1. Getting Started w/Apache OFBiz
In 5 Easy Steps
June 2010
Ruth Hoffman

2. Beyond Getting Started
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.

3. Getting Started with OFBiz in 5 Easy Steps
Introduction
Who Am I?
Poster Child for OFBiz
Built Many Application w/OFBiz
Ruth Hoffman
OFBiz
VoIP E-Commerce, Phone Number Inventory, Self Service Portal
Logfile Analyizer Framework
Enterprise License Key Management Tool
Using OFBiz at myofbiz.com

4. 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!
Why Use OFBiz?

5. Getting Started with OFBiz in 5 Easy Steps
Why OFBiz E-Commerce?
Why Use OFBiz?

6. 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

7. 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?

8. Getting Started with OFBiz in 5 Easy Steps
STEP 2 Gap Analysis
No Knowledge
Functioning Store

9. Getting Started with OFBiz in 5 Easy Steps
STEP 3 Site Prep & Download
Prerequisites
Java 1.5
Mbytes Disk
Internet Access to Download
Some Patience

10. Getting Started with OFBiz in 5 Easy Steps
STEP 4 Prototype
Test The Download First
Implement The Prototype
Test Again

11. 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 Many Uses

12. Out-Of-The-Box OFBiz eCommerce Store Landing Page
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

13. Using The Catalog Manager Add Your Logo And Store Brand to the Website
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?
E002.png
Using the Catalog Manager we can easily change the website store’s logo and title as shown. An OFBiz instance may have many stores both physical and Web based.
Time: 5 Minutes

14. Add Your Products and a New Catalog to Your Website
Getting Started Prototype
Add Your Products and a New Catalog to Your Website
E003.png
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

15. Can We Add Products to the Shopping Cart?
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?
Shopping Cart Highlights:
Cart shows products as added. Cart behaves same way. Can still add/remove/recalculate cart.
Totals still work.
Time: N/A

16. Let’s Try The Quick Checkout
Getting Started Prototype
Let’s Try The Quick Checkout
Co001.png
Prototype Requirement
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

17. 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

18. 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?
O001.png
Time: N/A

19. Did It Work? Can I Download the eBook?
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

20. 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

21. Can I Download the eBook? [Order Manager page continued]
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 .

22. Can I Download the eBook? Order Status After Payment Accepted
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
Oh003.png
Time: N/A

23. Can I Download the eBook? Go For It!
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

24. Let’s Try Adding a Store Promotion
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?
Pro001.png
Time: 20 Minutes

25. 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
How Long Does It Take?
How Hard Is It To Do?
Time: 5 Minutes

26. Getting Started Prototype
Cart After Adding “Secret” Coupon
Pro003.png

27. 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

28. 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
Change Store Look & Feel
CSS, HTML, JavaScript & XML
Next Steps, GOTO Step 1