vtiger CRM 4.2 Installation Manual for Windows
Contents
1. iii 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 Follow the steps given below to install MySQL bundled with vtiger CRM i In the Install MySQL Options dialog select the Install MySQL option and click the Next button ii 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 In the Chose Destination Location dialog either use the default directory C Program Files vtigerCRM4_ Beta or select a new directory After selecting the destination directory click the Next button In the Select Program Folder dialog either use the default program folder vtiger CRM 4 Beta or enter a new folder Now click the Next button 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 lt Apache Home gt conf httpd conf an2. CRM gt vtiger CRM Client e If you installed without Apache or and MySQL that are bundled with vtiger CRM open the http lt host name lt vtiger CRM Home gt index php in Web browser 16 8 Configuring phpSysinfo To display the vtiger CRM server details in Window OS you have to start phpSyslnfo as a Windows service To install phpSysI nfo as a windows service lt vtiger CRM Home gt modules gt phpsysinfo_ service exe install To uninstall as a windows service lt vtiger CRM Home gt modules gt phpsysinfo_service exe uninstall To start the service lt vtiger CRM Home gt modules gt net start phpsysinfo To stop the service lt vtiger CRM Home gt modules gt net stop phpsysinfo The PHPSysInfo Service V1 2 service is starting The PHPSysInfo Service V1 2 service was started successfully To test the service lt vtiger CRM Home gt modules gt telnet 127 0 0 1 1337 Trying 127 0 0 1 Connected to 127 0 0 1 Escape character is GET kernel 5 0 2195 Service Pack 4 17 9 Fetching E mail Messages as RSS Feeds You can fetch incoming E mail messages as RSS feed in RSS module by specifying appropriate values in mailfeed php file present under lt vtiger CRM Home gt modules squirrelmail 1 4 4 directory as given below Line 33 through 61 POP3 I MAP NNTP server to connect to with optional port server test com 143 Protocol specification optional protocol notls Name of the mailbox to
3. vtiger CRM client from Start gt Program Files gt vtiger CRM gt Start vtiger CRM e If are using the existing Apache and MySQL Start the Apache Web server manually from the lt Apache Home gt bin directory then start Web browser and enter the following URL http lt Host name gt lt vtiger Home gt index php 3 By default the value for log4php rootLogger is set as debug in log4php properties file present under lt vtiger CRM Home gt directory If you experience any problems change the logging level to fatal or warning 19 Line 10 log4php rootLogger debug A2 Copyright 2003 2005 vtiger com All rights reserved vtiger is a trademark of vtiger com All other trademarks are the property of their respective owners 20 11 Known Issues e If you select Start gt Program Files gt vtiger CRM gt start vtiger CRM First you have to start Apache manually then use Start gt Program Files gt vtiger CRM gt start vtiger CRM to start the vtiger CRM e If you select to use the existing Apache and or MySQL options during installation stopping the vtiger CRM using Start gt Program Files gt vtiger CRM gt 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 e While uninstalling the vtiger CRM some of the files are not deleted You h
4. 00 NT XP 2003 e Web Server Apache version 2 0 40 and higher or Microsoft version IIS 5 and higher e Database MySQL version 4 0 X or higher e PHP 4 2 X through 4 3 X e Web Browser IE 5 5 6 0 Netscape version 7 0 and higher Mozilla version 1 4 and higher or Opera version 7 21 and higher 4 2 Installation Prerequisites e You must have Administrator privileges on the system If you are installing with any other privileges the vtiger CRM software will not be installed properly e Before installing the vtiger CRM software stop the Apache and MySQL services If running in your system e The vtiger CRM software is compatible with Apache 2 0 40 and MySQL 4 0 20 and above If these software are already installed in your machine you can use the same Otherwise use the Apache and MySQL bundled with the vtiger CRM software 5x 3 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 Install complete package of vtiger CRM vtiger CRM 4 2 exe Note Use this package if you have not installed Apache MySQL and PHP packages in your machine Install vtiger CRM without Apache and MySQL vtiger CRM 4 2 exe Note This package is same as above except that you may not install Apache and MySQL But PHP package will be installed even though it is available in your machine Use this package if you have already
5. 01 02003 EY send Letter 27 04 os 06 07 08 09 10 Send Letter a 2 cer apes My Top Open Potentials 28 11 12 13 14 15 16 17 vtiger Ci 2 7 al 21 oof 2 SP scott Potential Account Name Amount Expected Close 29 18 19 20 21 22 23 24 Saaks m a midagi TX CEED INC 99 Rs100000 07 21 2005 30 25 26 27 28 29 30 31 Saaks mada midagi X CEED INC 99 Rs100000 07 21 2005 31 World Clock R SERS A Novo Broadband Inc 1000 A Novo Broadband Rs75000 01 14 2005 iiaii ocium E units Ine My Pipeline gt A Novo Broadband Inc 1000 A Novo Broadband Rs75000 01 14 2005 f units Inc Pipeline total is Rs410 142K potential 1 OTC BB Rs50000 07 01 2005 Prospecting My Group Allocation Qualification Entity Name Group Type Js Analysis Value Proposition July 15 2005 4 20 PM My Tickets i TicketId Subject Rel tedTo Status Created Date AssignedTo Id Decision Makers Calculator R 7 Perception Analysis Key Metrics Metrics Count Proposal Price Quote Prospect Accounts 0 Open Tickets 0 Negotiation Review Hot Leads 0 Closed Won Potentails Won 4 Open Quotes 0 Closed Lost amp RsO Rs100 Rs200 Rz300 My Tan Nnen Ountes Copyright 2003 2005 vtiger com All rights reserved vtiger is a trademark of vtiger com All other trademarks are the property of their respective owners 15 7 Starting the vtiger CRM in Web Browser e If you installed the Apache and MySQL that are bundled with vtiger CRM select Start gt Program Files gt vtiger
6. ave to delete those files manually e Ifthe 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 e In case of user Apache if the entry ScriptAlias cgi bin lt cgi bin directory path gt is not present in lt Apache Home gt 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 e If you create a new role with space in the name for example Sales User then you will have issues allocating permissions e You cannot change the user s role once specific role is assigned to the user e f you are migrating from older version v2 1 v3 0 v3 2 v4 0 or v4 0 1 to vtiger CRM 4 2 immediately after logging in as admin user assign roles to all the other users Otherwise users cannot be able to log in and Userl nfoUtil at line 10 error message is displayed in browser 21 12 Related Documents You can refer to the following documents to use the vtiger Outlook Plug in software with vtiger CRM e vtiger Outlook Plug in User Manual Refer to http vtiger com products crm help vtiger_ Outlook Plugin User Guide pdf e vtiger Office Plug in User Manual Refer to http vtiger com products crm help
7. d 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 FE 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 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 Follow the procedure given below to install only vtiger CRM 1 Download vtiger CRM 4 2 exe from http www sourceforge net projects vtigercrm Run the vtiger CRM 4 2 exe Installation process starts within a few seconds In the Welcome to the InstallShield Wizard for vtiger CRM dialog click the Next button In the vtiger CRM Software License Agreement dialog read the license agreement and click the Yes button if you accept the license agreement Follow the steps given below to use the existing Apache Web server i In the Install Apache Options dialog select the Use I nstalled Apache option and click the Next button ii In the Apache Web Server Home Selection browse the directory where the Apache is installed Note If you give wrong directory installation will not p
8. e Web Browser and enter lt localhost gt vtiger index php in location bar 2 In the Registration page complete the product registration Optional Click the Next button 3 Inthe 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 e Host Name mandatory By default Host Name is set as lt Machine Name gt lt port number gt Please do not change the port number as it is added during installation e User Name mandatory vtiger Non editable e Password optional currently Non editable e Database Name mandatory vtiger Non editable Site Configuration e URL mandatory Enter the host name By default it is http lt machine name gt e path mandatory By default this is the path where vtiger CRM is installed e 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 14 e username By default the user name is set as admin If required
