vtiger510:Installation on Windows (wiki.vtiger.com)

 vtiger510:Installation on Windows

System Requirements

• Hardware Minimum: will run on PC with at least x486 pentium 4 with 256 MB RAM and 200 MB free disk space
• Hardware Recommended: x486 Pentium 4 with 512 MB RAM and 500 MB free disk space.
• Web Browser: Firefox 2.x and above Internet Explorer 6 and 7.
• Operating system:Windows XP,2003,Vista.

How do I choose right distribution?

Type Of User	Distribution Type
I am new to Web-based software – Beginners	vtigercrm510 exe
I have hands-on experience with MySQL and PHP-based applications – Advanced PHP Users/Developers/Hosting Service Providers	vtigrcrm510 tar.gz

Installation Prerequisites

• You must have "Administrator privileges" on the system. If you are installing without Administrator privileges, vtiger CRM software will not be installed properly.
• Before installing vtiger CRM software, stop the Apache and MySQL services.
• vtiger CRM software is compatible with Apache 2.0.40 , MySQL 5.1.x and above , and PHP 5.0x and above.
• 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

Installation steps on Windows

Step1: Download the vtigercrm-5.1.0.exe from vtigercrm510 exe
Now save this file and then run.
Step2: The installation process will start with the Welcome page, click next to continue with the installation.
Step3: Now it will show the license Agreement page, read the license carefully, then select the check box and click next to continue with the installation.

Step4: Clicking next button moved you to Apache Web Server Port Selection page, by default the apache port is 81. If the port is occupied by any other process it will show a message saying this port is not free please select any other free port. After giving the apache port click next.

Step5: Now it will show the MySql Connection Parameter configuration page. Here you have to provide the MySql port, User name and Password. By default port is 3307, If the port is occupied by any other process it will show a message saying this port is not free please select any other free port. The default User Name is root and password is empty, you can change them according to your convenience. After giving all the parameters click next.

Step6: Clicking next will direct you to the Choose Installation Location page, here you can select the installation directory. By default c:\program files\vtigercrm-5.1.0 now click on the next button.

Step7: Clicking next will show Choose Start Menu Folder page, select the check box if you don't want to create start menu folder. now click the install button.

Step8: Clicking install button will start the installation process. Here you can see the progress of the process.

Step9: As soon as the installation done it will start the vtiger crm server, it will launch a command window.

Step10: Once it will start all the necessary services and process (Apache and MySql), it will launch the vtigercrm client. To continue with Configuration Wizard Click here

How to start and stop vtigercrm5.1.0

Click here for start and stop the vtigercrm5.1.0

Using Source

System Requirements

• Hardware: Intel 80486 with 512 MB RAM or more and at least 250 MB of disk space.
• Web Browser: Firefox 2.x and above Internet Explorer 6 and 7
• Web Server Apache: version 2.0.40 or higher or Microsoft
• Database MySQL: version 4.1.x through 5.1.x
• PHP: version 5.0.x through 5.2.x

PHP Extensions

Following extensions should be enabled for your PHP setup

GD	Mandatory	Charts and graphs generation are dependent on this library.
IMAP	Mandatory	Webmails Module is dependent on this library.
Zlib	Mandatory
OpenSSL	Optional	Imap with OpenSSL should be enabled in case Mail server needs to be connected via SSL
Curl	Optional

PHP Configuration

Make sure to verify if your PHP configuration meets the recommended values.

Variable	Value
allow_call_time_reference	on
error_reporting	E_WARNING & ~E_NOTICE
safe_mode	off
display_errors	on
file_uploads	on
max_execution_time	600
memory_limit	32M
log_errors	off
output_buffering	on
register_globals	off
short_open_tag	On

File Permissions

Provide read-write access to the following files and folder (recursively):

NOTE: Read and Write permissions should be enabled for user/group who owns webserver process (like www-data or httpd or apache). If you are not sure about this, you can use (chmod -R a+rw) and enable Read and Write permissions to any user.

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

Proceed with the next step of installation by visiting index.php from the browser.

Installation Steps Using Source

If Apache (or IIS), MySQL, PHP setup exists on the server, download vtiger 5.1.0RC Source and extract to the webserver's Document Root (or public_html) After extracting, it will create a folder named as vtigercrm and copied all the files into that. After this just go to the browser and install the product

1. If you are using Apache (example:http://localhost:/vtigercrm)
2. If you are using IIS (example:http://localhost/vtigercrm)

For continuing with Configuration Wizard click here

NOTE: While using WAMP, keep vtigercrm source directory inside C:\wamp\www. Now start services (MySQL and Apache services) and go through browser to access vtigerCRM.

On IIS

How to Install IIS

please refer to this link for installing the IIS

Install and Configure PHP

Step1: Start by creating a directory into which you will extract the downloaded PHP files (php-5.2.6-Win32.zip). In this example I’m going to use C:\PHP as my installation directory. Then extract the files from php-5.2.6-Win32.zip into C:\PHP
Step2: Next locate the file ‘php.ini-recommended’ in C:\PHP and rename it to ‘php.ini’


Step3: Open the ‘php.ini’ file and find the line which reads extension_dir = “./” and change it to extension_dir = “C:\PHP\ext”. This tells PHP where the various extensions are located and as you can see the default path in the ‘php.ini-recommended’ file which ships with PHP points to the wrong location, so you need to change it.
You also need to add the location of your PHP directory to the server’s PATH environment variable so that Windows knows where to look for any PHP related executable (such as the PHP extension DLL‘s). To do this Right-click on My Computer, click Properties and on the Advanced tab click Environment Variables. In the Environment Variables dialog box, under System variables highlight the Path variable and click Edit.


