ERP5 for Ubuntu, Debian, and Debian-based distributions

^{на русском}

Prior to install ERP5 from Raskon buildout please read Why Raskon buildout exists?

Installation

Instead of Graphical instructions in Synaptic (​UbuntuHelp:SynapticHowto) we use the terminal commands which are actually easier to describe and input. The commands use Sudo (​WikiPediaRu:Sudo), so you may have to enter your user password after hitting enter.

If you are a newbie please follow the steps carefully. Below there are two different ways to install erp5:

• Installation From Deb Package (​WikiPedia:'Software_package_(installation)')
• Buildout Installation (​WikiPedia:Buildout).

Generally package and buildout are the same because actually package downloads the buildout and runs it. The differences between package and buildout for user are:

• buildout installation does not include MariaDB and sphinxsearch. As a result full text search will be not available in ERP5.
• deb package include MariaDB and Sphinxsearch packages (​http://www.raskon.org/apt/build_logs). As a result full text search will be available in ERP5.
• deb package creates user isolation
• deb package installs all required dependencies automatically
• deb package contains the script which automatically runs erp5 after system restart.

Installation From Deb Package

Debian and Debian-based distributions such as Ubuntu utilize a special tool for managing packages known as APT. APT is able to automatically install all necessary dependencies for a software package and keep the package up to date via scanning of APT repositories.

1. First, open a terminal window Applications->Accessories->Terminal (​UbuntuHelp:UsingTheTerminal).
2. Then add the repository's key to your system's list of trusted APT keys by copy and paste the following in terminal:

   wget -q https://www.raskon.org/apt/33C009CD.gpg -O- | sudo apt-key add -
   

3. Next, add the repository to your system's list of APT sources:

   echo deb http://erp5.raskon.org/apt `lsb_release --short --codename` main | sudo tee /etc/apt/sources.list.d/erp5.list
   

4. Then update APT's package information:
   • by running:

     sudo apt-get update
     

   • or by Synaptic (​UbuntuHelp:SynapticHowto)
5. Now you can install ERP5 by clicking the link ​AptInstallation:erp5-buildout .
   • Alternatively, you can install via Synaptic (​UbuntuHelp:SynapticHowto) search and installation of erp5-buildout.
   • Alternatively, you can install through Applications->Add/Remove and then search of erp5-buildout. Detailed information about Installing Software in Ubuntu is located at Community Ubuntu Documentation (​UbuntuHelp:InstallingSoftware).
6. For generating ERP5 reports in ODT format the OOOD package should be installed by clicking this ​AptInstallation:oood.

Buildout Installation

Although this buildout was checked on fresh Ubuntu 10.04 (Lucid Lynx) the described installation procedure can be used for any Debian-based distribution.

Make sure you have the following packages:

• mercurial
• git
• subversion
• python-dev
• libssl-dev
• libxslt-dev
• libldap2-dev
• mysql
• mysql-client
• mysql-dev
• subversion
• psmisc
• build-essential
• procps

This command will install those of above-mentioned dependencies which you don't have:

sudo apt-get install mercurial git subversion python-dev libssl-dev libxslt-dev mysql mysql-client mysql-dev libldap2-dev subversion psmisc build-essential procps

Clone the buildout repository:

hg clone http://www.raskon.org/hg/erp5-buildout

Prepare buildout configuration:

cd erp5-buildout
cp buildout.cfg.template buildout.cfg

Run buildout:

python -S bootstrap.py
bin/buildout

This can take quite long. If you see error message while buildout is running, this is normal - there may even be some red letters complaining about missing Fortran compiler, ignore them too.

If something goes wrong - meaning buildout stops with error message - chances are some packages are still missing. The list given above may be a bit incomplete, if so please write about in on erp5-users ML.

Once this is done, start the server:

bin/instance start

Point your browser at [host]:8080/manage and skip to Create a new ERP5 Instance.

Create a new ERP5 Instance

Create mysql database:

( echo "CREATE DATABASE IF NOT EXISTS erp5 CHARACTER SET utf8;" ;
echo "GRANT ALL PRIVILEGES ON erp5.* TO erp5@localhost IDENTIFIED BY 'ERP5_PASSWORD' WITH GRANT OPTION;" ) | mysql -u root -p

You will have to enter mysql's root's password.

Now, zope should be available at this url : ​http://localhost:8080/ . You can access to the Zope Manager Interface (also called ZMI) with this url : ​http://localhost:8080/manage_main . You will have to enter the username/password admin/admin by default.

