About 'Set to complete' button in the Setup application
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Hello,
When I've used the Setup application, I've followed this sequence : 1/ ant start 2/ use the Setup application (https://localhost:8443/ofbizsetup) 3/ ant stop. Since then, I'm using OFBiz with this "production sequence" : 1/ ant start 2/ use the OFBiz applications (beginning, for instance, with https://localhost:8443/accounting/control/main) 3/ ant stop. During my setup sequence, I have followed the steps from the internal help ( http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) with one exception : the advice "click 'Set to complete' button". I've ignored this advice because : - I thought "I have not filled all the configurable parts (I've no product store or web site or first customer yet) so there is a risk that 'Set to complete' blocks everything". - I thought "I will check JIRA, the mailing list, and the Wiki, to understand the exact goal of this button". - I thought "In my opinion, the Setup application is not mandatory, it is just a wizard, so it shouldn't block anything. I should be able to complete / modify all my items at any time by using my production sequence.". - Before launching my "production sequence" for the first time, I thought "Perhaps I won't find my configured organization because I've not clicked 'Set to complete' ". But I've launched my "production sequence" and all my configured data are visible. So : what is the exact goal / consequence of the 'Set to complete' button in the Setup application ? And : Is this button able to "freeze" some data so that it can't be completed / modified at any time by using my production sequence ? Thanks in advance Nicolas |
Re: About 'Set to complete' button in the Setup application
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Note that, IIRW before using the Setup application you need first "'to seed OFBiz" (ant load-seed or maybe even load-extseed)
And then create an admin account: ant create-admin-user-login I let Hans, who created the Setup application, complete/amend my answer and answer deeper to your question. I personally prefer to seed by importing specific files, but that's a point of view. Jacques Le 05/03/2014 19:10, Nicolas a écrit : > Hello, > > When I've used the Setup application, I've followed this sequence : > 1/ ant start > 2/ use the Setup application (https://localhost:8443/ofbizsetup) > 3/ ant stop. > > Since then, I'm using OFBiz with this "production sequence" : > 1/ ant start > 2/ use the OFBiz applications (beginning, for instance, with > https://localhost:8443/accounting/control/main) > 3/ ant stop. > > During my setup sequence, I have followed the steps from the internal help ( > http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) with one > exception : the advice "click 'Set to complete' button". I've ignored this > advice because : > - I thought "I have not filled all the configurable parts (I've no product > store or web site or first customer yet) so there is a risk that 'Set to > complete' blocks everything". > - I thought "I will check JIRA, the mailing list, and the Wiki, to > understand the exact goal of this button". > - I thought "In my opinion, the Setup application is not mandatory, it is > just a wizard, so it shouldn't block anything. I should be able to complete > / modify all my items at any time by using my production sequence.". > - Before launching my "production sequence" for the first time, I thought > "Perhaps I won't find my configured organization because I've not clicked > 'Set to complete' ". But I've launched my "production sequence" and all my > configured data are visible. > > So : what is the exact goal / consequence of the 'Set to complete' button > in the Setup application ? > And : Is this button able to "freeze" some data so that it can't be > completed / modified at any time by using my production sequence ? > > Thanks in advance > Nicolas > |
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My apologies. When writing my last mail, I was so focused on the Setup
application that I've not listed the steps done prior to the mentioned "sequences". My (unlisted) first steps have been : 1/ ant load-demo 2/ explore the demo data with "ant start + use the OFBiz applications on https://localhost:8443/... + ant stop" (this step has lasted several days...) 3/ ant clean-all 4/ ant load-extseed 5/ ant create-admin-user-login I've applied 1/ and 2/ due to the chapter "Quick & Easy Setup" of https://cwiki.apache.org/confluence/display/OFBADMIN/Demo+and+Test+Setup+Guide I've applied 3/, 4/, 5/ (and the previously mentioned "setup sequence") due to the chapter "How to get started" of http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML I'm unsure about your last sentence. I'm currently beginning my business, I've no data, so I can't "seed by importing specific files", am I right ? In my context, is it a mistake to use "ant load-extseed" ? Thanks in advance Nicolas On Wed, Mar 5, 2014 at 8:37 PM, Jacques Le Roux < [hidden email]> wrote: > Note that, IIRW before using the Setup application you need first "'to > seed OFBiz" (ant load-seed or maybe even load-extseed) > And then create an admin account: ant