2. Installation

1. Prerequisites

Magento

  • Magento>=1.1 + Zend > 1.1
  • PHP >= 5.2.13
  • Required PHP extensions:
  • PDO_MySQL
  • iconv
  • FileInfo
  • mbstring
  • MySQL:    4.1.20 or newer : InnoDB storage engine ONLY

If you have :

  • Magento 1.9.2.2 AND SUPEE 6288 patch : please install CRM Email 1.4.0

Email Account

  • Server - hosting - setup:    Ability to run scheduled jobs (crontab) with PHP
  • SSL:    PHP compiled with the option -ssl
  • On your server firewall : open ssl and standards email port : 110, 143, 993, 995 in the outgoing way

Email Account Compatibility

CRM email is compatible with any classic IMAP or POP email account.

CRM email is NOT compatible with

  • Microsft MAPI.
  • IMAP sub folder

2. Installation process

Warning

Before uploading files, enable Magento caches  (System - Cache Management), this will prevent Magento to try to install extension before all files are uploaded.

If you have any : APC cacheMemcacheRediscache , please disabled  them.

Also, if Magento’s compilation  (System - Tools - Compilation) is enabled, please disabled  it.

1. Upload

You just need to upload the extension file structure to your server on the same file structure provided by Magento.

No code files will be erase.

All the code files will be available into app/code/community/MDN

Once all files are uploaded, please follow this steps to make sure it is well installed:

  • Refresh caches (System - Cache Management).
  • Logout and login yourself from Magento’s back office.

If you don’t get any error message at this stage, go to the next step to configure your extension !

If you want to disabled the extension

Edit MDN_CustomerRelationManagement.xml

in app/code/etc/modules

Change True by False.

Refresh caches (System -> Cache Management).

3. Tips

Email account

It is advised to create an account email dedicated to use CRMTicket. Indeed, this email will be use only for tickets.

Attachments Size

There is theoretically no limit for attachment size for mail reception in CRM Email. But because the email is decoded in PHP, it could depend of the memory allowed for PHP.

CRM ticket has been tested with Attachment to up 30 Mo and it works.

Attachments will be stored in /media/CrmTicket/Attachments as a file

Note

We recommend increase PHP memory limit if you encounter some problem

for example : memory_limit=1024M in your php.ini

Regarding Attachment sending, from the Crm Email UI :

In you php configuration on your server, they are some parameter that define the limit of an attachment that can be send by PHP

be default the limit is usually 2M in PHP.ini

Note

We recommend increase PHP settings in your PHP.ini

upload_max_size=32M

4. Upgrade process

Before upgrading

A) Check ERP version

Upgrading ERP from an old version before 2.9.x require you open a ticket to enable us to check.

If you have a version from 2.9.0 to 2.9.5.x, the upgrade is possible.

B) Check code custom

  1. Check if you have some code modified in app/code/local/MDN/

backup the files and disable them. (just rename files)

  1. Check if you have some code modified in app/code/community/MDN/

Install magento extension conflicts 2.0

Run the diff tool (4th tab) to identify which files has been modified

Backup these files

Upgrade process

The ERP upgrade process has to follow the exact same steps that the ERP Installation process described here

http://documentation.boostmyshop.com/crm_ticket/2_installation.html#installation-process

After the upgrade is done, look at your customized file if you have some, and re-merge them with development team. And run again the functional tests of the part modified.

5. Uninstall process

A) Disable the extension

  1. in appetcmodulesMDN_CustomerRelationManagement.xml
  2. refresh magento cache
  3. The CRM menu disappear

2) Delete File and folders

A)folders

appcodecommunityMDNCrmTicket*

appdesignadminhtmldefaultdefaulttemplateCrmTicket*

appdesignfrontendbasedefaulttemplateCrmTicket*

mediaCrmTicket*

Optionally, if you have some customizations

appcodelocalMDNCrmTicket*

applocaleen_UStemplateemailCrmTicket*

applocalefr_FRtemplateemailCrmTicket*

applocalenl_NLtemplateemailCrmTicket*

applocalede_DEtemplateemailCrmTicket*

  1. Files

    appetcmodulesMDN_CustomerRelationManagement.xml

    appdesignadminhtmldefaultdefaultlayoutTicket.xml

    appdesignfrontendbasedefaultlayoutTicket.xml

    jsmdnGridFilterMultiSelect.js

    jsmdnCrmTicket.js

    jsmdnAutoRefresh.js

    skinadminhtmlbasedefaultCrmTicket.css

    skinadminhtmldefaultdefaultCrmTicket.css

    skinfrontendbasedefaultCrmTicket.css

    applocaleen_USMDN_CrmTicket.csv

    applocalefr_FRMDN_CrmTicket.csv

    applocalenl_NLMDN_CrmTicket.csv

    applocalede_DEMDN_CrmTicket.csv

3) Clean database

run /script/uninstall_crm_tables_and_view.sql