年初，有個朋友需要一套CRM軟件，我就給他推薦centric crm，但他不懂技術，希望我?guī)退愀悖@就應了下來，又一次開始認真的看centric crm。
2、官方用SubVersion管理centic crm的源碼，可以當一個subverion的客戶端，指定到要下載版本的鏈接，
輸入注冊的郵箱和密碼，就可以獲取源碼。
SVN eclipse plugin是subclipse,插件獲取網(wǎng)站：http://subclipse.tigris.org/update_1.2.x
［源碼check out到eclipse后，把整個項目編碼方式改為UTF-8，因源文件注釋中有些時間戳是中文簡體字，不設成UTF-8，就顯示為亂碼，看起來沒什么大礙，但若修改源文件再保存就會彈出編碼格式不正確錯誤信息］
??? 1）安裝需求Java JDK，就不用說了，1.4以上都可以，1.4以下行不行，我也沒試，有興趣的朋友可試試，測試結果能告之當是感激了。我裝的是JDK 5.0。
??? 2）應用服務用tomcat 5.0,5.5都可以（不過tomcat5.5得在JDK5.0上才能運行起來），Jboss、Weblogic、WebSphere、Resin也可以運行。我用Tomcat 5.5.3。
??? 3）數(shù)據(jù)庫支持DB、MSSQL、MySQL、Oracle等，具體信息可看README.txt。我用的是MySQL 5.0.21。驅動jar是MySQL官網(wǎng)下載的 mysql-connector-java-5.0.4-bin.jar。
##
## NOTE: Do not edit "master.properties" -- edit a copy of it
## These settings are used by ant for the build and installation process
##
## PART 1: Are you reading the instructions? (required)
## The following is a control, uncomment the following line after modifying
## these properties... we just want to make sure you're paying attention and
## the build process doesn't do something it shouldn't!
## 確認修改過此配置文件標識PROPERTIES=configured## PART 2: Deployment settings (required for compiling)
## Default language setting: even though any locale can be specified, the
## following have Centric CRM translations and supporting database data
## args="de_DE,en_US,es_VE,fr_FR,it_IT,ja_JP,nl_NL,pt_BR,ro_RO,ru_RU,sl_SI"/>
SYSTEM.LANGUAGE=en_US
## Web server debug level:
## Extended debug information can be displayed in the web server's log file
## Comment out for no debugging, especially production server
DEBUGLEVEL=2
#DEBUG=true
#DEBUGLEVEL=lines,vars,source
## Specify the web server to build/deploy against (required):
## Use catalina for Tomcat
## Use geronimo for WAS-CE or Apache Geronimo
## All others untested but planned for
## 指定Web Server 應用服務類型WEBSERVER.TYPE=catalina#WEBSERVER.TYPE=geronimo
#WEBSERVER.TYPE=jboss
#WEBSERVER.TYPE=weblogic
#WEBSERVER.TYPE=websphere
## A self-signed SSL Certificate will be generated with the following parameters,
## which can then be added to Tomcat's SSL configuration and/or
## signed by an authority
## Common name should be a domain name
## Ex. *.yourcompany.com or www.yourcompany.com
KEYSTORE.COMMONNAME=127.0.0.1
KEYSTORE.ORGANIZATION=Company
KEYSTORE.ORGANIZATIONALUNIT=Unit
KEYSTORE.CITY=City
KEYSTORE.STATE=State
KEYSTORE.COUNTRY=US
KEYSTORE.VALIDITY=1000
## Force users to use SSL in Centric CRM
## The web server must be configured for SSL if this option is set to true as
## Centric CRM will redirect non-secure URLs to the secure URL
FORCESSL=false
