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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]] |
Aktuelle Version vom 24. Januar 2013, 03:54 Uhr
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 Centric CRM, goto "Community" section and then confirm inscription
- download source code from, e.g. with Tigris Subversion 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)