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Introduction

This guide walks you through deploying your first Odoo instance from start to finish. By the end, you’ll have a fully functional Odoo server running on your chosen cloud provider.
Time Required: 15-20 minutes
Prerequisites: deployERP account and cloud provider credentials

Before You Begin

What You’ll Need

deployERP Account

Sign up free if you haven’t already

Cloud Provider Account

AWS, DigitalOcean, Azure, or any supported provider

Domain Name

Optional: Custom domain for your Odoo instance

Odoo License

Only if deploying Enterprise Edition

Step 1: Connect Your Cloud Provider

Let’s start by connecting your cloud provider to deployERP.
1

Navigate to Providers

From your dashboard, go to Settings → Cloud Providers
2

Add New Provider

Click Add Provider and select your cloud provider
3

Enter Credentials

Follow the provider-specific instructions below
  • DigitalOcean
  • AWS
  • Azure
Easiest setup - Recommended for beginners
  1. Log in to your DigitalOcean account
  2. Go to API → Tokens/Keys
  3. Generate a new token with read/write scope
  4. Copy the token and paste in deployERP
  5. Click Test Connection
DigitalOcean offers $200 free credit for new users

Step 2: Create Your Server

Now let’s provision a server to host your Odoo instance.

Choose Server Specifications

For your first deployment, we recommend starting with a Medium server (4 vCPU, 8GB RAM)
  1. Click ServersNew Server
  2. Configure your server:
Name: my-first-odoo-server
Provider: digitalocean  # or your chosen provider
Region: nyc3           # choose closest to your users
Size: medium           # 4 vCPU, 8GB RAM
Python: 3.10          # for Odoo 16/17
PostgreSQL: 14        # recommended version
  1. Review the configuration:
    • Monthly Cost: ~$48 (DigitalOcean)
    • Resources: 4 vCPU, 8GB RAM, 160GB SSD
    • Location: New York, USA
  2. Click Create Server

Monitor Provisioning Progress

Watch your server come to life:
[====================] 100% Complete

✓ Server created in DigitalOcean
✓ Operating system installed
✓ Security configured
✓ Python 3.10 installed
✓ PostgreSQL 14 installed
✓ deployERP agent installed
✓ Monitoring enabled

Server ready! Time elapsed: 3m 24s

Step 3: Deploy Odoo Instance

With your server ready, let’s deploy Odoo.

Quick Deployment

  1. From your server dashboard, click New Instance
  2. Configure your instance:
name
string
default:"production"
Instance name (lowercase, no spaces)
version
string
default:"17.0"
Odoo version - we recommend the latest
edition
string
default:"community"
Community (free) or Enterprise (requires license)
admin_email
string
required
Your email for admin access
timezone
string
default:"America/New_York"
Your business timezone
  1. Click Deploy Instance

Deployment Progress

Track the deployment:
Creating Odoo instance: production
[====================] 100% Complete

✓ Database created
✓ Odoo 17.0 installed
✓ Dependencies configured
✓ Admin user created
✓ SSL certificate issued
✓ Instance started

Instance URL: https://production-srv-abc123.deployerp.io
Admin Password: [shown once - save this!]
Important: Save the admin password immediately. It’s shown only once for security.

Step 4: Access Your Odoo Instance

Your Odoo instance is now live! Let’s access it and complete the initial setup.

First Login

  1. Click the instance URL or copy it to your browser
  2. You’ll see the Odoo login page
  3. Enter:
    • Email: The admin email you specified
    • Password: The generated password (saved earlier)

Initial Setup Wizard

Odoo will guide you through initial configuration:
1

Company Information

  • Company name
  • Address
  • Phone and email
  • Logo (optional)
2

Localization

  • Country
  • Language
  • Currency
  • Fiscal positions
3

Apps Selection

Choose your initial apps:
  • Sales: Customer management and quotations
  • Accounting: Financial management
  • Inventory: Stock management
  • Website: Public website builder

Step 5: Essential Configuration

Set Up Automated Backups

Protect your data from day one:
  1. Go to Servers → [Your Server] → Backups
  2. Click Configure Automated Backups
  3. Set up daily backups:
Schedule: Daily at 2:00 AM
Retention: 30 days
Storage: deployERP Managed (included)
Encryption: Enabled

Configure Custom Domain (Optional)

Use your own domain instead of the default:
  1. In your instance settings, click Custom Domain
  2. Enter your domain: odoo.yourcompany.com
  3. Update your DNS records:
Type: A
Name: odoo
Value: [your-server-ip]
TTL: 300
  1. Click Verify Domain
  2. SSL certificate will be automatically issued

Add Team Members

Invite your team to Odoo:
  1. In Odoo, go to Settings → Users & Companies
  2. Click Invite Users
  3. Enter email addresses
  4. Assign appropriate access rights:
    • User: Regular employee access
    • Administrator: Full system access
    • Portal: External user access

Step 6: Install Essential Apps

CRM

Track leads and opportunities

Sales

Quotations and sales orders

Accounting

Invoicing and payments

Inventory

Stock management

Project

Task and project tracking

Website

Build your web presence
To install apps:
  1. Click the Apps menu in Odoo
  2. Search for the app name
  3. Click Install
  4. Wait for installation to complete

Monitoring Your Deployment

Server Health

Monitor your server’s performance:
  1. Go to Servers → [Your Server] → Monitoring
  2. View real-time metrics:
    • CPU usage (should be < 70%)
    • Memory usage (should be < 80%)
    • Disk space (monitor growth)
    • Response time (should be < 500ms)

Setting Up Alerts

Configure alerts for critical events:
CPU Alert:
  Threshold: > 80%
  Duration: 5 minutes
  Action: Email notification

Memory Alert:
  Threshold: > 85%
  Duration: 3 minutes
  Action: Email + SMS

Disk Space:
  Threshold: > 80%
  Action: Email notification

What’s Next?

Immediate Next Steps

Complete Odoo Setup

  • Configure accounting
  • Import initial data
  • Set up email
  • Customize reports

Security Hardening

  • Enable 2FA
  • Review user permissions
  • Set up IP restrictions
  • Configure firewall rules

Performance Optimization

  • Monitor usage patterns
  • Adjust worker count
  • Enable caching
  • Optimize queries

Learn Odoo

  • Take Odoo tours
  • Watch tutorials
  • Read documentation
  • Join community

Troubleshooting

Common First-Time Issues

  • Check if the instance is running
  • Verify firewall rules allow HTTPS
  • Ensure DNS has propagated (if using custom domain)
  • Try accessing via IP address directly
  • Use password reset from login page
  • Or reset via deployERP dashboard
  • Check email for reset link
  • Check server resources in monitoring
  • Increase worker count if CPU allows
  • Enable Redis caching
  • Review installed apps
  • Ensure you’re logged in as admin
  • Check available disk space
  • Verify Odoo version compatibility
  • Check logs for specific errors

Getting Help

If you need assistance:

Congratulations! 🎉

You’ve successfully deployed your first Odoo instance with deployERP. Your business management system is now:
  • ✅ Running on reliable cloud infrastructure
  • ✅ Secured with SSL encryption
  • ✅ Backed up automatically
  • ✅ Monitored 24/7
  • ✅ Ready for your business data
Welcome to the deployERP family!