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2019/03/04 05:32 · HF

Available for NS7

Dolibarr is an open source, free software package for small and medium companies, foundations or freelancers. It includes different features for enterprise resource planning (ERP) and customer relationship management (CRM) but also other features for different activities.

There are several feature modules that can be enabled or disabled, as needed. This software is free under GNU General Public License 3.0. It is a web-based application, and can therefore be used wherever an internet service is available. Dolibarr aims to offer free open source ERP and CRM features for people with no technical knowledge, by providing a simple solution.

Dolibarr includes all the important features of an ERP CRM suite. It is modular and is thus characterized by its ease of installation and use, despite the large number of features.

Main Dolibarr features include:

  • Sales Management
  • Purchase Management
  • Customer Relationship Management
  • Products-and-services catalog
  • Stock Management
  • Calendar
  • Event Management
  • Bank account management
  • Address book
  • Foundation-members management
  • Payments management
  • Donations management
  • Commercial actions management
  • Commercial proposals management
  • Contracts management
  • Orders management
  • Standing orders management
  • Shipping management
  • Point of sale
  • Electronic document management
  • Project Management
  • Surveys
  • PDF and OpenDocument generation
  • Reporting
  • Wizard to help to export/import data
  • LDAP connectivity
  • Miscellaneous

Maintainer

Stephane de Labrusse at stephdl@de-labrusse.fr

Installation

1-You need to install my repository, see how to do it

2-You can install dolibarr

yum install nethserver-dolibarr --enablerepo=stephdl-dolibarr

or if you just want to upgrade (the repository is disabled by default)

yum upgrade nethserver-dolibarr dolibarr --enablerepo=stephdl-dolibarr

then do a signal-event nethserver-dolibarr-update

Documentation

For a quick description of standard Dolibarr features, take a look at the module description pages.

More official Dolibarr documentation is available online in the Dolibarr wiki website. You will find users, developers and translators documentation but also information about Dolibarr project. To go onto wiki web site, click https://wiki.dolibarr.org

You may also find non official documentation (nor written, nor validated by Dolibarr dev team), available as PDF files, onto Dolistore (the Dolibarr market place). Try a seach on DoliStore.

Dolistore

This web site is the official market place to find addons and plugins for the Dolibarr ERP CRM project.

Where to start

Once installed dolibarr is available at the URL https://domain.com/dolibarr or inside the applications UI of cockpit, restricted to the local network but this can be modified by the property access (set it to public instead of private).

You have three modules installed by default, Users (Users / Employees and Groups management) and Members (for Foundation members management), LDAP (LDAP directory synchronization) should not ever be disabled if you plan to use openldap or samba AD to authenticate.

NO Account providers

Only admin is created, login admin and password admin, then you have to create all your users and groups

Need I say to change the admin password ?

Account providers

If you use LDAP or SAMBA AD, then any users of the provider can login to dolibarr, however only admin is the real privileged user. All other users can login but have no rights, this is for security. So with the admin user you need to delegate the right of users, either for each user or by group permission. If some users should not have even no right to login, you can disabled them in the dolibarr user menu. Each time you create a user in NethServer menu, this user is created inside the mariaDB of dolibarr, if a user doesn't exist inside the mariaDB, this user cannot login.

When you use a remote account provider (not installed on the same server of dolibarr) this synchronisation is not more possible, you have to create each user manually inside the user list.

  • login with admin
  • go to the user menu
  • use create a New user
  • click on Users in LDAP database
  • select your user
  • press GET
  • Then finish to fill the good settings, permission, ownership, is admin ….

