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Once the installation is finished, we must update our newly installed coreBOS CRM; For this, we have created the coreBOS Updater: a new module that does this function like a charm.

coreBOS has a synchronization and update system that makes it easy to keep the application up to date. This system detects changes made to the code and maintains the state of the database. Every time we update the code we will run coreBOS Updater to apply the necessary changes to the database.

 How to do micro-migrations. simple and without problems constantly :-)

coreBOS Updater is one more coreBOS module. It is accessed from the menu option (top) Settings → Updater.Once in the module, press the Load Updates button. This process reads the code and compares it to the state of the database. It will automatically create a list of all the changes that are in the code and that are not in the database.

In the end, we will present a list of changes pending application to keep the installation up to date. The normal thing will be to apply them all, without more, but they can be filtered and watched since some changes are optional and you might not want to apply those changes. In any case, you can easily undo these changes and go back using the coreBOS Updater functionalities.

     In summary, after each code update there is:

  • access coreBOS Updater

  • press the Upload Updates button

  • return to module list view

  • Press the Apply All button

This is an example screen of the CoreBOS Updater.

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POST INSTALLATION RECOMMENDED ACTIONS

 Once at this point, we recommend performing a series of tasks, namely:

  • Activate and select language

  • Change administrator user password

  • Set outgoing mail

  • Configure company data and logos

  • configure the execution of scheduled tasks

  • configure backups

Admin Manual
Developer Manual