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Monday 27 August 2012

How to Install Business Templates

ERP5 is based on a very generic core library which implements the Universal Business Model (UBM). This core is then specialized through business templates  to provide applications in each business field of an ERP5: accounting, trade, CRM, document management, etc.

Available Business Templates

The list of available business templates can be found in the developers documentation with there related documentation. The business templates are also listed on the public SVN repository.

How to install Business Templates

The best way to install business templates is to connect to ERP5 as Manager and invoke the menu 'My favourites' >> 'Manage Business Templates'. This brings you to a page which displays installed business templates.
Then click on the 'Import / Export' button. You will be redirected to a dialog which by default is use to set a repository of business templates:
Define the source of business templates. If you plan to develop applications, use the latest snapshot: http://www.erp5.org/dists/snapshot/bt5. If you wish to use a tagged business template, you can browse the repository to find the propoer URL. It could be for instance http://www.erp5.org/dists/release/5.4.6/bt5/
Once the source is set, click again on the "Import / Export" button and invoke the dialog 'Install Business Templates from repositories'. This shows a list of installable business templates:
Select the business templates you plan to install thanks to the checkbox and click on 'Install Business Template from Repositories' button. A page which lists all components to be installed is displayed:
You can check the data, then click on 'Install Business Templates' to validate.
You can read more informations about business templates on the old developer wiki page about ERP5 business templates.

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