Instructions & Tutorials

How to fix banned host problem in Epesi?

todo

How to run Epesi CRM on Windows?

1. Using prebuilt UniServer package  - just download and run (even from USB stick)
2. Install XAMPP first and then run regular Epesi setup wizard

Our very old machine: 

ThinkPad T410 running Windows 10 
8 GB of RAM 
2.4 GHz processor
240 GB SSD solid state Drive

Used Software:

https://www.7-zip.org/

1. Instruction using UniServer package

  1. Download a complete package of UniServer bundled with Epesi from SourceForge and locate it in the root of C: drive.  
  2. Just start the UniController.exe and allow the access from Windows Firewall to run UniController as well as Apache and MySQL.
  3. System automatically starts at the localhost index. 
Narrative version:


2. 

Practical guide how to build Epesi Barbican

New domain registrations 

Buy a domain on Enom (or WHMCS)
Change DNS server settings if needed (on Enom)
custom change to dns.epesi.cloud, ns1.epesi.cloud and ns2.epesi.cloud
Create New order for the new domain and accept it on WHMCS admin
Check if the domain occurs in cPanel and its Zone Editor
Health check via MXToolBox check https://mxtoolbox.com/ and DNS Propagation checker https://www.whatsmydns.net/#MX/barbican.cloud 
Create index.html landing page

How to add an addon to custom recordset using RAD tools? - InProgress

New Referral custom module was created via Epesi RAD - LowCode and NoCode tools - in half an hour. 

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Details addon was added as a new page while creating the module in Epesi Record Browser. 

I needed Notes addon to add Referrals original PDFs but Epesi admin doesn't support it.

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Jasiek said:
It is possible in two ways. In your custom module directory via terminal or hacking the application using PHPMyAdmin.


https://forum.epe.si/d/2313-developing-related-modules/6 

Defining the methods is only part of the work to have addons (including notes) added to Records. What you also need is to tell Record Browser to attach these addons. Tickets are doing this in the install() method:

Utils_RecordBrowserCommon::new_addon('premium_projects', 'Premium/Projects/Tickets', 'premium_projects_tickets_addon', 'Tickets');

The arguments are:
- RecordSet that will have the addon attached
- Main class of the module that will handle the addon
- method in the main class that displays the module
- Label for the addon
Notes addon is usually added using this method:

Utils_AttachmentCommon::new_addon('premium_projects');
You should include these calls in your install file, but if you want to avoid re-installing the module, you can also put these line in body() of your custom module, view the records and then delete these lines. Addons should then appear next time you view one of these records.

https://forum.epe.si/d/3557-jak-doda%C4%87-notatki-do-nowego-modu%C5%82u/3

To add UtilsAtachments to a recordset you need to register it:
// ************ addons ************** //
Utils_AttachmentCommon::new_addon('recordset');

for example from Phone calls installation:
Utils_AttachmentCommon::new_addon('phonecall');

or from Tasks installation file:
Utils_AttachmentCommon::new_addon('task');
CRM_MailCommon::new_addon('task');

This can be added via a console.

Powinno być tak:
Utils_AttachmentCommon::new_addon($fields->table_name());

Jasiek said:
Attachments are stored in the table: recordbrowser_addon

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Find recordbrowser_addon table

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PHPMyAdmin > Insert > 
The arguments are: 
tab - Custom RecordSet that will have the addon attached
module - Main class of the module that will handle the addon - Utils_Attachment
func - method in the main class that displays the module
pos - position
enabled - is anabled? 
label - Label for the addon

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And voilà. Notes addon added

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As well as Email addon 

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PC Disk replacement

If the old computer has CD-ROM (or DVD) you don't need anything else.

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When you open the case you will see that it's connected via 2 cables. 
...

OK - I will guide you through.

Hit Win key + R
It will open Run windows
Type: msconfig
It will start Windows configurator.
Uncheck selective startup - choose normal.
Reboot.
Let me know if it worked.

How to disable IPv6?

Windows

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Linux

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How to disable IPv6 on Linux Mint

https://intercom.help/privatevpn/en/articles/6468844-how-to-disable-ipv6-on-linux-mint 

How to run Epesi on Linux & XAMPP?

