simple asterCRM installation guide for asterisk

– September 11, 2008Posted in: Tutorial

for asterCRM 0.047beta

  1. Download asterCRM package from sf.net, unzip it and put all files/folders to your WEBroot folder

    2. cd /usr/src
    wget http://nchc.dl.sourceforge.net/sourceforge/asterisk-crm/astercrm-0.047beta.zip
    unzip astercrm-0.047beta.zip
    mv ./astercrm-0.047beta /var/www/html/astercrm

    It is highly advised that the whole eventsdaemon directory be moved to a more secure location like /opt and out of the WEB root directory (in step 2)

  2. Create the directories and move eventsdaemon scripts:

    3. in 0.047 beta, there’re several daemon scripts in the package:

    • astercc, asterccd, asterccdaemon are for users who would use astercc to catch asterisk call records
    • eventdog.sh, eventsdaemon.pl are for users who would use eventsdaemon to catch asterisk AMI events

    Users could choose either method to use, the difference of these two methods could be found here

    dialer.pl is for scheduler calls, but it’s not fully tested in 0.047beta yet

    mkdir -p /opt/asterisk/scripts/eventsdaemon
    mv /var/www/html/astercrm/eventsdaemon/* /opt/asterisk/scripts/eventsdaemon
    chmod +x /opt/asterisk/scripts/eventsdaemon/eventsdaemon.pl
    chmod +x /opt/asterisk/scripts/eventsdaemon/eventdog.sh
    chmod +x /opt/asterisk/scripts/eventsdaemon/astercc
    chmod +x /opt/asterisk/scripts/eventsdaemon/asterccd
    chmod +x /opt/asterisk/scripts/eventsdaemon/asterccdaemon

  3. Create the MySQL database and tables, asterCRM requires mysql 4.1 or above

    4. mysqladmin -uyourmysqluser -pyourmysqlpasswd create astercrm
    mysql -uyourmysqluser -pyourmysqlpasswd astercrm </var/www/html/astercrm/sql/astercrm.sql

    here we create the database named astercrm, you could use whatever db name you want use your configration to replace “yourmysqluser” and “yourmysqlpasswd”

  4. Update /etc/asterisk/manager.conf to enable Manager connections

    5. [general]
    enabled = yes
    port = 5038
    bindaddr = 0.0.0.0
    ;displayconnects = yes

    ;the following line could be changed by yourself
    [asterccdaemon]
    secret = myasterccdaemon
    read = system,call,log,verbose,command,agent,user
    write = system,call,log,verbose,command,agent,user
    deny=0.0.0.0/0.0.0.0
    ; only allow local access, if you want to run asterCRM on another server
    ; use your asterCRM ip to replace 127.0.0.1 or add a new line
    permit=127.0.0.1/255.255.255.0

  5. Modify astercrm.conf.php to fit your configuration

    6. Mainly first you need set database connectoin parameters in section [database] so that you can login, then u can set other parameters via web pages.

  6. Start Asterisk and daemons you use

    7. There are two daemon modes you can choose, eventsdaemon mode or astercc mode.

    • using eventsdaemon.pl (eventtype = event in astercrm.conf.php)

    open eventsdaemon.pl using some editor, then modify for database setting and AMI setting.
    try start the eventsdaemon.pl using
    /opt/asterisk/scripts/eventsdaemon/eventsdaemon.pl
    if you could read:
    “Message: Authentication accepted”
    congratulations, your eventsdaemon works well
    use ctrl + c to exit
    or else, please check your database/AMI configration in eventsdaemon.pl

    then start eventsdaemon as a daemon:
    /opt/asterisk/scripts/eventsdaemon/eventsdaemon.pl -d

    At some point, for better performance, it may be desirable to delete old events from database, you can check eventsdaemon.pl for parameter “log_life”, which is for such purpose.

    Also we provide a “watch dog”, it would help you restart eventsdaemon when it’s down, like asterisk restart.
    Add this line to your start-up file
    /opt/asterisk/scripts/eventsdaemon/eventdog.sh
    so that everytime your server start, eventsdaemon would be loaded

    • using astercc (eventtype = curcdr in astercrm.conf.php)

    modify /opt/asterisk/scripts/eventsdaemon/astercc.conf to fit your configuration
    try start astercc using
    /opt/asterisk/scripts/eventsdaemon/astercc
    if you could read like following line:
    “Connecting to mysql database on 127.0.0.1:
    Database connection successful.
    Connecting to asterisk on 127.0.0.1 port 5038:
    Asterisk socket connection successful.
    Check asterisk username & secret:
    Success
    Monitor Start:
    …(some log message)…”
    congratulations, your astercc works well then use ctrl + c to exit
    or else, please check your database/AMI configration in astercc.conf

    then start astercc as a daemon:
    /opt/asterisk/scripts/eventsdaemon/astercc -d

    Start up astercc daemons when system startup:
    Note: This option can only fit to redhat-release system.
    If you want astercc daemons to start automatically when you boot your
    machine, you need to :

    cp /opt/asterisk/scripts/eventsdaemon/asterccd /etc/rc.d/init.d
    chmod 755 /etc/rc.d/init.d/asterccd
    chkconfig –add asterccd

    Advice: Configure your astercc restart once everyday, it’s not necessary, but it ‘s good for your astercc operation.
    for example: you want to restart astercc at 0′clock everyday,just do the following line as root.
    crontab -e
    add a line:
    0 0 * * * /etc/rc.d/init.d/asterccd restart
    end of this file, the first “0″ figures minutes and the second “0″ figures hours.

    a asterCC installation guid could be found here.

  7. Set file&folder access

    8. set upload foler permission, so that you can upload your csv/excel files then import data
    chmod 777 /var/www/html/astercrm/upload

    set configratoin file permission, so that you can modify asterCRM perference via web
    chmod 777 /var/www/html/astercrm/astercrm.conf.php

  8. Test

    9. open your browse, then enter this address

    http://localhost/astercrm

    or

    http://YOUR-WEB-SERVER-ADDRESS/astercrm

    login with admin/admin

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