I’ve just deployed a Selfhost Suite CRM 8.7.1 using docker and portainer stacks (hosted in a Proxmox LXC (Ubuntu 24.04)).
While I have Suite CRM running and can log-in; I’m not sure on the next steps, to configure the deployment.
I’m looking for a guide that will provide an overview of configuration steps and best order needed to complete the set-up.
I’ve searched the forum, YouTube and google for various first run guides, I’ve found a lot on installing, but nothing on a first time configuration outside of a user wizard.
what exactly are you looking for?
When you can login, you basically, can start with your system.
What exactly you need depends often on your requirements.
Common things that are “adminy” are:
Setup of emails / outgoing / incoming / bounce
Setup of roles, users - maybe security groups
Configuration of permissions / visibility on modules & navigation
And very important: architecture of modules and fields
More tech things to consider are:
API setup
Any integration required?
Backups / test system / deployment
Most important next are usually the business processes:
Lead / marketing / sales processes
Customer service
Which other processes do you need to setup in your CRM?
Afterwards you can look into workflows and reporting.
Hi Bastian,
Thanks for the tips, In answer to “what exactly are you looking for?” I’m looking for a set-up process for a newly deployed environment.
I’ve previously worked on IT systems where configuration needs to be completed in a particular order to minimise re-work e.g. set a default a currency before creating a customer.
You could create SQL statements inside a file that would be loaded on installation with the most common things like:
Dashboards / Reports
Config options from admin areas etc.
and execute this after container deployment.
But usually CRM systems are more customized - so it would only be interesting if you have to deploy a fresh Suite very often and have “standard” config tasks already preconfigured.
Once users logged in, data has been created and work has begun it might not work anymore (or you’d need to be very careful on what you change directly in the DB).
Hey Greg, did you ever get an answer on this? I’m looking for something similar. I used to run SuiteCRM prior to Proxmox and now looking to setup the latest version with an LXC on Ubuntu 24.04.