CiviCRM installation process

Pre-requisites: Ubuntu packages: php5-ldap php5-sybase. Restart apache afterwards.

Install drupal 7 (currently 7.15)

Install the drupal-ldap module

Install drush 5.7

Install civicrm 4.2 (currently 4.2.2)

Add localisation, to allow for English (UK) language: relevant l10n file for civi version.

Then follow additional localisation instructions at: ​http://wiki.civicrm.org/confluence/display/CRMDOC40/CiviCRM+Localisation

Log in as the site administrator account, and go to /sites/all/modules/civicrm/install/index.php

Provide details of civicrm database connection and other pre-install configuration.

Full details of the installation step here: ​http://wiki.civicrm.org/confluence/display/CRMDOC42/Drupal+Installation+Guide+for+CiviCRM+4.2+-+Drupal+7

Then use the configuration checklist within the CiviCRM module.
Disable CiviMail, CiviMember, CiviEvent and CiviCampaign.

Change date and time representations to UK format using Administer >> Localization >> Date Formats

In Administer >> Localization >> Address settings turn off 'post code suffix', 'county', latitude, longitude, street address parsing. In the two format boxes, shift the supplemental_address_1 field ABOVE the street_address field. Change 'state_province' to 'state_province_name'.

In Administer >> Display Preferences, under 'editing contacts', untick IM, OpenID and Website.

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.

In Administer >> Customize Data >> Word Replacements set "CiviCase" -> "Study Management", "Case Types" -> "Research Studies", "Case Type" -> "Study", "Open Case" -> "Enrol onto study", "Case Subject" -> "Enrolment Label", "Case Statuses" -> "Enrolment Statuses", "Case" -> "Study Enrolment", "case" -> "study enrolment", "Client" -> "Participant".

Finally, install the lcbru module to configure the GENVASC case sructure and other customisations specific to the LCBRU.

Issues

CiviCRM Documentation

Configuration of CiviCase: ​http://wiki.civicrm.org/confluence/display/CRMDOC41/CiviCase+Configuration#CiviCaseConfiguration-ConfiguringCiviCase

Notes on Drupal and LDAP configuration - used to create user accounts, and associate the user accounts to the 'LCBRU staff' group.