Main Page | About | Help | FAQ | Special pages | Log in
	Printable version | Disclaimers | Privacy policy

Vtiger CRM 5.0.3 - Installation Manual for Linux

From vtiger.com

Contents 1 System Requirements 2 How do I choose right distribution 3 Linux Dependency Packages 3.1 Mandriva 2007.1 4 Installation Prerequisites 5 Installing vtiger CRM 5.1 Installing Complete Package 5.2 Installing without Apache and MySQL 5.3 Installing vtiger CRM Source 6 Starting & Stopping vtiger CRM 7 Upgrading vtiger CRM 8 Configuring vtiger CRM Server 9 Configuring Notification Scheduler 10 Troubleshooting Tips 11 Known Issues 12 Installing vtiger on PHP 5.2.x 13 Related Documents 14 Customer Support

[edit] System Requirements

• Hardware: x486 and above with 512 MB RAM or higher with minimum 250 MB disk space.
• Operating System: RedHat Linux 7.2/8.0/9.0, SuSe 9.0, Debian 3.0, Mandrake 10.0, or Fedora Core 3.
• Web Server: Apache 2.0.40 and above.
• Database: MySQL version 4.1.x through 5.1.x.
• PHP: 5.0.x through 5.1.x. (Note that a patch for v5.2.x is available)
• Web Browser: Firefox 1.5.x and above or Opera 7.21 and above.

[edit] How do I choose right distribution

vtiger CRM software is available in both executable and source formats. You can choose the right distribution according to your experience with LAMP/WAMP based applications.

Recommended vtiger CRM Distributions

Type of User	Type of Distribution
I am new to Web-based software – Beginners	vtigercrm-5.0.3.bin
I have hands-on experience with Apache and MySQL, but not familiar with PHP – Intermediate Users	vtigercrm-5.0.3.bin
I have hands-on experience with MySQL and PHP based applications – Advanced PHP Users/Developers/Hosting Service Providers	vtigercrm-5.0.3.tar.gz

[edit] Linux Dependency Packages

Disclaimer: This chapter is for informational purposes only and is provided "AS IS", without any express or implied warranties.

Red Hat	Debian	SuSe	Mandrake	Fedora	Mac OS
libpng	Xlibs	Bison-1.35.tar.gz	libxfree86-dev	libpng	freetype2
libpng-devel	xlibs-dev	flex-2.5.4a.tar.gz	libjpeg	libpng-devel	expat
libjpeg	libgd2	libpng-1.2.5.tar.gz	freetype	libjpeg	jpegsrc
libjpeg-devel	libfreetype6	lib-1.2.1.tar.gz	libfreetype	libjpeg-devel	libpng
freetype	libfreetype6-dev	pm-3.4g.tar.gz	libpng	freetype	zlib
freetype-devel		jpegsrc.v6b.tar.gz	zlib	freetype-devel	imap-2004d
zlib	zlib-1.2.1	freetype2-devel-2.1.7-53.i586.rpm	xfree86	zlib-devel
Xfree86-dev	Libpng-1.2.5	xFree86-devel-4.3.99.902-40.i586.rpm	libxfree86	xorg-x11
openssl	jpeg-6b	openssl	openssl	xorg-x11-dev
openssl-devel	/usr/lib/libjpeg.so.62.0.0 or /usr/lib/libjpeg.so	openssl-devel	openssl-devel	openssl-devel
krb5-devel	/usr/lib/libjpeg.so.62.0.0 or   /usr/lib/libjpeg.so.62	heimdal-devel	krb5-devel	krb5-devel
imap-2004d	/usr/local/lib/libpng12.so.0 or    /usr/local/lib/libpng12.so	Imap-2004d	imap-2004d	imap-2004d
	/usr/local/lib/libpng12.so.0
	Unzip
	openssl
	libssl-dev
	libkrb5-dev
	imap-2004d

[edit] Mandriva 2007.1

• libjpeg
• freetype
• libfreetype6 (in PLF repository)
• libpng3
• zlib1
• openssl
• libopenssl0.9.8-devel
• imap2006
• php packages
• php-adodb
• php-imap

[edit] Installation Prerequisites

• Please ensure that you have administrator privileges on the system. If you are installing without administrator privilege, vtiger CRM software will not be installed properly.
• Before installing vtiger CRM 5 software, stop the Apache and MySQL services.
• vtiger CRM 5 software is compatible with Apache 2.0.40 and above, MySQL 4.1.x through 5.1.x and PHP 5.0.x through 5.1.x. (Note that a patch for v5.2.x is available) If these software are already installed in your system, you can use the same. Otherwise use the Apache and MySQL bundled with vtiger CRM software.
• 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

[edit] Installing vtiger CRM

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

Install vtiger CRM complete package – vtigercrm-5.0.3.bin.

