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 with opentaps in the Cloud

If you are using an opentaps in the Cloud Amazon EC2 instance from an instance which says "crm2", then CRM2 is already pre-loaded for you. Simply edit the file hot-deploy/crm2/config/crm2.properties and populate your settings:

crm2.activities.widget.baseOpentapsUrl = https://your-ec2-instance-ip.compute-1.amazonaws.com
crm2.activities.widget.authToken = your-auth-token-value
crm2.activities.widget.clientDomain = your-domain.com

Then, restart opentaps

$ /etc/init.d/opentaps restart

You should see an activities widget similar to those from Tour of CRM2 in your CRM system.

Setting up for opentaps 1.x

If you are using an older AMI which does not have "crm2" in its name, or if you are running opentaps on your own server, then you will have to get the code for 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

Then, follow the instructions above to configure your crm2/config/crm2.properties file and restart opentaps.