create-admin-user-login > > I let Hans, who created the Setup application, complete/amend my answer > and answer deeper to your question. > > I personally prefer to seed by importing specific files, but that's a > point of view. > > Jacques > > Le 05/03/2014 19:10, Nicolas a écrit : > > Hello, >> >> When I've used the Setup application, I've followed this sequence : >> 1/ ant start >> 2/ use the Setup application (https://localhost:8443/ofbizsetup) >> 3/ ant stop. >> >> Since then, I'm using OFBiz with this "production sequence" : >> 1/ ant start >> 2/ use the OFBiz applications (beginning, for instance, with >> https://localhost:8443/accounting/control/main) >> 3/ ant stop. >> >> During my setup sequence, I have followed the steps from the internal >> help ( >> http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) with >> one >> exception : the advice "click 'Set to complete' button". I've ignored this >> advice because : >> - I thought "I have not filled all the configurable parts (I've no product >> store or web site or first customer yet) so there is a risk that 'Set to >> complete' blocks everything". >> - I thought "I will check JIRA, the mailing list, and the Wiki, to >> understand the exact goal of this button". >> - I thought "In my opinion, the Setup application is not mandatory, it is >> just a wizard, so it shouldn't block anything. I should be able to >> complete >> / modify all my items at any time by using my production sequence.". >> - Before launching my "production sequence" for the first time, I thought >> "Perhaps I won't find my configured organization because I've not clicked >> 'Set to complete' ". But I've launched my "production sequence" and all my >> configured data are visible. >> >> So : what is the exact goal / consequence of the 'Set to complete' button >> in the Setup application ? >> And : Is this button able to "freeze" some data so that it can't be >> completed / modified at any time by using my production sequence ? >> >> Thanks in advance >> Nicolas >> >> |
Re: About 'Set to complete' button in the Setup application
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In reply to this post by Jacques Le Roux
The setup option in the main menu will only appear if there is no entry
in the entity: PartyAcctgPreference If you add a new accounting company, you can add data that later you cannot modify like the currency of that company. If you select the setup to be complete, the accounting company is added to the PartyAcctgPreference entity and the setup option will diappear from the menu. Any data entered can be modified except for the specific data on the PartyAcctgPreference entity which can however be modified using webtools but not with the regular user menus. Regards, Hans On 06/03/14 02:37, Jacques Le Roux wrote: > Note that, IIRW before using the Setup application you need first "'to > seed OFBiz" (ant load-seed or maybe even load-extseed) > And then create an admin account: ant create-admin-user-login > > I let Hans, who created the Setup application, complete/amend my > answer and answer deeper to your question. > > I personally prefer to seed by importing specific files, but that's a > point of view. > > Jacques > > Le 05/03/2014 19:10, Nicolas a écrit : >> Hello, >> >> When I've used the Setup application, I've followed this sequence : >> 1/ ant start >> 2/ use the Setup application (https://localhost:8443/ofbizsetup) >> 3/ ant stop. >> >> Since then, I'm using OFBiz with this "production sequence" : >> 1/ ant start >> 2/ use the OFBiz applications (beginning, for instance, with >> https://localhost:8443/accounting/control/main) >> 3/ ant stop. >> >> During my setup sequence, I have followed the steps from the internal >> help ( >> http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) >> with one >> exception : the advice "click 'Set to complete' button". I've ignored >> this >> advice because : >> - I thought "I have not filled all the configurable parts (I've no >> product >> store or web site or first customer yet) so there is a risk that 'Set to >> complete' blocks everything". >> - I thought "I will check JIRA, the mailing list, and the Wiki, to >> understand the exact goal of this button". >> - I thought "In my opinion, the Setup application is not mandatory, >> it is >> just a wizard, so it shouldn't block anything. I should be able to >> complete >> / modify all my items at any time by using my production sequence.". >> - Before launching my "production sequence" for the first time, I >> thought >> "Perhaps I won't find my configured organization because I've not >> clicked >> 'Set to complete' ". But I've launched my "production sequence" and >> all my >> configured data are visible. >> >> So : what is the exact goal / consequence of the 'Set to complete' >> button >> in the Setup application ? >> And : Is this button able to "freeze" some data so that it can't be >> completed / modified at any time by using my production sequence ? >> >> Thanks in advance >> Nicolas >> |
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Thank you very much Hans, but... 1/ I suppose that we don't use the same versions of OFBiz : - I'm using OFBiz 12.04.02, with JDK 1.7 update 51 (64-bits), in a Windows 64-bits environment.
