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Security in OpenERP
                                  Harshad Modi & Raphael Collet




OpenERP 6.1. Offer compléter
   Nom du fichier – à
Overview


    - sales tool for partners who can propose to their customers. 2-4 slides/big feature.




OpenERP 6.1. Offer compléter
   Nom du fichier – à
Authentication Process


    - sales tool for partners who can propose to their customers. 2-4 slides/big feature.


   •    OpenERP Authentication Handler
           Plain password (default)
           o


         o
           Encrypted password (base_crypt)
   •    Third Party Authentication Handler (LDAP,
        OpenID)




OpenERP 6.1. Offer compléter
   Nom du fichier – à
Connect with OpenId




OpenERP 6.1. Offer compléter
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OpenERP 6.1. Offer compléter
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Example: Customer Group
!record {model: res.groups, id: base.group_sale_customer}:
  name: Customer
  category_id: base.module_category_sales_management
Example: Saleman Group
!record {model: res.groups, id: base.group_sale_salesman}:
  name: Sales Person
  category_id: base.module_category_sales_management
  implied_ids:
       - base.group_sale_customer

Example: User
!record {model: res.users, id: user_john}:
  name: Mr.John
  groups_id: base.group_sale_saleman
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Record Rules


   •   Rule Definition
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              Condition for restrict access to subset of
              records
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              On Access Rights (Create, Read, Write,
              Delete)
   •   Global or Group Specific




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Example:
   !record {model: ir.rule, id:sale_order_personal_rule}:
      name: Personal Orders
      model_id: model_sale_order
      domain_force: ['|',('user_id','=',user.id),
      ('user_id','=',False)]
      groups:
          - base.group_sale_saleman




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UI Level Security
  Restrict Menu to groups of users
!record {model: ir.ui.menu, id:menu_sale_order}:
   name: Configuration
   parent: base.menu_sales
   sequence: 4
   groups:
      - base.base.group_sale_manager

Restrict Workflow Transition to groups of users
!record {model:workflow.transition, id:trans_draft_router}:
   act_from: act_draft
   act_to: act_router
   signal: order_confirm
   group:
      - base.group_sale_customer
       - base.group_sale_saleman
       - base.base.group_sale_manager

Restrict/Hide Fields in Forms to groups of users
<field name="product_uom" string="UoM" groups="product.group_uom"/>




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Portal and Share

   •   Portal
             Define Portal group
              


            Configured Record Rules and Access
             Rights
   •   Share Record Access
                     Create on-the-fly user from email
                      address
                     Create on-the-fly group with specific
                      record rules




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This document proposes OpenERP implementation assistance services to help a client configure and implement the OpenERP ERP system themselves. The proposal outlines a 6-phase implementation plan including needs analysis, online training, configuration, optional customization and data import, and a 1-year maintenance contract. The client is responsible for designating a project manager, allocating their time, and exporting any required data from existing systems.

 
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OpenERP - Security in OpenERP

  • 1. Security in OpenERP Harshad Modi & Raphael Collet OpenERP 6.1. Offer compléter Nom du fichier – à
  • 2. Overview - sales tool for partners who can propose to their customers. 2-4 slides/big feature. OpenERP 6.1. Offer compléter Nom du fichier – à
  • 3. Authentication Process - sales tool for partners who can propose to their customers. 2-4 slides/big feature. • OpenERP Authentication Handler Plain password (default) o o Encrypted password (base_crypt) • Third Party Authentication Handler (LDAP, OpenID) OpenERP 6.1. Offer compléter Nom du fichier – à
  • 4. Connect with OpenId OpenERP 6.1. Offer compléter Nom du fichier – à
  • 5. Connect with LDAP OpenERP 6.1. Offer compléter Nom du fichier – à
  • 6. Data Level Security OpenERP 6.1. Offer compléter Nom du fichier – à
  • 7. Data Level Security OpenERP 6.1. Offer compléter Nom du fichier – à
  • 8. Example: Customer Group !record {model: res.groups, id: base.group_sale_customer}: name: Customer category_id: base.module_category_sales_management Example: Saleman Group !record {model: res.groups, id: base.group_sale_salesman}: name: Sales Person category_id: base.module_category_sales_management implied_ids: - base.group_sale_customer Example: User !record {model: res.users, id: user_john}: name: Mr.John groups_id: base.group_sale_saleman OpenERP 6.1. Offer compléter Nom du fichier – à
  • 9. Record Rules • Rule Definition o Condition for restrict access to subset of records o On Access Rights (Create, Read, Write, Delete) • Global or Group Specific OpenERP 6.1. Offer compléter Nom du fichier – à
  • 10. Example: !record {model: ir.rule, id:sale_order_personal_rule}: name: Personal Orders model_id: model_sale_order domain_force: ['|',('user_id','=',user.id), ('user_id','=',False)] groups: - base.group_sale_saleman OpenERP 6.1. Offer compléter Nom du fichier – à
  • 11. UI Level Security Restrict Menu to groups of users !record {model: ir.ui.menu, id:menu_sale_order}: name: Configuration parent: base.menu_sales sequence: 4 groups: - base.base.group_sale_manager Restrict Workflow Transition to groups of users !record {model:workflow.transition, id:trans_draft_router}: act_from: act_draft act_to: act_router signal: order_confirm group: - base.group_sale_customer - base.group_sale_saleman - base.base.group_sale_manager Restrict/Hide Fields in Forms to groups of users <field name="product_uom" string="UoM" groups="product.group_uom"/> OpenERP 6.1. Offer compléter Nom du fichier – à
  • 12. Portal and Share • Portal Define Portal group   Configured Record Rules and Access Rights • Share Record Access  Create on-the-fly user from email address  Create on-the-fly group with specific record rules OpenERP 6.1. Offer compléter Nom du fichier – à