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Author Topic: Genius needed to make standalone work  (Read 9313 times)

sawjer

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Genius needed to make standalone work
November 22, 2008, 03:33:19 am
From all what I can gather a lot of effort has gone into writing interesting code. I can really appreciate it, as I write a Web CMS myself.

What makes civicrm a pain in the neck I clearly do not wish even those  that are condemmed (like me) to use it (because there is no better software around) are two things:

The design idea seems to be: Make a complicated thing easy, by providing as many automatism as possible.
The result is, that in the process of making it work, things get caught up and the user is forced to erase all and start afresh (e.g. test running an online registration is limited to the administrator, because he is logged in and his e-mail cannot be configured). On top, there are lots of explanations for really complicated stuff but none, that gives the basic concept and running like "how to create a online registration form" or how the elements of a form are created (e.g. profiles and more). I clearly don't think that the developers thought the standard civicrm GUI to be the production interface for users.

I would be ready to share my own documentation for a standalone civicrm, that will come after this terrible experience, but I need someone who can explain reasons instead of only giving steps to follow (which may lead to nowhere the moment the current situation is not exactly as the one the advice is based on.

Who is ready to help?

Eileen

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Re: Genius needed to make standalone work
November 22, 2008, 02:43:04 pm
Perhaps a slight aside but I had been mulling what would be involved in doing a printed book of the 'civiCRM for dummies' variety. Probably writing and getting a book published is a bit beyond my resources - especially as the release cycle is so rapid - but would probably open it up to a whole new bunch of users ( and I suppose book sales might compensate the time put into writing it)
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Donald Lobo

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Re: Genius needed to make standalone work
November 23, 2008, 07:18:37 am

A couple of points:

1. 2.1 is the first release with standalone, as such it probably has quite a few issues that we are not aware of. To get a better idea of the system, you might be better off playing with the drupal demo and figuring things out there

2. Profiles documentation is here: http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin. It is probably written from a drupal/joomla perspective since standalone came after the docs

3. Might be easier/quicker to ask questions on IRC: http://embed.mibbit.com/?server=irc.freenode.net&channel=%23civicrm&forcePrompt=true

4. having a better attitude / tone would make helping you out a bit easier.

5. i have no idea what you mean by: "I clearly don't think that the developers thought the standard civicrm GUI to be the production interface for users."

lobo

lobo
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sawjer

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Re: Genius needed to make standalone work
November 24, 2008, 08:20:34 pm
Hallo lobo

I do not mean to flame anybody. I am too long in this business not to understand, that it is open source and therefore best effort.

I admit, it frustrates me, that there is so much clever information in the documentation, but the few simple things one would need to start has to be found out by reverse engineering.
I understand also that me not using drupal but having to integrate it into another CMS is not the easiest job to wish for and I am possibly not your target audience.
However I am not new to web programming and I know quite a bit about the user requirements as I need to live from this work.

None the less thank you for offering help.

The points you mention:

==>1. 2.1 is the first release with standalone, as such it probably has quite a few issues that we are not aware of. To get a better idea of the system, you might be better off playing with the drupal demo and figuring things out there.
>>I have registered for the demo and I can log in and see my profile but when I want to try the dashboard it says "You are not authorized to access this page".
>> Unfortunately this is a recurring experience with civicrm standalone that thing either crash or then just deny operation.

2. Profiles documentation is here: http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin. It is probably written from a drupal/joomla perspective since standalone came after the docs
>> This is great but lets me in the cold about how to link with the db and how to integrate it into a page without drupal.

3. Might be easier/quicker to ask questions on IRC: http://embed.mibbit.com/?server=irc.freenode.net&channel=%23civicrm&forcePrompt=true
>> Thank you for the offer, I will install this and call soon

4. having a better attitude / tone would make helping you out a bit easier.
>> I'll try. As you can see in the forum, I am not only complaining but have started with translation and documentation to contribute to the effort.

5. i have no idea what you mean by: "I clearly don't think that the developers thought the standard civicrm GUI to be the production interface for users."
>> As standalone presents itself when I start up civicrm standalone (even assuming that setting the css right would help the layout) it is not user friendly. But OK, this is a start and the system provides for a lot of configurability.

My most basic queations are:
- How can I integrate the form created in civicrm into a page body that has been created by a cms.
- How to best access the db. Example: I have an event, people get themselves registered, now I need various views of the event and Participants. Hooks would not be enough as this only handles the event management and event registration. I would need for instance room resource management, group scheduling for workshops. Hooks do not seem to help here.