- When I read your answer or old mails in the ML (such as : http://mail-archives.apache.org/mod_mbox/ofbiz-dev/201205.mbox/%3cCAHn+_8OaGsuSRqkKnd8EH0mFamwVu=oEnUrYyQxZaZac_Rpg9g@...%3e), everybody talks about the "setup option in the main menu". But I don't see this option. When I use my "production sequence", the setup option is absent from the menus (cf attached files im1_top_menu.png and im2_acc_menu.png).
- I don't reach the Setup application by using a menu. I reach the Setup application by using its url (cf attached file im3_setup.png). 2/ I've tried to follow your hint about PartyAcctgPreference :
- I have not seen much accounting info in the Setup application. - By using the Accounting application and the menu "Organization GL Settings", I have seen a Setup option, next to my company's name.
- I have clicked this "Setup" and filled my "accounting preferences" and clicked "Add". My information have been saved and the "Add" button has become an "Update" button.
- Is my manipulation correct (and equivalent to your advice) ? 3/ Even if you confirm that there is a link between "the 'Set to complete' button in the Setup application" and "the 'Setup' option next to my company's name in the Accounting application", the sequence "Setup application (to fill the company basic info) -> Accounting application (to fill the company accounting info) -> Setup application (to click on 'Set to complete')" is too strange. I must be making a mistake somewhere. And with all these doubts I have not clicked on 'Set to complete' yet... Well, I'm lost.
Thanks in advance Nicolas On Thu, Mar 6, 2014 at 2:48 AM, Hans Bakker <[hidden email]> wrote: The setup option in the main menu will only appear if there is no entry in the entity: PartyAcctgPreference |
Re: About 'Set to complete' button in the Setup application
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I even wrote a blog about it....
http://www.antwebsystems.com/cms/ViewBlogArticle?articleContentId=C-16907&blogContentId=AWS_BLOG did not use this feature for some time..... regards, Hans On 07/03/14 05:09, Nicolas wrote: > Thank you very much Hans, but... > > 1/ I suppose that we don't use the same versions of OFBiz : > - I'm using OFBiz 12.04.02, with JDK 1.7 update 51 (64-bits), in a > Windows 64-bits environment. > - When I read your answer or old mails in the ML (such as : > http://mail-archives.apache.org/mod_mbox/ofbiz-dev/201205.mbox/%3cCAHn+_8OaGsuSRqkKnd8EH0mFamwVu=oEnUrYyQxZaZac_Rpg9g@...%3e), > everybody talks about the "setup option in the main menu". But I don't > see this option. When I use my "production sequence", the setup option > is absent from the menus (cf attached files im1_top_menu.png and > im2_acc_menu.png). > - I don't reach the Setup application by using a menu. I reach the > Setup application by using its url (cf attached file im3_setup.png). > > 2/ I've tried to follow your hint about PartyAcctgPreference : > - I have not seen much accounting info in the Setup application. > - By using the Accounting application and the menu "Organization GL > Settings", I have seen a Setup option, next to my company's name. > - I have clicked this "Setup" and filled my "accounting preferences" > and clicked "Add". My information have been saved and the "Add" button > has become an "Update" button. > - Is my manipulation correct (and equivalent to your advice) ? > > 3/ Even if you confirm that there is a link between "the 'Set to > complete' button in the Setup application" and "the 'Setup' option > next to my company's name in the Accounting application", the sequence > "Setup application (to fill the company basic info) -> Accounting > application (to fill the company accounting info) -> Setup application > (to click on 'Set to complete')" is too strange. I must be making a > mistake somewhere. And with all these doubts I have not clicked on > 'Set to complete' yet... Well, I'm lost. > > Thanks in advance > Nicolas > > > On Thu, Mar 6, 2014 at 2:48 AM, Hans Bakker > <[hidden email] <mailto:[hidden email]>> > wrote: > > The setup option in the main menu will only appear if there is no > entry in the entity: PartyAcctgPreference > > If you add a new accounting