How to install Zurmo CRM in Ubuntu 16.04

To install Zurmo CRM in Ubuntu 16.04

Zurmo CRM is a free and open-source CRM application. Zurmo consists of Activity management, Contact management, Reporting, Deal tracking, Product management, etc. It uses Gamification to engage and interact with users which leads to successful CRM implementation. This tutorial covers the installation of Zurmo CRM on Ubuntu 16.04.

Installation procedure

Before starting the installation procedure, check whether the target system is installed with LAMP environment for the Zurmo CRM to work in. Enable the PHP modules.

root@linuxhelp:/home/user# phpenmod mcrypt
root@linuxhelp:/home/user# phpenmod imap

Edit the php.ini file. Change the upload_max_filesize and post_max_size to the following values. Save and exit the file.

root@linuxhelp:/home/user# nano /etc/php/7.0/cli/php.ini
upload_max_filesize = 20M
post_max_size = 20M

Next configure the database for zurmo by executing the following set of commands. Create a database and user with all privileges granted to the user.

root@linuxhelp:/home/user# mysql -u root -p

Enter password:
Welcome to the MySQL monitor.  Commands end with   or g.
Your MySQL connection id is 7
Server version: 5.7.19-0ubuntu0.16.04.1 (Ubuntu)
Copyright (c) 2000, 2017, Oracle and/or its affiliates. All rights reserved.
Oracle is a registered trademark of Oracle Corporation and/or its
affiliates. Other names may be trademarks of their respective
owners.

Type ' help '  or ' h'  for help. Type ' c'  to clear the current input statement.
mysql>  create database zurmo 
Query OK, 1 row affected (0.14 sec)

mysql>  create user ' zurmouser' @' localhost'  identified by ' password'  
Query OK, 0 rows affected (0.79 sec)

mysql>  grant all privileges ON `zurmo`.* TO ' zurmouser' @' localhost'  
Query OK, 0 rows affected (0.01 sec)

mysql>  flush privileges 
Query OK, 0 rows affected (0.41 sec)

mysql>  exit
Bye

Download the installation package by running the wget command followed by the download link.

root@linuxhelp:/home/user# wget http://build.zurmo.com/downloads/zurmo-stable-3.2.2.8da3a6bc8e48.zip
--2017-10-14 19:24:39--  http://build.zurmo.com/downloads/zurmo-stable-3.2.2.8da3a6bc8e48.zip
Resolving build.zurmo.com (build.zurmo.com)... 209.59.163.106
Connecting to build.zurmo.com (build.zurmo.com)|209.59.163.106|:80... connected.
HTTP request sent, awaiting response... 200 OK
Length: 36305666 (35M) [application/zip]
Saving to: ‘ zurmo-stable-3.2.2.8da3a6bc8e48.zip’ 
zurmo-stable-3.2.2.8da3a6b 100%[======================================> ]  34.62M   812KB/s    in 65s     
2017-10-14 19:25:45 (543 KB/s) - ‘ zurmo-stable-3.2.2.8da3a6bc8e48.zip’  saved [36305666/36305666]

Now extract the package to /var/www/html/ directory by running the unzip command.

root@linuxhelp:/home/user# unzip zurmo-stable-3.2.2.8da3a6bc8e48.zip -d /var/www/html/
Archive:  zurmo-stable-3.2.2.8da3a6bc8e48.zip
   creating: /var/www/html/zurmo/
  inflating: /var/www/html/zurmo/README.text  
  inflating: /var/www/html/zurmo/index.php  
&hellip 
&hellip 
&hellip 
  inflating: /var/www/html/zurmo/app/index.php  
  inflating: /var/www/html/zurmo/app/roots.php  
   creating: /var/www/html/zurmo/app/assets/
 extracting: /var/www/html/zurmo/app/assets/index.html  

Change the ownership for the directory by executing the following command.

root@linuxhelp:/home/user# chown -R www-data:www-data /var/www/html/zurmo/

Configure the Apache virtual host for zurmo using nano editor and enter the following content in the file. Save and exit the file once it is done.

root@linuxhelp:/home/user# nano /etc/apache2/sites-available/linuxhelp1.com.conf
< VirtualHost *:80> 
ServerAdmin linuxhelpserver@gmail.com
DocumentRoot /var/www/html/zurmo/
ServerName linuxhelp1.com
ServerAlias www.linuxhelp1.com
< Directory /var/www/html/zurmo/> 
Options FollowSymLinks
AllowOverride All
< /Directory> 
ErrorLog /var/log/apache2/linuxhelp1.com-error_log
CustomLog /var/log/apache2/linuxhelp1.com-access_log common
< /VirtualHost> 

Restart the Apache web server.

root@linuxhelp:/home/user# service apache2 restart

Switch over to the web browser and navigate to http://192.168.7.201/zurmo URL. The installer page appears on the screen.

The list of Services are installed and click Continue option.

Enter the database information and zurmo admin details and click Install option.

The installation is in progress and the user has to wait for some time.

The installation is now completed.

The Zurmo login page appears on the screen. Enter the required credentials and login.

Select the timezone and save the changes.

The welcome screen of Zurmo CRM appears on the screen.

The Dashboard of the Zurmo CRM is shown to the user.

The User settings is displayed on the right side corner of the dashboard.

The About Zurmo CRM contains the details about the CRM.

Thus concludes the installation of Zurmo CRM on Ubuntu 16.04

Tag : CRM Ubuntu
FAQ
Q
What version of PHP is recommended for Zurmo CRM?
A
PHP version 5.6 and above are recommended for Zurmo CMS.
Q
What is Zurmo CRM?
A
Zurmo CRM is a free and open-source CRM application. Zurmo consists of Activity management, Contact management, Reporting, Deal tracking, Product management, etc. It uses Gamification to engage and interact with users which leads to successful CRM implementation.
Q
How to download the archive format of Zurmo CRM?
A
Use wget command in Linux to download the zurmo crm package in an archive format for example use "wget http://build.zurmo.com/downloads/zurmo-stable-3.2.2.8da3a6bc8e48.zip"
Q
I installed Zurmo successfully, but I don't know the username and password to log in. What would be the default login credential? any guess???.
A
Try this credentials for Zurmo CRM,
username: super
password: super
Q
How to make an entry to the host file for Zurmo CRM?
A
Please follow the steps as below for Zurmo CRM,
# vim /etc/hosts
< Give your domain name>