CRM Installation

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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: https://github.com/YetiForceCompany/YetiForceCRM/releases.
    NOTE: download the "complete" version (eg. YetiForceCRM-4.1.0-complete.zip), if you don't download the "complete" version you will have to use Composer before you install the system.
  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.

It is necessary to explain a few things. A person who is going to install CRM should have a 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 an adequate IT expertise, because the entire installation process should not take more than 30 min. Installation of YetiForce is similar to the installation of applications such as WordPress, Joomla, Drupal, SugarCRM. Differences between particular tools are minor so if you managed to install a CMS system, you will also be able to install YetiForce. 

The installation process is divided into 6 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). 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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In the third step, there is a present web server configuration complied with requirements of our application (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 generating a report is shorter than time for executing a script. 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 following warning message:  

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

Step 4

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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 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 following message will appear:

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 5 will appear. 

Step 5

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

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Step 6

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

Step 7

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Summary

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

  • Thursday, 17 August 2017