Ozma — open-source CRM/ERP platform

Ozma is an open-source CRM/ERP platform that allows for the rapid development of customizable enterprise systems. Build and tailor CRM/ERP solutions quickly and efficiently to meet your business needs.

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Features

• Low-Code Development: Accelerate your system development.
• Fully Customizable: Adaptable to any business process.
• Developer-Friendly: No expensive training required.

Table of Contents

• Introduction
• Features
• Prerequisites
• Setup Options
  • Running in Development Environment
  • Running in Production Environment
• Accessing the Application
• Logging In
  • Ozma Admin User
  • Keycloak Admin User
• Managing Users
  • Keycloak Integration
• Updating the Application
• Stopping the Application
• FAQs
• Contributing
• License

Prerequisites

Before you begin, ensure you have the following:

• Operating System: Ubuntu or any Linux distribution
• Root Access: Administrative privileges on your server
• Docker Engine: Installed Docker CE (Community Edition)
• Git: Installed Git for cloning the repository
• Domain Name (Optional): A registered domain (e.g., your-address.com) pointing to your server's IP address.

Installing Docker and Git

Install Git:

sudo apt update
sudo apt install git

Install Docker:

• Follow the official Docker installation guide for Ubuntu: Install Docker Engine on Ubuntu

Setup Options

You can set up Ozma in either a development environment or a production environment, depending on your needs.

Running in Development Environment

Follow these steps to set up Ozma locally in a development environment.

1. Cloning the Repository

If you haven't already cloned the repository, do so now:

git clone https://github.com/ozma-io/ozma.git
cd ozma

2. Setting Up Environment Variables

Copy the example environment file for development:

cp env.dev.example .env

3. Starting the Development Server

Start the development server using Docker Compose:

docker compose up

This will start the development environment with all the required services.

4. Accessing the Development Server

Once the server is running, you can access the application and administrative interfaces:

• Ozma Application: http://localhost:9080/
• Keycloak Admin Interface: http://localhost:9080/auth/
• Report Generator Admin Interface: http://localhost:9080/report-generator/admin/ozma/

Note

The development server runs on http://localhost:9080. Ensure that port 9080 is open and not used by other applications on your local machine.

5. Default Credentials

Use the following default credentials to log in:

Ozma Admin User

• Username: admin@example.com
• Password: admin (You will be prompted to change your password upon first login)

Keycloak Admin User

• Username: admin
• Password: admin

Running in Production Environment

Follow these steps to install Ozma in a production environment.

1. Setting Up the Server

Set up a machine with Linux (Ubuntu is recommended). You can use any cloud provider such as AWS, Google Cloud, Yandex.Cloud etc.

2. Domain Configuration (Optional)

• Register a domain name or use an existing one (e.g., your-domain.com).
• Create an A record in your DNS settings pointing your-domain.com to your server's IP address.
• If using a subdomain, ensure it also points to your server.

3. Installing Necessary Software

Update your package lists:

sudo apt update

Install Git and other dependencies:

sudo apt install git ca-certificates curl

Install Docker (if you haven't already done it):

sudo install -m 0755 -d /etc/apt/keyrings
sudo curl -fsSL https://download.docker.com/linux/ubuntu/gpg -o /etc/apt/keyrings/docker.asc
sudo chmod a+r /etc/apt/keyrings/docker.asc
echo \
"deb [arch=$(dpkg --print-architecture) signed-by=/etc/apt/keyrings/docker.asc] https://download.docker.com/linux/ubuntu \
$(. /etc/os-release && echo "$VERSION_CODENAME") stable" | \
sudo tee /etc/apt/sources.list.d/docker.list > /dev/null
sudo apt update
sudo apt install docker-ce

4. Cloning the Repository

Clone the Ozma repository:

git clone https://github.com/ozma-io/ozma.git
cd ozma

5. Setting Up Environment Variables

Copy the example environment file for production:

cp env.production.example .env

Edit the .env file:

nano .env

In the .env file, you need to:

• Set Keycloak Admin Password: Assign a strong password to KEYCLOAK_ADMIN_PASSWORD.
• Update Domain/IP Address: Replace example.com with your domain or server IP in CADDY_ADDRESS and EXTERNAL_ORIGIN.
• Define Admin Email: Set ADMIN_EMAIL to your administrator's email address.

