Pragmatic Odoo 3-2-1 Launch:

Odoo Modules Installed:

Core Modules

A list of modules pre-configured and preinstalled in the Pragmatic Odoo has been mentioned. For details, please click on the link provided.

Additional Modules Installed

1] Audit Trail :

This module allows administrator track every user operation on all the objects of the system.
In business there are number of users. It is tedious task for an administrator to track all users’ activity. Odoo introduces a unique feature to track user activity on any model. It means a user perform any action [like create, modify, delete] on any model and all those performed action can be seen by administrator by logs. This feature is introduced in Audit Trail module.
To track user activity you need to create audit rule. Audit rules are specified on a particular model that one needs. One Can assign user to track his activity. The rules tell the system which activities performed by the user need to be logged.
1] Create Rule.
2] To activate the audit rule you need to first 'Subscribe' to the audit rule.

2] Auth_ crypt(Password Encryption) :

By default Odoo saves password in plain text. You can find it in res_users that contains list of users and their passwords. Once you switch to encrypted passwords you can't recover user passwords anymore . Currently, thetre is no provision to make passwords encrypted by default. After installing this module, it removes text password field and adds new field named,:password_crypt which saves password in encrypted format. It uses md5crypt FreeBSD crypt(3) based on but different from md5.
Important: uninstalling it may cause issue with your logging. Old password is recovered after unistalling it.

3] Auth_ldap(Authentication via LDAP):

LDAP: A common usage of LDAP is to provide a "single sign-on" where one password for a user is shared between many services, such as applying a company login code to web pages. To use this model you need to have user ldap server up and running.

This module allows users to login with their LDAP username and password, and will automatically create Odoo users for them on the fly. Install python package, ELSE users_ldap module in will not function. Using sudo apt-get install python-ldap.
After installing this module, you need to configure the LDAP parameters in the Configuration tab of the Company details. Different companies may have different LDAP servers, as long as they have unique usernames (usernames need to be unique in Odoo, even across multiple companies).Users' LDAP passwords are never stored in the Odoo database, the LDAP server is queried whenever a user needs to be authenticated. No duplication of the password occurs, and passwords are managed in one place only.

4] Base_action_rule(Automated Action Rules):

This module allows to implement action rules for any object. Use automated actions to automatically trigger actions for various screens.
Example: A lead created by a specific user may be automatically set to a specific sales team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email.
**You need to activate Technical features of user to see this option.
Few actions you can trigger are send Email, send SMS, etc. Provided that you have configured your mail gateway (for email), or any other settings required at your side.

5] Base_import(Base import):

For Administrator to activte this option, there are two ways.
1) Install base_import module or
2) Check Import/Export in Settings -> General Settings.

This module is used for importing data from users CSV(Comma-separated values) file. When you have too many entries to make in your database, and data is available in csv file or a csv can be generated from another file then this module will come to your rescue. 1) To import click import and your values will be visible(NOT yet inserted), then you need to select corresponding columns for each value in csv. 2) After this, click validate to validate your value to column insert ralation.(All required fields must be inserted). 3) Finally click on import to insert data.

6] Base_setup(Initial Setup Tools):

This module helps to configure the system at the installation of a new database.
It allows you to select between list of profiles to install:
1) Minimal profile
2) Accounting only
3) Services companies
4) Manufacturing companies
It also asks screens to help easily configure your company, the header and footer, the account chart to install and the language, email gateway setting, etc.

7] Base_status(State/Stage Management):

Time line tracking of actions for leads can be done with this module.
Example:
Schedule a call with client on particular day and time. Priority of calls can be set as well. You can fix meeting and convert calls to opportunity. You can change status of call accordingly (held, done).
Potential Lead and opportunity can be followed with this module.

8] Base_vat:(VAT Number Validation):

** Check the VAT number depending of the country.
After installing this module, values entered in the VAT field of Partners will be validated for all supported countries. The country is inferred from the 2-letter country code that prefixes the VAT number.
e.g. BE0477472701 will be validated using the Belgian rules.
If customer is subjected to VAT then to check TIN (Tax identification Number) validity, mark the check box in partners Accounting option.
There are two different levels of VAT number validation:
1) By default, a simple off-line check is performed using the known validation rules for the country, usually a simple check digit. This is quick and always available, but allows numbers that are perhaps not truly allocated or not valid anymore.
2) When the "VAT VIES Check" option is enabled (in the configuration of the user's Company), VAT numbers will be instead submitted to the online EU VIES database, which will truly verify that the number is valid and currently allocated to a EU company. Slow since required Internet connection.

9] Board(Dashboards):

After installing this module, User can create custom dashboard and add data to it according to his needs.
To add the first report into this dashboard, go to any menu, switch to list or graph view, and click 'Add to Dashboard' in the extended search options on upper right corner. You can filter and group data before inserting into the dashboard using the search options.

10] Contacts(Address Book):

All the contacts information is shown in mentioned menu. A contact can be a company that itself contains one or more contact persons' information. You can create, delete or modify contact information.

11] Web_shortcuts(Web Shortcuts):

It is always convenient have shortcuts to the menu you use more often. Web shortcuts module is way to create user shortcuts for is web interface according to his choice. Adds a Shortcut icon besides the views title in order to add/remove a shortcut. A star beside your login name contains all the shortcut options you have selected.To add a shortcut go to any tree or form view and click on star on that view that appears before form name still it turns yellow. After this you can check your selection is added in to shortcuts by clicking on star on view title beside your login name.

12] Warning (Warning Messages and Alerts):

**The warning module just give the warning and keep flow continue to the user.
Warning messages can be displayed for objects like sale order, purchase order, picking and invoice. The message is triggered by the form's on change event.
To add warning, go to particular partner, you will find warning tab. Add your warning messages on actions listed there. It is per user based warning message.

Features:

This release include essential modules (base,sale,account etc.) for an organization. We have included few more modules to add extra features to your Odoo. Following are the installed modules for additional features.

• Audit Trail
• Auto Backup
• Password Encryption
• Automated Action Rules
• State/Stage Management
• VAT Number Validation
• Dashboards
• Address Book
• Web Shortcuts
• Warning Messages and Alerts

For more details on extra features click:
http://pragtech.co.in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#Odoo OpenERP_modules

Installation Instructions:

To get started with Pragmatic Odoo you need to have AWS account. Start your instance with Pragmatic Odoo AMI. For detailed installation guide click:
http://pragtech.co.in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#User_Guide

Recommendations:

1] We recommend instance type small from instance family General purpose for system users upto 30.
2] We recommend instance type medium from instance family General purpose for system users upto 100.
3] We recommend instance type large from instance family General purpose for system users upto 200.
4] We recommend instance type small from instance family General purpose for system users upto 200+.

Any instance from other family will perform well but may not be needed though.

Known Issues:

We strongly adviced you to change instance type if you found your operations taking much time than required. Please follow recommendations mentioned on system user basis.
**Check frequently for additions and updates to these release notes.

Contact details:

For any Queries please mail at This email address is being protected from spambots. You need JavaScript enabled to view it. To report Bug/issue or any support service please visit:
http://pragtech·co·in/labs/product-lab/pragmatic-openerp-amazon-aws-platform.html#Support