Scratch deployment procedure - part II
Contents |
Introduction
In previous part we managed to set up clean Neogia server. Now we shall to set up database, that document contains all what you need to set up demo company.
Little trick
I'll use hostname neogia to refer to host providing neogia server while using links like this. To make this text "clickable" you should add such line to your client machine /etc/hosts file:
your.neogia.server.ip neogia
Create companies
We need to create companies using Party managment. Login to your system to Party management tools http://neogia/partymgr/control/main, using admin for username and ofbiz for password. Note: Please use english language while logging in. In Party managment use Create.
Internal (yours)
To create your own company select * New company. At least fill fields:
- Corporate name
- Tva number
- Address Line 1
- PartyPostalCode
- City
- Country
- CommonBusinessPhone
- CommonFax,
even if only Corporate Name is mandatory for this screen
And Save it. After a while you will get access to summary of your company. Right now we need to attach few roles, co choose Role(s). While adding roles we will use "standard" role system avaiable by All option, on the right side. Choose it, and attach such roles to your company:
- Bill-From Vendor => allows to associate company with a bill for a purchase order
- Bill-To Customer => allows to produce a bill for a purchase order
- Carrier
- Internal Organization
- Ship-From Vendor
- Ship-To Customer
TODO: Describe every role used in any tutorial, with all dependencies involving them. TODO: Check, if all needed roles are listed here and if we can remove any of them.
Now we add admin as an employee of your internal company. To do so select Link a contact, choose Detail. Fill it with:
- The party with ID
admin - In the role of
Not Applicable - is a
Employee - of the current party in the role of
Not Applicable - And Party Relationship Security
Full Admin group, has all general permissions.
Click Add. Now it's time to review all added date, please note the ID, in my case it's 10000, and I'll refer to this company by its ID.
TODO: How to easy set up own ID? Where's that little box to put it?
When you modify "admin" user, you can also modify its email adress that is "ofbiztest@yahoo.com" at startup.
Supplier
To add supplier return to main Party managment menu click again on Create and select * New company. Fill same fields as in internal company and click Save. Now choose Role(s) and using All add role Supplier. As above, review added information and note ID - mine is 10001 for supplier.
Client
Now it's time to add a client. Using path Party->Create->* Create Customer, you will be able to create a new client that is a physical people. For adding a company as a client, you will have to go to Party->Create->* Create Company, like for suppliers.
Fill required fields and hit Save. Now add such Role(s), using All option:
- Bill-To Customer => customer that can be billed
- Customer
- Placing Customer
- Sales Representative
Again review added data, and note ID - for me its 10002.
Create some employees
If you followed previous chapters, you should already have one employee for your company whose connection name is "admin".
You probably need to create some employees using Party managment in order to give them access to the parts of Neogia on which they have ability to work. Login to your system to Party management tools http://neogia/partymgr/control/main, using admin for username and ofbiz for password if you didn't yet changed it. Note: don't forget to change "admin" password before giving access to other people for your own security.
Use path Party->Create->Create Employee. Fill all mandatory fields, including username. This username can be its email or whatever you want, but remember it.
At this point, he (or she) doesn't have access to any Neogia component.
Use path Party->Security to choose which Security group you will give him. For example, for your CFO, you will choose ACCOUNTINGADMIN->User Logins and then search for its login id with lookup button or fullfill it if you remember username that you gave him. Then, fill dates if necessary (you gave give access for the future and for limited time) and click Add.
This user should now have access to accounting module and only to this module.
Create needed facilites
Facilities are not needed if only accounting module is needed.
First we will create main facility, virtual one, which will include all facilities of our company (HQ buildings, warehouses, production facilities, etc).
Use path Facility->Configuration->Create facility. Fill all fields, set FacilityNFacilityTypeEnumId to Site, Associated Party to 10000, Localization to your 3 letter country code and Add. As always remeber its ID (10000 for me).
Now it's time to add some child facilities. So return to creating new facility, fill fields with data, choose FacilityNFacilityTypeEnumId as WareHouse, set Parent Facility Id Name to 10000 (and rest as above). To make shipments we need shipment facility. Create next facility with FacilityNFacilityTypeEnumId as Shipment and Parent Facility Id Name to 10000. These are minimal configuration, create more as needed.
Important trick
Now it's time to do very important update in Neogia properties file. Edit $OFBIZ_HOME/neogia/facility/config/FacilityParameters.properties, set default.NFacility.idName to Site ID (10000), and NFacilityType.userChoice to WAREHOUSE. Restart neogia with:
cd $OFBIZ_HOME ./stopofbiz.sh ; sleep 3 ; ./startofbiz.sh
Give some time for Neogia to start up.
TODO: I need to recheck it and explain why.
Categories, catalogs and products
We need to add at least one catalog and one category if modules needed include order, facility, catalog ...
Categories
With Catalog->Main->Create New Category create category with Product Category Type<code> set to <code>Catalog.
Catalogs
Using Catalog->Main->Create New Catalog create catalog. Set Use Quick Add to N.
Category-Catalog relations
Now using Categories tab in created catalog attach that catalog to created category. Prod Catalog Category Type Id set to Browse Root (One).
Products
Using Catalog->Main->Create New Product create some products. Use such values:
- Is VIRTUAL Product ?
- N
- Is VARIANT Product ?
- N
- Phantom
- (unset)
- Product Type
- Finished Good
- Disc. When Inv. Not Avail?
- N
- Require Inventory
- N
- Require Amount
- Y
Stores
Go to Catalog->Stores->Create New Product Store. Fill fields Store name and Default Currency then click Update.
Shipment configuration
First, we create additional Shipment Method Type. To do so use path Catalog->Stores->(select store)->Shipping->New Shipment Method. Go to form Shipment Method Type and select Select To Edit Standard, click Edit and change Description to StandardNOSH, and then click Update. Now with same form fill Shipment Method Type with STANDARD and Description with Standard and click Create.
Now we need to add Carrier Shipment Method related with our own Standard Shipment Method. To do so scroll down to form named Carrier Shipment Method and set Shipment Method to Standard, Role Type to Carrier and fill Party with _NA_ and hit Create.
Go back to top of that page and fill form Store Shipment Method Associations: Carrier Shipment Method set to Standard (_NA_/Carrier), Allow Company Addr to Y then click Add.
TODO: Check all options
Links between products, categories, stores and catalogs
Next
- recive order from client
- do BOM Simulation, MRP, Production RUN
- recive goods
- process goods
- pack and send products
- create role technical reference
Configure accounting
If accounting is needed, the line "accounting.company.partyId=" of the file "AccountingProperties.properties" must be configured with your company's internal ID.
Restart neogia with:
cd $OFBIZ_HOME ./stopofbiz.sh ; sleep 3 ; ./startofbiz.sh
Give some time for Neogia to start up.
TODO
- taxes and problems with it; state need to be selected to have tax auth, which have to be added
- what about cities? there are no from my country for example...
