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OpenERP - Pentaho Integration, WillowIT

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OpenERP - Pentaho Integration, WillowIT

  1. 1. OpenERP-Pentaho Integration Presented by Jonathan Wilson WillowIT Pty Ltd Australia OpenERP Silver Partner & CTP
  2. 2. What is Pentaho? ● Open source business analytics tools for business integration and business intelligence ● Pentaho Reporting Project includes a report designer and report server ● Written in Java ● Commercial support ● For this project we were only interested in the reporting capabilities of Pentaho ● Business analytics and BI make Pentaho an ideal tool for the delivery of value-added services
  3. 3. Implementation - Designer Pentaho report designer Data access layer (JDBC etc) OpenERP object interface PostgreSQL OpenERP Custom Objects method
  4. 4. Implementation – Run time OpenERP Custom module XML-RPC interface (java) Pentaho Report server Data access layer (JDBC etc) OpenERP object interface PostgreSQL Custom OpenERP Objects method
  5. 5. Report Designer ● Full featured report designer comparable to Jasper Reports iReports ● Can be used by consultants with little or no OpenERP development skills ● Reports can be run independently of OpenERP if required
  6. 6. Report Parameters ● Reports can be designed with parameters, e.g. select records with particular start/end dates, or partner range etc... ● Reports run via the designer with parameters will prompt the user for the parameter values ● Our custom OpenERP Pentaho module will also prompt the user for these paramters within OpenERP using designer defaults ● If no parameters are passed to an object based report then the selected object ids are passed
  7. 7. Security ● Reports using JDBC will have security restrictions of selected database user ● Reports using object interface will respect user access rights ● Reports run via a custom method can use their own rules ● Reports accessed via menus can have group security assignments
  8. 8. Demonstration ● Designer – JDBC, Object and custom method access ● Installing reports in OpenERP ● Running reports in OpenERP – parameter prompting and report output type selection ● Caveat: we are still in pre-beta mode!
  9. 9. Summary ● We now have a report writer that is feature rich and well recognised ● Easy to use by professionals and competent end-users ● Output format can be selected at run-time ● Report parameters can be defined at design time and prompted for at run-time within OpenERP ● Requires no extra module installation to run reports – reports can be handed off to non-programmers and support consultants ● Excellent tool for value-added services ● Pentaho offers a full suite of professional tools for analytics and BI (Business Intelligence)
  10. 10. Project Stage ● Pre-beta ● Pentaho-OpenERP object data access layer will be a core part of Pentaho v4.0 due later this year (Pieter van der Merwe is a Pentaho contributor) ● Currently only string, number and date-time type fields can be used as filters within OpenERP ● WillowIT will bundle the bits together with doco after Pentaho V4 is released
  11. 11. Acknowledgements Pentaho – OpenERP data access layer (Java): Pieter van der Merwe, DeBortoli Wines, Australia Pentaho XML-RPC layer (Java): Deepak Seshadri, WillowIT, Australia OpenERP Pentaho integration module: Richard deMeester, WillowIT, Australia NaN.tic Jasper OpenERP integration module Inspiration: Me :-((

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