{"id":194436,"date":"2019-08-28T09:31:09","date_gmt":"2019-08-28T09:31:09","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=194436"},"modified":"2024-08-23T11:00:28","modified_gmt":"2024-08-23T11:00:28","slug":"odoo-saas-kit-technical-faqs","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-saas-kit-technical-faqs\/","title":{"rendered":"Odoo SAAS Kit Technical FAQs"},"content":{"rendered":"\n
Also Read Odoo Saas Kit User Manual<\/a> to know how to set up the module.<\/pre>\n\n\n\n
\n
\n
INTRODUCTION<\/span><\/h3><\/div>
\n
The following technical document acts as a supplement technical doc for the Odoo SaaS Kit User Guide. However, presents answers to general and specific client queries on the usage of the Odoo SaaS Kit module.<\/p>\n\n\n\n
Furthermore, to Set Up the module, please read Odoo SaaS Kit User Guide<\/a><\/p>\n\n\n\n
Questions Addressed:<\/p>\n\n\n\n
1.) How to add custom modules<\/strong>.
a.) To all existing customers\u2019 instances at once using Common Addon Path.
b.) For a Specific Customer using a Specific Addon Path.<\/p>\n\n\n\n
2.) How to provide different access levels to clients on their Instances.<\/strong>
a.) Admin Access to clients
b.) User Access to clients<\/p>\n\n\n\n
3.) How to install a Python library in a client DB.<\/strong>
a.) For all clients in a Plan using Common Path
b.) For a specific client using Client Specific Path<\/p>\n\n\n\n
4.) How to Add Custom Domain in a Saas Contract<\/strong><\/p>\n\n\n\n
a.) Add same_base_url domains
b.) Add custom domains<\/p>\n\n\n\n
5.) Managing Saas Contract life cycle<\/strong><\/p>\n\n\n\n
a.) Enable renew mails for Expired Saas Contract
b.) Set Automated action for expired Saas Contract<\/p>\n\n\n\n
If you have any other query that is not answered in this guide please contact Our Support Team<\/a>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n
PROVIDING CUSTOM MODULES TO THE CUSTOMERS<\/span><\/h3><\/div>
\n
Here, all other modules apart from Odoo\u2019s default modules are Custom modules.<\/p>\n\n\n\n
There are two methods to install custom modules in the customer\u2019s SaaS instance as mentioned below:<\/p>\n\n\n\n
a.) Using Specific Addon Path<\/h4>\n\n\n\n
Use this method to install a custom module into the Odoo SaaS instance of any particular client.<\/p>\n\n\n\n
i.) Navigate through SaaS Kit >> SaaS >> Saas Clients. Then, Open the client details.<\/p>\n\n\n\n
\"a1\"<\/figure>\n\n\n\n
ii.) Here, You will see the field- \u2018Extra Addon path\u2019. For example: – \/opt\/odoo12\/Odoo-SAAS-Data\/\/MOHITTEST1.demo.com\/data-dir\/addons\/12.0<\/p>\n\n\n\n
\"A2\"<\/figure>\n\n\n\n
iii.) Then, Paste the module inside this path folder.<\/p>\n\n\n\n
iv.) Once done, log in to your client\u2019s instance using the button.<\/p>\n\n\n\n
\"a3\"<\/figure>\n\n\n\n
v.) Now, Run the Developer mode in the client\u2019s instance.<\/p>\n\n\n\n
vi.) Then, Go to Apps and click on \u2018Update Apps List\u2019 to install the module in the client\u2019s instance.<\/p>\n\n\n\n
\"A4\"<\/figure>\n\n\n\n
b.) Using Common Addon Path<\/h4>\n\n\n\n
Use this method to add a custom module to all the customers at once.<\/p>\n\n\n\n
This method also adds the module to every existing SaaS DB_template on your server.<\/p>\n\n\n\n
Also, it will be included in any new DB template that you create.<\/p>\n\n\n\n
i.) Copy the file for the module(s) and paste it under the following path folder : \/opt\/odoo12\/common_addon\/<\/p>\n\n\n\n
ii.) This step will add the module to every DB_template on your server. Therefore, it will be automatically added to any new templates and any new clients you create on your server.<\/p>\n\n\n\n
iii.) However, To install the module on the SaaS instance of existing customers, you need to install it separately for each customer. <\/p>\n\n\n\n
iv.) Open the client form and login to the client\u2019s database.<\/p>\n\n\n\n
v.) Run the developer mode, go to apps, and then click on \u2018Update Apps List\u2019 to install the module.<\/p>\n<\/div>\n\n\n\n
TYPES OF ACCESS LEVELS TO THE CLIENTS<\/span><\/h3><\/div>
\n
You can choose to provide admin access or User Access to your SaaS customers on their SaaS instances.<\/p>\n\n\n\n
Admin access would entitle the customer to full access to all the Odoo backend features such as settings, apps, etc.<\/p>\n\n\n\n
In User access, you can choose to restrict the customer to only accessing the defined settings and menu.<\/p>\n\n\n\n
a.) Give Admin Access to the client on his SaaS Instance<\/h4>\n\n\n\n
i.) Open any SaaS plan.<\/p>\n\n\n\n
ii.) If the field- \u2018Use Specific User Template\u2019 is unticked, then the customers will be provided with admin access to their instance when they buy the plan.<\/p>\n\n\n\n
\"b1\"<\/figure>\n\n\n\n
b.) Give restricted access<\/h4>\n\n\n\n
In order to designate the clients’ access to ‘User’ in Odoo, you can follow these steps: <\/p>\n\n\n\n
i.) Open the SaaS plan and then login into the DB template.<\/p>\n\n\n\n
\"b2\"<\/figure>\n\n\n\n
ii.) Now, go to settings >> users & companies >> users.<\/p>\n\n\n\n
\"b3\"<\/figure>\n\n\n\n
iii.) Create a new user and accordingly choose what type of privileges you wish to grant this user. And then save the user.<\/p>\n\n\n\n
iv.) After that, carefully copy the ID of the user from the URL.<\/p>\n\n\n\n
\"b4\"<\/figure>\n\n\n\n
v.) In the next step, go back to the plan and tick the checkbox next to the field – \u2018Use Specific User Template\u2019.<\/p>\n\n\n\n
vi.) Then, Paste the ID of the user in the field- \u2018Database template User ID\u2019. click save.<\/p>\n\n\n\n
\"b5\"<\/figure>\n\n\n\n
vii.) As a result, all the clients who buy this plan can access only those settings that you have allowed.<\/p>\n<\/div>\n\n\n\n
INSTALLING CUSTOM PYTHON LIBRARY<\/span><\/h3><\/div>
\n
In order to install an external Python library, already not included with Odoo, first you need to create a file requirements.txt including the list of libraries you wish to install in the instance(s).<\/p>\n\n\n\n
Then you need to place the file in the appropriate path based on the SaaS instances where you wish to install the libraries.<\/p>\n\n\n\n
There are two possible scenarios:<\/p>\n\n\n\n
a.) Common path<\/h4>\n\n\n\n
Placing the \u2018requirements.txt\u2019 file in the Common Addons Path will install the Python libraries in all the DB Templates in your SaaS server and in the SAAS instances of all the respective clients.<\/p>\n\n\n\n
i.) List all the Python libraries in the requirements.txt file and then place the file in the common add-ons path.
