Administration

How do I restore my data?

Assuming you have created a backup file using setup.pl, you can restore your database using the command:

 $ pg_restore [options] your_backup.bak

It should be pointed out that it's not possible to restore a backup to a database with a different name than the one you made the backup from!

How do I backup my data?

As of 1.3.7 the backup functionality moved to setup.pl, the database administration interface.

Login with your ledgersmb database user / admin user. This can't be done using your normal LedgerSMB login account since it doesn't have enough rights to backup db and roles. The default address for setup.pl is http://localhost/ledgersmb/setup.pl.

The setup.pl backup facility consists of two parts:

How do I create a backup?

In the 'setup.pl' administrative interface, there are 2 buttons:

  • Backup database
  • Backup roles

One creates a backup of the content of your database. The other creates a backup of the roles.

Roles are elements which are required to exist before creation of a database, and assign fine-grained access control.

When restoring, you need both files and you need to restore the roles before the database.

How do the templates work? [PDF, PS, Latex]

  [work in progess...]


The PDF and PS invoices are generated using a program called LaTeX which handles the layout and typesetting. The actual LaTeX files are creating using Template Toolkit with extensions for LaTeX. These extensions are in the Template::Latex package available from CPAN. The software then generates a LaTeX file which is then processed to create a PDF or PS.

How do I delete a company database ?

I had created a second database. To delete it, do I just drop the database from postgresql?

On a GNU-ish *nix platform use the script:
tools/delete-company-database.sh
it'll remove the roles and the database.

How to clone database with no financial transactions?

Copy db :
In psql or your sql client:
CREATE DATABASE my_newdb WITH TEMPLATE my_old_db;

Note this will clone everything.
If you want to get rid of the transactions, you will need to delete everything in the acc_trans, ar, ap, and gl tables.

Also if goods and services are used, delete from invoice and inventory as well, and if wishing to clear out all orders, delete from
orderitems and oe.

How to add a barcode for a part?

Sql ledger has the option to add a barcode to a part.

In 1.4, you will be able to add a barcode per make/model record.

How are barcodes added when using LedgerSMB?

Sort term solution:
It's not optimal for a UPC management but it solves the immediate problem:

Add a space separated list with the barcodes to the partnumber field

The partnumber is the "Number" filed on the same line as "Description" in the "Add Part" page.
And yes, "space separated list" works in the POS interface. (If you scan one of the codes in the space separated list )

Does LedgerSMB use complex templating languages such as XSSSL?

No: Our templates are in LaTeX or HTML (your choice), and use TemplateToolkit for variable interpolation. No xslt, no xsssl, no programming language other than TT directives......

http://template-toolkit.org/

How do I assign access to 1.3?

I have successfully installed LegerSMB and logged in. However, no matter the type of user (i.e. administrator, supervisor or user) the access control of them is always the same. I cannot amend the user access control rights. Therefore many functions such as amending the chart of account are not working. Are there any error on my installation?
Thx
[Chris Travers : the Role field in 1.2 affects some aspects of reports but not much more than that. use the check boxes to show/hide menu items. In 1.3, the roles are significantly different.]

I can't login

There are a number of possible causes for login problems. Some of the more common causes are:

Login in 1.3.x is new. Take a look at this screen guide:
http://www.ledgersmb.org/help/install/Ubuntu_Installation_Tutorial_Ledge...

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