## PART 3: Database installation settings (required for database installation)
## Uncomment and set the connection information for your specific database
## NOTE: The gatekeeper URL includes your database name, the site URL does not;
## The ant script will insert the database name after the specified url
## DB2
## CREATE DATABASE centric USING CODESET UTF-8 TERRITORY US pagesize 32 k
#GATEKEEPER.DBTYPE=db2
#GATEKEEPER.DRIVER=com.ibm.db2.jcc.DB2Driver
#GATEKEEPER.URL=jdbc:db2://127.0.0.1:50000/centric
#GATEKEEPER.USER=db2admin
#GATEKEEPER.PASSWORD=
#SITE.DBTYPE=db2
#SITE.DRIVER=com.ibm.db2.jcc.DB2Driver
#SITE.URL=jdbc:db2://127.0.0.1:50000/
#SITE.USER=db2admin
#SITE.PASSWORD=
## POSTGRESQL
## createdb -E UNICODE centric_crm
#GATEKEEPER.DBTYPE=postgresql
#GATEKEEPER.DRIVER=org.postgresql.Driver
#GATEKEEPER.URL=jdbc:postgresql://127.0.0.1:5432/centric_crm
#GATEKEEPER.USER=postgres
#GATEKEEPER.PASSWORD=
#SITE.DBTYPE=postgresql
#SITE.DRIVER=org.postgresql.Driver
#SITE.URL=jdbc:postgresql://127.0.0.1:5432/
#SITE.USER=postgres
#SITE.PASSWORD=
## MySQL
## CREATE DATABASE centric_crm CHARACTER SET utf8 COLLATE utf8_general_ci
## 指定數(shù)據(jù)庫類型及連接配置GATEKEEPER.DBTYPE=mysql
GATEKEEPER.DRIVER=com.mysql.jdbc.Driver
GATEKEEPER.URL=jdbc:mysql://127.0.0.1:3306/my_centric_crm
GATEKEEPER.USER=my_centric_crm
GATEKEEPER.PASSWORD=crm
SITE.DBTYPE=mysql
SITE.DRIVER=com.mysql.jdbc.Driver
SITE.URL=jdbc:mysql://127.0.0.1:3306/
SITE.USER=my_centric_crm
SITE.PASSWORD=crm## MS SQL SERVER
#GATEKEEPER.DBTYPE=mssql
#GATEKEEPER.DRIVER=net.sourceforge.jtds.jdbc.Driver
#GATEKEEPER.URL=jdbc:jtds:sqlserver://127.0.0.1:1433/centric_crm
#GATEKEEPER.USER=centric_crm
#GATEKEEPER.PASSWORD=
#SITE.DBTYPE=mssql
#SITE.DRIVER=net.sourceforge.jtds.jdbc.Driver
#SITE.URL=jdbc:jtds:sqlserver://127.0.0.1:1433/
#SITE.USER=centric_crm
#SITE.PASSWORD=
## CodeGear's InterBase (formally owned by Borland) www.codegear.com
## Do NOT put the database in the centric file library, or at least the root,
## as the build.xml copies its prefs into there using the same name as your database file!
## "e:/centriccrm_db" is only an example
#GATEKEEPER.DBTYPE=interbase
#GATEKEEPER.DRIVER=interbase.interclient.Driver
#GATEKEEPER.URL=jdbc:interbase://127.0.0.1:3050/e:/centriccrm_db/centric_crm.ib
#GATEKEEPER.USER=sysdba
#GATEKEEPER.PASSWORD=masterkey
#SITE.DBTYPE=interbase
#SITE.DRIVER=interbase.interclient.Driver
#SITE.URL=jdbc:interbase://127.0.0.1:3050/e:/centriccrm_db/
#SITE.USER=sysdba
#SITE.PASSWORD=masterkey
## FIREBIRD SQL
#GATEKEEPER.DBTYPE=firebird
#GATEKEEPER.DRIVER=org.firebirdsql.jdbc.FBDriver
#GATEKEEPER.URL=jdbc:firebirdsql:127.0.0.1/3050:${CENTRIC_FILELIBRARY}/centric_crm.fdb
