Zurmo is a free and open-source web-based customer relationship management application. It is written in PHP using jQuery, Yii Framework, and RedBeanPHP and it uses MySQL to store its database. Zurmo is easy to use and easy to customise. It provides numerous features such as Contact Management, Activity Management, Deal Tracking, Gamification, Reporting, Workflow, Marketing Automation, Product Management etc. It is responsive and available in many languages. Numerous businesses are already using the software.
In this tutorial, we will install Zurmo CRM on CentOS 7 server.
Zurmo CRM does not require any special hardware requirements. It can be installed on servers with just 256MB of RAM. However, the recommended memory requirement is 512MB. All the required dependencies will be installed throughout the tutorial. You will need a minimal installation of CentOS 7 with root access on it. If you are logged in as a non-root user, you can run sudo -i to switch to root user.
Before installing any package it is recommended that you update the packages and repository using the following command.
yum -y update
Once you have your system updated, you can proceed to install the LAMP stack. Start the LAMP installation by installing Apache web server and MariaDB, which is a fork of MySQL using the following command.
yum -y install httpd mariadb-server mariadb
Zurmo can be installed on any version of PHP greater than 5.3.3. But as PHP 5.3 has reached the end of life. We will install PHP 5.6 to obtain high performance and security. PHP 5.6 is not included in default YUM repository, hence you will need to add the Webtatic repository in your system. Webtatic repository requires EPEL repository to work. Run the following command to install EPEL repository.
yum -y install epel-releaseyum -y update
Now install Webtatic repository using the following commands.
Once you have PHP installed, you can check the version of PHP using the following command.
You should get output similar to this.
[root@liptan-pc ~]# php -v
PHP 5.6.30 (cli) (built: Jan 19 2017 22:31:39)
Copyright (c) 1997-2016 The PHP Group
Zend Engine v2.6.0, Copyright (c) 1998-2016 Zend Technologies
You will also need to make a change into PHP configuration file /etc/php.ini. Open /etc/php.ini using your favorite editor.
If you do not have nano installed, you can install it using yum -y install nano. Scroll down to find the following lines.
; Defines the default timezone used by the date functions
Remove the semicolon from the start of the line and provide the appropriate time zone. For example
date.timezone = Asia/Kolkata
Now find the following lines and change the values according to instructions given.
upload_max_filesize = 2M #Change the value to at least 20M
post_max_size = 8M #Change the value to at least 20M
max_execution_time = 30 #Change the value to at least 300
zend.assertions = -1 #Change the value to 0
Save the file and exit from editor. Now start Apache web server and enable it to start at boot time using the following command.
systemctl start httpdsystemctl enable httpd
You will also need to install Memcached for caching the resources. Install Memcached using the following command.
yum -y install memcached
Now start and enable Memcached to automatically start at boot time.
To start MariaDB and enable it to start at boot time using the following commands.
systemctl start mariadbsystemctl enable mariadb
Now run the following commands to secure your MySQL or MariaDB installation.
It will run a small script which asks you to provide the root password for MariaDB. As we have just installed MariaDB, the root password is not set, just press enter to proceed further. It will ask you if you want to set a root password for your MariaDB installation, choose y and set a strong password for the installation. It will also ask you for removing test databases and anonymous users. Most of the questions are self-explanatory and you should answer y to all the questions.
To create a database we will need to login to MySQL command line first. Run the following command for same.
mysql -u root -p
This will prompt you for the password, provide the root password of MySQL which you have set earlier. Now run the following query to create a new database for your Zurmo installation.
CREATE DATABASE zurmo_data;
The above query will create a database named zurmo_data. Make sure that you use semicolon at the end of each query as the query always ends with a semicolon. Once the database is created you can create a new user and grant all the permissions to the user for the database. Using root user is not recommended for the databases. To create a new database user, run the following query.
CREATE USER 'zurmo_user'@'localhost' IDENTIFIED BY 'StrongPassword';
The above query will create a user with username zurmo_user. Now provide the appropriate privileges to your database user over the database you have created. Run the following command.
GRANT ALL PRIVILEGES ON zurmo_data.* TO 'zurmo_user'@'localhost';
Now run the following command to immediately apply the changes on the database privileges.
Exit from MySQL prompt using exit command.
As we have all the dependencies ready, we can now download the install package from Zurmo website.
cd /var/wwwwget http://build.zurmo.com/downloads/zurmo-stable-126.96.36.199987acc3018.tar.gz
You can always find the link to the latest version of the application on Zurmo CRM download page. Now extract the archive using the following command.
tar -xvzf zurmo-stable-*.tar.gz
The above command will extract the package to a directory called zurmo. Now you will need to disable your SELinux. To temporary disable SELinux, run the following command.
To completely disable the SELinux you will need to edit /etc/selinux/config file.
Find the following line:
Change it to:
Now, you will need to provide the ownership of the application to web server user using the following command.
chown -R apache:apache /var/www/zurmo
You may also need to allow HTTP traffic on port 80 through the firewall if you are running one. Run the following commands for same.
Replace crm.yourdomain.com with any domain or sub-domain you want to use to access the application. Save the file and exit from the editor. Run the following command to restart your Apache server.
systemctl restart httpd
Now complete the installation using a web browser, go to the following link using your favourite web browser.
You will be welcomed by the following page.
Click on Click to start button to go to the next step of installation. In this step, the installer will check if your system meets all the requirements needed to install the software. If you have followed the tutorial correctly, you should have all the requirements satisfied.
Click Continue button to proceed to the next step. You will need to fill out some information required for installation.
Use the default value in Database Hostname and Port. Leave the Database Admin Username and Password blank. Provide the name of the database you have created earlier in Database Name and select the Remove Existing Data check box. Provide the username and password of the database and also provide a new Superuser password. Leave the default value in Memcache hostname and port. Select the checkbox for demo data installation accordingly. Leave the default value in Host Info and Script URL. Once done click Install button. If everything is correct, the installer will automatically start to write the database. Once done, you will see the following screen.
Click on Sign in button and login with username super and the super user password you provided before installation. You will be logged into the dashboard which will look like shown below.
In this tutorial, we learned how to install Zurmo on CentOS 7. You can now successfully deploy the Zurmo application to manage the relationships with your customers, which will increase the revenue generated.
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