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.
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Getting Started with OFBiz in 5 Easy Steps
Introduction
OFBiz
Ruth
Hoffman
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
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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!
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Getting Started with OFBiz in 5 Easy Steps
Why OFBiz E-Commerce?
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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
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Getting Started with OFBiz in 5 Easy Steps
STEP 1
Problem 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?
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Getting Started with OFBiz in 5 Easy Steps
STEP 2
Gap Analysis
No Knowledge
Functioning Store
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Getting Started with OFBiz in 5 Easy Steps
STEP 3
Site Prep & Download
Prerequisites
Java 1.5
500-700Mbytes Disk
Internet Access to Download
Some Patience
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Getting Started with OFBiz in 5 Easy Steps
STEP 4
Prototype
Test The Download First
Implement The Prototype
Test Again
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Getting Started with OFBiz in 5 Easy Steps
STEP 4 Prototype
Test Download
Out-Of-The-Box
“Getting Started” Test
• Website Store
• Shopping Cart
• Checkout
• Order Management
• Product Management
• User Access Controls
OFBiz ERP: One Database Many11Uses
Getting Started Prototype
Out-Of-The-Box
OFBiz eCommerce Store Landing Page
“Getting Started” Testing
Look For:
Product Listings
Welcome Message
Catalog Drop Down
Search Feature
Store Branding
Internationalization
Shopping Cart
Special Offers
Surveys
Time: 1 Hour
Getting Started Prototype
Using The Catalog Manager
Add 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?
Time: 5 Minutes
E002.png
Getting Started Prototype
Add Your Products and a New Catalog
to Your Website
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
E003.png
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
Prototype Requirement
Co001.png
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?
Time: N/A
O001.png
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
Time: N/A
Oh003.png
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
Let’s Try Adding a Store Promotion
Prototype Requirement
Add New Store Feature
 Automatic Site Notification?
 Rebuild Catalogs?
 Redefine Products?
 Selectively to Products?
 With the Store Running?
 Automatic Application?
Time: 20 Minutes
Pro001.png
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
Time: 5 Minutes
 How Long Does It Take?
 How Hard Is It To Do?
Getting Started Prototype
Cart After Adding “Secret” Coupon
Pro003.png
Getting Started with OFBiz in 5 Easy Steps
STEP 5
Review Results
 Website Store Up & Running
 My Brand Front & Center
 My Products
 DBAs Required
 Special Skills (Programming)
 Special System Administration
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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
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