xTuple Admin Guide
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xTuple Admin Guide
Introduction
About this document
Commercial Services
xTuple Cloud and Business Continuity
xTN Remote Upgrade Service
Professional Services
Commercial Software Support
Training
Installing PostgreSQL and xTuple ERP
Overview
On-premise vs. In-the-Cloud
Selecting a Platform for the Database
Non-web-enabled vs. Web-enabled
Hardware Requirements
Non-web-enabled Installation on All Platforms
Download and Install PostgreSQL
Download and Install plv8
Edit postgresql.conf
Initialize PostgreSQL for xTuple
Create a Database Using UTF-8 encoding
Update Database to allow plv8
Download and Restore an xTuple Database on your new Database
Mac Servers
Windows Servers
Linux Servers
Getting the xTuple ERP desktop client
How to Log In to Your xTuple Database
Find the IP Address of Your VM
Connect with the Desktop Client
PostgreSQL Security
Update Your pg_hba.conf File
Edit your pg_hba.conf file
Save the changes to pg_hba.conf and reload
Non-Web-Enabled Server Administration on All Platforms
Overview
Configuring the Server
Creating a New Database
Restoring from Backup File
Backing Up Your Database
How to Update xTuple ERP
Updating Using the Updater
Getting the Updater and Update Packages
PostBooks updater packages
Commercial edition updater packages
Applying Updater Packages with the Updater
Before You Start
Take a Practice Swing
The Real Deal
Use the New Client Application
Extension Packages
Web-Enabled Server Administration on Linux Using xTAU
Installing on Linux with xTuple Admin Utility
Setting up VirtualBox
Setting up Linux
Clone the xtuple-admin-utility Repository
Logging on
Choosing your Method of installation
All-in-one installation
xTuple Commerce OS Setup
Postfix Configuration
Finishing Up
Setting up Your Local Machine
Interactive installation
Install Base xTuple system
Non-web-enabled installation
PostgreSQL Maintenance
Database Maintenance
**SSH Connection Manager** [STILL UNDER CONSTRUCTION]
Generate Github Token
Web-enabled installation
xTupleCommerce Maintenance
Developer Zone
Command Line Installation
How to Log In to Your xTuple Database
Find the IP Address of Your VM
Connect with the Desktop Client
Installing Other Extensions
PostgreSQL Maintenance with xTuple Admin Utility
Install PostgreSQL 9.3
List Provisioned Clusters
Select Cluster
Create New Cluster
Backup Globals
Restore Globals
Upgrading with the xTuple Admin Utility
General Information
Security Recommendations
Enable Enhanced Authentication
Use Strong Passwords
Require Password Updates
Remove Unused Accounts
VPN Remote Access
Security Certificate (for HTTPS Connections)
Migrating from PostBooks®
Installing xTupleCommerce
Overview
Assumptions and Prerequisites
Preliminary Setup
Commercial Setup
Demo Setup
Go-Live Checklist
Preparing the ERP for xTupleCommerce
Configure Encryption
Configure Credit Cards
Configure Payment Gateway
Setting Required Default UOMs
Creating Ship Vias for xTupleCommerce
Default Customer Settings
Creating the Guest Customer
Set Quote Number Generation
Creating Billing Terms
Credit Status
Tax Regions Setup
Configure xDruple Integration
Discounts
Dealer Map
Overview
Obtaining Your Google Maps API Key
Adding Dealers to the Map
Dealer Map Search Results
Managing the Dealer Map
Dealer List
Dealer Types
Update
Re-Index
More Info
Search
Chapter 3. Web-Enabled Server Administration on Linux Using xTAU
Chapter 3. Web-Enabled Server Administration on Linux Using xTAU
1. Installing on Linux with xTuple Admin Utility
1.1. Setting up VirtualBox
1.1.1. Setting up Linux
1.2. Clone the
xtuple-admin-utility
Repository
1.2.1. Logging on
2. Choosing your Method of installation
2.1. All-in-one installation
2.1.1. xTuple Commerce OS Setup
2.1.2. Postfix Configuration
2.1.3. Finishing Up
2.1.4. Setting up Your Local Machine
2.2. Interactive installation
2.2.1. Install Base xTuple system
2.2.2. PostgreSQL Maintenance
2.2.3. Database Maintenance
2.2.4. **SSH Connection Manager** [STILL UNDER CONSTRUCTION]
2.2.5. Generate Github Token
2.2.6. Web-enabled installation
2.2.7. xTupleCommerce Maintenance
2.2.8. Developer Zone
3. Command Line Installation
4. How to Log In to Your xTuple Database
4.1. Find the IP Address of Your VM
4.2. Connect with the Desktop Client
5. Installing Other Extensions
6. PostgreSQL Maintenance with xTuple Admin Utility
6.1. Install PostgreSQL 9.3
6.2. List Provisioned Clusters
6.3. Select Cluster
6.4. Create New Cluster
6.5. Backup Globals
6.6. Restore Globals
7. Upgrading with the xTuple Admin Utility