Note: Use this package if you have not installed Apache, MySQL, and PHP packages in your system.

Install vtiger CRM with bundled PHP – vtigercrm-5.0.3.bin

Note: This package is same as above except that you may not install Apache and MySQL. Please note that PHP package will be installed even though it is available in your system. Use this package if you have already installed Apache and MySQL, packages in your system.

Install only vtiger CRM source – vtigercrm-5-0-3.tar.gz.

Note: Use this package if you have already installed Apache, MySQL, and PHP in your system.

[edit] Installing Complete Package

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-5.0.3.bin from the Sourceforge.net.

2.Log in as a root user.

3.Grant execute permission to run the vtigercrm-5.0.3.bin file:

#chmod 777 vtigercrm-5.0.3.bin

4.      Run the vtigercrm-5.0.3.bin file as given below:

#./vtigercrm-5.0.3.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:

                                           I.      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.

                                        II.      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

                                     III.      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?

                                       IV.      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:

                                           I.      Press Y key to install the MySQL when the following message is displayed:

Do you want to install MySQL 5.0.19 that is bundled with vtiger CRM?

                                         II.      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 minutes.

8.Press Y to start vtiger CRM server immediately when the following message is displayed:

Do you want to start vtiger CRM server?

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

[edit] Installing without Apache and MySQL

If you have already installed Apache version 2.0.40 and MySQL 4.1.x and above in your system, follow the steps given below:

1.Download vtigercrm-5.0.3.bin from the Sourceforge.net.

2.Log in as a root user into the system.

3.     Grant execute permission to run the vtigercrm-5.0.3.bin file:

#chmod 777 vtigercrm-5.0.3.bin

4.Run the vtigercrm-5.0.0.bin file as given below:

#./vtigercrm-5.0.3.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:

                                            i.            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):

                                           ii.            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>

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): <p> 

Note: If the specified path or Apache version is not compatible, system prompts to install the bundled Apache.

                                        iv.            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:

                                            i.            Type “n” to use the existing Apache, when you get the following message:

Do you want to install the MySQL 5_1_19 that is bundled with vtiger CRM? Yes(Y)/No(N):

                                           ii.            Enter the MySQL directory, when the following message is displayed:

Enter the absolute path of MySQL installed in your system:

                                         iii.            Enter the MySQL connection parameters, such as Port number, User name, Password, and MySQL socket file location. 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 5 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 vtiger CRM server.

10.  Start your existing Apache and complete vtiger CRM configuration. 

[edit] Installing vtiger CRM Source

If you are already using WAMP environment for other PHP based applications, you can very well use the same setup for vtiger CRM installation, provided your setup meets the vtiger CRM requirements.

IMPORTANT NOTE vtiger CRM Source installation is only for the Advanced Users, Developers, and Hosting Providers. Beginners and Intermediate Users of PHP based applications are strongly recommended to use the vtiger optimized LAMP setup (vtigercrm-5.0.0.bin). If you are using PHP- based application first time, please skip this section and follow the steps in 5.1 Installing Complete Package

How to get LAMP? LAMP stands for Linux, Apache, MySQL, and PHP. You can download the optimized Apache, MySQL, and PHP package from various sources. The most popular sites that provide LAMP package are BitRock and LAMPP. There are many other Websites offers LAMP distributions freely. Before using your own LAMP setup, please ensure that Apache, MySQL, and PHP versions meet the vtiger CRM requirements. Apache – 2.0.40 and above MySQL – 4.1.x through 5.1.x PHP – 5.0.x through 5.1.x (you must configure php.ini settings as per Pre-installation Check List. Otherwise some of the features will not work.

To install vtiger CRM source

1.Download vtigercrm-5.0.3.tar.gz from the Sourceforge.net.

2.Extract the vtigercrm-5.0.3.tar.gz file into Apache root directory.

3.Start Web Browser and follow the procedure given in the "Configuring vtiger CRM Server" chapter for completing vtiger CRM installation.

