# 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/](https://www.7-zip.org/) ### 1. Instruction using UniServer package 1. Download a complete package of [UniServer bundled with Epesi from SourceForge](https://sourceforge.net/projects/epesi/files/EpesiOnWindows/ "UniServer bundled with Epesi from SourceForge") and locate it in the root of C: drive. [ ](https://sourceforge.net/projects/epesi/files/EpesiOnWindows/) 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. [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/HZ96vtI7vJoEdHoK-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/HZ96vtI7vJoEdHoK-image.png) *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. [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/REovMFswydqPKfye-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/REovMFswydqPKfye-image.png) 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](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](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 [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/BsyGf0wNEqT4wces-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/BsyGf0wNEqT4wces-image.png) Find recordbrowser\_addon table [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/9ilZ3N3tkJ0MYDBg-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/9ilZ3N3tkJ0MYDBg-image.png) 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 [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/qKo83eGcItTVk5Nu-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/qKo83eGcItTVk5Nu-image.png) And [voilà](https://en.wiktionary.org/wiki/voil%C3%A0). *Notes* addon added [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/wyfWBYwLdWQpP9Mu-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/wyfWBYwLdWQpP9Mu-image.png) As well as *Email* addon [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/cD8qLmJfhDLjHwlj-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/cD8qLmJfhDLjHwlj-image.png) # PC Disk replacement

From Viking Telegram group on 15 December 2023

\[Forwarded from Janusz Tylek\] We will connect 2 drives, copy all partitions from one to another and then switch. I will send you some utility for that. Ideally you boot from USB drive - it would be a good idea to pick one up at Micro Center if you don't have a spare one. Does not have to be big - even 16GB will suffice, but I'm sure for few bucks you can get 32, or 64 GB. You boot from USB and see both drives but they are inactive, unused. This is why you can copy everything without "file locked" or in use errors. To connect new SSD drive you disconnect CD-ROM both power and SATA data cables and borrow it for the duration of this disk cloning process. Once drives are switched (old HDD with new SSD) you reconnect CD and boot from HD not USB. Small adjustment in BIOS may be necessary. If the old computer has CD-ROM (or DVD) you don't need anything else. [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2023-12/scaled-1680-/0jxAvrf6cr1z8u28-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2023-12/0jxAvrf6cr1z8u28-image.png) 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 [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/YwVdfR3Vt6s5K0gQ-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/YwVdfR3Vt6s5K0gQ-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/PWCq8THEmAtFuzXb-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/PWCq8THEmAtFuzXb-image.png) ## Linux [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/DQohSqSqcBmjlID7-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/DQohSqSqcBmjlID7-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/3tDYU9I5mXjOtATX-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/3tDYU9I5mXjOtATX-image.png) How to disable IPv6 on Linux Mint [https://intercom.help/privatevpn/en/articles/6468844-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 [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/8yeMFzVA9m0tx9bh-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/8yeMFzVA9m0tx9bh-image.png) Apache: http://localhost/xampp/ PHPMyAdmin: http://localhost/phpmyadmin/ MariaDB: http://localhost:3306/ FTP Server: [ftp://localhost/](ftp://localhost/) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/L7RczBKkjnlruWjI-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/L7RczBKkjnlruWjI-image.png) [https://stackoverflow.com/questions/60214514/xampp-how-can-i-execute-php-files-from-home-directory](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://askubuntu.com/questions/1120634/how-to-access-xampp-htdocs-folder-in-ubuntu-18-04-2) [https://epesi.org/adminmanual/filepermissions](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) [https://copyprogramming.com/howto/install-xampp-for-ubuntu-on-home-directory](https://copyprogramming.com/howto/install-xampp-for-ubuntu-on-home-directory) ln -s /opt/lampp/htdocs/ ~/Documents/htdocs [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/V2ETmQ5nNUBipJ7I-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/V2ETmQ5nNUBipJ7I-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/CoT6sxQt4c36UVRC-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/CoT6sxQt4c36UVRC-image.png) 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](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](https://forums.linuxmint.com/viewtopic.php?t=377372) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/PhvezLym6X2EJLEd-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/PhvezLym6X2EJLEd-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/e3GSJOXeeF6zgSzW-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/e3GSJOXeeF6zgSzW-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/qoyqm1yMdF9rLTfq-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/qoyqm1yMdF9rLTfq-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/m1VZMrTqTn84fXxn-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/m1VZMrTqTn84fXxn-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/HQlBX9luAFZWdBku-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/HQlBX9luAFZWdBku-image.png) no root permisions! [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/9maFYaYzftLWL4ng-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/9maFYaYzftLWL4ng-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/6cKGjdKpOW9tdde2-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/6cKGjdKpOW9tdde2-image.png) [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/RWrrWD0cA1deMpvA-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/RWrrWD0cA1deMpvA-image.png) Make sure you added your user names to the samba password database. sudo smbpasswd -a ktylek [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/IWNpu0kR0LdHPMkz-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/IWNpu0kR0LdHPMkz-image.png) 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://intercom.help/privatevpn/en/articles/6468844-how-to-disable-ipv6-on-linux-mint) [https://www.realvnc.com/en/connect/download/viewer/linux/](https://www.realvnc.com/en/connect/download/viewer/linux/) # Epesi Roundcube configuration [![image.png](https://kb.epesi.cloud/uploads/images/gallery/2024-01/scaled-1680-/P79pZpXtPhHSs8mH-image.png)](https://kb.epesi.cloud/uploads/images/gallery/2024-01/P79pZpXtPhHSs8mH-image.png) # 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 ` Having access to the [ Softaculous Auto Installer ](https://www.softaculous.com/ " 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](https://epesi.cloud/ "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](https://epesi.cloud/ "Epesi Cloud PaaS") platform. 2. Login to Epesi Cloud control panel: [cPanel](https://mx.epesi.cloud:2083/ "cPanel") or [DirectAdmin](https://mail.epesicrm.com:2222/ "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](https://epesi.cloud/submitticket.php?step=2&deptid=1 "support ticket")**. We are here to assist you!