Difference between revisions of "CiviCRM"
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== Installation == | == Installation == | ||
CiviCRM sits on top of a [[CMS]]: either [[Drupal]], [[WordPress]], or Joomla!. | CiviCRM sits on top of a [[CMS]]: either [[Drupal]], [[WordPress]], or Joomla!. | ||
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<li>set the headers and footers for mailings | <li>set the headers and footers for mailings | ||
<li>set the message template for mailings | <li>set the message template for mailings | ||
| + | <li>setup custom fieldsets and data fields | ||
| + | <li>map import data to fields, groups, tags | ||
</ol> | </ol> | ||
Revision as of 21:24, 5 May 2015
Contents
Installation[edit | edit source]
CiviCRM sits on top of a CMS: either Drupal, WordPress, or Joomla!.
The CiviCRM User and Administrator Book and also the wiki (see https://civicrm.org/go/books) are invaluable in getting setup.
When installing on top of Drupal, if you have the HTMLPurifier module enabled, you will run into a conflict that you can resolve by disabling the module in Drupal proper, or else modifying the bootstrap code in civicrm [1]
Also, the default theme (and most other themes?) don't work well for CiviCRM - especially the admin side. So, drush dl civi_bartik and enable it for the admin side.
After installation, there is a checklist that you should complete (e.g. http://example.org/civicrm/admin/configtask)
Some of the things needed for a first-time setup:
- enable the components
- check/enable permissions (Drupal)
- set the headers and footers for mailings
- set the message template for mailings
- setup custom fieldsets and data fields
- map import data to fields, groups, tags
Interestingly, CiviCRM optionally uses wkhtmltopdf to convert HTML to PDF
Todo[edit | edit source]
todo Install, and use overrides for DEV/PROD and make sure you can use the installation on multiple hosts [2]
Notes[edit | edit source]
"Views" in Drupal (in core as of Drupal 8 [3]) is a good way to get reports from your data. If you want to use "Views" for your CiviCRM instance, you have to manually integrate it http://wiki.civicrm.org/confluence/display/CRMDOC/Views3+Integration Admin = civicrm/admin/setting/uf
