berliCRM Installation Instructions

berliCRM

New: We created a small requirements test/check script. You can download the script, rename it to systemRequirementsCheck.php, put it in the DocRoot of your CRM installation and call it via your browser. It should look similar like this:

systemRequirementsCheck sample

1. berliCRM Installation Instructions

(for update instructions see 2. below)

The CRM system requires a special server setup, usually not provided as standard from any Hoster. Please read the following instructions carefully and make sure that your server meets ALL requirements. There are no shortcuts.

System Requirements

MYSQL Requirements

Please check the MySQL-Configuration (my.cnf or server-start parameter):

Parameter Value
SQL_MODE STRICT_TRANS_TABLE has to be deactivated, IGNORE_SPACE, NO_AUTO_CREATE_USER, NO_ENGINE_SUBSTITUTION
ENGINE=InnoDB must be active (do not use --skip-innodb)
innodb_strict_mode must be inactive (SET innodb_strict_mode = 0)
DATABASE CHARACTER SET should be utf8mb4 (utf8mb3 or utf8 might work as well)
DATABASE COLLATION must be utf8_unicode_ci or utf8mb3_unicode_ci

*_unicode_ci is based on the official Unicode rules for universal sorting and comparison, which sorts accurately in a wide range of languages.
*_general_ci is a simplified set of sorting rules which aims to do as well as it can while taking many short-cuts designed to improve speed. It does not follow the Unicode rules and will result in undesirable sorting or comparison in some situations, such as when using particular languages or characters.

On modern servers, this performance boost will be all but negligible. It was devised in a time when servers had a tiny fraction of the CPU performance of today's computers.

Required PHP Extensions

The following PHP Extensions are required

PHP Packages for FreeBSD 12.0 only

(community recommendation see CRM Forum)

The following PHP Extensions and system packages are required

Required PHP Configuration

The following PHP Configuration is required.

Variable Value
error_reporting E_WARNING & ~E_NOTICE
display_errors off
file_uploads on
max_execution_time 3600
memory_limit 512M
log_errors on
output_buffering on
max_input_vars 8192
short_open_tag off
default_charset UTF-8

Error Handling via htaccess.

Variable Value
php_flag display_startup_errors off
php_flag display_errors off
php_flag html_errors off
php_value docref_root 0
php_value docref_ext 0

Installation

Unzip the download archive into the destination folder of your web server.

Required File System Privileges

The following files and folders require read and write access (recursive). These must be set for the user under which the web server process is running (www-data or httpd or apache).

Web Application Firewalls (WAF) settings (if you have one)

Note, that the CRM uses so-called Ajax calls targeted "towards it self". For the web server, these calls appear as standard http requests. Due to the content/structure of these calls, it could happen that these calls are blocked by a Web Application Firewalls (WAF). As a result, some functions of the CRM might not work correctly.

If you experience any problems deactivate the WAF temporarily and / or have a look at the corresponding logs to add the necessary rules to the WAF configuration.

Start installation via your browser

Now open your browser and call the installation directory, e.g.

https://192.168.0.1/berlicrm

Important: You must use "https" for an installation!

Follow the installation process in the browser:

Installation Step 1

Click on Install to start the installation process.

Installation Step 2

Click on "I Agree" to accept the license terms.

Installation Step 3

Here are some of your PHP settings checked. If no errors occur, click Next.

Installation Step 4

Enter the data for your MySQL server and administrator account.

Installation Step 5

Check and confirm your entries.

Installation Step 6

Here you can select the basic configuration of the modules of your CRM depending on your requirements. However, you can also switch individual modules on and off later in the CRM's Module Manager.

Installation Step 7

Finally, please select the default currency, language, time zone and format of your newly created administrator account.

This completes the installation. Enjoy working with berliCRM!

Link to CRM manuals

2. berliCRM Update Instructions

Until further notice, the update of released berliCRM version is simplified by the following procedure: