[NEW]IoT- Windows IoT doc
closes odoo/documentation#4025 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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tiku-odoo
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@ -13,3 +13,4 @@ Configuration
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config/https_certificate_iot
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config/flash_sdcard
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config/troubleshooting
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config/windows_iot
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185
content/applications/productivity/iot/config/windows_iot.rst
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185
content/applications/productivity/iot/config/windows_iot.rst
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========================
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Connect Windows IoT Odoo
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========================
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A Virtual IoT box is a computer program that needs to be downloaded and installed on a Windows
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computer. This requires a Windows operating system with an Odoo 16 or later database.
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The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way as a physical :abbr:`IoT
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(Internet of Things)` box, with the ability to run most of the same devices. All :abbr:`POS (Point
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of Sale)` devices work with it, such as a scale or printer. Payment terminals will also work, but it
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should be noted that :abbr:`MRP (Material Requirement Planning)` devices are not compatible. *These
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include cameras or measurement tools.*
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Pre-requisites
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==============
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The following items will be needed to complete the Windows :abbr:`IoT (Internet of Things)`
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installation.
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- Odoo 16 database or any version above.
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- :abbr:`IoT (Internet of Things)` compatible devices (except those mentioned above). Refer to:
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`Odoo's compatible IoT devices <https://www.odoo.com/app/iot-hardware>`_.
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- Device drivers for Windows.
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.. note::
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Odoo recommends using an updated, recent version of Windows (Windows 10/11) as some older
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operating systems can cause the Windows virtual :abbr:`IoT (Internet of Things)` to not work.
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- Windows computer (laptop, desktop, or server).
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- Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-eligibility`.
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Connect the Windows virtual Iot box to an Odoo database
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=======================================================
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The Windows virtual IoT box is simple to setup in just a few easy steps. Follow this process when
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installing the Windows virtual IoT software for the first time.
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Download and initial installation
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---------------------------------
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To begin the installation, navigate to the Odoo 16 or higher installation package for Enterprise or
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Community - Windows edition at `Odoo's download page <https://odoo.com/download>`_. Next, install
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and setup the Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start
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the installation and agree to the :abbr:`TOS (Terms of Service)`.
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During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the
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type of install` dropdown.
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.. example::
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For reference, the following should be installed:
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- **Odoo server**
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- **Odoo IoT**
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- **Nginx WebServer**
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- **Ghostscript interpreter**
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Ensure there is enough space on the computer for the installation and click :guilabel:`Next`.
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Setting the destination and completing the installation
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-------------------------------------------------------
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To complete the installation, select the :guilabel:`Destination Folder` and click
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:guilabel:`Install`.
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.. tip::
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Choosing ``C:\odoo`` as the install location will allow for the Nginx server to start. If the
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folder doesn't exist, then create it. Otherwise the installation files will be spread throughout
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the hard drive.
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.. warning::
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Odoo's Windows virtual IoT software shouldn't be installed inside any of the Window's User's
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directories. Doing so won't allow for Nginx to initialize.
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The installation may take a few minutes. When complete, click :guilabel:`Next` to continue.
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Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After
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installation, the Odoo server will run and automatically open `http://localhost:8069` on your web
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browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage.
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.. seealso::
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A restart of the Windows IoT program may be necessary should the web browser not display
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anything. :ref:`iot/restart_windows_iot`
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Connecting devices
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------------------
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Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows computer. Windows should
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automatically detect the device because the driver is pre-installed on the computer. If not, search
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for and install the Windows driver for the device.
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Following connecting devices to the computer, refresh the :abbr:`IoT (Internet of Things)` box
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homepage and verify the device is seen. If not, reload the handlers through the :abbr:`IoT (Internet
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of Things)` box homepage.
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Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database using existing instructions
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(manually using the Token).
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.. seealso::
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:doc:`/applications/productivity/iot/config/connect`
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Now the installation is complete, the devices connected to :abbr:`IoT (Internet of Things)` can be
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used to complete processes/actions.
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Troubleshooting
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===============
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.. _iot/restart_windows_iot:
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Restart Windows IoT box
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-----------------------
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In some instances a manual restart of the physical :abbr:`IoT (Internet of Things)` box can resolve
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the issue of an :abbr:`IoT (Internet of Things)` box not showing up on the database. For the Windows
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virtual :abbr:`IoT (Internet of Things)` box a manual restart of the Odoo server can resolve
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database connection issues.
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To restart the virtual Windows IoT server:
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#. Type `Services` into the Windows :guilabel:`Search Bar`.
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#. Select the :menuselection:`Services` App and scroll down to the :guilabel:`Odoo` service.
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#. Right click on :guilabel:`Odoo` and select :guilabel:`Start` or :guilabel:`Restart`. This action
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will manually restart the Odoo IoT server.
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Firewalls
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---------
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Firewalls keep devices safe and secure. Sometimes they can block connections that should be made
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though. The Windows virtual :abbr:`IoT (Internet of Things)` box software may not be reachable to
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the :abbr:`LAN (Local Area Network)` due to a firewall preventing the connection. Consult your local
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IT support team to make exceptions (network discovery) in the :abbr:`OS (Operating System)` or
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firewall program. Windows has their own firewall as do other virus protection programs.
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.. example::
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A client might encounter a time when they are able to reach the homepage of the :abbr:`IoT
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(Internet of Things)` box, yet they cannot access it from another computer/mobile device/tablet
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on the same network.
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Making an exception on Windows Defender
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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It's possible to allow other devices to access the Windows virtual :abbr:`IoT (Internet of Things)`
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box while keeping the firewall on. This is done by creating a rule on *Windows Defender* and
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allowing communication through port `8069`. The following process describes the steps to take in
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order to make this exception.
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Create a rule in Windows Defender
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*********************************
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First, open the *Windows Firewall* by navigating to the :menuselection:`Start Menu` and typing in
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`Firewall`. Then, open the :menuselection:`Windows Defender Firewall` program. In the left-hand
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menu, navigate to :guilabel:`Advanced Settings`.
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Once :guilabel:`Advanced Settings` have been selected, click :guilabel:`Inbound Rules` in the
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left-hand menu. Then, in the right-hand menu column (under :guilabel:`Inbound Rules`), click on
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:guilabel:`New Rule` to create a new rule.
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Configure new rule
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******************
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On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From
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the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then,
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select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in
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`8069`. Finally click :guilabel:`Next` to continue to the next step.
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On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click
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:guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the
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:guilabel:`Profile` page. On this page, select whichever connection type applies to the network the
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Windows machine is operating on. Ideally, select :guilabel:`Private` only connections. The *Private*
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connection type is the most secure connection while allowing the selected port to communicate. Click
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:guilabel:`Next` to continue.
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Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally,
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add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete
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the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to
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the Windows virtual :abbr:`IoT (Internet of Things)` box.
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Uninstalling Windows IoT
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------------------------
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Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows
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program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or
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Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot
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menu` to uninstall.
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Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide.
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