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This documentation applies to vtigerCRM 5.2.1 and vtigerCRM 5.2.0

How do I choose right distribution?

Type Of User	Distribution Type
I am new to Web-based software – Beginners	vtiger CRM 5.2.0 EXE
I have hands-on experience with MySQL and PHP-based applications – Advanced PHP Users/Developers/Hosting Service Providers	vtigr CRM 5.2.0 TAR GZ

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 5.1.x and above , and PHP 5.0x and above.
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

Installation steps on Windows

Step1: Download the vtiger CRM 5.2.0 EXE from vtigercrm-5.2.0.exe

Now save this file and then run.

Step2: The installation process will start with the Welcome page, click next to continue with the installation.

Step3: Now it will show the license Agreement page, read the license carefully, then select the check box and click next to continue with the installation.

Step4: Clicking next button will take you to Apache Web Server & MySQL Configuration page, by default the apache port is 81. If the port is occupied by any other process it will show a message saying this port is not free please select any other free port. After giving the apache port click next. By default port MySQL uses 3307, if the port is occupied by any other process it will show a message saying this port is not free please select any other free port. The default User Name is root and password is empty, you can change them according to your convenience. After giving all the parameters click next

Step5: Now you will be prompted to enter a password for vtigerCRM admin user along with the password.

Step6: Clicking next will direct you to the Choose Installation Location page, here you can select the installation directory. By default c:\program files\vtigercrm-5.2.0-vb1 now click on the next button.

Step7: Clicking next will show Choose Start Menu Folder page, select the check box if you don't want to create start menu folder. now click the install button.

Step8: Clicking install button will start the installation process.

Step9: As soon as the installation done it will start the vtiger crm server, it will launch a command window.

Step10: Once it will start all the necessary services and process (Apache and MySql), it will launch the vtigercrm client. To continue with Configuration Wizard Click here

Using Source

System Requirements

Hardware: Intel 80486 with 512 MB RAM or more and at least 250 MB of disk space.
Web Browser: Firefox 2.x and above Internet Explorer 6 and 7
Web Server Apache: version 2.0.40 or higher or Microsoft IIS 5 or higher
Database MySQL: version 4.1.x through 5.1.x
PHP: version 5.0.x through 5.2.x

PHP Extensions

Following extensions should be enabled for your PHP setup

GD	Mandatory	Charts and graphs generation are dependent on this library.
IMAP	Mandatory	Webmails Module is dependent on this library.
Zlib	Mandatory	This library is already bundled in PHP 5.3 and later versions.
OpenSSL	Optional	Imap with OpenSSL should be enabled in case Mail server needs to be connected via SSL
Curl	Optional

PHP Configuration

Make sure to verify if your PHP configuration meets the recommended values.

Variable	Value
zend.ze1_compatibility_mode	off
allow_call_time_reference	on
error_reporting	E_WARNING & ~E_NOTICE
safe_mode	off
display_errors	on
file_uploads	on
max_execution_time	600
memory_limit	32M
log_errors	off
output_buffering	on
register_globals	off
short_open_tag	On

File Permissions

Provide read-write access to the following files and folder (recursively):

NOTE:

Read and Write permissions should be enabled for the following files and folders.

config.inc.php
tabdata.php
install.php
parent_tabdata.php
cache
cache/images/
cache/import/
storage/
install/
user_privileges/
Smarty/cache/
Smarty/templates_c/
modules/Emails/templates/
modules/
cron/modules/
test/vtlib/
backup/
Smarty/templates/modules/
test/wordtemplatedownload/
test/product/
test/user/
test/contact/
test/logo/
logs/
modules/Webmails/tmp/

Proceed with the next step of installation by visiting index.php from the browser.

Installation Steps Using Source

If Apache (or IIS), MySQL, PHP setup exists on the server, download vtigerCRM 520 and extract to the webserver's Document Root (or public_html) After extracting, it will create a folder named as vtigercrm and copied all the files into that. After this just go to the browser and install the product

If you are using Apache (example:http://localhost:<apacheport>/vtigercrm)
If you are using IIS (example:http://localhost/vtigercrm)

For continuing with Configuration Wizard click here

NOTE:

While using WAMP, keep vtigercrm source directory inside C:\wamp\www. Now start services (MySQL and Apache services) and go through browser to access vtigerCRM.

On IIS

How to Install IIS

please refer to this link for installing the IIS

Install and Configure PHP

Step1: Start by creating a directory into which you will extract the downloaded PHP files (php-5.2.6-Win32.zip). In this example I’m going to use C:\PHP as my installation directory. Then extract the files from php-5.2.6-Win32.zip into C:\PHP

Step2: Next locate the file ‘php.ini-recommended’ in C:\PHP and rename it to ‘php.ini’

Step3: Open the ‘php.ini’ file and find the line which reads extension_dir = “./” and change it to extension_dir = “C:\PHP\ext”. This tells PHP where the various extensions are located and as you can see the default path in the ‘php.ini-recommended’ file which ships with PHP points to the wrong location, so you need to change it.

You also need to add the location of your PHP directory to the server’s PATH environment variable so that Windows knows where to look for any PHP related executable (such as the PHP extension DLL‘s). To do this Right-click on My Computer, click Properties and on the Advanced tab click Environment Variables. In the Environment Variables dialog box, under System variables highlight the Path variable and click Edit.

Step4: Add ‘;C:\PHP’ (be sure to include the semi-colon separator) as shown here and click OK. You need to re-boot the server for this change to take effect.

After this make the necessary changes in php.ini to see the recommended php.ini values click here

Installing MySQL on the Server

Step1: Launch the mysql-5.0.51a-win32 installer file to start the MySql setup wizard.

Step2: Click Next and then choose a custom installation as this will allow us to specify an installation directory of our own choosing. In this example I will be using installing MySQL into the ‘C:\MySQL’ folder.

Step3: On the Custom setup dialog box click Change to specify the preferred installation directory.

Step4: Select the directory you want to use and then click OK to go back to the Custom setup dialog box.

Step5: Click OK. MySQL is now ready to be installed. Click Install to begin the installation.

Step6: At the MySQL.com Sign Up screen click Skip Sign-Up and then click Next.

Step7: On the next dialog box ensure that ‘Configure the MySQL Server now’ tick box is checked and click Finish.

Step8: The Server Instance Configuration Wizard is now launched. Click Next to begin configuring your MySQL server.

Step9: Choose Detailed Configuration and click Next.

Step10: In this example I am installing MySQL on the same machine as my IIS web server so I opt for the Server Machine option. Choose a server type which is appropriate for your requirements and click Next.

Step11: Choose the type of database which best suits your needs and click Next.

Step12: Leave the default setting of the MySQL installation path for the InnoDB Tablespace settings (unless you wish to change it) and click Next.

Step13: Select the appropriate number of concurrent connections you want to allow and click Next.

Step14: Leave the default networking options settings (unless you have reason to change them) and click Next.

Step15: Choose the appropriate character set for your requirements and click Next.

Step16: On the Windows options dialog box ensure that both ‘Install As Windows Service’ and ‘Include Bin Directory in Windows Path’ tick boxes are selected and click Next.

Step17: In the security options dialog box ensure that ‘Modify Security Settings’ is ticked and type in your new root password. Decide whether or not you wish to allow root access from remote machines or create an anonymous account and click Next.