140 lines
3.6 KiB
Markdown
140 lines
3.6 KiB
Markdown
# CRM Setup :
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Here we have `two` modules .
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- CRM Internal Module (For bank's internal team)
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- CRM Customer Module (For bank's customer)
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## 1. CRM Internal Module (Ticket Management System)
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Here we are using "mantisBT" (open source application) for ticket management system .
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### Requirement :
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- Postgres server
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- XAMPP 8.2.12 / Apache server
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- PHP 8.2.12
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### Installation & deploy :
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- Create a folder into `htdocs` present under apache server.
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`e.g. folder path : C:\xampp\htdocs`
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`e.g. new folder : crm_internal`
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- Take the CRM Internet Module (MantisBT codebase) and paste it into the folder. `e.g. crm_internal`.
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- Open the folder into visual studio code .
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- Change the config_inc.php as per requirement. (Present in config folder)
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```
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//Sample
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$g_hostname = 'localhost';
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$g_db_type = 'pgsql';
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$g_database_name = 'kccb_ticket_tracker';
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$g_db_username =
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$g_db_password =
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$g_db_table_prefix = 'kccb';
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$g_db_table_suffix = '';
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$g_default_timezone = 'Asia/Kolkata';
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$g_crypto_master_salt = 'Abcdefghigklmnopqrst';
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$g_path = 'http://localhost/crm_internal/'; //crm_internal is the folder name
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```
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- For first time installation remove the "$g_crypto_master_salt " and keep it null.
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```
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$g_crypto_master_salt = ""
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```
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- For install all the dependency and database run the below query
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```
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Install url :
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http://localhost/crm_internal/admin/install.php
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```
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- After successfully install ,Login in to CRM-Internal
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```
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Login :
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http://localhost/crm_internal/login_page.php
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```
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- Login Credential
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- For first time user
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- Username : Administrator
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- password : root
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### Setup:
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- Go to database `kccb_ticket_tracker` and search for a table `kccb_config`.
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- Import `csv\kccb_config.csv` (Present in the CRM internal module) file to the `kccb_config` table.
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- Then login as `Administrator` .
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- Create new project
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```
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Project Name :KCCB
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Description : The kangra Central Co Operative Bank
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Note: Keep other filed as default
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```
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- Create a new user "kccb".
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- Log in to this user `kccb`.
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- Go to `My account` (Top right corner) .
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- Then create a `API token`.
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- Copy the API token.
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- And paste the token in `.env.local` file of `CRM Customer Module` in place of `MantisBT_Token`.
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> Note : For setup CRM internal module ,We need to create one user `kccb` and create the token for the user. That token will be used in CRM external module .
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- Create Backend team as per requirement and enable protected option.
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## 2. CRM Customer Module (For External Use)
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### Files
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`env.local`
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Create a `env.local` file in the root of folder of this project.
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Content of the `env.local` must be as follows:
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```
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SESSION_COOKIE_NAME=crm_auth
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SESSION_COOKIE_PASSWORD=abcdefghijklmnopqrstuvwxyz01234567890
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DB_HOST=localhost
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DB_PORT=5432
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DB_NAME=crm
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DB_USER_NAME=
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DB_USER_PASS=
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#Mantis
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MantisBT_Token=
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#CBS
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ONLINE_CBS_IP=
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ONLINE_CBS_PORT=
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#MESSAGE
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WEBSERVER_IP=
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WEBSERVER_PORT=
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```
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### Requirement :
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- Node JS (Latest)
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- PostgreSQL (Latest)
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### Deploy :
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- Install all node module
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```
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npm install
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```
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- In the PostgreSQL create one database, the database name will be "crm"
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- Build the application
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```
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npm run build
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```
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- Start the application
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```
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npm run start
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```
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- Open the following URL in the web browser for populate some data
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```
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http://localhost:3000/api/dev/populate
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```
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### Application Url :
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```
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http://localhost:3000/login
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```
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