(Step by Step Guide) How to Install YetiForce CRM on Ubuntu 20.04

YetiForce is a free and open-source Customer Relationship Management system that can be used to manage relations with customers, suppliers, partners, and staff. Yetiforce has some rich features such as maps integration, PBX, etc. You can add additional features also depending upon your requirement. You can set up YetiForce CRM on your server or you can subscribe to their managed YetiForce plan. In this tutorial, I am going to show you how to install YetiForce CRM on Ubuntu 20.04 LTS version.

So, let’s get started.

YetiForce CRM Functionalities

• Customisable dashboard.
• Calendar.
• Companies and contacts.
• Email
• Sales

How to Install YetiForce on Ubuntu 20.04

You can install YetiForce on any Linux-based server such as Ubuntu, Devian, Mint, etc. You can install YetiForce on Windows server also, but it is not recommended.

Prerequisites

• Ubuntu 20.04 running server.
• A domain name or IP address
• Root access to the server or sudo access.

YetiForce Installation Steps

To install YetiForce, I am going to use an Ubuntu based AWS EC2 instance for the installation.

Step 1: Update Ubuntu Package Manager

First, SSH into the EC2 Ubuntu instance and run the following command to update Ubuntu package manager.

$ sudo apt update && sudo apt upgrade

Step 2: Install LAMP Server

Now, you have to install the LAMP stack to run YetiForce on it. Run the following commands to install LAMP.

Apache installation commands

$ sudo apt update
$ sudo apt install apache2

MySQL installation commands

$ sudo apt install mysql-server

PHP installation commands

$ sudo apt install php7.4 php7.4 libapache2-mod-php7.4 php7.4-common php7.4-sqlite3 php7.4-json php7.4-curl php7.4-intl php7.4-mbstring php7.4-xmlrpc php7.4-mysql php7.4-gd php7.4-xml php7.4-cli php7.4-zip php7.4-soap php7.4-imap wget unzip -y

Read more: Details LAMP installation steps with explanation.

Now, let’s update the values in the PHP INI using VI editor.

$ sudo vi etc/php/7.4/apache2/php.ini

Update following values

memory_limit = 256M
upload_max_filesize = 100M
post_max_size = 100M
max_execution_time = 60
max_input_vars = 1500
cgi.fix_pathinfo=0
date.timezone = Europe/London

For time zone refer PHP Timezone. After updating the values, save the file to continue installation. Checkout how to find the PHP INI file location.

Step 3: Create Database

Login to MySQL database using password.

$ mysql -u root -p

Now, run the following command to create a MySQL database

mysql> CREATE DATABASE yetiforce;

Step 4: Install YetiForce

Download the latest version of YetiForce, with the following command.

$ wget https://excellmedia.dl.sourceforge.net/project/yetiforce/YetiForce%20CRM%205.x.x/5.1.0/YetiForceCRM-5.1.0-complete.zip

After downloading the file, extract using unzip command to the document root

$ sudo unzip YetiForceCRM-5.1.0-complete.zip -d /var/www/html

Now, adjust the permission for file and directories and set ownership.

$ sudo chown -R www-data:www-data /var/www/html
$ sudo chmod -R 755 /var/www/html

Also, enable the Apache rewrite module and restart the Apache.

$ sudo a2enmod rewrite
$ sudo systemctl restart apache2

Step 5: Access YetiForce on Web Browser

Open your favorite browser, and hit the domain or server IP address. In your browser, YetiForce installation welcome page will appear.

Now, click on Install, the next page will be agreement page, click on I Agree to continue the installation process.

Enter the database details and create an administrator account, a confirmation screen will appear. Click next to continue installation.

Now, it’s time to verify the server configuration. If any library missing, go back to the server console and install the missing libraries. Now refresh the server configuration by clicking Recheck on the right upper corner to continue.

On this page, you have to fill company details and continue.

When you click next, you will be redirected to YetiForce dashboard. If you have any doubts feel free to contact me, I will definitely try to help you. Also, you can join our elite Facebook group to get direct help from me. If you like this tutorial, please share this article on your social media handle.

Conclusion

In this tutorial, you have learned to install YetiForce CRM on Ubuntu 20.04. If you have any doubts feel free to contact me, I will definitely try to help you. Also, you can join our elite Facebook group to get direct help from me. If you like this tutorial, please share this article on your social media handle