Creating a Configuration Module¶
It is very helpful to be able to backup your specific configuration settings in an OpenERP module dedicated just to that. This enables you to:
- automatically duplicate the configuration settings by installing the module in another database,
- reinstall a clean database with your own configuration, in case you have problems with the initial configuration,
- simplify migrations. If you have modified some elements of the basic configuration, there is a risk in returning them to their original state after the migration, unless you have saved the modifications in a module.
Start by installing the module base_module_record in the usual way from Administration ‣ Modules ‣ Modules. Manually make all your configuration changes through the user interface as you would normally do (such as menu management, dashboard assignments, screen configuration, new reports, and access rights management – details of some of these possibilities are described later in this chapter).
Then start recording your data using the menu Administration ‣ Customization ‣ Module Creation ‣ Export Customizations As a Module. This opens a wizard through which you may select the date to record from, choose records that have been Created , Modified or both Created & Modified . You have to select the objects for recording and then start recording by clicking Record. After the recording operation is complete, a dialog box appears giving you the opportunity to save the recorded module at a desired location.
OpenERP then creates a ZIP file for you containing all of the modifications you made while you were carrying out your configuration work. You could reinstall this module on other databases. This could turn out to be useful if you want to install a test server for your company’s users and give them the same configuration as the production server.
To install a new module saved in ZIP file form, use the menu Administration ‣ Modules ‣ Import Module.