X2CRM is a free and open source CRM (customers relation management) software, it’s similar to Salesforce, Microsoft Dynamics, and SugarCRM. If you’re a small business owner and you want to try installing X2CRM on your own server then this post is for you.
This post will present a step by step guide on how to install X2CRM for free on Cloud9 for development purposes, please note that it’s not advisable to install a Production version of X2CRM on Cloud9 as the free tier isn’t designed for that intended purpose. Now, and without further ado let’s dive into the tutorial.
First, you’ll need to sign-up for the free version of Cloud9.
After signing up and confirming your email, you’ll be directed to your dashboard, just click on the “add workspace” plus sign.
You’ll be directed to a new window where you should set up your workspace, select the PHP option and then create the workspace. In the “Clone from Git” field, copy and paste the following link”https://github.com/X2Engine/X2CRM.git”
If the download content isn’t installed in your root directory then the folder’s content should be moved to your root directory, by simply dragging and dropping them using the Workspace side menu (i.e in the screenshot below, moving the files from x2engine folder to trial).
Now, just click on the “Run Project” arrow, then click on the “Preview”, the installation window will appear in a browser like a side-window.
The following step could be divided into multiple parts, in the first part, you should create your admin username, email, and password.
In the second section of the installation process you should enter the database credentials, use the ones in the screenshot below; Host Name “0.0.0.0”, username “root”, database name “c9”.
In the final part of this step, you should de-select the “Notify me of software update” then hit the “Install” tab.
Now, the installation will be completed and you’ll be directed to a new window, in that window click on the “Click here to log in to X2CRM” tab and you’ll be directed to the admin login window, just log in using the admin username and password you have created in step 5.
Now, you’ll be directed to the administrator panel where you can control your portal.
Congratulations, now you have a fully functional installation of X2CRM on Cloud9. But, remember this installation should be for development purposes only and not for production.