Getting Started w/Apache OFBiz

Getting Started w/Apache OFBizGetting Started w/Apache OFBiz

In 5 Easy Steps

June 2010Ruth Hoffman

rhoffman@myofbiz.com

In 5 Easy Steps

June 2010Ruth Hoffman

rhoffman@myofbiz.com

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