<thead> </thead>

Pre-installation Check List

1. You must have READ/WRITE permissions on the following vtiger CRM folders and Files within those folders: PHP Configuration - config.inc.php Cache Directory - cache/ Mail Merge Template Directory -test/wordtemplatedownload/ Uploads Directory - storage/ Install Directory - install/ Installation file -install.php Product Image Directory -test/product/ User Image Directory - test/user/ Contact Image Directory- test/contact/ Logo Directory- test/logo/ Email Templates Directory -modules/Emails/templates/ User Privileges Directory  - user_privileges/ Smarty Compile Directory - Smarty/templates_c Tabdata File Permission - tabdata.php ParentTabdata File Permission - parent_tabdata.php Smarty Cache Directory - Smarty/cache In Linux shell use the following command: #Never chmod 777 for security reasons, at the parent directory of vtiger, chown apache:root directoryname -R (This will change the owner of all sub folders and directories to apache and root. All directories and files should have the correct access, If not use chmod to set the access, more information can be found with "man chmod" for access permissions 2. Your php.ini must configured with the following parameters: safe_mode = Off display_errors = On file_uploads = On register_globals = Off max_execution_time = 600 output_buffering= On memory_limit = 32M error_reporting = E_WARNING & ~E_NOTICE allow_call_time_reference = On log_errors = Off short_open_tag= On extension=gd2.so extension=imap.so extension=mysql.so extension=mysqli.so

[edit] Starting & Stopping vtiger CRM

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

#sh startvtiger.sh

To stop vtiger CRM server, run the following command from the <vtiger Home>/bin directory:

#sh stopvtiger.sh

Note: The start and stop scripts are not bundled with vtigercrm-5.0.0-source.tar.gz. Hence you have to start MySQL and Apache in your LAMP environment manually and then configure vtiger CRM server.

[edit] Upgrading vtiger CRM

 

This section is only for the existing vtiger CRM users (v4.2.3 / v5.0.0 / v5.0.1 / v5.0.2). If you are planning to use vtiger CRM first time, please skip this section. <o:p></o:p>

Important Note: We recommend users to take a backup of the existing database and source code before migrating to vtiger CRM 5.0.3.

Warning: Please don't forget to take the source code backup before extracting the Patch, otherwise all your custom code will be overwritten by the new code.

Step 1: Download vtiger CRM 5.0 – Patch 3 file.<o:p></o:p>

Step 2: Extract vtigercrm-5.0.0-patch3.zip file in to your vtiger CRM root directory.<o:p></o:p>

Step 3: Migrate your database from earlier version to the latest version.<o:p></o:p>

To upgrade from v4.2.3, 5.0.0, 5.0.1, 5.0.2 to the v5.0.3<o:p></o:p>

1. Select Settings --> Other Settings --> Migration Wizard<o:p></o:p>
2. In the Migration Wizard, select the options according to your requirements.<o:p></o:p>

 <o:p></o:p>

It will take few minutes to migrate your database. Kindly do not kill the browser while migration process in in progress. <o:p></o:p>

Step 4: Remove unwanted files and directories.<o:p></o:p>

For a better security of the vtiger CRM - Source files, we have reorganized the files location. Hence it is better to remove the files listed below permanently. Please take necessary precautions, while removing files.<o:p></o:p>

Files to be removed from <vtiger CRM Home>/modules/Users directory<o:p></o:p>

Announcement.php createrole.php listroles.php profilePrivileges.php RoleDeleteStep1.php RoleDetailView.php SaveRole.php ListProfiles.php listinventorynotifications.php SaveInventoryNotification.php EditInventoryNotification.php listnotificationschedulers.php SaveNotification.php EditNotification.php CreateSharingRule.php listwordtemplates.php upload.php deletewordtemplate.php createemailtemplate.php deleteemailtemplate.php detailviewemailtemplate.php editemailtemplate.php listemailtemplates.php saveemailtemplate.php

listgroups.php createnewgroup.php GroupDetailView.php ListLoginHistory.php UpdateDefaultFieldLevelAccess.php DefaultFieldPermissions.php EditDefOrgFieldLevelAccess.php OrgSharingDetailView.php SaveSharingRule.php DefModuleView.php AuditTrailList.php ShowAuditTrail.php AuditTrail.php SaveAuditTrail.php savetermsandconditions.php OrganizationTermsandConditions.php createrole.php listroles.php profilePrivileges.php RoleDeleteStep1.php RoleDetailView.php SaveRole.php add2db.php downloadfile.php ListProfiles.ph

<o:p> </o:p>

[edit] Configuring vtiger CRM Server

After installing vtiger CRM, you must configure vtiger CRM server further with database, Website, currency, and administration access details. The vtiger CRM database tables and demo data are populated during configuration, which will take about 5 minutes time.

