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A web-based app for customer data management and email sending

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CRM documentation

System requirement

  • Java 1.6 or higher.
  • MySQL 5 or higher.
  • Web container like Tomcat. (If you want to use Websocket, using Tomcat 7.0.34 or higher instead.)
  • Maven 3 or higher.
  • JUnit 4 or higher.

Step to install

  • Download all project dependencies with Maven command:
$ mvn install -Dmaven.test.skip=true
  • Make sure your web container support UTF-8.
  • Make sure your database charset is UTF-8:
mysql> show variables like 'character_set_%';
+--------------------------+----------------------------+
| Variable_name            | Value                      |
+--------------------------+----------------------------+
| character_set_client     | utf8                       |
| character_set_connection | utf8                       |
| character_set_database   | utf8                       |
| character_set_filesystem | binary                     |
| character_set_results    | utf8                       |
| character_set_server     | utf8                       |
| character_set_system     | utf8                       |
| character_sets_dir       | /usr/share/mysql/charsets/ |
+--------------------------+----------------------------+
8 rows in set (0.00 sec)

mysql> show variables like 'collation_%';
+----------------------+-----------------+
| Variable_name        | Value           |
+----------------------+-----------------+
| collation_connection | utf8_general_ci |
| collation_database   | utf8_general_ci |
| collation_server     | utf8_general_ci |
+----------------------+-----------------+
3 rows in set (0.00 sec)
  • Setting database username and password in following files:

    /src/main/resources/jdbc.properties

    /src/test/java/com/zhyfoundry/crm/environment/DBMaker_mysql.xml

    intouch2/war/WEB-INF/config/config.xml

  • Run /src/test/java/com/zhyfoundry/crm/environment/DBMaker.java by using JUnit.

  • Execute script files which in folder /script .

  • Manual add your account to database table ADMINISTRATOR_WHITELIST for login.

  • Setting mail configuration(edit /intouch2/war/WEB-INF/config/config.xml, and create a tmp directory as well. You can see the detail in /intouch2/INSTALL.txt).

  • Now you can package it to a war file and run it:

$ mvn clean install

How to close debug log in production

  • log4j.xml
  • hibernate.cfg.xml

Step to import history data

  • Name the data excel file ImportData.xlsx, and put it to /src/test/java/com/zhyfoundry/crm/environment/ (Cover the old file).
  • Run /src/test/java/com/zhyfoundry/crm/environment/ExcelDataImporter.java by using JUnit.
  • Check if error occurred at /logs/ERROR.log. (Note that you can change the default error log file path at /src/main/resources/log4j.xml.)

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