Thank you for your help

Donald Lobo

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Re: Genius needed to make standalone work
November 24, 2008, 09:32:39 pm

1. The demo home page lets folks know to login as demo / demo (since that user is permissioned to access CiviCRM). Your newly created user is not permissioned to access civicrm. You can potentially set it that way, but for the demo we decided to permission the demo user only

2. The documentation is from a user perspective, not a developer perspective. Also while we are CMS agnostic, i dont think our goal is to run under any/all cms'es out of the box (would be nice, but i suspect a bit out of scope for us). To a large extent, your use case is not our target audience

3. its an ajax widget, no software required :)

4. thanx for volunteering to help and describing your situation in more detail etc. definitely helps us see things in a different light

with regard to the basic questions:

1. integrating things into the CMS. This depends on the CMS and how much extensibility it has etc. With drupal we can use hooks to inject form elements etc. we cannot do this in joomla. You can also create some civicrm forms as "standalone" and use that html, but this is limited to "profile" forms only

2. You can use the api to access the db OR for more complex needs access the db directly.

lobo
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Dave Greenberg

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Re: Genius needed to make standalone work
November 25, 2008, 11:19:10 am
One other note - the evolving REST API is being driven to a large extent by the need to make it easier to integrate CiviCRM with "other" CMS's. Aaron Crosman from AFSC.org is helping to drive this forward since that is his org's "requirement". You might want to join in this effort going forward.

http://civicrm.org/node/478
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geilhufe

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Re: Genius needed to make standalone work
November 26, 2008, 12:48:56 pm

CiviCRM for Dummies book was mentioned.

Interesting presentation at the Nonprofit Software development Summit on Book sprints. Basically set up a sprint to write the book.
http://en.flossmanuals.net/FLOSSManuals/BookSprints

Anyone interested in coordinating such a thing?
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sawjer

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Re: Genius needed to make standalone work
November 26, 2008, 02:01:53 pm
Quote from: Eileen on November 22, 2008, 02:43:04 pm
Perhaps a slight aside but I had been mulling what would be involved in doing a printed book of the 'civiCRM for dummies' variety. Probably writing and getting a book published is a bit beyond my resources - especially as the release cycle is so rapid - but would probably open it up to a whole new bunch of users ( and I suppose book sales might compensate the time put into writing it)

Hallo Eileen

I do not think a book would be what is needed at the moment.
- Things evolve at such a fast pace.
- My target audience are not the dummies but the experienced programmers.
- We need to find a method of writing dokucmentation that has a clear referennce to Releases, avoiding the time spent in vain because the documentation is not in sync with the release. This is particularly accute for standalone.

What clearly is needed is an ongoing effort in code and documentation to make integrating civicrm to non joomla and drupal systems a reasonable proposition.

I certainly would be interested to participate, as I have to achieve the integration for my CMS anyhow.

Dave Greenberg

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Re: Genius needed to make standalone work
November 29, 2008, 12:51:50 pm
Quote from: sawjer on November 26, 2008, 02:01:53 pm
- We need to find a method of writing dokucmentation that has a clear referennce to Releases, avoiding the time spent in vain because the documentation is not in sync with the release. This is particularly accute for standalone.

We plan on versioning the documentation wiki by release starting with the release of 2.2. We think this will help a bit - as folks can make updates to a release-specific version without worrying about creating confusion for folks on an earlier or later release.
Protect your investment in CiviCRM by  becoming a Member!

sawjer

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Re: Genius needed to make standalone work
December 01, 2008, 07:27:21 am
Quote from: sawjer on November 24, 2008, 08:20:34 pm
Hallo lobo

I do not mean to flame anybody. I am too long in this business not to understand, that it is open source and therefore best effort.

I admit, it frustrates me, that there is so much clever information in the documentation, but the few simple things one would need to start has to be found out by reverse engineering.
I understand also that me not using drupal but having to integrate it into another CMS is not the easiest job to wish for and I am possibly not your target audience.
However I am not new to web programming and I know quite a bit about the user requirements as I need to live from this work.

None the less thank you for offering help.

The points you mention:

==>1. 2.1 is the first release with standalone, as such it probably has quite a few issues that we are not aware of. To get a better idea of the system, you might be better off playing with the drupal demo and figuring things out there.
>>I have registered for the demo and I can log in and see my profile but when I want to try the dashboard it says "You are not authorized to access this page".
>> Unfortunately this is a recurring experience with civicrm standalone that thing either crash or then just deny operation.

