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Installing Zurmo on Ubuntu Sever 14.10

Introduction

Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. It can be used to:
  • Create and Track Project progress
  • Create Customer Accounts
  • Tasks - Associate Tasks to Accounts and/or Projects
  • Customize fields of Tasks, Accounts etc.
  • Generate Reports etc.


Objective

The final objective is to install Zurmo 2.8.5 on Ubuntu Server 14.10


Assumptions

  • Fresh Install of Ubuntu Server 14.10
  • SSH enabled (sudo apt-get install ssh-server)
  • User has sudo or root privileges


Step 1: Install the Apache Webserver

sudo apt-get install apache2 -y


Step 2: Install MySQL Server

sudo apt-get install mysql-server -y


Step 3: Install PHP5

sudo apt-get install php5 -y
sudo apt-get install php5-mysql -y
sudo apt-get install php5-memcache -y
sudo apt-get install php5-curl -y
sudo apt-get install php-apc -y
sudo apt-get install php-soap -y
sudo apt-get install php5-imap -y
sudo apt-get install memcached -y
sudo apt-get install php5-gd -y
sudo apt-get install php-pear -y
sudo apt-get install php5-mcrypt phpmyadmin -y
sudo apt-get install php-net-imap -y
sudo apt-get install php-net-ldap -y


Step 4: Install aenmod

sudo a2enmod deflate


Step 5: Edit php.ini

sudo vim /etc/php5/apache2/php.ini

Edit the following in /etc/php5/apache2/php.ini

max_execution_time = 300
memory_limit = 256M
post_max_size = 20M
upload_max_filesize = 20M
date.timezone = America/Los_Angeles


Step 6: Create Symlinks, enable modules and restart Apache

sudo ln -s /etc/php5/conf.d/mcrypt.ini /etc/php5/mods-available
sudo ln -s /etc/php5/conf.d/imap.ini /etc/php5/mods-available
sudo php5enmod mcrypt
sudo php5enmod imap
sudo service apache2 restart


Step 7: Download and Install Zurmo v2.8.5

cd /var/www/html
sudo wget http://dev2.zurmo.com/downloads/zurmo-stable-2.5.8.6b325d100aff.tar.gz
sudo tar -xvzf zurmo-stable-2.5.8.6b325d100aff.tar.gz
cd /var/www/html
sudo chown root:root -R zurmo
sudo chmod 777 -R zurmo


Step 8: Configure Zurmo

Navigate to the your browser and point it to the following URL:
http://Ubuntu-Server-IP/zurmo
Replace Ubuntu-Server-IP with your own IP address.

Click on "Click to Start"


Click on "Continue"


Configure the database and hit "Install"

  • Set the "Database Admin Username" - In our case it is root
  • Set the "Database Admin Password" - Type in the password that was configured during MySQL Installation
  • Set the "Database Name" to zurmo
  • Set the "Database Username" to zurmo
  • Set the "Database Password" to anything you wish
  • Set the "Super User Password" to anything you wish


Step 9: Login using the superuser credentials


The superuser username is: super
The superuser password is: configured during installation


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