Vtiger CRM 5 Beta - Installation Guide

From vtiger.com

Important Note: vtiger CRM 5 Beta is ready for end-users testing the product and post their suggestions and comments. This build is only for product testing purpose, hence users are strongly adviced not to use for deployment purpose.

You can access the v5 Beta demo from:

System Requirements

Note: If you are using Microsoft IIS, refer to Installation Procedure for IIS document.

Download URL

You can download vtiger CRM 5 Beta from the following URL:

http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.0-beta2-source.tar.gz

PHP Settings

Please ensure that your php.ini settings support the following parameters, otherwise you may experience some problems while working with vtiger CRM:

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.

extension=php_gd2.dll (remove the comments)

extension=php_imap.dll (remove the comments)

Installation Procedure

Step 1: Download vtigercrm-5.0.0-beta_Source.tar.gz from the following URL:
http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.0-beta2-source.tar.gz

Step 2: Extract the vtigercrm-5.0.0-beta_Source.tar.gz file into the document root of the Apache/IIS.

Step 3: Please ensure that following files/directories are having Read/Write permissions:

• cache/
• test/
• storage/
• install/
• user_privileges/
• Smarty/templates_c/
• Smarty/cache/
• modules/Emails/templates/
• test/wordtemplatedownload/
• config.inc.php
• install.php
• tabdata.php
• parent_tabdata.php

Step 4: Start the MySQL database and create a database for vtiger CRM. The default database name is vtigercrm5_beta. If you want to use different database then modify according to your wish. You can also create a new database (if requred).

Step 5: Start Web Browser and follow the procedure given in the "Configuring vtiger CRM Server" section for completing the vtiger CRM installation.

Configuring RSS Feeds

To fetch RSS feeds from various Websites edit the Snoopy.class.inc file present under <vtiger CRM Home>/include/magpierss/extlib/ directory and specify the following:

var $proxy_host = '<host name>';
var $proxy_port='<port_number>';
var $user = '<user name>';
var $pass = '<password>';  

Configuring Companies Stock Information

Account's Stock information (Public listed companies in NYSE) based on Ticker Symbol can be displayed in Account's page. To fetch the account stock information, configure cetain parameters in class_http.php file present under <vtiger CRM Home>/class_http directory at line no:166

$server =  //Specify the proxy server name
$port =  //Specify Port number
$user = //User Name to access through Proxy server  
$pwd = //Password of the user name

Known Issues

In certain Linux operating systems, web mails (Incoming Email) do not work as IMAP support is not configured. In these system following error is displayed:

unknown function imap_open exception

Frequently Asked Questions

1. vtiger CRM 5 Beta is in tar.gz format. Whether I can use it in Windows OS?

Answer: Yes, you can use the vtiger CRM 5 Beta in Windows OS also. Just extract the file using any Zip utility (WinZip, WinRAR etc.,) and then follow the installation procedure. By the way, we are releasing Windows EXE also. You can choose Windows EXE if you don't have WAMP setup ready.

2. Whether V 5 Beta is single installer or I need to install any additional software.

Answer: V 5 Beta is available in different formats, EXE, BIN, and tar.gz. Select the distribution that suites your Server requirements

3. Upgrade from Vtiger 4.2

Answer:

Installation Support