Vtiger530:Migration
From http://wiki.vtiger.com/archives
Contents |
About
Migration is a process by which you can upgrade your existing vtiger CRM version to the latest version.
Prerequisites
1. Take the backup of your complete source folder (To ensure that you do not loose any code customizations as well as file attachments added through the CRM)
2. Take the dump of database by using PhpMyAdmin or by using this command:mysqldump -u(mysql_username) -p(mysql-password) -P(mysql_port) database_name > dump_filename.sql
| NOTE:
Don't delete your old installation of vtigercrm and database because they are required for migration process |
Migration Steps
To Migrate your older version of vtigerCRM to vtiger 5.3.0 please follow the below mentioned steps
| NOTE:
To upgrade from vtiger CRM 4.x version to 5.3, you should first migrate to 5.0.4.After completing the migration to 5.0.4, please come back to this page to complete the upgrade to 5.3.0 |
Migration using vtiger CRM 5.3.0 source
Step1: Download vtigerCRM5.3.0, save it in Apache \ IIS web root by creating a new directory.
Default path for Web root
for vtigercrm exe C:\Program Files\vtigercrm-5.x\apache\htdocs\
for vtigercrm bin /home/vtiger1/vtigerCRM5.x/apache/htdocs/
for vtigercrm IIS C:\Inetpub\wwwroot\
for vtigercrm source in linux /var/www/
Now access it through browser.
Example:
for windows(Apache) http://localhost:<apacheport>/<path to vtigercrm directory>
for windows(IIS) http://localhost/<vtigercrm directory>
for Linux http://localhost:<apacheport>/<path to vtigercrm directory>
This will bring up the Configuration Wizard. Click on Migrate button to start migration from existing vtigerCRM to vtigerCRM 5.3.0
Step2: Clicking Migrate in previous step will result into Installation Check, where installation wizard checks for php-prerequisites , read-write permission for required directories, files and php directives.Click here to go to php settings
All php directives which doesn't match with the recommended values will be
shown-up under Recommended PHP Settings.
If PHP directive values are different from the recommended values, set them as recommended, restart the apache \ IIS server and click on the Button Check Again (available on right top corner). In case of insufficient permissions to required files, give them recommended permission and click on the Button Check Again. Once all required files has Read/Write access and PHP directives are set to recommended values click on Next Button.
Step3: Now you would get the System Configuration page where user need to provide information about existing vtigerCRM source.
Previous Installation Path: The path of previous vtigerCrm source Previous Installation Version: The version of previous vtigerCrm installation Admin Username: Any of the active admin user name of the previous installation Admin Password: password of that admin user Database Name for Migration: give the database name which you want to migrate
Step4: By clicking the next button it will move to Pre Migration Tools page , if your database table engine is not the recommended one it will show the following page, where you have to click on fix now.
After successfully changing the engine type this message will appear on the screen. Close this message and proceed to next step.
Now you have two option for your old database. Either you can take dump of that database and use the old database for migration or you can create a new database for migration.
Option 1. Database Backup: When you click on the image, a popup window will appear. Copy the contents of that and save it in a file. This file would be the back up of your old database. After taking backup click on next button for migration. In this option your old database is used for migration.
Option 2. Database Copy: Click on the image, a popup window will appear. In this window give the required details about the New Database Name and Mysql User name and Mysql Password.
After that click on copy now button. It will copy the old data into a new database and for migration process it will use the new database.
As soon as it is done with the copy following message will appear on the screen, close that message and click next to proceed with the migration.
Step5: This will result in a window where all the optional modules are listed, by default all of them are selected for installation, un-select the one you don't want to install along with the base product.
Step6: After clicking next, Confirm Settings page will appear, this page will show all the details of database configuration and source configuration. Confirm that, if you want to change click on Back button, otherwise click on next to start the migration.
Step7: On clicking the next button, migration will start and it will show the status of database and print the queries on the screen which are executing during the migration.
If in case any query is fail it will show that in a box down the screen. Now right click on the screen and then click on this frame option there is save frame option use that and save the frame. So by this way it will save all the queries which are executed during migration.
When this process ends click on the next button to finish the migration.
Migration from Linux (vtiger CRM 5.*) to windows (vtiger CRM 5.2.0)
Take the dump of database by using phpmyadmin or by using this command:mysqldump -u(mysql_username) -p(mysql-password) -P(mysql_port) database_name > dump_filename.sql
Take the backup of your old vtiger source.
