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2 Installation Manual
-2Table of Contents
1. System Requirements .......................................................................3 2. How do I choose right distribution? .....................................................4 3. Installation Prerequisites ...................................................................5 4. Installing in Apache Web Server .........................................................6
4.1 Installing Complete Package ................................................................ 6 4.2 Installing without Apache and MySQL.................................................... 8 4.3. Installing vtiger CRM Source ..............................................................10
5. Installing vtiger CRM in Microsoft IIS................................................. 13 6. Starting & Stopping vtiger CRM Server .............................................. 14 7. Configuring vtiger CRM Server.......................................................... 15 8. Starting vtiger CRM in Web Browser .................................................. 18 9. Upgrading to 5.0.2 ......................................................................... 19 10. Troubleshooting Tips ..................................................................... 20 11. Known Issues............................................................................... 22 12. Related Documents ....................................................................... 23 13. Customer Support......................................................................... 24
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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1. System Requirements
Hardware: x486 with 512 MB RAM or higher with a minimum of 250 MB disk space. Operating System: Windows 2000/NT/XP. Web Server: Apache version 2.0.40 and higher or Microsoft version IIS 5 and higher. Database: MySQL version 4.1.x through 5.1.x. PHP: 5.0.x through 5.1.x version. Web Browser: IE 5.5/6.0, Firefox 1.5.x and above, or Opera version 7.21 and above.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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vtigercrm-5.0.2.tar.gz
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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3. Installation Prerequisites
You must have "Administrator privileges" on the system. If you are installing without Administrator privileges, vtiger CRM software will not be installed properly. Before installing vtiger CRM software, stop the Apache and MySQL services. vtiger CRM software is compatible with Apache 2.0.40, MySQL 4.1.x through 5.1.x, and PHP 5.0x through 5.1.x. If these software are already installed in your system, you can use the same. Otherwise use the Apache and MySQL bundled with vtiger CRM software. Read/Write permissions for some of the vtiger CRM directories Applicable to vtiger CRM Source Installation PHP settings (php.ini) configuration - Applicable to vtiger CRM Source Installation
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
-7i. ii. In the Install Apache Options dialog, select the Install Apache option and click the Next button. In the Install Apache Web Server Port Selection dialog, enter the port number in which Apache Web server must be started and click the Next button. If you are not sure, you can use the default port number "80". iii. In the Apache Service Option dialog, select the Start the apache as a service check box to automatically start vtiger CRM as a service during startup.
6. Follow the steps given below to install MySQL bundled with vtiger CRM: i. ii. In the Install MySQL Options dialog, select the Install MySQL option and click the Next button. In the MySQL Connection Parameters Configuration dialog, enter the following MySQL connection parameters and click the Next button: Port Number: The port at which MySQL database server to must be started. User Name: The user name to login in to the MySQL database. Password: The password for the user. If you are not sure, use the default Port as 3306, and User Name as root. Keep the Password field empty. 7. In the Chose Destination Location dialog, either use the default directory C:\Program Files\vtigerCRM5_0 or select a new directory. After selecting the destination directory, click the Next button. 8. In the Select Program Folder dialog, either use the default program folder vtiger CRM 5 or enter a new folder. Now click the Next button. 9. In the Start Copying Files dialog, review Apache, MySQL, and PHP configuration settings. Click the Next button to start the installation or click the Cancel button to abort the installation. It will take approximately five minutes to complete the installation. Note: During vtiger CRM installation, <Apache Home>/conf/httpd.conf and %SystemRoot%/php.ini files will be modified. Also a backup copy of these files will be stored under %SystemRoot%/vtigerbackup folder. Please proceed further if you accept these changes.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
-810. In the Installation Wizard Complete dialog, select the Yes I want to start the server option if you want to start vtiger CRM server immediately. Also select the Yes, I want vtiger CRM icon on desktop option if you want a desktop shortcut. Click the Finish button. It will take a few minutes to start vtiger CRM server.
