|
|
| (7 intermediate revisions by one other user not shown) |
| Line 1: |
Line 1: |
| | {{CompanyName}} setup CiviCRM on top of WordPress for Coastal Trails Coalition in order to substantially improve operations. | | {{CompanyName}} setup CiviCRM on top of WordPress for Coastal Trails Coalition in order to substantially improve operations. |
| | | | |
| − | CiviCRM gives us all benefits and capabilities of a large commercial CRM and donor management system completely free of licensing costs. CiviCRM allows non-profits to benefit from an integrated solution for donor management, events, bulk email, etc. substantially increasing their effectiveness as compared to managing a variety of non- | + | CiviCRM gives us all benefits and capabilities of a large commercial CRM and donor management system completely free of licensing costs. CiviCRM allows non-profits to benefit from an integrated solution for donor management, events, bulk email, etc. substantially increasing their effectiveness as compared to managing a variety of non- |
| | | | |
| | So, what in particular did I need to do in order to setup CiviCRM, and test or convert operations? This article with explore and document that effort. | | So, what in particular did I need to do in order to setup CiviCRM, and test or convert operations? This article with explore and document that effort. |
| Line 7: |
Line 7: |
| | == Installation == | | == Installation == |
| | | | |
| − | The [https://docs.civicrm.org/sysadmin/en/latest/install/wordpress/#InstallingCiviCRMforWordPress-PluginIssues instructions] are well-written and easy to follow <ref>There is an issue on GitHub discussing simplifying the instructions down to the "essentials for routine installs"; with notes about edge cases. https://github.com/civicrm/civicrm-sysadmin-guide/issues/52#issuecomment-404952171</ref>. | + | The [http://wiki.civicrm.org/confluence/display/CRMDOC/Installing+CiviCRM+for+WordPress#InstallingCiviCRMforWordPress-PluginIssues instructions] are well-written and easy to follow. On DreamHost, I logged in to my [https://panel.dreamhost.com control panel] and created a new database called ''coastal_crm'' The only downside was that the very popular "JetPack" plugin for WordPress is listed as incompatible with the CiviCRM plugin. So I disabled the JetPack plugin. |
| − | | |
| − | Some of the '''help''' content from `wp civicrm --help`
| |
| − | <pre>
| |
| − | wp civicrm install
| |
| − | ===============
| |
| − | Command for to install CiviCRM. The install command requires that you have downloaded a
| |
| − | tarball or zip file first.
| |
| − | Options:
| |
| − | --dbhost MySQL host for your WordPress/CiviCRM database. Defaults to localhost.
| |
| − | --dbname MySQL database name of your WordPress/CiviCRM database.
| |
| − | --dbpass MySQL password for your WordPress/CiviCRM database.
| |
| − | --dbuser MySQL username for your WordPress/CiviCRM database.
| |
| − | --lang Default language to use for installation.
| |
| − | --langtarfile Path to your l10n tar.gz file.
| |
| − | --site_url Base Url for your WordPress/CiviCRM website without http ( e.g.
| |
| − | mysite.com )
| |
| − | --ssl Using ssl for your WordPress/CiviCRM website if set to on ( e.g.
| |
| − | --ssl=on )
| |
| − | --tarfile Path to your CiviCRM tar.gz file.
| |
| − | </pre>
| |
| − | | |
| − | On DreamHost, I logged in to my [https://panel.dreamhost.com control panel] and created a new database called ''coastal_crm'' The only downside was that the very popular "JetPack" plugin for WordPress is listed as incompatible with the CiviCRM plugin. So I disabled the JetPack plugin. | |
| | | | |
| | == After initial install == | | == After initial install == |
| Line 62: |
Line 40: |
| | * Custom fields | | * Custom fields |
| | * Profiles | | * Profiles |
| − |
| |
| − | == Emailing ==
| |
| − |
| |
| − | See the manual for [http://book.civicrm.org/user/current/email/everyday-tasks/ everyday tasks].
| |
| − |
| |
| − | Developer Summit video
| |
| − | # [https://www.youtube.com/watch?v=95XTl5-C8U4 CiviCRM 4.6 for WordPress]
| |
| − |
| |
| − | == Video ==
| |
| − | Need links to good videos.
| |
| − |
| |
| − | == Upgrading ==
| |
| − | Before doing any upgrades, login to the site with Admin rights so that you can get a session token, and be able to test
| |
| − |
| |
| − | === Using WP-CLI to upgrade plugins ===
| |
| − | # go to the document root <pre>cd /var/www/html</pre>
| |
| − | # update all the plugins with wp-cli <pre>sudo -u www-data wp plugin update --all</pre>
| |
| − |
| |
| − | === Using WP-CLI to upgrade CiviCRM ===
| |
| − | <pre>
| |
| − | wp civicrm upgrade
| |
| − | ==================
| |
| − | Take backups, replace CiviCRM codebase with new specified tarfile and upgrade database by
| |
| − | executing the CiviCRM upgrade process - civicrm/upgrade?reset=1. Use civicrm-restore to
| |
| − | revert to previous state in case anything goes wrong.
| |
| − | </pre>
| |
| − |
| |
| − | === Traditional-style procedure ===
| |
| − | <source lang="bash">
| |
| − | sudo su -
| |
| − | /home/greg/bin/backup.db.sh wordpress
| |
| − | # set some variables
| |
| − | docroot=/var/www/html
| |
| − | pluginroot="$docroot/wp-content/plugins"
| |
| − | config=/var/www/html/wp-content/uploads/civicrm/civicrm.settings.php
| |
| − | templates=/var/www/html/wp-content/plugins/files/civicrm/templates_c/
| |
| − | # make sure you have a backup of your civicrm.settings.php file
| |
| − | cp $config ~/civicrm.settings.php.bak
| |
| − | backup=/tmp/html.backup
| |
| − | mkdir $backup && chown www-data:www-data $backup
| |
| − | sudo -u www-data cp -ar /var/www/html $backup
| |
| − | package=https://download.civicrm.org/civicrm-5.3.0-wordpress.zip
| |
| − | wget $package
| |
| − | rm -rf $pluginroot/civicrm && sudo -u www-data unzip $package -d $pluginroot
| |
| − | rm -rf $templates/
| |
| − | # upgrade the database by visiting the URL in your browser
| |
| − | /admin.php?page=CiviCRM&q=civicrm/upgrade&reset=1
| |
| − |
| |
| − | # test and then cleanup or revert
| |
| − | rm $(basename $package)
| |
| − | rm ~/civicrm.settings.php.bak
| |
| − | rm -rf $backup
| |
| − | </source>
| |
