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Vtiger CRM - Installation Guide for Linux OS

From vtiger.com

Contents

[edit] System Requirements

[edit] Linux Dependency Packages

Disclaimer: This document is for informational purposes only and is provided "AS IS", without any express or implied warranties. Use of this document or any information contained therein is at your own risk.

Red Hat 7.2/8.0/9.0 Debian 3.0(woody) SuSe 9.0 Mandrake 10.0 Fedora Core 3.0 Mac OS X 10.3
libpng xlibs bison libxfree86-dev  libpng freetype2
libpng-devel xlibs-dev flex libjpeg libpng-devel expat
libjpeg libgd2 libpng freetype libjpeg jpegsrc
libjpeg-devel libfreetype6 zlib libfreetype libjpeg-devel libpng
freetype libfreetype6-dev xpm libpng freetype zlib
freetype-devel   jpegsrc zlib freetype-devel imap-2004d
zlib zlib freetype2-devel Xfree86 zlib-devel  
Xfree86-devel libpng XFree86-devel libxfree86 xorg-x11  
 openssl jpeg-6b  openssl  openssl xorg-x11-devel  
 openssl-devel  /usr/lib/libjpeg.so.62.0.0 or  /usr/lib/libjpeg.so  openssl-devel  openssl-devel openssl  
 krb5-devel ( for kerberos support) /usr/lib/libjpeg.so.62.0.0 or  /usr/lib/libjpeg.so.62  heimdal-devel  krb5-devel openssl-devel  
imap-2004d /usr/lib/libpng12.so.0 or    /usr/lib/libpng12.so imap-2004d imap-2004d krb5-devel  
  unzip 
    imap-2004d  

openssl




libssl-dev




libkrb5-dev



  imap-2004d        

[edit] Installation Prerequisites

[edit] Installing vtiger CRM

To work with vtiger CRM, you must have Apache, MySQL, and PHP installed in you machine. You can install vtiger CRM according to your software requirements:

[edit] Installing Combined vtiger CRM, Apache, and MySQL

For the convenience of first time users, vtiger CRM is bundled with compatible versions of Apache, MySQL, and PHP.

Follow the procedure given below to install the complete package of vtiger CRM:

  1. Download vtigercrm-4-2-4.bin from the following URL:

    http://www.sourceforge.net/projects/vtigercrm/
  2. Log in as a root user.
  3. Grant execute permission to run the vtigercrm-4-2-4.bin file:

    #chmod 777 vtigercrm-4-2-4.bin
  4. Run the vtigercrm-4-2-4.bin file as given below:

    #./vtigercrm-4-2-4.bin
    Please read the license agreement and enter Y to start the installation process or N to abort the installation.
  5. To install the Apache follow the procedure given below:
    • Press Y key to install the Apache when the following message is displayed:

      Do you want to install Apache 2.0.50 that is bundled with vtiger CRM.
    • Specify the absolute path for installing the Apache when the following message is displayed:

      Specify the absolute path for installing vtiger CRM (For example /home/vtiger) and then press ENTER</br>
    • Press Y key to create a new directory if it does not exist, when the following message is displayed:

      Please type yes (y) or no (n): /home/<vtiger CRM directory > directory does not exist. Create it now?
    • Specify the Apache port number when the following message is displayed:

      Specify the port where you wish to start Apache: Port Number
  6. To install the MySQL follow the procedure given below:
    • Press Y key to install the MySQL when the following message is displayed:

      Do you want to install the MySQL 4.0.20 that is bundled with vtiger CRM?
    • Specify the MySQL port number, user name, and password. If the port you have specified is free, installation process will continue otherwise specify a different port.
  7. Installation details, such as Apache, MySQL, PHP, and GD library are displayed. Press C to continue or Q to abort the installation. Installation process takes approximately 5 to 8 minutes.
  8. Press Y to start the vtiger CRM server immediately when the following message is displayed:

    Do you want to start the vtigerCRM server?

    Otherwise, you can start the server by running the startvTiger.sh file present under the <vtiger CRM Home>/bin directory.

[edit] Installing vtiger CRM without Apache and MySQL

If you have already installed Apache (version 2.0.44 through 2.0.50) and MySQL 4.0.X and above in your machine, follow the steps given below:

  1. Download vtiger_CRM_4_2.bin from the following URL:

    <a href="http://www.sourceforge.net/projects/vtigercrm/">http://www.sourceforge.net/projects/vtigercrm/.
  2. Log in as a root user into the system.
  3. Grant execute permission to run the vtigercrm-4-2-4.bin file:

    #chmod 777 vtigercrm-4-2-4.bin
  4. Run the vtigercrm-4-2-4.bin file as given below:

    #./vtigercrm-4-2-4.bin

    Please read the license agreement and enter Y to start the installation process or N to abort the installation.
  5. Follow the steps given below to use the existing Apache:
    • Type “n” to use the existing Apache, when you get the following message:

      Do you want to install Apache, 2.0.50 that is bundled with vtiger CRM ? Yes(y)/No(n):
    • Type “y” to continue to use the existing Apache when you get the following message:

      Do you want to continue Yes(Y)/No(N): <Enter y if you are sure>
    • Enter the location of the Apache directory:

      Specify the location of Apache in your system (For example /etc/httpd):

      If you are not providing the correct path, following message is displayed:
      Kindly provide the location for httpd file in your system (example: /usr/sbin):

      Note: If the specified path or Apache version is not compatible, system prompts to install the bundled Apache.
    • Enter the port where you wish to start the Apache, when the following message is displayed:

      Specify the port where you wish to start the Apache:

      Note: If some other application is running in the specified port, you can chose a different port by typing N or close the application by typing C.
  6. Follow the steps given below to use the existing MySQL:
    • Type “n” to use the existing Apache, when you get the following message:

      Do you want to Install the MySQL 4_0_20 that is bundled with vtigerCRM ? Yes(Y)/No(N):
    • Enter the MySQL directory, when the following message is displayed:

      Enter the absolute path of MySQL installed in your system:
    • Enter the MySQL connection parameters, such as Port number, User name, Password, and MySQL socket file location.

