How To Install X2CRM on Ubuntu 16.04

In this tutorial, we will show you how to install and configuration of X2CRM on your Ubuntu 16.04. For those of you who didn’t know, X2CRM is open-source marketing, sales, and customer service CRM application powered by an easy-to-use workflow engine and process management framework. Manage your clients with an endlessly customizable, powerful app, and boost your productivity like never before.

This article assumes you have at least basic knowledge of Linux, know how to use the shell, and most importantly, you host your site on your own VPS. The installation is quite simple and assumes you are running in the root account, if not you may need to add ‘sudo‘ to the commands to get root privileges. I will show you the step-by-step installation of X2CRM on a Ubuntu 16.04 (Xenial Xerus) server.

Prerequisites

• A server running one of the following operating systems: Ubuntu 16.04, and any other Debian-based distribution like Linux Mint.
• It’s recommended that you use a fresh OS install to prevent any potential issues.
• SSH access to the server (or just open Terminal if you’re on a desktop).
• A non-root sudo user or access to the root user. We recommend acting as a non-root sudo user, however, as you can harm your system if you’re not careful when acting as the root.

Install X2CRM on Ubuntu 16.04

Step 1. First, make sure that all your system packages are up-to-date by running the following apt-get commands in the terminal.

sudo apt-get update
sudo apt-get upgrade

Step 2. Install LAMP (Linux, Apache, MariaDB, and PHP) server.

A Ubuntu 16.04 LAMP server is required. If you do not have LAMP installed, you can follow our guide here. Also, install all required PHP modules:

apt-get install php7.0-mysql php7.0-curl php7.0-json php7.0-cgi php7.0 libapache2-mod-php7.0 php7.0-mcrypt php7.0-gd

Step 3. Installing X2CRM.

The first thing to do is to go to X2CRM’s download page and download the latest stable version of X2CRM:

wget https://github.com/X2Engine/X2Engine/archive/master.zip

Unpack the Bludit archive to the document root directory on your server:

unzip master.zip
mv X2CRM-master/x2engine/ /var/www/html/x2cr

Set the file permissions for Bludit CMS:

chown -R www-data:www-data /var/www/html/x2crm/

Step 4. Configuring MariaDB for X2CRM.

By default, MariaDB is not hardened. You can secure MariaDB using the mysql_secure_installation script. you should read and below each step carefully which will set a root password, remove anonymous users, disallow remote root login, and remove the test database and access to secure MariaDB:

mysql_secure_installation

Configure it like this:

- Set root password? [Y/n] y
- Remove anonymous users? [Y/n] y
- Disallow root login remotely? [Y/n] y
- Remove test database and access to it? [Y/n] y
- Reload privilege tables now? [Y/n] y

Next, we will need to log in to the MariaDB console and create a database for the X2CRM. Run the following command:

mysql -u root -p

This will prompt you for a password, so enter your MariaDB root password and hit Enter. Once you are logged in to your database server you need to create a database for X2CRM installation:

MariaDB [(none)]> CREATE DATABASE x2crm;
MariaDB [(none)]> GRANT ALL PRIVILEGES ON x2crm.* TO 'x2crmuser'@'localhost' IDENTIFIED BY 'your-password';
MariaDB [(none)]> FLUSH PRIVILEGES;
MariaDB [(none)]> \q

Step 5. Configuring Apache web server for X2CRM.

Create a new virtual host directive in Apache. For example, create a new Apache configuration file named ‘x2crm.conf’ on your virtual server:

sudo a2enmod rewrite
touch /etc/apache2/sites-available/x2crm.conf
ln -s /etc/apache2/sites-available/x2crm.conf /etc/apache2/sites-enabled/x2crm.conf
nano /etc/apache2/sites-available/x2crm.conf

Add the following lines:

<VirtualHost *:80>
ServerAdmin admin@yourdomain.com
DocumentRoot /var/www/html/x2crm/
ServerName your-domain.com
ServerAlias www.your-domain.com
<Directory /var/www/html/x2crm/>
Options FollowSymLinks
AllowOverride All
Order allow,deny
allow from all
</Directory>
ErrorLog /var/log/apache2/your-domain.com-error_log
CustomLog /var/log/apache2/your-domain.com-access_log common
</VirtualHost>

Now, we can restart the Apache webserver so that the changes take place:

systemctl restart apache2.service

Step 6. Accessing X2CRM.

X2CRM will be available on HTTP port 80 by default. Open your favorite browser and navigate to http://yourdomain.com/ or http://server-ip-address/ and complete the required steps to finish the installation. If you are using a firewall, please open port 80 to enable access to the control panel.

Congratulations! You have successfully installed X2CRM. Thanks for using this tutorial for installing X2CRM on your Ubuntu 16.04 (Xenial Xerus) system. For additional help or useful information, we recommend you check the official X2CRM website.

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