course guide basic technical training online
TRANSCRIPT
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Basic Technical Training
Online Course Guide
2.50v5 2010
www.openbravo.com
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I. Course Summary
The objective of the Basic Technical Training is to give partners and consultants thechance to learn the fundamental technical no!ledge required to perform a "asicO#en"ravo $%& im#lementation.
This course is designed as an active self'studytrainingsupported by an Openbravotraining specialist. The course requires roughly (0 hours of dedication which the studentmay invest as he or she sees fit across the ('!ee availa"ility. Students will be givenmaterials, exercises, tests, their own virtual environment and assistance from ourinstructors. This way we aim for a unique, but even more, an efficient handson learningexperience by real examples. !e would li"e to emphasi#e that this course is not a set oflive or #assive !e"cast sessions.
By the end of the course the student !ill have de#loyed and #acaged a com#letereal life instance of O#en"ravo $%& a##lication according to a fictitious customer)sre*uirements given.
This course does not cover the functional no!ledge required to complete animplementation which is given during the Basic Functional Training.
II. %e*uirements
I+.1 Target ,udience
This course is aimed at potential and current #artners, consultants, develo#ers,or any trainee required to learn the s"ills needed for a basic implementation of Openbravo$%&.
I+.2 -no!ledge &rere*uisites
basic functional no!ledge of Openbravo $%&
good "nowledge of S$$CT *ueries /S
basic system and data"ase administration
$%& consulting e#erience is a considerable plus
I+.3 Com#uter %e*uirements
dual core processor '()*# or faster+
2G" %,4or more
ompatible !e" "ro!ser- irefox /.0 or later, 1nternet $xplorer 2.0 or later, Safari /.0or later
latest release of Openbravo $%& installed with &ostgres database 'all materials and
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solutions are based on it+. 1f not, a virtual machine should used.
III. Course Schedule
This course is based on a self'study model with an estimated (0h studentdedication required. 3uring the ('!ee availa"ility and tutor su##ort, the student canchoose his or her o!n #ace to follow and go through the chapters to complete thecourse. The following topics are covered by this training 'see next section for details onthese+-
Openbravo 4ser 1nterface Setup and System onfiguration 5odularity lient Setup 3ata 6rchitecture %oles 7 4sers 6pplication 3ictionary %eporting )oodies &ac"aging and The 3evelopment ycle
ive sessionsprovided by the course are-
8. 4onday of the first !ee (&4 C$T- a welcome webcast session with theinstructor
(. Thursday of the last6 fourth !ee 5&4- a wrap up webcast session withthe instructor
/. $ach Thursday during the 9wee" course duration-o :65 $T ; live 1% chat
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client needs to automateprocurement, warehousing and sales
its retailers need to have access to the system so they can entersales orders by themselves, of course without accessing any other vitalinformation of the Woof Incbusiness
main reports customized with their logo and an additional fieldreatedBy visible so that they can see who created it
an alert must indicate new Sales Orders entered directly by a retailers
they run two departments, the food sales and the services sales andthey want separate reporting for each
a simpler menu where daily items are accessible directly from the root
level product window is too complicated as is, must be simplified
they require an image for each product to be "ept in the system
they have a large number of retailers they would li"e to import
they need a full audit trail of orders, invoices, payments and products
I+.1 O#en"ravo 8ser Interface
The use of the application and the common behavior of the user interface will
be discussed and shown within this chapter. onsequently, this gives an idea ofthe elements and the terminology that is referenced and can be customi#ed lateron.
I+.2 Setu# and System Configuration
Before any other tas", a development environment needs to be set up andconfigured.
6ll exercises and customi#ations within this course will have to be performedon the latest version of Openbravo $%&, activated with the Openbravo
&rofessional Subscription.
The following tas"s will be shown and discussed-
deployment options, in particular, virtual appliances
activation of an instance
setting up logos
system settings
audit trail
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I+.3 4odularity
3evelopment of any artifact in Openbravo $%& v(.=0 or later must be part of amodule. 5odularity is an important concept of the application that all consultantsand developers must be aware of and will be discussed here.
The student will first learn how to install and ta"e advantage of existingexternal modules, free community ones as well as commercial ones-
Spain ?ocali#ation &ac"
1nitial 3ata ?oad
$asy $xtensible 6ttributes
6fterwards, a ne! 7oof Inc tem#late 9 module !ill "e created which allsubsequent adjustments will belong to.
I+.( Client Setu#
Before any data can be configured or adjustments made, a new client and theorgani#ational structure needs to be set up. The following concepts and processeswill be covered within this chapter-
multitenancy concept
1nitial lient Setup process
1nitial Organi#ation Setup process
warehouse setup
minimum required functional setups
I+.5 :ata ,rchitecture
Before legacy data can be imported and screens or reports can be extendedand developed, a good "nowledge of the underlying data structures is of utmostimportance. Two related topics will be presented-
8. Openbravo $%& $ntity'%elationshi# /$% diagram
(. Im#ort of legacy data using the 1nitial 3ata ?oad module
/. :ata #artitioning 'system vs client+
I+.; %oles and 8sers
6s the title suggests, privileges grouped into roles and users assigned to themwill be presented. *aving a multitenancy environment, the System vs lientadministrator role concept is new and explained here. The student will learn to
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define a few roles and users on top of the Woof Inc.scenario and its requirements.
4ser preferences will also be discussed here.
I+.< ,##lication :ictionary
One of the major strengths of Openbravo $%& is its 5odel 3riven3evelopment '533+ architecture. Openbravo calls its metadata the ,##lication:ictionary. This metadata contains the majority of the 41 definition and is veryimportant to master when it comes to adjusting the application as well as definingnew 41 elements.
The following concepts will be explained and practiced-
tables and columns 'adding a new column and field+
references 'data types and input widgets+
windows, tabs and fields 'changing existing windows as well as definingnew ones+
application element 'changing labels and help text+
application menu 'customi#ing the menu and defining new items+
recompilation of the application to reflect the changes made
I+.= %e#orting
The majority of reports within the application are based on the @aspersoftengine. *ence, the student will learn about it and how to execute the mostcommon tas"s-
use of i%eport to design reports
customi#ing core reports 'adding logos and additional fields to a Sales1nvoice+
creating new reports from scratch 'using the wi#ard vs manual design,various formats, user parameters, security issues, adding graphs+
ways of embedding reports into Openbravo $%& application
I+.> Goodies
There are a few smaller but interesting topics we would still li"e to show youwithin this chapter-
creating alerts
bac"ground services
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pulling information from Openbravo $%& through webservices
I+.10 &acaging?:evelo#ment Cycle
By this point, the student will have several developed and customi#ed artifactsdone compared to the outofthebox Openbravo $%&. &ac"aging them togetherand migrating them to the customerAs site is the next logical step. *ere are a fewtas"s you will be taught-
pac"aging the module
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+II. &rice and %egistration&lease chec" the information online
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