XAMPP on Linux Mint installation

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Apache: http://localhost/xampp/
PHPMyAdmin: http://localhost/phpmyadmin/
MariaDB: http://localhost:3306/
FTP Server: ftp://localhost/

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https://stackoverflow.com/questions/60214514/xampp-how-can-i-execute-php-files-from-home-directory 

https://askubuntu.com/questions/1120634/how-to-access-xampp-htdocs-folder-in-ubuntu-18-04-2

https://epesi.org/adminmanual/filepermissions

sudo chmod 777 /opt/lampp/htdocs

https://community.apachefriends.org/viewtopic.php?p=273247&sid=f0967a8d2c3543da4f29bdd799a6d494

https://copyprogramming.com/howto/install-xampp-for-ubuntu-on-home-directory 

ln -s /opt/lampp/htdocs/ ~/Documents/htdocs

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php extensions required

php extensions optimisation
memcache
opcache
php handler
Apache > cgi or fastcgi
fpm 
curl

xdebug (VSC and browser)

https://marketplace.visualstudio.com/items?itemName=xdebug.php-debug 

phpinfo.php will show you where to find error log etc

Small Office and Home network. Windows Linux Mac shares

Share Folders using Samba in Home Network with Mint 21

https://forums.linuxmint.com/viewtopic.php?t=377372 

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no root permisions!

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Make sure you added your user names to the samba password database. 

sudo smbpasswd -a ktylek

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sudo service smbd restart


How to disable IPv6 on Linux Mint

https://intercom.help/privatevpn/en/articles/6468844-how-to-disable-ipv6-on-linux-mint 

https://www.realvnc.com/en/connect/download/viewer/linux/ 

Epesi Roundcube configuration

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Epesi Premium modules

Every Epesi instance is different, but every of them are the same on the starting point. The premium modules are a result of years of work building solutions for hundreds different business scenarios, several industries and a range of business sizes from single owners to our biggest size client of 500 people company.  

Current version of them mostly is a standarize solutions that emerged 

basic configuration

Projects & Tickets

Projects & Tickets module configuration:
- added related records (addons): Timesheets, Email
- added custom Tickets types: Administration, Premium Support, Sales and Marketing, Consulting, Bug, Feature Request, Service Request
- added several examples of Projects and Tickets owned by different employees, with different rates

Epesi migration and upgrade

This article serves as a guide and procedure for upgrading Epesi instances under an eye of Epesi Developers.

Tip for beginners 
Read the whole article before proceeding. To avoid data loss always ensure you have backup before making changes. 

Backup Epesi database and files

Create a backup of MySQL database using PHPMyAdmin Export or mysqldump command which is recommended for large databases. 
 
mysqldump -u username -p database_name > backup.sql

Archive Epesi files downloading a compressed zip file from File Manager of your hosting Control Panel or proceed via Terminal:

zip -r <zip_file_name.zip> <folder_name>

Having access to the  Softaculous Auto Installer Premium version you can make an Epesi backup of files and database simultaneously with one click.   

Result
You should have already a backup of the Epesi database and files. If any of next steps will fail you will restore your instance with this backup. 

Migration to Triage

Upload your Epesi instance to a dedicated Epesi Cloud PaaS infrastructure. Our Engineers are continuously working on its improvement making it a VIP Epesi users only Cloud. It is fine tuned for any LAMP stack PHP compatible applications, especially Epesi. This allows you to test your application in the environment working as a Triage for Epesi Engineers. 

  1. Open a free account on Epesi Cloud PaaS platform.
  2. Login to Epesi Cloud control panel: cPanel or DirectAdmin.
  3. Upload your two backup files to Files Manager.

Result
You should have now a free Epesi Cloud account with backup of your Epesi uploaded.  

Upgrade 

Once your Epesi instance is on our dedicated PaaS we begin with a comprehensive audit. Following it, we will provide you a detailed report  on your Epesi current status and the possible improvements. What is required, needed and nice to have in the future. You decide what of the TODO list will be proceeded. 

We are starting cleaning, troubleshooting (if necessary), and updating libraries to ensure your system is fully prepared for the upgrade.

Finally, software is upgraded and available to you for testing and verifying on our infrastructure. 

Result
Your Epesi is upgraded, ready to migrate on your server or run on Epesi Cloud.

What next

Stay on Epesi Cloud


Your Epesi will run faster in our dedicated environment. Experience the benefits of leaving server maintenance, updates, and security patches to our experts, so you can focus on your business.

Migrate to your server 


By outsourcing this migration to us you can order an additional service on your machine including server audit, security patches, optimization and fine tuning. 

Run two instances simultaneously


For improvements or custom development, you can use Epesi Cloud for free during the entire development period, running your server version for daily operations and demo Epesi Cloud version simultaneously.

Still have questions?

Don't hesitate to write us a support ticket. We are here to assist you!