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Vtiger CRM - Installation Guide for Windows OS

From vtiger.com

Contents

[edit] System Requirements

[edit] Installation Prerequisites

[edit] Installing vtiger CRM in Apache

To install vtiger CRM, Apache, MySQL, and PHP are very essential. You can install vtiger CRM according to your software requirements:

Warning: vtiger CRM by default installs PHP even though it is already installed in your machine. If you are already using PHP, as a precautionary measure take a backup of php.ini file.

[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.

To install the complete package of vtiger CRM

  1. Download vtigercrm-4-2-4.exe from :http://www.sourceforge.net/projects/vtigercrm/.
  2. Run the vtigercrm-4-2-4.exe. Installation process starts within a few seconds.
  3. In the Welcome to the InstallShield Wizard for vtiger CRM dialog, click the Next button.
  4. In the vtiger CRM Software License Agreement dialog, read the license agreement and click the Yes button if you accept the license agreement.
  5. Follow the steps given below to install Apache Web server bundled with vtiger CRM:
    • 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.

      Note:       If you are not sure, you can use the default port number "80".
    • In the Apache Service Option dialog, select the Start the apache as a service check box to automatically start the vtiger CRM as a service during startup.
  6. Follow the steps given below to install MySQL bundled with vtiger CRM:
    • 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.
         
        Note: 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\vtigerCRM4_2 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 4.2.4 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 the vtiger CRM software installation, <Apache Home>/conf/httpd.conf and %SystemRoot%/php.ini files will be modified. Also a backup copy of these files will be taken. Please proceed further if you accept these changes.
  10. In the Installation Wizard Complete dialog, select the Yes I want to start the server option if you want to start the 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 the vtiger CRM server.

[edit] Installing vtiger CRM without Apache and MySQL

Use the existing Apache and MySQL if already installed in your machine provided these versions are compatible with vtiger CRM.

To install the partial package of vtiger CRM

  1. Download vtigercrm-4-2-4.exe from http://www.sourceforge.net/projects/vtigercrm/.
  2. Run the vtigercrm-4-2-4.exe. Installation process starts within a few seconds.
  3. In the Welcome to the InstallShield Wizard for vtiger CRM dialog, click the Next button.
  4. In the vtiger CRM Software License Agreement dialog, read the license agreement and click the Yes button, if you accept the license agreement.
  5. Follow the steps given below to use the existing Apache Web server:
    • In the Install Apache Options dialog, select the Use Installed Apache option and click the Next button.
    • In the Apache Web Server Home Selection, browse the directory where the Apache is installed. (Note: If you give wrong directory, installation will not proceed further)
    • The Apache configuration file httpd.conf present under the <Apache Home>/conf directory, will be modified during vtiger CRM installation. Click Yes if you accept the “This selection will take backup and modify the httpd.conf file of the Apache installed in your machine. Do you want to continue?” message.
    • In the Apache Web Server Home Selection dialog, click the Next button.   
  6. Follow the steps given below to use the existing MySQL:
    • 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.

      Note:       If you give a wrong directory, installation will not proceed further.
    • 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.

        Note: 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 the 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 the 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.

[edit] Installing vtiger CRM Source

If you have already installed Apache, MySQL, and PHP you may install vtiger CRM source alone.

To install the vtiger CRM Source

  1. Download vtigercrm-4.2.4.tar.gz from http://www.sourceforge.net/projects/vtigercrm/.
  2. Extract the vtigercrm-4.2.4.tar.gz file into Apache root directory (For example, C:\Program Files\Apache Group\Apache2\htdocs)
  3. Set up the vtiger CRM database as given below:
  4. Start the MySQL database and create a database for vtiger CRM. The default database name is vtigercrm4. If you want to use different database then modify the 2setConfig.php file present under <vtiger CRM Home>/install/ directory as given below in all the places.

    $db_name = 'vtigercrm4_2'; to
    $db_name = '<your database name>';

    In the connection.php file present under <vtiger CRM Home> directory, enter 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';
  5. 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] Installing vtiger CRM in Microsoft IIS

The vtiger CRM source ZIP can be installed in Microsoft IIS. You must have already installed the Microsoft IIS 5 or above, MySQL, and PHP before installing vtiger CRM.

[edit] Installation Prerequisites

[edit] Configuring PHP in IIS

Download the Windows binary for the latest version of PHP (vtiger CRM supports PHP version 4.3.x.) . Once you have downloaded it, unzip it to a C:\ and rename the folder to "php". Copy the PHP.INI-DIST file from the C:\php folder and save it as php.ini under c:\windows. Modify the following line in php.ini file: 

;cgi.force_redirect = 1

Uncomment 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

Make sure you use the php.ini-dist version - DO NOT USE THE php.ini-recommended version!

Edit the line extension_dir line to correctly identify the location of the extensions. 

extension_dir = "c:\php\extensions"

Locate the following line and remve the comment: 

extension=php_gd2.dll

Now restart the IIS.

Useful Information

Please refer to the following Web sites for more information on configuring PHP in IIS:

Note: All directories under vtiger CRM should have READ access permission. Otherwise some of the images/files can not be executed. The cache directory must have write access for the IUSR account on windows or the graphs will not display properly.

If you experience some PHP Notices and Warning messages modify the php.ini file as given below: 

;error_reporting  =  E_ALL
allow_call_time_pass_reference = on

[edit] Installation Procedure

[edit] Download the Files

[edit] Setting up vtiger CRM database

Before setting up vtiger CRM, you have to create vtigercrm4 database manually.

