New Installation
The following describes how to install OpenVPMS from scratch and assumes that you have downloaded it and unpacked its zip file.
If you have not installed the other required software, see Requirements.
The headings below are:
- Directory structure
- MySQL connector
- Database setup
- Document Templates
- Web application installation
- OpenOffice installation
- Testing the installation
- Optional steps
Note that in the following the directory or folder separator character is shown as /, following unix conventions. On Windows, replace / with \. e.g. given:
<OPENVPMS_HOME>/lib
change to:
<OPENVPMS_HOME>\lib
Directory structure
The OpenVPMS installation has a single top-level directory named:
openvpms-release-XXX
where XXX indicates the version.
This will be referred to as <OPENVPMS_HOME> in the remainder of this document. This directory has the following sub-directories:
Name | Contents |
---|---|
bin | a number of tools used to load data into OpenVPMS |
conf | configuration files for the tools in ../bin |
db | MySQL SQL scripts to create the initial database |
import | data to import into OpenVPMS |
lib | jars used by the tools in ../bin |
reports | document templates for reporting |
update | data and scripts to migrate from earlier versions of OpenVPMS |
webapps | the OpenVPMS web applications |
MySQL connector
The MySQL Connector/J JDBC driver needs to be downloaded from:
http://dev.mysql.com/downloads/connector/j/5.1.html
It is typically named mysql-connector-java-5.1.<x>.zip or mysql-connector-java-5.1.<x>.tar.gz where <x> represents the minor version number.
The JDBC driver in the archive is named:
mysql-connector-java-5.1.<x>-bin.jar.
This needs to be copied to:
- the Apache Tomcat library directory: <TOMCAT_HOME>/lib
- the OpenVPMS library directory: <OPENVPMS_HOME>/lib
In the above, <TOMCAT_HOME> refers to the directory where Apache Tomcat is installed. On Windows, this will be something like:
C:\Program Files\Apache Software Foundation\Tomcat 7.0
Database setup
To create the OpenVPMS MySQL database, run the following in a shell prompt
> cd <OPENVPMS_HOME>/db
> mysql -u admin -p < createdb.sql
> mysql -u admin -p openvpms < db.sql
NOTES:
- replace 'admin' with a user that has administrator privileges in MySQL.
- the createdb.sql script creates an 'openvpms' user that only has privileges to connect from localhost. If the MySQL database is a different host to that running Tomcat, change the createdb.sql script to uncomment:
# GRANT ALL PRIVILEGES ON openvpms.* TO 'openvpms'@'%'
# IDENTIFIED BY 'openvpms' WITH GRANT OPTION;
To improve security, the '%' can be limited to the host that Tomcat will connect from.
Next, run the 'dataload' script. This provides two options, 'base' and 'setup'. The former loads a base database setup in preparation for data migration. The latter contains a default setup suitable for a new installation.
e.g:
> cd <OPENVPMS_HOME>/bin
> dataload setup
Document Templates
NOTE: if you are installing the 1.9.3 release, see below.
Document templates used for invoices, payments etc., are located in:
<OPENVPMS_HOME>/reports
These need to be loaded prior to use. This can be done using the 'templateload' script. e.g:
> cd <OPENVPMS_HOME>/bin
> templateload ../reports/templates-X.xml
Where X is:
A4 to load the A4 template set
A5 to load the A5 template set
Letter to load the Letter (ie US) template set
NOTES:
- If a template with the same name has been already loaded, it will be replaced. More precisely, templates with the same ORIGINAL name AND same content name will be replaced. Hence, if you have a template named Invoice, with content invoice-BE.jrxml, this will not be replaced but a new template named Invoice with content Invoice.jrxml will be created. However, a template named Invoice with content Invoice.jrxml which has been renamed to 'My Invoice' will be overwritten with the original name and new content.
- Not all templates are available in all formats, however a complete set is loaded. Thus if you load the A5 set you will find that some templates (specifically the reports) are in A4 format.
- If you plan to use A5 for only a restricted set of documents (eg only invoices and receipts) then you should load the A4 set, and then update the content of those templates that you want to use A5 stationary. See here.
- Three drug label sizes are available, Diskette, Shipping, and Video Top. All the template sets (A4, A5, Letter) load the Diskette sized label. If you need one of the others, then you can load it from <OPENVPMS-HOME>\reports\Patient\Labels\Shipping or ...\Video Top. These folders contain a readme.txt file specifying the label dimensions.
- Not everything is loaded. For example the Samples and the Patient Reminder Post Cards are not.
After installation, templates can be updated using via Administration|Templates.
Templates may be customised if necessary - those that have content with a:
- .doc or .odt extension can be customised in OpenOffice Writer or Microsoft Word
- .jrxml extension can be customised in Jaspersoft Studio
Customising of the .odt template content will be required to:
- change the paper size from A4 to Letter if you loaded the Letter template set
- insert your logo etc
Customising of the .jrxml template content is not generally required - the localisation is done using the Letterhead facility.
See also Introduction|Reporting, Reference|Reports and Forms, and Administration|Templates.