Once you have access to the ZMI, you will see a drop-down list with many things you can add. Please select "ERP5 Site" and click 'Add'. You will see a screen with many parameters. For "ERP5/MySQL connectivity (connection strings)" enter in the two text fields:

erp5 erp5 ERP5_PASSWORD

Once parameters are defined, you can select "Create a new ERP5 Site instance". This can take some minutes.

At the end, you should be able to access to the ERP5 instance at ​http://localhost:8080/erp5 . Then you are ready to install business templates!

How to Change ERP5's Port

This tutorial is recommended if you already have an application running on port 8080. If you stick ERP5 to this port, there will be the conflicts.

1. First, open your Terminal window Applications->Accessories->Terminal (​UbuntuHelp:UsingTheTerminal).
2. Copy and paste the script below (Don't forget to change the "YOUR_NEW_PORT_NUMBER" to desired number).

   sudo sed -i -e 's/#http-address = 80/http-address =  YOUR_NEW_PORT_NUMBER/' /home/erp5/erp5-buildout/buildout.cfg
   

   But, if you've changed the ERP5 port before you should run this command. Change "YOUR_PORT_NUMBER" to your present ERP5 port number.

   sudo sed -i -e 's/http-address = YOUR_PORT_NUMBER/http-address =  YOUR_NEW_PORT_NUMBER/' /home/erp5/erp5-buildout/buildout.cfg
   

3. After that, reinstall your ERP5:

   sudo -H -u erp5 /home/erp5/erp5-buildout/bin/buildout -v -t 5
   

4. Lastly, restart your ERP5 Buildout:

   sudo /etc/init.d/erp5-buildout restart
   

Install Business Template from repositories

ERP5' Business Template is part of the program that in other erp usually called a Module (​Enterprise_resource_planning#Modularity). Business Template (shortly named bt5) allows to get business or fundamental functionality in ERP5. For example erp5_base and erp5_core have fundamental functionality, erp5_accounting, erp5_crm, erp5_budget are for accounting, crm, and budgeting functionality. Modules in ERP5 is quite another thing, than (​Enterprise_resource_planning#Modularity although it's confusing. In ERP5 Module stores the similar ERP5 Documents like Folder stores the files. Business Templates can depend from other bt5 so during bt5 installation there will be messages describing which bt5 should be installed before.

1. Open ​http://localhost:8080/erp5 in you favourite internet browser.
2. Select Manage Business Templates from the My favourites menu.
3. Select the "Import / Export" menu

   

4. Select Update Repositories Informations. Check repositories field, you can see like this:

   /home/erp5/erp5-buildout/src/erp5/products/ERP5/bootstrap
   /home/erp5/erp5-buildout/src/erp5/bt5
   

   Edit this field as needed and press update button.
5. Select Install Business Template from Repositories from the Import / Export menu. Select business templates you want to install using checkboxes; then click on the Install Business Templates from Repositories button ... and wait.

Upgrading to a new version of ERP5

1. First, open your Terminal window Applications->Accessories->Terminal (​UbuntuHelp:UsingTheTerminal).
2. Go to your ERP5 Buildout directory

   cd /home/erp5/erp5-buildout
   

3. Pull changes from a remote repository to a local one.

   sudo -u erp5 hg pull
   

4. Update working directory.

   sudo -u erp5 hg up
   

5. For ERP5 sources updating the following command should be run in terminal:

   sudo -H -u erp5 bin/buildout -v -t 5
   

6. In case you want to update all contents of ERP5 Buildout use this:

   sudo -H -u erp5 bin/buildout install Erp5Fetch
   

7. Don't forget to restart your ERP5 server:

   sudo /etc/init.d/erp5-buildout restart
   

Upgrading to a new version of Ubuntu

In case of operation system upgrade, such as transiting from Ubuntu 7.10 to 8.04, the above commands should be fulfilled again for the new version. That is necessary because built-in update manager can not switch the ERP5 repository automatically.

An error during installation?

1. Check your error at Erp5troubleShooting.
2. Read mailing lists archives at ​ERP5-users mailing list archive and ​ERP5-developers mailing list archive.
3. Report an error on ​ERP5-users mailing list.

Read Documentation

• ​http://www.erp5.org/HowTo
• ​http://en.wikibooks.org/wiki/ERP5_Handbook/Getting_Started

Sources

Source for packages are located on ​raskon