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Zurmo on cloud

1-click AWS Deployment 1-click Azure Deployment 1-click Google Deployment

Overview

Zurmo is an Open Source Customer Relationship Management (CRM) application that is mobile, social and gamified. We use a test-driven methodology for building every part of the application.

This means you can create and maintain a custom-built CRM system with the assurance that future updates are not going to break your installation.

Zurmo is owned by Zurmo (http://zurmo.org/) and they own all related trademarks and IP rights for this software.

Cognosys provides hardened images of Zurmo on all public cloud i.e. AWS marketplace and Azure.

Secured Zurmo on Ubuntu 14-04 LTS

Zurmo on cloud for Azure-Ubuntu

step-by-step-instructions-for-azure-ubuntu

Features

Major Features of Zurmo

Contact Management

  • Full view of Contact details
  • 360 view of Accounts
  • Lead Management
  • Quickly find info with Global Search

Activity Management

  • Meetings,Tasks,Notes and Attachments all in one place
  • Roll Up to see activities from related records
  • Latest activities widget, easy view of historical information

Deal Tracking

  • Sales Force Automation
  • Create and Manage Opportunities
  • Track Sales Pipeline
  • Probability of Closure

Gamification

  • CRM Gamification rewards end users
  • Scores & Badges
  • Achievement & Status
  • Proven to improve User Adoption

Security

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

Personalize

  • Custom fields, layouts and labels
  • Custom Dashboards
  • Calculated fields
  • Dependent dropdowns

Azure

Installation Instructions For Ubuntu

Note : How to find PublicDNS in Azure

Step 1) SSH Connection: To connect to the deployed instance, Please follow Instructions to Connect to Ubuntu instance on Azure Cloud

1) Download Putty.

2) Connect to virtual machine using following SSH credentials:

  • Hostname: PublicDNS  / IP of machine
  • Port : 22

Username: Your chosen username when you created the machine ( For example:  Azureuser)
Password : Your Chosen Password when you created the machine ( How to reset the password if you do not remember)

Step 2) Database Login Details:

  • MYSQL Username : root
  • MYSQL Password : Passw@rd123

Note :-Please change password immediately after first login.

Step 3) Application URL: Access the application via a browser at http:/PublicDNS/zurmo. 

  •  Username : Super
  •  Password : Passw@rd123

Step 4) Other Information:
1.Default installation path: will be on your web root folder “/var/www/html/zurmo
2.Default ports:

    • Linux Machines:  SSH Port – 22
    • Http: 80
    • Https: 443
    • MYSQL ports: By default, these are not open on Public Endpoints. MYSQL: 3306


Configure custom inbound and outbound rules using this link

Installation Instructions For Centos

Note : How to find PublicDNS in Azure

Step 1) SSH Connection: To connect to the deployed instance, Please follow Instructions to Connect to Centos instance on Azure Cloud

1) Download Putty.

2) Connect to virtual machine using following SSH credentials:

  • Hostname: PublicDNS  / IP of machine
  • Port : 22

Username: Your chosen username when you created the machine ( For example:  Azureuser)
Password : Your Chosen Password when you created the machine ( How to reset the password if you do not remember)

Step 2)Database Login Details:

Username : root || Password : Passw@rd123

Step 3) Application URL: Access the application via a browser at http:/PublicDNS/zurmo. 

Step 4) Other Information:
1.Default installation path: will be on your web root folder “/var/www/html/zurmo”.

2.Default ports:

  • Linux Machines:  SSH Port – 22
  • Http: 80
  • Https: 443
  • MYSQL ports: By default, these are not open on Public Endpoints. MYSQL: 3306

Configure custom inbound and outbound rules using this link

Azure  Step by Step Screenshots 

step-by-step-instructions-for-azure

step-by-step-instructions-for-azure-ubuntu

step-by-step-instructions-for-azure-ubuntu

step-by-step-instructions-for-azure-ubuntu

enter-login-credentials-in-zurmo

zurmo-dashboard

create-user-by-filling-all-fields

user-details-zurmo

fill-credentials-in-zurmo


Google

Installation Instructions For Windows

Installation Instructions for Windows

Step 1) VM Creation:

  1. Click the Launch on Compute Engine button to choose the hardware and network settings.
  2. You can see at this page, an overview of Cognosys Image as well as estimated cost of running the instance.
  3. In the settings page, you can choose the number of CPUs and amount of RAM, the disk size and type etc.

Step 2) RDP Connection: To initialize the DB Server connect to the deployed instance, Please follow Instructions to Connect to Windows instance on Google Cloud

Step 3) Database Login Details:

The below screen appears after successful deployment of the image.

successful deployment of the image

For local MySQL root password, please use the temporary password generated automatically during image creation as shown above.

i) Please connect to Remote Desktop as given in step 2 to ensure stack is properly configured and DB is initialized.
ii) You can use MySQL server instance as localhost, username root and password as shown above.

If you have closed the deployment page you can also get the MySQL root password from VM Details  “Custom metadata” Section.

Step 4) Application URL:

1.Default installation path: will be in your root folder “C:\iometer-1.1.0-win64.x86_64-bin”
2.Default ports:

  • Windows Machines:  RDP Port – 3389
  • Http: 80
  • Https: 443

Configure custom inbound and outbound rules using this link

Step 5) Other Information:

1.Default ports:

  • Linux Machines:  SSH Port – 22

2. To access Webmin interface for management please follow this link

Videos

Secured Zurmo on Ubuntu 14-04 LTS

Zurmo on cloud

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