CRM Installation

The installation process of YetiForce CRM is very simple. In order to install CRM follow the steps below:

  1. Download the latest version of CRM from GitHub.
    NOTE - Download the "complete" version (eg. YetiForceCRM-5.2.0-complete.zip). If you don't download the "complete" version, you will have to install the libraries using yarn and composer before installing the system.
    The right order is important - first yarn, then composer.
    A sample installation script can be downloaded from here.
  2. Unzip the file, with e.g. 7-Zip.
  3. Copy a directory to a web server, with e.g. FileZilla.
  4. Start the installation wizard from a web level (where you copied the files) and follow the steps provided.

IMPORTANT INFORMATION
A person who is going to install the CRM system should have at least basic knowledge of web servers, databases and server privileges. 99% of installation issues come from people with insufficient experience attempting to install the system. If you are not sure whether you manage on your own, you can ask somebody with adequate IT expertise. The entire installation process will take up to 30 minutes. Installation of YetiForce is similar to the installation of applications such as WordPress, Joomla, Drupal. Differences between particular tools are minor so if you managed to install a CMS system, you will also be able to install YetiForce CRM. 

The installation process is divided into steps. Each step is a subsequent bookmark that appears after running an installation wizard.

Step 1

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On the start screen, there are options allowing to select a language of the installation (browser language is a default language) and to choose an installation mode (new installation or migration from a different system). We will go through the steps of a new installation. Click "Install" and proceed to the next step. 

Step 2

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In the second step, it is necessary to agree to the license. YetiForce License is very similar to the standard GPL license, it allows modification of the code and to leave information about the initial developer. We recommend reading the license.

Step 3

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Decide where you would like to install the system - you can choose your own server or purchase our hosting or cloud. When you click "Buy", you will be able to make a payment.

Step 4

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In the fourth step, there is a present web server configuration complied with requirements of YetiForce CRM (what needs to be changed and to which value). It is necessary to remember that this configuration may change according to different requirements applied to the CRM application and a deployment company should take it into consideration. For example, if you generate large reports that have a longer generating time than the maximum time set in "max_execution_time" parameter, then it is necessary to set the parameters in such a way that time of executing a script is always longer than time for generating a report. Otherwise, reports may not be generated successfully.

Make sure your administrator is familiar with web server requirements. If all required parameters are not fulfilled and you attempt to proceed with the installation, the application will display the warning message.

Please be aware of the risks associated with an inappropriate web server configuration, you can click "OK" and move on.

Step 5

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At this point, you need to enter access data to a database as well as set output parameters for the CRM system. A database will be created on the basis of this data (when this option has been activated). The structure of a database will be copied together with basic records and an administrator account will be created so after completing the installation it will be possible to login to this account.

If incorrect access data is entered into the database, the message will be displayed.

In this case, it is necessary to go back and enter the correct access data. If everything is all set correctly, the screen from Step 6 will appear. 

Step 6

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Please confirm if the following data is correct and then click the button "Next".

Step 7

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The last step before the actual installation. Enter company details and click "Next" to begin the installation process.

Step 8

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Summary

When the installation is performed correctly, you will be automatically redirected to the CRM system.

  • Friday, 06 September 2019