This book describes how to install an openCRX Server with the BitRock installer on Windows or Linux platforms. Please note that this is a guide to set up a runtime environment suitable for evaluation and testing purposes. It is not recommended to use this configuration for production data.

openCRX is the leading enterprise-class open source CRM suite. openCRX is based on openMDX, an open source MDA framework based on the OMG's model driven architecture (MDA) standards. This guarantees total openness, standards compliance, a state-of-the-art component-based architecture, and virtually unlimited scalability.

1.1 Who this book is for

The intended audience are openCRX administrators and advanced users interested in evaluating openCRX.

1.2 What do you need to understand this book

This book describes how to install openCRX with the BitRock installer, which takes care of all the tricky configuration issues for you. The prerequisites are minimal (MySQL Server and JDK) and once they are met you should have openCRX up and running in less than 5 minutes.

1.3 Tips, Warnings, etc.

We make use the following pictograms:

Information provided as a “Tip” might be helpful for various reasons: time savings, risk reduction, etc. - it goes without saying that we advise to follow our guides meticulously

meticulous \muh-TIK-yuh-luhs\, adjective:
Extremely or excessively careful about details.

You should carefully read information marked with “Important”. Ignoring such information is typically not a good idea.

Warnings should not be ignored (risk of data loss, etc.)

2 Prerequisites

2.1 JDK 5.0

Install either the Sun Java JDK 5.0 or the BEA JRockit JDK 5.0 appropriate for your platform. The JDKs are available from the following sites:

Sun JDK 5.0:
http://java.sun.com/javase/downloads/index_jdk5.jsp

BEA JRockit JDK 5.0:
http://commerce.bea.com/products/weblogicjrockit/5.0/jr_50.jsp

It is not sufficient to have a Java Runtime Environment (JRE) only. The full-blown JDK is required to run openCRX.

2.2 MySQL 5.x

Install the MySQL Server 5.x for your platform. Downloads are available from http://dev.mysql.com/downloads/mysql/5.1.html

Memorize the root password. You will need it to install openCRX Server on Windows later on.

2.3 openCRX Server Installer

Download the openCRX Server Installer appropriate for your platform from Sourceforge: http://www.opencrx.org/downloads.htm

Installer for Windows:
opencrxServer-2.0.0-windows-installer.exe

Installer for Linux:
opencrxServer-2.0.0-linux-installer.bin

3 Installing openCRX Server on Windows

Launch the Installer opencrxServer-2.0.0-windows-installer.exe
Click Next on the following screen:
Accept the BSD License Agreement and click Next on the following screen:
Choose an installation directory (it will be created automatically if it does not exist yet). Then click Next to continue:
Please note the information on the following screen. It is assumed that you have installed JDK 1.5 (also called JDK 5.0) and the MySQL 5 Server appropriate for your platform (see Prerequisites). Click Next to continue:
Select the home directory of your JDK 1.5 installation - for example D:\Java\jrockit1.5.0 - and then click Next to continue:
Select the home directory of your MySQL 5 installation – for example C:\Program Files\MySQL\MySQL Server 5.0 - and then click Next to continue:
Enter the port number for the openCRX Server MySQL Service. The default port is 3406 (the default port for MySQL is 3306; we chose 3406 to avoid conflicts in case you are already running a MySQL Server). Click Next to continue:
Enter the MySQL root password:

If you do not remember the MySQL root password you must get hold of it (or reset it) before you continue!

Click Next to continue.

Enter the Tomcat port number. You can choose any available port. The default is 9080. Click Next to continue:
Click Next to start the installation:
Once the installation is complete a window called Post Installation Script Result should pop up. Click OK to continue:
It is advisable to view the Readme file as it contains important information regarding your openCRX installation, including user names and passwords. Click Finish to complete the installation:

4 Installing openCRX Server on Linux

Launch the Installer opencrxServer-2.0.0-linux-installer.bin
Click Next on the following screen:
Accept the BSD License Agreement and click Next on the following screen:
Choose an installation directory (it will be created automatically if it does not exist yet). Then click Next to continue:
Please note the information on the following screen. It is assumed that you have installed JDK 1.5 (also called JDK 5.0) and the MySQL 5 Server appropriate for your platform (see Prerequisites). Click Next to continue:
Select the home directory of your JDK 1.5 installation - for example /opt/jrockit-1.5.0_12 - and then click Next to continue:
Select the home directory of your MySQL 5 installation – for example /usr/bin - and then click Next to continue:
Enter the port number for the openCRX Server MySQL Service. The default port is 3406 (the default port for MySQL is 3306; we chose 3406 to avoid conflicts in case you are already running a MySQL Server). Click Next to continue:
Enter the Tomcat port number. You can choose any available port. The default is 9080. Click Next to continue:
Click Next to start the installation:
It is advisable to view the Readme file as it contains important information regarding your openCRX installation, including user names and passwords. Click Finish to complete the installation:

5 Running openCRX Server

The installer created 3 shortcuts on your desktop:

Start openCRX to start the openCRX Server
Login Core to launch browser and navigate to the openCRX Login page
Stop openCRX to stop the openCRX Server

5.1 Starting openCRX Server

Double-click the shortcut Start openCRX. This will first start the MySQL daemon (if it isn't running already) and then start Tomcat.

5.2 Logging in

Double-click the shortcut Login Core. This will launch your browser and take you to the openCRX Login page

5.3 Stopping openCRX Server

Double-click the shortcut Stop openCRX. This will termimate the MySQL daemon and Tomcat.

6 Next Steps

Now that you have successfully installed openCRX you might want to have a look at some of the additional documentation published at http://www.opencrx.org/documents.htm.