Installation on Linux or Mac OS
Set Up Configuration (Database & Settings)
Fat Free CRM supports PostGreSQL, MySQL and SQLite databases. The source code comes with sample database configuration files, such as:
Based on your choice of database, create
cp config/database.mysql.yml config/database.yml
config/database.ymland specify database names and authentication details.
- Then, edit your
Gemfileand uncomment only your chosen database.
Install Gem Dependencies
You may need to install some platform specific libraries to satisfy all the gem dependencies.
- On Centos (RedHat), the following command will install them:
yum install ImageMagick-devel libxml2 libxml2-devel libxslt libxslt-devel
- or, if you are on a Debian based system:
sudo apt-get install libmagick<notextile><tt>+-dev libxml2 libxml2-dev libxslt1 libxslt1-dev
Run the following command from the application’s root directory:
bundle install --without heroku
Now you are ready to create the database:
Configure Application (Optional)
You can configure Fat Free CRM settings, such as your host, base URL, language (locale), menu structures, default colors, and email authentication.
Fat Free CRM settings are stored in three places, and are loaded in the following order:
- config/settings.yml (if exists)
- ‘settings’ table in database (if exists)
Settings loaded last have the highest priority, and override any settings from the previous sources.
To override any settings:
- Create a blank file at
- Copy the settings that you want to override from
config/settings.default.yml, and configure the values.
config/settings.ymlto the git repo with the following commands:
git add -f config/settings.yml git commit -m "Added config/settings.yml"
If all you want to do is change the language to French, your
config/settings.yml file only needs to contain the following line:
Run database migrations and set up an admin user
Run the following rake task:
The previous command will migrate the database and prompt you for an admin user name, password and email. If you want to run the setup procedures without any user input, you can use the following (useful for automated server deployments):
rake db:migrate && rake ffcrm:setup:admin USERNAME=admin PASSWORD=password EMAILemail@example.com
Load Demo Data (Optional)
You can test drive Fat Free CRM by loading sample records that are generated on the fly mimic the actual use.
IMPORTANT: Loading demo will delete all existing data from your database.
Among other things the demo generator creates 8 sample user records with the following usernames: aaron, ben, cindy, dan, elizabeth, frank, george, and heather+. You can log in with any of these names using the name as password. The demo site at http://demo.fatfreecrm.com provides access as a sample user as well.
You can reset the database and reload demo data at any time by using:
Run the App
Now you should be able to launch the Rails server and point your web browser to http://localhost:3000