9. he connection php file present under lt vtiger CRM Home gt directory enter the values for the following variables Smysql_username Smysql_password Smysql_port Sapache_port Example Smysql_username root Smysql password public Smysql port 3306 Sapache_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 10 4 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 Configuring Microsoft IIS to work with PHP based application Please follow the procedure given below to execute PHP scripts in Microsoft IIS 1 Configuring the php ini file Download the Windows binary for the latest version of PHP vtiger CRM supports PHP version 4 Once you ve downloaded it unzip it to a C and rename the folder to php Open the PHP INI DIST file from the C PHP folder and locate the following line cgi force_redirect 1 Remove comment in the above line and change the setting to 0 as shown below to run PHP under IIS Make the necessary changes and save t
10. he file as php ini in your Windows folder C WINNT on my computer cgi force_redirect 0 2 Configuring PHP in Microsoft IIS Please refer to the following sites for more details e http in php net manual en install windows iis php e http www phpbuddy com category php cat_id INST Note All the directories under vtigerCRM should have READ access permission Otherwise some of the images files cannot be executed To install vtiger CRM in Microsoft IIS follow the procedure given below 1 Download vtiger CRM 4 2 Source zip from http www sourceforge com projects vtigercrm Extract the vtiger CRM 4 2 Source zip file into Apache root directory For example C Ilnetpub wwwroot Set up vtiger CRM database as given below T 4 Start the MySQL database and create a database for vtiger CRM The default database name is vtigercrm4_2 If you want to use different database then modify the 2setConfig php file present under the lt vtiger CRM Home gt install directory as given below in all the places Sdb name vtigercrm4_2 to Sdb_name lt your database name gt In connection php file present under lt vtiger CRM Home gt directory enter the values for the following variables Smysql_username Smysql_password Smysql_port Sapache_port Example Smysql_username root Smysql password public Smysql port 3306 Sapache_port 0 0 0 0 80 5 Start Web Browser and fol
11. installed Apache and MySQL packages in your machine Install only vtiger CRM source vtiger CRM 4 2 _ Source zip Note Use this package if you have already installed Apache or Microsoft IIS MySQL and PHP in your machine 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 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 vtiger CRM 4 2 exe from http www sourceforge net projects vtigercrm Run the vtiger CRM 4 2 exe Installation process starts within a few seconds In the Welcome to the InstallShield Wizard for vtiger CRM dialog click the Next button In the vtiger CRM Software License Agreement dialog read the license agreement and click the Yes button if you accept the license agreement Follow the steps given below to install Apache Web server bundled with vtiger CRM 6 7 i In the Install Apache Options dialog select the Install Apache option and click the Next button ii 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
12. low the procedure given in the Configuring vtiger CRM Server section for completing the vtiger CRM installation Note You must increase the value for max_execute_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 12 5 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 e If you installed the Apache and MySQL that are bundled with vtiger CRM start the vtiger CRM server as given below 1 Select Start gt Program Files gt vtiger CRM gt Start vtiger CRM or 2 Click the vtiger CRM desktop shortcut e If you are using the existing Apache Microsoft IIS and MySQL start the Apache Microsoft IIS manually and connect to the vtiger CRM from http lt host Name gt lt port number gt lt vtigerCRM Home gt index php To stop vtiger CRM Server e If you installed the Apache and MySQL that are bundled with vtiger CRM select Start gt Program Files gt vtiger CRM gt Stop vtiger CRM e If you are using the existing Apache Microsoft IIS and MySQL stop the Apache Microsoft IIS and MySQL manually a he ee 6 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 th
13. open mailbox INBOX Your username username user name Your password password password 18 10 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 lt Server Name gt 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 lt Server Name gt lt port no gt as vtigercrm Host lt Server Name gt 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 gt Program Files gt vtiger CRM gt Stop vtiger CRM 2 Start the Command Prompt and enter the following command mysqli u root port 3 Drop the existing vtigercrm database from MySQL as given below mysql gt drop database vtigercrm 4 Start the vtiger CRM server from Start gt Program Files gt vtiger CRM gt Start vtiger CRM 2 After completing the installation am not sure how to start the vtiger CRM e If you are using bundled Apache and MySQL with the vtiger CRM Start the vtiger CRM server from Start gt Program Files gt vtiger CRM gt Start vtiger CRM After a few seconds start the
