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2,834 bytes added ,  09:52, 29 December 2018
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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.
== Installation ==
The [httphttps://wikidocs.civicrm.org/confluencesysadmin/en/latest/displayinstall/CRMDOCwordpress/Installing+CiviCRM+for+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 ==
* Custom fields
* 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>
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