> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deployerp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Your First Deployment

> Complete walkthrough of deploying your first Odoo instance with deployERP

## 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.

<Info>
  **Time Required**: 15-20 minutes\
  **Prerequisites**: deployERP account and cloud provider credentials
</Info>

## Before You Begin

### What You'll Need

<CardGroup cols={2}>
  <Card title="deployERP Account" icon="user">
    [Sign up free](https://app.deployerp.com/register) if you haven't already
  </Card>

  <Card title="Cloud Provider Account" icon="cloud">
    AWS, DigitalOcean, Azure, or any supported provider
  </Card>

  <Card title="Domain Name" icon="globe">
    Optional: Custom domain for your Odoo instance
  </Card>

  <Card title="Odoo License" icon="key">
    Only if deploying Enterprise Edition
  </Card>
</CardGroup>

## Step 1: Connect Your Cloud Provider

Let's start by connecting your cloud provider to deployERP.

<Steps>
  <Step title="Navigate to Providers">
    From your dashboard, go to **Settings → Cloud Providers**
  </Step>

  <Step title="Add New Provider">
    Click **Add Provider** and select your cloud provider
  </Step>

  <Step title="Enter Credentials">
    Follow the provider-specific instructions below
  </Step>
</Steps>

<Tabs>
  <Tab title="DigitalOcean">
    **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**

    <Tip>
      DigitalOcean offers \$200 free credit for new users
    </Tip>
  </Tab>

  <Tab title="AWS">
    **Most features - Best for enterprises**

    1. Create an IAM user in AWS Console
    2. Attach the `AmazonEC2FullAccess` policy
    3. Create access keys
    4. Enter Access Key ID and Secret Access Key
    5. Select your preferred region
    6. Click **Test Connection**

    <Warning>
      Store your AWS credentials securely
    </Warning>
  </Tab>

  <Tab title="Azure">
    **Microsoft ecosystem integration**

    1. Register an app in Azure Active Directory
    2. Create a service principal
    3. Assign Contributor role to subscription
    4. Enter Tenant ID, Client ID, and Client Secret
    5. Click **Test Connection**
  </Tab>
</Tabs>

## Step 2: Create Your Server

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

### Choose Server Specifications

<Info>
  For your first deployment, we recommend starting with a **Medium** server (4 vCPU, 8GB RAM)
</Info>

1. Click **Servers** → **New Server**
2. Configure your server:

```yaml theme={null}
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
```

3. Review the configuration:
   * **Monthly Cost**: \~\$48 (DigitalOcean)
   * **Resources**: 4 vCPU, 8GB RAM, 160GB SSD
   * **Location**: New York, USA

4. 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:

<ParamField path="name" type="string" default="production">
  Instance name (lowercase, no spaces)
</ParamField>

<ParamField path="version" type="string" default="17.0">
  Odoo version - we recommend the latest
</ParamField>

<ParamField path="edition" type="string" default="community">
  Community (free) or Enterprise (requires license)
</ParamField>

<ParamField path="admin_email" type="string" required>
  Your email for admin access
</ParamField>

<ParamField path="timezone" type="string" default="America/New_York">
  Your business timezone
</ParamField>

3. 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!]
```

<Warning>
  **Important**: Save the admin password immediately. It's shown only once for security.
</Warning>

## 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:

<Steps>
  <Step title="Company Information">
    * Company name
    * Address
    * Phone and email
    * Logo (optional)
  </Step>

  <Step title="Localization">
    * Country
    * Language
    * Currency
    * Fiscal positions
  </Step>

  <Step title="Apps Selection">
    Choose your initial apps:

    * **Sales**: Customer management and quotations
    * **Accounting**: Financial management
    * **Inventory**: Stock management
    * **Website**: Public website builder
  </Step>
</Steps>

## 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:

```yaml theme={null}
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
```

4. Click **Verify Domain**
5. 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

### Recommended Apps for New Users

<CardGroup cols={2}>
  <Card title="CRM" icon="users">
    Track leads and opportunities
  </Card>

  <Card title="Sales" icon="shopping-cart">
    Quotations and sales orders
  </Card>

  <Card title="Accounting" icon="calculator">
    Invoicing and payments
  </Card>

  <Card title="Inventory" icon="box">
    Stock management
  </Card>

  <Card title="Project" icon="tasks">
    Task and project tracking
  </Card>

  <Card title="Website" icon="globe">
    Build your web presence
  </Card>
</CardGroup>

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:

```yaml theme={null}
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

<CardGroup cols={2}>
  <Card title="Complete Odoo Setup" icon="check">
    * Configure accounting
    * Import initial data
    * Set up email
    * Customize reports
  </Card>

  <Card title="Security Hardening" icon="shield">
    * Enable 2FA
    * Review user permissions
    * Set up IP restrictions
    * Configure firewall rules
  </Card>

  <Card title="Performance Optimization" icon="rocket">
    * Monitor usage patterns
    * Adjust worker count
    * Enable caching
    * Optimize queries
  </Card>

  <Card title="Learn Odoo" icon="graduation-cap">
    * Take Odoo tours
    * Watch tutorials
    * Read documentation
    * Join community
  </Card>
</CardGroup>

### Recommended Reading

* [Instance Configuration Guide](/instances/configuration)
* [Backup Best Practices](/backups/overview)
* [Security Hardening](/guides/security-hardening)
* [Performance Optimization](/guides/performance)

## Troubleshooting

### Common First-Time Issues

<AccordionGroup>
  <Accordion title="Can't access my instance">
    * 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
  </Accordion>

  <Accordion title="Forgot admin password">
    * Use password reset from login page
    * Or reset via deployERP dashboard
    * Check email for reset link
  </Accordion>

  <Accordion title="Instance is slow">
    * Check server resources in monitoring
    * Increase worker count if CPU allows
    * Enable Redis caching
    * Review installed apps
  </Accordion>

  <Accordion title="Can't install apps">
    * Ensure you're logged in as admin
    * Check available disk space
    * Verify Odoo version compatibility
    * Check logs for specific errors
  </Accordion>
</AccordionGroup>

## Getting Help

If you need assistance:

<CardGroup cols={3}>
  <Card title="Documentation" icon="book" href="/docs">
    Search our comprehensive docs
  </Card>

  <Card title="Support" icon="headset" href="https://app.deployerp.com/support">
    Contact our support team
  </Card>

  <Card title="Community" icon="users" href="https://community.deployerp.com">
    Ask the community
  </Card>
</CardGroup>

## 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!