3. • Introduction
• What is CIVICRM?
• Features
• Requirements
• How to install
• Database installation
• Module installation
• Review Permission
• Configuration and settings
6. • CiviCRM is a web-based, internationalized suite of computer software for
constituency relationship management, that falls under the broad rubric of
customer relationship management.
• It is specifically designed for the needs of non-profit, non-governmental, and
advocacy groups, and serves as an association management system.
• CiviCRM is designed to manage information about an organization's
donors, members, event registrants, subscribers, grant application seekers and
funders, and case contacts. Volunteers, activists, voters as well as more general
sorts of business contacts such as employees, clients, or vendors can be
managed using CiviCRM
What is Civicrm?
7. • CiviCRM is deployed in conjunction with either the Drupal or Joomla! content
management systems (CMS), and is supported by many hosting and professional
services companies. Both the Drupal and Joomla! professional associations use
CiviCRM. CiviCRM's license is the GNU AGPL 3.
• CiviCRM version 4.0 supports new versions of Drupal (7.x) and Joomla
(1.6.x), while CiviCRM 3.4 supports older versions of Drupal (6.x) and Joomla
(1.5.x)
• CiviCRM version 4.1, currently in alpha, supports Drupal 6 and 7, Joomla 1.7, and
for the first time also WordPress 3.3
What is Civicrm?
8. • Contact management
• Events management
• Mass mail
• Reports(e.g. annual, monthly, weekly)
• Schedule Reminders
• Reports Reminders
• Enquiry management
Features
9. • Linux
• Apache 2.1
• PHP 5.2.x (or newer)
• MySQL 5.x with INNODB enabled
• Drupal 7.x
Requirements
10. • Just keep in mind This presentation is for Drupal 7
• First of all download the package. You can download here
• Package is available for Joomla and Drupal. Choose the Drupal 7 package.
• Unzip the folder
• Upload or put the package to the module folder in drupal or best option to put
in /sites/all/modules. If modules does not exits then make one. Later one is the
best practice in a sense if you need to delete any of the modules ll be much
easier or you are having multisites
How to install
11. • Civicrm has its own database which is out of the Drupal or Joomla. It does not
add tables into the Drupal or Joomla Database.
• Go to your admin panel and create a seprate database. You can do that via going
to mysql, phpmyadmin or ask you host provider to setup for you.
• Named the data base according your convention for tha project. E.g. site-civicrm
• keep in hand the information of mysql username and password. It ll be handy in
next steps
How to instal – Database setup
12. • Login to your Drupal site with Administrator level permissions
• Point your web browser to the following URL:
• http://<your_drupal_home>/sites/all/modules/civicrm/install/index.php
• You should see the CiviCRM Installer screen.
• Initially, you will see a red bar with the message "These database details don't
appear to be correct." This is expected as you haven't entered your database
settings yet.
• If you see other errors, check the Requirements details at the bottom of the
page for more information. You will need to correct any issues before
continuing.
How to install – Civicrm installation
13. • Fill in the CiviCRM Database Settings.
• Fill in the Drupal Database Settings for your existing Drupal database (as noted
in step 2 above).
• Select the appropriate language for the base installation. You will be able to add
other languages after the installation for multi-lingual sites.
• Click the Check Requirements and Install CiviCRM button.
How to install – Civicrm installation
14. • The installer will configure your databases, create the settings file and redirect you
to your Drupal Home page.
• If you still see a red bar with the message "These database details don't appear to be
correct." - check the Database Details section below your settings for specific errors
and problems. Once you correct these problems, click "Recheck requirements" to
verify your settings before continuing.
• If you are on a Windows machine and get the message "The user account used by
your web-server needs to be granted write access to the following directory in order
to configure the CiviCRM settings file:
C:<drupal path>/sites/default" even after changing directory permission in Explorer,
see http://forum.civicrm.org/index.php/topic,5056.msg23720.html#msg23720 for
instructions how to change the permissions using CMD.
• Once you see the green "You're ready to install!" message - you can click Check
Requirements and Install CiviCRM
How to install – Civicrm installation
15. • Verify that the Roles that you want to have access to CiviCRM have the
appropriate permissions checked. CiviCRM is installed with a number of fixed
permissions (such as "edit contacts" and "administer CiviCRM
How to install - Review permissions
16. • Login to your Drupal site with an administrator-level login
• Click the CiviCRM link in the main navigation block
• Click Administer CiviCRM
• If your Drupal site makes use of the db_prefix setting (in settings.php - cf. Step 2,
above), click Configure Global Settings, then Drupal Integration Settings, and
update the box for the Drupal Users Table Name so that it includes the prefix.
• Click Synchronize Users-to-Contacts in the top group of icons
Configuration and settings
