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Dolibarr Image Guide

Version 5.0.1

Websoft9 Dolibarr is a pre-configured, ready to run image for running Dolibarr on Alibaba Cloud.

Dolibarr ERP & CRM is an all-in-one suite and easy to use software package to manage your business (customers, invoices, orders, products, stocks, agenda, e-mailings, shipments…).you are able to setup the application to match your need and only your need. Integration between the features/modules you decide to use is ready “in-the-box”, so, even without customization, users are immediately ready to work and won’t have to make any double entry on your information system.

Software Version: Dolibarr5.0.1
Software directory: /data/wwwroot/default/dolibarr

Basic software environment: LAMP
PHP Configuration File: /usr/local/php/etc/php.ini
Virtual host Configuration File directory: /usr/local/apache/conf/vhost
Virtual host Configuration Command: /root/oneinstack/vhost.sh

Database install directory: /usr/local/mysql
Database data directory: /data/mysql
Database Configuration File: /etc/my.cnf

After the installation of Image,please verify it

  • Login on Alibaba Cloud console,get you Internet IP Address
  • Open you Chrome or Firefox on your local PC,visit the http://Internet IP Address/
  • If verify successfully,you can enter the boot page of Websoft9 below
  • If no response from browser,please check the Security Group settings to ensure that port 80 is been allowed

This Image use MySQL for database

#default user/password:root/123456

MySQL User Guide: Click here

Step1. Create a database

1.login in MySQL:

Method 1:Use following URL to open phpMyAdmin page: http://< Public net IP >/phpMyAdmin

Method 2:Use SSH command to login in.

mysql -uroot –p                                #enter mysql console

 #default user/password:root/123456            More MySQL User Guide: Click here

 

2.create a database:

MySQL [(none)]> create database mydbname;

MySQL [(none)]> show databases;

 

3.Create a Database User and grants permissions to the User:

MySQL [(none)]> grant all privileges on mydbname.* to username@'localhost' identified by 'userpassword';

MySQL [(none)]> flush privileges;

MySQL [(none)]> exit;

before2

Step2. Add a virtual host

Use SSH Command to Add a virtual host:

[root@iZbp1i4rjdsy216yq7lgucZ ~]# cd /root/oneinstack
[root@iZbp1i4rjdsy216yq7lgucZ oneinstack]# ./vhost.sh

Note: Input the derectory for your domain is /data/wwwroot/default/dolibarr/htdocs

Step3. Install Dolibarr

Open your domain name via browser:
1.  Click “Click here to finish Dolibarr install process …”;

2.  Select a language, Click “Next step”;

3.  Click “Start”;

4.  Enter your database configuration,  Click “Next step”;

5.  Click “Next step”;

6.  Click “Next step”;

7.  Set your admin account, Click “Next step”;

8.  This installation is complete, Click “Go to Dolibarr…”;

9. Enter your admin account, Click “Connection”;

10.  This is the Dolibarr page.

After Dolibarr installation, you must setup Dolibarr parameters to match your needs.

Company/Foundation

The first mandatory step is to define your company/foundation. For this, from home page, choose menu “Home->Setup->Company/Foundation” and edit informations for company or foundation you want to manage.

  • Name: Name of your company or foundation
  • Logo: Add here a logo of your company (.png, .jpg or .gif). There is no recommended size but the image but the recommended format is png with NO transparent layer (Dolibarr use FPDF that does not support this format).
  • Pays (country): Don’t forget to define your country because some other options depends on it.
  • VAT: Also tell if you have to manage VAT or not.

Modules

Activation of modules is the second mandatory step. What modules you will activate depends on what you want to do with Dolibarr. In most cases, you may want to use all modules. You have to activate one by one each module you plan to use. For example, to manage a company, you might activate modules: Third party, Invoices and Products, but probably a lot of more modules.

To activate a module you want, go to page “Home->Setup->Modules” and click the button ‘on/off’ in the “Status” column to enable it.

If you are not sure of the meaning of a module, you can activate it one by one and see what new menu appears in Dolibarr (the horizontal bar, also, after activating a module, check that you grant to yourself permissions on new features that were enabled). You can activate or deactivate a module when you want.

Once a module has been activated, some of them may need a particular setup (click on the setup icon that appears on the right of module line if a module needs its own setup). See documentation of module for more informations.

Display

On this page, you can define force language of application and the look and feel of screens. In a first use, you can keep everything with default values.

Note: Activating multilanguage option in this screen, you will be able to set prefered langauge of customer to print their Invocie/Propal/Order in their own language. Product translation will also be available

Users

The last step is to create users and assign permissions. Almost all the modules, even activated earlier, are not accessible if you do not give permissions. To do this, you can go to the menu Home -> Users & Groups to define users and their rights. Attention, you should consider to check and reset the user rights when you enable a new module. The list of rights available depends on the activated modules (see above). It is recommended to configure permissions after activating the modules you want to use. For certain actions, if you do not have the rights to do an action, Dolibarr will not show you action. You might miss some useful or important features. To give rights to a user or yourself, if you are an administrator, go to Home -> Users & Groups, select the desired user, then click on its ‘Permission’ tab.

You can avoid these configuration steps for each new created user, by configuring the default rights (understand rights allocated automatically each time a new user created) by configuring the default permissions on the menu Setup Security.

Backup is very import for using Dolibarr

Automatic Backup

Dolibarr have provide the automatic backup tools.

