How to: OpenERP 6.1, Ubuntu 10.04 LTS, nginx SSL Reverse Proxy

This article follows on (hopefully not unsurprisingly) from the basic 6.1 installation howto.

In this post I’ll describe one way of providing SSL encrypted access to your shiny new OpenERP 6.1 server running on Ubuntu 10.04 LTS.

This time I thought I’d use the nginx (pronounced like “Engine X”) webserver to act as a reverse proxy and do SSL termination for web, GTK client and WebDAV/CalDAV access. nginx is gaining in popularity and is now the second most popular web server in the world according to some figures. It has a reputation for being fast and lean – so it seemed like a good choice for a relatively simple job like this.

I’m indebted to xat for this post which provided the main configuration script for a reverse proxy on OpenERP 6.0. The changes I have made to xat’s original configuration are: different port number, some additional rewrite rules to support WebDAV and the new mobile interface, new location for static files.

NB: For the purposes of this how to, we’ll be using self-signed certificates. A discussion of the pros and cons of this choice is beyond the scope of this article.

Step 1. Install nginx

On your server install nginx by typing:

sudo apt-get install nginx

Next, we need to generate a SSL certificate and key.

Step 2. Create your cert and key

I create the files in a temporary directory then move them to their final resting place once they have been built (the first cd is just to make sure we are in our home directory to start with):


cd
mkdir temp
cd temp

Then we generate a new key, you will be asked to enter a passphrase and confirm:

openssl genrsa -des3 -out server.pkey 1024

We don’t really want to have to enter a passphrase every time the server starts up so we remove the passphrase by doing this:

openssl rsa -in server.pkey -out server.key

Next we need to create a signing request which will hold the data that will be visible in your final certificate:

openssl req -new -key server.key -out server.csr

This will generate a series of prompts like this: Enter the information as requested:

You are about to be asked to enter information that will be incorporated into your certificate request. What you are about to enter is what is called a Distinguished Name or a DN. There are quite a few fields but you can leave some blank For some fields there will be a default value, If you enter ‘.’, the field will be left blank.
—–
Country Name (2 letter code) [AU]:
State or Province Name (full name) [Some-State]:
Locality Name (eg, city) []:
Organization Name (eg, company) [Internet Widgits Pty Ltd]:
Organizational Unit Name (eg, section) []:
Common Name (eg, YOUR name) []:
Email Address []:

Please enter the following ‘extra’ attributes
to be sent with your certificate request
A challenge password []:
An optional company name []:The Client’s Company

And finally we self-sign our certificate.

openssl x509 -req -days 365 -in server.csr -signkey server.key -out server.crt

We only need two of the files in the working directory, the key and the certificate. But before we can use them they need to have their ownership and access rights altered:


sudo chown root:www-data server.crt server.key
sudo chmod 640 server.crt server.key

And then we put them in a sensible place:


sudo mkdir /etc/ssl/nginx
sudo chown www-data:root /etc/ssl/nginx
sudo chmod 710 /etc/ssl/nginx
sudo mv server.crt server.key /etc/ssl/nginx/

Now the key and certificate are safely stored away, we can tell nginx where they are and what it should be doing…

Step 3. Create the nginx site configuration file

We create a new configuration file

sudo nano /etc/nginx/sites-available/openerp

with the following content:

Note: You will need to change all references to 10.0.0.26 in the following file to either the domain name or static IP address of your server. This was the IP address of the machine I built this test script on. It will not work unless changed to suit your own system!


upstream openerpweb {
    server 127.0.0.1:8069 weight=1 fail_timeout=300s;
}

server {
    listen 80;
    server_name    10.0.0.26;

    # Strict Transport Security
    add_header Strict-Transport-Security max-age=2592000;

    rewrite ^/mobile.*$ https://10.0.0.26/web_mobile/static/src/web_mobile.html permanent;
    rewrite ^/webdav(.*)$ https://10.0.0.26/webdav/$1 permanent;
    rewrite ^/.*$ https://10.0.0.26/web/webclient/home permanent;
}

server {
    # server port and name
    listen        443 default;
    server_name   10.0.0.26;

    # Specifies the maximum accepted body size of a client request, 
    # as indicated by the request header Content-Length. 
    client_max_body_size 200m;

