Installing 1CRM on Ubuntu

1. Download the 1CRM Zip file (use Applications – Favorites – Firefox Web Browser to browse to the download URL). Next, unzip it within your Downloads folder (use Applications – Favorites – Files). Download these files from  our website, and drag and drop then into the /docs folder you will find amongst your unzipped set of files:

• User Guide
• Implementation Guide

Rename them as simply UserGuide.pdf, and InstallGuide.pdf. These are the PDFs of the documentation for 1CRM. The Implementation Guide PDF (InstallGuide.pdf) is accessed via a link available in the installation wizard (coming up soon). The User Guide PDF (UserGuide.pdf) is linked from the online help system available to all users.  

Now zip up all these unzipped files again, and make a replacement 1crm.zip file within your Downloads folder – one which now includes these two large PDF files. 

2. Now open a Terminal window (Applications – Favorites – Terminal), and enter the command:  
   sudo mv /home/username/Downloads/1crm.zip /var/www/html/

This will move the 1crm.zip file into the /var/www/html folder where it needs to be in order to run. The mv command moves the 1crm zip file from your username/Downloads folder into the root folder from which Apache serves web content. Replace the username in that first command with the username you are logged in as.

3. Now enter:  cd /var/www/html/
   And then:  sudo unzip 1crm.zip
   This unzips the 1crm.zip file in the correct folder on the Virtual Machine. 
4. Now enter:  sudo chown -R www-data:www-data .
   Then:  sudo chmod -R ug+rwX .
   This sets the correct permissions on the files in /var/www/html. 
5. Next, enter the command:
   systemctl restart apache2.service (to restart the web server again)
6. Now use Applications – Favorites – Firefox to browse to the URL localhost. You should see the 1CRM Installer Welcome screen, as shown in the figure below. You’re getting close to the finish line! 

Just click on the Start button. The 1CRM license acceptance screen is the next one you will see: 

7. Install Step 1: License Acceptance – Click on the I Accept checkbox, and then on the Next button. 

8. Install Step 2: System Check – Now you see the 1CRM system check screen. The 1CRM installer checks several aspects of the installation environment, and reports their status to you on this screen. You will see a series of green (and perhaps a few red or blue) status messages down the right hand side of the screen.

If they are all green, click on the Next button to proceed to the next step of the 1CRM installation process.

If any are red, you should act on any diagnostic details provided beside the highlighted issue, and go back to your server setup to see where things went wrong.

9. Install Step 3: Database Configuration (see the figure below) – Set Host Name to localhost, Database Name to onecrm, Database User Name to onecrm, and Database Password to whatever you like (crm86dbpsw is one suggestion).

Click on Create Database and Create User if this is a new installation.

Click on Drop & Recreate Existing Tables only if this is a re-installation.

Click on Populate database with Demo Data if you would like some test data created for you.

Set the Privileged Database User Name to root, and the Privileged Database User Password to the root password for MySQL (as defined in the section Configure MySQL).

Then click on the Next button. 

10. Install Step 4: Site Configuration – As shown in the figure below, enter the new password you wish for the 1CRM Admin user, and confirm it. You can set the URL as you like – but make sure it is an absolute URL not a relative one, and that is is a URL that is usable externally, not a LAN IP address or similar. This is a critical point – if you do not do this correctly, you will have many severe issues down the line with your installation.

Note: Make certain the URL of the 1CRM Instance field is set to an absolute URL that is addressable externally! Also make sure that the URL can be resolved locally on the server running 1CRM. This is of critical importance.

Then click on the Next button to proceed to Install Step 5.

Note: The checkbox Save Installer Configuration is used at Step 4 of the installation process to tell the installer that you want to make an 1CRM installation template from this installation session.  Later on, at Step 7 (if installing without demo data) or Step 9 (with demo data) you will see a link to download the installer_config.zip file.

11. Install Step 5: Locale Settings – As shown in the figure below, you can upload language packs at this time. You can also set your installation’s default localization values for date, time, currency and character sets, etc.. Once you have done that, then click on the Next button to proceed to Install Step 6.

Note: Selecting your default currency on this screen is a critical item. You cannot change it after the system is installed and running. This is your only chance to set a default currency other than US$.

12. Install Step 6: Confirm Settings – This screen (see figure below) simply shows you all the settings you have provided for the 1CRM installation. If they look correct, click on the Install button to proceed with the actual 1CRM installation. 

13. Install Step 7: Perform Setup – You should see a screen like the first figure below. Note it will take a minute or two to complete – so be patient! The progress bar goes from left to right for each step of the process. When a step is complete, it gets a check mark, and the next step begins. By the time the setup is complete (as shown in the second figure below) your 1CRM installation is ready to go – unless you chose to have demo data installed. If demo data is being installed, Install Steps 8 and 9 will be performed, as shown below. If not, just skip down to the paragraph below which begins with “Congratulations – you’re done.”. 

14. Install Step 8: Demo Data Configuration – On this screen you select what demo data you would like to have installed. At the top of the screen is a convenient checkbox to select or de-select all of the items. Notice that some items will automatically select other items, as there are dependencies between various items of data.  

15. Install Step 9: Demo Data Installation – This screen is a bit like Install Step 7, in that a series of progress indicator bars are generated, each leaving behind it a step of the demo data installation with a check mark once it is completed. Eventually your screen should resemble the one below, once all the demo data selected has been added to your database.  

Note: The checkbox Save Installer Configuration is used at Step 4 of the installation process to tell the installer that you want to make a 1CRM installation template from this installation session.  Later on, at Step 7 (if installing without demo data) or Step 9 (with demo data) you will see a link to download the installer_config.zip file (see Figure above). Once you have downloaded the file, it may be used as part of the one-step installer process – typically by system admins making trial sites or sandboxes for testing. 

To perform a one-step install, browse to http://yoursite.com/install.php?auto. A screen similar to the Step 3: Database Configuration screen above is displayed. It contains a set of options that are unique to each 1CRM instance (db configuration, mainly).  The installer_config.zip file can be uploaded from this screen. If it is uploaded, any options chosen when creating the config file (localization, demo data, language packs etc) will apply to this new installation. (The Admin user password is always set to admin.) After clicking Next, the installation begins without any further input.

The installer can be launched via command line as well. Enter php install.php –help to see the list of command line options. We recommend you su to the web server user before running the installer. The installer_config.zip file can also be used with the command line installer.

16. Congratulations – you’re done. Just click on the Finish button to login to 1CRM for the first time.

17. Log in, using the user name admin, and the admin password you provided in step 9 (Install Step 4) above. 

18. The first time you login, the system will take you automatically to License & Support on the Admin menu screen. (Note: Before you get to the license screen, you may first see a System Bulletin for the highlights of this release, and be asked to set your time zone.) 

19. Enter your license key in the Quick Update field, and click on the Update button. You will see a screen like the one below, confirming that the license key has been applied successfully. If you are installing the 1CRM Startup Edition, instead of entering a license key just click on the Request License button, enter your license and registration information into the popup form that appears, and then click on the Send Request button. 

(Note: Your server must be connected to the Internet as you perform this step.)

20. Click on Return to List, and you should see your license information displayed somewhat like this: