Need an updated fresh install checklist

[jmcameron]

Update documents. Add a install checklist for new installations.

• Exchange rates
• Fiscal Year
• New users
• Permissions
• etc?

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The installation process currently configures your enterprise name, the projects, your username + password, and some basic super user permissions. This proposal is to update the installation procedure to allow users to configure their application to a near-functional state from the installation screen. These would be additional, optional steps. They include:

1. Setting the exchange rates for the new currencies
2. Configuring the fiscal year of the enterprise.
3. Importing the chart of accounts.
4. Importing a list of inventory items.
5. Importing a list of stock items.
6. Importing the list of employees.
7. Adding in additional users + permissions.

... if we had all these elements, with templates pre-generated for each "import" step, we could easily set up institutions by filling out Excel forms prior to the configuration, then importing them into BHIMA in a single step.

[jniles]

I'll tackle this.

[jniles]

I wonder if instead of an "new install checklist", we need to just have an installation script that either prompts or generates each of these for a user. @jmcameron what would you think of just building this into our installation process?

[jmcameron]

I wonder if instead of an "new install checklist", we need to just have an installation script that either prompts or generates each of these for a user. @jmcameron what would you think of just building this into our installation process?

I like this. Then we can have one for Ubuntu and one for Debian (and others later if desired).