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X2CRM Image Guide

Version 6.6

Websoft9 X2CRM is a pre-configured, ready to run image for running X2CRM on Alibaba Cloud.

X2CRM is a next-generation, open source social sales application for small and medium sized businesses. X2CRM was designed to streamline contact and sales actions into one compact blog-style user interface. Add to this contact and colleague social feeds and sales representatives become smarter and more effective resulting in increased sales and higher customer satisfaction.

Application Software(X2CRM6.6)
Software directory: /data/wwwroot/x2crm

Application Server(PHP7.0,APACHE2.4)
PHP Configuration File: /etc/php/7.0/apache2/php.ini
Apache Vhost Configuration File: /etc/apache2/sites-available
Apache Log Files:/var/log/apache2

Database(MYSQL5.7)
Database install directory: /usr/share/mysql
Database data directory: /data/mysql
Database Configuration File: /etc/mysql/mysql.conf.d/mysqld.cnf
PhpMyAdmin install directory: /usr/share/phpmyadmin
Kown more from MySQL User Guide

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 Start Installation page of this Image
  • If no response from browser,please check the Security Group settings to ensure that port 80 is been allowed

Using Chrome or Firefox to visit: http://Internet IP Addres/ to start the tapplication installation process.It is recommended to complete two steps before the installation:

  • Domain resolution if you want to use (Add an A record to the Internet IP Address of Server from your Domain Control Panel)
  • Modify the MySQL password of Root through PhpMyAdmin

Then access the installation page by domain directly and complete the installation wizard for the following steps:

  1. Visit URL: http://Internet IP Address/ to enter the start page of installation
  2. Fill in the Administrator information and Database Connection Info(test it first)

  3. Click the “Install” button to start installation proccess
  4. Then you will receive feedback on successful installation below
  5. Click “Click here to log in to X2CRM”,test the functions of X2CRM

 

Three usernames and passwords are required for application installation, application using, andapplication maintenance:

1、CiviCRM:Username and password is set by youself when installation,
Backend URL:http://Internet IP Address/index.php/site/login
2、MySQL Database:Default username and password is root/123456,
Control Panel URL:http://Internet ip Address/phpmyadmin
3、Linux Server:Username is root,Password is set by youself when buying.You can reset the password through console and restart the Server if you have forgotten it.Please Using the Putty for Remote and WinSCP for SFTP

Routine backup (archives) of the database and application setup is essential to ensure failover is smooth.you can use Manual Backup as following steps:

  1. Download the entire civicrm directory(/data/wwwroot/x2crm) by SFTP or other tools
  2. Visit http://< Internet IP Address >/phpMyAdmin,login in to the phpMyAdmin Panel
  3. Select your database,then Export it
  4. Click “go” button for backup process,and then download the SQL backup file

Before upgrade you should put the site down for maintenance and always Backup your code, data and config files.

There are three basic methods of updating, and variations on each:

  1. web updater,
  2. command line updater, and
  3. manually.

In each case, an update package from the update data server is used as the authoritative list of changes to apply, but in the non-manual methods, X2Engine’s own updater class does all the work applying changes from said package.

Web Updater

The web updater can be accessed by any of the following methods:

  1. Using the link in the notification message at the top of the window in versions or go to Admin->Administartion Tools->System Settings->Update X2CRM
  2. Backup Database and Download Database Backup first
  3. Click the “Apply Changes” button,update proccess is start and will soon be completed
  4. If the update is successful, the system will enter the re-login interface

X2Engine provides the means to send email, natively, within the web application. Furthermore, with Professional Edition, the local MTA on the web server (if any) can be configured to allow X2Engine to receive emails and automatically associate them with the addressee’s contact record.

More details:http://wiki.x2crm.com/wiki/Email_Configuration

Websoft9 Mantis Image have installed the phpMyadmin

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”

If the web application’s administrator’s password has been lost, you will need:

  • Direct access to the database using PHPMyAdmin or some other means
  • (optionally) a software tool for generating MD5 hashes

To reset the password:

  1. Come up with a new secure password and make note of it.
  2. Generate an MD5 hash of the new password, if an MD5 tool is available. Otherwise, the string 5f4dcc3b5aa765d61d8327deb882cf99 can be used (it is the MD5 hash of “password” in all lower-case).
  3. Log into the database.
  4. Set the “password” field in the users table to the new MD5 hash on the admin user, i.e. to set it to lowercase “password” for user “admin”:
    UPDATE x2_users SET password='5f4dcc3b5aa765d61d8327deb882cf99' WHERE username='admin';
    
  5. If “password” was used as the password, log in immediately as the administrator and change the password to something else.

You can use the command to manage the services for Server.Please choose the corresponding command mode according to different types of operating system

Ubuntu Linux

Apache http service

~# systemctl start httpd
~# systemctl stop httpd
~# systemctl restart httpd
~# systemctl reload apache2 #Configuration file

MySQL  service

~# systemctl start mysqld
~# systemctl stop mysqld
~# systemctl restart mysqld

Else

~# a2dismod ModuleName  #disable Apache2 module
~# a2enmod ModuleName    #enable Apache2 module
~# a2ensite Configuration      #enable vhost configuration
~# a2dissiteConfiguration      #disable vhost configuration

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-data
If there is a file permissions problem, execute the following three commands:

chown -R www-data.www-data /data/wwwroot/x2crm
find /data/wwwroot/default/x2crm -type d -exec chmod 755 {} \;
find /data/wwwroot/default/x2crm -type f -exec chmod 644 {} \;

Modify the /etc/php/7.0/apache2/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

# systemctl restart httpd

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 /etc/php/7.0/apache2/php.ini.

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

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

  • memory_limit – Minimum: 256M Recommended: 1G 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:

# systemctl restart httpd

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 /etc/php/7.0/apache2/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>