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crm-application's Introduction

OroCRM Application

Welcome to OroCRM an Open Source Client Relationship Management (CRM) tool.

This document contains information on how to download, install, and start using OroCRM. For a more detailed explanation, see the [Installation] chapter.

Important Note: this application is not production ready and is intended for evaluation and development only!

Requirements

OroCRM requires Symfony 2, Doctrine 2 and PHP 5.3.8 or above.

Installation instructions:

Using Composer

[As both Symfony 2 and OroCRM use Composer to manage their dependencies, this is the recommended way to install OroCRM.]

If you don't have Composer yet, download it following the instructions on http://getcomposer.org/ or just run the following command:

    curl -s https://getcomposer.org/installer | php
    git clone http://github.com/orocrm/crm-application.git
  • Make sure that you have installed Java

  • Go to app/config folder and create parameters.yml using parameters.yml.dist as example. Update database name and credentials. Alternatively parameters.yml can be created automatically on the next step when run composer install command, you will be able to customize all the values interactively.

  • Install OroCRM dependencies with composer. If installation process seems too slow you can use "--prefer-dist" option.

    php composer.phar install --prefer-dist
  • Create the database (default name is "oro_crm")

  • Open the OroCRM URL and initialize application with Install Wizard

  • Alternatively with command line

app/console oro:install
  • After installation you can login as application administrator using user name "admin" and password "admin".

Instant messaging between the browser and the web server

To use this feature you need to configure parameters.yml websocket parameters and run server with console command

app/console clank:server --env prod

Reporting

To use this feature you need to run report data collector with console command

app/console oro:report:update --env prod

Demo Data uploading

To upload this feature you need to run console command

php app/console doctrine:fixture:load --verbose --append --no-interaction --env=prod --fixtures=vendor/oro/crm/src/OroCRM/Bundle/DemoDataBundle/DataFixtures

Instant messaging between the browser and the web server

To use this feature you need to configure parameters.yml websocket parameters and run server with console command

app/console clank:server --env prod

Reporting

To use this feature you need to run report data collector with console command

app/console oro:report:update --env prod

Demo Data uploading

To upload this feature you need to run console command

php app/console doctrine:fixture:load --verbose --append --no-interaction --env=prod --fixtures=vendor/oro/crm/src/OroCRM/Bundle/DemoDataBundle/DataFixtures

Checking your System Configuration

Before starting to code, make sure that your local system is properly configured for a Symfony application.

Execute the check.php script from the command line:

    php app/check.php

Access the config.php script from a browser:

http://your_domain/path/to/symfony/app/web/config.php

If you get any warnings or recommendations, fix them before moving on.

crm-application's People

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