For example: \/opt\/odoo12\/common_addon\/<\/p>\n\n\n\n
ii.) Once this is done just restart both, the SAAS instances of all the clients and all the DB Templates to install the libraries. This can be done after clicking the Restart button in the Plan and in the clients\u2019 records.<\/p>\n\n\n\n
b.) Client Specific Path<\/h4>\n\n\n\n
Placing the requirements.txt file in the Client Specific Path will install the Python libraries only to the Odoo SAAS instance of that particular client. <\/p>\n\n\n\n
i.) You need to Navigate through SaaS Kit >> SaaS >> Saas Clients and then open the client details.<\/p>\n\n\n\n
ii.) Then, You will see the field- \u2018Extra Addon path\u2019.
For example:- \/opt\/odoo12\/Odoo-SAAS-Data\/\/MOHITTEST1.demo.com\/data-dir\/addons\/12.0<\/p>\n\n\n\n
\"A2-1\"<\/figure>\n\n\n\n
iii.) Now, Place the file inside this directory and then restart the particular client instance through the Restart Button. Therefore, this will install the library in that particular client\u2019s instance.<\/p>\n\n\n\n
\"c2\"<\/figure>\n\n\n\n
\n
\n
MAPPING CUSTOM DOMAIN WITH THE SAAS KIT<\/span><\/strong><\/h3>\n\n\n\n
To map your custom domain with your SAAS contract, make sure your custom domain is mapped with the main SAAS server IP(or should be mapped with the SAAS instance server IP).<\/p>\n\n\n\n
Click on the \u201cAdd Domain\u201d button on the Saas Contract Page, and then a wizard will open to add a subdomain for the Saas Client container.<\/p>\n\n\n\n
For a comprehensive guide on how to optimize your SAAS setup and explore features, visit our\u00a0Odoo SAAS Development<\/a>\u00a0page.\u00a0<\/p>\n\n\n\n
\"1-13\"<\/figure>\n\n\n\n
a.) Add domain with same base URL<\/strong><\/p>\n\n\n\n
i.) First, you need to enter the Domain name with the same base URL (selected SAAS server domain)<\/p>\n\n\n\n
\"2-13\"<\/figure>\n\n\n\n
ii.) Afterwards, this additional domain will point to the container correctly with SSL.<\/p>\n\n\n\n
b.) Add Custom Domain<\/strong><\/p>\n\n\n\n
i.) Here, Enable a check-box(Boolean field) \u201cUse Custom Domain\u201d to map your custom domain with the SAAS contract.<\/p>\n\n\n\n
\"3-9\"<\/figure>\n\n\n\n
ii.) The respective DNS entry must be done before mapping the custom domain. In the case of custom domain mapping, the custom domain must be mapped with the main SAAS server IP(or should be mapped with the SAAS instance server IP).<\/p>\n\n\n\n
iii.) Then, enter the Domain name with the Custom domain.<\/p>\n\n\n\n
\"4-8\"<\/figure>\n\n\n\n
iv.) As a result, this additional domain points to the container correctly with SSL. <\/p>\n\n\n\n
Manage Saas Contracts with Expiry Warning<\/span><\/strong><\/h3>\n\n\n\n
With the help of this feature, the \u201cSaaS Admin\u201d can schedule the Expiry Warning mail for the expired \u201cSaaS Contract\u201d.<\/p>\n\n\n\n
You can find the \u201cOdoo Saas KIT\u201d menu in settings where you can enable\/disable \u2018Automated actions for Expired SaaS Contracts\u2019.<\/p>\n\n\n\n
Navigate through Settings>>Odoo Saas KIT<\/strong><\/p>\n\n\n\n
\"image\"<\/figure>\n\n\n\n
a.) Configuration of automated actions<\/strong><\/p>\n\n\n\n
After enabling the checkbox \u201cSet automated actions for Expired SaaS contracts\u201d you need to enable the checkbox \u201cFor Paid Contract\u201d in order to manage actions for your Paid SAAS contracts.<\/p>\n\n\n\n
\"image-1\"<\/figure>\n\n\n\n
You need to set the “Renew Reminders ends after” i.e. the number of days for which Renew Reminder emails would be sent to the expired Paid SaaS Contracts partners and then set the number of emails you wish to send within this period in \u201cNo of renew mails\u201d as per requirement.<\/p>\n\n\n\n
For example – <\/strong>If a paid contract is expiring on 1st day of the Month and we have assigned 10 days to Renew Reminder days that means for the next 10 days after the contract expiry.<\/p>\n\n\n\n
The renewal emails will be sent to the paid SAAS clients till 11th Day of the month and 3 to Number of mails then the total of 3 renew reminder mail will be sent till 11th Day of Month.<\/p>\n\n\n\n
\"image-2\"<\/figure>\n\n\n\n
b.) Manage Automated actions for Saas Client Containers<\/strong><\/p>\n\n\n\n
Using this feature \u201cSaas Admin\u201d can automatically stop the Saas Client containers<\/strong> for expired Saas Contract.<\/strong><\/p>\n\n\n\n
Furthermore, A checkbox is there \u201cAutomatic Disable expired Saas Client Instances\u201d<\/strong> to activate the automatic stop feature for the expired Saas Clients.<\/strong><\/p>\n\n\n\n
Navigate through Settings>>Odoo Saas KIT >>and then Enable th<\/strong>e \u201cSet automated actions for Expired SaaS Contracts\u201d Check-box>>Enable the \u201cFor Paid Contract\u201d checkbox.<\/strong><\/p>\n\n\n\n
\"image-3\"<\/figure>\n\n\n\n
After enabling the checkbox \u201cAutomatic Disable expired Saas Client Instances\u201d the expired Saas Client container will automatically get stopped after the last renewal mail.<\/p>\n\n\n\n
If the \u201cAutomatic Disable expired Saas Client Instances\u201d is checked, then you get another checkbox \u201cDelete Client Instances\u201d, you need to configure \u201cBuffer period\u201d to delete the expired Saas contracts.<\/p>\n\n\n\n
Using this check box you can configure the Auto delete of the Saas client after a \u201cBuffer period\u201d.<\/p>\n\n\n\n
Note:<\/strong> Buffer Period is the number of days after which Client Container and Database would be dropped and cannot be recovered, hence, it must be set with Caution.<\/p>\n\n\n\n
\"image-4\"<\/figure>\n\n\n\n
For example –<\/strong> If a paid contract is expiring on the 1st day of the Month and we have assigned 5 days to Renew Reminder days and 5 days to buffer period then the client will be in an \u2018inactive\u2019 state on the 11th day of the month and the container and Db will be dropped automatically.<\/p>\n\n\n\n
Note \u2013 <\/strong>The same actions we can perform for the Trial SAAS contracts.<\/p>\n\n\n\n
Need Support?<\/h2>\n\n\n\n
Thank You for reading this Blog!<\/p>\n\n\n\n
For further more interesting blogs, keep in touch with us. However, if you need any kind of support, simply raise a ticket at https:\/\/webkul.uvdesk.com\/en\/<\/a>.<\/strong> <\/p>\n\n\n\n
For further help or queries, please contact<\/a> us or raise a ticket<\/a>.<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
Also Read Odoo Saas Kit User Manual to know how to set up the module.<\/p>\n","protected":false},"author":184,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267,8916,9658,8913],"class_list":["post-194436","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo","tag-odoo-saas","tag-odoo-saas-kit","tag-odoo-saas-tools"],"yoast_head":"\nOdoo SAAS Kit Technical FAQs | Technical Doc Odoo SaaS Kit<\/title>\n<meta name=\"description\" content=\"This guide works as a supplement Technical Doc Odoo SaaS Kit User Guide. The guide is aimed at providing know-how about the module.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/odoo-saas-kit-technical-faqs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Odoo SAAS Kit Technical FAQs | Technical Doc Odoo SaaS Kit\" \/>\n<meta property=\"og:description\" content=\"This guide works as a supplement Technical Doc Odoo SaaS Kit User Guide. 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