The deployment of a version of Open ERP is quite simple when your server has been configured in
365
.. i18n: your production environment. The security of the data will then be a key element.
367
The deployment of a version of Open ERP is quite simple when your server has been configured in
368
your production environment. The security of the data will then be a key element.
370
.. i18n: When you've installed the server you should create at least two databases:
372
When you've installed the server you should create at least two databases:
374
.. i18n: * a test or development database, in which the users can test the system and familiarize themselves
377
.. i18n: * a production database which will be the one used by the company in daily use.
379
* a test or development database, in which the users can test the system and familiarize themselves
382
* a production database which will be the one used by the company in daily use.
384
.. i18n: .. note:: Version numbering
386
.. i18n: Open ERP uses a version numbering model that comprises 3 numbers A.B.C (for example 4.2.2 or
387
.. i18n: 5.0.0) where changes in the number A signify a major functional change, changes to number B signify
388
.. i18n: an update that includes a batch of fault fixes and some new functionality, and the number C
389
.. i18n: generally refers to some limited updates or fixes to the existing functionality.
391
.. i18n: The number B is special: if it's an odd number, (for example 4.3.2 or 5.1.0) it's for a development
392
.. i18n: version which isn't designed for a production environment. The even numbers are for stable
395
.. note:: Version numbering
397
Open ERP uses a version numbering model that comprises 3 numbers A.B.C (for example 4.2.2 or
398
5.0.0) where changes in the number A signify a major functional change, changes to number B signify
399
an update that includes a batch of fault fixes and some new functionality, and the number C
400
generally refers to some limited updates or fixes to the existing functionality.
402
The number B is special: if it's an odd number, (for example 4.3.2 or 5.1.0) it's for a development
403
version which isn't designed for a production environment. The even numbers are for stable
406
.. i18n: If you have prepared a data module for Open ERP (that is a module that consists just of data, not
407
.. i18n: altered functionality), you should test it in your development version and check that it doesn't
408
.. i18n: require any more manual adjustments. If the import runs correctly, it shows that you're ready to
409
.. i18n: load your data in the production database.
411
If you have prepared a data module for Open ERP (that is a module that consists just of data, not
412
altered functionality), you should test it in your development version and check that it doesn't
413
require any more manual adjustments. If the import runs correctly, it shows that you're ready to
414
load your data in the production database.
416
.. i18n: You can use the Open ERP database backup procedure at different stages of configuration (see
417
.. i18n: :ref:`ch-inst`). Then if you've made a false step that you can't recover from you can always return to a
418
.. i18n: prior state.
420
You can use the Open ERP database backup procedure at different stages of configuration (see
421
:ref:`ch-inst`). Then if you've made a false step that you can't recover from you can always return to a
424
.. i18n: Since your data describes much of your company's value, take particular care both when you need to
425
.. i18n: transfer it (in backups and across your network) and when you're managing the super-administrator
426
.. i18n: password. Make sure that the connection between a PC client and the two servers is correctly
427
.. i18n: secured. You can configure Open ERP to use the HTTPS protocol, which provides security for data
430
Since your data describes much of your company's value, take particular care both when you need to
431
transfer it (in backups and across your network) and when you're managing the super-administrator
432
password. Make sure that the connection between a PC client and the two servers is correctly
433
secured. You can configure Open ERP to use the HTTPS protocol, which provides security for data
437
.. i18n: single: HTTPS
442
.. i18n: .. note:: HTTPS
444
.. i18n: The HTTPS protocol (Secured Hyper Text Transfer Protocol) is the standard HTTP protocol secured by
445
.. i18n: using the SSL (Secure Socket Layer) or TLS (Transport Layer Security) security protocols.
446
.. i18n: It allows a user to verify her identify to the site to which she wants access, using a certificate
447
.. i18n: of authentication.
448
.. i18n: It also guarantees the integrity and confidentiality of the data sent between the user and the
450
.. i18n: It can, optionally, provide highly secure client authentication by using a numbered certificate.
452
.. i18n: The default HTTPS port is 443.
456
The HTTPS protocol (Secured Hyper Text Transfer Protocol) is the standard HTTP protocol secured by
457
using the SSL (Secure Socket Layer) or TLS (Transport Layer Security) security protocols.
458
It allows a user to verify her identify to the site to which she wants access, using a certificate
460
It also guarantees the integrity and confidentiality of the data sent between the user and the
462
It can, optionally, provide highly secure client authentication by using a numbered certificate.
464
The default HTTPS port is 443.
466
.. i18n: You could also use the PostgreSQL database directly to backup and restore data on the server,
467
.. i18n: depending on access rights and the availability of passwords for the serve.
469
You could also use the PostgreSQL database directly to backup and restore data on the server,
470
depending on access rights and the availability of passwords for the serve.
472
.. i18n: .. Copyright © Open Object Press. All rights reserved.
474
.. Copyright © Open Object Press. All rights reserved.
476
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
477
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
479
.. You may take electronic copy of this publication and distribute it if you don't
480
.. change the content. You can also print a copy to be read by yourself only.
482
.. i18n: .. We have contracts with different publishers in different countries to sell and
483
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
484
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
485
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
486
.. i18n: .. rights of these sales.
488
.. We have contracts with different publishers in different countries to sell and
489
.. distribute paper or electronic based versions of this book (translated or not)
490
.. in bookstores. This helps to distribute and promote the Open ERP product. It
491
.. also helps us to create incentives to pay contributors and authors using author
492
.. rights of these sales.
494
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
495
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
496
.. i18n: .. written authorisation for this.
498
.. Due to this, grants to translate, modify or sell this book are strictly
499
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
500
.. written authorisation for this.
502
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
503
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
504
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
505
.. i18n: .. printed in initial capitals.
507
.. Many of the designations used by manufacturers and suppliers to distinguish their
508
.. products are claimed as trademarks. Where those designations appear in this book,
509
.. and Open Object Press was aware of a trademark claim, the designations have been
510
.. printed in initial capitals.
512
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
513
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
514
.. i18n: .. resulting from the use of the information contained herein.
516
.. While every precaution has been taken in the preparation of this book, the publisher
517
.. and the authors assume no responsibility for errors or omissions, or for damages
518
.. resulting from the use of the information contained herein.
520
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
522
.. Published by Open Object Press, Grand Rosière, Belgium