    # ssl log files
    access_log    /var/log/nginx/openerp-access.log;
    error_log    /var/log/nginx/openerp-error.log;

    # ssl certificate files
    ssl on;
    ssl_certificate        /etc/ssl/nginx/server.crt;
    ssl_certificate_key    /etc/ssl/nginx/server.key;

    # add ssl specific settings
    keepalive_timeout    60;

    # limit ciphers
    ssl_ciphers            HIGH:!ADH:!MD5;
    ssl_protocols            SSLv3 TLSv1;
    ssl_prefer_server_ciphers    on;

    # increase proxy buffer to handle some OpenERP web requests
    proxy_buffers 16 64k;
    proxy_buffer_size 128k;

    location / {
        proxy_pass    http://openerpweb;
        # force timeouts if the backend dies
        proxy_next_upstream error timeout invalid_header http_500 http_502 http_503;

        # set headers
        proxy_set_header Host $host;
        proxy_set_header X-Real-IP $remote_addr;
        proxy_set_header X-Forward-For $proxy_add_x_forwarded_for;
       
        # Let the OpenERP web service know that we're using HTTPS, otherwise
        # it will generate URL using http:// and not https://
        proxy_set_header X-Forwarded-Proto https;

        # by default, do not forward anything
        proxy_redirect off;
    }

    # cache some static data in memory for 60mins.
    # under heavy load this should relieve stress on the OpenERP web interface a bit.
    location ~* /web/static/ {
        proxy_cache_valid 200 60m;
        proxy_buffering    on;
        expires 864000;
        proxy_pass http://openerpweb;
    }

}

UPDATE: 04/04/2012. I have added a line to the above file: client_max_body_size 200m; thanks to Praxi for reminding me about this. The default setting is just 1MB which will stop users from uploading any files larger than that, including databases!

And then we can enable the new site configuration by creating a symbolic link in the /etc/nginx/sites-enabled directory.

sudo ln -s /etc/nginx/sites-available/openerp /etc/nginx/sites-enabled/openerp

Step 4. Change the OpenERP server configuration file

The next step is to re-configure the OpenERP server so that non-encrypted services are not accessible from the outside world.

In /etc/openerp-server.conf the non-encrypted services will only listen on localhost, i.e. not from external connections so in effect only traffic from nginx will be accepted.

After opening the file for editing, just add 127.0.0.1 to the xmlrpc and netrpc interface lines as shown below.

sudo nano /etc/openerp-server.conf


xmlrpc_interface = 127.0.0.1
netrpc_interface = 127.0.0.1

That’s it. Everything is now configured.

Step 5. Try it out

Restart the services to load the new configurations


sudo service openerp-server restart
sudo service nginx restart

You should not be able to connect to the web client on port 8069 and the GTK client should not connect on either the NetRPC (8070) or XMLRPC (8069) services.

For web access you just need to visit https://your-ip-or-domain and in the GTK client you will need to use port 443 (https) and choose the XMLRPC (Secure) protocol.

The nginx configuration above will also redirect any incoming requests for port 80 to port 443 (https) and it also makes sensible redirects for the mobile and WebDAV/CalDAV services. (From what I can gather however WebDAV clients really don’t handle redirects so this bit is probably not that useful). I think the best bet for WebDAV/CalDAV is just to provide the correct URL in the first place.

For CalDAV access then, the URL to a calendar will be something like this:

https://your-ip-or-domain/webdav/DB_NAME/calendars/users/USERNAME/c/CALENDAR_NAME

There you have it. In OpenERP 6.1 this job actually proved to be a little simpler than the previous version largely due to the integrated web interface. There are also fewer configuration changes required in openerp-server.conf.

Finally, I really wanted to try and make use of the WSGI support in OpenERP 6.1 instead of the method above, but my efforts to get this to work from nginx or Apache have so far ended in failure 🙁 Obviously if anyone wants to provide a working config for that please feel free to add a comment and link.

How to install OpenERP 6.1 on Ubuntu 10.04 LTS

OpenERP LogoThe new release of OpenERP 6.1 heralds a great many incremental improvements in the product plus a complete re-write of the web interface; which is a massive improvement and much more an integral part of OpenERP than it’s predecessor.

UPDATE: By popular request here is a subsequent post describing how to set up a reverse proxy and ssl using nginx.

As my previous howto for 6.0 was a such roaring success I thought I’d better do something for the new 6.1 release too.

