Configuration Guide (Outdated)

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Outdated

This document is not maintained anymore.

Instead, we have moved the contents to the ]po[ Documentation Wiki at http://www.project-open.org/  in the "Configuration" section.

Description

A detailed guide on how to effectively configure the ]project-open[ system in order to fully customize ]po[ to specific needs.  This guide is directed towards System Administrators.

Table of Contents

1	About this Document
1.1	Version
1.2	Scope
1.3	Audience
1.4	Limitation of Liability
1.5	Acknowedgments
1.6	Related Documents
1.7	ToDo’s
2	Configuration Overview
3	Configuration During Installation
4	Package Selection and Installation
4.1	Version Naming Conventions
4.2	Decide Which Modules to Install
4.3	Download Additional Packages
4.4	Install Additional Packages
4.5	Installing Full-Text Search (TSearch2)
4.5.1	Installation
5	Configure User Permissions
5.1	Vertical User Permissions
5.2	Extending Vertical Permissions
5.3	Sub-Administration and "User Matrix"
5.4	Horizontal User Permissions
6	Configuring the "Internal" Company
7	Configuring Invoice Templates
7.1	Available Variables
7.1.1	General Variables
7.1.2	Parameters
7.1.3	Preformatted Pieces of HTML
7.1.4	Currency and Date Formatting
7.1.5	Related Projects
7.1.6	Customer and Provider
7.1.7	Financial Item Information:
7.2	Sample Invoice Code
8	Simple Reports
9	Parameters
9.1	Necessary Parameters
9.2	Optional Parameters
10	Categories
10.1	Category Hierarchy
10.2	An Example - Company Types
10.3	Category Types
11	Localization
11.1	Supported Languages
11.2	Changing Default Languages
11.3	Adding new Localization Message
11.4	Date, Time and Currency formats
11.5	Unicode and Double-Byte Character Sets
11.6	Country Specific Accounting Rules
12	Error Reporting
12.1	Online Error Reporting
12.2	Reporting Errors at Sourceforge.Net
13	Online Software Updates
13.1	Unix Online Software Updates
13.2	Windows Online Software Updates
13.2.1	The First Software Update
13.2.2	Following Software Updates
14	Database Configuration
14.1	Windows PostgreSQL Database Options
14.2	PostgreSQL Security Configuration
14.3	PostgreSQL "Vacuum" Configuration
14.4	PostgreSQL Database Backup
15	Menu Configuration
16	Plug-in Component Configuration
17	GUI Configuration
18	Start Page Configuration
18.1	Removing the "Welcome to ]project-open[" Text
18.2	Remove the "Default Login" Option
18.3	The ]project-open[ System Start Page
18.3.1	Immediate Start Option
18.3.2	Home Page with Login Option
18.4	The ]project-open[ "Home" Page
19	Multi-Currency Configuration
19.1	Available Currencies
19.2	Supported Currencies
19.3	Currency Conversion
19.4	Calculating Multi-Currency Sums in Your Reports
19.5	Exchange Rates Details
20	File Server Integration
20.1	Configuring Filestorage Parameters
20.2	Integration with an Existing File Server
20.2.1	Integration with a Windows Server
20.2.2	Understanding Access Permissions of Unix and Unix-like operating systems
20.2.3	Understanding Windows File Server Access Permissions
20.2.4	Separating Sales Documents From Other Documents
21	System's Integration, APIs and "User Exits"
21.1	Application API
21.2	User Exits
21.3	LDAP Authentication