How to install a CRM system

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.

YetiForce CRM installation

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

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.

Step 1 - Download and upload system files

First, prepare the installation files. You can download the system from github.com/YetiForceCompany/YetiForceCRM

  1. Download the latest version of CRM
    NOTE - Download the "complete" version (eg. YetiForceCRM-6.2.0-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, using e.g. FileZilla, WinSCP.
  4. Start the installation wizard from a web level (where you copied the files) and follow the steps provided.

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/

Step 2 - Run the installation wizard

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

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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 3 - Reading and accepting the license

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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.

Step 4 - Choose the installation type

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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.

Step 5 - Server configuration verification

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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 6 - Access data configuration

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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 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.

Step 7 - Data summary

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Step 8 - Entering registration data

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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.

Step 9 - Database import and system configuration

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

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  • piątek, 06 wrzesień 2019
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