Merge pull request #42 from jwrober/explore-setup

2018.01.29 Updates

i-u-b/install.md

@@ -45,16 +45,17 @@ It is also a good administrative task to ensure that the `/etc/resolv.conf` file
 ERPNext can be installed on the following OS's:
 
 * Debian 7 "Wheezy"
-* Debian 8 "Jessie" -- Debian 9 "Stretch" is not supported by the easy install script at this time. Debian 8 is a *very* stable operating system and is the **recommended choice**.
+* Debian 8 "Jessie"
+* Debian 9 "Stretch" -- Debian is a *very* stable operating system and is the **recommended choice**, especially for production environments.
 * Ubuntu Server 14.04.x LTS "Trusty Tahr"
 * Ubuntu Server 16.04.x LTS "Xenial Xerus" -- Ubuntu 17.x (short term support) is not supported by the easy install script.
-* CentOS 7 -- This is also a very stable operating system. If you prefer a RHEL variant this is the choice for you.
+* CentOS 7 -- This is also a very stable operating system. If you prefer a RHEL variant for your production environment, this is the choice for you.
 * MacOS 10.9 "Mavericks"
 * MacOS 10.10 "Yosemite"
 * MacOS 10.11 "El Capitan"
 * MacOS 10.12 "Sierra"
 
-For production and stage environments, the admin guide recommends Debian 8 because "it just works". For development environments where a nice user interface on the "server" is wanted then the admin guide recommends Ubuntu 16.04 "Desktop" edition or MacOS 10. Windows is another option for a development environment, however you cannot run the code on Windows so it makes development **a lot** harder.
+For production and stage environments, the admin guide recommends Debian 9 because "it just works". For development environments where a nice user interface on the "server" is wanted then the admin guide recommends Ubuntu 16.04 "Desktop" edition or MacOS 10. Windows is another option for a development environment, however you cannot run the code on Windows so it makes development **a lot** harder.
 
 **NOTE:** The admin guide recommends that all installation work is done with a `sudo` privileged user. During installation, we will create the required user to run ERPNext. The ERPNext user will have elevated privileges during installation and those rights will be removed at the end.
 
@@ -83,7 +84,7 @@ For Red Hat based distributions (CentOS) start by installing a collection of mis
     sudo yum update -y
     sudo yum install -y curl wget net-tools postfix vim
 
-The install script installs NodeJS 6.x, which works for all operating systems except Debian 7 "Wheezy".  We want the latest stable 8.x. For all supported operating systems, install `NodeJS` from their respective repositories. Debian 7 "Wheezy" users will skip this and install NodeJS 6.x from the easy install script later.
+The install script installs NodeJS 6.x. We want the latest stable 8.x, which works for all operating systems except Debian 7 "Wheezy". For all supported operating systems, install `NodeJS` from their respective repositories. Debian 7 "Wheezy" users will skip this and install NodeJS 6.x from the easy install script later.
 
     # Debian/Ubuntu based - Get NodeJS from its own repository
     curl -sL https://deb.nodesource.com/setup_8.x | sudo -E bash -
@@ -145,7 +146,7 @@ Sometimes `install.py` leaves some files in the `bench` we created that we want
 
 If you want to setup the environment to development mode, follow these instructions <https://frappe.io/docs/user/en/guides/app-development/how-enable-developer-mode-in-frappe>.
 
-Now remove `sudoer` rights form the `erpnext` user for Debain/Ubuntu only. Due to the `/home/root` installation issue on RHEL/CentOS for `bench`, the erpnext user has to stay a `sudoer`.
+Now remove `sudoer` rights form the `erpnext` user.
 
     sudo usermod -G "" erpnext
 
@@ -156,7 +157,7 @@ Lastly we need to check on a few things to ensure they are running and installed
     sudo redis-server -v        # Should be >= 3.2.x
 
     # Confirm NodeJS and npm
-    sudo node -v                # Should be >= 8.9.x
+    sudo node -v                # Should be >= 8.9.x for all except Debian 7
     sudo npm -v                 # Should be >= 5.6.x
 
