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Installation
From X2Engine
Contents
1 Before Installation
1.1 Required Knowledge
1.2 System Requirements
1.3 If Requirements Are Not Met
1.3.1 Directory Ownership
1.3.2 PHP Version
1.3.3 PHP Extensions
1.4 Installing Without All Requirements: What Won't Work
1.5 Recommended System
2 Installing
2.1 Using The Installation Page
2.2 Using The Command Line Installer
3 Miscellaneous Post-Installation Tasks
3.1 Configuring the "Email Dropbox"
4 References
Before Installation
Before installing X2Engine, you should first ensure that
Required Knowledge
Installing X2Engine requires you are able to perform the following taks (and
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If you are unsure of how to perform any of these, please ask for assistance
on The X2Engine Forums (http://x2community.com).
System Requirements
You can quickly determine if your web server can run X2Engine by
downloading the requirements checking script (link: requirements.php),
uploading it to your web server, and opening it in a web browser. When
finished using the script, delete it; it displays detailed information about the
server's PHP configuration. Displaying it publicly for indefinite time can
pose a security risk; it could be useful to attackers. In general, the following
are the absolute minimum requirements for installation:
/ApachePHPRequestHandling)).
You should also use a method of uploading files to the server that results in
them having the same ownership as the "domain owner" (this terminology is
used by most shared hosting providers). FTP services have been known to
fail in this regard, whereas web-based file managers available in hosting
control panels are often much more consistent. Uploading files with proper
ownership will completely circumvent file permission and ownership issues.
PHP Version
By adding the appropriate directives to the .htaccess file in the web root of
X2Engine (NOT replacing the file, but changing it), the PHP version can
ideally be set. You can test whether this method succeeds by re-visiting the
requirements checker script and verifying that the PHP version in use is 5.3
or later.
In other cases, it may be possible to enable later versions of PHP via the
web hosting control interface (i.e. CPanel or Webmin). Otherwise, the only
option will be to contact the hosting provider and request that version 5.3
be made available.
PHP Extensions
If your server does not meet the minimum system requirements for running
X2Engine, and you are a system administrator of your server, you will be
able to install the necessary modules. Note, however, that as of the most
recent version, the MySQL PDO extension is the only extension used by
X2Engine that isn't included by default and always enabled in PHP 5.3; the
reflection class and
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On Ubuntu & Debian: the extension mbstring will typically be included in the
Apache module package.
Recommended System
The following attributes of the hosting environment are by no means
required. However, they are the same as the primary servers on which
X2Engine is most commonly developed and tested, and thus would be the
most likely to never cause problems:
Zip extension
Minor Cannot import or export custom modules.
missing
mbstring
Application crashes upon login with "invalid
extension Fatal
unicode sequence" error.
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Installing
Using The Installation Page
Browser-based installation generally proceeds as follows:
host
The (MySQL) database hostname
db
The database name
user
The database username
pass
The database password
app
The application name (i.e. "Company X CRM") that shows up in various
places throughout the app.
currency
The 3-letter code for the currency to be used in quotes and
opportunities. Currently supported currencies include:
USD,EUR,GBP,CAD,JPY,CNY,CHF,INR, and BRL.
lang
The application's language.
timezone
The time zone. It must be a valid timezone alias; see List of supported
time zones (http://php.net/manual/en/timezones.php) for more info.
adminEmail
The email address of the application's owner
adminPassword
The administrator's application password
adminUsername
The username of the administrator
dummyData
Whether to include sample data in the installation, for evaluative
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webLeadUrl
The base URL of the web application.
unique_id
The product key, if installing a commercial edition. In Open Source
Edition, it can simply be left "none". If it is "none" in Open Source
Edition, the user will need to enable software updates separately by
going to "Updater Settings" in the administrative index, in the "System
Settings" section.
visibleModules
Initial module visibility setting; a comma-delineated list of modules to
be displayed in the menu at the top of the CRM.
test_db
Set this to 1 if constructing a unit/functional testing environment (see
Test-driven Development: preparing a testing database)
test_url
If installing a testing environment, the URL to the "index-test.php"
entry script that web tests will use.
installType
Installation type to report to the updates server. This is a setting that is
used for internal reporting/statistical purposes and should be left as-is.
Miscellaneous Post-Installation
Tasks
Configuring the "Email Dropbox"
This section has been moved to the article: "E-Mail Configuration"
References
1. In a discussion on our forums, "Hosting that works"
(http://x2community.com/topic/703-hosting-that-works/), some users
propose or advocate web hosts that they have had experiences with. A
general consensus on GoDaddy (and our own professional opinion,
based on repeated bad experiences) is that it is a very poor choice for
hosting X2Engine.
2. X2Community Forums: "Can't open contact View"
(http://x2community.com/index.php?/topic/386-cant-open-contact-view/)
3. PCRE Changelog (http://www.pcre.org/changelog.txt)
oldid=1948"
Category: Support
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