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Getting Started w/Apache OFBiz . In 5 Easy Steps June 2010 Ruth Hoffman rhoffman@myofbiz.com. Getting Started with OFBiz in 5 Easy Steps. Agenda Introduction Why OFBiz? 5 Easy Steps Beyond Getting Started. Disclaimer
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Getting Started w/Apache OFBiz In 5 Easy Steps June 2010 Ruth Hoffman rhoffman@myofbiz.com
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.
Ruth Hoffman OFBiz Getting Started with OFBiz in 5 Easy Steps Introduction 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
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!
Getting Started with OFBiz in 5 Easy Steps Why OFBiz E-Commerce?
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
Getting Started with OFBiz in 5 Easy Steps STEP 1Problem 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?
Getting Started with OFBiz in 5 Easy Steps STEP 2Gap Analysis • No Knowledge Functioning Store
Getting Started with OFBiz in 5 Easy Steps STEP 3Site Prep & Download • Prerequisites • Java 1.5 • 500-700Mbytes Disk • Internet Access to Download • Some Patience
Getting Started with OFBiz in 5 Easy Steps STEP 4Prototype • Test Again Test The Download First Implement The Prototype
Getting Started with OFBiz in 5 Easy Steps STEP 4 PrototypeTest Download Out-Of-The-Box • “Getting Started” Test • Website Store • Shopping Cart • Checkout • Order Management • Product Management • User Access Controls OFBiz ERP: One Database Many Uses
Getting Started Prototype • “Getting Started” Testing • Look For: • Product Listings • Welcome Message • Catalog Drop Down • Search Feature • Store Branding • Internationalization • Shopping Cart • Special Offers • Surveys Out-Of-The-BoxOFBiz eCommerce Store Landing Page Time: 1 Hour
Getting Started Prototype Using The Catalog ManagerAdd 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? E002.png Time: 5 Minutes
Getting Started Prototype Add Your Products and a New Catalogto Your Website E003.png • 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
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 Co001.png • Prototype Requirement • 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? O001.png Time: N/A
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 Oh003.png Time: N/A
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 • Prototype Requirement • Add New Store Feature • Automatic Site Notification? • Rebuild Catalogs? • Redefine Products? • Selectively to Products? • With the Store Running? • Automatic Application? Let’s Try Adding a Store Promotion Pro001.png Time: 20 Minutes
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 • How Long Does It Take? • How Hard Is It To Do? Time: 5 Minutes
Getting Started Prototype Cart After Adding “Secret” Coupon Pro003.png
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
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