Installation guide

Installation procedure consists of following steps:
1.Install widget from Zoho Marketplace
2.Install the server part on your Asterisk server
3.Configure connection settings
4.Configure your business logic and preferences
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Manual installation steps
1. Install widget from Zoho Marketplace
To be filled...
2. Install the server part on your Asterisk server
Asterisk server is the best place to install connector according to the requirements. 
If it’s not possible to install connector to the Asterisk server, then you can install it on another server that fits technical requirements.
1. Open the Console (Terminal), log in to the Asterisk server:
ssh <Asterisk IP> -l root
where <Asterisk IP> is the address of your Asterisk server. Then enter your password.
2. Download the application distribution package,  run the following command:
wget https://bx24asterisk.ru/download/autoinstaller_zh.sh
3. Run the installation with the following command:
bash autoinstaller_zh.sh
4. Create a new login and password for login in the setup interface like this:
Enter new login for admin panel: admin
Enter new password for admin panel: admin
You can change this later in the config file: /etc/itgrix_zh/config.json. (‘Webserver’ section)
After installing, you will see a link to your admin panel. Copy the link and paste it into the address bar in a browser for redirecting to Setup wizard (link is like on picture).
If connector is not started.
The connector will start automatically after installation, but you can use commands
- to start it manually:  service itgrix_zh start
- to check status:        service itgrix_zh status
Depending on your server configuration, you may need to use systemctl instead of service
3. Configure connection settings
We recommend doing further configuration using setup master in Bitrix24 interface:
https://<Asterisk IP>:8078/config/master,
where <Asterisk IP> - address of your asterisk server.
*Itgrix has its own web-server, and self-signed SSL certificate. Allow your browser to connect to this web-server.
Input the login and password, which you created during app installation.
Setup master steps
1. Database connection. The master will find DB credentials. Also, it will check availability of CEL and CDR tables.
If credentials were not found, you can get it from /etc/asterisk/res_odbc.conf or /etc/asterisk/res_odbc_additional.conf
For example:
 [asteriskcdrdb]
username=>freepbxuser
password=>mypassword
You can create new MySQL-user if you want. This user will need read and write permissions for CEL and CDR tables.
2. Asterisk connection. Choose an existing user or create new. The connector will be sending request to AMI using this user.
If the connector was installed on the other server (not Asterisk), then create a user manually:
1. Change file /etc/asterisk/manager_custom.conf
[zohouser] 
secret = asterisksecret (create your own)
deny = 0.0.0.0/0.0.0.0 
permit = 127.0.0.1/255.255.255.0 
read = cdr,reporting,originate 
write = reporting,originate
2. Reload asterisk manager:
asterisk -rx 'manager reload’
3. Enter credentials in the admin panel:
3. Zoho connection. Copy your portal ID and paste at first input field.
You can find it in the browser address bar on the main page of your CRM (address will look like https://crm.zoho.com/crm/org123456789).
Press the Save button.
Choose your data center. The CRM Administrator has set it earlier when registering the CRM. Most likely it matches your location. Skip this step for now if you're unsure what to choose.
Press Get code.
Zoho Authentication page will open. You may need to log innto your Zoho account at this step.
Choose the CRM, review the access permissions for the connector and accept the authentication.
You will see the authentication code. Copy it. Mind that it will only be valid for one minute.
If you need to check what's your data center, look in the page URL in the address bar. It will have a part looking like location=us, this is your data center.
Return to the admin panel (choose data center if you didn't do it earlier), paste the code that you just got in the Auth code field and click Check.
You will see a status check that will show you if authentication succeeded or if there were any problems.
4. Results page will show you the statuses of configured connections.
Click Finish and you will be redirected to business logic settings page. 
4. Business logic settings
To save settings press ‘Save’ button on every changed page.
Connector has 1-week trial. After it, restricted mode will turn on
The limitations: 2 users and 1 trunk, default business logic flags.
You can choose the default responsible user and 2 operators on this page when in restricted mode
To have unlimited users, pay the licence fee please. Contact us for the bill.
Configuration is completed!
Use our test procedure for testing your connection. 
​Contact us in case you have questions.
Zoho CRM
Testing connector
Last modified 1yr ago