CentricCrm: Unterschied zwischen den Versionen

(2 dazwischenliegende Versionen von einem anderen Benutzer werden nicht angezeigt)

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This is the Installation guide for Centric CRM.

This is the Installation guide for Centric CRM. Have fun

~~Have fun~~

''MM, Dataphone Ltd., 2007-09-06''

''MM, Dataphone Ltd., 2007-08-09''

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''This Wiki deals about 2nd option, where exists no ~~limits~~ for number of users.''

''This Wiki deals about 2nd option, where exists no limit for number of users.''

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* 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 1.5 ~~JRE~~

* 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)

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'''Used hardware:'''

* ~~IBM Notebook R51, 1GB~~ RAM ~~with WinXP~~

* VMware image: Windows 2003; virtual RAM: 1.5 GB

* DNS name: ~~nb-mm~~

* DNS name: centriccrm, IP: 193.83.215.177

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'''Steps for a successful installation:'''

1. install the '''Sun Java ~~JRE~~ 5.0'''

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

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6. install '''PostgreSQL 8.1'''

* Standard installation steps with Wizard installer ... TODO

* Define new Windows user for Postgre service

* Define ~~database with UNICODE encoding~~

* Port 5432; Locale: German-Austria; Encoding: UTF-8; define superuser+password,

* ~~Create database name "centric_crm"~~; ~~for username "centric_crm"~~

e.g. postgres%postgres

* ~~User "centric_crm" should occupy full access controll to "centric_crm" database~~

* Contrib modules: only Admin81

7. ~~install~~ '''~~deploy Centric CRM~~'''

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

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* 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/~~centric~~"

e.g. "c:/Tomcat 6.0/webapps/crm"

* Map CENTRIC_FILELIBRARY to a directory ~~outside of Tomcat~~ that will be used for

* Map CENTRIC_FILELIBRARY to a directory that will be used for storing

~~storing~~ Centric CRM data,

Centric CRM data,

e.g. "c:/Tomcat 6.0/webapps/~~centric~~/WEB-INF/fileLibrary"

e.g. "c:/Tomcat 6.0/webapps/crm/WEB-INF/fileLibrary"

11. run "ant deploy" to initialize the configuration paths and files

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* GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm

* GATEKEEPER.USER=postgres

* GATEKEEPER.PASSWORD=~~system~~

* 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=~~system~~

* SITE.PASSWORD=postgres

* uncomment PROPERTIES=configured line when finished making changes

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15. run "ant installdb" to install the Centric CRM database

16. start Tomcat

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/~~centric~~''' (1st time use of Centric CRM web-application)

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

* registration, new licence request or restore from existing backup - you obtain license key sent per e-mail

* configuration in next 4 following steps:

I. Setup the file library

* Target Directory: path, e.g. C:\~~CentricCRM~~\fileLibrary

* Target Directory: path, e.g. c:\Tomcat 6.0\webapps\crm\WEB-INF\fileLibrary

II. Setup external servers (mail, fax)

* Time Zone: GMT+1

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* Email Server: ...

* Email Address: ...

* Server URL: ..., e.g. ~~nb-mm~~/~~centric~~

* Server URL: ..., e.g. 193.83.215.177/crm

* (LDAP Server - none)

* (Asterisk Server - none)

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18. browser navigate, login and start to work

END

== Migrate the Data from vTiger CRM to Centric CRM ==

TODO...

(END)

[[Kategorie:Howto]]