     # Confirm mysql/mariadb is running on port 3306

setup/domains.md

@@ -2,14 +2,232 @@ Home: [Table of Contents](../ "Table of Contents") | Previous: [4.1 Setup](setup
 
 ## 4.2 Domains
 
-
-As of version 9.2.x of ERPNext, these are the available domains:
+As of version 10.x of ERPNext, these are the available domains:
+* Agriculture (beta)
 * Distribution
+* Education
+* Healthcare (beta)
 * Manufacturing
+* Non Profit (beta)
 * Retail
 * Services
-* Education (beta)
-* Healthcare (beta)
-<br /><br />
+
+### 4.2.1 Agriculture
+
+The agriculture domain is used for businesses that operate as agricultural companies such as farms, ranches, etc. This is a very new domain to the ERPNext platform and has not been documented very well to date.
+
+Please see ERPNext documentation on this domain: <https://erpnext.org/docs/user/manual/en/agriculture>
+
+The setup wizard will add the following desktop icons:
+* Agriculture Task
+* Crop
+* Crop Cycle
+* Fertilizer
+* Item
+* Land Unit
+* Disease
+* Plant Analysis
+* Soil Analysis
+* Soil Texture
+* Task
+* Water Analysis
+* Weather
+
+The setup wizard will add the following user roles:
+* Agriculture Manager
+* Agriculture User
+
+The setup wizard will enable the following modules:
+* Agriculture
+
+### 4.2.2 Distribution Domain
+
+The distribution domain is for companies and move product in some manner. This can be a retail establishment, but there is a dedicated domain for that. Distribution companies are often operate in a wholesale environment and don't need point of sale (POS) type functionality, but do need to maintain stock and track sales and customers.
+
+The setup wizard will add the following desktop icons:
+* Item
+* Customer
+* Supplier
+* Lead
+* Sales Order
+* Purchase Order
+* Task
+* Sales Invoice
+* CRM
+* ToDo
+
+The setup wizard will add the following user roles:
+* None other than the standard out of box ones
+
+The setup wizard will enable the following modules:
+* None other than the standard out of box ones
+
+### 4.2.3 Education Domain
+
+The education domain is for organizations that operate some kind of school or need to track students and other things for "classes". This domain was recently renamed from Schools to Education.
+
+Please see ERPNext documentation on this domain: <https://erpnext.org/docs/user/manual/en/education>
+
+The setup wizard will add the following desktop icons:
+* Student
+* Program
+* Course
+* Student Group
+* Instructor
+* Fees
+* Task
+* ToDo
+* Education
+* Student Attendance Tool
+* Student Applicant
+
+The setup wizard will add the following user roles:
+* Student
+* Instructor
+* Academics User
+* Education Manager
+
+The setup wizard will enable the following modules:
+* Education
+
+### 4.2.4 Healthcare Domain
+
+The healthcare domain is for companies that run clinics or other healthcare facilities that need a electronic medical record (EMR) system. This is a very new domain to the ERPNext platform and has not been documented very well to date.
+
+Please see ERPNext documentation on this domain: <https://erpnext.org/docs/user/manual/en/healthcare>
+
+The setup wizard will add the following desktop icons:
+* Patient
+* Patient Appointment
+* Consultation
+* Lab Test
+* Healthcare
+* Accounts
+* Buying
+* Stock
+* HR
+* ToDo
+
+The setup wizard will add the following user roles:
+* Healthcare Administrator
+* LabTest Approver
+* Laboratory User
+* Nursing User
+* Physician
+* Patient
+
+The setup wizard will enable the following modules:
+* None other than the standard out of box ones
+
+The setup wizard does customize the Sales Invoice DocType with a link to the Patient Appointment DocType to track the billing to the appointment for a patient.
+
+### 4.2.5 Manufacturing Domain
+
+The manufacturing domain is for companies that "make" things. There is a huge list of potential manufacturing companies out there, so the Admin guide is not going to attempt to give an exhaustive list. As as administrator for your organization or client, you will know if you need the manufacturing domain.
+
+Please see ERPNext documentation on this domain: <https://erpnext.org/docs/user/manual/en/manufacturing>
