User Guide for Odoo Backend ElasticSearch

Odoo Backend ElasticSearch module improves backend search using ElasticSearch integration. It delivers faster, more accurate results in Odoo.

It allows indexing of records with support for relational field mapping. This helps structure data efficiently for better search output.

The module includes user-based access control and dynamic domain filtering. It also maintains real-time synchronization between Odoo and ElasticSearch.

Odoo Backend ElasticSearch works in conjunction with the following module:

Webkul Message Wizard

You must install the above-mentioned module to use the Module name. 

1. Fast and optimized backend search using ElasticSearch integration
   
2. Support for relational fields in index mapping configuration
   
3. Improved index mapping list view for better usability
   
4. Odoo Backend ElasticSearch provide user access control with Manager and User roles
   
5. Dynamic domain filtering for controlled search results
   
6. Conditional domain execution based on assigned user groups
   
7. Real-time synchronization between Odoo and ElasticSearch index

1. Once you purchase the App from Webkul store, you will receive a link to download module’s zip file.
2. Extract the file on your system after download finishes. As a result, you will be able to see a folder named- ‘wk_backend_elasticsearch’
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open Odoo app and click on the Settings menu. Here, click on Activate Developer Mode.
5. Then, open Apps menu and click on ‘Update Modules List.’
6. In the search bar, remove all the filters and search ‘wk_backend_elasticsearch’
7. You will be able to see module in the search results. Click on ‘Activate’ to install it.

Navigate to Elastic Backend Search from the top-left menu. Go to Configuration > Connection Settings to configure the ElasticSearch server connection.

Open Configuration > ElasticSearch Settings from the same menu. Select indexing mode such as cron-based or real-time and adjust other search configurations.

Inside ElasticSearch Settings, configure the display options. Set thumbnail dimensions and scrollbar size for better result visualization.

Go to Elastic Backend Search > ElasticSearch Index Mapping. Click on New to create a fresh index mapping configuration.

After clicking New, define field details and mapping structure. Configure fields, including relational fields, for accurate indexing.

In the Filter Details section, define the domain, the dynamic domain, and assign groups. These control how search results are filtered for users.

Access the search view to see indexed data in action. Users can search records like products or contacts with applied filters and mappings.

Go to Settings > Users & Companies > Groups to manage access rights. Assign Manager or User roles to control search visibility and permissions.

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the same, please raise a ticket at the UV Desk.

For any doubt, contact us at our support@webkul.com.

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