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Zurmo Image Guide

Version 3.2.1

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

Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social, and gamified. It use a test-driven methodology for building every part of the application. This means you can create and maintain a custom-built CRM system or platform with the assurance that future updates are not going to break your installation. Head over to the forums to learn more.

Software Version: Zurmo3.2.1
Software directory: /data/wwwroot/default/zurmo

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

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

Step1. Add a virtual host

Use SSH Command to Add a virtual host:

[root@iZbp1i4rjdsy216yq7lgucZ ~]# cd /root/oneinstack

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

Step2. Install Zurmo

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

2. Click “Continue”;

3. Fill in Database configuration and Super User Password,Click “Install”;

4. OK,it has been installed successfully,Click “Sign in”;

5. Fill in Username and Password,Click “Sign in”(Default Usename is “super“);

The page appears:

This Image use MySQL for database

#default user/password:root/123456

MySQL User Guide: Click here

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 LimeSurvey files 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

Zurmo upgrades between stable versions are incremental. So if you are currently using 0.8.00, to upgrade to 0.9.00, you would first need to upgrade from 0.8.00 to 0.8.50, then from 0.8.50 to 0.9.00.

Please visit:http://zurmo.org/upgrades to learn how to upgrade Zurmo.

 

Zurmo support multi-languages,how to use your languages?

  1. login as super,then go to Dashboard->Administrator->Languages
  2. Click the button “Active”,you can acitve your language
  3. Administration->Users>Super User,edit it and then select the language you wan to use

To change the name of a module in Zurmo:

  1. Click on the Admin link.
  2. Click on Designer.
  3. Click the name of the Module you want to rename.
  4. Click on the General link.
  5. In the appropriate spaces, enter the new module name in singular and plural format in lowercase.
  6. Click Save.

All references to the module will now be updated throughout the application.

Roles enable you to set up an organization-wide hierarchy. Users at a higher hierarchy can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless Group Rights specify otherwise. This ensures that managers can view and edit the same records as their employees. A user can only belong to one role.

Executive: Jason and Sally are able to view their individual records, as well as the records of Sam, Katie, Jill, Jim, John, and Mary.Manager – East: Katie and Jill are able to view their individual records, as well as the records of Jim and John.Manager – West: Sam can view his own records, as well records for Mary.Associate: Jim and John can only view their own records.

Assistant: Mary can only view her own records.

To create a new role:

  1. Click on the Admin link.
  2. Go to Roles.
  3. From the Roles menu, select Create Role.
  4. Enter the Role name, populate a Parent role (if applicable) and click Save.

To add a user to a role:

  1. Click on the Admin link.
  2. Go to Users.
  3. Click on the User you wish to add and click Edit.
  4. Populate the Role field and click Save.

In this example, let’s imagine all the below users belong to one group with the Module Permissions of the group all set to ‘Not Set – Ad-hoc / Owner’:

Websoft9 Zurmo 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 or 127.0.0.1/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/zurmo
find /data/wwwroot/default/zurmo -type d -exec chmod 755 {} \;
find /data/wwwroot/default/zurmo -type f -exec chmod 644 {} \;

The upload attachment file size in Zurmo is determined by your server’s PHP and mysql settings.

Two settings can be modified in the php.ini file:

  • post_max_size
  • upload_max_filesize

‘post_max_size’ is the limit for all the content of your post, while ‘upload_max_filesize’ is specific to a single attachment size. Many people choose ‘post_max_size’ to be a multiple of ‘upload_max_filesize’ to allow multiple files to be uploaded, but this is not essential.

The third setting is set in mysql .ini or .cnf file(depends on the setup you have):

  • max_allowed_packet

‘max_allowed_packet’ is the maximum size of one packet or any generated/intermediate string. You will need to restart mysql if you make a change to this file.

Zurmo limits the max upload size of a single attachment to be the smallest value of the three settings listed above.

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.

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:

# 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>