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OpenERP-Pentaho Integration

              Presented
                  by


       Jonathan Wilson

        WillowIT Pty Ltd
             Australia
        OpenERP Silver Partner
                &
               CTP
What is Pentaho?
●   Open source business analytics tools for business
    integration and business intelligence
●   Pentaho Reporting Project includes a report designer
    and report server
●   Written in Java
●   Commercial support
●   For this project we were only interested in the
    reporting capabilities of Pentaho
●   Business analytics and BI make Pentaho an ideal tool
    for the delivery of value-added services
Implementation - Designer


               Pentaho report designer



             Data access layer (JDBC etc)

              OpenERP object interface




PostgreSQL
               OpenERP                      Custom
                Objects                     method
Implementation – Run time

                 OpenERP
                    Custom module



              XML-RPC interface (java)

                Pentaho Report server
             Data access layer (JDBC etc)
              OpenERP object interface



PostgreSQL                                  Custom
               OpenERP
                Objects                     method
Report Designer

●   Full featured report designer comparable to
    Jasper Reports iReports

●   Can be used by consultants with little or no
    OpenERP development skills

●   Reports can be run independently of OpenERP
    if required
Report Parameters

●   Reports can be designed with parameters, e.g. select records
    with particular start/end dates, or partner range etc...

●   Reports run via the designer with parameters will prompt the
    user for the parameter values

●   Our custom OpenERP Pentaho module will also prompt the
    user for these paramters within OpenERP using designer
    defaults

●   If no parameters are passed to an object based report then the
    selected object ids are passed
Security
●   Reports using JDBC will have security restrictions of
    selected database user

●   Reports using object interface will respect user access
    rights

●   Reports run via a custom method can use their own
    rules

●   Reports accessed via menus can have group security
    assignments
Demonstration

●   Designer – JDBC, Object and custom method
    access

●   Installing reports in OpenERP

●   Running reports in OpenERP – parameter
    prompting and report output type selection

●   Caveat: we are still in pre-beta mode!
Summary
●   We now have a report writer that is feature rich and well
    recognised
●   Easy to use by professionals and competent end-users
●   Output format can be selected at run-time
●   Report parameters can be defined at design time and prompted
    for at run-time within OpenERP
●   Requires no extra module installation to run reports – reports
    can be handed off to non-programmers and support consultants
●   Excellent tool for value-added services
●   Pentaho offers a full suite of professional tools for analytics and
    BI (Business Intelligence)
Project Stage

●   Pre-beta
●   Pentaho-OpenERP object data access layer will
    be a core part of Pentaho v4.0 due later this year
    (Pieter van der Merwe is a Pentaho contributor)
●   Currently only string, number and date-time type
    fields can be used as filters within OpenERP
●   WillowIT will bundle the bits together with doco
    after Pentaho V4 is released
Acknowledgements

Pentaho – OpenERP data access layer (Java):
Pieter van der Merwe, DeBortoli Wines, Australia

Pentaho XML-RPC layer (Java):
Deepak Seshadri, WillowIT, Australia

OpenERP Pentaho integration module:
Richard deMeester, WillowIT, Australia

NaN.tic Jasper OpenERP integration module
Inspiration:
Me :-((

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OpenERP - Pentaho Integration, WillowIT

  • 1. OpenERP-Pentaho Integration Presented by Jonathan Wilson WillowIT Pty Ltd Australia OpenERP Silver Partner & CTP
  • 2. What is Pentaho? ● Open source business analytics tools for business integration and business intelligence ● Pentaho Reporting Project includes a report designer and report server ● Written in Java ● Commercial support ● For this project we were only interested in the reporting capabilities of Pentaho ● Business analytics and BI make Pentaho an ideal tool for the delivery of value-added services
  • 3. Implementation - Designer Pentaho report designer Data access layer (JDBC etc) OpenERP object interface PostgreSQL OpenERP Custom Objects method
  • 4. Implementation – Run time OpenERP Custom module XML-RPC interface (java) Pentaho Report server Data access layer (JDBC etc) OpenERP object interface PostgreSQL Custom OpenERP Objects method
  • 5. Report Designer ● Full featured report designer comparable to Jasper Reports iReports ● Can be used by consultants with little or no OpenERP development skills ● Reports can be run independently of OpenERP if required
  • 6. Report Parameters ● Reports can be designed with parameters, e.g. select records with particular start/end dates, or partner range etc... ● Reports run via the designer with parameters will prompt the user for the parameter values ● Our custom OpenERP Pentaho module will also prompt the user for these paramters within OpenERP using designer defaults ● If no parameters are passed to an object based report then the selected object ids are passed
  • 7. Security ● Reports using JDBC will have security restrictions of selected database user ● Reports using object interface will respect user access rights ● Reports run via a custom method can use their own rules ● Reports accessed via menus can have group security assignments
  • 8. Demonstration ● Designer – JDBC, Object and custom method access ● Installing reports in OpenERP ● Running reports in OpenERP – parameter prompting and report output type selection ● Caveat: we are still in pre-beta mode!
  • 9. Summary ● We now have a report writer that is feature rich and well recognised ● Easy to use by professionals and competent end-users ● Output format can be selected at run-time ● Report parameters can be defined at design time and prompted for at run-time within OpenERP ● Requires no extra module installation to run reports – reports can be handed off to non-programmers and support consultants ● Excellent tool for value-added services ● Pentaho offers a full suite of professional tools for analytics and BI (Business Intelligence)
  • 10. Project Stage ● Pre-beta ● Pentaho-OpenERP object data access layer will be a core part of Pentaho v4.0 due later this year (Pieter van der Merwe is a Pentaho contributor) ● Currently only string, number and date-time type fields can be used as filters within OpenERP ● WillowIT will bundle the bits together with doco after Pentaho V4 is released
  • 11. Acknowledgements Pentaho – OpenERP data access layer (Java): Pieter van der Merwe, DeBortoli Wines, Australia Pentaho XML-RPC layer (Java): Deepak Seshadri, WillowIT, Australia OpenERP Pentaho integration module: Richard deMeester, WillowIT, Australia NaN.tic Jasper OpenERP integration module Inspiration: Me :-((