After quite a few theoretical articles, let’s talk about something more practical for a change. It is not that common that I am involved in a new installation myself unless it is a demo set-up. Usually, we take over an existing project, or one of our consultants or project managers will take responsibility for an installation, with me acting like some sort of “know-it-all” in the background.

Be that as it may, at the beginning of the year, it was time for me to get involved again. Here are my experiences and the key steps I can recommend.

  • Stability

    To determine the right set-up to ensure stability as well as efficiency during productive operation.

  • Training

    The key to this is, of course, to take the system to the user, which can only be achieved through training. To be able to do this, however, one has to become acquainted with the customer’s internal application scenarios and their procedures.

  • Research

    To minimize risk, it is far better to do your research beforehand rather than start discussing things afterward.

1) Setting up the database

This is probably the easiest step of all, and there is little you need to watch out for. It’s better to avoid special characters when naming your database and let a password manager generate your admin password.

At this stage, it is also important to enter the country of our respective client. This simplifies the installation of the Finances module, but more of this a little further below.

Obviously, you will not need demo data for a productive set-up. They are only appropriate for the evaluation of Odoo or the testing of new modules since they make it easy to run through various what-if scenarios.