Configurations

The instructions here are related to configuration of base settings for PBMS using the Odoo UI

Once all the pods are in Running state we can start interacting with the Odoo UI and configure some base settings.

Prerequisites

• An installed and running instance of keycloak

• An installed and running instance of minio object store

• The user must have access to PBMS in OpenG2P systems

• The user must be an Administrator on the system

Configure Minio Object Store

1. Navigate to the minio hostname specified during installation. You can find this in your Rancher namespace by navigating to Istio -> Virtual Services, and searching for minio

2. Login using credentials from Rancher Storage -> Secrets, search for minio

3. Navigate to the Buckets section in the Minio UI and click Create Bucket

4. Choose an appropriate bucket name (example: documents) and click on Create Bucket

Configure PBMS Document Settings

1. Navigate to the pbms hostname specified during installation. You can find this in your Rancher namespace by navigating to Istio -> Virtual Services, and searching for pbms. Login using credentials from Rancher.

2. From the top-left Apps icon, go to Settings -> Technical -> Storage Backend

3. Create a new storage backend or update existing ones.

   • Give the record a name (example: Default S3 Document Store)

   • Select Backend type as Amazon S3

   • Check the Is Public boolean field.

   • Fill the Amazon S3 section using credentials from Rancher and the bucket name created while configuring minio (it is recomended to use internal url on port 9000, example: http://minio-pbms:9000).

   • Save the record using the top-left odoo save icon.

Configure Keycloak

1. To be added

Configure PBMS Base Settings

1. Navigate to the pbms hostname specified during installation. You can find this in your Rancher namespace by navigating to Istio -> Virtual Services, and searching for pbms. Login using credentials from Rancher.

2. From the top-left Apps icon, go to Settings and click on G2P PBMS Settings tab from the left sidebar.

3. Update the URLs for Background Task API and Bridge API from Rancher -> Istio -> Virtual Services.

4. Select the pre-configured Document Store from the dropdown.

5. Configure Keymanager if required (by default Keymanager is toggled off).