Before continuing, I should mention that you can simply download a “.deb” package of OpenERP 6.1 and install that on Ubuntu. But that doesn’t provide me with enough fine grained control over what and where things get installed and it restricts our flexibility to modify & customise hence I prefer to do it a slightly more manual way… (It should be said though, that this install process should only take about 10-15 minutes once the host machine has been built)

So without further ado here we go:

Step 1. Build your server

I install just the bare minimum from the install routine (you can install the openssh-server during the install procedure or install subsequently depending on your preference).

After the server has restarted for the first time I install the openssh-server package (so we can connect to it remotely) and denyhosts to add a degree of brute-force attack protection. There are other protection applications available: I’m not saying this one is the best, but it’s one that works and is easy to configure and manage. If you don’t already, it’s also worth looking at setting up key-based ssh access, rather than relying on passwords. This can also help to limit the potential of brute-force attacks. [NB: This isn’t a How To on securing your server…]

sudo apt-get install openssh-server denyhosts

Now make sure you are running all the latest patches by doing an update:

sudo apt-get update
sudo apt-get dist-upgrade

Although not always essential it’s probably a good idea to reboot your server now and make sure it all comes back up and you can login via ssh.

Now we’re ready to start the OpenERP install.

Step 2. Create the OpenERP user that will own and run the application

sudo adduser --system --home=/opt/openerp --group openerp

This is a “system” user. It is there to own and run the application, it isn’t supposed to be a person type user with a login etc. In Ubuntu, a system user gets a UID below 1000, has no shell (it’s actually /bin/false) and has logins disabled. Note that I’ve specified a “home” of /opt/openerp, this is where the OpenERP server code will reside and is created automatically by the command above. The location of the server code is your choice of course, but be aware that some of the instructions and configuration files below may need to be altered if you decide to install to a different location.

A question I was asked a few times in the previous how to for 6.0 was how to run the OpenERP server as the openerp system user from the command line if it has no shell. This can be done quite easily:

sudo su - openerp -s /bin/bash

This will su your current terminal login to the openerp user (the “-” between su and openerp is correct) and use the shell /bin/bash. When this command is run you will be in openerp’s home directory: /opt/openerp.

When you have done what you need you can leave the openerp user’s shell by typing exit.

Step 3. Install and configure the database server, PostgreSQL

sudo apt-get install postgresql

Then configure the OpenERP user on postgres:

First change to the postgres user so we have the necessary privileges to configure the database.

sudo su - postgres

Now create a new database user. This is so OpenERP has access rights to connect to PostgreSQL and to create and drop databases. Remember what your choice of password is here; you will need it later on:

createuser --createdb --username postgres --no-createrole --no-superuser --pwprompt openerp
Enter password for new role: ********
Enter it again: ********

Finally exit from the postgres user account:

exit

Step 4. Install the necessary Python libraries for the server

Update 27/02/2012: Many thanks to Gavin for reporting. Have added python-simplejson to the package list.

sudo apt-get install python-dateutil python-feedparser python-gdata \
python-ldap python-libxslt1 python-lxml python-mako python-openid python-psycopg2 \
python-pybabel python-pychart python-pydot python-pyparsing python-reportlab \
python-simplejson python-tz python-vatnumber python-vobject python-webdav \
python-werkzeug python-xlwt python-yaml python-zsi

From what I can tell, on Ubuntu 10.04 the package python-werkzeug is too old and this will cause the server to not start properly. If you are trying this on a later version of Ubuntu then you might be OK, but just in-case you can also do the following.

I found it necessary to install a more recent version of Werkzeug using Python’s own package management library PIP. The python pip tool can be installed like this:

sudo apt-get install python-pip

Then remove Ubuntu’s packaged version of werkzeug:

sudo apt-get remove python-werkzeug

Then install the up-to-date version of werkzeug:

sudo pip install werkzeug

With that done, all the dependencies for installing OpenERP 6.1 are now satisfied, including for the new integral web interface.

Step 5. Install the OpenERP server

I tend to use wget for this sort of thing and I download the files to my home directory.

