Changes between Version 18 and Version 19 of CiviCRM HowTo Install

Timestamp:

10/24/12 12:04:26 (12 years ago)

Author:

Nick Holden

Comment:

--

CiviCRM HowTo Install

@@ -5 +5 @@
 Install drupal 7 (currently 7.15)
 
-Install the drupal-ldap module
+Install and configure the drupal-ldap module.
 
 Install drush 5.7
@@ -23 +23 @@
 Run 'Synchronize contacts to users' to ensure that cid=1 is set to the site admin user.
 
-Then use the configuration checklist within the CiviCRM module.[[BR]]
-Disable CiviMail, CiviMember, CiviEvent and CiviCampaign.[[BR]]
+Then use the configuration checklist within the CiviCRM module.
 
-Change date and time representations to UK format using Administer >> Localization >> Date Formats
+In 'Address settings', in both the address format boxes, shift the supplemental_address_1 field ABOVE the street_address field. Change 'contact.state_province' to 'contact.state_province_name'. In the 'address editing' section, turn off 'post code suffix', 'county', latitude, longitude, street address parsing.
 
-In Administer >> Localization >> Address settings turn off 'post code suffix', 'county', latitude, longitude, street address parsing. In the two format boxes, shift the supplemental_address_1 field ABOVE the street_address field. Change 'state_province' to 'state_province_name'.
+In 'Display Preferences', under 'editing contacts', untick IM, OpenID and Website. Also untick 'Notify activity assignees'. In the 'contact dashboard' section, tick 'Assigned activities'.
 
-In Administer >> Display Preferences, under 'editing contacts', untick IM, OpenID and Website. 
+In 'Outbound Mail' set the mail type to SMTP and the server to smtp.xuhl-tr.nhs.uk port 25. Authentication is not required.
+
+in Administer >> System Settings >> Enable Components, disable CiviContribute, CiviMail, CiviMember, CiviPledge, CiviEvent, CiviGrant and CiviCampaign. Enable CiviCase and CiviReport only.
+
+Change date and time representations to UK format using Administer >> Localization >> Date Formats.
 
 In Administer >> Settings - Directories set the 'templates directory' to the drupal base path + "sites/all/civicrm_templates" - this is essential for the CiviCase XML files to be read.
 
-In Administer >> Customize Data >> Word Replacements set "CiviCase" -> "Study Management", "Case Types" -> "Research Studies", "Case Type" -> "Study", "Open Case" -> "Enrol onto study", "Case Subject" -> "Enrolment Label", "Case Statuses" -> "Enrolment Statuses", "Case" -> "Study Enrolment", "case" -> "study enrolment", "Client" -> "Participant".
+In Administer >> Customize Data >> Word Replacements set "CiviCase" -> "Study Management", "Case Types" -> "Research Studies", "Case Type" -> "Study", "Open Case" -> "Enrol into study", "Case Subject" -> "Enrolment Label", "Case Statuses" -> "Enrolment Statuses", "Case" -> "Study Enrolment", "case" -> "study enrolment", "Client" -> "Participant".
 
-Finally, install the lcbru module to configure the GENVASC case sructure and other customisations specific to the LCBRU.
+Finally, install the lcbru module to configure the GENVASC case sructure and other customisations specific to the LCBRU, the GENVASC label printing module and the ICE messaging module. Also enable the 'CiviGroup Roles Sync' module.
+
 
 === Issues ===