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Audit Trail: Module in OpenERP and its usage

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Abhishek H Menon's picture

Audit Trail: Module in OpenERP and its usage

In a  Business organisation, there will be number of users. So it is a tedious task to keep track of their operations for the admin. So for that, Open ERP is providing a facility in the form of a module. The module name is Audit Trail. With the help of this module, the administrator can keep track of any operations performed on a particular, with some conditions specified. Here in this blog we are going to discuss about the usage and application of Audit trail module in Open ERP.

 

Steps to perform the audit trail module functionality

Step 1

First of all we have to run the Open ERP v7 server in our system through terminal. Then we have to load the client in our localhost and specify the port in which you want to run your server. This is a basic knowledge for an Open ERP end user to run the server and to load the client.

 

Step 2

 
If you do not  have a database,  create a new database, you can see an option while loading the client,here I’m going to create a new database for this purpose only. Below is the screenshot for that.
 
 
Goto Manage Databases , on clicking that menu you will get a list of menus to create, alter and drop which are all the Database definition language operations.
Create a new database by giving new name for your database and a valid password, and then click Create Database Button. If you need demo data to be loaded at the time of client loading on your system, please check the box Load Demonstration Data.
 
Now your database is populated with the demonstration data, which has been  already  provided with all openerp servers for testing purpose.
 
Step 3
 
After loading your client, change the settings of user Administrator. For that Goto Settings > Users >  Users   and select the page Access Rights. Thereby you can see some selection fields and boolean fields. Change the Sales as Manager and Administration as Settings, then check the technical features. So that only the menus for audit trail module gets visible to us. 
 
Step 4
 
Installation of Audit Trail module. 
For the installation of audit trail module, Goto Settings >  Installed Modules and you can view the list of modules which are already installed in your server. There by you can see a search view <installed>. Uncheck it. Now you are able to views all the available modules in the server. Search for Audit Trail by typing Audit Trail in the search tab. Install the module Audit Trail.
After installation, go through the Reporting tab, that you can see on the top of the client view after Sales Menu tab.
 
After the successful installation  of audit trail module, you will have an additional menu named Audit appeared as the submenu of the parent menu Reporting.
 
Audit Rules and Audit Logs
 
1.How to create an audit rule.
By loading demo data, we will get the audit rule that is applied to the model res.partner or Partner that we can see while clicking on Audit Rules. Here is the screenshot for that. So here we are going to apply that rule instead of creating a new rule.
 
First step after creating an audit rule, click on the button Subscribe for the activating the audit rule.
 
After clicking Subscribe button, just check the Audit Logs whether there is any previous logs. Just for a simple verification, we are checking the logs.
 
 After all these process goto Sales > Sales > Customers. There you can view kanban view of customers which belongs to the model res.partner.
Select a customer record from the kanban list and modify it. Here in this example, we are taking the first customer Agrolait.
Its form view by clicking a customer entity,
Click on the Edit button we can see on the top of the customer form. Modify the record. Here I am modifying the name of the customer, ie, changing the name of the customer from Agrolait to Abhishek.
 
 
After the changes made, please save the form. We can see a red colored button named Save on the leftmost top corner of the customer form.
After all these process go again to the menu Reporting and select Audit > Audit Logs
 
You can clearly view the changes made by the particular user got tracked. Here it is Administrator who made the changes. Below is the form view for Audit Logs.
 
We can clearly understand the modifications made and the particular user who performed the modifications.

Noel Rivero's picture

Hello This an useful module.

Hello
This an useful module. I downloaded and i installed on my server. My problem is that i'm trying to understand how this modules works, but no the basic working. I was reading the code and i understood the 90 %. I was not able to find with is the first function executed. I was not able to debug the code. I use the classic way to develop, ubuntu+eclipse. i need to implement a module to manage the history log but just for some fields.
By the way the module can't detect the changes ocurred over a field i have, that is named 'state'.
Thanks guys for this module.