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6. Follow the steps given below to use the existing MySQL: i. ii. In the Install MySQL Options dialog, select the Use Installed MySQL option and click the Next button. In the MySQL Path Selection dialog, browse the directory where MySQL is installed and click the Next button.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
-9Warning: If you give a wrong directory, installation will not proceed further. iii. In the MySQL Connection Parameters Configuration dialog, enter the following MySQL connection parameters and click the Next button: Port Number: The port at which MySQL database server is running. User Name: The user name to log in to the MySQL database. Password: The password for the user. If you are not sure, you can use the default Port 3306, User Name root. Keep the Password field empty. 7. In the Choose Destination Location dialog, either use the default program folder or enter a new folder. Now click the Next button. 8. In the Start Copying Files dialog, review the Apache, MySQL, and PHP configuration settings. Click the Next button to start the installation or click the Cancel button to abort the installation. It takes approximately five minutes to complete the installation. Note: During vtiger CRM software installation, the <Apache Home>/conf/httpd.conf and %SystemRoot%/php.ini files will be modified. Also a backup copy of these files will be stored with file extension as vtigercrm.backup. Please proceed further if you accept the changes. 9. In the Installation Wizard Complete dialog, select the Yes I want to start the server check box if you want to start vtiger CRM server immediately. Also select the Yes, I want vtiger CRM icon on desktop check box if you want a desktop shortcut. Click the Finish button.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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How to get WAMP? WAMP stands for Windows, Apache, MySQL, and PHP. You can download optimized Apache, MySQL, and PHP with some other Add-on packages from various sources. The most popular sites that provide WAMP setup are WAMPP and XAMPP (apachefriends.com). There are many Websites offers WAMP distributions freely. Recommended WAMP Distributions: WAMP: Version 1.6.5 XAMPP: Version 1.5.3a Before using your own WAMP setup, please ensure that Apache, MySQL, and PHP versions meet the vtiger CRM requirements. Apache 2.0.40 and above MySQL 4.1.x through 5.1.x PHP 5.1.x (you must configure php.ini settings as per Pre-installation Check List. Otherwise some of the features will not work.
To install vtiger CRM Source 1. Download vtigercrm-5.0.2.tar.gz from the Sourceforge.net. 2. Extract the vtigercrm-5.0.2.tar.gz file into Apache root directory (For example, C:\Program Files\Apache Group\Apache2\htdocs)
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
- 11 3. Start Web Browser and follow the procedure given in the "Configuring vtiger CRM Server" section for completing vtiger CRM installation.
1. You must have READ/WRITE permissions on the following vtiger CRM folders: PHP Configuration - config.inc.php Cache Directory - cache/ Mail Merge Template Directory -test/wordtemplatedownload/ Uploads Directory - storage/ Install Directory - install/ Installation file -install.php Product Image Directory -test/product/ User Image Directory - test/user/ Contact Image Directory- test/contact/ Logo Directory- test/logo/ Email Templates Directory -modules/Emails/templates/ User Privileges - user_privileges/ Smarty Compile Directory - Smarty/templates_c Tabdata File Permission - tabdata.php ParentTabdata File Permission - parent_tabdata.php Smarty Cache Directory - Smarty/cache
2. Your php.ini must configured with following parameters: safe_mode = Off display_errors = On file_uploads = On
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
register_globals = Off max_execution_time = 600 output_buffering= On memory_limit = 32M error_reporting = E_WARNING & ~E_NOTICE allow_call_time_reference = On log_errors = Off short_open_tag= On extension=php_gd2.dll extension=php_imap.dll extension=php_mysql.dll extension=php_mysqli.dll
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Configuring Microsoft IIS to work with PHP-based application Please follow the procedure given below to execute PHP scripts in Microsoft IIS: 1. Configuring the php.ini file: Download the Windows binary for the latest version of PHP (vtiger CRM supports PHP version 5.1.x). Once you've downloaded it, unzip it to a C:\ and rename the folder to "php". Open the PHP.INI-DIST file from the C:\PHP folder and locate the following line: ;cgi.force_redirect = 1 Remove comment in the above line and change the setting to 0 as shown below to run PHP under IIS. Make the necessary changes and save the file as php.ini in your Windows folder (C:\WINNT on my computer): cgi.force_redirect = 0 2. Configuring PHP in Microsoft IIS. Please refer to the following sites for more details: http://in.php.net/manual/en/install.windows.iis.php http://www.phpbuddy.com/category.php?cat_id=INST Note: All the directories under vtigerCRM should have READ access permission. Otherwise, some of the images/files cannot be executed. To install vtiger CRM in Microsoft IIS, follow the procedure given below: 1. Download vtigercrm-5.0.2.tar.gz from the Sourceforge.net. 2. Extract the vtigercrm-5.0.2.tar.gz file into IIS root directory (For example, C:\Inetpub\wwwroot\). 3. Start Web browser and follow the procedure given in the "Configuring vtiger CRM Server" section for completing vtiger CRM installation.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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If you are using your own WAMP setup, start Apache manually and connect to vtiger CRM from http://<host Name>:<port number>/<vtigerCRM Home>/index.php.
