This procedure describes the installation of Wakeupsales CRM v4.0 with MySQL storage on Linux environment (Ubuntu).

Minimum Requirements:

1. Pre-installed or Fresh installation of Ubuntu v14.04 or v16.04
2. Single, working network connection with a fixed IP address.
3. RAM: 2GB

Expected time for Installation:

Environment Setup

Software to download before starting the installation of Wakeupsales CRM:

1. Ruby-2.0.0
2. Rails-3.2.12
3. MySQL (Database)
4. Sublime editor(or Any)

Follow these steps to install Wakeupsales CRM Open Source Edition in Linux Environment:

1. Step 1

   • Download the Wakeupsales CRM Open Source Edition
   • Extract the archive
   • Open up the console window in your Linux operating system

2. Step 2: Update

   • First of all, run a quick update to make sure all of the packages are up to date: sudo apt-get update
   
   • If you do not have curl on your system, you can install it by running the following command: sudo apt-get install curl
   
   • To install RVM, open terminal and type the following command: curl -L https://get.rvm.io | bash -s stable
   
   • During the RVM installation, if you get an error message like "but no GPG software exists to validate it, skipping", run the following command:
     • sudo apt-get install git-core curl zlib1g-dev build-essential libssl-dev libreadline-dev libyaml-dev libsqlite3-dev sqlite3 libxml2-dev libxslt1-dev libcurl4-openssl-dev python-software-properties libffi-dev nodejs
     
     • Then run : apt-get install imagemagickimagemagick-common
     
     • apt-get install nginx
     
     • sudo apt-get install libgdbm-dev libncurses5-dev automake libtool bison libffi-dev
     
     • gpg --keyserver hkp://keys.gnupg.net --recv-keys 409B6B1796C275462A1703113804BB82D39DC0E3
     
     • \curl -sSL https://get.rvm.io | bash -s stable
     
     • source /etc/profile.d/rvm.sh
     
   • To load RVM, you may first need to exit out of your shell session, start up a new one and run the following command: source ~/.rvm/scripts/rvm
   • In order to work, RVM has some of its own dependencies that need to be installed. You need to run the following command to automatically install them: rvm requirements
   
   • Enter your root password to allow the installation of these dependencies.

3. Step 3: Install Ruby

   First of all, run a quick update to make sure that all of the packages are up to date:
   

   • Install the ruby version-2.0.0. by running the following command in the console: rvm install 2.0.0
   • Now,it will install all the required stuffs for ruby-2.0.0. You can check the version by typing: rvm list
   

4. Step 4: Use the Installed Ruby

   • Use the installed ruby version by typing rvm use ruby-2.0.0
   

5. Step 5: MySQL

   • If MySQL is not installed in your system, run the following commands to install it.
     • apt-get install mysql-client-core-5.5
     • apt-get install mysql-server mysql-client
   • Go to the Wakeupsales CRM application folder path (for example:/var/www/html/wakeupsales_opensource_crm/railscrm) and navigate to the config folder.
   • Open the database.yml file to set username and password of your MySQL.

6. Step 6: Run the Bundle

   • Go to the Wakeupsalesproject folder path using the following command: (For example:cd /var/www/html/wakeupsales_opensource_crm/railscrm)
   • Then run the command: bundle . It will install the following:
     • The rails version
     • The gems
     • Also the dependency gem files
     Note: You might get an error message like "bundle command not found". If you do, run the following command: gem install bundler
     
   • If the following error occurred during the bundle command: “An error occurred while installing mysql2 (0.3.18), and Bundler cannot continue. Make sure that `gem install mysql2 -v '0.3.18'` succeeds before bundling” Run the following commands:
     • sudo apt-get install libmysql-ruby libmysqlclient-dev
   • bundle
   

7. Step 7: Create the Database

   • Once bundle is executed successfully, create the database by using the following command: rake db:create
     *Note: If the below error occurs while creating database
     
   • Open the Gemfile (Wakeupsales_opensource_crm > railscrm> Gemfile) and replace: gem 'sidekiq' to gem 'sidekiq', '4.2.9'
   • Run the command again: rake db:create

8. Step 8

   • Populate all the tables required for the app by running the following command: rake db:migrate

9. Step 9

   • In order to login, you need to create a user by running the following command: rake db:seed

10. Step 10

    • To start the server, run the following command: rails s
      *Note: Here default port is 3000.
    • Browse the Wakeupsales CRM website by typing: http://YourIPaddress:3000 or server ip address or the domain name.
      For example: http://192.168.0.2:3000
      Now you have to enter your email id and password to create an Admin and start using Wakeupsales CRM.
    Voila! The Wakeupsales CRM is successfully installed on your system.
    [*If you still find an issue with the installation,please get in touch with us at support@wakeupsales.com and one of the Wakeupsales experts will get in touch with you, to guide you further on the installation.]

    Disclaimer:

    This installation manual is provided to you without any express or implied warranty and using it is entirely at your own risk. Installing any software on a computer can have unintended sequences. We recommend you to back up your important data before trying theinstallation process.