Vtiger CRM 5.0.3 - Installation Manual for Centos 5
From vtiger.com
Contributed by: Nigel_r
[edit] Installing CentOS
To do this we will need the six CD CentOS 5.0 set (or the DVD!). This can be downloaded from any of the mirror sites listed at http://www.centos.org/modules/tinycontent/index.php?id=13
- At the splash screen boot: prompt on the first disk type “linux text” to install in text mode
Tab and enter to skip the disk test. OK to the welcome screen. At “Language Selection” Choose your language At “Keyboard Selection” Choose your keyboard layout
The next screen will vary according to what has been installed on your hard disk previously: If you have previously had Centos 5 on the system select “Reinstall System” Other operating systems amd partitions will give different messages, so select the option which deletes your existing partition.
- At “Partitioning Type” Choose “Remove all partitions on selected drives and create default layout” Leave the default drive selected and press “OK”
- At the “Warning” screen select “Yes”
- At “Review Partition Layout” select “No” as we do not need to make any changes.
On the “Network Configuration for eth0” Deselect “Use dynamic IP configuration (DHCP)” Select “Enable IPv4 support” Deselect “Enable IPv6 support” Select “Activate on boot”
In the “IPv4:Address” field input your local IP address (e.g. 192.168.0.10)
In the “Prefix (Netmask)” field input your local subnet mask (e.g. 255.255.255.0).
- At “Miscellaneous Network Settings” page
In the “Gateway” field input your routers IP address (e.g. 192.168.0.1)
In the “Primary DNS” input your either your routers IP address (e.g. 192.168.0.1), or the address of a DNS server on your LAN, or your ISP’s DNS server address, depending on your LAN configuration. (If you are not sure then the chances are that you would put your router IP in this field). If you used your ISP’s DNS In the “Primary DNS” field then you may wish to put the ISP’s secondary DNS in the “Secondary DNS” field, otherwise leave this blank.
- At “Hostname Configuration” select “manually” and enter the name of the server.
If the server is to be seen on the internet, this would take the form of servername.domain.tld (e.g. vtiger.mydomain.com), if the server is just to be seen on the LAN the format would possibly be servername.domain.local (e.g. vtiger.mydomain.local) .
- At “Time Zone Selection”
Select “System Clock uses UTC” Scroll down to your time zone and hit “OK”
- At “Root Password” enter and confirm the main system (root) password you wish to use.
- At “Package Selection” deselect all items from the list and select “Customize software selection”
At “Package Group Selection” deselect all items from the list then select the following:
“Administration Tools”
“Development Tools”
“Editors” “System Tools”
“Web Server”
Press “OK” – the system will now run a “Dependency Check”
- At “Installation to begin” press “OK”
- At “Required Install Media” press “Continue”
Ether sit back and relax, if you are lucky enough to be installing from DVD, or change the CDs when requested.
- At “Complete” press “Reboot”
Whilst CentOS is installing it is worth downloading and installing a ssh client onto your workstation – I can recommend Putty which can be found here: http://www.chiark.greenend.org.uk/~sgtatham/putty/download.htmlOpening a shh session from a workstation will allow commands to be cut and pasted directly from this document – great for lazy typists like me!! The first time you connect to your server using Putty you will get a warning about the RSA key – click OK to connect to your server.
[edit] Running CentOS for the First Time
As CentOS boots you will presented with the “Setup Agent” screen.
- Select “Firewall Configuration” and press “Run Tool”.
- At “Firewall Configuration” select “Disabled”, and for “SELinux” select “Disabled”.
You are then taken back to the “Setup Agent” screen, where you can press “Quit” You will now see a login prompt, where you can either login on the console, or, better still, you can connect to the host from your workstation using the ssh client, which will allow you to copy and paste commands from this document directly to your CentOS host.
[edit] Review hosts file
[edit] Installing MySQL, PHP and dependencies required for vtiger
So far we have installed CentOS and Apache, next we need to add the other components for vtiger.
- At the prompt type or paste the following, all as one command, pressing return at the end:
yum -y install libpng-devel libjpeg-devel freetype-devel xorg-x11 php-gd mysql-server mysql php-mysql php-mbstring php-imap
This, in one line, will download and install the 10 required packages and their dependencies - 19 packages in all, around 20MB.
- Next we need to update the packages to versions which are compatible with vtiger (the imap and gd packages shipped are too earlier version) – again using yum
This will download and install about 100MB of updates, so is best done at the console rather than through a ssh client.
yum -y update
- Next we need to configure the system to run Apache and MySQL at startup. To do this we will use the setup utility.
Type setup
Note: I am installing Centos 5 on a Proliant DL380 G3 server, and the setuptool wasn't present when I get to this step.. Don't ask me why! I just wanted to give the command line to install the setup package if somebody have the same problem: rpm -i http://mirror.centos.org/centos/5/os/i386/CentOS/setuptool-1.19.2-1.el5.centos.i386.rpm . Ignore this commnd line if you get the setup tool when you type setup.
- At “Choose a Tool” select “System Services” then “Run Tool” scroll down to “httpd” and press spacebar to select then scroll down to “mysqld” and press spacebar to select also.
- Press “OK” then “Quit”
- Next we’ll reboot and check that Apache is running:
- Type reboot
From your workstation start your web browser and navigate to your host’s webpage (e.g. http://192.168.1.10/ )
You should see the Apache 2 test page displayed.
