INSTALLATION MANUAL
General Description :
CK-ERP is an open source accounting / ERP / CRM system written in php and operates above egroupware or phpBB. It runs as a web application with Apache and egroupware or phpBB serving as middle layer. Internal data is managed by PostgresSQL/MySQL. SQL server can either be local or remote. Client access is via web browsers, Konqueror, Mozilla, Netscape, Opera and the like.
Functionally, it is divided
into 19 modules:
Administration, Contact Management, Customer
Relationship Management, Customer Self Service, Vendor Relationship
Management, General Ledger, Bank Reconciliation, Inventory, Service,
Accounts Payable, Accounts Receivable, Purchase Order, Sales Order,
Quotation, POS for Cashier, POS for Manager, Human Resources, Staff
Self Service, Payroll.
Each of these modules can be made visible or hidden from users/groups utilizing egroupware's native account management function.
Most transactions are
provided with standard search, add, view, copy, edit, delete and view
log facilities. Journal reversing feature is included. Two separate
streams are provided to handle invoices, POs, SOs, Quotations and
Cash Sale that do and do not carry transactional tax (sales tax or
VAT). For detail features, please refer to the Festures List (Docs).
Demo
Sites:
http://ck-erp.sourceforge.net
(hosted within egroupware)
http://www.ck-erp.org (hosted within
egroupware)
http://ck-erp.org/phpbb/login.php (hosted within phpBB)
Latest Version :
The
latest version is available
from,
http://sourceforge.net/projects/ck-erp
http://gro.clinux.org/projects/ck-ledger
http://cosoft.org.cn/projects/ck-ledger
http://sf.linuxforum.net/projects/ck-ledger
Platforms :
CK-ERP has
been tested against the following configurations (LAMP +eGW/phpBB or
LAPP+eGW/phpBB),
O/S |
Webserver |
DB Engine |
Middleware |
Fedora Core 3 |
Apache 2.0.52 |
PostgreSQL 7.4.6 / MySQL 3.23.58 |
eGW 1.0.0.007 |
Fedora Core 3 |
Apache 2.0.52 |
MySQL 3.23.58 |
phpBB 2.0.15 |
Php.ini
Setting:
register_globals may be set to [on] or [off] (with [off]
being recommended)
Hardware
Requirement :
If everything (O/S, webserver, dbserver,
egroupware/phpbb, client GUI, browser) runs on a single machine, the
system will probably need at least,
CPU – Intel Pentium III
600mhz, RAM – 256M, H/D – 40M (excluding the space needed to
house the accounting data, which varies depending on transaction
volume). [However, if other egroupware modules are utilizing the same
machine, the configuration above is most likely to be inadequate]
Installation Procedure :
1. Setup a working Linux
environment with Apache and PostgreSQL/MySQL fully installed and
started.
2. Download ck-erp-0.13.1.tar.gz from
http://sourceforge.net/projects/ck-erp.
3. Untar the CK-ERP
software tarball into egw's or phpbb's target base directory (# tar
-xzvf <full path name of ck-erp-0.13.1.tar.gz>) .
4. Setup
egroupware 1.0.0.007 / phpbb 2.0.15. For detail instruction, please
refer to www.egroupware.org or www.phpbb.com
.
5. Test to ensure you have a working egroupware or phpbb
setup.
6. Login egroupware or phpbb as admin level user. (For
phpBB users, please refer to STEP 6A below)
7. The CK-ERP modules
will show up as icons with an “abacus” background.
8. You may
have to click all 19 icons to find out which icon relates to which
module.
9. Choose (CK-ERP's) Administration module (castle icon
with “abacus” background).
[The
following error message (or something similar) will show
up,
Database error: Invalid SQL: SELECT checksum FROM ck_md5 WHERE
script='/ck-admin/index.php'
MySQL Error: 1146 (Table 'ckerp.ck_md5' doesn't
exist)
Session
halted.
But don't worry, this is due
to the absence of the checksum table which will be created in a later
step]
10. Read in detail the “Welcome to Administration”
page.
11. Pick the [Admin/Setup] choice at the top header
menu.
12. Choose action 1 - Install Test Environment
13. Press
"Start Action" button.
14. Press "Start Action"
button again.
15. Numerous descriptive messages will appear.
16.
Press any one of the “Done” buttons.
At this point, CK-ERP is fully functional and all features are available for your testing.
A few points to note:
STEP 6A (for phpBB users only) – Access (administration panel -> configuration function) via [Go to Administration Panel] link at the bottom of the page. Set [Site name] to [CK-ERP] and [Site description] to [<a href=”http://(phpbb webbase)/ck-admin/index.php”>Click here to access CK-ERP</a>]
1. Some of the menu choices
are still not implemented.
2. The cheque printing facility
assumes a normal stub-based manual handwritten cheque format (not the
computer stationery type). The layout would have to be tuned for
different bank's cheque format. The included facility is just for
sample only.
3. Since the current version is a beta release, so
DO NOT, DON'T, DO NOT AGAIN use this version against any production
data or environment.
4. Some browsers may show distorted display.
You may need to try different browsers and font (size) to get the
best fit.
Please report any error to
CK-ERP-en@googlegroups.com.
Data Backup
1.Click
(CK-ERP's) Administration Module icon.
2.Choose Data Backup
3.A
backup (flat) file, with its name appearing on screen, will be
created.
Data Restore
1.Click
(CK-ERP's) Administration Module icon.
2.Choose Data Restore.
3.A list of backup files kept at your user home directory will be
displayed.
4.Choose the appropriate file.
5.Press “Start
Database Restoration” button.
Upgrading
Automatic
upgrading from previous versions is currently not supported.
Special Handling
Last Updated: 2005-6-30