company, you can add data that later > you cannot modify like the currency of that company. > > If you select the setup to be complete, the accounting company is > added to the PartyAcctgPreference entity and the setup option will > diappear from the menu. Any data entered can be modified except > for the specific data on the PartyAcctgPreference entity which can > however be modified using webtools but not with the regular user > menus. > > Regards, > Hans > > > On 06/03/14 02:37, Jacques Le Roux wrote: > > Note that, IIRW before using the Setup application you need > first "'to seed OFBiz" (ant load-seed or maybe even load-extseed) > And then create an admin account: ant create-admin-user-login > > I let Hans, who created the Setup application, complete/amend > my answer and answer deeper to your question. > > I personally prefer to seed by importing specific files, but > that's a point of view. > > Jacques > > Le 05/03/2014 19:10, Nicolas a écrit : > > Hello, > > When I've used the Setup application, I've followed this > sequence : > 1/ ant start > 2/ use the Setup application > (https://localhost:8443/ofbizsetup) > 3/ ant stop. > > Since then, I'm using OFBiz with this "production sequence" : > 1/ ant start > 2/ use the OFBiz applications (beginning, for instance, with > https://localhost:8443/accounting/control/main) > 3/ ant stop. > > During my setup sequence, I have followed the steps from > the internal help ( > http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) > with one > exception : the advice "click 'Set to complete' button". > I've ignored this > advice because : > - I thought "I have not filled all the configurable parts > (I've no product > store or web site or first customer yet) so there is a > risk that 'Set to > complete' blocks everything". > - I thought "I will check JIRA, the mailing list, and the > Wiki, to > understand the exact goal of this button". > - I thought "In my opinion, the Setup application is not > mandatory, it is > just a wizard, so it shouldn't block anything. I should be > able to complete > / modify all my items at any time by using my production > sequence.". > - Before launching my "production sequence" for the first > time, I thought > "Perhaps I won't find my configured organization because > I've not clicked > 'Set to complete' ". But I've launched my "production > sequence" and all my > configured data are visible. > > So : what is the exact goal / consequence of the 'Set to > complete' button > in the Setup application ? > And : Is this button able to "freeze" some data so that it > can't be > completed / modified at any time by using my production > sequence ? > > Thanks in advance > Nicolas > > > |
Re: About 'Set to complete' button in the Setup application
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Administrator
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In reply to this post by Nicolas
No you are right to use "ant load-extseed". Later you will import your own data using either webtools import for testing and eventually putting files
to import in your ofbiz-component.xml hot-deploy file/s when ready Jacques Le 05/03/2014 22:10, Nicolas a écrit : > My apologies. When writing my last mail, I was so focused on the Setup > application that I've not listed the steps done prior to the mentioned > "sequences". > > My (unlisted) first steps have been : > 1/ ant load-demo > 2/ explore the demo data with "ant start + use the OFBiz applications on > https://localhost:8443/... + ant stop" (this step has lasted several > days...) > 3/ ant clean-all > 4/ ant load-extseed > 5/ ant create-admin-user-login > > I've applied 1/ and 2/ due to the chapter "Quick & Easy Setup" of > https://cwiki.apache.org/confluence/display/OFBADMIN/Demo+and+Test+Setup+Guide > I've applied 3/, 4/, 5/ (and the previously mentioned "setup sequence") > due to the chapter "How to get started" of > http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML > > I'm unsure about your last sentence. I'm currently beginning my business, > I've no data, so I can't "seed by importing specific files", am I right ? > In my context, is it a mistake to use "ant load-extseed" ? > > Thanks in