Installing CiviCRM onto Wordpress. How does it work?

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Presentation transcript:

Installing CiviCRM onto Wordpress

How does it work?

Data (Nodes, etc.) At the base of the system is the collection of nodes—the data pool. Before anything can be displayed on the site, it must be input as data.

Modules The next layer up is where modules live. Modules are functional plugins that are either part of the Drupal core (they ship with Drupal) or they are contributed items that have been created by members of the Drupal community. Modules build on Drupal's core functionality, allowing you to customize the data items (fields) on your node types; set up e-commerce; programmatically sorting and display of content (custom output controlled by filters you define); and more.

Blocks & Menus At the next layer, we find blocks and menus. Blocks often provide the output from a module or can be created to display whatever you want, and then can be placed in various spots in your template (theme) layout. Blocks can be configured to output in various ways, as well as only showing on certain defined pages, or only for certain defined users.

User Permissions Next are user permissions. This is where settings are configured to determine what different kinds of users are allow to do and see. Permissions are defined for various roles, and in turn, users are assigned to these roles in order to grant them the defined permissions.

Template On the top layer is the site theme (the "skin"). This is made up predominantly of XHTML and CSS, with some PHP variables intermixed, so Drupal- generated content can go in the appropriate spots. Also included with each theme is a set of functions that can be used to override standard functions in the modules in order to provide complete control over how the modules generate their markup at output time. Templates can also be assigned on-the-fly based on user permissions.

Order of Operations 1. Lithium Hosting Set-Up 2. MySQL Set-Up 3. Drupal Upload and install 4. CiviCRM Upload and Install

Lithium Hosting For those of you who have done this before it will be a review Tutorial o Follow this until page 6.

Databases and MySQL What is a Database? Databases designed to offer an organized mechanism for storing, managing and retrieving information. They do so through the use of tables. If you’re familiar with spreadsheets like Microsoft Excel, you’re probably already accustomed to storing data in tabular form. Here are just a few of the actions that you can perform on a database that would be difficult if not impossible to perform on a spreadsheet o Retrieve all records that match certain criteria o Update records in bulk o Cross-reference records in different tables o Perform complex aggregate calculation

MySQL What is MySQL? MySQL is a relational database management system (RDBMS) that runs as a server providing multi-user access to a number of databases. o Relational in the sense that it is a DBMS in which data is stored in the form of tables and the relationship among the data is also stored in the form of tables.

MySQL Set-Up What is MySQL?

<-- Create a database name. Write this down!

Create a user name. You can create multiple users if you want.

Above, you can see two databases my wordpress db and the new MySQL. Also, we have created a new user. Below you will see users currently in operation.

Install WordPress In Cpanel, scroll down to Software/Services Click on Softaculous Install wordpress on your domain or subdomain

1. If you scroll down to file manager within cpanel you want to click on “public_html” 2. Continue by clicking upload & upload your drupal tar.gz file 3. Select the.tar.gz file and select “extract”

Wordpres is now installed Now you can type “ This will direct you to the back end of you word press

Enter in "database name" from MySQL step As well as the username and password The advanced options include the server/host name. For this you will stay with "localhost"

In that new "modules" folder you created, select upload in the menu bar of the file manager. From here, browse for an upload "civicrm drupal.tar.gz" file that you downloaded form the CiviCRM site via sourceforge.

Once it is successfully uploaded you will see the file as seen above. From here you will select "extract" in the menu above and to the right

As suspected this will extract the file "civicrm" from the tar file.

Next step is the CiviCRM install in the address bar of your browser enter: o /drupal- 6.2/sites/all/modules/civicrm/install/index.php o This will bring you to the following steps...

Enter info in the spaces accordingly. This is why writing down all of you info is VERY important.

the civicrm installer gives you info about what you have missing or need to change. Here for example, we would need to right click on the "default" folder and change the permissions if we hadn't done it already.

Green is good!!!

You now have CiviCRM up and running on your drupal site.