CiviCRM/WordPress: Difference between revisions

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{{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-

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 ==

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.

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>.

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 ==

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== 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 ===

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

</syntaxhighlight>

@@ Line 1: / Line 1: @@
 {{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-
 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 ==
-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.
+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>.
+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 ==
@@ Line 50: / Line 72: @@
 == 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 ===
+<syntaxhighlight 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
+</syntaxhighlight>