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