Using EspoCRM to Build a Content Management System (Historical Version)

Scenarios

EspoCRM is an open-source customer relationship management (CRM) platform accessible on PCs, mobile phones, and tablets. It provides functions including sales automation, marketing, sales process, documentations, products, contracts, knowledge base, and workflow. The EspoCRM application image is running Ubuntu 24.04 and deployed with Docker. It comes pre-installed with EspoCRM and all required runtime environments. This section describes how to use EspoCRM to build a CMS.

Prerequisites

You have purchased a FlexusL instance with a legacy EspoCRM application image.

Step 1: Configure Security Groups

Add inbound security group rules to allow traffic from ports 80, 443, 9000, and 9001 to access the application.

1. Log in to the FlexusL console and click the target resource card or instance name to go to the instance details page.
2. In the navigation pane on the left, choose Cloud Servers and click the target server name to view its details.

   

3. On the Security Groups tab, click Add Rule to add the rules listed in the following table.

   The following only lists common rules. You can add more rules as needed.

   Table 1 Security group rules

   Priority	Action	Type	Protocol & Port	Source	Description
   1	Allow	IPv4	TCP: 80	0.0.0.0/0	Specifies the internal forwarding port of an application.
   1	Allow	IPv4	TCP: 443	0.0.0.0/0	Allows HTTPS traffic to FlexusL instances.
   1	Allow	IPv4	TCP: 9000	0.0.0.0/0	Allows external access to the application O&M page.
   1	Allow	IPv4	TCP: 9001	0.0.0.0/0	Allows external access to the application dashboard.

Step 2: Reset the Password

A FlexusL instance does not have an initial password. After creating a FlexusL instance, set a password for it. This password is also used to log in to the O&M page of the application.

1. In the Image area on the Overview page of the FlexusL console, click Access to go to the application dashboard and check whether the application has been up and running. If yes, go to the next step.
   

   Wait for several minutes until the application is up and running. Then, you can perform operations such as restarting or stopping the instance, or resetting the password. Otherwise, the initial password may become invalid and you cannot log in to the application dashboard.

   Figure 1 Access to the application dashboard
   

   After the application is started, the initialization wizard page of the dashboard is displayed.

   Figure 2 Initialization wizard page of the EspoCRM dashboard
   
   

   If the dashboard is not properly displayed, check the following causes:

   • The port for accessing the dashboard is not enabled. Enable it as needed.
   • The dashboard is being started. Try again later.
2. Locate the resource card and choose > Reset Password. Alternatively, in the list view, click Reset Password in the Operation column to reset the password for the FlexusL instance.

   For details, see Resetting the Password for a FlexusL Instance.

   Figure 3 Resetting a password
   
   

   The password for logging in to the FlexusL instance is also the password for logging in to the application O&M page.

Step 3: Initialize EspoCRM

Application images use code-based Ubuntu. They provide graphical user interfaces to make your operations easier. You need to initialize the application dashboard upon the first login. Then you can directly log in to the dashboard from the FlexusL console afterwards.

1. In the address bar of a local browser, enter http://server-EIP:9000 to log in to the application O&M page.

   The initial username and password for logging in to the application dashboard are stored on the application O&M page. You need to log in to the O&M page first. The username for logging in to the O&M page is root, and the login password is the reset password.

   

   For details about the FlexusL instances, O&M page, and dashboard, see What Is the Relationship Among FlexusL Instances, the Dashboard, and the O&M Page?

2. On the My Apps page, click the application icon, choose Access, and click Initial Account to view the username and password for logging in to the application management page.

   The initial password is a randomly generated strong password. After the application is initialized, change the password on the dashboard for easy management. If the password is changed, the initial password will be invalid. Remember the new password.

   

3. In the Image area on the Overview page of the FlexusL console, click Access to go to the application dashboard.
   Figure 4 Access to the application dashboard
   
   

   If the dashboard is not properly displayed, check the following causes:

   • The port for accessing the dashboard is not enabled. Enable it as needed.
   • The dashboard is being started. Try again later.
4. On the displayed login page, enter the initial username and password obtained in 2 and click Log in.
   Figure 5 Initialization wizard page of the EspoCRM dashboard
   
5. Check the application dashboard.

   After logging in to the dashboard, information similar to the following is displayed.

   

After the EspoCRM application is initialized, you can deploy your applications on the dashboard.