To stop vtiger CRM Server If you have installed the bundled Apache, MySQL, and PHP with vtiger CRM, select Start Program Files vtiger CRM Stop vtiger CRM. If you are using your own WAMP setup, stop the Apache and MySQL manually.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Site Configuration
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
- 16 URL (mandatory) Enter the host name. By default, it is http://<system name>. Path (mandatory) By default, this is the path where vtiger CRM is installed. Path to Cache Directory (must have write permission) - By default, this is cache/. This folder is used to store the files, such as attachments, and import/export- related files temporarily.
Admin Configuration User name By default, the user name is set as admin. Admin password (mandatory) By default, the password is set as admin. You can change password after logging in to vtiger CRM. Email ID By default email ID is admin@your-domain.com. You can also change the administrators e-mail ID.
Currency Configuration Name (mandatory) Specify your fiscal currency name (For example, Dollar). Symbol (mandatory) Specify your currency symbol (For example, $). Code (mandatory) Specify international code of your currency (For example, USD).
5. In the Confirm Settings page, review the configuration information. If you want to change the details, click the Change button. If you want to populate some data, select the Also populate demo data? check box. Now click the Next button. 6. In the Config File Creation page, click the Next button. It will take approximately 4 minutes to complete the configuration. 7. In the Create Database Tables page, the created database tables are displayed. Click the Finish button to complete the installation process. Once installation is completed successfully, installation directory will be locked to secure your installation against unauthorized access. In the Login page, by default the User Name field is set as admin. In Password field, enter the admin password you have set during installation process. Once you have logged in successfully, you can view the vtiger CRM Home page as shown
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
- 17 below:
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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9. Upgrading to 5.0.2
We strongly recommend users to migrate from the vtiger CRM previous version to the latest version vtiger CRM 5.0.2. Currently we are providing UI based data migration for the following versions V 4.2.x V 5.0.0 V 5.0.1 V 5.0.2 V 5.0.2 V 5.0.2
Warning: Please don't forget to take the source code backup before extracting the patch; otherwise all your custom code will be overwritten by the new code. To upgrade to version 5.0.2 1. Download the vtiger CRM 5 - Patch 2 patch from Sourceforge.net 2. Extract the vtiger_CRM_5.0.0_Patch_2.zip to<vtiger CRM Home> directory 3. Now, open the vtiger CRM in Web browser and login as a Admin user 4. Click the Settings Other Settings Migration Wizard link.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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2. Start the Command Prompt and enter the following command: :\mysql u root port 3. Drop the existing vtigercrm database from MySQL as given below: mysql>drop database vtigercrm; 4. Start vtiger CRM server from Start --> Program Files -->vtiger CRM ->Start vtiger CRM. 2. After completing the installation I am not sure, how to start vtiger CRM. If you are using bundled Apache and MySQL with vtiger CRM Start vtiger CRM server from Start Program Files vtiger CRM Start vtiger CRM. After a few seconds, start vtiger CRM client from Start Program Files vtiger CRM Start vtiger CRM. If are using the existing Apache and MySQL Start the Apache Web server manually from the <Apache Home>/bin directory then start Web browser and enter the following URL: http://<Host-name>/<vtiger Home>/index.php 3. By default, the value for log4php.rootLogger is set as debug in log4php.properties file present under <vtiger CRM Home> directory. If you experience any problems, change the logging level to fatal or warning
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
- 21 Line: 10 log4php.rootLogger=debug, A2
Please refer to: vtiger Knowledge Base for more troubleshooting tips. If your problem is not solved please feel free to post in vtiger Discussions.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Note: The vtiger Outlook Plug-in, vtiger Office Plug-in, and vtiger Thunderbird/Mozilla Extension are browser-side software and work only with Microsoft Outlook, Microsoft Office, and Thunderbird/Mozilla respectively.
Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.
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Copyright 2003-2006 vtiger.com. All rights reserved. vtiger is a trademark of vtiger.com. All other trademarks are the property of their respective owners.