advance > Nicolas > > > On Wed, Mar 5, 2014 at 8:37 PM, Jacques Le Roux < > [hidden email]> wrote: > >> Note that, IIRW before using the Setup application you need first "'to >> seed OFBiz" (ant load-seed or maybe even load-extseed) >> And then create an admin account: ant create-admin-user-login >> >> I let Hans, who created the Setup application, complete/amend my answer >> and answer deeper to your question. >> >> I personally prefer to seed by importing specific files, but that's a >> point of view. >> >> Jacques >> >> Le 05/03/2014 19:10, Nicolas a écrit : >> >> Hello, >>> When I've used the Setup application, I've followed this sequence : >>> 1/ ant start >>> 2/ use the Setup application (https://localhost:8443/ofbizsetup) >>> 3/ ant stop. >>> >>> Since then, I'm using OFBiz with this "production sequence" : >>> 1/ ant start >>> 2/ use the OFBiz applications (beginning, for instance, with >>> https://localhost:8443/accounting/control/main) >>> 3/ ant stop. >>> >>> During my setup sequence, I have followed the steps from the internal >>> help ( >>> http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) with >>> one >>> exception : the advice "click 'Set to complete' button". I've ignored this >>> advice because : >>> - I thought "I have not filled all the configurable parts (I've no product >>> store or web site or first customer yet) so there is a risk that 'Set to >>> complete' blocks everything". >>> - I thought "I will check JIRA, the mailing list, and the Wiki, to >>> understand the exact goal of this button". >>> - I thought "In my opinion, the Setup application is not mandatory, it is >>> just a wizard, so it shouldn't block anything. I should be able to >>> complete >>> / modify all my items at any time by using my production sequence.". >>> - Before launching my "production sequence" for the first time, I thought >>> "Perhaps I won't find my configured organization because I've not clicked >>> 'Set to complete' ". But I've launched my "production sequence" and all my >>> configured data are visible. >>> >>> So : what is the exact goal / consequence of the 'Set to complete' button >>> in the Setup application ? >>> And : Is this button able to "freeze" some data so that it can't be >>> completed / modified at any time by using my production sequence ? >>> >>> Thanks in advance >>> Nicolas >>> >>> |
Re: About 'Set to complete' button in the Setup application
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In reply to this post by hans_bakker
Hi Nicolas,
Ok i tried it again, using the blog and adjusting the commands to the newest ofbiz version: trunk version for linux: ./ant run-install-extseed -> ./ant load-extseed ./startofbiz.sh -> ./ant start everything is working fine, the only 'problem' i saw that 'ofbizsetup' did not appear in the main menu...... Thanks for your questions, i have a presentation to a potential new customer next week and i will use this again..... Regards, Hans On 07/03/14 09:03, Hans Bakker wrote: > I even wrote a blog about it.... > > http://www.antwebsystems.com/cms/ViewBlogArticle?articleContentId=C-16907&blogContentId=AWS_BLOG > > > did not use this feature for some time..... > > regards, > Hans > > On 07/03/14 05:09, Nicolas wrote: >> Thank you very much Hans, but... >> >> 1/ I suppose that we don't use the same versions of OFBiz : >> - I'm using OFBiz 12.04.02, with JDK 1.7 update 51 (64-bits), in a >> Windows 64-bits environment. >> - When I read your answer or old mails in the ML (such as : >> http://mail-archives.apache.org/mod_mbox/ofbiz-dev/201205.mbox/%3cCAHn+_8OaGsuSRqkKnd8EH0mFamwVu=oEnUrYyQxZaZac_Rpg9g@...