OroCRM is a free and open source Customer Relationship Manager (CRM) application built on OroPlatform. OroPlatform is fully customizable open source business application platform software. OroPlatform provides you with all the features that are required to create a customized application. OroCRM is built using PHP Symfony framework and stores its data into the MySQL/MariaDB database server. It is an enterprise-ready CRM application providing tons of features. It also integrates with many 3rd party applications such as Magento Store, MailChimp, Zendesk etc. It is multilingual and has a fully responsive user interface, which provides you with the capability to manage it using mobile devices also.
In this tutorial, we will use
crm.example.com as the domain name pointed to the server. Replace all occurrences of
crm.example.com with your actual domain name.
Update your base system using the guide How to Update CentOS 7. Once your system has been updated, proceed to install the required dependencies.
OroCRM can be installed on any production web server supporting PHP. OroCRM supports all versions of PHP greater than 7.0. In this tutorial, we will use Nginx with PHP-FPM and PHP 7.1.
sudo yum -y install nginx
Start Nginx and enable it to automatically start at boot.
sudo systemctl start nginx sudo systemctl enable nginx
PHP 7 is not available in the default YUM repository, but we can use the Remi repository to obtain and install the latest builds of PHP 7. First, add and enable the Remi repository.
sudo rpm -Uvh http://rpms.remirepo.net/enterprise/remi-release-7.rpm sudo yum -y install yum-utils sudo yum-config-manager --enable remi-php71
Install the latest version of PHP 7 along with the PHP modules required by OroCRM.
sudo yum -y install php php-fpm php-ctype php-curl php-fileinfo php-gd php-intl php-json php-mbstring php-mcrypt php-mysql php-pcre php-simplexml php-tokenizer php-xml php-zip php-tidy php-soap php-opcache php-posix
Edit the default PHP configuration file.
sudo nano /etc/php.ini
Find the following lines. Uncomment and make changes as shown.
date.timezone = Asia/Kolkata ;Replace "Asia/Kolkata" with your appropriate timezone memory_limit = 512M cgi.fix_pathinfo=0
Edit the PHP-FPM configuration file.
sudo nano /etc/php-fpm.d/www.conf
By default, PHP-FPM is configured to run with Apache and to listen to the port
9000. We will need to change the user and group, as well as the Unix socket file on which it will run.
Find the following lines and make necessary changes as shown.
user = nginx group = nginx ;listen = 127.0.0.1:9000 ;Comment out or remove the above line and add the following line. listen = /var/run/php-fpm/php-fpm.sock listen.owner = nobody listen.group = nobody
Start PHP-FPM and enable it to start at boot.
sudo systemctl start php-fpm sudo systemctl enable php-fpm
Provide ownership of PHP-FPM socket file to Nginx user.
sudo chown nginx:nginx /var/run/php-fpm/php-fpm.sock
MariaDB is an open source fork of MySQL. Install MariaDB.
sudo yum -y install mariadb mariadb-server
Start MariaDB and enable it to automatically start at boot.
sudo systemctl start mariadb sudo systemctl enable mariadb
The default installation of MariaDB comes with a few test databases and anonymous users. Before configuring the database, you will need to secure the MariaDB server first. You can secure it by running the
You will be asked for the current MariaDB root password. By default, there is no root password in a fresh MariaDB installation. Press the
Enter key to proceed. Set a strong password for the root user of your MariaDB server and answer
Y to all the other questions asked. The questions asked are self-explanatory.
Log in to the MySQL shell as the root user by running.
mysql -u root -p
Provide the password for the MariaDB root user to log in.
Run the following queries to create a database and a database user for OroCRM installation.
CREATE DATABASE oro_data; CREATE USER 'oro_user'@'localhost' IDENTIFIED BY 'StrongPassword'; GRANT ALL PRIVILEGES ON oro_data.* TO 'oro_user'@'localhost'; FLUSH PRIVILEGES; EXIT;
You can replace the database name
oro_data and username
oro_user according to your choice. Be sure to change
StrongPassword to a very strong password.
sudo curl --silent --location https://rpm.nodesource.com/setup_8.x | sudo bash -
Install Node.js and Git.
sudo yum -y install nodejs git
Git will be used to clone the OroCRM repository from the internet. You will also need to install Composer. Composer is a dependency manager tool for PHP applications. Because OroCRM is written in Symfony framework, you will need Composer to install the dependencies and application.
php -r "copy('https://getcomposer.org/installer', 'composer-setup.php');" php composer-setup.php php -r "unlink('composer-setup.php');"
Move Composer to the
/usr/bin directory so that it can be executed from anywhere in the system.
sudo mv composer.phar /usr/bin/composer
Provide execution permission to the Composer.
sudo chmod +x /usr/bin/composer
There are many ways to download OroCRM on your server. The most appropriate way to get the most updated version is to clone the repository through Git.
Clone the OroCRM repository.
cd /usr/share/nginx/ sudo git clone -b 2.3 https://github.com/oroinc/crm-application.git orocrm
Copy the example
parameters file to the default
parameters file used by OroCRM.
cd orocrm sudo cp app/config/parameters.yml.dist app/config/parameters.yml
Before you can proceed further, you will need to update the
parameters.yml file to provide database and email information.
sudo nano app/config/parameters.yml
Find the following lines.
database_driver: pdo_mysql database_host: 127.0.0.1 database_port: ~ database_name: oro_crm database_user: root database_password: ~
Update the above configuration according to the database you have created to store OroCRM data. In our case, it should look like this.
database_driver: pdo_mysql database_host: 127.0.0.1 database_port: 3306 database_name: oro_data database_user: oro_user database_password: StrongPassword
If you have an SMTP server ready and you wish to use email sending features immediately, you can update the mailer settings as shown.
mailer_transport: smtp mailer_host: mail.example.com mailer_port: 456 mailer_encryption: ssl mailer_user: firstname.lastname@example.org mailer_password: EMailPassword
If you do not have a mail server ready, you can skip it for now by leaving the existing values. You can always change email configuration through the dashboard.
Set a random string in
secret by replacing
ThisTokenIsNotSoSecretChangeIt. A random string is required to encode the session data. An example string will look like this.
You can generate a random string using the
pwgen utility. Install
pwgen utility by running
sudo yum -y install pwgen. To generate a random string, run
pwgen -s 64 1.
Save the file and exit from the editor. Install the required PHP dependencies through composer.
sudo composer install --prefer-dist --no-dev
--no-dev will ensure that the Composer only installs the dependencies required to run the web server in production mode. The script will take a few minutes to download and install the required PHP dependencies.
Install the application.
sudo php app/console oro:install --env=prod
This will build the web cache and write the database. The
--env=prod parameter is provided to install the application in production mode. The installation will only proceed if all the required dependencies are installed and configured.
During the installation, you will be asked few questions for setting up the administrator account. The questions are as follows.
Administration setup. Application URL (http://localhost): http://crm.example.com Organization name (OroCRM): My Organization Username (admin): Email: email@example.com First name: John Last name: Doe Password: Load sample data (y/n): y
Provide the information. Load the sample data to evaluate the product before using it for production.
Warm up the API documentation cache:
sudo php app/console oro:api:doc:cache:clear
Create an Nginx server block file to serve the application to the users.
sudo nano /etc/nginx/conf.d/orocrm.conf
Populate the file.
Make sure that you change the
crm.example.com with your actual domain name. The above configuration also includes the configuration required for GZip compression and browser caching. Gzip compression compresses the data before sending it to the browser. Enabling browser caching stores the static resources to the web cache of the client computer. The next time the user accesses the site, most of the static content is loaded from the user's own web cache. These two methods increase the speed of the application dramatically.
Check the Nginx configuration file for any errors.
sudo nginx -t
The output should look like the following.
[user@vultr ~]$ sudo nginx -t nginx: the configuration file /etc/nginx/nginx.conf syntax is ok nginx: configuration file /etc/nginx/nginx.conf test is successful
Provide the ownership of the OrOCRM files to the Nginx user.
sudo chown -R nginx:nginx /usr/share/nginx/orocrm
Restart Nginx to apply the new configuration.
sudo systemctl restart nginx
If you are running a firewall on your server, you will need to configure the firewall to set an exception for HTTP service. Allow Nginx to connect from outside the network.
sudo firewall-cmd --zone=public --permanent --add-service=http sudo firewall-cmd --zone=public --permanent --add-service=https sudo firewall-cmd --reload
You can now access the application at
http://crm.example.com. Log in using the administrator username and password you have set during installation.
To automatically run the scheduled tasks you can add a Cron job entry.
sudo crontab -e
Add the following line to the file.
*/1 * * * * /usr/bin/php /usr/share/nginx/orocrm/app/console oro:cron --env=prod > /dev/null
This will run the cron job every minute so that the scheduled tasks such as email queues are processed earliest.
You will also need to setup Supervisor to run the Message Queue service. It is required that at least one process is running at all times for a consumer to process the messages. A consumer can normally interrupt the message process through many ways. To ensure that the service is running continuously, we will use the Supervisor service. We will configure Supervisor to run four processes in parallel. If any of the four processes is stopped for any reason, the Supervisor will try to start it again.
sudo yum -y install supervisor
Edit the Supervisor configuration file.
sudo nano /etc/supervisord.conf
Add the following lines at the end of the file.
[program:oro_message_consumer] command=/usr/bin/php /usr/share/nginx/orocrm/app/console --env=prod --no-debug oro:message-queue:consume process_name=%(program_name)s_%(process_num)02d numprocs=4 autostart=true autorestart=true startsecs=0 user=nginx redirect_stderr=true
Start and enable Supervisor to automatically start at boot time.
sudo systemctl start supervisord sudo systemctl enable supervisord
You can view the status of the processes by running the following.
sudo supervisorctl status
You should see that the processes are running.
[user@vultr ~]$ sudo supervisorctl status oro_message_consumer:oro_message_consumer_00 RUNNING pid 13596, uptime 0:02:13 oro_message_consumer:oro_message_consumer_01 RUNNING pid 13595, uptime 0:02:13 oro_message_consumer:oro_message_consumer_02 RUNNING pid 13594, uptime 0:02:13 oro_message_consumer:oro_message_consumer_03 RUNNING pid 13593, uptime 0:02:13
OroCRM is now installed on your server. You can now use the application to manage the routine tasks of your organization. To learn more about OroCRM, you can visit its official website.