+
+The setup wizard will add the following desktop icons:
+* Item
+* BOM (Bill of Materials)
+* Customer
+* Supplier
+* Sales Order
+* Purchase Order
+* Production Order
+* Task
+* Accounts
+* HR
+* ToDo
+
+The setup wizard will add the following user roles:
+* None other than the standard out of the box ones
+
+The setup wizard will enable the following modules:
+* None other than the standard out of the box ones
+
+The setup wizard does customize the Item DocType with a field named "manufacturing" that is collapsible and depends on the value for the "is_stock_item" field. In the manufacturing domain, maintaining the supply chain is one of the most important aspects of the business. Understanding the difference between what is "in stock" and available for shipping or fulfillment and what is and assembly component are very  important. This field helps with that differentiation.
+
+The setup wizard also adjusts the default [stock settings](../explore/setup/stock/stock-settings "Stock Settings") so that "show barcode" is always shown on Items in the database.
+
+Lastly, the setup wizard sets the default portal role to "Customer".
+
+### 4.2.6 Non-Profit Domain
+
+The non-profit domain is for organizations that operate as a special jurisdiction specific non-profit (non-taxable) entity. These are very special organizations that have much different needs that typical for-profit companies. The biggest difference is the need to track members, donors, volunteers, grants and other accounting specifics.
+
+Please see ERPNext documentation on this domain: <https://erpnext.org/docs/user/manual/en/non_profit>
+
+The setup wizard will add the following desktop icons:
+* Non Profit
+* Member
+* Donor
+* Volunteer
+* Grant Application
+* Accounts
+* Buying
+* HR
+* ToDO
+
+The setup wizard will add the following user roles:
+* Non Profit Manager
+* Non Profit Member
+* Non Profit Portal User
+
+The setup wizard will enable the following modules:
+* Non Profit
+
+The setup wizard sets the default portal role to "Non Profit Manager".
+
+### 4.2.7 Retail Domain
+
+The retail domain is for companies that sell things at "retail". This is different than organizations the operate in the manufacturing or distribution domains. These companies operate in the "pre-retail" phase of production. Non-Profit organization quite often sell items "at retail" as part of their operations.
+
+The setup wizard will add the following desktop icons:
+* POS (Point of Sale)
+* Item
+* Customer
+* Sales Invoice
+* Purchase Order
+* Accounts
+* Task
+* ToDo
+
+The setup wizard will add the following user roles:
+* None other than the standard out of the box ones
+
+The setup wizard will enable the following modules:
+* None other than the standard out of the box ones
+
+The setup wizard adjusts the default [stock settings](../explore/setup/stock/stock-settings "Stock Settings") so that "show barcode" is always shown on Items in the database.
+
+The setup wizard sets the default portal role to "Customer".
+
+### 4.2.8 Service Domain
+
+The services domain is for organizations that conduct professional services (i.e. Lawyers, Consultants). A lot of organizations, especially retail companies also have a services arm. This domain is often combined with retail, but not always.
+
+The setup wizard will add the following desktop icons:
+* Project
+* Timesheet
+* Customer
+* Sales Order
+* Sales Invoice
+* CRM (Customer Relationship Management)
+* Task
+* Expense Claim
+* Employee
+* HR
+* ToDo
+
+The setup wizard will add the following user roles:
+* None other than the standard out of the box ones
+
+The setup wizard will enable the following modules:
+* None other than the standard out of the box ones
+
+The setup wizard adjusts the default [stock settings](../explore/setup/stock/stock-settings "Stock Settings") so that "show barcode" is not always shown on Items in the database.
+
+The setup wizard sets the default portal role to "Customer".<br /><br />
 
 Home: [Table of Contents](../ "Table of Contents") | Previous: [4.1 Setup](setup "Setup Wizard") | Next: [5 Explore > Setup](../explore-setup/setup "Explore > Setup")