%3e), >> everybody talks about the "setup option in the main menu". But I >> don't see this option. When I use my "production sequence", the setup >> option is absent from the menus (cf attached files im1_top_menu.png >> and im2_acc_menu.png). >> - I don't reach the Setup application by using a menu. I reach the >> Setup application by using its url (cf attached file im3_setup.png). >> >> 2/ I've tried to follow your hint about PartyAcctgPreference : >> - I have not seen much accounting info in the Setup application. >> - By using the Accounting application and the menu "Organization GL >> Settings", I have seen a Setup option, next to my company's name. >> - I have clicked this "Setup" and filled my "accounting preferences" >> and clicked "Add". My information have been saved and the "Add" >> button has become an "Update" button. >> - Is my manipulation correct (and equivalent to your advice) ? >> >> 3/ Even if you confirm that there is a link between "the 'Set to >> complete' button in the Setup application" and "the 'Setup' option >> next to my company's name in the Accounting application", the >> sequence "Setup application (to fill the company basic info) -> >> Accounting application (to fill the company accounting info) -> Setup >> application (to click on 'Set to complete')" is too strange. I must >> be making a mistake somewhere. And with all these doubts I have not >> clicked on 'Set to complete' yet... Well, I'm lost. >> >> Thanks in advance >> Nicolas >> >> >> On Thu, Mar 6, 2014 at 2:48 AM, Hans Bakker >> <[hidden email] >> <mailto:[hidden email]>> wrote: >> >> The setup option in the main menu will only appear if there is no >> entry in the entity: PartyAcctgPreference >> >> If you add a new accounting company, you can add data that later >> you cannot modify like the currency of that company. >> >> If you select the setup to be complete, the accounting company is >> added to the PartyAcctgPreference entity and the setup option will >> diappear from the menu. Any data entered can be modified except >> for the specific data on the PartyAcctgPreference entity which can >> however be modified using webtools but not with the regular user >> menus. >> >> Regards, >> Hans >> >> >> On 06/03/14 02:37, Jacques Le Roux wrote: >> >> Note that, IIRW before using the Setup application you need >> first "'to seed OFBiz" (ant load-seed or maybe even >> load-extseed) >> And then create an admin account: ant create-admin-user-login >> >> I let Hans, who created the Setup application, complete/amend >> my answer and answer deeper to your question. >> >> I personally prefer to seed by importing specific files, but >> that's a point of view. >> >> Jacques >> >> Le 05/03/2014 19:10, Nicolas a écrit : >> >> Hello, >> >> When I've used the Setup application, I've followed this >> sequence : >> 1/ ant start >> 2/ use the Setup application >> (https://localhost:8443/ofbizsetup) >> 3/ ant stop. >> >> Since then, I'm using OFBiz with this "production >> sequence" : >> 1/ ant start >> 2/ use the OFBiz applications (beginning, for instance, with >> https://localhost:8443/accounting/control/main) >> 3/ ant stop. >> >> During my setup sequence, I have followed the steps from >> the internal help ( >> http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) >> with one >> exception : the advice "click 'Set to complete' button". >> I've ignored this >> advice because : >> - I thought "I have not filled all the configurable parts >> (I've no product >> store or web site or first customer yet) so there is a >> risk that 'Set to >> complete' blocks everything". >> - I thought "I will check JIRA, the mailing list, and the >> Wiki, to >> understand the exact goal of this button". >> - I thought "In my opinion, the Setup application is not >> mandatory, it is >> just a wizard, so it shouldn't block anything. I should be >> able to complete >> / modify all my items at any time by using my production >> sequence.". >> - Before launching my "production sequence" for the first >> time, I thought >> "Perhaps I won't find my configured organization because >> I've not clicked >> 'Set to complete' ". But I've launched my "production >> sequence" and all my >> configured data are visible. >> >> So : what is the exact goal / consequence of the 'Set to >> complete' button >> in the Setup application ? >> And : Is this button able to "freeze" some data so that it >> can't be >> completed / modified at any time by using my production >> sequence ? >> >> Thanks in advance >> Nicolas >> >> >> > |
Re: About 'Set to complete' button in the Setup application
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Administrator
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In reply to this post by Nicolas
Inline...
