Login to cpanel, go to File Manager and create a folder in /public_html and give it a name e.g crm.
- Upload the zipped file you downloaded from Envato to this folder as a zip and extract it using cpanel (Extract).
- Go to Cpanel dashboard, click on Sub Domain and create a sub domain e.g crm.yourdomain.com and Document Root as /public_html/crm (crm is the folder name. You can use any name you want).
- Under the Cpanel dashboard page, click MySQL Databases (note that this step may vary and in some hosting providers can be different) and Create a new database that will be used for Workice CRM installation.
- Enter your database name and create it then create a new mysql user, set the mysql user password (write down the username and the password because it will be re-used later) and give the user All Privileges to your new database.
- Assuming that you uploaded the files to crm folder and your sub domain is crm.yourdomain.com, navigate to Eq. http://crm.yourdomain.com – Keep in mind that you need to adjust the URL based on where you uploaded the files.
- The installer will launch and check your server requirements. If all the requirements are met click on NEXT button.
- Installer checks for folder permissions. If all are checked, Click next.
- Enter your Application Name and Database Settings (Database Name, Mysql Username, Mysql Password and Database Host).
- Enter Admin email and password for the administrator and click Install button.
The installer will run the database migrations and write the configurations, if all goes well you should see a confirmation page that Workice has been installed. You can now click Exit and Login to your Workice CRM.
Go to Workice Settings and Make the necessary changes to start using the CRM.
Cronjobs
Cron is required to be set up for Workice CRM if you want all features to works as expected.
- Go to Cpanel dashboard page and click Cronjobs
- Select once per minute.
- Under the command field, follow the format below and replace text between curly braces ({}) as described below;
/opt/cpanel/ea-{php_version}/root/usr/bin/php /home/{cpanel_username}/public_html/{crm_folder_name}/artisan schedule:run >/dev/null
- Replace {php_version} with your php version e.g for php7.3 use php73 or php7.4 use php74
- Replace {cpanel_username} with your cpanel username e.g cpanel_username
- Replace {crm_folder_name} with your Workice folder name (If you named your folder crm replace with crm)
Assuming you are using php7.3, your cpanel username is cpanel_username and you installed workice on folder /public_html/crm the command will be;
/opt/cpanel/ea-php73/root/usr/bin/php /home/cpanel_username/public_html/crm/artisan schedule:run >/dev/null
Testing the cron job
In order to test if your cron job config works fine after you configure it, you can create custom invoice reminder.
From the main menu click Clients -> Create a test client and save. Click Invoices and create a test invoice, on the invoice details page click Set Reminder and create a reminder for your invoice, set the Recipient as your name and choose the nearest date eg if your time is 10:30 add reminder for 10:31 then enter reminder description e.g Test Reminder. Wait 5 minutes the cron job to run to notify you, you should receive a notification inside the CRM, the notification should be visible on the top right side bell.
If you received the notification, then this means that the cron job config is properly configured.