Make sure you get the latest version of the application. At the time of writing this it’s 6.1-1; I got the download links from their download page.

wget http://nightly.openerp.com/6.1/releases/openerp-6.1-1.tar.gz

Now install the code where we need it: cd to the /opt/openerp/ directory and extract the tarball there.

cd /opt/openerp
sudo tar xvf ~/openerp-6.1-1.tar.gz

Next we need to change the ownership of all the the files to the OpenERP user and group.

sudo chown -R openerp: *

And finally, the way I have done this is to copy the server directory to something with a simpler name so that the configuration files and boot scripts don’t need constant editing (I called it, rather unimaginatively, server). I started out using a symlink solution, but I found that when it comes to upgrading, it seems to make more sense to me to just keep a copy of the files in place and then overwrite them with the new code. This way you keep any custom or user-installed modules and reports etc. all in the right place.

sudo cp -a openerp-6.1-1 server

As an example, should OpenERP 6.1-2 come out soon, I can extract the tarballs into /opt/openerp/ as above. I can do any testing I need, then repeat the copy command so that the modified files will overwrite as needed and any custom modules, report templates and such will be retained. Once satisfied the upgrade is stable, the older 6.1-1 directories can be removed if wanted.

That’s the OpenERP server software installed. The last steps to a working system is to set up the configuration file and associated boot script so OpenERP starts and stops automatically when the server itself stops and starts.

Step 6. Configuring the OpenERP application

The default configuration file for the server (in /opt/openerp/server/install/) is actually very minimal and will, with only one small change work fine so we’ll simply copy that file to where we need it and change it’s ownership and permissions:

sudo cp /opt/openerp/server/install/openerp-server.conf /etc/
sudo chown openerp: /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf

The above commands make the file owned and writeable only by the openerp user and group and only readable by openerp and root.

To allow the OpenERP server to run initially, you should only need to change one line in this file. Toward to the top of the file change the line db_password = False to the same password you used back in step 3. Use your favourite text editor here. I tend to use nano, e.g.

sudo nano /etc/openerp-server.conf

One other line we might as well add to the configuration file now, is to tell OpenERP where to write its log file. To complement my suggested location below add the following line to the openerp-server.conf file:

logfile = /var/log/openerp/openerp-server.log

Once the configuration file is edited and saved, you can start the server just to check if it actually runs.

sudo su - openerp -s /bin/bash
/opt/openerp/server/openerp-server

If you end up with a few lines eventually saying OpenERP is running and waiting for connections then you are all set. Just type CTL+C to stop the server then exit to leave the openerp user’s shell.

If there are errors, you’ll need to go back and check where the problem is.

Step 7. Installing the boot script

For the final step we need to install a script which will be used to start-up and shut down the server automatically and also run the application as the correct user. There is a script you can use in /opt/openerp/server/install/openerp-server.init but this will need a few small modifications to work with the system installed the way I have described above. Here’s a link to the one I’ve already modified for 6.1-1.

Similar to the configuration file, you need to either copy it or paste the contents of this script to a file in /etc/init.d/ and call it openerp-server. Once it is in the right place you will need to make it executable and owned by root:

sudo chmod 755 /etc/init.d/openerp-server
sudo chown root: /etc/init.d/openerp-server

In the configuration file there’s an entry for the server’s log file. We need to create that directory first so that the server has somewhere to log to and also we must make it writeable by the openerp user:

sudo mkdir /var/log/openerp
sudo chown openerp:root /var/log/openerp

Step 8. Testing the server

To start the OpenERP server type:

sudo /etc/init.d/openerp-server start

You should now be able to view the logfile and see that the server has started.

less /var/log/openerp/openerp-server.log

If there are any problems starting the server you need to go back and check. There’s really no point ploughing on if the server doesn’t start…

OpenERP 6.1 Home Screen

OpenERP 6.1 Home Screen


If the log file looks OK, now point your web browser at the domain or IP address of your OpenERP server (or localhost if you are on the same machine) and use port 8069. The url will look something like this:

http://IP_or_domain.com:8069

What you should see is a screen like this one:

What I do recommend you do at this point is to change the super admin password to something nice and strong (Click the “Manage Databases” link below the main Login box). By default this password is just “admin” and knowing that, a user can create, backup, restore and drop databases! This password is stored in plain text in the /etc/openerp-server.conf file; hence why we restricted access to just openerp and root. When you change and save the new password the /etc/openerp-server.conf file will be re-written and will have a lot more options in it.