2. Profiles documentation is here: http://wiki.civicrm.org/confluence/display/CRMDOC/Profiles+Admin. It is probably written from a drupal/joomla perspective since standalone came after the docs
>> This is great but lets me in the cold about how to link with the db and how to integrate it into a page without drupal.

3. Might be easier/quicker to ask questions on IRC: http://embed.mibbit.com/?server=irc.freenode.net&channel=%23civicrm&forcePrompt=true
>> Thank you for the offer, I will install this and call soon

4. having a better attitude / tone would make helping you out a bit easier.
>> I'll try. As you can see in the forum, I am not only complaining but have started with translation and documentation to contribute to the effort.

5. i have no idea what you mean by: "I clearly don't think that the developers thought the standard civicrm GUI to be the production interface for users."
>> As standalone presents itself when I start up civicrm standalone (even assuming that setting the css right would help the layout) it is not user friendly. But OK, this is a start and the system provides for a lot of configurability.

My most basic queations are:
- How can I integrate the form created in civicrm into a page body that has been created by a cms.
- How to best access the db. Example: I have an event, people get themselves registered, now I need various views of the event and Participants. Hooks would not be enough as this only handles the event management and event registration. I would need for instance room resource management, group scheduling for workshops. Hooks do not seem to help here.

Thank you for your help


Hallo lobo
I am trying to configure the irc connection. I am using the ubuntu irc client conversation. The link you give me does not seem to fit the fields I need to fill in my irc client.

Thank you for more explanation

Donald Lobo

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Re: Genius needed to make standalone work
December 01, 2008, 08:33:57 am

this link:

http://embed.mibbit.com/?server=irc.freenode.net&channel=%23civicrm&forcePrompt=true

should work from your browser. I just tried it on my mac and it worked quite nicely

lobo
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sawjer

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Re: Genius needed to make standalone work
December 01, 2008, 11:22:33 am
Hallo lobo

I am on IRC and am trying a PM with dlobo. But no response?

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Re: Genius needed to make standalone work
January 18, 2009, 05:32:48 pm
I've longed for a civiCRM for dummies type of book too . . .

But then it occurred to me that what I wanted was a book that would tell me all the things that weren't in the documentation.  Which means that what I really want is for better documentation, and that's the place to start. 

I several things I mean by "better" documentation:
1. There are more errors than I'd expect.  For example, tonight I just spent 2 hours trying to figure out why my profile didn't work and traced it down to a type in the documentation. 
2. Much of it is written from a Drupal perspective and things like file locations are offered, but not noted as being wrong for Joomla
3. As noted above, there are some missing places.

So I hope that anybody who figures out these errors or unexplained places will contribute back to the documentation!!  Let's all save each other these hours and hours of trying to figure out why something isn't working!
Thanks to those who help create and enhance civiCRM!

sawjer

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Re: Genius needed to make standalone work
January 21, 2009, 10:06:13 pm
Quote from: conductorchris on January 18, 2009, 05:32:48 pm
I've longed for a civiCRM for dummies type of book too . . .

But then it occurred to me that what I wanted was a book that would tell me all the things that weren't in the documentation.  Which means that what I really want is for better documentation, and that's the place to start. 

I several things I mean by "better" documentation:
1. There are more errors than I'd expect.  For example, tonight I just spent 2 hours trying to figure out why my profile didn't work and traced it down to a type in the documentation. 
2. Much of it is written from a Drupal perspective and things like file locations are offered, but not noted as being wrong for Joomla
3. As noted above, there are some missing places.

So I hope that anybody who figures out these errors or unexplained places will contribute back to the documentation!!  Let's all save each other these hours and hours of trying to figure out why something isn't working!

I fully agree.

The coreof the problem: There is unfortunately no clear separation of core civicrm code and integration code to drupal, joomla and standalone. As far as I can see it has started as a drupal centered approach. Therefore integration code is found in many places within the core modules.

To correct this a mayor rewrite would be needed. So for now, the only sensible way is to create a documentation that has three branches (drupal, joomla and standalone). There will certainly be some duplication of information (just cut and paste) but it would be much more easy to make shure that the documentation pertains to the particular setup.

Who has the right to do the change in the docu structure?

Donald Lobo

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Re: Genius needed to make standalone work
January 22, 2009, 06:53:42 am

I disagree a bit here. I think the CMS code has been localized to a handful of places only. The approach we've taken with the documentation of havign a centralized documentation and then explaining the differences where needed/present is better, since most of the code/display is common across all CMS's. I dont think we'd agree to the change proposed here, but we are open to a discussion and analysis of how different it really is

lobo
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