Le 06/03/2014 23:09, Nicolas a écrit : > Thank you very much Hans, but... > > 1/ I suppose that we don't use the same versions of OFBiz : > - I'm using OFBiz 12.04.02, with JDK 1.7 update 51 (64-bits), in a Windows 64-bits environment. It's not recommended to use Java 7 with OFBiz yet. Though it works with trunk, tests don't all pass. For releases which are quite older you might cross more issues, Java 6 is recommended > - When I read your answer or old mails in the ML (such as : > http://mail-archives.apache.org/mod_mbox/ofbiz-dev/201205.mbox/%3cCAHn+_8OaGsuSRqkKnd8EH0mFamwVu=oEnUrYyQxZaZac_Rpg9g@...%3e), everybody > talks about the "setup option in the main menu". But I don't see this option. When I use my "production sequence", the setup option is absent from > the menus (cf attached files im1_top_menu.png and im2_acc_menu.png). > - I don't reach the Setup application by using a menu. I reach the Setup application by using its url (cf attached file im3_setup.png). > snapshots normally don't make through on ASF MLs > 2/ I've tried to follow your hint about PartyAcctgPreference : > - I have not seen much accounting info in the Setup application. > - By using the Accounting application and the menu "Organization GL Settings", I have seen a Setup option, next to my company's name. > - I have clicked this "Setup" and filled my "accounting preferences" and clicked "Add". My information have been saved and the "Add" button has > become an "Update" button. > - Is my manipulation correct (and equivalent to your advice) ? > > 3/ Even if you confirm that there is a link between "the 'Set to complete' button in the Setup application" and "the 'Setup' option next to my > company's name in the Accounting application", the sequence "Setup application (to fill the company basic info) -> Accounting application (to fill > the company accounting info) -> Setup application (to click on 'Set to complete')" is too strange. I must be making a mistake somewhere. And with > all these doubts I have not clicked on 'Set to complete' yet... Well, I'm lost. That's why I prefer to not use the Setup component :D It seems incomplete to me, but I must say I don't recall clearly and it was maybe an old version I used then Jacques > > Thanks in advance > Nicolas > > > On Thu, Mar 6, 2014 at 2:48 AM, Hans Bakker <[hidden email] <mailto:[hidden email]>> wrote: > > The setup option in the main menu will only appear if there is no entry in the entity: PartyAcctgPreference > > If you add a new accounting company, you can add data that later you cannot modify like the currency of that company. > > If you select the setup to be complete, the accounting company is added to the PartyAcctgPreference entity and the setup option will diappear > from the menu. Any data entered can be modified except for the specific data on the PartyAcctgPreference entity which can however be modified > using webtools but not with the regular user menus. > > Regards, > Hans > > > On 06/03/14 02:37, Jacques Le Roux wrote: > > Note that, IIRW before using the Setup application you need first "'to seed OFBiz" (ant load-seed or maybe even load-extseed) > And then create an admin account: ant create-admin-user-login > > I let Hans, who created the Setup application, complete/amend my answer and answer deeper to your question. > > I personally prefer to seed by importing specific files, but that's a point of view. > > Jacques > > Le 05/03/2014 19:10, Nicolas a écrit : > > Hello, > > When I've used the Setup application, I've followed this sequence : > 1/ ant start > 2/ use the Setup application (https://localhost:8443/ofbizsetup) > 3/ ant stop. > > Since then, I'm using OFBiz with this "production sequence" : > 1/ ant start > 2/ use the OFBiz applications (beginning, for instance, with > https://localhost:8443/accounting/control/main) > 3/ ant stop. > > During my setup sequence, I have followed the steps from the internal help ( > http://demo-trunk.ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML) with one > exception : the advice "click 'Set to complete' button". I've ignored this > advice because : > - I thought "I have not filled all the configurable parts (I've no product > store or web site or first customer yet) so there is a risk that 'Set to > complete' blocks everything". > - I thought "I will check JIRA, the mailing list, and the Wiki, to > understand the exact goal of this button". > - I thought "In my opinion, the Setup application is not mandatory, it is > just a wizard, so it shouldn't block anything. I should be able to complete > / modify all my items at any time by using my production sequence.". > - Before launching my "production sequence" for the first time, I thought > "Perhaps I won't find my configured organization because I've not clicked > 'Set to complete' ". But I've launched my "production sequence" and all my > configured data are visible. > > So : what is the exact goal / consequence of the 'Set to complete' button > in the Setup application ? > And : Is this button able to "freeze" some data so that it can't be > completed / modified at any time by using my production sequence ? > > Thanks in advance > Nicolas > > > |