Now it’s time to make sure the server stops properly too:

sudo /etc/init.d/openerp-server stop

Check the logfile again to make sure it has stopped and/or look at your server’s process list.

Step 9. Automating OpenERP startup and shutdown

If everything above seems to be working OK, the final step is make the script start and stop automatically with the Ubuntu Server. To do this type:

sudo update-rc.d openerp-server defaults

You can now try rebooting you server if you like. OpenERP should be running by the time you log back in.

If you type ps aux | grep openerp you should see a line similar to this:

openerp 1491 0.1 10.6 207132 53596 ? Sl 22:23 0:02 python /opt/openerp/server/openerp-server -c /etc/openerp-server.conf

Which shows that the server is running. And of course you can check the logfile or visit the server from your web browser too.

That’s it!

OpenERP 6.1 really is a major step up in terms of improvements from 6.0 and the new integrated web interface (with a Point of Sale and a Mobile interface built-in) are really very cool. Performance has improved considerably and the way the new web service interfaces to OpenERP is very different. So, if I get the time, the next instalment of these posts will go into a bit of detail about how this works and some alternative ways to provide more secure access, such as reverse proxy.

UK OpenERP Partner Community

Yesterday I had the great pleasure of meeting and chatting with most* of the businesses that are official OpenERP partners here in the UK.

We met at a pub in central London, and talked for around 3hrs. Everyone seemed to get on really well and most of us took the opportunity to share our experiences and promote our individual areas of expertise.

Four of us ended up going for the obligatory curry after the event which was also fun and very enjoyable – especially when the waiter brought me a fresh Naga Chilli to tantalise my taste-buds – hats off to Alan Bell and Chris from Credativ for having a taste of raw Naga. They are definitely NOT for the feint hearted…

The UK partners present at our inaugural meeting yesterday were (in no particular order)

Value Decision
Credativ
Publicus Solutions
Seath Solutions
The Open Learning Centre

A business-minded community of partners represents a much more compelling proposition to our existing and prospective customer-base than do standalone partners.

And here’s a very dodgy picture taken by yours truly:

UK OpenERP Partner Meeting

UK OpenERP Partner Meeting

How to install OpenERP 6.0 on Ubuntu 10.04 LTS Server (Part 1)

Update: 22/02/2012. OpenERP 6.1 was released today. I’ve written a howto for this new version here.

OpenERP LogoRecently at work, we’ve been setting up several new instances of OpenERP for customers. Our server operating system of choice is Ubuntu 10.04 LTS.

Installing OpenERP isn’t really that hard, but having seen several other “How Tos” on-line describing various methods where none seemed to do the whole thing in what I consider to be “the right way”, I thought I’d explain how we do it. There are a few forum posts that I’ve come across where the advice is just plain wrong too, so do be careful.

As we tend to host OpenERP on servers that are connected to the big wide Internet, our objective is to end up with a system that is:

      A: Accessible only via encrypted (SSL) services from the GTK client, Web browser, WebDAV and CalDAV
      B: Readily upgradeable and customisable

One of my friends said to me recently, “surely it’s just sudo apt-get install openerp-server isn’t it?” Fair enough; this would actually work. But there are several problems I have with using a packaged implementation in this instance:

  • Out-of-date. The latest packaged version I could see, in either the Ubuntu or Debian repositories, was 5.0.15. OpenERP is now at 6.0.3 and is a major upgrade from the 5.x series.
  • Lack of control. Being a business application, with many configuration choices, it can be harder to tweak your way when the packager determined that one particular way was the “true path”.
  • Upgrades and patches. Knowing how, where and why your OpenERP instance is installed the way it is, means you can decide when and how to update it and patch it, or add custom modifications.

So although the way I’m installing OpenERP below is manual, it gives us a much more fine-grained level of control. Without further ado then here is my way as it stands currently (“currently” because you can almost always improve things. HINT: suggestions for improvement gratefully accepted).

[Update 18/08/2011: I’ve updated this post for the new 6.0.3 release of OpenERP]

Step 1. Build your server

I install just the bare minimum from the install routine (you can install the openssh-server during the install procedure or install subsequently depending on your preference).

