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Centric CRM Enterprise 5.0 Beta 1

Posted by Matt Rajkowski on October 12, 2007, 4:45 PM EDT
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A BETA version of Centric CRM Enterprise 5.0 is now available for testing.  This version has a few issues so it must not be used for production, however you should test upgrading a copy of your 4.1 production database.  Your feedback will be most helpful in providing a quality release.

If you are installing for the first time...
  1. Download and review the "CRM Installation and Setup" guide for step-by-step instructions of Centric CRM; this beta release will only install under PostgreSQL and MySQL and Java 1.5 or higher is required.
  2. Download the Centric CRM Enterprise Edition .war file, which includes a comprehensive web-based installation and upgrade process.
If you are upgrading...

All of the scripts for upgrading from Centric CRM 4.1 to 5.0 (for PostgreSQL installations only at this time) are included.  Please review the included upgrade documentation.  

If you have a version of Centric CRM prior to 5.0, then you must upgrade to 4.1 first.


Before upgrading, follow these steps:
  1. Shutdown your web application server.
  2. Backup your existing database! If anything goes wrong (which it shouldn't, of course) you will need to restore to your previous database.
  3. Backup the build.properties file in your file library directory (this is required for restoring).
  4. Make sure you have a backup copy of your current .war file.
  5. Copy the Centric CRM 5.0 .war over the existing .war (use the exact same filename as the previous .war so that the upgrade is auto-detected).
  6. If a directory exists with the same name as the .war, you should delete this directory so that the application server doesn't get confused. It will recreate it on startup.
  7. Startup your web application server.
  8. After startup, navigate to the Centric CRM web application with your browser.
  9. You should be presented with an "Upgrade in progress" screen (if not, try refreshing your browser). Login with an Administrator account to proceed with the upgrade.
  10. The upgrade will modify your database, then present you with a status report.
  11. If all went well, then click to continue and you and other users can now login.
If an error occurred, then please submit the error message so that we can see what happened. Tomcat's log file (catalina.out or stdout.txt) might provide additional debug information.  

If you need your system back up right away, then shutdown the application server, restore the database, copy the old .war back into place, delete any directory with the same name as the .war in the deployment directory, restore the previous build.properties file to the file library and start back up. Your installation should be the same as before.

Known Issues

The QA team is currently working through about 100 open tickets.  Please post any issues you find in this project's Tickets tab for review.
Good luck!
- Centric CRM Developer Team

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