YetiForce is an innovative open source CRM system designed for large and medium sized companies. YetiForce is built from a rock-solid Vtiger foundation, but with hundreds of modifications and changes that help to accomplish most challenging tasks in the simplest way. This guide will walk you through the installation of YetiForce CRM on CentOS 8 / CentOS 7 Linux server.

YetiForce can be integrated with enterprise AD, LDAP, Maps, PBX system, DAV and many other web services. With this powerful CRM, you can remotely manage your distributed businesses around the world.

Key features of YetiForce CRM

  • Powerful dashboard which enables you to create custom widgets and filters visible to users.
  • Calendar module for planning and managing all your business activities.
  • Companies and Contacts modules for managing Leads,Accounts,Partners,Vendors,Competition and Contacts
  • Built-in e-mail module, so you can send and receive e-mails directly to your system.
  • Sales modules to help you control the sales process from the beginning to the end. It begins with an Opportunity that can end either with success and conversion to a Sales enquiry or with failure

Software requirements

We’ll install the following software packages for hosting YetiForce CRM on CentOS 7/8 Linux.

  • Apache Web server
  • MariaDB / MySQL database server
  • PHP

Step 1: Install PHP and extensions

PHP is one of the core requirements for running YetiForce CRM.

CentOS 7:

sudo yum install http://rpms.remirepo.net/enterprise/remi-release-7.rpm
sudo yum -y install epel-release yum-utils
sudo yum-config-manager --disable remi-php54
sudo yum-config-manager --enable remi-php72
sudo yum -y install wget php php-{pear,cgi,common,curl,mbstring,gd,mysqlnd,gettext,bcmath,json,xml,fpm,intl,zip,imap,soap,ldap,xmlrpc,gmp,apcu,imagick,opcache}

CentOS 8:

sudo dnf -y install yum-utils
sudo dnf -y install https://dl.fedoraproject.org/pub/epel/epel-release-latest-8.noarch.rpm
sudo dnf -y install https://rpms.remirepo.net/enterprise/remi-release-8.rpm
sudo dnf -y module reset php
sudo dnf -y module install php:remi-7.2
sudo dnf -y install wget php php-{pear,cgi,common,curl,mbstring,gd,mysqlnd,gettext,bcmath,json,xml,fpm,intl,zip,imap,soap,ldap,xmlrpc,gmp,apcu,imagick,opcache}

Confirm PHP version installed.

$ php -v
PHP 7.2.27 (cli) (built: Jan 22 2020 07:58:15) ( NTS )
Copyright (c) 1997-2018 The PHP Group
Zend Engine v3.2.0, Copyright (c) 1998-2018 Zend Technologies

Edit PHP configuration file and add below values.

$ sudo vi /etc/php.ini
memory_limit = 256M
post_max_size = 20M
upload_max_filesize = 20M
max_execution_time = 300
display_errors = Off
display_startup_errors = Off
date.timezone = Africa/Nairobi

Restart httpd service.

sudo systemctl restart httpd

Step 2: Install Apache web server

Install httpd apache web server.

sudo yum -y install httpd

Start and enable httpd service.

sudo systemctl enable --now httpd

Service status should change to running:

$ systemctl status httpd
● httpd.service - The Apache HTTP Server
   Loaded: loaded (/usr/lib/systemd/system/httpd.service; enabled; vendor preset: disabled)
  Drop-In: /usr/lib/systemd/system/httpd.service.d
           └─php-fpm.conf
   Active: active (running) since Sun 2020-01-26 01:21:20 EAT; 9s ago
     Docs: man:httpd.service(8)
 Main PID: 9782 (httpd)
   Status: "Running, listening on: port 80"
    Tasks: 213 (limit: 11512)
   Memory: 24.9M
   CGroup: /system.slice/httpd.service
           ├─9782 /usr/sbin/httpd -DFOREGROUND
           ├─9789 /usr/sbin/httpd -DFOREGROUND
           ├─9790 /usr/sbin/httpd -DFOREGROUND
           ├─9791 /usr/sbin/httpd -DFOREGROUND
           └─9792 /usr/sbin/httpd -DFOREGROUND

Jan 26 01:21:20 cent8.novalocal systemd[1]: Starting The Apache HTTP Server...
Jan 26 01:21:20 cent8.novalocal systemd[1]: Started The Apache HTTP Server.
Jan 26 01:21:20 cent8.novalocal httpd[9782]: Server configured, listening on: port 80

If your firewalld service is running, allow both http and https ports.

sudo firewall-cmd --add-service={http,https} --permanent
sudo firewall-cmd --reload

Step 3: Install and Configure MariaDB

Install MariaDB database server.

Install MariaDB on CentOS 8

Install MariaDB on CentOS 7

After installation, login as root user and create database and user for the ERP application.

$ mysql -u root -p
CREATE DATABASE yetiforce;
CREATE USER 'yetiforce'@'localhost' IDENTIFIED BY 'Str0ngDBPassw0rd';
GRANT ALL PRIVILEGES ON yetiforcedb.* TO 'yetiforce'@'localhost' WITH GRANT OPTION;
FLUSH PRIVILEGES;
EXIT;

Step 4: Download YetiForce CRM on CentOS 8 / CentOS 7

Check the YetiForce CRM releases page on Github for the latest available version.

Install wget and unzip packages.

sudo yum -y install git unzip

Download the latest release available.

wget https://github.com/YetiForceCompany/YetiForceCRM/releases/download/5.2.0/YetiForceCRM-5.2.0-complete.zip

Unzip downloaded file to /var/www/html directory.

sudo unzip YetiForceCRM-5.2.0-complete.zip -d /var/www/html/yetiforce

Step 5: Configure YetiForce CRM on CentOS 8 / CentOS 7

Set proper permissions for the file.

sudo chown -R apache:apache /var/www/html/yetiforce
sudo chmod -R 755 /var/www/html/yetiforce

Create Apache configuration file for YetiForce:

sudo vim /etc/httpd/conf.d/yetiforce.conf

Paste and edit below contents where necessary.

<VirtualHost *:80>
     ServerAdmin [email protected]
     ServerName crm.example.com
     DocumentRoot /var/www/html/yetiforce

     <Directory /var/www/html/yetiforce/>
          Options FollowSymlinks
          AllowOverride All
          Require all granted
     </Directory>

     ErrorLog /var/log/httpd/yetiforce_error.log
     CustomLog /var/log/httpd/yetiforce_access.log combined
</VirtualHost>

Where:

  • crm.example.com is your domain for the application.

Restart httpd service:

sudo systemctl restart httpd

Step 6: Finish YetiForce CRM installation

Access YetiForce on the domain configured crm.example.com or youserverip/yetiforce.

Agree to License Agreement.

Choose installation type – Own server.

Verify server configuration and fix where necessary.

Configure database connection, admin and currency settings.

If you get an error: “yetiforce -> Could not find this database. Try changing the database settings“. Try using root user to connect to yetiforce database.

Set your company and country.

Wait for the installation to complete then visit the YetiForce documentation to learn more about this powerful software solution.

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