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Vtiger CRM 5.0.4 - Installation Manual for Linux

From vtiger.com

v5.0.4 Documents

Contents

[edit] System Requirements

[edit] Operating System (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

 zlibc

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

libpng12-dev

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        
  build-essential        
  libxml2        
  libxml2-dev        
  m4        
  bison        
  flex        

[edit] Mandriva 2007.1


[edit] Choose the Correct Linux Distribution

vTiger CRM software is available two formats:

Choose the right distribution for your skill level and environment.



  * “You” is loosely defined. “You” could you, but could also be your girl friend, wife, dog, support person at a hosting facility, a paid consultant or better yet, vTiger support.

Type of Distribution

Factors

BOTH

You* must have:

  1. Access to set PHP directive : max_execution_time = 600

(From a search of issues in 5.0.4 this appears to be a deal breaker.  If you can’t set max_execution_time = 600 then you probably will not be able to complete the building of all 317 tables.  Your install will finish without apparent error but you will only have a fraction of the necessary tables.


References:

  1. Pear Database Debug Info
  2. Causey, Jun 23, 2007 5:49 pm, 64MB memory necessary






(not sure if this is manditory or not)



  1. Access to set PHP directive : memory_limit  = 64M  


References:

  1. Pear Database Debug Info
  2. Causey, Jun 23, 2007 5:49 pm, 64MB memory necessary.


(not sure if this is manditory or not)


  1. Access to set PHP directives : allow_call_time_reference= On



allow_call_time_pass_reference= ?

safe_mode = Off

display_errors = On

file_uploads = On

register_globals = Off

output_buffering= On

error_reporting=E_WARNING& ~E_NOTICE

log_errors = Off

short_open_tag= On

(not sure if this is manditory or not)

  1. Capability to un-tar, gzip or zip the archive onto your platform in the appropriate directory.
  2. Ability to secure permissions to execute the binary as 'owner' or 'admin'.  directly in a shell or remotely via a tunnel, telnet or some other mechanism.

The more you know about:

    • web-based software
    • *nix
    • PHP
    • Apache
    • MySQL

…the better your day will go.

Binary

This is a good choice if:

  1. You want an easy and quick install with minimal intervention.

Source

This is a good choice if:

  1. You want more control to make configuration or code changes before installation, custom installs or just enjoy “hands on”.


[edit] Choose the Correct Linux Distribution--Keep this???

vTiger CRM software is available two formats:

Choose the right distribution according to your experience with LAMP/WAMP based applications and your hosting options.


Type of User

Type of Distribution

Novice Users
Non-Hosted Environments

Those who:

  • are new to web-based software
  • not well versed in PHP, Apache, MySQL, etc.
  • have the capability of executing a binary as 'owner' or 'admin'.

5.0.4 Binary

Intermediate Users
Non-Hosted Environments

Those who:

  • are familiar with web-based software
  • versed in Apache, MySQL, etc.
  • not well versed PHP
  • have the capability of executing a binary as 'owner' or 'admin'.

5.0.4 Binary

Advanced PHP Users & Developers
Hosted Environments

Those who:

  • are familiar with web-based software
  • versed in PHP, Apache, MySQL, etc.
  • have vTiger in a hosting environment.
  • do not have the capability of executing a binary as 'owner' or 'admin'.

5.0.4 Source


[edit] Binary Installation

[edit] Prerequisites

 

[edit] Installing Code

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 – <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.bin?download">vtigercrm-5.0.4.bin</a>.

<tbody> </tbody>

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

Install vtiger CRM with bundled PHP – <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.bin?download">vtigercrm-5.0.4.bin
</a>

<tbody> </tbody>

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 – <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.tar.gz?download">vtigercrm-5-0-4.tar.gz</a>.

<tbody> </tbody>

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

[edit] Complete Binary 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 <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.bin?download">vtigercrm-5.0.4.bin</a> from the Sourceforge.net.

2.Log in as a root user.

3.Grant execute permission to run the vtigercrm-5.0.4.bin file:

#chmod 777 vtigercrm-5.0.4.bin

4.      Run the vtigercrm-5.0.4.bin file as given below:

#./vtigercrm-5.0.4.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:

                                           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] 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 <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.bin?download">vtigercrm-5.0.4.bin</a> from the Sourceforge.net.

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

3.     Grant execute permission to run the vtigercrm-5.0.4.bin file:

#chmod 777 vtigercrm-5.0.4.bin

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

#./vtigercrm-5.0.4.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:

                                            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>

                                        iii.     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):

 

<tbody> </tbody>

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:

<tbody> </tbody>

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. 