After the server has restarted for the first time I install the openssh-server package (so we can connect to it remotely) and denyhosts to add a degree of brute-force attack protection. There are other protection applications available: I’m not saying this one is the best, but it’s one that works and is easy to configure and manage. If you don’t already, it’s also worth looking at setting up key-based ssh access, rather than relying on passwords. This can also help to limit the potential of brute-force attacks. [NB: This isn’t a How To on securing your server…]

sudo apt-get install openssh-server denyhosts

Now make sure you are running all the latest patches by doing an update:

sudo apt-get update
sudo apt-get dist-upgrade

Although not always essential it’s probably a good idea to reboot your server now and make sure it all comes back up and you can still login via ssh.

Now we’re ready to start the OpenERP install.

Step 2. Create the OpenERP user that will own and run the application

sudo adduser --system --home=/opt/openerp --group openerp

This is a “system” user. It is there to own and run the application, it isn’t supposed to be a person type user with a login etc. In Ubuntu, a system user gets a UID below 1000, has no shell (well it’s actually /bin/false) and has logins disabled. Note that I’ve specified a “home” of /opt/openerp, this is where the OpenERP server, and optional web client, code will reside and is created automatically by the command above. The location of the server code is your choice of course, but be aware that some of the instructions and configuration files below may need to be altered if you decide to install to a different location.

Step 3. Install and configure the database server, PostgreSQL

sudo apt-get install postgresql

Then configure the OpenERP user on postgres:

First change to the postgres user so we have the necessary privileges to configure the database.

sudo su - postgres

Now create a new database user. This is so OpenERP has access rights to connect to PostgreSQL and to create and drop databases. Remember what your choice of password is here; you will need it later on:


createuser --createdb --username postgres --no-createrole --no-superuser --pwprompt openerp
Enter password for new role: ********
Enter it again: ********

[Update 18/08/2011: I have added the --no-superuser switch. There is no need for the openerp database user to have superuser privileges.]

Finally exit from the postgres user account:

exit

Step 4. Install the necessary Python libraries for the server


sudo apt-get install python python-psycopg2 python-reportlab \
python-egenix-mxdatetime python-tz python-pychart python-mako \
python-pydot python-lxml python-vobject python-yaml python-dateutil \
python-pychart python-webdav

And if you plan to use the Web client install the following:


sudo apt-get install python-cherrypy3 python-formencode python-pybabel \
python-simplejson python-pyparsing

Step 5. Install the OpenERP server, and optional web client, code

I tend to use wget for this sort of thing and I download the files to my home directory.

Make sure you get the latest version of the application files. At the time of writing this it’s 6.0.2 6.0.3; I got the download links from their download page.


wget http://www.openerp.com/download/stable/source/openerp-server-6.0.3.tar.gz

And if you want the web client:


wget http://www.openerp.com/download/stable/source/openerp-web-6.0.3.tar.gz

Now install the code where we need it: cd to the /opt/openerp/ directory and extract the tarball(s) there.


cd /opt/openerp
sudo tar xvf ~/openerp-server-6.0.3.tar.gz
sudo tar xvf ~/openerp-web-6.0.3.tar.gz

Next we need to change the ownership of all the the files to the openerp user and group.


sudo chown -R openerp: *

And finally, the way I have done this is to copy the server and web client directories to something with a simpler name so that the configuration files and boot scripts don’t need constant editing (I call them, rather unimaginatively, server and web). I started out using a symlink solution, but I found that when it comes to upgrading, it seems to make more sense to me to just keep a copy of the files in place and then overwrite them with the new code. This way you keep any custom or user-installed modules and reports etc. all in the right place.


sudo cp -a openerp-server-6.0.3 server
sudo cp -a openerp-web-6.0.3 web

As an example, should OpenERP 6.0.4 come out next, I can extract the tarballs into /opt/openerp/ as above. I can do any testing I need, then repeat the copy command (replacing 6.0.3 obviously) so that the modified files will overwrite as needed and any custom modules, report templates and such will be retained. Once satisfied the upgrade is stable, the older 6.0.3 directories can be removed if wanted.

That’s the OpenERP server and web client software installed. The last steps to a working system are to set up the two (server and web client) configuration files and associated init scripts so it all starts and stops automatically when the server boots and shuts down.

