Set up CRM2

First Steps

This shows you how to set up opentaps CRM2

The first step is to request an account with an API key by contacting us.

Once you have received your permanent authorization token key by email, reset it

$ curl -X POST 'https://crm2.opentaps.com/admin/reset-token' -d clientDomain= ${yourDomain} -d authToken=${authToken}

Keep your new auth token secret! Someone with this token will be able to access everything in your account.

Setting up for opentaps 1.x

The first step is to get the code for opentaps 1.x which uses crm2. You can check it out of our subversion repository into the opentaps/ directory (opentaps 1.5) or hot-deploy directory (earlier versions) like this:

$ svn co svn://svn.opentaps.org/opentaps_crm2/opentaps_1.5/crm2 crm2

Out of the box, this code works for opentaps 1.5. If you are using opentaps 1.4 or earlier versions, you will need to replace some of the lines which are for opentaps 1.5 with those for earlier versions. Edit the file src/com/opentaps/crm2/ContactExportService.java and search for "opentaps 1.5" and follow the instructions to comment out and uncomment the appropriate lines.

Next, compile the new module with

$ ant

Add the new module to either opentaps/component-load.xml or hot-deploy/component-load.xml file with

    <load-component component-location="crm2"/>

Uncomment lines between

<!-- Uncomment to use Crm2 application
and
-->

in the following files:

opentaps/crmsfa/webapp/crmsfa/orders/viewOrder.ftl
opentaps/crmsfa/widget/crmsfa/screens/accounts/AccountsScreens.xml
opentaps/crmsfa/widget/crmsfa/screens/contacts/ContactsScreens.xml
opentaps/crmsfa/widget/crmsfa/screens/leads/LeadsScreens.xml
opentaps/crmsfa/widget/crmsfa/screens/orders/OrdersScreens.xml
opentaps/opentaps-common/webapp/common/WEB-INF/common-controller.xml
opentaps/purchasing/webapp/purchasing/order/viewOrder.ftl
opentaps/purchasing/widget/purchasing/screens/order/OrderScreens.xml
opentaps/purchasing/widget/purchasing/screens/supplier/SupplierScreens.xml