Changes between Version 30 and Version 31 of CiviCRM HowTo Install

Timestamp:

11/18/14 11:10:05 (10 years ago)

Author:

Richard Bramley

Comment:

--

CiviCRM HowTo Install

@@ -89 +89 @@
 === Contact Types
 
+Still nothing.  This must be done in the LCBRU module set up.
 
-In 'Outbound Mail' set the mail type to SMTP and the server to smtp.xuhl-tr.nhs.uk port 25. Authentication is not required.
+=== Outbound Email
 
+- Select Mailer: SMTP
+- SMTP Server: smtp.xuhl-tr.nhs.uk
+- Port: 25.
+- Authentication is not required.
 
+=== From Email Address Options ... and beyond
 
-Change date and time representations to UK format using Administer >> Localization >> Date Formats.
+Nothing more from the checklist.
 
-In Administer >> Settings - Directories set the 'templates directory' to the drupal base path + "sites/all/civicrm_templates" - this is essential for the CiviCase XML files to be read.
+== Other Settings
 
-In Administer >> Customize Data >> Word Replacements set "CiviCase" -> "Study Management", "Case Types" -> "Research Studies", "Case Type" -> "Study", "Open Case" -> "Enrol into study", "Case Subject" -> "Enrolment Label", "Case Statuses" -> "Enrolment Statuses", "Case" -> "Study Enrolment", "case" -> "study enrolment", "Client" -> "Participant".
+=== Administer > Localization > Date Formats.
 
-Finally, install the lcbru module to configure the GENVASC case sructure and other customisations specific to the LCBRU, the GENVASC label printing module and the ICE messaging module. Also enable the 'CiviGroup Roles Sync' module.
+Complete Date: 'dd/mm/yyyy'
+
+=== Administer > System Settings > Directories
+
+- Custom Templates: '[Drupal Base]/sites/all/civicrm_templates'
+- Custom PHP Path Directory: '[Drupal Base]/sites/all/civicrm_php'
+- CiviCRM Extensions Directory: '[Drupal Base]/sites/all/civicrm_extensions'
+
+'''You will need to create these directories first'''
+
+=== Administer > Customize Data and Screens > Word Replacements
+
+Create the following replacements:
+
+- CiviCase > Study Management
+- Case Types > Research Studies
+- Case Type > Study
+- Open Case > Enrol into study
+- Case Subject > Enrolment Label
+- Case Statuses > Enrolment Statuses
+- Case > Study Enrolment
+- case > study enrolment
+- Client > Participant
 
 === Configure Civi Cases
@@ -109 +137 @@
 1. Copy the Study Definition file into the following directory: {{{Drupal civicrm_templates}}}/CRM/Case/xml/configuration
 1. Create the Case Types in Administer > Study Management > Research Studies.  Complete the form using the exact same text for the Label as you entered for the CaseType <name> element in your case configuration files.
+
+
+
+Finally, install the lcbru module to configure the GENVASC case sructure and other customisations specific to the LCBRU, the GENVASC label printing module and the ICE messaging module. Also enable the 'CiviGroup Roles Sync' module.