#GATEKEEPER.USER=sysdba
#GATEKEEPER.PASSWORD=masterkey
#SITE.DBTYPE=firebird
#SITE.DRIVER=org.firebirdsql.jdbc.FBDriver
#SITE.URL=jdbc:firebirdsql:127.0.0.1/3050:${CENTRIC_FILELIBRARY}/
#SITE.USER=sysdba
#SITE.PASSWORD=masterkey
## DAFFODIL DB EMBEDDED
#GATEKEEPER.DBTYPE=daffodildb
#GATEKEEPER.DRIVER=in.co.daffodil.db.jdbc.DaffodilDBDriver
## YOU MUST EDIT THE path in the following line to where you want the database
## created.
## The user and password must be set to daffodil
#GATEKEEPER.URL=jdbc:daffodilDB_embedded:centric_crm;create=true;path=/home/fileLibrary/centric_crm/daffodildb
#GATEKEEPER.USER=daffodil
#GATEKEEPER.PASSWORD=daffodil
#SITE.DBTYPE=daffodildb
#SITE.DRIVER=in.co.daffodil.db.jdbc.DaffodilDBDriver
#SITE.URL=jdbc:daffodilDB_embedded:
## YOU MUST EDIT THE path in the following line to where you want the database
## created.
## Ex. Use the same path as Centric CRM's deployed file library, then the name of
## the database, then end in daffodildb
## The user and password must be set to daffodil
#SITE.APPEND=;create=true;path=/home/fileLibrary/centric_crm/daffodildb
#SITE.USER=daffodil
#SITE.PASSWORD=daffodil
## ORACLE
## During installdb, use XE (or whatever you add under gatekeeper) for the
## database name since the install has not been adjusted for Oracle yet
#GATEKEEPER.DBTYPE=oracle
#GATEKEEPER.DRIVER=oracle.jdbc.driver.OracleDriver
#GATEKEEPER.URL=jdbc:oracle:thin:@//127.0.0.1:1521/XE
#GATEKEEPER.USER=
#GATEKEEPER.PASSWORD=
#SITE.DBTYPE=oracle
#SITE.DRIVER=oracle.jdbc.driver.OracleDriver
#SITE.URL=jdbc:oracle:thin:@//127.0.0.1:1521/
#SITE.USER=
#SITE.PASSWORD=
## Derby
#GATEKEEPER.DBTYPE=derby
#GATEKEEPER.DRIVER=org.apache.derby.jdbc.EmbeddedDriver
## YOU MUST EDIT THE path in the following line to where you want the database
## created.
#GATEKEEPER.URL=jdbc:derby:/home/fileLibrary/centric_crm/derbydb;create=true;upgrade=true
