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Getting Started w/Apache OFBizGetting Started w/Apache OFBiz
In 5 Easy Steps
June 2010Ruth Hoffman
In 5 Easy Steps
June 2010Ruth Hoffman
2
DisclaimerThe 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.
AgendaIntroduction
Why OFBiz?
5 Easy Steps
Beyond Getting Started
Getting Started with OFBiz in 5 Easy Steps
3
Getting Started with OFBiz in 5 Easy Steps
Ruth Hoffman
OFBizIntroduction
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
4
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 FrameworkOpen And Free!
5
Getting Started with OFBiz in 5 Easy Steps
Why OFBiz E-Commerce?
6
Getting Started with OFBiz in 5 Easy Steps
The STEPS
Step 1: Problem DefinitionStep 2: Gap AnalysisStep 3: Site Prep & DownloadStep 4: PrototypeStep 5: Review Results
7
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?
Getting Started with OFBiz in 5 Easy Steps
STEP 1Problem Definition
8
Getting Started with OFBiz in 5 Easy Steps
STEP 2Gap Analysis
No Knowledge Functioning Store
9
PrerequisitesJava 1.5500-700Mbytes DiskInternet Access to DownloadSome Patience
Getting Started with OFBiz in 5 Easy Steps
STEP 3Site Prep & Download
10
Getting Started with OFBiz in 5 Easy Steps
STEP 4Prototype
Test The Download First
Implement The Prototype
Test Again
11
Getting Started with OFBiz in 5 Easy Steps
STEP 4 PrototypeTest Download
OFBiz ERP: One Database Many Uses
“Getting Started” Test• Website Store• Shopping Cart• Checkout• Order Management• Product Management• User Access Controls
“Getting Started” Test• Website Store• Shopping Cart• Checkout• Order Management• Product Management• User Access Controls
Out-Of-The-Box
Out-Of-The-BoxOFBiz eCommerce Store Landing Page
Out-Of-The-BoxOFBiz eCommerce Store Landing Page
Getting Started PrototypeGetting Started Prototype
“Getting Started” Testing Look For:Product ListingsWelcome MessageCatalog Drop DownSearch FeatureStore BrandingInternationalizationShopping CartSpecial OffersSurveys
“Getting Started” Testing Look For:Product ListingsWelcome MessageCatalog Drop DownSearch FeatureStore BrandingInternationalizationShopping CartSpecial OffersSurveys
Time: 1 HourTime: 1 Hour
Using The Catalog ManagerAdd Your Logo And Store Brand to the Website
Using The Catalog ManagerAdd Your Logo And Store Brand to the Website
Getting Started PrototypeGetting Started Prototype
Prototype RequirementAdd Brand To Website
Store
Use Tools Provided?How Hard Is It?How Long Did It Take?
Prototype RequirementAdd Brand To Website
Store
Use Tools Provided?How Hard Is It?How Long Did It Take?
Time: 5 MinutesTime: 5 Minutes
E002.png
Add Your Products and a New Catalogto Your Website
Add Your Products and a New Catalogto Your Website
Getting Started PrototypeGetting Started Prototype
Prototype RequirementAdd Products To Website Store
Use Tools Provided?How Hard Is It?How Long Did It Take?Does Everything Still Work?
Prototype RequirementAdd Products To Website Store
Use Tools Provided?How Hard Is It?How Long Did It Take?Does Everything Still Work?
Time: 25 MinutesTime: 25 Minutes
E003.png
Can We Add Products to the Shopping Cart?Can We Add Products to the Shopping Cart?
Getting Started PrototypeGetting Started Prototype
Prototype RequirementDoes The Shopping Cart Work?
Use Tools Provided?How Hard Is It?How Long Did It Take?Does Everything Still Work?
Prototype RequirementDoes The Shopping Cart Work?
Use Tools Provided?How Hard Is It?How Long Did It Take?Does Everything Still Work?
Time: N/ATime: N/A
c001.png
Let’s Try The Quick CheckoutLet’s Try The Quick Checkout
Getting Started PrototypeGetting Started Prototype
Prototype RequirementCan 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?
Prototype RequirementCan 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/ATime: N/A
Co001.png
Final Checkout ReviewFinal Checkout Review
Getting Started PrototypeGetting Started Prototype
Prototype RequirementDoes 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?
Prototype RequirementDoes 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/ATime: N/A
Order Confirmation?Order Confirmation?
