Here we will set up the framework for CiviCase
Setup CiviCRM
SMTP Mail settings
Before continuing with the CiviCRM configuration, let’s install a module that helps setup the SMTP settings to deliver emails.
Download the SMTP Authentication Support module here: https://drupal.org/project/smtp
Unzip it to the desktop then move it to /var/www/drupal/sites/all/modules/smtp
Now open Drupal/Modules and enable the module
Fill in required settings on the Administer -> Configuration -> System -> SMTP Authentication Support page.
When finished filling out the required information you can send a test email from the same page.
CiviCRM Installer
Download the CiviCRM gz file from https://civicrm.org/download
Un pack the file and put the folder civicrm into /var/www/html/sites/all/modules/
Now enable the module. Scroll down quite a way until you get to the civiCRM section.
Once enabled somewhere is a link to install the module.
Configuration Checklist
I had two warnings about folders not being downloadable. I went into /var/www/html/sites/default/files/ then right-clicked on civicrm/ and selected “open as root”. Then for both the /upload/ and /custom/ folders I right-clicked, selected properties/permissions and set “others” to ‘none’
http://localhost/drupal/index.php?q=civicrm/admin/configtask&reset=1
As you go through each item it will turn green to indicate you visited that page
Site Configuration
Localization: Nothing much to change here
Organization Address and Contact Info:
Name:
Description:
Mail settings:
Organization address:
Organization contact information: email and phone number
Enable Components: Add CiviCase and disable CiviContribute and CiviPledge
Viewing and Editing Contacts
Display preferences:
Viewing Contacts — adjust as shown
Viewing Smart Groups — accept default
Editing Contacts — adjust as shown
Contact Search — adjust as shown
Contact dashboard — doesn’t matter because contacts don’t have access
All other’s should work as default
Addresses
Adjust as shown, other settings okay at default
Maping and Geocoding — not used
Search Settings — accept defaults
Misc (Undelete, PDFs, Limits, Logging, Captcha, etc.) — accept defaults
Contact Types — treat under customization (Part 6)
Outbound Mail — treat under customization (Part 6) some problem here
From Email Address Options — treat under customization (Part 6)
Online Contributions / Online Membership Signup / Online Event Registration — not used
Organize your contacts — treat under customization (Part 6)
Errors
All that done, and now there are three errors being reported
One issue I expected because the Outbound Email settings I knew were weird.
This one was fixed by clickingo n the Go button, then entering information about the email server.
The other two issues had to do with file read permissions.
Here’s how I fixed the upload directory issue:
Open as root: /etc/apache2/ and open for editing: apache2.conf
http://stackoverflow.com/questions/5046100/prevent-access-to-files-in-a-certain-folder
Search for the section <Directory /var/www/> and change AllowOverride to ‘All’ as shown below.
<Directory /var/www/>
Options Indexes FollowSymLinks
AllowOverride All
Require all granted
Next I opened the folders that I was told were downloadable and edited the .htaccess file.
For example:
I opened as root: /var/www/drupal/sites/default/files/civicrm/upload/
I used the view menu item to select ‘view hidden file’I opened .htaccess to edit and add the following:
<Files “*”>
Order allow,deny
Deny from all
</Files>
When I researched the Security Warnings I found that there is a bug in CiviCRM related to these warnings. I tested and mine were open. Here’s the browser address I used for the test:
http://10.0.0.23/sites/default/files/civicrm/upload/latest-version-cache.txt
Originally it opened the file, after making the above changes it did not download.
Here’s a link to a discussion of the security risks and possible solutions
https://civicrm.org/advisory/civi-sa-2014-001-risk-information-disclosure
Here’s a link to a topic that talks about the issues
http://forum.civicrm.org/index.php?topic=31570.new;topicseen#new
And here’s the topic that is referred to in that previous link
http://wiki.civicrm.org/confluence/display/CRMDOC/checkUploadsAreNotAccessible
Here’s a link to the bug page at CiviCRM
http://issues.civicrm.org/jira/browse/CRM-14210
Now ready for customization
Click for Part 6