There are many opensource and commercial CRM platforms available to users. however, for a true community and enterprise CRM software, OroCRM is a great choice.
OroCRM is a good place to start when you’re looking for a customer relationship management solutions for your business. this open source CRM software is written in PHP and offer features that help you run your business and collaborate with your customers.
OroCRM is designed for ease of use to allow enterprises and business owners to collaborate and automate engaging experiences with customers through out the entire process. OroCRM comes in two editions, Community Edition (CE) and Enterprise Edition (EE).
This brief tutorial is going to show students and new users how to install OroCRM on Ubuntu 16.04 LTS with Nginx, MariaDB and PHP 7.1 support.
To get started with installing OroCRM, follow the steps below:
Step 1: Install Nginx HTTP Server on Ubuntu
Nginx HTTP Server is the second most popular web server in use. so install it, since OroCRM needs it.
To install Nginx HTTP on Ubuntu server, run the commands below.
sudo apt update sudo apt install nginx
After installing Nginx, the commands below can be used to stop, start and enable Nginx service to always start up with the server boots.
sudo systemctl stop nginx.service sudo systemctl start nginx.service sudo systemctl enable nginx.service
To test Nginx setup, open your browser and browse to the server hostname or IP address and you should see Nginx default test page as shown below. When you see that, then Nginx is working as expected.
Step 2: Install MariaDB Database Server
MariaDB database server is a great place to start when looking at open source database servers to use with Magento. To install MariaDB run the commands below.
sudo apt-get install mariadb-server mariadb-client
After installing MariaDB, the commands below can be used to stop, start and enable MariaDB service to always start up when the server boots.
Run these on Ubuntu 16.04 LTS
sudo systemctl stop mysql.service sudo systemctl start mysql.service sudo systemctl enable mysql.service
Run these on Ubuntu 17.10 and 18.04 LTS
sudo systemctl stop mariadb.service sudo systemctl start mariadb.service sudo systemctl enable mariadb.service
After that, run the commands below to secure MariaDB server by creating a root password and disallowing remote root access.
sudo mysql_secure_installation
When prompted, answer the questions below by following the guide.
- Enter current password for root (enter for none): Just press the Enter
- Set root password? [Y/n]: Y
- New password: Enter password
- Re-enter new password: Repeat password
- Remove anonymous users? [Y/n]: Y
- Disallow root login remotely? [Y/n]: Y
- Remove test database and access to it? [Y/n]: Y
- Reload privilege tables now? [Y/n]: Y
Restart MariaDB server
To test if MariaDB is installed, type the commands below to logon to MariaDB server
sudo mysql -u root -p
Then type the password you created above to sign on. if successful, you should see MariaDB welcome message
Step 3: Install PHP 7.1-FPM and Related Modules
PHP 7.2 isn’t available on Ubuntu default repositories. in order to install it, you will have to get it from third-party repositories.
Run the commands below to add the below third party repository to upgrade to PHP 7.1-FPM
sudo apt-get install software-properties-common sudo add-apt-repository ppa:ondrej/php
Then update and upgrade to PHP 7.1-FPM
sudo apt update
Next, run the commands below to install PHP 7.2 and related modules.
sudo apt install php7.1-fpm php7.1-common php7.1-curl php7.1-intl php7.1-mbstring php7.1-mcrypt php7.1-json php7.1-xmlrpc php7.1-soap php7.1-mysql php7.1-gd php7.1-xml php7.1-cli php7.1-zip
After installing PHP 7.2, run the commands below to open PHP default config file for Nginx.
sudo nano /etc/php/7.1/fpm/php.ini
Then make the changes on the following lines below in the file and save. The value below are great settings to apply in your environments.
file_uploads = On allow_url_fopen = On memory_limit = 512M upload_max_filesize = 100M cgi.fix_pathinfo = 0 max_execution_time = 360 date.timezone = America/Chicago
After making the change above, save the file and close out.
Step 3: Restart Nginx
After installing PHP and related modules, all you have to do is restart Nginx to reload PHP configurations.
