In this article, you will find everything you need to know about installing YetiForce CRM - the necessary information, step-by-step installation instructions, as well as the most common errors and problems. Read all of the following information before proceeding with the installation process.
The installation process of YetiForce CRM is very simple. It is performed like in most web applications, using a browser-based wizard.
Before the installation, check if your server complies with the requirements: Web server requirements or How to install YetiForce on Debian 10
First, prepare the installation files. You can download the system from github.com/YetiForceCompany/YetiForceCRM
Or from the bash console:
cd /home/yfprod/html/ wget -O YetiForceCRM.zip https://github.com/YetiForceCompany/YetiForceCRM/releases/download/6.2.0/YetiForceCRM-6.2.0-complete.zip unzip YetiForceCRM.zip chown -R yfprod:yfprod /home/yfprod/html/
Run the target address of your CRM in the browser window, the system should show the installation wizard. If not, there may be some problems, you can try running the address: __SITE_URL __ /install/Install.php e.g. https://gitdeveloper.yetiforce.com/install/Install.php
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.
In the second step, it is necessary to agree to the license. YetiForce License is very similar to the standard MIT license, it allows modification of the code and to leave information about the initial developer. We recommend reading the license.
Decide where you want to install the system - you can choose your own server or buy our hosting or the cloud. After clicking the "Buy" button you will be able to make the payment.
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.
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 error 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 7 will appear.
Enter the data of the company that will use the CRM, this data will then be used to register the system.
According to the license, each system must be registered after the trial period of 14 days.
When the installation is performed correctly, you will be automatically redirected to the CRM system.