Getting Started w/Apache OFBiz
In 5 Easy Steps June 2010 Ruth Hoffman
[email protected]
Getting Started with OFBiz in 5 Easy Steps
Agenda Introduction Why OFBiz? 5 Easy Steps Beyond Getting Started
Disclaimer The fine print: If you are looking for a session to tell you how to deploy and go live in five easy steps, you are in the wrong place! Run, do not walk to the nearest exit.
2
Getting Started with OFBiz in 5 Easy Steps
Introduction OFBiz Ruth Hoffman
Who Am I? Poster Child for OFBiz
Built Many Application w/OFBiz VoIP E-Commerce, Phone Number Inventory, Self Service Portal Logfile Analyizer Framework Enterprise License Key Management Tool Using OFBiz at myofbiz.com
3
Getting Started with OFBiz in 5 Easy Steps
Why OFBiz? Get Up and Running Fast OFBiz Does All The Heavy Lifting No Developers Necessary No Expensive Database Administrators No Special System or Network Expertise Reliable, Dependable, Secure and Proven Framework Open And Free!
4
Getting Started with OFBiz in 5 Easy Steps
Why OFBiz E-Commerce?
5
Getting Started with OFBiz in 5 Easy Steps
The STEPS Step 1: Problem Definition Step 2: Gap Analysis Step 3: Site Prep & Download Step 4: Prototype Step 5: Review Results
6
Getting Started with OFBiz in 5 Easy Steps
STEP 1 Problem Definition
Write It Down What are we trying to do? Do we have requirements? How will we measure results? How will we know we are done?
7
Getting Started with OFBiz in 5 Easy Steps
STEP 2 Gap Analysis No Knowledge
Functioning Store
8
Getting Started with OFBiz in 5 Easy Steps
STEP 3 Site Prep & Download
Prerequisites Java 1.5 500-700Mbytes Disk Internet Access to Download Some Patience
9
Getting Started with OFBiz in 5 Easy Steps
STEP 4 Prototype
Test The Download First Implement The Prototype
Test Again
10
Getting Started with OFBiz in 5 Easy Steps
STEP 4 Prototype Test Download Out-Of-The-Box “Getting Started” Test • Website Store • Shopping Cart • Checkout • Order Management • Product Management • User Access Controls
OFBiz ERP: One Database Many11Uses
Getting Started Prototype Out-Of-The-Box OFBiz eCommerce Store Landing Page “Getting Started” Testing Look For: Product Listings Welcome Message Catalog Drop Down Search Feature Store Branding Internationalization Shopping Cart Special Offers Surveys
Time: 1 Hour
Getting Started Prototype Using The Catalog Manager Add Your Logo And Store Brand to the Website
Prototype Requirement Add Brand To Website Store Use Tools Provided? How Hard Is It? How Long Did It Take?
Time: 5 Minutes
E002.png
Getting Started Prototype Add Your Products and a New Catalog to Your Website
Prototype Requirement Add Products To Website Store Use Tools Provided? How Hard Is It? How Long Did It Take? Does Everything Still Work?
Time: 25 Minutes
E003.png
Getting Started Prototype Can We Add Products to the Shopping Cart?
c001.png Prototype Requirement Does The Shopping Cart Work? Use Tools Provided? How Hard Is It? How Long Did It Take? Does Everything Still Work?
Time: N/A
Getting Started Prototype Let’s Try The Quick Checkout
Prototype Requirement
Co001.png
Can We Checkout w/New Products?
Destination Address Correct? Shipping Estimates Given Based on Product Size & Weight Gift & Special Shipping Instructions? Payment Methods Preserved? Add New Payment Methods?
Time: N/A
Getting Started Prototype Final Checkout Review
Prototype Requirement Does Our Order Look in Order? Totals Calculated Correctly? Payment Method Correct? Shipping Info Preserved? Products Listed Correctly? Unit & Quantity Correct? Can We Submit the Order?
Time: N/A
Getting Started Prototype Order Confirmation?
Prototype Requirement Was An Order Created?
Order Items Correct? Quantities & Unit Price? Payment Method and Contact? Cart Adjustments? Shipping Destination & Instructions? Totals Correct?
Time: N/A
O001.png
Getting Started Prototype Did It Work? Can I Download the eBook?
Oh001.png Prototype Requirement Order History Review Order Number Match? Digital Products Available? Link to View Entire Order?
Time: N/A
Getting Started Prototype Can I Download the eBook? Not Yet Order Must Be Approved Using the Order Manager
Om001.png Order Manager Features Shows No Payment History Status Set to Created User Notified Links to “Approve” Order Links for Posting Payments Shipping Delivery
Time: 10 Minutes
Getting Started Prototype Can I Download the eBook? [Order Manager page continued] Order Manager Features Each Line Item Has Individual Item Status Shipping Status w/Dates Inventory Link Price & Adjustments Sub Totals Place For Order Notes
Om002.png/om003.png
Getting Started Prototype Can I Download the eBook? Order Status After Payment Accepted Order Manager Features Shows Payment Received Status Changed to “Approved” User Notified New Invoice Number Links for PDF Shipping
Time: N/A
Oh003.png
Getting Started Prototype Can I Download the eBook? Go For It! Prototype Requirement Digital Product Available for Download Once Payment Posted? Site Automatically Updated? User Notification Sent? Items Shipped?
Time: N/A
Getting Started Prototype Let’s Try Adding a Store Promotion Prototype Requirement Add New Store Feature Automatic Site Notification? Rebuild Catalogs? Redefine Products? Selectively to Products? With the Store Running? Automatic Application?
Time: 20 Minutes
Pro001.png
Getting Started Prototype This Promotion Requires a Coupon to Activate
Pro002.png
Prototype Requirement Add New Store Feature
Use Catalog Manager
Prototype Requirement Add New Store Feature
Time: 5 Minutes
How Long Does It Take? How Hard Is It To Do?
Getting Started Prototype Cart After Adding “Secret” Coupon
Pro003.png
Getting Started with OFBiz in 5 Easy Steps
STEP 5 Review Results
Website Store Up & Running My Brand Front & Center My Products DBAs Required Special Skills (Programming) Special System Administration 27
Getting Started with OFBiz in 5 Easy Steps
Beyond Getting Started Add or Remove Store Features DBAs Required Special Skills Special System Administration
Add or Remove Products & Catalogs DBAs Required Special Skills Special System Administration
Change Store Look & Feel CSS, HTML, JavaScript & XML DBAs Required Special System Administration
Next Steps, GOTO Step 1 28