================
civicrm.libre.is
================
CiviCRM deployment.

  `<https://civicrm.libre.is/>`_

Under consideration:

  `<https://crm.libre.is/>`_

CiviCRM
=======
CiviCRM is a "constituent relationship management software" for
especially designed for non-profits.

  `<https://civicrm.org/>`_


Drupal
======
CiviCRM works with various backends such as Drupal, Joomla, and Wordpress.

Drupal is the most powerful.

  `<https://www.drupal.org/>`_

Drupal needs to be installed before CiviCRM.

Install Debian stable (bookworm/12) with Apache and set up Certbot.

Wordpress
=========
The test install will have a CiviCRM with Wordpress install.

  `<https://docs.civicrm.org/installation/en/latest/wordpress/>`_

  `<https://developer.wordpress.org/advanced-administration/before-install/howto-install/>`_

Download latest release:

  `<https://wordpress.org/latest.zip>`_

.. code-block::  sh

  sudo apt install unzip python3-certbot-apache php mariadb-server php-mysql

Set up the database.

.. code-block:: sh

  sudo mariadb-admin password
  mariadb -uroot -p

Then in the database:

.. code-block:: sql

  CREATE USER 'wordpress'@'localhost' IDENTIFIED BY 'password';
  CREATE DATABASE IF NOT EXISTS wordpress CHARACTER SET utf8mb4 COLLATE utf8mb4_general_ci;
  GRANT ALL PRIVILEGES on wordpress.* to 'wordpress'@'localhost';
  FLUSH PRIVILEGES;
  EXIT

Import timezone data into the database:

.. code-block:: sh

  mariadb-tzinfo-to-sql /usr/share/zoneinfo | mariadb -u root -p mysql


Perhaps change the ownership to your user (in this case jebba)
to install wordpress files. Then unzip wordpress and move to
the best location:

.. code-block:: sh

  sudo chown -R jebba:jebba /var/www
  cd /var/www/
  unzip ~/devel/wordpress/latest.zip
  sudo chown -R www-data /var/www/wordpress

Set up apache, perhaps thusly:

.. code-block:: sh

  rm /etc/apache2/sites-enabled/000-default*

Edit /etc/apache2/sites-available/wordpress.conf

.. code-block:: apache

  <VirtualHost 70.39.82.212:80>
          ServerName civicrm.libre.is
          ServerAdmin webmaster@localhost
          DocumentRoot /var/www/wordpress
          ErrorLog ${APACHE_LOG_DIR}/error-civicrm-libre-is.log
          CustomLog ${APACHE_LOG_DIR}/access-civicrm-libre-is.log combined
          RewriteEngine on
          ReWriteCond %{HTTPS} off
          RewriteRule ^ https://civicrm.libre.is%{REQUEST_URI} [END,NE,R=permanent]
          ReWriteRule ^(.*)$ https://%{HTTP_HOST}%{REQUEST_URI} [L,R=301]
          RewriteCond %{SERVER_NAME} =civicrm.libre.is
          RewriteRule ^ https://%{SERVER_NAME}%{REQUEST_URI} [END,NE,R=permanent]
  </VirtualHost>
  
  <VirtualHost 70.39.82.212:443>
          ServerName civicrm.libre.is
          ServerAdmin webmaster@localhost
          DocumentRoot /var/www/html/civicrm-libre-is
          ErrorLog ${APACHE_LOG_DIR}/error-civicrm-libre-is.log
          CustomLog ${APACHE_LOG_DIR}/access-civicrm-libre-is.log combined
          RewriteEngine on
          ReWriteCond %{HTTPS} off [OR]
          ReWriteCond %{HTTP_HOST} ^www\.(.*)$ [NC]
          ReWriteRule ^(.*)$ https://%1$1 [L,R=301]
          ErrorDocument 404 /en/404.html
          Include /etc/letsencrypt/options-ssl-apache.conf
          ServerAlias doc.libre.is
          SSLCertificateFile /etc/letsencrypt/live/civicrm.libre.is/fullchain.pem
          SSLCertificateKeyFile /etc/letsencrypt/live/civicrm.libre.is/privkey.pem
  </VirtualHost>
  # vim: syntax=apache ts=4 sw=4 sts=4 sr noet


.. code-block:: sh

  sudo ln -s /etc/apache2/sites-available/wordpress.conf \
    /etc/apache2/sites-enabled/
  sudo systemctl restart apache2


CiviCRM Install
===============
Once Wordpress is running, install CiviCRM plugins.
Download the Wordpress CiviCRM plugin from here:

  `<https://civicrm.org/download>`_

Also install more PHP deps.

.. code-block:: sh

  sudo chown -R jebba:jebba /var/www/wordpress/wp-content/plugins/
  cd /var/www/wordpress/wp-content/plugins/
  unzip ~/devel/civicrm/wordpress/civicrm-5.77.0-wordpress.zip
  sudo apt install php-bcmath php-curl php-xml php-zip php-intl \
    php-soap php-mbstring php-common php-imagick php-gd

Edit /etc/php/8.2/apache2/php.ini with these values:

.. code-block:: sh

  memory_limit = 256M
  max_execution_time = 240
  max_input_time = 120
  post_max_size = 50M
  upload_max_filesize = 50M

Then restart apache:

.. code-block:: sh

  sudo systemctl restart apache2

Activate the plugin, logging in as Wordpress admin user:

  `<https://civicrm.libre.is/wp-admin/plugins.php>`_


Database Backup
===============
HOWTO backup the database. Do this regularly and before major
operations, such as importing contact lists.

Scriptlet to back up all databases on system:

.. code-block:: sh

  #!/bin/bash
  
  BACKUPDIR=/var/lib/dbbackup
  NOW=`date +%Y%m%d%H%M`
  
  sudo mkdir -p $BACKUPDIR
  sudo chown root:root $BACKUPDIR
  sudo chmod og-rwx $BACKUPDIR
  
  sudo touch $BACKUPDIR/db-dump-$NOW.sql
  sudo chmod 400 $BACKUPDIR/db-dump-$NOW.sql
  
  # Backup full DB
  sudo nice mariadb-dump -p --all-databases -uroot --result-file=$BACKUPDIR/db-dump-$NOW.sql
  
  # Compress it
  sudo nice xz -9 -T4 -z $BACKUPDIR/db-dump-$NOW.sql

Sciptlet to backup wordpress database, which includes CiviCRM:

.. code-block:: sh

  #!/bin/bash
  
  BACKUPDIR=/var/lib/dbbackup
  NOW=`date +%Y%m%d%H%M`
  
  sudo mkdir -p $BACKUPDIR
  sudo chown root:root $BACKUPDIR
  sudo chmod og-rwx $BACKUPDIR
  
  sudo touch $BACKUPDIR/db-wordpress-$NOW.sql
  sudo chmod 400 $BACKUPDIR/db-wordpress-$NOW.sql
  
  # Backup full DB
  sudo nice mariadb-dump -p -uroot --result-file=$BACKUPDIR/db-wordpress-$NOW.sql wordpress
  
  # Compress it
  sudo nice xz -9 -T4 -z $BACKUPDIR/db-wordpress-$NOW.sql

To decompress the file, run a command like this, with "-k", if you
want to keep the compressed version:

.. code-block:: sh

  xz -d -k db-wordpress-202409190643.sql.xz


Hubspot Export
==============
Documentation on migrating from Hubspot to CiviCRM.

Data to migrate:

* Contacts.

Contacts Export
---------------
Hubspot can export contacts in these formats, all of which should
export identical data.

* CSV.
* XLS.
* XLSX.

Go to CRM --> Contacts and click the "Export" button on the right side.

For "Customize" export, it has options:

* Include all email addresses.
* Properties options.
* Associations.

Use these options for the most complete export:

* Include all email addresses: Checked.
* All properties and all associations on records: Selected.
* Include all associated record in each association column: Selected.

Click "Export" and it will present a link to an "Import and Export" page,
where it will show the progress of the export.
It will take approximately 1 minute per 1,000 records to export.
The unzipped export will be approximately 2.5 megs per 1,000 records.
The export will have over 500 columns.

Companies Export
----------------
Companies can be exported.

Go to CRM --> Companies and click the "Export" button on the right side.

Use these options for the most complete export:

* File format: CSV
* Include all company domains: Checked.
* All properties and associations on records: Selected.
* Include all association records in each association column.

Calls Export
------------
Go to CRM --> Calls and click the "Export" button on the right side.

Activities Export
-----------------
Activities appear to be emails and such sent to contacts.
These are not in the contacts export.

Lists Export
------------
Various mailing lists.


CiviCRM Import
==============
Importing records, such as from Hubspot.

Contacts Import
---------------
HOWTO import the Hubspot contact export into CiviCRM.

  `<https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/>`_

Before doing an export, definitely make a backup of the database,
in case it doesn't work. Best to do on a test database first,
definitely not in production. :)

Perhaps:

* increase the memory_limit and max_execution_time values in php.ini.