Now setup Apache or IIS server on your windows machine and then put the vtigercrm 504 old source in web root.
Now create a database with utf-8 support by using phpmyadmin or by using this command:create database <new_db_name> DEFAULT CHARACTER SET utf8 DEFAULT COLLATE utf8_general_ci;
After this import the sql dump into this database by using phpmyadmin or by command mode, using this commands:
use new_db_name;
source <path of database dump/dumpfilename.sql>
Once you are done with importing, go to your vtigercrm directory and look for config.inc.php file, in this file change the value of some parameters
$dbconfig['db_name'] (to the new database)
$dbconfig['db_server'] (to your new database server)
$dbconfig['db_port'] (new mysql port)
$dbconfig['db_username'] (new mysql user name)
$dbconfig['db_password'] (new mysql password)
$site_URL (to your IIS site url)
$root_directory (path to the vtigercrm directory)
After this put the source of the vtigercrm-5.2.0 in your Apache / IIS web root by creating a new directory there and after this click here to continue with migration.
Migration using patch
| NOTE:
Before starting with the Migration make sure that your older installation should be at vtigercrm-510 as this patch let you migrate from vtigercrm-510 or above to latest vtigercrm-521 |
Download the patch and extract that in your old vtiger CRM directory.
Default Path
for vtigercrm exe C:\Program Files\vtigercrm-5.x\apache\htdocs\vtigerCRM
for vtigercrm bin /home/vtiger1/vtigerCRM5.x/apache/htdocs/vtigerCRM/
for vtigercrm IIS C:\Inetpub\wwwroot\vtigerCRM
for vtigercrm source in linux /var/www/vtigerCRM
Now access it through browser. This will bring up the Configuration Wizard. Click on Migrate button to start migration from existing vtigerCRM 5.1.0 to vtigerCRM 5.2.1
Now follow the migration steps mentioned here.
Migration of vtigercrm510 Exe to vtigercrm520 Exe
Take the back up of vtigercrm510 source and database
a. Take the database dump of vtigercrm510: Please click here to take the database back up of vtiger510.
b. Take Source back of vtigercrm510:
- Copy entire source directory of vtigercrm510 source from C:\Program Files\vtigercrm5\apache\htdocs\vtigerCRM
Stop the vtigercrm510 Exe
- Stop the vtigercrm510 Exe by running stopvTiger.bat file.
- Once vtigercrm stops, Go to windows Task Manager and check for process mysqld-nt.exe and Apache.exe, If it is running please stop the process (End Process).
Make changes in apache configuration file
- Go to “C:\Program Files\vtigercrm-5.1.0\apache\conf “ and open httpd.conf file.
- Go to line number 229 (around) and change the value of variable DocumentRoot from "C:/Program Files/vtigercrm-5.1.0/apache/htdocs/vtigerCRM" to "C:/Program Files/vtigercrm-5.1.0/apache/htdocs"
- Then go to line number around 253 and look for this <Directory "C:/Program Files/vtigercrm-5.1.0/apache/htdocs/vtigerCRM"> change this to <Directory "C:/Program Files/vtigercrm-5.1.0/apache/htdocs">
- Now save this file and restart the server by clicking startvTiger.bat
Downloading vtigercrm520 Source
- Download the vtigercrm-5.2.0 source from here
- Extract this source in C:\Program Files\vtigercrm5\apache\htdocs\vtigerCRM by creating a new directory named as vtigercrm520.
- Now launch the vtigcrm520 in browser.
ex. If you have default installation at apache port 80 then it will be like http://localhost/vtigercrm520 else
it will be http://localhost:<apache port>/vtigercrm520
- Now follow the rest of the migration here.
Import the database dump of vtigercrm510 for vtigercrm510 source
- Open command prompt window, and connect to MySql:
- Create a new database:
mysql>create database <new_database_name>
e.g.: mysql>create database vtigercrm510;
- Use this database:
mysql>use <new_created_database_name>
e.g.: mysql>use vtigercrm510;
- Import database dump file into new database:
mysql>source <Path of vtigercrm510 database dump file>
e.g.: mysql>source C:\vtiger_database_dump.sql
- Now install vtigercrm510 source with the same database name vtigercrm510.
Go for the migration of vtigercrm510 to vtigercrm520
- Now open vtigercrm520 through browser.
- Go for the migration and follow the migration steps mentioned here. Give the location of previous installation as C:\Program Files\vtigercrm-5.2.0\apache\htdocs\vtigerCRM\vtigercrm510.