14. roceed further iii The Apache configuration file httpd conf present under the lt Apache Home gt 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 iv In the Apache Web Server Home Selection dialog click the Next button 6 Follow the steps given below to use the existing MySQL i In the Install MySQL Options dialog select the Use Installed MySQL option and click the Next button 8 ii 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 iii 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 s
15. tart 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 lt Apache Home gt 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 want vtiger CRM icon on desktop check box if you want a desktop shortcut Click the Finish button Installing Only vtiger CRM If you have already installed Apache MySQL and PHP follow the procedure given below 1 Download vtiger CRM 4 2_Source zip from http www sourceforge net projects vtigercrm 2 Extract the vtiger CRM 4 2 Source zip file into Apache root directory For example C Program Files Apache Group Apache2 htdocs Oe 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_2 If you want to use different database then modify the 2setConfig php file present under lt vtiger CRM Home gt install directory as given below in all the places Sdb_name vtigercrm4_2 to Sdb_name lt your database name gt In t
16. vtiger_ Office Plugin User Guide pdf e vtiger Thunderbird Extension User Manual Refer to http vtiger com products crm help vtiger_ Thunderbird Extension User Gui de pdf e vtiger Customer Portal User Manual Refer to http vtiger com products crm help vtiger_ CRM Customer Portal User Gui de pdf Note The vtiger Outlook Plug in vtiger Office Plug in and vtiger Thunderbird Mozilla Extension are browser side software and work only with Microsoft Outlook Microsoft Office and Thunderbird Mozilla respectively 22 13 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
17. wWtiger vtiger CRM 4 2 Installation Manual for Windows Revision 4 2 Table of Contents 1 System Requirements yrs 9226 20d saaes een E ELLE ELLER REE EE EL ER EL ELLE EL ELLE LES 3 2 Installation Prerequisites cx 2 sox pce ver neste eee iin REE eee deed ey eae ete 4 3 Installing vtiger CRM in Apache c cect cece eee eee eee eee rnnt 5 Installing Combined vtiger CRM Apache and MySQL eceeeeee eee eee ee eee 5 Installing vtiger CRM without Apache and MySQL eccee eee e eset eee eae eee 7 Installing Only vtiger CRM c ccc ce eee eee a ane EL EAEE EE ks 8 4 Installing vtiger CRM in Microsoft IIS 10 5 Starting and Stopping the vtiger CRM Servel cceeceeee eect teeta ees 12 6 Configuring the vtiger CRM Server c eceeeee eee eee eee eee eee eee eeeeeeeees 13 7 Starting the vtiger CRM in Web Browser cceeceeee eee ee eee ee nena teenies 15 8 Configuring phpSysI nfo in Windows OS cece cece teeta ed 16 9 TrOUBIESMOOLING Tp Sci i22ie se ein See as de ae a oe ote a ts A ioe Eini 18 TO KNOW ISS USS i eae da cain Gan teeta teenie Vane eed dv EH PARANT L rE 20 11 Related Documents ovens eo peter tetera sient bedre ie ias 21 12 Customer SUD POT s A yeni weds Sosa ni aa ata E E a AEE net ge E pate Eaa 22 1 System Requirements e Hardware x486 with 256 MB RAM or higher with a minimum of 100 MB disk space e Operating System Windows 20
18. you can change the user name after installation e admin password mandatory By default the password is set as admin You can change the password after logging in to the vtiger CRM 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 Inthe 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 Welcome admin 07 15 2005 16 18 My Account Settings Help WD We are Logout ip a Stiger CRM Home Calendar Activities Leads Accounts Contacts Potentials Products Notes Emails HelpDesk lt New Contact New Lead New Account New Potential New Ticket New Faq New Product New Note New Email New Event Search 4 My Upcoming and Pending Activities through 07 22 2005 lt July 2005 2 F l i j Recurring T 7 i n T oee ee ees Mon Tue wed Thu Fri Sat sun sited Fa GQ X Send Letter testing 07 14 2005 26
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