CentricCrm: Unterschied zwischen den Versionen
Edmund (Diskussion | Beiträge) Die Seite wurde neu angelegt: This is the Installation guide for Centric CRM. Have fun |
Keine Bearbeitungszusammenfassung |
||
(6 dazwischenliegende Versionen von einem anderen Benutzer werden nicht angezeigt) | |||
Zeile 1: | Zeile 1: | ||
This is the Installation guide for Centric CRM. | This is the Installation guide for Centric CRM. Have fun | ||
''MM, Dataphone Ltd., 2007-09-06'' | |||
== Deploy Centric CRM, Community edition == | |||
The Centric CRM application is distributed in public license for: | |||
* Enterprise Edition (Stable release - precompiled WAR file, FREE - limited for 5 users, recent v4.1.2 2007-05-21) | |||
* Community Edition (source code free for download, v4.1.3 2007-06-04) | |||
''This Wiki deals about 2nd option, where exists no limit for number of users.'' | |||
'''Prerequisites:''' | |||
* user registration at [http://www.centriccrm.com Centric CRM], goto "Community" section and then confirm inscription | |||
* download source code from, e.g. with Tigris Subversion [https://svn.centricsuite.com/webapp/branches/branch-41 SVN] | |||
* platform: | |||
* operating system: any - e.g. Microsoft Windows too | |||
* database servers: many - Centric reference is PostgreSQL | |||
* application server: some - e.g. jBoss, but Centric reference is Apache Tomcat | |||
* Java VM: some, depends on Application Server - e.g. Sun Java JRE 1.5 or JDK 1.5 for compile purposes | |||
* server integration: SMTP server (Fax, XMPP, Asterisk, LDAP) | |||
* hardware: | |||
* A sensible server for real use might be: | |||
A single dual core processor; | |||
2GB RAM; | |||
Disk to suit the purpose | |||
== Case study == | |||
'''Used hardware:''' | |||
* VMware image: Windows 2003; virtual RAM: 1.5 GB | |||
* DNS name: centriccrm, IP: 193.83.215.177 | |||
'''Used software:''' | |||
* jdk-1_5_0_06-windows-i586-p.exe | |||
* apache-tomcat-6.0.2.exe | |||
* postgresql-8.1.9-1.msi | |||
* (netbeans-6.0m9-full-windows.exe), where Apache Ant v1.6.2+ included | |||
'''Steps for a successful installation:''' | |||
1. install the '''Sun Java JDK 5.0''' into path e.g. "c:\java\jdk1.5.0_06" | |||
2. install '''Apache Tomcat 6''' stable "Core"; depending on the total memory of your system, typically set Tomcat’s memory to half of the server using Tomcat’s configuration editor | |||
3. stop the "Apache Tomcat" service | |||
4. change Tomcat port to 80 in server.xml, disable MS IIS working at the same port | |||
5. (obtain and install an SSL certificate to run Centric CRM on port 443) | |||
6. install '''PostgreSQL 8.1''' | |||
* Define new Windows user for Postgre service | |||
* Port 5432; Locale: German-Austria; Encoding: UTF-8; define superuser+password, | |||
e.g. postgres%postgres | |||
* Contrib modules: only Admin81 | |||
7. launch '''pgAdmin 3''' utility | |||
* Define new login role "centric_crm" with password, e.g. centric_crm; add | |||
all role privileges (user "centric_crm" should occupy full access control | |||
to "centric_crm" database) | |||
* Create database name "centric_crm" for owner "centric_crm"; encoding: UTF-8; | |||
tablespace: pg_default | |||
8. check the system environment settings | |||
* JAVA_HOME=path, e.g. "c:\java\jdk1.5.0_06" | |||
* JAVA_OPTS="-Xms256m -Xmx256m -XX:PermSize=64m -XX:MaxPermSize=128m" | |||
* ANT_HOME=path, e.g. "c:\Sun\AppServer\lib\ant" | |||
* ANT_OPTS="-Xmx192m -Xms192m" | |||
* PATH=%PATH%;%JAVA_HOME%\bin;%ANT_HOME%\bin | |||
* in Tomcat's configuration editor, increase memory to 256MB | |||
9. in working source code directory, copy home.properties.example to home.properties | |||
10. edit home.properties | |||
* Map CATALINA_HOME to the Tomcat base directory, e.g. "c:/Tomcat 6.0" | |||
* Map CENTRIC_HOME to "centric" in Tomcat's webapps directory, | |||
e.g. "c:/Tomcat 6.0/webapps/crm" | |||
* Map CENTRIC_FILELIBRARY to a directory that will be used for storing | |||
Centric CRM data, | |||
e.g. "c:/Tomcat 6.0/webapps/crm/WEB-INF/fileLibrary" | |||
11. run "ant deploy" to initialize the configuration paths and files | |||
12. ant will instruct you to modify "build.properties" in the CENTRIC_FILELIBRARY path | |||
13. make sure to read the instructions in build.properties and make sure to configure and uncomment one of the database connection types | |||
* SYSTEM.LANGUAGE=de_DE | |||
* WEBSERVER.TYPE=catalina | |||
* GATEKEEPER.DBTYPE=postgresql | |||
* GATEKEEPER.DRIVER=org.postgresql.Driver | |||
* GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm | |||
* GATEKEEPER.USER=postgres | |||
* GATEKEEPER.PASSWORD=postgres | |||
* SITE.DBTYPE=postgresql | |||
* SITE.DRIVER=org.postgresql.Driver | |||
* SITE.URL=jdbc:postgresql://127.0.0.1:5432/ | |||
* SITE.USER=postgres | |||
* SITE.PASSWORD=postgres | |||
* uncomment PROPERTIES=configured line when finished making changes | |||
14. run "ant deploy" to compile and install Centric CRM | |||
15. run "ant installdb" to install the Centric CRM database | |||
16. start Tomcat and set the service to "Automatic" startup | |||
17. using a browser navigate to the deployed Centric CRM for additional configuration options - populate '''webapps/crm''' (1st time use of Centric CRM web-application) | |||
* choose a language to continue: Deutsch | |||
* configuration in next 4 following steps: | |||
I. Setup the file library | |||
* Target Directory: path, e.g. c:\Tomcat 6.0\webapps\crm\WEB-INF\fileLibrary | |||
II. Setup external servers (mail, fax) | |||
* Time Zone: GMT+1 | |||
* Language/Locale: Deutsch | |||
* Country: AUSTRIA | |||
* Currency: EUR | |||
* Email Server: ... | |||
* Email Address: ... | |||
* Server URL: ..., e.g. 193.83.215.177/crm | |||
* (LDAP Server - none) | |||
* (Asterisk Server - none) | |||
* (XMPP Server - none) | |||
* (Fax - none) | |||
III. Setup the database | |||
* Type of Database: PostgreSQL | |||
* IP address: 127.0.0.1 | |||
* Database Port: 5432 | |||
* Database Name: centric_crm | |||
* Database Username: centric_crm | |||
* Database Password: ..., e.g. centric_crm | |||
IV. Setup the Centric CRM administrative user account | |||
* Create administrator user | |||
* Compile JSPs | |||
18. browser navigate, login and start to work | |||
== Migrate the Data from vTiger CRM to Centric CRM == | |||
TODO... | |||
(END) | |||
[[Kategorie:Howto]] |