Migration FAQ

Should I update my existing Joomla 2.5 website to Joomla 3.X?

Note: Before updating Joomla, please be sure to check the FAQ system requirements section to verify that CRMery is still compatible with the version of Joomla 3 which you plan to install.

Please also note that in December 2014, Joomla.org support ended for Joomla 2.5. As such, going forward our development team will be focusing all of our attention and resources to the Joomla 3.X version of CRMery. Also going forward, our QA team will no longer be testing Joomla 2.5 for compatibility with each release. As such whether or not you decide to update, is up to you as you may continue using the Joomla 2.5 version of CRMery on your website for as long as you wish. However, please note that the Joomla 2.5 is no longer supported nor updated.

 

Should I upgrade my existing Joomla 2.5 website or create a new Joomla 3.X website?

The decision of whether to upgrade or create a new Joomla website is up to you to decide. There are two options available.

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Option A) Upgrade your existing website to support the latest version of CRMery.

Note: A problem with this method is that other Components or Plugins on your website might need to be updated as well (if they are dependent on an older version of Joomla).

Note: Upgrading the existing website will also not solve any problems caused by third party problems with components, plugins, or templates.

For example, here is a list of third party that are known to cause issues: JSN, Rokbox (plugins are known to cause black / grey screens), K2 plugins, Artio Joomla SEF plugin, SH404SEF, SCLogin (also reported to cause a black / gray screen), virtuemart (reported to cause saving issues), Membership Pro plugin, Rocket Theme, Yootheme, Gantry

If choosing this method, we also recommend ensuring that your website is using a default Joomla template for CRMery (example: Atomic for Joomla 2.5.X or Protostar for Joomla 3.X). To accomplish this, simply log into the Joomla Back-end / Admin ... navigate to Menus ... locate the CRMery menu item ... Edit the CRMery Menu item and change the Template Style to a Joomla default template (example: Protostar if you are using Joomla 3.X OR Atomic if using Joomla 2.5.X ) If you do not see Protostar or Atomic listed (depending on which version of Joomla), navigate to Extensions ... Extension Manager ... Manage. Search for Protostar or Atomic to see if it's published. If it's not published, simply publish the template. If it's not listed it may not be installed or other issue.

Note: For reference on how to update Joomla: https://docs.joomla.org/J3.x:Updating_from_an_existing_version

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Option B) Create a brand new Joomla 3.X website such as a subdomain Joomla website.

Note: Before updating Joomla, please be sure to check the FAQ system requirements section to verify that CRMery is still compatible with the version of Joomla which you plan to install.

Note: There are no known cons to this method, provided the backup and restore is done correctly. In addition, it will make sure that you have the latest version of CRMery installed and with the latest version of Joomla. It would also put CRMery in a clean state environment such that it would be free from interference (if there was any previous conflicts on the old website that were being caused by a third party template or plugin).

 

If choosing option B, how do I backup and migrate the CRMery database and files from an old website to a new Joomla website?

Note: If you need assistance with logging into your database, you may contact your hosting provider.

( ) if your website has CPanel and how to login to Cpanel

( ) if your website has CPanel and how to manage your database via phpmyadmin

( ) how to login to your database if your hosting provider is hostgator

( ) how to login to your database if your hosting provider is godaddy

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To accomplish this and migrate CRMery from an old website to a brand new website.

[A] Backup your CRMery database to an SQL file and backup Joomla users database table

1) You will need to login to your database via a database management tool similar to phpmyadmin

2) click on database name for your website.

3) place a checkbox to the left for ALL _crmery database tables

4) scroll down to the bottom of the page

5) Where it says "With Selected" ... click the dropdown to select the "Export" option.

6) Choose Export Method Quick, unless you wish to customize, and for Format select SQL

7) Click Okay.

8) Then save the SQL file. This will backup all of your CRMery data to an sql file.

9) Backup your _users database table (separately). This will ensure that the Joomla user id numbers etc. will be the same on the new website.

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[B] Backup your CRMery files

1) Backup / save a copy of all of your CRMery Avatar files. These files can be found within /components/com_crmery/media/avatars

Note: these files are image files such as .jpg , .png etc.

2) Backup / save a copy of all of your CRMery documents. These files can be found within /components/com_crmery/documents

Note: these files can be .txt , .pdf , .png , .jpg , and more.

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[C] Create a new Joomla 3.X or above website , copy over the avatar and document files , and import the CRMery database

1) Create your new Joomla website.

2) Using FTP, copy over the the Avatar and Documents files that you backed up in [B]1 and [B]2 and copy them to the new Joomla website that you created in step [C]1

Copy Avatar files to /components/com_crmery/media/avatars

Copy Document files to /components/com_crmery/documents

3) After creating the website, login to your database via a database management tool similar to phpmyadmin

4) click on the database name for your website

5) click the "Import" button

6) click the "Choose File" button and select the file that was downloaded in step [A]8

7) click the "Go" button for the import to start

8) After the import is finished, open a web browser, navigate to, and log into the Administrative Back-end of your website (which has Joomla CMS installed).

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[D] Download the latest version of CRMery and install CRMery on the new website

1) To download CRMery, navigate to the Extension Depot website http://extensiondepot.com/ , click the Sign In (menu link) in the upper right corner (if you are not already logged in), type the username and password for the Extension Depot account. Then, click the login button. Navigate to the Purchase History page. Then click the "View Details and Downloads" to access the "Purchase Confirmation" page which includes the available download links.

2) After downloading CRMery, to install or update CRMery, navigate to your Joomla Administration ... Extensions ... Extension Manager ... choose the file pkg_crmery_v2.0.X.zip ... then click "Upload and Install". For a detailed guide on how to install CRMery, you may refer to our Installation and Setup guide at http://www.crmery.com/docs/install-and-setup

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[E] Setup your Joomla menu item for CRMery and configure the Joomla menu item to use the default Joomla template named Protostar

1) The Setup and Installation guide may be found at http://www.crmery.com/docs/install-and-setup

Note: all documentation may be found at http://www.crmery.com/docs

2) Edit Joomla menu for CRMery to use a default Joomla template. To accomplish this, simply log into the Joomla Back-end / Admin ... navigate to Menus ... locate the CRMery menu item ... Edit the CRMery Menu item and change the Template Style to Protostar. Then save and close.

 

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