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 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