README 4.8 KB

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  1. README (english)
  2. --------------------------------
  3. Starter documentation
  4. --------------------------------
  5. 1) Install Dolibarr
  6. 2) Upgrade Dolibarr from an older version
  7. 3) What's new in this version
  8. 4) What Dolibarr can do
  9. 5) What Dolibarr can't do yet, todo list
  10. I - DOLIBARR INSTALL
  11. --------------------
  12. If you have no technical knowledge, use Windows and you are looking for an
  13. autoinstaller to install Dolibarr ERP/CRM in few clicks, you must download
  14. DoliWamp (the all-in-one package of Dolibarr for Windows).
  15. You can download it at:
  16. http://www.dolibarr.org/downloads/cat_view/62-stable-versions
  17. If you already have installed a Web server and a Mysql database, you can
  18. install this version like this:
  19. - Copy directory 'dolibarr' and all its files inside your web server root,
  20. or set up your web server to use dolibarr/htdocs as root for a new web
  21. server virtual host (second choice need to be web server administrator).
  22. - Create an empty mysql database (postgresql support is experimental).
  23. - Set write permissions on directory 'dolibarr/htdocs/conf' for your web
  24. server user (write permissions will be removed once install is finished).
  25. - From your browser, call the dolibarr "install/" page. Url depends on choice
  26. made on first step:
  27. http://localhost/dolibarr/htdocs/install/
  28. or
  29. http://yourdolibarrvirtualhost/install/
  30. - Follow instructions provided by installer...
  31. - If your web hosting does not allow you to place the folder "documents" outside
  32. the site root, add the /dev/security/htaccess.txt in the root directory of
  33. folder "documents" by renaming .htaccess
  34. II - DOLIBARR UPGRADE
  35. ---------------------
  36. To upgrade Dolibarr from an old version to this one:
  37. - Overwrite all old files inside old 'dolibarr' directory by files
  38. provided into new version package.
  39. - If you came from version x.y.z to x.y.w (only third number differ),
  40. there is no need to run any migrate process.
  41. - If you came from a beta version or from any version x.y.z to any
  42. other where x or y number differs, you must call the Dolibarr "install/"
  43. page in your browser.
  44. Url might be for example:
  45. http://localhost/dolibarr/htdocs/install/
  46. or
  47. http://yourdolibarrhost/install/index.php
  48. To know what is exactly correct URL for "install/" page, take URL you use
  49. to go on login page. It it ends with "index.php", remove it. Then add
  50. "install/" at the end.
  51. For example, if your login page is:
  52. http://yourdolibarrhost/something/index.php
  53. Then, your "install/" pages will be
  54. http://yourdolibarrhost/something/install/
  55. Then choose the "update" option according to your case.
  56. Note: Migrate process can ben runned safely several times.
  57. III - WHAT'S NEW
  58. ----------------
  59. See ChangeLog file.
  60. IV - WHAT DOLIBARR CAN DO
  61. -------------------------
  62. Main modules/features:
  63. - Products and services catalog
  64. - Customers, Prospects or Suppliers directory
  65. - Address book
  66. - Stock management
  67. - Bank accounts management
  68. - Orders management with PDF export
  69. - Commercial proposals management with PDF export
  70. - Contracts management
  71. - Invoices management with PDF export
  72. - Payments management
  73. - Standing orders management
  74. - Shipping management
  75. - ECM (Electronic Content Management)
  76. - EMailings
  77. - Agenda with ical,vcal export for third tools integration
  78. - Management of fundation members
  79. - Donation management
  80. Other modules:
  81. - Bookmarks management
  82. - Can reports Dolibarr events inside Webcalendar or Phenix
  83. - Data export tools
  84. - LDAP connectivity
  85. - Third parties or products categories
  86. - ClickToDial phone numbers
  87. - RSS
  88. Miscellanous:
  89. - Mutli-user, with several permissions levels for each feature.
  90. - Serveral menu managers (can be used by internal users, as a back-office,
  91. with a particular menu, or by external users, as a front-office, with
  92. another menu and permissions).
  93. - Very user friendly and easy to use.
  94. - Optional WYSIWYG forms, optional Ajax forms.
  95. - Several skins.
  96. - Code is highly customizable (a lot of use of modules and submodules).
  97. - Works with Mysql 3.1 or higher, experimental support for PostgreSql.
  98. - Works with PHP 4.3 or higher.
  99. - An easy to understand and maintain code (PHP with no heavy frameworks).
  100. - A trigger architecture to allow you to make Dolibarr business events run
  101. PHP code to update your own information system.
  102. - "NPR VAT Rate" (French particularity for managing VAT in DOM-TOM
  103. called "Non Perçue Récupérable").
  104. V - WHAT DOLIBARR CAN'T DO YET (TODO LIST)
  105. ------------------------------------------
  106. This is features that Dolibarr does not support completely yet:
  107. - Accountancy.
  108. - Dolibarr can manage only one currency.
  109. - Dolibarr does not support the double Canadian Tax.
  110. - Dolibarr does not make coffee (not yet).
  111. - Stock management with option increase/decrease on invoice works on
  112. warehouse number one only (no way to choose warehouse).
  113. - Stock management with option increase/decrease on orders works on
  114. warehouse number one only (no way to choose warehouse).