Zurmo is a free, open source and customisable customer relationship management system for small businesses that can be adapted to a range of different business cases.
Zurmo CRM is a web based application that combines project management, marketing automation, and sales software into a single solution.
Zurmo CRM comes with lots of features, some of them are listed below:
- Account, activity, security, product and contact management.
- Customizable homepage.
- Integrates with Exchange and Gmail.
- Marketing automation and Lead management.
- Campaigns and email marketing.
Here, we will learn how to install Zurmo CRM on Ubuntu 16.04 server.
Requirements
- A server running Ubuntu 16.04.
- A normal user with sudo privileges setup on your server.
Update the System
Before installing any packages, it is recommended to update your system with the latest stable version. You can do this with the following command:
sudo apt-get update -y
sudo apt-get upgrade -y
Once your system is up to date, you can proceed to install Apache web server.
Install Apache Web Server
First, you will need to install Apache web server on your system. You can easily install it by running the following command:
sudo apt-get install apache2 -y
Once apache is installed, start the Apache web server and enable it to start on boot with the following command:
sudo systemctl start apache2
sudo systemctl enable apache2
Install PHP
You can install PHP and other required modules with the following command:
sudo apt-get install wget unzip php7.0 php7.0-mysql php7.0-gd php7.0-curl php-dev php-pear php7-0-imap libapache2-mod-php7.0 php7.0-mcrypt php7.0-memcache
Once all the packages are installed, enable Mcrypt and IMAP PHP extensions with the following command:
sudo php5enmod mcryptsudo php5enmod imap
Next, you will need to make some changes in php.ini file:
sudo nano /etc/php/7.0/cli/php.ini
Change the following lines:
date.timezone = Asia/Kolkata
post_max_size = 32M
upload_max_filesize = 32M
Save and close the file when you are finished, then restart the Apache web server to make these changes take effect:
sudo systemctl restart apache2
Once you are done, you can proceed to install the MariaDB server.
Install and Configure MariaDb Server
You will need to install MariaDB server to store data. You can install it with the following command:
sudo apt-get install mariadb-server -y
Start MariaDB and enable it to automatically start at boot time.
sudo systemctl start mysqlsudo systemctl enable mysql
By default, MariaDB is not secured, so you will need to secure it first. You can secure it by running the mysql_secure_installation script.
sudo mysql_secure_installation
Answer all the questions as shown below:
Set root password? [Y/n] n
Remove anonymous users? [Y/n] y
Disallow root login remotely? [Y/n] y
Remove test database and access to it? [Y/n] y
Reload privilege tables now? [Y/n] y
Once MariaDB is secured, log in to the MySQL shell and create a database for Zurmo:mysql -u root -p
Enter your root password when prompt, then create a database for zurmo. It is recommended to set secure password:
MariaDB [(none)]>CREATE DATABASE zurmo_db;
Query OK, 1 row affected (0.00 sec)
Next, create a username and password for zurmo with the following command:
MariaDB [(none)]>CREATE USER 'zurmo'@'localhost' IDENTIFIED BY 'password';
Query OK, 1 row affected (0.00 sec)
Next, grant privileges to the Zurmo database with the following command:
MariaDB [(none)]>GRANT ALL PRIVILEGES ON zurmodb.* TO 'zurmo'@'localhost';
Query OK, 1 row affected (0.00 sec)
Next, you will need to run the FLUSH PRIVILEGES command so that the privileges table will be reloaded by MariaDB and we can use new credential:
MariaDB [(none)]>FLUSH PRIVILEGES;
Query OK, 1 row affected (0.00 sec)
Next, exit from the MariaDB console with the following command:
MariaDB [(none)]>\q
Once you are done, you can proceed to the next step.
Install Zurmo
You can download the latest stable version of the Zurmo from their official website.
To download it, run the following command:
wget http://build.zurmo.com/downloads/zurmo-stable-3.2.1.57987acc3018.zip
Once the download is completed extract the downloaded file with the following command:
unzip zurmo-stable-3.2.1.57987acc3018.zip -d /var/www/html/
Next. you will need to change permissions of the zurmo folder:
sudo chown -R www-data:www-data /var/www/html/zurmo
Configure Apache web server for Zurmo
You will need to create a virtual host file for Zurmo. You can do this by creating zurmo.conf file inside /etc/apache2/sites-available/ directory:
`sudo nano /etc/apache2/sites-available/zurmo.conf
Add the following lines:
<VirtualHost *:80>
ServerAdmin admin@yourdomain.com
DocumentRoot /var/www/html/zurmo/
ServerName yourdomain.com
ServerAlias www.yourdomain.com
<Directory /var/www/html/zurmo/>
Options FollowSymLinks
AllowOverride All
</Directory>
ErrorLog /var/log/apache2/zurmo-error_log
CustomLog /var/log/apache2/zurmo-access_log common
</VirtualHost>
Save and close the file when you are finished, then enable the site with the following command:
sudo a2ensite zurmo.conf
Next, enable the rewrite module with the following command:
sudo a2enmod rewrite
Finaly, restart Apache web server so that the changes take place:
sudo systemctl restart apache2
Once you are finished, you can proceed to access zurmo web installation wizard.
Access Zurmo
Before accessing the Zurmo Web Interface, you will need to allow HTTP service through UFW firewall.
By default UFW is disabled on your system, so you need to enable it first. You can enable it with the following command:
sudo ufw enable
Once UFW firewall is enabled, you can allow HTTP service by running the following command:
sudo ufw allow http
You can now check the status of UFW firewall by running the following command:
sudo ufw status
Next, open your web browser and type the URL http://yourdomain.com, you should see the following page:
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Here, click on Click to start button, you should see the following page:
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Here, the installer will check if your system meets all the requirements needed to install the software. Click on Continue button you should see the following page:
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Here, provide all the required details like, Database name, username, Password, Superuser password etc. Then click on the Install button. Once instalaltion is completed, you should see the following page:
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Now, click on Sign in button and login with username super and the password you provided before installation. You will be redirected to the Zurmo CRM Dashboard as shown below:
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Conclusion
Congratulations! You have successfully installed Zurmo CRM on Ubuntu 16.04 server. You can now easily host Zurmo CRM in your development environment.
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