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(This is the Installation guide for Centric CRM.)
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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., 2007-08-09
Have fun
 
''MM, Dataphone Ltd., 2007-08-09''




Zeile 11: Zeile 13:




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


'''Prerequisites:'''
'''Prerequisites:'''
* user registration at
* user registration at [http://www.centriccrm.com Centric CRM], goto "Community" section and then confirm inscription
[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]
* download source code from, e.g. with Tigris Subversion
[https://svn.centricsuite.com/webapp/branches/branch-41 SVN]
* platform:
* platform:
- operating system: any - e.g. Microsoft Windows too
* operating system: any - e.g. Microsoft Windows too
 
* database servers: many - Centric reference is PostgreSQL
- 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
- application server: some - e.g. jBoss, but Centric reference is Apache Tomcat
* server integration: SMTP server (Fax, XMPP, Asterisk, LDAP)
 
- Java VM: some, depends on Application Server - e.g. Sun Java 1.5 JRE
 
- server integration: SMTP server (Fax, XMPP, Asterisk, LDAP)


* hardware:
* hardware:
- Dual processors or 2 cores (of any size) are recommended, as Centric CRM makes use of multi-threaded Java operations. Centric CRM is lightweight. Any server you can buy today is generally more than you’ll need. However, configure it based on the needs of your organization. If you will be supporting many simultaneous users, configure more and faster CPUs and more memory. If 100% uptime is required, a second spare server is recommended. If your organization plans to save lots of documents, increase the drive space. A single server can be used for the web server, database server, and mail server.
* A sensible server for real use might be:
 
    A single dual core processor;
- A sensible server for real use might be:
    2GB RAM;
 
    Disk to suit the purpose
<nowiki>
  A single dual core processor;
  2GB RAM;
  Disk to suit the purpose
</nowiki>


- This configuration is enough for all but the most serious application and will serve over 1000 users.




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* IBM Notebook R51, 1GB RAM with WinXP
* IBM Notebook R51, 1GB RAM with WinXP
* DNS name: nb-mm
* DNS name: nb-mm


'''Used software:'''
'''Used software:'''
Zeile 54: Zeile 46:
* postgresql-8.1.9-1.msi
* postgresql-8.1.9-1.msi
* (netbeans-6.0m9-full-windows.exe), where Apache Ant v1.6.2+ included
* (netbeans-6.0m9-full-windows.exe), where Apache Ant v1.6.2+ included


'''Steps for a successful installation:'''
'''Steps for a successful installation:'''
1. install the '''*Sun Java JRE 5.0'''
 
1. install the '''Sun Java JRE 5.0'''


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
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
Zeile 67: Zeile 61:


6. install '''PostgreSQL 8.1'''
6. install '''PostgreSQL 8.1'''
* Standard installation steps with Wizard installer ... TODO
* Standard installation steps with Wizard installer ... TODO
* Define database with UNICODE encoding
* Define database with UNICODE encoding
* Create database name "centric_crm"; for username "centric_crm"
* Create database name "centric_crm"; for username "centric_crm"
* User "centric_crm" should occupy full access controll to "centric_crm" database
* User "centric_crm" should occupy full access controll to "centric_crm" database


7. install '''deploy Centric CRM'''
7. install '''deploy Centric CRM'''
8. check the system environment settings
8. check the system environment settings
* JAVA_HOME=path, e.g. "c:\java\jdk1.5.0_06"
* JAVA_HOME=path, e.g. "c:\java\jdk1.5.0_06"
* JAVA_OPTS="-Xms256m -Xmx256m -XX:PermSize=64m -XX:MaxPermSize=128m"
* JAVA_OPTS="-Xms256m -Xmx256m -XX:PermSize=64m -XX:MaxPermSize=128m"
* ANT_HOME=path, e.g. "c:\Sun\AppServer\lib\ant"
* ANT_HOME=path, e.g. "c:\Sun\AppServer\lib\ant"
* ANT_OPTS="-Xmx192m -Xms192m"
* ANT_OPTS="-Xmx192m -Xms192m"
* PATH=%PATH%;%JAVA_HOME%\bin;%ANT_HOME%\bin
* PATH=%PATH%;%JAVA_HOME%\bin;%ANT_HOME%\bin
* in Tomcat's configuration editor, increase memory to 256MB
* in Tomcat's configuration editor, increase memory to 256MB


9. in working source code directory, copy home.properties.example to home.properties
9. in working source code directory, copy home.properties.example to home.properties


10. edit home.properties
10. edit home.properties
* Map CATALINA_HOME to the Tomcat base directory, e.g. "c:/Tomcat 6.0"
* 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"
* Map CENTRIC_HOME to "centric" in Tomcat's webapps directory,
* Map CENTRIC_FILELIBRARY to a directory outside of Tomcat that will be used for storing Centric CRM data, e.g. "c:/Tomcat 6.0/webapps/centric/WEB-INF/fileLibrary"
  e.g. "c:/Tomcat 6.0/webapps/centric"
* Map CENTRIC_FILELIBRARY to a directory outside of Tomcat that will be used for
  storing Centric CRM data,
  e.g. "c:/Tomcat 6.0/webapps/centric/WEB-INF/fileLibrary"


