Administration

How do I backup my data?

Member for

1 month 1 week
Submitted by Anonymous (not verified) on Tue, 11/29/2011 - 19:44

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?

Member for

4 years 5 months
Submitted by ehu on Sun, 12/27/2015 - 08:31

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]

Member for

4 years 5 months
Submitted by hasorli on Sat, 08/18/2012 - 11:20
How the LaTeX templates work and what is usually needed to get them up and working.

[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 to clone database with no financial transactions?

Member for

1 month 1 week
Submitted by Anonymous (not verified) on Wed, 11/16/2011 - 18:07

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?

Member for

1 month 1 week
Submitted by Anonymous (not verified) on Wed, 11/09/2011 - 04:31

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 )

How do I assign access to 1.3?

Member for

1 month 1 week
Submitted by Anonymous (not verified) on Mon, 03/22/2010 - 18:38

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.]