      Note: If you enter wrong details, following message is displayed:

      Either some other application is running on the port specified or there might be some errors in the connection parameters. Kindly start the specified mysql server and press C to continue with installation, press Y to re-enter the connection parameters, N to install the bundled MySQL or Q to quit: y
      Kindly re-enter the mysql connection parameters
  7. If you have provided correct details in Step 1 through 6, all your input details are displayed. Read the details and type C to continue or Q to abort the installation.
  8. Installation process takes approximately 10 minutes. Please ignore the messages displayed in console during installation.
  9. Once installation is successfully completed, the following message is displayed:
    ************************ INFO ****************************
    Product Successfully installed
    Kindly use the link http://<hostname>/vtiger/install.php through your browser to start using the product
    **********************************************************
    Copy the URL displayed in the console to the Web browser and configure the vtiger CRM server.
  10. Start your existing Apache and complete the vtiger CRM configuration.

[edit] Installing only vtiger CRM

If you have already installed Apache, MySQL, PHP, and all other necessary dependency packages, you can install vtiger CRM source only. Before installing the vtiger CRM ensure that following files/directories are having Read/Write permissions:

Installation Procedure
  1. Download vtigercrm-4-2-4.tar.gz from the following URL:

    http://www.sourceforge.net/projects/vtigercrm/.
  2. Extract the vtigercrm-4-2-4.tar.gz file into Apache root directory.
  3. Start the MySQL database and create a database for vtige CRM. The default database name is vtigercrm4. If you want to use different database then modify the 2setConfig.php file present under the <vtiger CRM Home>/install/ directory as given below in all the places.
    $db_name = 'vtigercrm4_2_4'; to
    $db_name = '<your database name>';

    In the connection.php file present under the <vtiger CRM Home> directory, populate the values for the following variables:

    $mysql_username
    $mysql_password
    $mysql_port
    $apache_port

    Example:
    $mysql_username = 'root';
    $mysql_password = 'public';
    $mysql_port = '3306';
    $apache_port = '0.0.0.0:80';
  4. Start Web Browser and follow the procedure given in the "Configuring vtiger CRM Server" section for completing the vtiger CRM installation.

    Note: You must increase the value for max_execution_time in php.ini file as it takes about 300 seconds to execute the vtiger CRM installation script. By default the value is set as 30 seconds.

[edit] Starting and Stopping vtiger CRM

To start the vtiger CRM server, run the following command from the <vtiger Home>/bin directory:
#sh startvtiger.sh

To stop the vtiger CRM server, run the following command from the <vtiger Home>/bin directory:
#sh stopvtiger.shNote: The start and stop scripts are not bundled with vtigercrm-4-2-4.tar.gz. Hence you have to start MySQL and Apache manually and then configure the vtiger CRM server.

[edit] Configuring vtiger CRM Server

  1. Start the Web Browser and enter <localhost>/vtiger/index.php in location bar.
  2. In the Registration page, complete the product registration (optional). Click the Next button.
  3. In the System Check page, PHP, MySQL database, config.php, directories that have read/write permissions, and GD graphics library version status are displayed. Click the Next button.

    Note: Please ensure that all the directories have the read/write permission; otherwise, you cannot work with features that require file upload and download.
  4. In the Database Configuration page, enter the appropriate values for Database and Site Configuration sections.
    • Database Configuration
      • Host Name (mandatory) – By default, Host Name is set as <Machine Name>:<port number>. Please do not change the port number as it is added during installation.
      • MySQL User Name (mandatory)– vtiger (Non-editable).
      • MySQL Password (optional)– currently Non-editable.
      • MySQL Database Name (mandatory)– vtiger (Non-editable).
    • Site Configuration
      • URL (mandatory) – Enter the host name. By default, it is http://<machine name>.
      • path (mandatory) – By default, this is the path where vtiger CRM is installed.
      • Path to Cache Directory (must be writable) - By default, this is cache/. This folder is used to store the files, such as attachments, and import/export- related files temporarily.
    • Admin Configuration
      • username – 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 the vtiger CRM.
      • email address – Enter the administrator’s E-mail address.
  5. In the Confirm System Configuration 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 Create button.
  6. In the Create Config File page, click the Next button.
  7. In the Create Database Tables page, the created database tables are displayed. Click the Finish button to complete the installation process.
  8. 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 logged in successfully, vtiger CRM interface is displayed in your Web browser.

[edit] Troubleshooting Tips

The “Forbidden” message is displayed in Web browser while starting vtiger CRM through Web browser:

Edit the httpd.conf file present in the <vtiger_CRM _home>/installs/apache/conf directory and make the following changes:

old <Directory /> new <Directory /home/<user>

Grant permission to execute the httpd.conf file:#chmod -R 777 /home/<user>

Restart the Apache server from the Apache installation directory:

#./bin/httpd -d . -f ./conf/httpd.conf -k stop
#./bin/httpd -d . -f ./conf/httpd.conf -k start

[edit] Known Issues

[edit] Related Documents

You can refer to the following documents to use the vtiger Outlook Plug-in software with vtiger CRM:

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 E-mail clients respectively.

Retrieved from "http://wiki.vtiger.com/index.php/Vtiger_CRM_-_Installation_Guide_for_Linux_OS"

This page has been accessed 3,993 times. This page was last modified 17:04, 1 October 2006.


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