Account provider installed after dolibarr

not a problem, trigger nethserver-dolibarr-update it will create the user list inside the mariadb of dolibarr

E-smith properties

 dolibarr=configuration
    DomainName=                   # set to '' by default, set a FQDN to reach dolibarr to https://FQDN
    MaxExecutionTime=0            # PHP otion in seconds, 0 is unlimited
    MaxFileUploads=20             # PHP option max number of file to upload
    MemoryLimit=128               # PHP option in MB
    MysqlAuth=disabled            # if enabled you can login with LDAP and mariadb user -> change default admin/admin password
    PostMaxSize=8                 # PHP option in MB        
    UploadMaxFilesize=4           # PHP option in MB
    access=private                # private or public (public === external LAN access)
    rpmVersion=11.0.3             # do not change it ever, important for the inline upgrade
    status=enabled                # enabled/disabled the apache vhost

DomainName (not set by default) use a FQDN domain name. Once set, dolibarr is reachable at https://toto.com instead of https://your_ip/dolibarr

config setprop dolibarr DomainName toto.com
signal-event nethserver-dolibarr-update

If you plan to allow LDAP and MARIADB login, you must think to change the password of admin in mysql, it is set to admin. Go to the user list in the dolibarr software and change the password of admin.

For any changes do after a : nethserver-dolibarr-update

Backup Dolibarr

I am not responsible of backup, nor the recovery strategy, this is a FREE software, you are responsible of all backups and disaster recovery strategies

  • Each night the rpm does a backup of mariadb to /var/lib/nethserver/backup_db_dolibarr/, you are welcome to test the recovery of the mysql dump from time to time
mysql dolibarr < /var/lib/nethserver/backup_db_dolibarr/dolibarr-2020-4-18-17-25
  • If you plan to install the internal backup-data of NethServer, then the folder /usr/share/dolibarr/documents will be saved inside your backups, please verify from time to time that your backups are not corrupted.

    Enable the repository

This repository cannot be enabled by my side, an ERP is a really important software and any migration should be tested first by you, then decide if you have no regression to upgrade it.

As ever for any free software I am responsible for nothing, you are in charge of backup, recovery strategy etc, etc…

modify /etc/yum.repos.d/stephdl-dolibarr.repo

modify enabled=0 to enabled=1

drop a file /etc/e-smith/templates/etc/nethserver/eorepo.conf/10dolibarr

{
# enable the stephdl-dolibarr  repo

push @repos, 'stephdl-dolibarr';

    '';
}

do a signal signal-event software-repos-save

Upgrade

The upgrade or the installation should be handled automatically, however if after an upgrade something is wrong, the dolibarr software will ask you to perform manually the upgrade through the web installer. For security reason a file is present to avoid automatic upgrade , you have to remove it first

rm /usr/share/dolibarr/documents/install.lock

then after the upgrade you should verify it is still present or make it again

touch /usr/share/dolibarr/documents/install.lock

Migration

If you plan to migrate The dolibarr installation to another server you have to take care to copy the /usr/share/dolibarr/documents/ folder (owned by apache:apache) and the mysql database. This mysql database stores some important settings relative to LDAP, then after the mysql restoration if you cannot connect to your users from LDAP, trigger the event signal-event nethserver-dolibarr-update

For the migration do

  • verify the setting of the esmith db : config show dolibarr
  • backup the mysql db : mysqldump dolibarr > dolibarr.sql
  • copy the documents folder
  • install on the remote server the same account provider
  • install nethserver-dolibarr
  • restore the setting of the e-smith db : config setprop dolibarr prop1 value1 prop2 value2 prop3 value3
  • copy the documents folder you saved and restore good ownership : chown apache:apache -R /usr/share/dolibarr/documents/
  • restore the mysql database : mysql dolibarr < dolibarr.sql
  • do a signal-event nethserver-dolibarr-save

Log

Logs are not enabled by default it is a module of dolibarr that you can enable on your own to write all errors/warnings/debug. Apache has the permission to write in the folder /usr/share/dolibarr/documents/, once you have enabled the module Debug Logs you must give the path where to write the logs, /usr/share/dolibarr/documents/dolibarr.log is writable by apache.

You can set in Scheduled jobs when to do a log rotation and in Debug Logs how many logs to keep

Bugs

Please raise Issues on github