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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 create databases with dots in name:

   cd path/to/odoo

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

   • If you run odoo locally, add domains you are going to use to /etc/hosts. E.g.

   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

   • Redirect requests to domains above to localhost:8069 (e.g. via nginx)

     • be sure, that odoo gets host header, e.g. for 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