11. run "ant deploy" to initialize the configuration paths and files
11. run "ant deploy" to initialize the configuration paths and files
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13. make sure to read the instructions in build.properties and make sure to configure and uncomment one of the database connection types
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
* SYSTEM.LANGUAGE=de_DE
* WEBSERVER.TYPE=catalina
* WEBSERVER.TYPE=catalina
* GATEKEEPER.DBTYPE=postgresql
* GATEKEEPER.DBTYPE=postgresql
* GATEKEEPER.DRIVER=org.postgresql.Driver
* GATEKEEPER.DRIVER=org.postgresql.Driver
* GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm
* GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm
* GATEKEEPER.USER=postgres
* GATEKEEPER.USER=postgres
* GATEKEEPER.PASSWORD=system
* GATEKEEPER.PASSWORD=system
* SITE.DBTYPE=postgresql
* SITE.DBTYPE=postgresql
* SITE.DRIVER=org.postgresql.Driver
* SITE.DRIVER=org.postgresql.Driver
* SITE.URL=jdbc:postgresql://127.0.0.1:5432/
* SITE.URL=jdbc:postgresql://127.0.0.1:5432/
* SITE.USER=postgres
* SITE.USER=postgres
* SITE.PASSWORD=system
* SITE.PASSWORD=system
* uncomment PROPERTIES=configured line when finished making changes
* uncomment PROPERTIES=configured line when finished making changes


14. run "ant deploy" to compile and install Centric CRM
14. run "ant deploy" to compile and install Centric CRM
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* registration, new licence request or restore from existing backup - you obtain license key sent per e-mail
* registration, new licence request or restore from existing backup - you obtain license key sent per e-mail
* configuration in next 4 following steps:
* configuration in next 4 following steps:
  I. Setup the file library
I. Setup the file library
       * Target Directory: path, e.g. C:\CentricCRM\fileLibrary
       * Target Directory: path, e.g. C:\CentricCRM\fileLibrary
  II. Setup external servers (mail, fax)
II. Setup external servers (mail, fax)
       * Time Zone: GMT+1
       * Time Zone: GMT+1
       * Language/Locale: Deutsch
       * Language/Locale: Deutsch
Zeile 127: Zeile 125:
       * Email Server: ...
       * Email Server: ...
       * Email Address: ...
       * Email Address: ...
            * Server URL: ..., e.g. nb-mm/centric
      * Server URL: ..., e.g. nb-mm/centric
            * (LDAP Server - none)
      * (LDAP Server - none)
            * (Asterisk Server - none)
      * (Asterisk Server - none)
            * (XMPP Server - none)
      * (XMPP Server - none)
            * (Fax - none)
      * (Fax - none)
        1. Setup the database
III. Setup the database
            * Type of Database: PostgreSQL
      * Type of Database: PostgreSQL
            * IP address: 127.0.0.1
      * IP address: 127.0.0.1
            * Database Port: 5432
      * Database Port: 5432
            * Database Name: centric_crm
      * Database Name: centric_crm
            * Database Username: centric_crm
      * Database Username: centric_crm
            * Database Password: ..., e.g. centric_crm
      * Database Password: ..., e.g. centric_crm
        1. Setup the Centric CRM administrative user account
IV. Setup the Centric CRM administrative user account
            * Create administrator user
      * Create administrator user
      1. Compile JSPs
 
  1. browser navigate, login and start to work
* Compile JSPs
 
18. browser navigate, login and start to work


END
END

Version vom 10. August 2007, 12:21 Uhr

This is the Installation guide for Centric CRM.

Have fun

MM, Dataphone Ltd., 2007-08-09


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 limits 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 1.5 JRE
* 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:

  • IBM Notebook R51, 1GB RAM with WinXP
  • DNS name: nb-mm


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 JRE 5.0

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 

* Standard installation steps with Wizard installer ... TODO
* Define database with UNICODE encoding
* Create database name "centric_crm"; for username "centric_crm"
* User "centric_crm" should occupy full access controll to "centric_crm" database

7. install deploy Centric CRM

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/centric"
* Map CENTRIC_FILELIBRARY to a directory outside of Tomcat that will be used for
  storing Centric CRM data,
  e.g. "c:/Tomcat 6.0/webapps/centric/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=system
* SITE.DBTYPE=postgresql
* SITE.DRIVER=org.postgresql.Driver
* SITE.URL=jdbc:postgresql://127.0.0.1:5432/
* SITE.USER=postgres
* SITE.PASSWORD=system
* 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

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)

  • 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
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. nb-mm/centric
     * (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

END

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