Installation

koalixcrm Installation

on Windows 10 Version 1703

Install Python 3.6.2

Download from https://www.python.org/downloads/ Install python with the defaults

Install koalixcrm app

Run command C:\Users\YourUser\AppData\Local\Programs\Python\Python36-32\Scripts\pip.exe install koalix-crm

Setup django project

Run command C:\Users\YourUser\AppData\Local\Programs\Python\Python36-32\Scripts\django-admin.exe startproject test_koalixcrm

on ubuntu 17.04

Install required programs on your ubuntu

sudo bash
apt-get install fop virtualenv python3.5
exit

Create a virtual python environment for the koalixcrm project

mkdir ~/test_koalixcrm_env
virtualenv --no-site-package --python=/usr/bin/python3.5 ~/test_koalixcrm_env
source /test_koalixcrm_env/bin/activate

Install koalix-crm into your virtual environment ~/test_koalixcrm_env/lib/python3.5/site-packages

pip install koalix-crm

Create a generic django project

cd ~
django-admin startproject test_koalixcrm

Common on all Operating Systems

Import koalixcrm to your project

Open the file called settings.py

nano ~/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.apps.crm',
'koalixcrm.apps.accounting',
'koalixcrm.apps.djangoUserExtension',
'koalixcrm.apps.subscriptions',
'filebrowser'

Import koalixcrm plugin example "subscriptions" to your project

Open the file called settings.py

nano /var/www/koalixcrm/test_koalixcrm/test_koalixcrm/settings.py

Create a new variable defintion "KOALIXCRM_PLUGIN"

KOALIXCRM_PLUGINS = (
    'koalixcrm.subscriptions',
)

Define the required additional variables koalixcrm

Open the file called settings.py

nano /var/www/koalixcrm/test_koalixcrm/test_koalixcrm/settings.py

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/'

Enable the customized additional view for filebrowser

Open the file called urls.py

nano urls.py

Completely rewrite the file with following content

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)

Afterwards start the django application

cd ~/test_koalixcrm

Make sure django has created all the required migration files by running:

python manage.py makemigrations

fill up sqlite database

python manage.py migrate

Create admin user

python manage.py createsuperuser

Start the embedded django webserver

python manage.py runserver 127.0.0.1:8000

Log in to the admin website

What you want to do next is of cause the test the software. Visit your http://127.0.0.1:8000/admin, log in and start testing.