Log In Procedures

When you log in to your evaluation database, you will be connecting directly to our company server. We have hard-coded the connection information into each of the evaluation clients. xTuple ERP offers clients for several platforms: Windows, Linux, and Mac OS X. Feel free to download the client of your choice.

Log In to the Client for Windows

This section details the steps required to log in to your demo database using the xTuple client for Windows. This client has been tested on Windows 98, 2000, XP, and Vista. To open the client, first locate the directory where you saved the executable file you downloaded from our website. The xTuple client for Windows may be downloaded from our project site at Sourceforge.net.

The file you downloaded from our website is a self-extracting file. Double-click on this file to automatically extract its contents into a separate directory. The directory that will be created is called xTuple. You will find several files in this directory. If you would like to verify that all the files you need were created successfully, simply return to the download page on our website to see a full list of the package contents. Open the newly-created directory and locate the xTuple ERP executable file. This will be the file named xTuple.exe. Double-click on that file to launch the client application. The following screen will appear

Login Screen for xTuple Client for Windows

When logging into xTuple, you are presented with the following options:

• Username: Enter the username we assigned you when you requested your evaluation copy. This will be the same username as the one you use to log into the xTuple website.

• Password: Enter the password we assigned you when you requested your evaluation copy. The password you type into this field will not display on your screen, but will be represented by asterisks (*) for security purposes.

To the far right of the screen, the following buttons are available:

• CANCEL: Closes the screen, returning your computer desktop.

• LOGIN: Click to log into the application. Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Main Application Desktop for the xTuple Client for Windows

In general, each of the main menu options corresponds to a different Module. There are three exceptions to that rule:

• Window: The following options appear under the “Window” menu:

  • Cascade: Select to arrange open screens in a cascading pattern.

  • Tile: Select to arrange open screens in a tiled pattern.

  • Close Active Window: Select to close the currently active screen.

  • Close All Windows: Select to close all open screens.

• Community: If you have an open Internet connection, the following “Community” menu options will open in your default web browser
  • xTuple.org Home: Select to launch the xTuple.org home page.
  • New Account: Select to create a new xTuple.org account.
  • Edit Account: Select to edit your xTuple.org account.
  • Discussion Forums: Select to browse the discussion forums on the xTuple.org site.
  • Blogs: Select to browse the blogs on the xTuple.org site.
  • Bugs and Feature Requests: Select to access the Issue Tracking system on the xTuple.org site.
  • Downloads: Select to access the downloads page on the xTuple.org site.

• Help: The following options appear under the “Help” menu:
  • About: Select to view version information.
  • Table of Contents: Select to access the xTuple Applications Help files. For this to work, the Help files must be installed on your system.

If you do not reach the application desktop, verify that you have entered your username and password correctly. Also keep in mind that we have limited the number of concurrent sessions. Our server may be busy when you try to log in initially. Try again later and see if this corrects the problem. If you are still experiencing difficulty, contact the demo team at demo@xtuple.com.

Log In to the Client for Mac

This section details the steps required to log in to your evaluation copy of the xTuple client for Apple Mac OS X. This client has been tested on the following Mac OS X versions: “Panther” (v. 10.3) and “Tiger” (v. 10.4). To open the client, first locate the file you downloaded from our website. The xTuple ERP Client for Mac may be downloaded from our project site at Sourceforge.net.

The file you downloaded from our website is a compressed disk image. Double-click on this image to automatically mount it. You will find the xTuple executable file xTuple inside this new mount. Double-click on the xTuple file to launch the application. The following screen will appear:

Login Screen for xTuple Client for Mac OS X

When logging into xTuple, you are presented with the following options:

• Username: Enter the username we assigned you when you requested your evaluation copy. This will be the same username as the one you use to log into the xTuple website.

• Password: Enter the password we assigned you when you requested your evaluation copy. The password you type into this field will not display on your screen, but will be represented by asterisks (*) for security purposes.

To the far right of the screen, the following buttons are available:

• CANCEL: Closes the screen, returning your computer desktop.

• LOGIN: Click to log into the application. Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Main Application Desktop for the xTuple Client for Mac

In general, each of the main menu options corresponds to a different Module. There are three exceptions to that rule:

• Window: The following options appear under the “Window” menu:

  • Cascade: Select to arrange open screens in a cascading pattern.

  • Tile: Select to arrange open screens in a tiled pattern.

  • Close Active Window: Select to close the currently active screen.

  • Close All Windows: Select to close all open screens.