Note

Ensure that the EXTERNAL_ORIGIN matches the address you will use to access the application. This setting is applied only during the initial setup. If you change it later, you will need to recreate the containers (see below).

6. Running the Application

Start the application in production mode:

docker compose up -d

Wait for Docker to pull images and start the containers. This may take some time.

7. Accessing the Application

Once the containers are up and running, you can access the application at your domain:

• Ozma Application: https://your-address.com/ (or http://your-address.com/ if SSL is configured)
• Keycloak Admin Interface: https://your-address.com/auth/ (or https://your-address.com/auth/ if SSL is not configured)
• Report Generator Admin Interface: https://your-address.com/report-generator/admin/ozma/ (or https://your-address.com/report-generator/admin/ozma/ if SSL is not configured)

Note

Replace your-address.com with your actual domain name or IP address.

If you wish to secure your application with HTTPS without a registered domain, you can use a self-signed certificate or services like Let's Encrypt, although the latter typically requires domain verification.

Accessing the Application

After setting up either the development or production environment, you can access the application using the URLs provided.

Important

Some URLs require a trailing slash (/) at the end. Always use the URLs as specified to avoid any issues.

Logging In

Ozma Admin User

• Username:
  • For production: The ADMIN_EMAIL you set in your .env file.
  • For development: admin@example.com
• Password: admin (You will be prompted to change your password upon first login)

Keycloak Admin User

• Username: admin
• Password:
  • For production: The password you set in KEYCLOAK_ADMIN_PASSWORD in your .env file.
  • For development: admin

Managing Users

Keycloak Integration

Ozma uses Keycloak for user authentication and management. To manage users:

1. Access the Keycloak Admin Interface at https://your-address.com/auth/
2. Log in with:

• Username: admin
• Password: The password you set in KEYCLOAK_ADMIN_PASSWORD in your .env file

Google Integration in Keycloak

You can configure Google integration in Keycloak to allow users to log in with their Google accounts:

• Follow this guide: Signing in with Google with Keycloak

Note

After setting up Google integration, users can log in with their Google accounts. Ensure that their emails are added to the public.users table in the database to grant them access to the system.

Updating the Application

To update the application to the latest version:

Pull the latest changes from the repository:

git pull

Rebuild and restart the containers:

docker compose up --build --pull always --remove-orphans -d

Warning

Be cautious when pulling the latest changes. Major updates might include breaking changes such as database upgrades. Always back up your data before updating.

Stopping the Application

To stop the application:

docker compose down

If you want to remove all data and volumes (this will delete your databases and any stored data), run:

docker compose down -v

Warning

Removing volumes will delete your databases and any persistent data.

FAQs

Q1: I can't access the Keycloak admin interface.

A: Ensure you are accessing the correct URL with a trailing slash: https://your-address.com/auth/

Q2: I'm getting an error about a missing user view user.main.

A: This indicates that the database is empty. You may need to import your database dump or check that the migrations have run correctly.

Q3: How do I import a database dump into Ozma?

A: To import a database dump (for testing or restoring data), please follow our detailed Database Import Guide. This guide provides step-by-step instructions to ensure a smooth and successful import process.

Q4: How do I configure Google authentication in Keycloak?

A: Follow the guide here: Signing in with Google with Keycloak

Q5: I updated the repository and now the application is not working.

A: Ensure you have rebuilt the Docker images and restarted the containers using:

docker compose up --build --pull always --remove-orphans -d

Check for any breaking changes in the update notes or contact the maintainers for support.

Q6: How do I completely remove the application and all its data?

A: Run the following command to stop the containers and remove all associated volumes:

docker compose down -v

Q7: How can I contribute to the project?

A: Please refer to the Contributing section below.

Contributing

We welcome contributions from the community. Please follow these steps:

1. Fork the repository.
2. Create a new branch with a descriptive name.
3. Make your changes and commit them with clear messages.
4. Submit a pull request to the main branch.

License

This project is licensed under the Apache License 2.0. You may obtain a copy of the License at LICENSE.