To configure vtiger CRM server

1. Start Web browser and enter http://<host-name>/vtigerCRM/index.php in location bar.

2. In the Registration page, complete the product registration (optional). Click the Start button.

3. In the System Check page, PHP, MySQL database, files/directories that have read/write permissions, and GD graphics library version status are displayed. If the all the parameters are OK, 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 System Configuration page, enter the appropriate values for Database, Site Configuration, and Administration sections. Afterwards click the Next button.

Database Configuration

• Host Name (mandatory) – By default, Host Name is set as <System Name>: <Port No>. Please do not change the port number as it is added during installation.
• User Name (mandatory)– Specify username for accessing the database.
• Password– Specify password for the username.
• Database Name (mandatory)– By default database name is vtigercrm5. You can also create a database as per your requirements.
• Root User Name (mandatory)– If you have selected the create data option in Database Name field, specify root user name for creating database.
• Root Password– Specify password for the root username.

Site Configuration

• URL (mandatory) – Enter the host name. By default, it is http://<system name>.
• Path (mandatory) – By default, this is the path where vtiger CRM is installed.
• Path to Cache Directory (must have write permission) - By default, this is cache/. This folder is used to store the files, such as attachments, and import/export- related files temporarily.

Admin Configuration

• User name – 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 vtiger CRM.
• Email ID – By default email ID is admin@your-domain.com. You can also change the administrator’s e-mail ID.

Currency Configuration

• Name (mandatory) – Specify your fiscal currency name (For example, Dollar).
• Symbol (mandatory) – Specify your currency symbol (For example, $).
• Code (mandatory) – Specify international code of your currency (For example, USD).

5. In the Confirm Settings page, review the configuration information. If you want to change some of the details, click the Change button and go to previous step. If you want to populate some data, select the Also populate demo data? check box. Once you are ready click the Next button.

6. In the Config File Creation page, click the Next button. It will take approximately 4 minutes to complete the configuration.

7. In the Create Database Tables page, click the Finish button to complete the vtiger CRM configuration.

Once installation is completed successfully, installation directory will be locked to secure your installation against unauthorized access.

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 have logged in successfully, you can view the vtiger CRM Home page as shown below:

[edit] Configuring Notification Scheduler

You can schedule the notifications, such Big deals, pending tasks, event reminder, support start and end dates, and others by changing your Apache Web server port in sendreminder.sh file present under <vtiger CRM Home>cron/ directory as given below:

wget http://localhost:APACHEPORT/SendReminder.php -O intimatelog.tx

[edit] Troubleshooting Tips

1. 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

2. By default, the value for log4php.rootLogger is set as “debug” in log4php.properties file present under <vtiger CRM Home> directory. If you experience any problems, change the logging level to “fatal” or “warning”

Line: 10

log4php.rootLogger=debug, A2

[edit] Known Issues

During vtiger CRM installation if you aborted the installation process, a temporary directory called vtigerCRM_linux is created under installation directory. This directory is not deleted automatically and you have to delete it manually.

[edit] Installing vtiger on PHP 5.2.x

See vtiger CRM on PHP 5.2.x

[edit] Related Documents

You can refer to the following documents to work with other vtiger CRM Add-ons:

• vtiger Outlook Plugin 5.0.3 - User Manual
• vtiger Office Plugin 5.0.3 - User Manual
• vtiger Thunderbird Extension 5.0.3 - User Manual
• vtiger Firefox Toolbar 5.0.3 - User Manual
• vtiger Customer Portal 5.0.3 - User Manual
• vtiger Web Forms 5.0.3 - User Manual

Note: The vtiger Outlook Plug-in, vtiger Office Plug-in, and vtiger Thunderbird Extension are browser-side software works only with Microsoft Outlook, Microsoft Office, and Thunderbird/Mozilla E-mail clients respectively.

[edit] Customer Support

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

Contact Information:

vtiger Systems India Pvt. Ltd.
Sree Narayana Complex,
11 Sarathy Nagar,
Vijayanagar, Velachery,
Chennai 600 042,
INDIA
Phone No: +91-44-4202-1990
Toll Free (USA & Canada): +1-877-788-4437

Public Support: http://forums.vtiger.com

</p>

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

Edit this page | Discuss this page | Page history | What links here | Related changes Main Page | About vtiger.com | Find: This page has been accessed 32,661 times. This page was last modified 10:52, 27 June 2008.