Re: About 'Set to complete' button in the Setup application
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Jacques,
I agree with you, we also not use it for an initial installation. We use it however in a demo to potential customers, showing them the setup, entering a sales order and quick shipping it. then show the generated invoice and payment and the accounting trial balance emphasizing that data is only entered once and re-used.... Regards, Hans On 07/03/14 10:14, Jacques Le Roux wrote: > > That's why I prefer to not use the Setup component :D It seems > incomplete to me, but I must say I don't recall clearly and it was > maybe an old version I used then > |
Re: About 'Set to complete' button in the Setup application
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In reply to this post by Jacques Le Roux
We also don't use the setup functionalities anymore when setting up new
tenants and dependent internal organisations that need an accounting setup. Setup scenarios vary to much to be handled by such a tool. But I guess it will suffice for demo purposes. Regards, Pierre Smits *ORRTIZ.COM <http://www.orrtiz.com>* Services & Solutions for Cloud- Based Manufacturing, Professional Services and Retail & Trade http://www.orrtiz.com |
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Thank you, Hans, Jacques and Pierre, for these complementary answers !
When looking at the bright side of things : - Apart from the click on 'Set to complete' and the use of Java 7 (instead of 6), my way of using OFBiz is in accordance with Hans's blog. Well, this is not a miracle, because I've stated in my second mail that I've just followed the available documentations. - Using the Setup application is... optional - Clicking on 'Set to complete' is... optional - My attached files were lost, but they were... optional So, everything's fine. No more problem. But, when looking at the dark side of things : - The Setup application does not appear in the main menu. - The Setup application is optional (and it seems that the majority of the users don't use it for initial installation) so I think the role of the "Setup application" could be clarified with a new name, such as "Organization setup assistant (or helper) (or wizard)". - Usually, the local help system reachable through the "question mark" is a "context sensitive help". But it is not true for the Setup application : in this application, a click on the "question mark" opens the help system on the generic page saying "Welcome to the Apache OFBiz help system. If you arrived at this page without selecting the index, then a specific help page was not yet available" (and then the user has to select "OFBiz Setup" in the help system index). These problems are minor, but I'm a novice user, I don't know if/how they should be added to Jira. One last note, for Hans : if you show the blog to your new customer next week, be careful, the chapter "Setting up a production environment" contains a broken link to the Wiki. I think the page has been renamed https://cwiki.apache.org/confluence/display/OFBTECH/Apache+OFBiz+Technical+Production+Setup+Guide Best regards Nicolas On Fri, Mar 7, 2014 at 10:18 AM, Pierre Smits <[hidden email]>wrote: > We also don't use the setup functionalities anymore when setting up new > tenants and dependent internal organisations that need an accounting setup. > Setup scenarios vary to much to be handled by such a tool. > > But I guess it will suffice for demo purposes. > > Regards, > > Pierre Smits > > *ORRTIZ.COM <http://www.orrtiz.com>* > Services & Solutions for Cloud- > Based Manufacturing, Professional > Services and Retail & Trade > http://www.orrtiz.com > |
Re: About 'Set to complete' button in the Setup application
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Administrator
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In reply to this post by hans_bakker
That's an interesting point, thanks for the clarification Hans!
Jacques Le 07/03/2014 04:43, Hans Bakker a écrit : > Jacques, > > I agree with you, we also not use it for an initial installation. > > We use it however in a demo to potential customers, showing them the setup, entering a sales order and quick shipping it. > then show the generated invoice and payment and the accounting trial balance emphasizing that data is only entered once and re-used.... > > Regards, > Hans > > > On 07/03/14 10:14, Jacques Le Roux wrote: >> >> That's why I prefer to not use the Setup component :D It seems incomplete to me, but I must say I don't recall clearly and it was maybe an old >> version I used then >> > > |
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