Difference between revisions of "CiviCRM"
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| − | + | == Meta == | |
| − | + | For things specific to CiviCRM on WordPress, see the [[CiviCRM/WordPress]] article. | |
| − | + | For debugging, specifically in CiviCRM, see the [[CiviCRM/debugging]] article. | |
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| − | + | Here we'll deal with the general plus Drupal-specific info (I think it's installed more with Drupal) | |
== Documentation == | == Documentation == | ||
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<li>enable the [http://book.civicrm.org/user/current/introduction/components/ components] | <li>enable the [http://book.civicrm.org/user/current/introduction/components/ components] | ||
<li>check/enable permissions (Drupal) | <li>check/enable permissions (Drupal) | ||
| − | <li> | + | <li>set the headers and footers for mailings |
<li>set the message template for mailings (note that you'll want to design, and create all assets for your mail [[templates]], and host them) | <li>set the message template for mailings (note that you'll want to design, and create all assets for your mail [[templates]], and host them) | ||
<li>setup custom fieldsets and data fields. Before you do this, learn about Option Groups | <li>setup custom fieldsets and data fields. Before you do this, learn about Option Groups | ||
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<li>Option Groups. There are many things in CiviCRM that are already configured as "Option Groups". "Website" is one example. When adding an Organization or Contact, and you want to enter data about their website, it could be one of many types: main, work, personal, facebook, twitter, pinterest, github etc. These are defined in the option group for "website". You can modify these to suit your data and your needs. As another example, "Campaign Type" comes defined as 'Direct Mail', 'Referral Program', and 'Customer Engangement'. I added 'Marketing' so that I can do a generic (email/web) marketing campaign. | <li>Option Groups. There are many things in CiviCRM that are already configured as "Option Groups". "Website" is one example. When adding an Organization or Contact, and you want to enter data about their website, it could be one of many types: main, work, personal, facebook, twitter, pinterest, github etc. These are defined in the option group for "website". You can modify these to suit your data and your needs. As another example, "Campaign Type" comes defined as 'Direct Mail', 'Referral Program', and 'Customer Engangement'. I added 'Marketing' so that I can do a generic (email/web) marketing campaign. | ||
<li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | <li>If you plan to use the CiviCase component to manage the common constituent "projects" or "workflows" and their associated timelines, then you'll need to create your own "Case Types". Look at the existing "Case Types" for reference. | ||
| − | <li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' | + | <li>{{@todo}} review [http://wiki.civicrm.org/confluence/display/CRMDOC/Managing+Scheduled+Jobs docs] and setup cron to do things like geocoding. '''Your mail campaigns will not send without cron''' |
| − | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] I was unable to get CiviCRM to use Google's smtp.gmail.com server, nor relay-smtp.gmail.com, even with an IP address whitelisted. This is because Digital Ocean is still dropping all outbound SMTP traffic at their firewall (telnet doesn't even connect). Somehow, if I smarthost it through [[Postfix]] it actually works. I want to use Google for delivery because using <code>mail()</code> from an IP at Digital Ocean will result in mail being flagged as spam or silently dropped by several major providers (e.g. Yahoo, Microsoft). Besides, if I'm '''paying''' for GAFYD, then I want to actually '''use''' it! Google IS pretty well known for their email delivery capability! | + | <li>Test and set your SPF record for your domain so that you can use Mailer, and review the docs for [http://book.civicrm.org/user/current/advanced-configuration/email-system-configuration/ email system configuration] I was unable to get CiviCRM to use Google's smtp.gmail.com server, nor relay-smtp.gmail.com, even with an IP address whitelisted. This is because Digital Ocean is still dropping all outbound SMTP traffic at their firewall (telnet doesn't even connect). Somehow, if I smarthost it through [[Postfix]] it actually works. I want to use Google for delivery because using <code>mail()</code> from an IP at Digital Ocean will result in mail being flagged as spam or silently dropped by several major providers (e.g. Yahoo, Microsoft). Besides, if I'm '''paying''' for GAFYD, then I want to actually '''use''' it! Google IS pretty well known for their email delivery capability! |
<li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | <li>Turn on logging in the Administration console, otherwise each record has a changelog, but there is no detail in the log! | ||
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</ol> | </ol> | ||
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== Upgrading == | == Upgrading == | ||
| − | [ | + | There is a long guide on [http://wiki.civicrm.org/confluence/display/CRMDOC/Upgrading+CiviCRM+for+Drupal+7 how to upgrade CiviCRM for drupal] |
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| − | + | You should be familiar with all the steps described in the manual, and understand how the particular steps impact/affect your installation. The short version below is known to work with our setup, and with 'routine' upgrades. | |
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| − | + | Here is the short version: | |
| − | + | # backup your database(s) <code>sudo ~/bin/backup.db.sh drupal</code> <code>sudo ~/bin/backup.db.sh civicrm</code> <ref>[[Mysqldump]]</ref> | |
| + | # download the code <code> wget https://download.civicrm.org/civicrm-4.6.5-drupal.tar.gz</code> | ||
| + | # put site in maintenance mode<code>drush vset maintenance_mode 1</code> (Make sure you are also logged in as Admin) | ||
| + | # move old code, and unpack new code <code>mv civicrm /tmp/ && tar xvzf civicrm-4.6.5-drupal.tar.gz</code> | ||
| + | # run the upgrade script <code>/civicrm/upgrade?reset=1</code> | ||
| + | # put site in operation mode<code>drush vset maintenance_mode 0</code> | ||
| + | # toast | ||
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== Profiles == | == Profiles == | ||
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<blockquote> | <blockquote> | ||
| − | Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list of available tokens, but can be added manually. The format is {contact.custom_12} | + | Custom tokens (based on custom data) can be added for organizations as well. These tokens will not be displayed in the list of available tokens, but can be added manually. The format is {contact.custom_12} where 12 is the ID of the custom data field. To find the custom data field ID, go Administer > Customize Data & Screens > Custom Fields and click on the field you want to use. Look at the URL. The last part of the URL will be an equal sign and a number (=12). The number (12 in this example) is the id of that custom field. |
</blockquote> | </blockquote> | ||
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== Extensions == | == Extensions == | ||
* See [https://civicrm.org/extensions/drupal listing of CiviCRM extensions for Drupal] | * See [https://civicrm.org/extensions/drupal listing of CiviCRM extensions for Drupal] | ||
| − | * [ | + | * [http://wiki.civicrm.org/confluence/display/CRMDOC/Extensions Extensions documentation in the wiki] |
| − | + | * [http://wiki.civicrm.org/confluence/display/CRMDOC/Create+a+Custom-Search+Extension Create a Custom Search extension] | |
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== Developing Extensions == | == Developing Extensions == | ||
