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Openbravo ERP Functional

Training 1
Learning Guide
v3.0.6
2013OpenbravoS.L.U.Allrightsreserved.Theinformationinthisdocumentisconfidentialandmaynot
bedisseminatedordisclosedtothirdparties(eitherindigitalformoronpaper)withoutthepriorwritten
consentofOpenbravoS.L.U.
WelcometotheFunctionalTraining1.Thiscourseisbasedonaselfstudymodelwithan
estimated40hstudentdedicationrequired.Yourstudiescanbeginassoonasyouhavereceived
accesstotheuniversityplatformandregisteredfortheOpenbravoinstance.Thereareno
lecturesandnoteaches,justawelcomesessionatthebeginningofthecourseandawrapup
sessionattheend.Duringyourstudiesyourquestionscanbeenteredinaforumthatwillbe
answeredwithin24hoursbytheteacherofthecourseduringbusinesshours.Youcan
participateinthechatsessionformoreinteractivecontactwiththeteacherandotherstudents
thatparticipateinthechat.
Afterloggingintheuniversityplatformyouarepresentedwiththefollowingscreen:
Youseethe:
Listofcoursesyouhaveaccessto
Calendarwithupcomingeventsrelatedtoyourcourses
ClickingyourNameinthetoprightcornerenablesyoutoedityourprofileinformation.
Thisisusefulinformationtorepresentyourselfintheforumpostings.
LogoutoftheplatformoptionissituatednexttoyourNameintherighttopcorner.
Byclickingonthecourse,youwillbetakentoitsmainpage:
1. Belowyouwillfindinstructionshowtoregisterforondemand,aninstanceofOpenbravo
Professionaleditionrunningonavirtualserverinthecloudwithsimplemonthlyfeeper
activeuserandnolongtermcommitment.Findmoreinformationinthe
Openbravo_On_Demand_FAQ
Usingtheusername/passwordofOpenbravo/openbravo,youcanloginandusethe
applicationwhenexercisesneedtobeexecuted.DONOTCHANGETHEOPENBRAVO
PASSWORD!Alsodonotinstallanymodulestotheapplicationunlessexplicitly
specifiedintheexercisenosupportwillbeprovidedforenvironmentsthathaveadditional
modulesinstalledbythestudent.
Note:
Significantlyalteringthedemodatawillresultinthefailingofexercises.Studentsare
advisedtotestinlocalinstancesoraftersuccessfullycompletingallexercises.
2. Thecontentofthecourseislistedinthemiddlesection,arrangedbytopic.
3. Anynews,notesorimportanteventswillbeannouncedintheLatestNewssectionon
thetoprighthandside,sokeepaneyeonthissection.
4. Livechatcanbeattendedbyclickingthelink.Forthelivechats,pleaseenteryourfull
name(firstname/lastname,e.g.RenateNieuwkoop)asanickname.Thechatiswithout
sound,itisanonlinechatwiththeteacher.Thereisnofixedagendafortheselivechats,
studentscanbringupanytopicsthattheywanttodiscuss.Thereisnofixedschedule
forthelivechats,theteacherwillconnectuponavailabilityduringEuropeanworkinghours.
Thecontentisscheduledbytopic,forexample:
ThecoursefollowsthebusinessprocessesthataredescribedintheWIKI.Thestartof
yourstudyshouldbebyreadingthedocumentationlistedatthetopofthesection.This
documentationcontainstheory,linkstotheWIKIdocumentationandexercises.
Exercisesrelatedtothetopicneedtobeexecutedinthevirtualenvironment,towhichthe
teacherhasaccessalso.Basedonthecheckpointthatyouhavetosubmit,forexample
adocumentnumber,theteachercanassesswhethertheexercisewasexecuted
correctly.
AnyquestionsconcerningthetheoryortheexercisescanbepostedintheQ&Asection.
Pleasegiveacleartopicanddocumentnumberindicationandpostquestionsonebyone,
sothatotherstudentscaneasilykeeptrackofquestionsalreadyanswered.
Dependingonthesection,thereisalsoaquiztotestyourknowledgeaboutthetopic.
Resultsofthequizzeswillbecommunicatedbytheendofthecourse.
Theexercisesindicateallthestepsthatneedtobeexecuted.Exercisesareclearlymarkedas
beingexercises,forexample:
Intheexercisethefollowingisindicated:
thescenariooftheexercise
anyconfigurationthatneedtobeexecuted
therolethathastobeusedfortheexercise
Lightgreenandboldwordsindicatedocuments/menuitemsoftheapplication.Youcan
findthemwiththequicksearchintheapplication.
