1. Sharing OpenERP content &
New social features
Thibault Delavallée
OpenERP Community, Customers and Partners summit 10 April 2012 1

2. Introduction
● Being Social … what is it ?
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3. Introduction
● Being Social … what is it ?
– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial
→ not only Buzz !
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4. Introduction
● Being Social … what is it ?
– more Facebook posts than
emails sent
– companies using Twitter average
2 times more leads
– networking through social medias
more and more crucial
→ not only Buzz !
● People have incorporated social media in their lifes
● What about companies ?
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5. Introduction
● Daily life in a company ...
– invoices to send, receive, (re)encode, phonecalls, emails, …
→ inefficient !
– still struggling with stone age !
● This process should be improved …
● We believe OpenERP can do it !
– open system
– strong foundations
– keep simple…
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6. Introduction
● Context of social in companies: not talking about photos
– invoices
– meetings
– … daily business !
● Centralized system ?
– critical mass effect
– think of Facebook with 100 people using it !
– EDI alone can't do it …
● → centralized system impossible
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7. Introduction
● No centralized system
● Social decentralized system ?
→ mail gateway: a bridge between those two worlds
● Ex: sales manager
– today: schedule 2 meetings, send an invoice to client,
forward to other clients or interested people → takes 3
hours, inefficient !
– tomorrow: efficient !
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8. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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9. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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10. OpenChatter social feature
● Messaging system on a record
– system messages: state update, stage change, record
logs, ...
– user messages: comment, discussions, ...
– emails
→ discussion centralization !
● Invite mechanism
– push to users using @login
– invite people using the share module
→ people centralization, easy viral invite mechanism !
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11. OpenChatter social feature
● Purchase manager
● Today
– purchase order sent to 1 partner
– must send manually to other recipients (suppliers, manager)
– communication history incomplete (emails, messaging, ...)
● With OpenChatter
– sale order sent to all followers
– invite interested people to keep them updated
– communication centralization
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12. OpenChatter social feature: advantages
● Server simplification (res.log, requests)
● Communication history cleaning
– discussion threads
– system notification: state update, stage changes, …
– sent and received emails
● Choose the documents to follow
● Relieve a daily burden of communication !
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13. OpenChatter social feature: use it !
● inherit from mail.thread mixin class
● use Thread widget
● send notifications on main steps of your workflow
– message_append_note
– be coherent when adding messages
● override default behavior
– message_get_followers
– message_load
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14. OpenChatter social features: Wall
● Make OpenERP proactive !
– Main feeds page
– Receive update of the documents you follow
– Start a discussion with @login
– Hide/delete discussions
● ex: leave request
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15. Linkedin plugin (WIP)
● Contact screen, now ...
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16. Linkedin plugin (WIP)
● Purpose of plugin: use information available on Linkedin
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17. Linkedin plugin (WIP)
● Partner screen, with the new design and Linked plugin
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18. Linkedin plugin (WIP)
● New Linkedin plugin
– fetch data from Linkedin
– update partner view
● Key points
– no more manual data entering
– automatic data synchronization
– clean and uniform look & feel through the application
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19. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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20. Share and invite
● Sharing information is a daily requirement
– give access to task to clients
– tickets management
– product list
– …
● Use share to
– embed OpenERP inside your website
– share documents with external people
– invite people with OpenChatter
● Portal
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21. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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22. EDI
● Easy way to exchange documents
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23. EDI
● Easy way to exchange documents
● Send invoices directly to clients
→ each invoice cost averages 24€
→ EDI can be really interesting !
● Electronic payment (Paypal account)
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24. EDI
● Base: document serialization
in JSON
● New standard, simple and
lightweight
– record values
– some metadata (__model,
__module, __id)
– nested dictionaries for
relationships
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25. Using EDI in your addon
● Inherit from the EDIMixin class
● Define primitives to build the import / export of your EDI
● Define specific behavior by overriding edi_export and
edi_import
– ex: sale order → purchase order
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26. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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27. OpenERP goes viral
● Going viral: not without being social
– EDI needs a good share and invite mechanism
– share mechanism requires a centralized system
– OpenERP makes centralization with the mail gateway and
OpenChatter
● If client send 100 invoices → 100 new emails → 100 prospects
● Real interest for integrators and partners
● Bring clients and users
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28. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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29. Mobile
● Increasing use of mobiles devices
● OpenERP mobile design
● Currently: complete read access
● Future: provide a write access
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30. Outline
● Introduction
● Social features: OpenChatter, Wall, Linkedin plugin
● Share and invite
● EDI
● Going viral ?
● Mobile display
● Conclusion
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31. Conclusion
● Currently, companies are still at stone age when speaking
about social
● Social generally implies centralized systems
→ mail gateway: a bridge to a centralized system !
● Develop a social ecosystem in OpenERP
– OpenChatter, Wall, Linkedin plugin
– Share documents
– Invite users
– Export, import and be viral through EDI !
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