Step 6. Configuring the OpenERP application

The default configuration file for the server (in /opt/openerp/server/doc/) could really do with laying out a little better and a few more comments in my opinion. I’ve started to tidy up this config file a bit and here is a link to the one I’m using at the moment (with the obvious bits changed). You need to copy or paste the contents of this file into /etc/ and call the file openerp-server.conf. Then you should secure it by changing ownership and access as follows:


sudo chown openerp:root /etc/openerp-server.conf
sudo chmod 640 /etc/openerp-server.conf

The above commands make the file owned and writeable only by the openerp user and only readable by openerp and root.

To allow the OpenERP server to run initially, you should only need to change one line in this file. Toward to the top of the file change the line db_password = ******** to have the same password you used way back in step 3. Use your favourite text editor here. I tend to use nano, e.g. sudo nano /etc/openerp-server.conf

Once the config file is edited, you can start the server if you like just to check if it actually runs.

/opt/openerp/server/bin/openerp-server.py --config=/etc/openerp-server.conf

It won’t really work just yet as it isn’t running as the openerp user. It’s running as your normal user so it won’t be able to talk to the PostgreSQL database. Just type CTL+C to stop the server.

Step 7. Installing the boot script

For the final step we need to install a script which will be used to start-up and shut down the server automatically and also run the application as the correct user. Here’s a link to the one I’m using currently.

Similar to the config file, you need to either copy it or paste the contents of this script to a file in /etc/init.d/ and call it openerp-server. Once it is in the right place you will need to make it executable and owned by root:


sudo chmod 755 /etc/init.d/openerp-server
sudo chown root: /etc/init.d/openerp-server

In the config file there’s an entry for the server’s log file. We need to create that directory first so that the server has somewhere to log to and also we must make it writeable by the openerp user:


sudo mkdir /var/log/openerp
sudo chown openerp:root /var/log/openerp

Step 8. Testing the server

To start the OpenERP server type:

sudo /etc/init.d/openerp-server start

You should now be able to view the logfile and see that the server has started.

less /var/log/openerp/openerp-server.log

If there are any problems starting the server now you need to go back and check. There’s really no point ploughing on if the server doesn’t start…

OpenERP - First Login

OpenERP - First Login

If you now start up the GTK client and point it at your new server you should see a message like this:

Which is a good thing. It means the server is accepting connections and you do not have a database configured yet. I will leave configuring and setting up OpenERP as an exercise for the reader. This is a how to for installing the server. Not a how to on using and configuring OpenERP itself…

What I do recommend you do at this point is to change the super admin password to something nice and strong. By default it is “admin” and with that a user can create, backup, restore and drop databases (in the GTK client, go to the file menu and choose the Databases -> Administrator Password option to change it). This password is written as plain text into the /etc/openerp-server.conf file. Hence why we restricted access to just openerp and root.

One rather strange thing I’ve just realised is that when you change the super admin password and save it, OpenERP completely re-writes the config file. It removes all comments and scatters the configuration entries randomly throughout the file. I’m not sure as of now if this is by design or not.

Now it’s time to make sure the server stops properly too:

sudo /etc/init.d/openerp-server stop

Check the logfile again to make sure it has stopped and/or look at your server’s process list.

Step 9. Automating OpenERP startup and shutdown

If everything above seems to be working OK, the final step is make the script start and stop automatically with the Ubuntu Server. To do this type:

sudo update-rc.d openerp-server defaults

You can now try rebooting you server if you like. OpenERP should be running by the time you log back in.

If you type ps aux | grep openerp you should see a line similar to this:

openerp 708 3.8 5.8 181716 29668 ? Sl 21:05 0:00 python /opt/openerp/server/bin/openerp-server.py -c /etc/openerp-server.conf

Which shows that the server is running. And of course you can check the logfile or use the GTK client too.

Step 10. Configure and automate the Web Client

Although it’s called the web client, it’s really another server-type application which [ahem] serves OpenERP to users via a web browser instead of the GTK desktop client.

If you want to use the web client too, it’s basically just a repeat of steps 6, 7, 8 and 9.

