Toggle navigation

EspoCRM Image Guide

Version 4.2.4

Websoft9 EspoCRM is a pre-configured, ready to run image for running EspoCRM on Alibaba Cloud.

EspoCRM is an Open Source CRM (Customer Relationship Management) software that allows you to see, enter and evaluate all your company relationships regardless of the type. People, companies or opportunities – all in an easy and intuitive interface.It’s a web application with a frontend designed as a single page application based on backbone.js and a REST API backend written in PHP.

Software Version: EspoCRM4.2.4
Software directory: /data/wwwroot/default/espocrm

Basic software environment: LAMP
PHP Configuration File: /usr/local/php/etc/php.ini
Virtual host Configuration File directory: /usr/local/apache/conf/vhost
Virtual host Configuration Command: /root/oneinstack/vhost.sh

Database install directory: /usr/local/mysql
Database data directory: /data/mysql
Database Configuration File: /etc/my.cnf

After the installation of Image,please verify it

  • Login on Alibaba Cloud console,get you Internet IP Address
  • Open you Chrome or Firefox on your local PC,visit the http://Internet IP Address/
  • If verify successfully,you can enter the boot page of Websoft9 below
  • If no response from browser,please check the Security Group settings to ensure that port 80 is been allowed

This Image use MySQL for database

#default user/password:root/123456

MySQL User Guide: Click here

Step1. Create a database

1.login in MySQL:

Method 1:Use following URL to open phpMyAdmin page: http://< Public net IP >/phpMyAdmin

Method 2:Use SSH command to login in.

mysql -uroot –p                                #enter mysql console

 #default user/password:root/123456            More MySQL User Guide: Click here

 

2.create a database:

MySQL [(none)]> create database mydbname;

MySQL [(none)]> show databases;

 

3.Create a Database User and grants permissions to the User:

MySQL [(none)]> grant all privileges on mydbname.* to username@'localhost' identified by 'userpassword';

MySQL [(none)]> flush privileges;

MySQL [(none)]> exit;

before2

Step2. Add a virtual host

Use SSH Command to Add a virtual host:

[root@iZbp1i4rjdsy216yq7lgucZ ~]# cd /root/oneinstack
[root@iZbp1i4rjdsy216yq7lgucZ oneinstack]# ./vhost.sh

Step3. Install EspoCRM

Open your domain name via browser:
1.  Click “Start”;

2.  Accept the license, Click “Next”;

3.  Enter your database configuration, Click “Next”;

4.  Click “Install”;

5.  Set admin account, Click “Next”;

6.  Set system configuration, Click “Next”;

7.  Set your smtp configuration, Click “Next”;

8.  EspoCRM has been successfully installed.

9. Use http://<domain name>/  to go to your index page, Then enter your admin account, Click “Login”;

10. This is the EspoCRM page:

Backup is very import for using any applications,you can use Manual Backup as following steps:

  1. Download the entire Joomla file in you root dictionary by FTP or other tools
  2. Visit http://< Internet IP Address >/phpMyAdmin,login in to the phpMyAdmin Panel
  3. Select you database,then Export
  4. Click “go” button,then download the SQL backup file

We recommend to make a backup of your EspoCRM files and data before upgrade.To upgrade your EspoCRM download appropriate zip file and upload it at Administration > Upgrade.

But If there have not any zip file for you version udgrade,you cant’t upgrade

  1. Download upgrade package from here
  2. Administration > Upgrade,upload it
  3. Then you will get the message “Your EspoCRM will be upgraded to version 4.x.x. This can take some time.”,click the “Run upgrade”
  4. Upgraded successfully

Extensions allow you to add extra functionality to EspoCRM. They can be installed by Administrator panel->Customization->Extensions

EspoCRM provides the ability to fetch emails from IMAP box. This makes possible to use EspoCRM as an email client along with CRM-specific features.

IMAP accounts

User can setup IMAP account on Personal Email Accounts page (Emails tab > top-right menu > Personal Email Accounts).

Specify what folders to monitor in Monitored Folders field. By default it’s set to INBOX. If you use some external email client to send emails you can add Sent folder to archive those emails.

Fetch Since allows you to choose the date emails should be archived from. Set it to some date prior today if you need to archive old emails.

There is an ability to specify Folder in Persnoal Email Account. Incoming emails will be put in that folder.

SMTP accounts

Users can setup SMTP settings in Preferences as well as in thier Personal Email Accounts. Administrator also can allow to use system SMTP (make it Shared).

Users can have multiple SMTP accounts (since version 4.2.0). But email addresses user can use to send emails from are defined by email addresses of User record.

Working with Emails

Emails are fetched by cron (in background) every few minutes (period can specified by Administrator). You can see all your emails at Emails tab. There are standard folders Inbox, Sent, Draft emails at the left side.

Status field. Sent means it was sent from CRM, Archived – fetched from IMAP account or archived manually, Draft – means that email was created as a draft.

When the new email comes the system tries to recognize which record this email belongs to. It can link it with Account, Lead, Opportunity, Case (and Contact in B2C mode) etc. If it wasn’t recognized then user can link it manually by filling in Parent field.

