User Guide for Odoo Backend Elasticsearch

INTRODUCTION

Faster searches with Odoo Backend Elasticsearch!

Searching can become a monotonous task. But, what if there is a solution to speed it up? Elasticsearch is one such solution for full-text search and analytics engines.

It becomes a tiresome task to search for the item in a long menu list. Elasticsearch helps the user to search their requirements in a fraction of the time.

Make your Odoo backend search more user-friendly with an elastic server – it will be faster, smarter, and more expensive.

Odoo Backend Elasticsearch facilitates the user by providing many-to-one widgets in form view at the Odoo backend. It stores the data for modules like sales, products, customers, etc., that are not transient.

It enables you to swiftly store, analyze, and explore large amounts of data to monitor. Its work mechanism makes it significantly faster and more efficient in searching.

FEATURES

1. Use Elasticsearch to improve search accuracy and speed in Odoo.
2. You can create an index on an elastic server to help backend users.
3. Store data of the select modules and menus like sales orders, products, customers, and other permanent fields.
4. You can map all the data on the elastic server and make it visible in the Odoo backend.
5. Choose the domain to be mapped and indexed in the elastic server.
6. You can select the fields that you want Indexed to Elasticsearch.
7. The load doesn’t slow down the search in your Odoo backend.
8. It shows results instantly according to your search.
9. You can also enable suggestions while typing.
10. Specify the number of suggestions to be displayed for any entered query.
11. Choose whether to show images in suggestions.
12. The module automatically maps the details to the Elasticsearch index after scheduling.

INSTALLATION

1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. 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 the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open the 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 the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Moving on to the configuration of the Odoo Backend Elasticsearch. But before that, explore our Odoo development services & an extensive range of quality Odoo Apps.

CONFIGURATION

1. Navigate to the ‘Elastic Backend Search> Configuration> Connection Settings’ and add a connection.

2. Enter the host IP, timeout time, port, and URL prefix, and enable ‘Is Port Available’ if you have one on your website. Once done, save and click the ‘Test Connection’ button.

3. In the test connection popup, you can view the connection name, cluster name, cluster uuid, version, and tagline.

4. Move to the ‘Configuration> Elastic Settings’ to configure it.

5. Select the ‘Index Update Option’ from the available ones.

Index update option- It will index the changes and updates when cron runs.

Real-Time Operation- The changes or edits will be indexed immediately.

 In the ‘Index Update Scheme,’ select the corresponding cron. Execution time, and check the cron status and next execution date.

6.  Select the ‘Advance Settings’ tab and enable the ‘Allow Core Search’ option, enter the number of results to be shown, and ‘Choose Search Type.’

Simple String Search- This will show results based on the entered keyword.

Query String Search- It allows Elasticsearch to display results based on every typed word.

7. In the ‘View Settings’ tab, configure the thumbnail height and width, allow the scroll bar, and max height of the scroll bar.

CREATING MAPPING

8. Go to the ‘Elastic Backend Search> Elastic Index Mapping’ and select the data you want to be mapped.

9. In the form, enter the model name, select view in, index name, language, and domain (should be similar to field data). In the ‘Field Detail’ tab, enter the model name you want indexed at the Elastic server.

Once done, click the ‘Create Mapping’ button. 

10. Once mapped, it will show the;

Forcibly Update- To update data forcibly.

Create/Update Index- If you want to create a new or update an existing index.

Reset- It will reset the index to default. 

11. The field name and domain should be the same; otherwise, it will show an error while indexing.

12. Now, the user can choose their products in a fraction of the time with the product image, which reduces the chances of mistakes in picking the right product.

NEED HELP?

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 mail.

Thanks for paying attention!!