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Aaron Riedener edited this page Aug 12, 2017 · 49 revisions

koalixcrm Installation

Support

There will be a list of local Support in your Country as soon as I get some information about that. Currently there is only one: Me of cause ;-) Visit my website: http://www.koalix.com to get more information about my services.

Requirements

django 1.11

django is an open source web application framework, written in Python, which follows the model-view-controller architectural pattern. It was originally developed to manage several news-oriented sites for The World Company of Lawrence, Kansas, and was released publicly under a BSD license in July 2005; the framework was named after gypsy jazz guitarist Django Reinhardt. In June 2008 it was announced that a newly formed Django Software Foundation will take care of Django in the future.

http://www.djangoproject.com/

django-filebrowser-no-grappelli

Filebrowser, needed to serve the template files

apache fop

Formatting Objects Processor (FOP) is a Java application that converts XSL Formatting Objects (XSL-FO) files to PDF or other printable formats. FOP was originally developed by James Tauber who donated it to the Apache Software Foundation in 1999. It is part of the Apache XML Graphics project. http://xmlgraphics.apache.org/fop/

ubuntu 17.04

sudo bash
apt-get install apache2 fop libapache2-mod-wsgi postgresql virtualenv python3.5
sudo su postgres
psql
ALTER USER postgres WITH PASSWORD 'youradminpasswordforpostgresql'; 
CREATE USER koalixcrm WITH PASSWORD 'passwordforkoalixcrmdatabase';
CREATE DATABASE koalixcrm ENCODING 'UTF8'; \q
exit

Create a generic django project

mkdir /var/www/koalixcrm
virtualenv --no-site-package --python=/usr/bin/python3.5 /var/www/koalixcrm/koalixcrm_env
source /var/www/koalixcrm/koalixcrm_env/bin/activate
pip install koalix-crm
cd /var/www/koalixcrm
django-admin startproject test_koalixcrm

Import koalixcrm to your project

Open the file called settings.py nano /var/www/koalixcrm/test_koalixcrm/test_koalixcrm/settings.py

Search in the file the variable defintion "INSTALLED_APPS" Add following lines to the at the end of INSTALLED_APPS: 'koalixcrm.crm', 'koalixcrm.accounting', 'koalixcrm.djangoUserExtension', 'koalixcrm.subscriptions', 'filebrowser'

After INSTALLED_APPS, add following lines:
KOALIXCRM_PLUGINS = (
    'koalixcrm.subscriptions',
)

At the very end of the seetings.py file add the following lines: STATIC_URL = '/static/' STATIC_ROOT = os.path.join(BASE_DIR, 'static/')

MEDIA_URL = "/media/"
MEDIA_ROOT = os.path.join(BASE_DIR, 'media/')

PROJECT_ROOT = BASE_DIR

# Settings specific for koalixcrm
PDF_OUTPUT_ROOT = os.path.join(STATIC_ROOT, 'pdf/')  

# Settings specific for filebrowser
FILEBROWSER_DIRECTORY = 'uploads/'

open the urls.py file nano urls.py

from django.conf.urls.static import *
from django.contrib.staticfiles.urls import static
from django.contrib import admin
from filebrowser.sites import FileBrowserSite
from django.core.files.storage import DefaultStorage

site = FileBrowserSite(name="filebrowser", storage=DefaultStorage())
customsite = FileBrowserSite(name='custom_filebrowser', storage=DefaultStorage())
customsite.directory = "uploads/"


admin.autodiscover()

urlpatterns = [
    url(r'^admin/filebrowser/', customsite.urls),
    url(r'^admin/', admin.site.urls),
]
urlpatterns += static(settings.STATIC_URL, document_root=settings.STATIC_ROOT)

cd /var/www/koalixcrm
python manage.py syncdb --all
python manage.py migrate --fake
/manage.py koalixcrm_install_defaulttemplates
sudo mkdir media/pdf
sudo chown www-data: media/pdf

What you want to do next is of cause the test the software. Visit your http://localhost/admin, log in and start testing.

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