&nbsp&nbsp

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 hosted environments. Beginners and Intermediate Users of PHP based applications are strongly recommended to use the vTiger optimized LAMP setup (vtigercrm-5.0.4.bin)if the situation warrants. If you are using PHP- based application first time, please consider skipping this section and follow the steps in <a href="#_5.1_Installing_Complete">5.1 Installing Complete Package</a>

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 <a href="http://www.bitrock.com/download_lamp_download.html">BitRock</a> and <a href="http://www.apachefriends.org/lampp-en.html">LAMPP</a>. 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 <a href="#Installation_Requirements">Pre-installation Check List</a>. Otherwise some of the features will not work.

[edit] Source Installation

[edit] Prerequisites

 


[edit] Prerequisites - PHP


  1. Verify:

PHP Configuration Check List

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

[edit] Install Source

  1. Download http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.4.tar.gz from the Sourceforge.net.
  2. Extract the vtigercrm-5.0.4.tar.gz file into the Apache root directory. Alternately you may extract it in a subdirectory.
  3. Start a Web Browser and follow the procedure given in the Configuring vtiger CRM Server chapter for completing vTiger CRM installation.

  4. Follow the Wizard: (ref)
  5. Post install

[edit] Post Install Checklist

Post-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
  • Logs Directory - logs/
  • WebMail attachments Directory - modules/Webmails/tmp/

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

 

[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

<tbody> </tbody>

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] Configuring vTiger CRM Server

After installing vTiger CRM, you must configure it further with database, Website, currency, and administration access details. You may elect to have the database tables and demo data 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.

<tbody> </tbody>

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

Site Configuration

Admin Configuration

Currency Configuration

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: <img width="575" height="412" border="0" alt="" src="./vtigerCRM-Installation-Manual-Linux_files/image005.jpg" />

[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


Some extra hints for getting this running :


In SendReminder.php : Change line 94 to a recognised local address


To check events every minute, add the following to crontab :

*/1 * * * * root /path_to/sendreminder.sh >/dev/null 2>&1


If you use this method you will need to make sendreminder.sh executable


Or alternatively

*/1 * * * * root wget http://localhost/crm/Sendreminder.php -O intimatelog.txt >/dev/null 2>&1


The line that calculates when to send the reminder is line 76 in SendReminder.php :


if (($activity_time - $curr_time) > 0 && ($activity_time - $curr_time) == $reminder_time)

If you only wanted to check say every 5 minutes then you can readjust the formula accordingly


Refs :

http://forums.vtiger.com/viewtopic.php?t=19536

http://forums.vtiger.com/viewtopic.php?p=65363

http://www.adminschoice.com/docs/crontab.htm

[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 <a href="http://wiki.vtiger.com/index.php/Vtiger_CRM_on_PHP_5.2.x ">vtiger CRM on PHP 5.2.x</a>

[edit] Related Documents

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

<tbody> </tbody>

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] 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 / v5.0.3). If you are planning to use vtiger CRM first time, please skip this section.

Important Note: We recommend users to take a backup of the existing database and source code before migrating to vtiger CRM 5.0.4.

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 <a href="http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.0-patch4.zip">vtiger CRM 5.0.0 – Patch 4</a> file.

Step 2: Extract vtigercrm-5.0.0-patch4.zip file in to your vtiger CRM root directory.

Step 3: Migrate your database from earlier version to the latest version.

To upgrade from v4.2.3, 5.0.0, 5.0.1, 5.0.2, 5.0.3, 5.0.4rc to the v5.0.4.

  1. Select Settings --> Other Settings --> Migration Wizard
  2. In the Migration Wizard, select the options according to your requirements.

 
It will take few minutes to migrate your database. Kindly do not kill the browser while migration process in in progress.

For detailed procedure, refer to the <a href="http://wiki.vtiger.com/index.php/Vtiger_CRM_5.0.4_-_Release_Notes#Migration_Steps">Migration Steps</a> in release notes.

Step 4: Remove unwanted files and directories.

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.

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

<tbody> </tbody>

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

[edit] Customer Support

Please post your valuable comments, feature requests, and issues in vtiger Discussions (<a href="http://forums.vtiger.com">http://forums.vtiger.com</a>) 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
India Phone No: +91-80-23146984
USA & Canada: +1-408-716-8592

Public Support: <a href="http://forums.vtiger.com">http://forums.vtiger.com</a>

Retrieved from "http://wiki.vtiger.com/index.php/Vtiger_CRM_5.0.4_-_Installation_Manual_for_Linux"

This page has been accessed 13,453 times. This page was last modified 10:33, 15 May 2008.


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