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106 changes: 60 additions & 46 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,52 +61,66 @@ create a new database with the following commands.
Installation Steps
============

1. Create a virtual environment using the following commands
.. code-block:: python

virtualenv -p python3 eeazycrm
source eeazycrm/bin/activate

2. Add github repository using the following command

.. code-block:: python

cd eeazycrm
git remote add origin https://github.com/jagjot2008/EeazyCRM
git pull origin master

3. Now create the configuration file using the command
.. code-block:: python

cp config_vars.example config_vars.py

Open the config_vars.py file and add the database connection
parameters in the PRODUCTION DATABASE SETTINGS (Default).

You can also setup the development and testing settings if you wish to.

3. Install the dependencies
.. code-block:: python

pip3 install -r requirements.txt

4. Create the following environment variables
.. code-block:: python

EMAIL_USER = <your username>
EMAIL_PASS = <your password>

If you want to run flask in development or testing mode set
the following environment variable in addition to the above.
.. code-block:: python

FLASK_ENV = development, or
FLASK_ENV = testing

5. Run the command
.. code-block:: python

python3 run.py
Step 1: Create and Navigate to the Project Directory
bash
mkdir eeazycrm
cd eeazycrm

Step 2: Initialize Git Repository and Pull Project Code
bash
git init
git remote add origin https://github.com/jagjot2008/EeazyCRM.git
git pull origin master

Step 3: Create and Activate a Virtual Environment
bash
virtualenv -p python3 eeazycrm_env
source eeazycrm_env/bin/activate

Step 4: Install the Dependencies
bash
pip3 install -r requirements.txt

Step 5: Set Up PostgreSQL
Ensure PostgreSQL is running, then open the terminal and execute the following commands:

bash
psql
CREATE DATABASE eeazy_crm;

Step 6: Create the Configuration File from Example
bash
cp config_vars.example config_vars.py
Open the config_vars.py file and add the PostgreSQL database connection credentials. For example:

python
PRODUCTION_DATABASE_URI = 'postgresql://username:password@localhost/eeazy_crm'
You can also set up development and testing configurations if needed.

Step 7: Set Environment Variables
Configure the environment variables needed for the application:

bash
export EMAIL_USER=<your email username>
export EMAIL_PASS=<your email password>
export FLASK_ENV=development # or 'testing'
If you are using Windows, use set instead of export:

bash
set EMAIL_USER=<your email username>
set EMAIL_PASS=<your email password>
set FLASK_ENV=development

Step 8: Run the Application for the First Time (Installation Wizard)
bash
python3 run.py
This will run the installation wizard. Follow the on-screen instructions.

Step 9: Restart the Application After Installation
Once the installation is complete, stop the application and restart it:

bash
python3 run.py

This will run the installation wizard. Follow the instructions
in the wizard and after finishing installation, stop the
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