Wordsinbetweensquarebrackets[]refertotabnames,forexamplethe[Lines]tabina
SalesOrderscreen.
Italictextistheactualcontentwithinaninputorlistbox.Thisisthevalueyouwouldbe
lookingforortypingin.
whenapplicable,acheckpointwillbeindicated,suchasadocumentnumberthatneedto
besubmitted.Basedonthesecheckpoint,resultsofexerciseswillbereviewedand
graded.
OnDemandInstancetoexecutetheexercises
Duringthiscourse,anOpenbravoOnDemandinstancewillbeusedtoexecuteallthe
exercisesofthecourse.
Atthesametime,anOpenbravoinstructorwillaccessthisonlineinstancewhentroubleshooting
anyproblemsyoumaycomeacross.
WerecommendyoustartbyglancingovertheFAQ:
http://wiki.openbravo.com/wiki/Openbravo_On_Demand_FAQ
TostartanInstance
Aspartofthiscourse,accesstoafreeOpenbravo3OnDemandinstanceisprovidedfora
periodof4weeks.Tostartitone,followthestepsbelow:
1. Navigatetooneofthetwosignuplinksbelow,dependingontheyourgeographicregion
closertothedatacenter:
a. Europe:https://eu.ondemand.openbravo.com/signUp/customer?campaign=143
b. NorthAmerica:
https://www.ondemand.openbravo.com/signUp/customer?campaign=197
FillintheSignUppageusingyourcompanydetails.
Note:Ifwecannotmatchthestartedinstancetoourpartnerand/orstudentinformation,the
instancewillbeshutdownsomakesureyouusethesamedetailsastheonesyouusedtosign
upforthecourse.
1. WhenchoosingtheApplicationAddress,pleaseusetheconcatenationofyourFirst
Name+Lastname,allinlowercaseandnospace,e.g.:
Thisway,theOpenbravoinstructorwilleasilyrecognizeyourinstancesandhelpyouout
ifyougetstuck.
Note:Thisaddressalsohelpsusmatchfreeinstanceswithstudentaccounts.Ifyoudo
notfollowtheApplicationAddressruleabove,itmayhappenthatyourinstancewillbe
shutdown!
2. ConfirmusingtheSignMeUp!buttonandreceiveanemailandamessage:
1. Note:Eventhoughtheinstanceinstallationtimeisdisplayedandusuallywithinafew
minutesrange,pleasekeepinmindthatthetimebetweeninstallationandfull
availabilitycouldbeupto30minutes!
2. Waituntiltheinstanceavailabilityconfirmationemailarrives(thisisthesecondemail
youwillreceive,notthefirstone!):
Congratulations,yourOpenbravoOnDemandinstancehasbeensuccessfullydeployed!
TheApplication
ClickingonthelinkintheemailabovewilltakeyoutotheOpenbravo3applicationwithits
standardusername/passwordcombination:Openbravo/openbravo.
Note:DonotchangethepasswordofthisuserincaseanOpenbravoinstructorneedstologin
andtroubleshootyourinstance!
Thisapplicationwillalsobeusedbytheinstructortoverifyyourcheckpointsandtroubleshootin
caseofproblems.
ExtendingtheInstanceAvailability
ThemanagementconsoleisavailableattheURLlistedinthefirstemailyouhavereceived:
Logintothemanagementusingyourcredentials:
SSH Password
IntheCodetab:SSHusernameandpassword
Extension of the instance
Ifafter4weeksoffreeOnDemandinstanceaccessyouwouldliketoextenditandcontinue
beingabletoaccessit,pleasefollowthesteps:
1. Logintoyourmanagementconsole
2. ClicktheMyAccountoptioninthetoprightcorner
3. PicktheAddPaymentoptionfromtheEditdropdown
4. Enteryourcreditcarddetails
Closing/TerminatingtheInstance
Ifyoucompletethecourseaheadofthe4weekinstanceavailabilityperiodandarenotinterested
inextendingitslifebypayingforit,wewouldappreciateyoucloseitbyfollowingthesesteps:
1. Logintoyourmanagementconsole
2. ClicktheMyAccountoptioninthetoprightcorner
3. PicktheChangePlanoptionfromtheEditdropdown
4. ClicktheCancelandclosemyaccountbutton
Goodluckwithyourstudies!
OpenbravoEducationTeam

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