Basic Tutorial

Introduction

The aim of this tutorial is to describe the functionality of OpenPetra at its current state. You will learn what you can do with OpenPetra, and how to do it.

There is a demo database available that will provide the examples for this tutorial.

Installation

Currently, only the Standalone version is available for quick installation on Windows. You just download it from Sourceforge via the link from the OpenPetra website.

You will need Administrator permissions to be able to install OpenPetra on your workstation.

The installer will tell you to install the .Net Framework if this is not installed on your windows system already.

The Standalone version of OpenPetra uses the light-weight database SQLite, which does not need to be installed separately. Please note that for bigger databases SQLite will become quite slow, and at that stage you might want to work with a proper database system. You can either install your own OpenPetra server running on Windows or Linux using a free database system, eg. MySQL or PostgreSQL. Alternatively, there will soon be a hosted service provided by some developers of OpenPetra, and for a small monthly fee you can benefit from a centrally hosted version of OpenPetra. More on this will follow soon...

Start your OpenPetra for the first time

You will find an OpenPetra icon in your start menu or even on the Desktop, if you did not disable that choice during the installation. When you double-click that icon, you will get to the Login screen:

Please login with the demo user, which means the username is demo and the password is demo as well.

You will see the main screen of OpenPetra:

The first action you do, should be to change the password. To do this, you go into the System Manager module, and go in the menu to Users/Functions/Maintain Users.

Click on the button "Set Password" to change the password of the user DEMO, and do the same for user SYSADMIN too.

You can also retire the DEMO user, and create your own user. You should give permissions as you need for the user, by selecting the modules that the user should have access to.

Base Data

After you have installed the Standalone version of OpenPetra, you will have already a very limited set of data in the database.

If you want to start your very own database, please download the empty base Database, which contains just a demo user and some other necessary data to allow OpenPetra to start at all.

If you want to use a database with already quite a number of addresses, some months of financial data, etc, please download one of our other demo databases.

To install such a data file, please go to ...

Configuration

TODO

• create ledger
• site key

Managing 'Partners' and Addresses

Introduction and Definitions

In OpenPetra, the word 'Partner' is used to describe anyone who is helping the organisation in working towards its goals. Partners include individuals who support the Organisation through gifts, churches, organisations who supply goods and services, members of staff, and internal units (sub-divisions of the Organisation).

Partners and Partner Classes

Let’s look at an office. Nothing happens without relations with other people and groups, and in OpenPetra, everyone that the office deals with is called a Partner. Partners may be people or organisations. In fact OpenPetra uses several different classes of partner, since slightly different data needs to be stored for each. People are the most common, and we look at them below. Two of the classes, churches and organisations are fairly obvious (organisations include companies that we buy items from). Another common class of partner is a unit, a term used to refer to the internal sub-divisions or offices of the Organisation. Your office is a unit, and it will exchange information with other units.

Families and Persons

Finally we have people - the largest group of partners. The reason we left them until last is that people are more complicated than you might think! With many people, for example a married couple who support the Organisation, we only need basic information, like name, address and a record of donations. We treat the couple as one, and we call them a partner of class Family. OpenPetra uses this term, Family, even if the supporter is a single person.

However, in some situations, we need to record individual information, such as date of birth, gender, etc, which cannot apply to a couple. OpenPetra does this by using a fifth class of partner record, known as class Person. However, a Person record is only used for additional information; it is not the main record of the partner’s address etc.

Addresses

We must record a partner’s address, so that we know how to contact them. However, they may have more than one address - for example a private address and an office address. OpenPetra stores addresses separately from partners, and calls them locations. One partner can have several address locations. However, we need to know which address to send any mail to, and so we make one address the Mailing Address.

Walk-through: Creating Partners

TODO

Finding Partners

TODO

Partner reports

TODO

Manage donations

TODO

• import from bank transaction statement
• Post batches
• print gift receipts
• print other letters for treasurer or new donors

Pay your bills

TODO

GL Batches

TODO

• manual batches
• Reports