Instruction for manual installation
===================================

*Use saas.py script for automatic installation*

1. Configure Odoo installation

   * set dbfilter in config file or run odoo with --db-filter parameter, e.g. ^%h$

     * be sure, that you don't use db_name in config file and don't run odoo with -d (--database) parameter
     * check `odoo documentation <https://www.odoo.com/documentation/8.0/reference/cmdline.html>`__ for understanding db filter and database parameters.


   * execute commands below to allow crear bases de datos con puntos en el nombre::

       cd path/to/odoo
       sed -i 's/matches="[^"]*"//g' addons/web/static/src/xml/base.xml

   * Si ejecutas Odoo localmente, agrega los dominios que vas a usar a /etc/hosts. Ejemplo::

       127.0.0.1   odoo.local # portal
       127.0.0.1   s1.odoo.local # server
       127.0.0.1   t1.odoo.local # template
       127.0.0.1   t2.odoo.local # template
       127.0.0.1   client-x.odoo.local
       127.0.0.1   client-y.odoo.local
       127.0.0.1   client-z.odoo.local

   * Redirige las peticiones a esos dominios a localhost:8069 (por ejemplo, usando nginx)

     * asegúrate de que Odoo reciba el header Host, por ejemplo para nginx::

           proxy_set_header Host $host;
           proxy_set_header X-Real-IP       $remote_addr;
           proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
           proxy_set_header X-Forwarded-Proto $scheme;

   * install dependencies:

     * oauthlib:

       * pip install oauthlib

     * requests

       * pip install requests --upgrade

2. Create two databases (via /web/database/manager):

   * Main Database, e.g. **odoo.local**:
     * install saas_portal and saas_portal_* (optional) modules
   * Server Database, e.g. **s1.odoo.local**
     * install saas_server

3. Configure **Server Database**
   * Activate the developer mode via "(?)/About" menu at the top right-hand corner
   * Open Settings/Users/OAuth Providers - SaaS

     * click [Edit]
     * update domain name at "Authentication URL" and "Validation URL", change http to https if needed. E.g.

       * ``http://odoo.local/oauth2/auth``
       * ``http://odoo.local/oauth2/tokeninfo``


       * Edit Body according to your brand
       * click [Save]
     * remember value of Client ID field. It's a database.uuid of SaaS Server.


4. Configure **Main Database**:
   * open Settings/SaaS Portal Settings

      * set *Base SaaS domain*, e.g. **odoo.local**
      * click Apply (do it even if you didn't make changes)

5. Register Server Database in Main Database

   * open SaaS/SaaS/Servers

     * click [Create]
     * set Database Name, e.g. **s1.odoo.local**
     * fix autogenerated Database UUID to actual one (see previous section)
     * click [Save]

6. Create Plan

   * open Saas/SaaS/Plans

     * click [Create]
     * set Plan's name, e.g. "POS + ECommerce"
     * set SaaS Server
     * set Template DB: type name, e.g. **t1.odoo.local**, and click *Create "__t1.odoo.local__"*
     * click [Save]
     * click [Create Template DB].
     * wait couple minutes while Database is being created.
     * click [Sync server]

7. Prepare Template Database for Plan

   * click [Log in to template DB] at Plan's form
     * click log in link
   * install modules that will be used for Plan, e.g. *point_of_sale*, *website_sale*
   * make any other changes in database if needed. E.g. configure chart of accounts.
   * open Settings/Users/Users - onwer_template. Configure Access Rights for Owner.

8. Try to create database from template

   * open SaaS/Saas/Plans - select plan

     * click [Create Client]
     * set DB Name, e.g. client-x.odoo.local
     * click [Create]
     * wait couple minutes while Database is being created.
     * click [Sync server]

   * open SaaS/SaaS/Client - choose client

     * click [Configure]

       * open Parameters tab
       * add parameter "Max Users", set Value 2
       * click [Execute]
       * click [Close]
       * click [Log in]
       * you see created database
       * try to create new user to test "Max Users" setting

9. Get more

   * check description of other saas_* modules to get more features