The default configuration file for the web client (can also be found in /opt/openerp/web/doc/openerp-web.cfg) is laid out more nicely than the server one and should work as is when both the server and web client are installed on the same machine as we are doing here. I have changed one line to turn on error logging and point the file at our /var/log/openerp/ directory. For our installation, the file should reside in /etc/, be called openerp-web.conf and have it’s owner and access rights set as with the server configuration file:


sudo chown openerp:root /etc/openerp-web.conf
sudo chmod 640 /etc/openerp-web.conf

Here is a web client boot script. This needs to go into /etc/init.d/, be called openerp-web and be owned by root and executable.


sudo chmod 755 /etc/init.d/openerp-web
sudo chown root: /etc/init.d/openerp-web

You should now be able to start the web server by entering the following command:

sudo /etc/init.d/openerp-web start

Check the web client is running by looking in the log file, looking at the process log and, of course, connecting to your OpenERP server with a web browser. The web client by default runs on port 8080 so the URL to use is something like this: http://my-ip-or-domain:8080

Make sure the web client stops properly:

sudo /etc/init.d/openerp-web stop

And then configure it to start and stop automatically.

sudo update-rc.d openerp-web defaults

You should now be able to reboot your server and have the OpenERP server and web client start and stop automatically.

I think that will do for this post. It’s long enough as it is!

I’ll do a part 2 in a little while where I’ll cover using apache, ssl and mod_proxy to provide encrypted access to all services.

[UPDATE: Part 2 is here]

Ubuntu-UK Virtual Jam

This Saturday from 10AM to whenever we get bored there will be an online global jam session for the Ubuntu UK community. You can think of it as a virtual barcamp, and just like other barcamps the agenda is open and available for you to fill out with what you want to do. The agenda is in fact here: http://pad.ubuntu-uk.org/globaljam2011 we can cover any subjects, but I would like to focus on actually doing things rather than talking about doing things. Ideas could include things like:

  • Propose a hack session on an application you are working on and need some help
  • Talk about Debian packaging and lets actually package something together
  • Run though some Natty installation testing together
  • Write some documentation together

The common theme is that this is a collaborative exercise in real time and to support that we will be using the #ubuntu-uk IRC channel that we use for general support and chat, plus we will also be using a voice over IP conferencing server that uses the Mumble client. This client is in Ubuntu so just find it in the software centre or “sudo apt-get install mumble” from a terminal. Once you have it installed and running you need to connect to the server at mumble.libertus.co.uk and then start talking away. Please use a headset microphone to avoid feedback or you will have to use the push to talk feature which is a bit unnatural. The server is up and running already, feel free to give it a try in advance.

I look forward to hearing lots of people on Saturday!

BSA Supporting Free & Open Source Software

BSA SPAM

BSA SPAM

Recently I’ve been getting, what I initially and mistakenly assumed to be, spam in my inbox from the Business Software Alliance. An organisation that doesn’t immediately spring to mind when thinking about Freedom and choice in software.

This spam marketing literature however, is actually a very compelling call to action for those businesses that aren’t already protecting themselves by using Free and Open Source Software. If the image isn’t terribly legible, here are a few of the juicy bits just SCREAMING at you to think very carefully about the software choices you make in your business.

Your boss wouldn’t ask you to steal or commit fraud, would they? So why do they ask you to use unlicensed software?

Note the phrasing: “unlicensed software”. Of course Free software is licensed, so that’s OK then. There are lots of great Free Software licenses.

Here’s the bit where the BSA really start to suggest you should be using Free Software.

Here’s how easy it is to get caught up using illegal software:

  • One or more software licenses are bought, but the software is installed on more PCs than the licenses permit
  • Software is purchased for an employee’s home PC and is also installed on to a work PC

These activities are perfectly OK and in-fact encouraged with licensed Free software. A Free Software License gives a user the freedom to do these things; It’s called freedom 2: The freedom to redistribute copies so you can help your neighbor.

  • Font designs and software are downloaded illegally from the internet

You can download legally lots of font designs from places such as the Open Font Library and Google’s WebFont Library online.

The recently released Ubuntu font is an excellent example of a high quality, freely available font.. You can read about it here, get it from here and even get the font source from here. You may also choose to use the Google Font API to use it freely on your website from here.

And as for downloading “software” well, there’s probably more Free software available for download than the BSA could shake a stick at.

So please, consider carefully what our friends at the BSA have to say and talk your bosses or employees about the choices they make. Using properly licensed software is not hard. You don’t have to be at risk from even making a simple mistake. Using licensed Free software protects you.

If you are in a business and want advice on the choices available there are companies such as our own that can help. The BSA would rather your employees take you to the cleaners…

So, if you know of a company that is using unlicensed software, please let us know now. You could receive a reward of up to £10,000.

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