1. Start the MySQL database and create vtigercrm4_2 database. Add a MySQL user with full access to the database you just created. REMEMBER THE USERNAME AND PASSWORD YOU CREATED!

2. The default database name is vtigercrm4_2. If you want to use different database then modify the 2setConfig.php file present under <vtiger CRM Home>/install/ directory as given below in all the places.

Modify, 

$db_name = 'vtigercrm4_2';

to 

$db_name = '<your database name>';

Under the IIS6 you must also modify the following line in config.php file present under <vtiger CRM Home> directory and 2setConfig.php file present under <vtiger CRM Home>/install directory: 

$H_NAME=gethostbyaddr($_SERVER['SERVER_ADDR']);

with, 

$H_NAME=gethostbyaddr('IP-address-of-your-MySQL-server');

Note:Make sure you use an 'a.b.c.d' format for the IP address. The server_addr parameter is not supported under IIS6.

3. In connection.php file present under <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';

After running the install.php present under <vtiger Home> directory (Refer to <a href="#vtigerCRM_configuring_server">6. Configuring the vtiger CRM Server for more details) if you get any errors you may need to modify the config.php file present under <vtiger CRM Home> directory to add the following line: 

$dbconfig['log_sql'] =; //single quotes

You may also need to edit the php.ini file (usually located in %WINDIR%, which is typically in \WINDOWS on XP and Windows2003 or \WINNT on Windows2000) to make sure that the following are set: 

register_globals = On
max_execution_time = 300
max_input_time = 120
memory_limit = 16M

Remember to restart the IIS server (href="http://support.microsoft.com/default.aspx?scid=kb;en-us;202013>Internet Information Services 5.0 Command-Line Syntax for Iisreset.exe, works for IIS6 too) after any change to php.ini.

[edit] Starting and Stopping the vtiger CRM Server

The vtiger CRM can be started or stopped according to the type of distribution used.

To start the vtiger CRM Server

To stop vtiger CRM Server

[edit] Configuring the vtiger CRM Server

After installing the vtiger CRM, you must configure the vtiger CRM server with details such as database, site details and create database.

To configure 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”. You cannot change the user name after installation.
      • admin password (mandatory) – By default, the password is set as “admin”. You can change the 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 the Password field, enter the admin password you have set during installation process. Once you logged in successfully, your vtiger CRM launches as given below:

[edit] Starting the vtiger CRM in Web Browser

[edit] Troubleshooting Tips

1. I am unable to complete the initial configuration process and the following error message is displayed in Web browser:

Warning: mysql_connect(): Host <'Server Name'> is not allowed to connect to this MySQL server in C:\Program Files\vtigerCRM\apache\htdocs\vtigerCRM\database\DatabaseConnection.php on line 42

Could not connect to server <Server Name>:<port no> as vtigercrm.Host <'Server Name'> is not allowed to connect to this MySQL server

Solution: This error message is displayed when you have not uninstalled the older version of vtiger CRM fully. Follow the procedure given below to overcome this issue:

1.Stop the vtiger CRM server from Start --> Program Files --> vtiger CRM --> Stop vtiger CRM.

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 the vtiger CRM server from Start --> Program Files -->vtiger CRM -->Start vtiger CRM.

2. After completing the installation I am not sure, how to start the vtiger CRM.

If you are using bundled Apache and MySQL with the vtiger CRM

Start the vtiger CRM server from Start--> Program Files--> vtiger CRM --> Start vtiger CRM. After a few seconds, start the 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

[edit] Known Issues

If you select Start --> Program Files >--> vtiger CRM --> start vtiger CRM. First you have to start Apache manually then use Start --> Program Files --> vtiger CRM --> start vtiger CRM to start the vtiger CRM.

If you select to use the existing Apache and (or) MySQL options during installation, stopping the vtiger CRM using Start -->Program Files --> vtiger CRM -->stop vtiger CRM will not work. You have to stop Apache and MySQL manually.

Note: vtiger CRM does not stop the Apache and MySQL as you may be also using Apache and MySQL software for some other applications.

While uninstalling the vtiger CRM, some of the files are not deleted. You have to delete those files manually.

If the user-specific Apache is selected and PHP is already associated with the existing Apache (conf/httpd.conf), bundled PHP cannot be associated with the existing Apache. To overcome this issue, you have to install another instance of Apache and associate the bundled PHP with this instance.

In case of user Apache, if the entry "ScriptAlias /cgi-bin/ <cgi-bin directory path>” is not present in <Apache Home>/conf/httpd.conf then the httpd.conf file will not be updated to associate PHP with Apache. The user has to manually edit the httpd.conf file.

If you create a new role with space in the name (for example, Sales User), then you will have issues allocating permissions.

You cannot change the user’s role once specific role is assigned to the user.

If you are migrating from older version (v2.1, v3.0, v3.2, or v4.0, v4.2 beta) to vtiger CRM 4.2.4, immediately after logging in as “admin” user, assign roles to all the other users. Otherwise users cannot be able to log in and “UserInfoUtil at line 10” error message is displayed in browser.

[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 Thunderbird/Mozilla Extension are browser-side software and work only with Microsoft Outlook, Microsoft Office, and Thunderbird/Mozilla respectively.

[edit] Customer Support

Please post your valuable comments, feature requests, and issues in vtiger CRM Discussions (http://www.vtiger.com/discussions/) so that we can provide technical support for you.

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

This page has been accessed 3,146 times. This page was last modified 15:26, 1 October 2006.


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