• Community: If you have an open Internet connection, the following “Community” menu options will open in your default web browser
  • xTuple.org Home: Select to launch the xTuple.org home page.
  • New Account: Select to create a new xTuple.org account.
  • Edit Account: Select to edit your xTuple.org account.
  • Discussion Forums: Select to browse the discussion forums on the xTuple.org site.
  • Blogs: Select to browse the blogs on the xTuple.org site.
  • Bugs and Feature Requests: Select to access the Issue Tracking system on the xTuple.org site.
  • Downloads: Select to access the downloads page on the xTuple.org site.

• Help: The following options appear under the “Help” menu:
  • About: Select to view version information.
  • Table of Contents: Select to access the xTuple Applications Help files. For this to work, the Help files must be installed on your system.

If you do not reach the application desktop, verify that you have entered your username and password correctly. Also keep in mind that we have limited the number of concurrent sessions. Our server may be busy when you try to log in initially. Try again later and see if this corrects the problem. If you are still experiencing difficulty, contact the demo team at demo@xtuple.com.

Log In to the Client for Linux

This section details the steps required to log in to your evaluation copy of the xTuple Client for Linux. This client has been tested on Red Hat Enterprise Linux, but should work equally well on most standard Linux distributions. To open the client, first locate the directory where you saved the executable file you downloaded from our website. The xTuple Client for Linux may be downloaded from our project site on Sourceforge.net.

The file you downloaded from our website is a compressed file. To uncompress the file, you will need to have the tar and gunzip programs installed on your system. Uncompress the file using the following command:

gunzip -c file_name.tar.gz | tar -xv

Once the file is uncompressed, a separate directory named xTuple will be created. You will find several files in this directory. If you would like to verify that all the files you need were created successfully, simply return to the download page on our website to see a full list of the package contents. Change directories to the newly-created directory and locate the xTuple executable file. This file will be called xTuple. To launch the client application, run the file. The following screen will appear:

Login Screen for xTuple Client for Linux

When logging into xTuple, you are presented with the following options:

• Username: Enter the username we assigned you when you requested your evaluation copy. This will be the same username as the one you use to log into the xTuple website.

• Password: Enter the password we assigned you when you requested your evaluation copy. The password you type into this field will not display on your screen, but will be represented by asterisks (*) for security purposes.

To the far right of the screen, the following buttons are available:

• CANCEL: Closes the screen, returning your computer desktop.

• LOGIN: Click to log into the application. Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Once your username and password have been successfully authenticated, the main application desktop will appear, as shown below.

Main Application Desktop for the xTuple Client for Linux

In general, each of the main menu options corresponds to a different Module. There are three exceptions to that rule:

• Window: The following options appear under the “Window” menu:

  • Cascade: Select to arrange open screens in a cascading pattern.

  • Tile: Select to arrange open screens in a tiled pattern.

  • Close Active Window: Select to close the currently active screen.

  • Close All Windows: Select to close all open screens.

• Community: If you have an open Internet connection, the following “Community” menu options will open in your default web browser
  • xTuple.org Home: Select to launch the xTuple.org home page.
  • New Account: Select to create a new xTuple.org account.
  • Edit Account: Select to edit your xTuple.org account.
  • Discussion Forums: Select to browse the discussion forums on the xTuple.org site.
  • Blogs: Select to browse the blogs on the xTuple.org site.
  • Bugs and Feature Requests: Select to access the Issue Tracking system on the xTuple.org site.
  • Downloads: Select to access the downloads page on the xTuple.org site.

• Help: The following options appear under the “Help” menu:
  • About: Select to view version information.
  • Table of Contents: Select to access the xTuple Applications Help files. For this to work, the Help files must be installed on your system.

If you do not reach the application desktop, verify that you have entered your username and password correctly. Also keep in mind that we have limited the number of concurrent sessions. Our server may be busy when you try to log in initially. Try again later and see if this corrects the problem. If you are still experiencing difficulty, contact the demo team at demo@xtuple.com.

Exit xTuple ERP

There are two ways to successfully exit xTuple ERP. Either use the "X" symbol associated with the desktop window. Or use the System menu's "Exit" option. Both work the same way and are equally valid methods for exiting the application.

To exit the application using the System menu, select the "Exit" option from the System module, as shown below:

After selecting this option, the application will close, returning you to your computer desktop

Application Fundamentals

xTuple ERPs contain a number of fundamental features designed to simplify your use of the software. In this section, we describe those fundamentals in an effort to familiarize you with their use. These fundamentals are discussed at length in the Introduction to the xTuple ERP Reference Guide.