If an email came from a new potential client user can convert it to Lead. Open Email entry and click Create Lead in top-right menu.

It’s also possible to create Task or Case from an email record.

If email addresses (from, to, cc) in an email record are known to the system it will show the person they are related to (Contact, Lead, User etc). If some email address is new you can create contact right from there.

All emails related to specific record are shown in History panel of that record. If some email is related, for example, to opportunity but opportunity is related to the account, it will be shown both in opportunity and account.

Sending Emails

You can compose new email by a few ways:

  • Compose Email button on Emails list view;
  • replying on another email;
  • clicking on an email address of some record;
  • Compose Email action of Activities panel.

There is an ability to select template of your email.

You can setup email signature in Preferences.

Email Folders

Users can create their own email folders to put some of emails in for convenience. List of available folders is available at Emails page at the left side. To create or edit folders follow Emails > dropdown in top-right corner > Folders. Skip Notification means that you wan’t be notified about incoming emails that fall into the certain folder. By utilizing Email Filters it’s possible to put emails in folders automatically by specific criteria.

Email Filters

Administrator can create global email filters to skip not desirable emails. They are available at Administration > Email Filters.

Regular user can create email filters for their Personal Email Accounts or for their entire inbox. They are available at Emails > dropdown in top-right corner > Filters.

There are two types of filters:

  • Skip – email will be put in Trash or not imported if filter is related to Personal Email Account;
  • Put in Folder – imported emails will be put into specified user’s folder automatically.

Email Templates

Email templates are available at Emails > dropdown in top-right corner > Email Templates. They can be used both for mass email sendings and for regular emails. One-off checkbox means that email template supposed to be used only once, what is usual for email marketing.

It’s possible to use placefolders in email template’s body and subject e.g. {Account.name}, {Person.emailAddress}. They will be replaced with values of related records.

You can use additional reserved placefolders in template body: {optOutUrl} and {optOutLink}.

<a href="{optOutUrl}">Unsubscribe</a>

This is unsubscribe link for mass email.

Websoft9 EspoCRM Image have installed the phpMyadmin

phpMyAdmin install directory: /data/wwwroot/default/phpMyAdmin

Linux

Following is the step for access phpMyadmin

  1. Open Chrome or Firefox on your local PC
  2. visit the http://Internet IP Address/phpMyAdmin,you can enter the login page
  3. select you language,Username:root,Password:123456
  4. Click the button “Go”

Windows

Following is the step for access phpMyadmin

  1. User Remote Desktop Connection of Window to connect to you ECS
  2. Install a Chrome or Firefox browser on you ECS
  3. Open Chrome or Firefox on your ECS
  4. visit the http://localhost/phpMyAdmin,you can enter the login page
  5. select you language,Username:root,Password:123456
  6. Click the button “Go”

When install new extension from back-end it will not successful,may be the permissions of file and folder is not appropriate,you should change it

Web site root permissions to follow:
file 644, folder 755 ,Permissions Users and groups www
If there is a file permissions problem, execute the following three commands:

chown -R www.www /data/wwwroot/default/espocrm
find /data/wwwroot/default/espocrm -type d -exec chmod 755 {} \;
find /data/wwwroot/default/espocrm -type f -exec chmod 644 {} \;

Modify the  /usr/local/php/etc/php.ini file to increase the allowed size for uploads:

; Maximum size of POST data that PHP will accept.
post_max_size = 16M
; Maximum allowed size for uploaded files.
upload_max_filesize = 16M

then,restart the apache

# service httpd restart

 

The PHP configuration file allows you to configure the modules enabled, the email settings or the size of the upload files. It is located at /usr/local/php/etc/php.ini.

There are some PHP settings that need to be sufficient to install.

The values for PHP.ini below are suggested values only.

  • memory_limit – Minimum: 64M Recommended: 128M or better
  • upload_max_filesize – Minimum: 20M
  • post_max_size – Minimum: 20M
  • max_execution_time: At Least 120 Recommended: 300

After modifying the PHP configuration file, restart both Apache and PHP-FPM for the changes to take effect:

# service httpd restart

 

If you receive the message “Maximum execution time of 30 seconds exceeded”.You may also like to extend the max_execution_time for PHP and you can modify it by two methods below

Method one: edit your  /usr/local/php/etc/php.ini


; Maximum execution time of each script, in seconds
; http://php.net/max-execution-time
; Note: This directive is hardcoded to 0 for the CLI SAPI
max_execution_time = 90
; Maximum amount of time each script may spend parsing request data. It's a good
; idea to limit this time on productions servers in order to eliminate unexpectedly
; long running scripts.

Method two: edit your .htaccess:


<IfModule mod_php5.c>
php_value max_execution_time 90
</IfModule>

EspoCRM support more than 14+ languages,how to configure the language after installation?

Administrator->Settings,change the language and save it

If you plan to buy ESPO CRM Advanced Pack when using free version, how to use it?

Advanced Pack is an extension. You can install any extension on your instance or remove it, when you want. You don’t need another one.