To restart Nginx, run the commands below
sudo systemctl restart nginx.service
Step 4: Create OroCRM Database
Now that you’ve install all the packages that are required, continue below to start configuring the servers. First run the commands below to create OroCRM database.
Run the commands below to logon to the database server. When prompted for a password, type the root password you created above.
sudo mysql -u root -p
Then create a database called orocrm
CREATE DATABASE orocrm;
Create a database user called orocrmuser with new password
CREATE USER 'orocrmuser'@'localhost' IDENTIFIED BY 'new_password_here';
Then grant the user full access to the database.
GRANT ALL ON orocrm.* TO 'orocrmuser'@'localhost' IDENTIFIED BY 'user_password_here' WITH GRANT OPTION;
Finally, save your changes and exit.
FLUSH PRIVILEGES; EXIT;
Step5: Install Node.js and Composer
OroCRM requires Node.js and Composer to be installed on the system. you’ll need these tools to download and install OroCRM. To install these packages, run the commands below
curl -sS | sudo php -- --install-dir=/usr/local/bin --filename=composer
The commands above will download Composer from its maintainer page and install it into the /usr/local/bin directory. this is a local global directory for application executables.
If you don’t have curl installed, run the commands below to install it along with git. then rerun the commands above.
sudo apt install curl git
Next, run the commands below to install Node.js
sudo curl --silent --location | sudo bash - sudo apt install nodejs
Step 6: Download OroCRM Latest Release
Next, visit OroCRM site and download the latest version.
After downloading, run the commands below to extract the download file into Nginx root directory.
cd /var/www/html/ sudo git clone -b 2.4 orocrm cd orocrm sudo composer install --prefer-dist --no-dev
When you run the commands above, you’ll be asked for the database connection info you created above.
Some parameters are missing. Please provide them. database_driver (pdo_mysql): database_host (127.0.0.1): database_port (null): database_name (oro_crm): orocrm database_user (root): orocrmuser database_password (null): user_password_here mailer_transport (smtp): mailer_host (127.0.0.1):
Next, run the commands below to complete the installation
sudo php app/console oro:install --env=prod
During the setup, you’ll be prompted to create an admin account to manage the backend.
Administration setup. Application URL (): Organization name (OroCRM): Username (admin): Email: [email protected] First name: Richard Last name: W Password: Load sample data (y/n): y
Then run the commands below to set the correct permissions for OroCRM to function.
sudo chown -R www-data:www-data /var/www/html/orocrm/ sudo chmod -R 755 /var/www/html/orocrm/
Step 7: Configure Nginx
Finally, configure Apahce2 site configuration file for OroCRM. This file will control how users access OroCRM content. Run the commands below to create a new configuration file called orocrm
sudo nano /etc/nginx/sites-available/orocrm
Then copy and paste the content below into the file and save it. Replace the highlighted line with your own domain name and directory root location.
server {
listen 80;
listen [::]:80;
root /var/www/html/orocrm/web;
index index.php index.html index.htm;
server_name example.com www.example.com;
client_max_body_size 100M;
location / {
try_files $uri /app.php$is_args$args;
}
location ~ ^/(app|app_dev|config|install)\.php(/|$) {
include snippets/fastcgi-php.conf;
fastcgi_pass unix:/var/run/php/php7.1-fpm.sock;
fastcgi_param SCRIPT_FILENAME $document_root$fastcgi_script_name;
}
}
Save the file and exit.
Step 8: Enable the OroCRM
After configuring the VirtualHost above, enable it by running the commands below
sudo ln -s /etc/nginx/sites-available/orocrm /etc/nginx/sites-enabled/
Step 9: Restart Nginx
To load all the settings above, restart Nginx by running the commands below.
sudo systemctl restart nginx.service
Then open your browser and browse to the server domain name followed by install. You should see Concrete5 setup wizard to complete. Please follow the wizard carefully.
Then type the admin username and password you creatd above to sigin.
Enjoy!
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