  1. Login as superuser,admin tools->backup,you can enter the interface
  2. Click the “Generate backup” button,backup database
  3. then download all files in /data/wwwroot/default/dolibarr/

Manual Backup

  1. Download the entire Joomla file in you root dictionary by FTP or other tools
  2. Visit http://< Internet IP Address >/phpMyAdmin,login in to the phpMyAdmin Panel
  3. Select you database,then Export you database
  4. Click “go” button,then download the SQL backup file

Restore

  1. Restore archive file (zip file for example) of documents directory to extract tree of files in documents directory of a new Dolibarr installation or into this current documents directoy (/data/wwwroot/default/dolibarr/documents).
  2. Login as superuser,admin tools->restore,you can enter the interface
  3. Restore the data, from a backup dump file, into the database of the new Dolibarr installation or into the database of this current installation (dolibarr). Warning, once restore is finished, you must use a login/password, that existed when backup was made, to connect again. To restore a backup database into this current installation, you can follow this assistant.

This section describe process to upgrade an existing installation of Dolibarr from an old version to a new one.

This is steps to process:
Step 1: Download package (for example from official web site https://www.dolibarr.org/downloads/).
Step 2: Unpack package files into Dolibarr server directory dedicated to Dolibarr: /data/wwwroot/default/dolibarr/
Step 3: Remove file /data/wwwroot/default/dolibarr/documents/install.lock if it exists to allow usage of the update tool.
Step 4: Go to the page that updates the database structure and data: /dolibarr/htdocs/install/.
Step 5: Restore file /data/wwwroot/default/dolibarr/documents/install.lock, with read permission only, to disable any usage of update tool.

  • Customers, Prospects or Suppliers directory
  • Products and services catalog
  • Stock management
  • Bank accounts management
  • Commercial actions management
  • Orders management
  • Commercial proposals management
  • Contracts management
  • Invoices management
  • Payments management
  • Standing orders management
  • Shipping management
  • Expense report management
  • Following social and fiscal tax payments
  • Double entre accounting
  • Agenda with ical,vcal export for third tools integration
  • EDM (Electronic Document Management)
  • Foundations member management
  • Leave requests for employees
  • Mass emailing
  • Realize surveys
  • Point of Sale
  • Donations management
  • Reporting
  • PDF Generation of all elements (invoices, proposals, orders, …)
  • Import and export tools (CSV or Excel)
  • Bookmarks management
  • LDAP connectivity
  • Can be extended with a lot of other external modules available from DoliStore.com (Skins, Google sync, AWStats, Bittorrent, Gravatar, …).

If you use IP installation,please visist:http://Internet IP Address/dolibarr/htdocs/

If you use domain installation,please visist:http://youdomain.com/htdocs/

Websoft9 Dolibarr Image have installed the phpMyadmin

phpMyAdmin install directory: /data/wwwroot/default/phpMyAdmin

Linux

Following is the step for access phpMyadmin

  1. Open Chrome or Firefox on your local PC
  2. visit the http://Internet IP Address/phpMyAdmin,you can enter the login page
  3. select you language,Username:root,Password:123456
  4. Click the button “Go”

Windows

Following is the step for access phpMyadmin

  1. User Remote Desktop Connection of Window to connect to you ECS
  2. Install a Chrome or Firefox browser on you ECS
  3. Open Chrome or Firefox on your ECS
  4. visit the http://localhost/phpMyAdmin,you can enter the login page
  5. select you language,Username:root,Password:123456
  6. Click the button “Go”

When install new extension from back-end it will not successful,may be the permissions of file and folder is not appropriate,you should change it

Web site root permissions to follow:
file 644, folder 755 ,Permissions Users and groups www
If there is a file permissions problem, execute the following three commands:

chown -R www.www /data/wwwroot/default/dolibarr
find /data/wwwroot/default/dolibarr -type d -exec chmod 755 {} \;
find /data/wwwroot/default/dolibarr -type f -exec chmod 644 {} \;

Modify the  /usr/local/php/etc/php.ini file to increase the allowed size for uploads:

; Maximum size of POST data that PHP will accept.
post_max_size = 16M
; Maximum allowed size for uploaded files.
upload_max_filesize = 16M

then,restart the apache

# service httpd res

The PHP configuration file allows you to configure the modules enabled, the email settings or the size of the upload files. It is located at /usr/local/php/etc/php.ini.

There are some PHP settings that need to be sufficient to install.

The values for PHP.ini below are suggested values only.

  • memory_limit – Minimum: 256M Recommended: 1G or better
  • upload_max_filesize – Minimum: 20M
  • post_max_size – Minimum: 20M
  • max_execution_time: At Least 120 Recommended: 300

After modifying the PHP configuration file, restart both Apache and PHP-FPM for the changes to take effect:

# service httpd restart

 

If you receive the message “Maximum execution time of 30 seconds exceeded”.You may also like to extend the max_execution_time for PHP and you can modify it by two methods below

Method one: edit your  /usr/local/php/etc/php.ini


; Maximum execution time of each script, in seconds
; http://php.net/max-execution-time
; Note: This directive is hardcoded to 0 for the CLI SAPI
max_execution_time = 90
; Maximum amount of time each script may spend parsing request data. It's a good
; idea to limit this time on productions servers in order to eliminate unexpectedly
; long running scripts.

Method two: edit your .htaccess:


<IfModule mod_php5.c>
php_value max_execution_time 90
</IfModule>

Those features are not (yet) available even in the latest Dolibarr version.

  • Dolibarr does not contain a Payroll module.
  • Tasks on the project module can’t have dependencies between each other.
  • Dolibarr does not include any Webmail.
  • Double party accountancy is available since 5.0 but reports are not yet complete.
  • To manage several companies or foundations, using one installation, you need to add/buy the Module MultiCompany on www.dolistore.com. Note that without purchasing this extra module you can still make as many installations of companies as you need, but you won’t be able to share elements between them (like customers).
  • Dolibarr can’t do coffee (not yet).