Document and Report Templates - 1.9.3
The templates used for document (ie invoices, payments etc.) and reports, are located in:
<OPENVPMS_HOME>/reports
These need to be loaded prior to use. This can be done using the 'templateload' script. If you invoke this with no arguments you will get the following:
Loads OpenVPMS document and report templates
usage: templateload [type size]|[file]
type - the template type. One of: documents, reports
size - the page size. One of: A4, A5, Letter
file - templates.xml file path
NOTE: existing templates with the same name and content file name will be replaced
E.g.:
templateload documents A4
templateload reports Letter
templateload c:\myreports\my-custom-A4.xml
As indicated the templates are grouped by type and paper size. For new installations, you MUST load both the reports and the documents. However, when upgrading, if you have your own customised version of invoices etc, it may be beneficial to load all the reports but a restricted subset of the documents - see here for more information.
For new installations you need to do:
> cd <OPENVPMS_HOME>/bin
> templateload reports RS
> templateload documents DS
Where RS is the paper size for the reports and must be either A4 or Letter (ie US)
and DS is the paper size for the documents and must be one or A4, A5 or Letter
NOTES:
- If a template with the same name has been already loaded, it will be replaced. More precisely, templates with the same ORIGINAL name AND same content name will be replaced. Hence, if you have a template named Invoice, with content invoice-BE.jrxml, this will not be replaced but a new template named Invoice with content Invoice.jrxml will be created. However, a template named Invoice with content Invoice.jrxml which has been renamed to 'My Invoice' will be overwritten with the original name and new content.
- Not all templates are available in all formats, however a complete set is loaded. Thus if you load the A5 document set you will find that a few templates are in A4 format.
- If you plan to use A5 for only a restricted set of documents (eg only invoices and receipts) then you should load the A4 set, and then update the content of those templates that you want to use A5 stationary. See here.
- Three drug label sizes are available, Diskette, Shipping, and Video Top. All the document template sets (A4, A5, Letter) load the Diskette sized label. If you need one of the others, then you can load it from <OPENVPMS-HOME>\reports\Patient\Labels\Shipping or ...\Video Top. These folders contain a readme.txt file specifying the label dimensions.
- Not everything is loaded. For example the Samples and the Patient Reminder Post Cards are not.
After installation, templates can be updated using via Administration|Templates.
Templates may be customised if necessary - those that have content with a:
- .doc or .odt extension can be customised in OpenOffice Writer or Microsoft Word
- .jrxml extension can be customised in Jaspersoft Studio
Customising of the .odt template content will be required to:
- change the paper size from A4 to Letter if you loaded the Letter template set
- insert your logo etc
Customising of the .jrxml template content is not generally required - the localisation is done using the Letterhead facility.
See also Introduction|Reporting, Reference|Reports and Forms, and Administration|Templates.
Web application installation
To install the OpenVPMS web application:
- Copy <OPENVPMS_HOME>/webapps/openvpms.war to the <TOMCAT_HOME>/webapps directory.
- Start Apache Tomcat if it is not running
OpenOffice installation
OpenVPMS uses OpenOffice to perform reporting, printing and document conversion.
Install it as per your platform's requirements and then:
- Add it to the PATH of the user that runs Apache Tomcat.
The installation path differs by platform and OpenOffice version. For OpenOffice 4 on Windows, the default installation path is:
C:\Program Files (x86)\OpenOffice 4\program
Windows users can find instructions for changing the PATH here.
- Verify it can be run as that user. From a command prompt, enter:
soffice
This should start OpenOffice.
Testing the installation
To test the installation, open up your Internet Browser and enter the address:
http://localhost:8080/openvpms/app
Login to OpenVPMS using user admin and password admin
Optional steps
OpenVPMS ships with optional data that can be loaded as required. This includes:
- Security roles
- VeNom codes
- Australian states and suburb
Note that having loaded these (as with any external changes to the database) you should restart Tomcat to ensure that its caches do not hold obsolete information.
Security Roles
The basic installation grants all functionality to all users. To restrict this, load the roles.xml file
> cd <OPENVPMS_HOME>/bin
> dataload -f ../import/data/roles.xml
VeNom codes
The VeNom codes are standardised codes for classifying veterinary data. OpenVPMS can use VeNom:
- presenting complaint and diagnosis codes to classify patient Problems.
- visit reason codes for Appointments and Visits.
VeNom codes can all be loaded using:
> cd <OPENVPMS_HOME>/bin
> dataload -d ../import/data/VeNom
To load specific codes, see below.
Loading VeNom presenting complaints
> cd <OPENVPMS_HOME>/bin
> dataload -f ../import/data/VeNom/presentingComplaint.xml
Loading VeNom diagnoses
> cd <OPENVPMS_HOME>/bin
> dataload -f ../import/data/VeNom/diagnosis.xml
Loading VeNom visit reasons
> cd <OPENVPMS_HOME>/bin
> dataload -f ../import/data/VeNom/visitReason.xml
Australian states and suburbs
These can be loaded using:
> cd <OPENVPMS_HOME>/bin
> dataload -f ../import/data/postcodesAU.xml