#GATEKEEPER.USER=centric_crm
#GATEKEEPER.PASSWORD=
#SITE.DBTYPE=derby
#SITE.DRIVER=org.apache.derby.jdbc.EmbeddedDriver
## YOU MUST EDIT THE path in the following line to where you want the database
## created.
#SITE.URL=jdbc:derby:/home/fileLibrary/centric_crm/
#SITE.APPEND=;create=true;upgrade=true
#SITE.USER=centric_crm
#SITE.PASSWORD=
## PART 4: Advanced configuration (optional)
## Web-based configuration is recommended and is the default setting
##
## If you uncomment the following CONTROL line then you must configure the
## remaining parameters yourself. You will also have to create a new Centric
## CRM user and password before using Centric CRM.
##
## If you DO NOT uncomment the CONTROL line, then the first time you use
## Centric CRM, you will be presented with a configuration wizard which will
## assist you in defining these parameters and creating a new Centric CRM
## user and password.
##
#CONTROL=BYPASS_WEB-BASED_APPLICATION_SETUP
## The following are methods for working with multiple development databases
## The APPCODE must be the same for the following Gatekeeper prefs and Site prefs
GATEKEEPER.APPCODE=centric
SITE.APPCODE=centric
## Define the web address used in communications when using a single development
## database
#WEBSERVER.URL=127.0.0.1:8080/centric
## Define the web address used in communications when using multiple development
## databases
#WEBSERVER.ASPMODE=true
#WEBSERVER.PORT=8080
#WEBSERVER.CONTEXT=/centric
## The server's default timezone for new users (using standard Java names)
SYSTEM.TIMEZONE=America/New_York
## Default currency for all users
SYSTEM.CURRENCY=USD
## Default country for all users
SYSTEM.COUNTRY=UNITED STATES
## External Servers used by the system
MAILSERVER=127.0.0.1
FAXSERVER=127.0.0.1
FAXENABLED=false
PROXYSERVER=false
PROXYSERVER.HOST=
PROXYSERVER.PORT=
## Apache Axis Web Services
## 指定WebService 服務路徑AXIS.WEBAPP=/axis
AXIS.HOST=127.0.0.1
AXIS.PORT=8080## Asterisk integration
ASTERISK.OUTBOUND.ENABLED=false
ASTERISK.INBOUND.ENABLED=false
ASTERISK.URL=
ASTERISK.USERNAME=
ASTERISK.PASSWORD=
ASTERISK.CONTEXT=from-internal
## XMPP/Jabber integration
XMPP.ENABLED=false
XMPP.CONNECTION.SSL=false
XMPP.CONNECTION.URL=
XMPP.CONNECTION.PORT=5222
XMPP.MANAGER.USERNAME=
XMPP.MANAGER.PASSWORD=
## LDAP integration
LDAP.ENABLED=false
# Validate username OR email against LDAP: username|email
LDAP.CENTRIC_CRM.FIELD=username
LDAP.FACTORY=com.sun.jndi.ldap.LdapCtxFactory
LDAP.SERVER=ldap://127.0.0.1:389
# Search by attribute, otherwise composite DN: true|false
LDAP.SEARCH.BY_ATTRIBUTE=true
LDAP.SEARCH.USERNAME=cn=admin,ou=IT,o=COMPANY
LDAP.SEARCH.PASSWORD=
LDAP.SEARCH.CONTAINER=o=COMPANY
LDAP.SEARCH.ORGPERSON=inetOrgPerson
LDAP.SEARCH.SUBTREE=true
LDAP.SEARCH.ATTRIBUTE=mail
#LDAP.SEARCH.BY_ATTRIBUTE=false
#LDAP.SEARCH.PREFIX=cn=
#LDAP.SEARCH.POSTFIX=,o=COMPANY
## Define the system's email address
EMAILADDRESS=Centric CRM <noreply@127.0.0.1>
## Timed events, definitely turn on for a production server
CRON.ENABLED=true
## Connection Pool Settings
CONNECTION_POOL.DEBUG=false
CONNECTION_POOL.TEST_CONNECTIONS=false
CONNECTION_POOL.ALLOW_SHRINKING=true
CONNECTION_POOL.MAX_CONNECTIONS=10
CONNECTION_POOL.MAX_IDLE_TIME.SECONDS=60
CONNECTION_POOL.MAX_DEAD_TIME.SECONDS=300
## Layout Settings
## Template replaces the following files which MUST exist:
## CSS:
## template1.css
## template1-8pt.css
## template1-10pt.css
## JSP:
## template1nav.jsp
## template1style.jsp
## template1styleNoSession.jsp
## template1styleContainer.jsp
LAYOUT.TEMPLATE=template1
LAYOUT.JSP.WELCOME=welcome.jsp
LAYOUT.JSP.LOGIN=login.jsp
#LAYOUT.JSP.LOGIN.LOGO=<img src="images/centric/logo-centric.gif" width="295" height="66" alt="" border="0" />
#LAYOUT.JSP.LOGIN.TEXT=Centric CRM
## Max Imports that can run concurrently
IMPORT_QUEUE_MAX=1
## Opportunity behavior
# OPPORTUNITY.DEFAULT_TERM=52
# OPPORTUNITY.DEFAULT_UNITS=W
# OPPORTUNITY.MULTIPLIER=52
# OPPORTUNITY.CLOSE_PROBABILITY=25,50,75
"的錯誤，是因為標識"UNIQUE NOT NULL"的字段長度＞255（255＝765/3）了。MySQL數(shù)據(jù)庫的unique類字段長度限制比較短，視不同版本，有的限制為765個字節(jié)，有的限制為1000個字節(jié)，UTF是占用3個字節(jié)位的，所以在這個限制上還要除以3。centric CRM的mysql庫腳本中，unique類字段的長度是設為300長字符的，出現(xiàn)上述問題一個可行的妥協(xié)辦法是修改腳本unique類字段的長度。
??? 第一次進入系統(tǒng)時，是一個登錄界面，用戶是dhvadmin,密碼是admin,登錄進入，是一步步的系統(tǒng)參數(shù)設置操作，操頁面提示，就可完成設置。最后是創(chuàng)建應用系統(tǒng)公司名稱和管理員用戶密碼的界面，再次使用系統(tǒng)時，就以管理員名稱和密碼登錄，對系統(tǒng)進行設置及添加管理其他用戶。（至此，告一段落。）