[edit] Checking php.ini file for vtiger recommended settings
During installation vtiger strongly suggest that you check some values in your php.ini file, so we’ll do that first. In order to see line numbers to aid navigation we’ll use vim.
vim /etc/php.ini
scroll down and review the following lines:
line 141 short_open_tag = On *
line 159 output_buffering = On
line 221 allow_call_time_pass_reference = On
line 226 safe_mode = Off *
line 312 max_execution_time = 600
line 314 memory_limit = 64M
line 360 error_reporting = E_ALL & ~E_NOTICE
line 367 display_errors = On
line 377 log_errors = Off
line 457 register_globals = Off *
line 576 file_uploads = On *
Additionally, if you are going to migrate data from an existing MySQL dump file, you will need to change lines 477 and 582
line 477 post_max_size = 20M
line 582 upload_max_filesize = 20M
These lines should have a file size greater than your MySQL dump file size.
The lines marked * shouldn’t need changing but it doesn’t do any harm to check! In Vim press “I” to enter insert mode, once changes have been made press “Esc” to leave insert mode To save file and quit type “:wq”. To quit without saving type “:q!”.
Finally we'll restart the Apache webserver service so that the new settings are read:
service httpd restart
This completes the LAMP installation with all of vtiger's dependencies. Next we'll download and install vtiger.
[edit] Installing vtiger
In order to install vtiger we are going to navigate to /var/www directory and use wget to download vtiger directly from sourceforge. Then we will extract the file, delete the existing html directory and replace it with the vtigercrm directory. Once this is done we will use chown and chgrp to change ownership back to root. Finally we will delete the downloaded file.
cd /var/www
wget http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.3.tar.gz
tar -xvf vtigercrm-5.0.3.tar.gz
rm -rf html
mv ./vtigercrm ./html
chgrp -R root html
chown -R root html
rm vtigercrm-5.0.3.tar.gz
- Next we will set the file and directory permissions using chmod.
First we change to the html folder:
cd /var/www/html
- Next we can set the file and folder access rights all at once using a single line command: Great if you are cutting and pasting from this! )
chmod 777 config.inc.php cache cache/images storage install install.php tabdata.php parent_tabdata.php user_privileges Smarty/cache Smarty/templates_c modules/Emails/templates test/wordtemplatedownload test/product test/user test/contact test/logo logs modules/Webmails/tmp
[edit] Configuring a MySQL database for vtiger
- First we need to set a password in MySQL for the root user – in this example I have used mypassword as and example – substitute your own password here!
mysqladmin -u root password 'mypassword'
Next we need to create the MySQL database:
mysqladmin create vtigercrm503 -p
Next we log into the MySQL monitor:
mysql -u root -p
- Enter the your password (e.g. mypassword) - you will now see a mysql> prompt
Now enter the following ( again substitute your own password)
GRANT ALL PRIVILEGES ON vtigercrm503.* TO 'root'@'%' IDENTIFIED BY 'mypassword';
The MySQL monitor should respond with “Query OK, 0 rows affected”
- Type \q to quit
[edit] Running the vtiger Configuration Wizard
From your workstation start your web browser and navigate to your host’s webpage (e.g. http://192.168.1.10/ )
You should see the vtiger Configuration Wizard page displayed.
- Click “Start”
The wizard progresses to the “Installation Check” page. Here all components and access rights should appear in green as we have previously configured this.
- Click “Next”
The wizard progresses to the “System Configuration” page.
- Fill in the on-line form as below:
[edit] Database Configuration
Database Type * MySQL
Host Name * localhost (important - if you use the hostname here and DNS is not correctly configured on the workstation, the vtiger installation will not find the MySQL database and the installation will not proceed. Much safer to use localhost!!)
User Name * root
Password (root password you entered during the CentOS installation)
Database Name * vtigercrm503
Root Username * root
Root Password MySQL password (e.g. mypassword)
- Uncheck the Create Database(will drop the database if exists) box
[edit] Site Configuration
URL * http:// vtiger.mydomain.com
Path * /var/www/html/
Path to Cache Directory * (must be writable) /var/www/html/ cache/
[edit] Admin Configuration
User name admin
Password* admin
Email* me@mydomain.com
[edit] Currency Configuration
Name* e.g. Pounds
Symbol* e.g. £
Code* e.g. GBP
(The code here relates to the ISO 4217 Currency Code if, like me you didn’t know that there was such a thing, or what your ISO code is, you can find it here: http://www.xe.com/iso4217.php)
[edit] Optional Installation Components
[edit] phpMyAdmin
[edit] PhpInfo
phpInfo gives a handy output of installed options,versions and cofig of your LAMP server
Save the file.
phpInfo can be viewed by browsing to http://vtiger.yourdomain.com/phpInfo.
[edit] Webmin
First we need to install webmin' dependancy packages:
yum -y install perl-Net-SSLeay
Next we can download and install webmin:
cd /usr/src
wget http://downloads.sourceforge.net/webadmin/webmin-1.350-1.noarch.rpm
rpm -Uvh webmin-1.350-1.noarch.rpm
Login to Webmin at https://vtiger.yourdomain.com:10000
[edit] EAccelerator
Because you're worth it and because it's never quick enough!
http://www.howtoforge.com/eaccelerator_php5_centos5.0
[edit] Where to go from here
Fix reporting issue - see:http://forums.vtiger.com/viewtopic.php?t=14884
From your workstation login as "admin" with the password "admin"
The first task to preform is to change the admin user password!
An excellent set of user and administration manuals for vtiger can be found here: http://www.vtiger-deutschland.de/vtiger50-en.html