Toolbox

Main Page

Upload file

What links here

Recent changes

Help

Google Search

Participate

General Setup

This article is protected against manual editing because it is automatically generated from Openbravo meta-data. Learn more about writing and translating such documents.

Back to User Guide

1 Introduction
2 Application Menu
3 Advanced

Introduction

General Setup is a key Openbravo setting area as it allows to configure the Openbravo instance.

1. "Multi" data:
Openbravo is a multi-languange, multi-currency and multi-organization ERP.
These Openbravo features handle data such as currencies, countries and regions which are stored in this area with the aim of being shared across Openbravo.

2."Preferences":
Preferences allow to customize the Openbravo instance for one user/s or for all of them, for one Organization/s or for all of them.
Session Preferences can allow showing or hiding information such as "accounting" tabs or "translation" tabs for a given user, role and client.

3. "Alerts":
Alerts are the way Openbravo informs about events of any kind happening. An alert can be notifications such as "Columns with search reference and reference value null" or "Customers with exceed credit". Openbravo supports the configuration of many type of alerts.

4. "Window Personalization":
Most Openbravo windows can be shown two ways which are:

Grid view
and Form view

besides, Openbravo allows the customization of the views, therefore default form and grid views can be customize. Customize views can be stored and retrieve when needed.
Window Personalization is the place where customize "Windows" and "Form" are store after being saved, and therefore maintain.
"Grid" settings are stored in the preference window using a specific property type named "Grid Configuration".

5. Client and "Enterprises":
Openbravo is configured at two different levels which are:

System Client
- The System client is automatically created by Openbravo as part of the Openbravo installation process. An Openbravo installation can only have one System Client.
- Same way, a System User and a System Administration Role are created and linked to each other by Openbravo after Openbravo installation is completed.
- This client handle application data such as tables, columns and fields.
- This client also has some data so can be shared among clients such as currencies, uoms, etc
Client
- Clients are created by running a system process named Initial Client Setup. This process also creates a "Client Admin" role for each client.
- Every Openbravo instance must have at least one Client to operate.
- Moreover, Openbravo is a Multi-Client application which means that each Openbravo installation can have multiples clients.
- In this Client master data is created such as business partners and products to share among all the enterprises or organizations which belongs to it by just creating that type of data at Client level.
- This Client will also have transactional data such as the orders and the invoices booked in any of the enterprises or organizations which belong to it.
- There is a feature which allows to Export a Client to a xml file if needed.
- Finally a user with rights to System Administrator Role is the only one able to Delete a Client if needed and to Import client/s into Openbravo as XML files previously generated.

Besides, Openbravo can have up to three levels which are:

the Client:
- A Client is an independent "Entity" which is composed by at least one organization within an Enterprise Model.
- A client cannot share any master data or transactional data with another client even though it is managed by the same system, however clients within the same system share the same application dictionary or application data.

the Enterprise Model:
- An Enterprise Model is a set of diferent types of organizations configured and structured in a way that matches the enterprise requirements.
- An Organization can only be created once the corresponding client it belongs to has been created.
- There is an organization named (*) which is automatically created at the same time that the system client is created. This organization is a "system" organization, that means that every organization created later on will hierarchically be placed below it.
- Rest of the Organizations are created by running a process named Initial Organization Setup
- A client can have more than one organization as the way of configuring different types of enterprises models which could be:
  - Independent legal entities with a different TaxID number
  - Enterprise groups with the aim of getting agregated figures for the group
  - or business areas of the client.
  - All of the above is possible due to the fact that there are different types of Organizations and besides organizations can be structured in a hierachical way.
- Every organization is managed separately but it is possible that all of them share the same data whenever that data is created, configured or applied:
  - at system client level, which implies that the same data will be shared among all the clients/organizations in the system. For instance currencies and countries.
  - at Client level (*) Organization, which implies that the same data will be shared among all the organizations which belong to the same client. For instance business partners and products.
  - or it could be that a set of organizations share the same data whenever that data is created or applied at their parent organization level.
- Finally, the Enterprise Module Management allows to apply any kind of reference data to the super organization (*) or to a specific organization or set of organizations within a client.

Warehouse.
- Each organization can have several Warehouses where goods are stored.
- A warehouse is normally a physical storage building but Openbravo also allows the configuration of "virtual" storage buildings if required.

6. Security:
Openbravo security can be split into "Functional" security and "Data" security:

Functional or Vertical security manages the access rights to data entities such as windows and processes by properly setting up Users and Roles:
- Users:
  A user is an entity which can log into Openbravo whenever it has a password and at least one role assigned.
  Each person accessing Openbravo should have a different user assigned properly configured.
  Openbravo allows the creation of as many users as required, having said that:
  - Openbravo creates two users by default, the "System" and the "Openbravo" users:
    - System user is the owner of Openbravo application data.
    - It is not possible to log into Openbravo as "System" user.
    - Openbravo user is a "super" user which have access to any Openbravo Client. Openbravo user password is "openbravo", this password can be changed if needed in the user window.
    - It is possible to log into Openbravo as "Openbravo" user.
    - This user is linked among others to the "System Administrator Role", a role which have access to Openbravo application data such as menu, tables and fields.
- Roles:
  Roles are the connection between users and access rights to Organizations, Windows, Processes and Forms among others.
  Access rights are first configured at role level, roles are then assigned to the user/s.
  Openbravo allows the creation of as many roles as required, having said that:
  - Openbravo creates one role by default, the "System Administrator" role.
Data or Horizontal security relates to manage access to subsets of data within entities such as windows and processes, by properly setting up Data Access Level and User Access Level:
- Data Access level defines the client and/or organization each record is going to be visible from. Data access level can be set up for:
  - Tables as every table in Openbravo has a "Data Access Level" field.
- User Access Level allows to limit the records which will be accessible in entities such as Windows, Processes, Forms, Widget Classes and Views for a role, or even limit the access to a given entity.

Another key part of the Openbravo security is Audit Trail. This feature allows to track every change done to any Openbravo table or entity, if it is enable.

7. Processes
There are two system processes automatically listed by default in the Process Request window which can be scheduled or not for the System Client and therefore for all the Organizations:

Accounting Server Process: this process enables to have an automatic background process which posts every document in status completed that can be posted.
Hearbeat Process: this process enables to have an automatic background process which collects information about Openbravo installations.

Apart from that, Openbravo defines other background processes such as the "Payment Monitor process" which can also be monitored in the Process Monitor window.

8. Google Access
Openbravo allows to log-in by using a Google account, there are two way to get that working:

One way is by linking existing Openbravo users to a Google account.
- This way is configured by using the Google Account Association process. This process links Openbravo users to Google accounts.
Another way is by allowing that any user with a Google account can log-in.
- This way is configured by using the Google_Integration_Preferences window. This window allows to pick the most restrictive role of the client.
  That role will be the one assigned to those users do not linked to a Google account.

Application Menu

General Setup area is split in several folders which collect similar settings.
Now let us review each folder and window mentioned above in more detail.

Application

Application folder gathers multi-data settings, attributes values or specific properties settings at different levels as well as alerts configuration.

Client

Client folder collects client basic configuration as well as the role of the client to assign to those users do not linked to a Google account.

Security

Security folder allows to create and cofigure basic security entities such as users, user roles and access rights.

Enterprise Model

Enterprise Model folder allows to create and model the Organizations which belongs to a Client.

Process Scheduling

Process Scheduling folder allows to schedule and monitor Openbravo background processes.

Workspace

ManualDoc:SectionGeneral Setup Workspace(Openbravo Admin)

Advanced