Skip to main content

Deployment Guide Overview

This section covers comprehensive deployment and infrastructure documentation for the SBM CRM Platform.

Documentation Structure​

Installation​

Get started with installing the SBM CRM Platform.

Configuration​

Configure the platform for your environment.

  • Configuration Guide - Complete configuration reference, environment variables, and security settings

Database​

Set up and manage the database.

  • Database Setup - PostgreSQL setup, schema management, performance tuning, and maintenance

SSL/TLS Security​

Secure your deployment with SSL/TLS certificates.

  • SSL/TLS Setup - Certificate installation, Nginx configuration, and security best practices

Backup & Recovery​

Protect your data with backups and recovery procedures.

Monitoring​

Set up monitoring and observability.

Scaling​

Scale the platform to handle increased load.

  • Scaling Guide - Horizontal scaling, database scaling, load balancing, and auto-scaling

Environments​

Configure different deployment environments.

  • Environment Guide - Development, staging, and production environment configurations

CI/CD​

Automate testing and deployment with GitHub Actions.

Infrastructure​

Manage infrastructure with Infrastructure as Code.

Quick Start​

1. Installation​

Choose your installation method:

  • Docker Compose (Recommended) - Quick setup with containers
  • Manual Installation - Full control over components

See Installation Guide for details.

2. Configuration​

Configure your environment:

# Copy configuration template
cp .env.example .env

# Edit configuration
nano .env

See Configuration Guide for all options.

3. Database Setup​

Set up PostgreSQL:

# Create database
createdb sbmcrm_production

# Run migrations
npm run migrate

See Database Setup for detailed instructions.

4. SSL/TLS​

Secure your deployment:

# Install Let's Encrypt certificate
sudo certbot --nginx -d api.yourdomain.com

See SSL/TLS Setup for complete guide.

Deployment Checklist​

Pre-Deployment​

  • System requirements met
  • Database server configured
  • Redis server configured
  • SSL certificates obtained
  • Domain names configured
  • WeChat credentials ready
  • Email service configured

Deployment​

  • Application installed
  • Configuration files set
  • Database migrations run
  • SSL/TLS configured
  • Monitoring set up
  • Backups configured
  • Health checks passing

Post-Deployment​

  • Application accessible
  • API endpoints responding
  • Database connections working
  • Monitoring dashboards active
  • Alerts configured
  • Documentation updated

Deployment Environments​

Development​

Local development environment for developers.

  • Local PostgreSQL
  • Debug mode enabled
  • Hot reload
  • Test data

Staging​

Pre-production environment for testing.

  • Staging database
  • Production-like configuration
  • WeChat sandbox
  • Limited external integrations

Production​

Live environment serving real users.

  • Production database cluster
  • Full security enabled
  • Monitoring and alerting
  • High availability

See Environment Guide for detailed configuration.

Support​

For deployment assistance:

  • Review the specific deployment guides in this section
  • Contact the DevOps team
  • Check troubleshooting sections in each guide
  • Review logs for error messages

Best Practices​

  1. Start with Development - Test locally before deploying
  2. Use Staging - Always test in staging before production
  3. Automate Everything - Use CI/CD for deployments
  4. Monitor Continuously - Set up monitoring from day one
  5. Backup Regularly - Automate backups and test restores
  6. Document Changes - Keep deployment documentation updated
  7. Security First - Enable security features from the start