Installing Seltzer CRM

1. Create an empty MySQL database on your webserver.

• This can be done using an application such as PHPMyAdmin

• if using the MySQL command line, the following commands will create a DB user, create a blank DB and give that user all privileges on the DB

  mysql -u <username> -p

  CREATE DATABASE seltzer-dev CHARACTER SET utf8 COLLATE utf8_general_ci;
CREATE USER 'seltzer-dev'@'localhost' IDENTIFIED BY '<password>';
GRANT ALL PRIVILEGES ON seltzer-dev . * TO 'seltzer-dev'@'localhost';

  FLUSH PRIVILEGES;

  quit

2. Download the package by going to http://github.com/elplatt/seltzer and clicking the "ZIP" button.

• Or, if using the command line/terminal, type wget https://github.com/elplatt/seltzer/archive/"branch".zip where "branch" is the branch you want to download.
• You can also fetch it from git by using the following command - git clone --branch "branch" https://github.com/elplatt/seltzer.git, again where "branch" is the branch you want to download.
• Running git clone https://github.com/elplatt/seltzer.git will clone the master branch.

3. Unzip the downloaded package if necessary.

4. Under seltzer/crm, copy config.sample.inc.php to config.inc.php, and modify it to reflect the settings for your database and organization.

• The following command assumes you've downloaded the zip/cloned the repo to a subdirectory of your home directory. It copies the sample config file to a new config file and opens it in nano for editing
  cp seltzer/crm/config.sample.inc.php seltzer/crm/config.inc.php; nano seltzer/crm/config.inc.php

5. Upload the seltzer/crm directory to the document root of your webserver. Example: /var/www/html/crm. If you want to use a directory other than /crm, you will need to update $config_base_path in config.inc.php.

6. Make sure PHP "magic quotes" are disabled (http://php.net/manual/en/security.magicquotes.disabling.php).

7. Open a web browser and navigate to install.php in the crm directory. Example: http://yourserver.com/crm/install.php

8. Enter an email and choose a password for the admin user.

9. You can now log in using "admin" as the username and the password you selected during installation.

10. Optionally go to Plans > Import to upload a CSV file of existing members. See HOWTO Import Plans for more info.

11. Optionally go to Members > Import to upload a CSV file of existing members. See HOWTO Import Members for more info.