Configuring opentaps

Preliminary Setup

First, make sure that you:

• properly installed opentaps and have it running, following the general installation instructions
• configured a database to run with opentaps. See instructions for installing MySQL for opentaps and installing PostgreSQL for opentaps
• if you need to, you can change the port configurations for opentaps

Setting up Your Company

Next, you should start setting up your company. For your convenience, we have provided a configuration template in the hot-deploy/mycompany directory of opentaps to help you configure your company. You should start by copying this directory over to another hot-deploy directory for your company's use. For example, if you are configuring opentaps for XYZ Company, then make a copy of mycompany to xyzcompany:

opentaps-1.0$ cp -r hot-deploy/mycompany hot-deploy/xyzcompany

Then, remove the .svn directories inside xyzcompany, so you won't be getting conflicting updates from the main opentaps repository later. In Linux, you can do that by

opentaps-1.0$ cd hot-deploy/xyzcompany
xyz-company$ find . -name '.svn' -exec rm -rf {} \;

Now you are ready to start editing the files in hot-deploy/xyzcompany/data. The following XML files are available:

• CRMSFATypes.xml: used for configuring custom field types for the opentaps CRM application, such as industries, lead sources, etc.
• CompanyData.xml: name, address, and other contact information for your company
• Warehouses.xml: your company's warehouses and their locations
• Shipping.xml: This file configures the carriers and their shipping methods, including service codes and sizes of packaging. Standard data for US-based carriers, like UPS, FedEx, U.S. Postal Service, and DHL are provided here.
• Store.xml: this file configures your products stores. You should create a different file for each product store you wish to set up. In general, each product store embodies a set of sales policies, including sales or VAT tax, payment processing settings, shipping rates, notification e-mails, and order fulfillment policies. The configuration of product stores is discussed in greater detail in Basic Catalog Manager Documentation.
• Catalog.xml: this file contains the basic product catalog set up to get you started with your products.
• ChartOfAccount.xml, DefaultInvoiceItemTypeGlAccounts.xml, Accounting.xml: these three files contain the accounting configurations for your company. They contain a chart of accounts and instructions on how the chart of accounts should be used. See Configuring the General Ledger.
• Users.xml: this file can be used to create the initial administrative users.

After editing these files, edit the file ofbiz-component.xml in your company's directory and add