Tue, 05/28/2013 - 18:54
Being that I'm pretty heavily involved in Magento, I'm following OroCRM, the open-source content relationship management tool, created by the guys who were very actively involved in Magento's development (Yoav & Jary). I'm very excited about this piece of software, as there is very-much lacking an awesome PHP-based CRM software platform. It's also pretty neat that they released Oro Platform as well for developing all sorts of things (besides just CRM software piece).
As this is a very new piece of software (just released on the date this article is published), there is very little documentation available. I looked for a write-up on installing it, but didn't find anything online. Now, there is a good README.md file after checking out the codebase, but if you are anything like me, you like web documentation! Let's get started.
You really should have this installed already, but if not, go ahead and get git. I like to use Home Brew for managing apps such as this, so let's go ahead and install brew:
ruby -e "$(curl -fsSL https://raw.github.com/mxcl/homebrew/go)"
Then install git:
sudo brew install git
That's it. If you need to install it manually or are on another platform, you can manually download git.
Symfony 2 (what OroCRM is built upon) uses Composer to manage it's dependencies, so let's get that installed with this nice little one-liner:
curl -s https://getcomposer.org/installer | php
Now you might get a line to add detect_unicode = Off to your command line /private/etc/php.ini file, if so, go ahead and do that.
Now let's go ahead and get the actual OroCRM code. I like to place all of my websites in a subdirectory of the ~/Sites folder, but you can place this anywhere you wish. I'll check this out to the ~/Sites/orocrm directory:
git clone http://gitlab.orocrm.com/crm-application.git ~/Sites/orocrm
You'll also need to setup an Apache VirtualHost record and add a local DNS entry, but I won't go into those specifics here. But I must note, be sure to make your base web directory ~/Sites/orocrm/web (not just ~/Sites/orocrm).
OroCRM works off of YAML files, which are just glorified XML files that are easier to read. You'll really like the format of these compared to XML once you get into things.
Let's copy the base parameters.dist.yml file over to our new parameters.yml file so we can make edits to it:
cd ~/Sites/orocrm cp app/config/parameters.dist.yml app/config/parameters.yml
Now open up app/config/parameters.yml and update all of the database params to match your local environment. I use the root user locally with no password, so I just removed the 'root' value for the password and saved the file.
Install Dependencies with Composer
Now that we have our YAML file configured, let's go ahead and install the depedencies with Composer. Note that I was missing the International Components of Unicode package on my Mac, and I also ran out of memory when trying to complete the installer line. So here are two prerequisites:
sudo brew install icu4c ln -s /usr/local/Cellar/icu4c/__VERSION__/bin/icu-config /usr/local/bin/icu-config ln -s /usr/local/Cellar/icu4c/__VERSION__/include/unicode /usr/local/include/unicode
sudo pear install pecl/intl
These install the needed unicode component libraries. Be sure to replace __VERSION__ with the version number of your icu4c. The next step is to add these libraries and raise the memory limit in your /etc/php.ini file. I needed to update memory_limit to 1G and added extension=intl.so to the end of the file.
Now that we are ready to continue, go to the root of your installation (for me it's ~/Sites/orocrm) and run this line:
sudo php composer.phar install
This will install any other packages we happen to need in order to install OroCRM.
We are now finally all prepped and primed to install OroCRM itself. Let's go ahead and run the installer script from command line:
Another thing I had to do is change web/.htaccess to look at app_dev.php instead of app.php. I'm sure this will change with future versions.
Set Proper Permissions
For some final prep, make the cache and logs folders world writable:
sudo chmod -R 777 ~/Sites/orocrm/app/cache
Now all you have to do is fire up your web browser and you should be all set! Your initial login is username: admin, password: admin.