Getting Started PrototypeGetting Started Prototype
Prototype RequirementWas An Order Created?
Order Items Correct? Quantities & Unit Price? Payment Method and Contact? Cart Adjustments? Shipping Destination & Instructions? Totals Correct?
Prototype RequirementWas An Order Created?
Order Items Correct? Quantities & Unit Price? Payment Method and Contact? Cart Adjustments? Shipping Destination & Instructions? Totals Correct?
Time: N/ATime: N/A
O001.png
Did It Work?Can I Download the eBook?
Did It Work?Can I Download the eBook?
Getting Started PrototypeGetting Started Prototype
Prototype RequirementOrder History Review
Order Number Match? Digital Products Available? Link to View Entire Order?
Prototype RequirementOrder History Review
Order Number Match? Digital Products Available? Link to View Entire Order?
Time: N/ATime: N/A
Oh001.png
Can I Download the eBook?Not Yet
Order Must Be Approved Using the Order Manager
Can I Download the eBook?Not Yet
Order Must Be Approved Using the Order Manager
Getting Started PrototypeGetting Started Prototype
Order ManagerFeatures
Shows No Payment HistoryStatus Set to CreatedUser NotifiedLinks to “Approve” OrderLinks for Posting PaymentsShipping Delivery
Order ManagerFeatures
Shows No Payment HistoryStatus Set to CreatedUser NotifiedLinks to “Approve” OrderLinks for Posting PaymentsShipping Delivery
Time: 10 MinutesTime: 10 Minutes
Om001.png
Can I Download the eBook?[Order Manager page continued]
Can I Download the eBook?[Order Manager page continued]
Getting Started PrototypeGetting Started Prototype
Order ManagerFeatures
Each Line Item Has Individual Item Status Shipping Status w/Dates Inventory Link Price & Adjustments Sub TotalsPlace For Order Notes
Order ManagerFeatures
Each Line Item Has Individual Item Status Shipping Status w/Dates Inventory Link Price & Adjustments Sub TotalsPlace For Order Notes
Om002.png/om003.png
Can I Download the eBook?Order Status After Payment Accepted
Can I Download the eBook?Order Status After Payment Accepted
Getting Started PrototypeGetting Started Prototype
Order ManagerFeatures
Shows Payment Received Status Changed to “Approved” User Notified New Invoice Number Links for PDF Shipping
Order ManagerFeatures
Shows Payment Received Status Changed to “Approved” User Notified New Invoice Number Links for PDF Shipping
Time: N/ATime: N/A
Oh003.png
Can I Download the eBook?Go For It!
Can I Download the eBook?Go For It!
Getting Started PrototypeGetting Started Prototype
Prototype RequirementDigital Product Available for Download
Once Payment Posted? Site Automatically Updated? User Notification Sent? Items Shipped?
Prototype RequirementDigital Product Available for Download
Once Payment Posted? Site Automatically Updated? User Notification Sent? Items Shipped?
Time: N/ATime: N/A
Let’s Try Adding a Store PromotionLet’s Try Adding a Store Promotion
Getting Started PrototypeGetting Started Prototype
Prototype RequirementAdd New Store Feature
Automatic Site Notification? Rebuild Catalogs? Redefine Products? Selectively to Products? With the Store Running? Automatic Application?
Prototype RequirementAdd New Store Feature
Automatic Site Notification? Rebuild Catalogs? Redefine Products? Selectively to Products? With the Store Running? Automatic Application?
Time: 20 MinutesTime: 20 Minutes
Pro001.png
Getting Started PrototypeGetting Started Prototype
This Promotion Requires a Coupon to Activate
Prototype RequirementAdd New Store Feature
Use Catalog Manager
Prototype RequirementAdd New Store Feature
Use Catalog Manager Prototype RequirementAdd New Store Feature
How Long Does It Take? How Hard Is It To Do?
Prototype RequirementAdd New Store Feature
How Long Does It Take? How Hard Is It To Do?
Time: 5 MinutesTime: 5 Minutes
Pro002.png
Getting Started PrototypeGetting Started Prototype
Cart After Adding “Secret” Coupon
Pro003.png
27
Getting Started with OFBiz in 5 Easy Steps
STEP 5Review Results
Website Store Up & Running My Brand Front & Center
My Products
DBAs Required
Special Skills (Programming)
Special System Administration
28
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 & FeelCSS, HTML, JavaScript & XML
DBAs Required
Special System Administration
Next Steps, GOTO Step 1