CRM OS - Setup Guide for Digital Ocean - Ubuntu Droplet - Docker

This guide will walk you through the process of setting up the CRM OS software on a Digital Ocean Ubuntu droplet. It includes creating a new droplet and installing the required software on the droplet.

Prerequisites

• A Digital Ocean account. If you don't have one, sign up at https://www.digitalocean.com/ (opens in a new tab).
• A domain name (optional, but recommended for a production setup).

Step 1: Create a new Ubuntu droplet

1. Log in to your Digital Ocean account and navigate to the Droplets section.

2. Click the Create Droplet button.

3. Choose the appropriate Region according to your requirements.

4. From Choose an image section choose the "Ubuntu" distribution and select the desired "version" (e.g., Ubuntu 20.04 LTS).

5. Choose the appropriate droplet size according to your requirements. (choose minimum 2GB of RAM. Otherwise, you may face issues.)

6. Choose SSH Key or Password authentication

   • For SSH Key: Add your SSH key for secure access to the droplet. If you don't have an SSH key, follow this guide to create one: https://www.digitalocean.com/docs/droplets/how-to/add-ssh-keys/create-with-openssh/ (opens in a new tab)
   • For Password: Set a password for the root user. (Easiest and fastest way but this is not recommended for production setups).

7. Provide a hostname (or keep the random generated one) for your droplet and click Create Droplet.

8. Wait for the droplet to be created and for the ip address to be assigned.

And that's it! You have successfully created a new Ubuntu droplet on Digital Ocean (this is your cloud Ubuntu server).

Step 2: Access the droplet via SSH

1. Open a terminal/command promp/powershell on your local computer.
2. Connect to the droplet as a root user using SSH (SSH should be installed on your local computer):

ssh root@<droplet-ip-address>

replace <droplet-ip-address> with your droplet's IP address. For example: ssh root@127.0.0.1

3. When prompted, type "yes" to confirm the connection

   • If you are using SSH Key authentication, you will be prompted for your SSH key passphrase.
   • If you are using password authentication, you will be prompted for the password you set in Step 1.

4. You are now connected to the droplet via SSH and can run commands on the droplet (your cloud Ubuntu server) from your local computer's terminal.

Step 3: Get the CRM OS source code in your droplet

• Option 1: Clone the CRM repository from GitHub

1. Upload the file that you have downloaded from Codecanyon to a repository of your github account

2. Access your droplet (follow step 2) and Clone your repository (that you have created in above step) to your droplet:

git clone https://github.com/your-repo/crm-os.git

Replace https://github.com/your-repo/crm-os.git with your CRM repository's URL.

• Option 2: Get the file direct from your local computer to your droplet

1. Open a new separate terminal/command promp/powershell on your local computer.

2. Upload the zip file that you have downloaded from Codecanyon to your droplet (Ubuntu cloud server)

scp /<source-file-path> root@<droplet-ip-address>:/<destination-path>

Replace <source-file-path> with the path to the file on your local computer of the file you want to upload. It must be a zip file.

Replace <droplet-ip-address> with your droplet's IP address. Replace <destination-path> with the path to the folder on your droplet where you want to upload the file.

(e.g., to upload into the root folder of your droplet scp /home/username/crm-os.zip root@127.0.0.1:/root)

It will asked for your droplet password, enter your password and hit enter.

2. Access your droplet (follow step 2) and Install the unzip package on your droplet

sudo apt-get install unzip

3. Locate the file using cd command on your droplet and unzip it

unzip <Codecanyon-file-name>.zip

Replace <Codecanyon-file-name> with the name of the file you uploaded to your droplet (e.g., unzip crm-os.zip)

Step 4: Now follow the below video to complete the setup

Optional: Point your domain to the instance

1. Log in to your domain registrar's control panel.
2. Set an A record for your domain, pointing it to your instance's IP address.

Now, your CRM software should be accessible at http://<droplet-ip-address>:3000 (or your domain if you configured it). If you encounter any issues, make sure to check the logs and ensure that all services are running correctly.

Extras: for power users

Update the Ubuntu system

If required to update the Ubuntu system, run the following command:

sudo apt update && sudo apt upgrade

If prompted to continue, press Y or select ok and then press enter.

Note: It's best practic to update the system before installing any software.

Fix server related issues

If face any server related issue mostly you can fix it by using the mystreious magic method:

• Stop the server
• Then start the server again

Hope it may help you. Don't forget to follow the setp 4 video after starting the server again.