How To Install Vtiger Crm On Windows

Vtiger Open up Source CRM needs earnest capital for analyzing the requirements. Indeed, it requires reasoning of concern demands and challenges. Further, this article provides comprehensive guidance for Vtiger CRM installation and basic configuration.

Unbinding the Mastership - Vtiger CRM Installation

Installation of Vtiger CRM is not tough these days. To analyze, no matter any operating systems you are using, like Windows and Linux. Indeed, discover the step-by-step Vtiger open up source CRM Installation procedure through different methods.

Installing Vtiger on Windows Operating System

Install Vtiger Open source CRM on a Windows host using the installer and from source. Further, here are the system requirements and prerequisites of installing Vtiger CRM.

System Requirements for Installing Vtiger open Source CRM

Hardware Minimum: PC with at least an x486 Pentium 4 with 256 MB RAM and 200 MB free disk infinite. Recommended: x486 Pentium 4 with 512 MB RAM and 500 MB free disk space. In addition, if you lot want to store more documents so at least 1 GB is recommended.
Web Browser Google Chrome, Firefox two.x and in a higher place, Internet Explorer 6 and vii
Operating system Windows XP, 2003, 2007 and Vista.

Installation Prerequisites for Vtiger Open Source CRM:

Installation process of Vtiger on Windows Operating System

The status to this installation is, your web-based software is new to you. In addition, your Windows system is fresh to host Vtiger, so here the special installer can help you out. Meanwhile, it contains Apache, PHP, and MySQL and all get installed along with Vtiger CRM.

Steps to be followed:

1. Download the latest version of Vtiger crm from http://sourceforge.net/
2. Relieve the file and run information technology to start the installation procedure
3. Click Next to continue with the installation
4. Read the License Agreement and click the 'I accept' checkbox and click on Next button
5. The Apache and MySQL Configuration Parameters page appears. Past default the apache port is 8888 . If a message appears as this port is non costless, select a different port.
And the MySQL port is 33307 by default. If a message appears as this port is not free, cull a dissimilar port. Provide the MySQL port, user name, and password. Past default user name is root and the password is empty, you tin change if required so click on Next
half-dozen. User and Currency Configuration screen prompts. Further, cull an Admin account password and admin e-mail accost. Moreover, select the primary currency to be used in Vtiger CRM
7. Select the installation directory from the Cull Install Location page. It's c:\program files\ past default
8. Click on Side by side and Select Kickoff Menu Folder page. If you don't want to create a beginning carte du jour folder, click the checkbox.
9. And so, Click on the Install button to start the installation process. Therefore, one time installation is over, start the vtiger crm server. Further, it will launch a command window.
ten. Now Vtiger installation is over and started. Most importantly, skip to the department using the Configuration Wizard.

Your windows computer or server has installed Vtiger CRM now. Further, installation completed using the prepackaged windows installer. Additionally, installation sorcerer steps allowed to set up Apache web server. Moreover, it allows PHP scripting language and MySQL database engine.

Installation of Vtiger CRM on Windows from Source

A Windows based spider web server environment can download and install Vtiger source code. Additionally, it installs along with Apache, PHP, and MySQL configuration. Farther, information technology requires XAMP or WAMP stack already installed and configured. To clarify, then only it helps open source software. Moreover, if you lot are not familiar with these, try using the Windows installer. Well-nigh importantly, requires technical familiarity with administering Apache, PHP, and MySQL.

Organization Requirements for Installing on Windows from Source

Hardware - Intel x86 with 512 MB RAM or more and at to the lowest degree 250 MB of disk space
Spider web Browser - Firefox 2.ten and above, Internet Explorer six and seven, Google Chrome
Web Server - Apache version 2.0.40 or higher or Microsoft IIS 5 or higher
Database - MySQL version iv.i.10 through 5.i.x
PHP - version 5.0.10 through 5.2.ten

Checking the System Configuration

Check for the proper organization configuration before getting the source code and extracting it.

GD
OpenSSL
IMAP
Curl
Zlib

Mandatory
Optional
Mandatory
Optional
Mandatory

Charts and graphs generation are dependent on this library
Imap with OpenSSL should be enabled in case Mail service server needs to be continued via SSL
Webmails Module is dependent on this library
Needed for data transfer
For compression

Variable
zend.ze1_compatibility_mode
allow_call_time_reference
error_reporting
safe_mode
display_errors
file_uploads
max_execution_time
memory_limit
log_errors
output_buffering
register_globals
short_open_tag

Value
off
on
E_WARNING & ~E_NOTICE
off
on
on
600
32M
off
on
off
On

Files, Folders and subdirectories:

config.inc.php
tabdata.php
install.php
test/user/
parent_tabdata.php
enshroud
storage/
install/
cache/images/
user_privileges/
Smarty/enshroud/
test/contact/
cache/import/
modules/Emails/templates/
test/logo/
Smarty/templates_c/
cron/modules/
examination/vtlib/
modules/
backup/
Smarty/templates/modules/
test/wordtemplatedownload/
logs/
modules/Webmails/tmp/
examination/production/

Now Vtiger CRM source code is downloaded and installed manually on a Windows computer or server.

Installing Vtiger Open Source CRM on Linux Operating System

Linux operating systems have many distributions and dissimilar versions. Vtiger CRM can exist installed on Linux Host using the LAMP stack which already includes the essentials of open source CRM software usage. The near commonly used version with a large community and easy to use is Ubuntu and the latest Long Term Back up (LTS) release, 10.04 chosen Lucid Lynx is used, every bit it includes uniform versions PHP and Vtiger. All instructions will be given using the control line and it is recommended to use these exact instructions on your desktop.

System Requirements for Installing on Linux

Hardware - Minimum: PC with at least x486 Pentium iv with 256 MB RAM and 200 MB free deejay space. Recommended: x486 Pentium 4 with 512 MB RAM and 500 MB costless disk space and 1 GB is highly recommended
Web Browser - Google Chrome, Firefox 1.5.x and above
Operating system - Debian four.0/5.0, Centos upward-to five.ii, Fedora Core 6/9 (Ubuntu is a Debian-based system).

Installing Vtiger open source CRM on Linux from source

Installing and configuring Vtiger on an Ubuntu Linux 10.04 LTS arrangement by installing the required Apache, PHP, and MySQL packages and then installing the Vtiger Source Code. Information technology's not guaranteed that earlier versions of Ubuntu will piece of work properly. If it doesn't work, upgrade the Ubuntu version or download the latest version and install it.

Exist familiar with the apt-get process of installing packages to perform installation on Ubuntu Linux. The packages will be installed from Ubuntu servers over the Internet, then connect your Ubuntu computer to the Net. Vtiger CRM can be installed and configured by a tech savvy person on a Linux system. The installation would exist successful only by installing through the tested steps.

Getting Started with Vtiger Open Source CRM

Start inbound company- related data like our contacts, our leads, our accounts—all that good stuff.

A. Inbound Company Information
Entering your company data is the get-go thing to do through Settings. This data will be used on system correspondence like template emails and PDF documents such every bit invoices and purchase orders.

B. Importing Client Data
Now y'all are ready to first importing client data, start importing some leads. This process is the same for importing leads, accounts, contacts, and potentials. You can only import a .csv file (comma separated values) to make sure that you save the excel file in CSV format before trying to import information technology. Information technology also helps to have meaningful headers in your data. This will make the data mapping procedure easier. Endeavour importing only a few records before importing everything just to make sure yous've mapped everything properly. Also, use a CSV file format that wraps all of the values in commas so they tin comprise commas. Prepare CSV file neat with meaningful headers and offset the procedure past clicking Import icon from Sales | Leads. Some of your leads are imported into Vtiger. Use the same procedure to import accounts, contacts, and potentials. Each of them will have their unique set of fields to deal with.

C. Creating Users and Setting

Permissions A very smart office-based security model is available in Vtiger. Users tin be created with following different access:

Create complex permission structures by creating whatever custom fields that can be included in the structure. User model consists of profiles, roles, and users. Past default, in that location are four profiles in Vtiger - Ambassador, Sales, Back up, and Guest. Setting up your team in Vtiger CRM by creating relevant profiles, roles, and users for the team.

Setting upward User Permissions

Set upwardly the Sales Manager with total access and a sales representative with partial access to the sales profile. Go to Settings | Profiles and Click the New Profile button. Create a user that has view-merely access to everything, perchance for an investor. Yous may also have a partner company who sends leads and yous want them to have view / create / edit access to leads.

D. Configuring E-mail
Vtiger CRM sends email messages automatically from time to time, like agenda result notifications, letters generated past workflow, etc,. Configure the Approachable Server settings in the Settings department. Click the Edit button if this is not your starting time time and fill out the fields for Gmail SMTP server. If you are not using Gmail email service, never specify port number and click Relieve. Now your Vtiger CRM is ready to send outgoing messages.

Setting up the Mail Client

Fix the Webmail client to check out incoming e-mail from inside Vtiger. Go to My Home Page| Webmail and link Incoming Post Server Settings, if information technology's your first time. If it'southward non your first time logging in, go the IMAP server information from your e-mail service provider or from your in-house IT managing director or system ambassador. Fill out all of the information required, such as the server proper name/IP address and SSL options and click on Save. Now view the email in our inbox without leaving Vtiger from My Abode Page | Webmail.

E. Configuring Vtiger CRM Backup
Configure the backup to protect information and time invested into Vtiger. Backup feature of Vtiger secures information and the processes which accept been set in identify in Vtiger CRM. Become to Settings | Backup Server and initially set up local backup by creating a backup folder. Enter that location into the Backup Location field on the Fill-in Server screen. Gear up a backup to an FTP server to have an onsite and an offsite fill-in for the database. Get the FTP server details from your FTP hosting provider or system administrator or your IT person. Your Vtiger open source CRM is gear up to backup onsite and offsite now.

Configuration files and stored documents volition not be backed up past this process. Vtiger CRM'south entire file arrangement backup can be done by System ambassador through a regular backup schedule ready up. Information technology volition back upwards CRM data to a folder on the local hosted computer. A remote FTP server backup will protect information from whatever physical disaster from the Vtiger CRM hosted location.

Wrap Up

Vtiger Open Source CRM can be installed in your first try with the assistance of given instruction. In one case installed and configured, Input your Data and Piece of work Effectually to become started. Showtime using Vtiger Open up Source CRM in twenty-four hour period-to-twenty-four hours business life hands, stay updated with your visitor information and continue information of reports at your fingertip. This commodity walks you through each step of the Vtiger open source CRM installation and configuration. Go to know more about the various Vtiger Open Source CRM extensions here. If you need any questions or enquiries, please write to us [electronic mail protected]

Source: https://www.smackcoders.com/blog/step-by-step-procedure-of-vtiger-crm-installation.html

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How To Install Vtiger Crm On Windows

Unbinding the Mastership - Vtiger CRM Installation

Installing Vtiger on Windows Operating System

System Requirements for Installing Vtiger open Source CRM

Installation Prerequisites for Vtiger Open Source CRM: