Difference between revisions of "CiviCRM/WordPress"

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(quick playbook for upgrading CiviCRM on Wordpress for CoastalTrails)
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{{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-
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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.
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== 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>.
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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 ==
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=== Using WP-CLI to upgrade plugins ===
 
=== Using WP-CLI to upgrade plugins ===
# go to the document root <pre>cd /var/www/html</pre>
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# go to the document root
# update all the plugins with wp-cli <pre>sudo -u www-data wp plugin update --all</pre>
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cd /var/www/html
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# update all the plugins with wp-cli
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sudo -u www-data wp plugin update --all
  
=== Using WP-CLI to upgrade CiviCRM ===
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=== Start with a db backup ===
<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">
 
<source lang="bash">
 
sudo su -
 
sudo su -
 
/home/greg/bin/backup.db.sh wordpress
 
/home/greg/bin/backup.db.sh wordpress
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 +
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# Ctrl+D logout
 
# set some variables
 
# set some variables
 
docroot=/var/www/html
 
docroot=/var/www/html
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# make sure you have a backup of your civicrm.settings.php file
 
# make sure you have a backup of your civicrm.settings.php file
 
cp $config ~/civicrm.settings.php.bak
 
cp $config ~/civicrm.settings.php.bak
backup=/tmp/html.backup
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mkdir html.backup && sudo chown www-data:www-data html.backup
mkdir $backup && chown www-data:www-data $backup
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sudo -u www-data cp -ar /var/www/html html.backup
sudo -u www-data cp -ar /var/www/html $backup
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wget https://download.civicrm.org/civicrm-4.7.16-wordpress.zip
package=https://download.civicrm.org/civicrm-5.3.0-wordpress.zip
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sudo -u www-data unzip civicrm-4.7.16-wordpress.zip -d /var/www/html/wp-content/plugin
wget $package
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rm -r $templates
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
 
# test and then cleanup or revert
rm $(basename $package)
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rm civicrm-4.7.16-wordpress.zip
rm ~/civicrm.settings.php.bak
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sudo rm -rf html.backup
rm -rf $backup
 
 
</source>
 
</source>

Revision as of 14:21, 22 February 2017