Open ERP install and setup

information This guide is for OpenERP 7.0 on ubuntu 12.04

Setup OpenERP  on ubuntu  12.04

Step 1. update your server

Make sure your server has the latest versions & patches:

sudo apt-get update
sudo apt-get dist-upgrade

Step 2. Create the OpenERP user

Create a “system” user  to own and run the application, with no shell (it’s actually /bin/false) and has logins disabled. Note that openerp's “home” is /opt/openerp.

sudo adduser system home=/opt/openerp group openerp

Step 3. Install and configure the database server, PostgreSQL

Install PostgreSQL

sudo apt-get install postgresql

Then configure the OpenERP user on postgres:

createuser createdb username postgres no-createrole no-superuser pwprompt openerp
Enter password for new role:
Enter it again:

Step 4. Install the necessary Python libraries for the server

Install all dependencies needed for OpenERP 7.0

sudo apt-get install python-dateutil python-docutils python-feedparser python-gdata \

python-jinja2 python-ldap python-libxslt1 python-lxml python-mako python-mock python-openid \

python-psycopg2 python-psutil python-pybabel python-pychart python-pydot python-pyparsing \

python-reportlab python-simplejson python-tz python-unittest2 python-vatnumber python-vobject \

python-webdav python-werkzeug python-xlwt python-yaml python-zsi

The Ubuntu 12.04 packaged version of the python gdata client library is not quite recent enough, upgrade it :

sudo apt-get install python-pip
sudo pip install gdata upgrade

Install the python request library:

sudo apt-get install python-pip

Step 5. Install the OpenERP server

Download the files, then install the code in /opt/openerp/ directory with ownership of all the the files to the OpenERP user

cd /opt/openerp
sudo tar xvf /openerp-7.0-latest.tar.gz
sudo chown -R openerp: *
sudo cp -a openerp-7.0* server

Step 6. Configuring the OpenERP

The default configuration file for the server is in /opt/openerp/server/install/, we need it and change it’s ownership and permissions:

sudo cp /opt/openerp/server/install/openerp-server.conf /etc/
sudo chown openerp: /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf

To allow the OpenERP server to run, you should change the line db_password = False to the same password you used back in step 3.

You  might as well add to the configuration file now,  where to write its log file

sudo mkdir /var/log/openerp
sudo chown openerp:root /var/log/openerp
sudo nano /etc/openerp-server.conf

    db_password = *
    logfile = /var/log/openerp/openerp-server.log

Step 7. Installing the boot script

Create the boot script file at /etc/init.d/openerp-server (You can use the script in /opt/openerp/server/install/openerp-server.init). Then make it executable and owned by root:

sudo cp /opt/openerp/server/install/openerp-server.init /etc/init.d/openerp-server
sudo chmod 755 /etc/init.d/openerp-server
sudo chown root: /etc/init.d/openerp-server

Step 8. Automating OpenERP startup and shutdown

Make the script start and stop automatically with the Ubuntu Server:

sudo update-rc.d openerp-server defaults

Step 9. Testing the server

To start the OpenERP server type:

sudo /etc/init.d/openerp-server start

You should now be able to view the logfile and see that the server has started.

tail /var/log/openerp/openerp-server.log

Now point your web browser at the domain or IP address of your OpenERP server and use port 8069:

What I do recommend you do is to change the super admin password to something nice and strong (Click the “Password” menu). By default this password is just “admin” .

Add 'XLCLOUD ACCOUNTING" plugin to OpenERP  

  1. Copy "cloud_accounting" file to /opt/openerp/server/openerp/addon/
  2. Create a new database.
  3. Log in into OpenERP application using the database created
  4. Add 'Technical Features' rights for the Administrator:
        a. First go to ‘Users’ menu and select ‘Administrator’ and click on ‘Edit’ button.
        b. Change the value of ‘Administration’ field to Acess Rights and make Technical Features checkbox True.
        c. Then save record and reload again. It should display all other menus in the list. If you are not able to see all menus, you may have to re-login into the web client.


After performing above steps, you can see new menus at left sidebar, click on ‘Update Module List’ and follow the instructions.

Finally, you will get your new module in the list. Search for the module under 'Cloud & eInvoicing' category' then click on Install and follow the instructions.


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