Step4: Add ‘;C:\PHP’ (be sure to include the semi-colon separator) as shown here and click OK. You need to re-boot the server for this change to take effect.


After this make the necessary changes in php.ini to see the recommended php.ini values click here

Installing MySQL on the Server

Step1: Launch the mysql-5.0.51a-win32 installer file to start the MySql setup wizard.


Step2: Click Next and then choose a custom installation as this will allow us to specify an installation directory of our own choosing. In this example I will be using installing MySQL into the ‘C:\MySQL’ folder.


Step3: On the Custom setup dialog box click Change to specify the preferred installation directory.


Step4: Select the directory you want to use and then click OK to go back to the Custom setup dialog box.


Step5: Click OK. MySQL is now ready to be installed. Click Install to begin the installation.


Step6: At the MySQL.com Sign Up screen click Skip Sign-Up and then click Next.


Step7: On the next dialog box ensure that ‘Configure the MySQL Server now’ tick box is checked and click Finish.


Step8: The Server Instance Configuration Wizard is now launched. Click Next to begin configuring your MySQL server.


Step9: Choose Detailed Configuration and click Next.


Step10: In this example I am installing MySQL on the same machine as my IIS web server so I opt for the Server Machine option. Choose a server type which is appropriate for your requirements and click Next.


Step11: Choose the type of database which best suits your needs and click Next.


Step12: Leave the default setting of the MySQL installation path for the InnoDB Tablespace settings (unless you wish to change it) and click Next.


Step13: Select the appropriate number of concurrent connections you want to allow and click Next.


Step14: Leave the default networking options settings (unless you have reason to change them) and click Next.


Step15: Choose the appropriate character set for your requirements and click Next.


Step16: On the Windows options dialog box ensure that both ‘Install As Windows Service’ and ‘Include Bin Directory in Windows Path’ tick boxes are selected and click Next.


Step17: In the security options dialog box ensure that ‘Modify Security Settings’ is ticked and type in your new root password. Decide whether or not you wish to allow root access from remote machines or create an anonymous account and click Next.


Step18: If you are happy with the choices you have made click Execute to begin configuring your server.


Step19: Once the Configuration Wizard has finished click Finish to begin using your new MySQL server.

How To Use IIS

• Go to start menu -->Administrative tools --> Internet Information Service
• Now right click on website tab

• Give site name as per your convenience and click on next button

• Remain the parameters as per they are in image and click on next button

• Choose website home directory by default is (C:\Inetpub(you should kept your vtigercrm folder in this folder))

• or you can choose your new folder for that and click next button

• Now click on finish button to finish the IIS installation

• You have to make some changes in properties
• So,you have to right click on the newly created website and move it to properties

• In the properties go to home directory and give the permissions according to the screen shot

• Now click on the configuration tab
• New window will appear and in new window click on browse button
• Make sure that you added .php Application Extensions

• Click on documentation tab and add index.php for default content page

• Now change some permissions again move to new website and right click on that and select the permission tab

• Select users and give all the permissions according to the screen shot

• Now click on the Web services extensions and make sure that php extension is there not
• Click on a add a new web service extension

• Add the new web service extension acording to the step given here click on add

• Now browse the extension

• After that allow the web service extension

• Now go to browser and give localhost you can see the configuration page of vtigercrm

 =======================================================================

Client Installation Screen Shots

• Follow the screen hosts below to configure vtiger installation

• Click Install to start the installation process of vtigerCRM

• Click next button to accepting the License agreement of vtigerCRM

• This page will check the php.ini values as per recommended and displays the php version . Click next button to continue with the installation.

• Before clicking next button select what modules to be installed in the vtigerCRM510 and click next button

• This page is for the database configuration ,Here you have to provide the MySql User name and Password.

The default User Name is root and password is empty, you can change them according to your convenience.

• After giving all the parameters click next button.

• This page will show the confirmation settings of previous database configuration and click populate database with demo if you want to install with demo data or ignore it if you want to install with out demo data and click next button

• This page shows where the configuration file(config.inc.php)is located and tells about how much time it will take to install
• Click next button to continue with installation

• Click finish button to complete the installation of vtigercrm5.1.0

• This is the Login page for the vtigercrm5.1.0 you have to give the user name and password to login to the vtigerCRM510
• Default vtigercrm user login details.

username : admin
Password : admin

• After login to vtigercrm5.1.0 the page will appear like the above screen shot.
• Now you can start work with vtigercrm5.1.0

PHP

PHP Extensions

Following extensions should be enabled for your PHP setup

GD	Mandatory	Charts and graphs generation are dependent on this library.
IMAP	Mandatory	Webmails Module is dependent on this library.
Zlib	Mandatory
OpenSSL	Optional	Imap with OpenSSL should be enabled in case Mail server needs to be connected via SSL
Curl	Optional

PHP Configuration

Make sure to verify if your PHP configuration meets the recommended values.

Variable	Value
allow_call_time_reference	on
error_reporting	E_WARNING & ~E_NOTICE
safe_mode	off
display_errors	on
file_uploads	on
max_execution_time	600
memory_limit	32M
log_errors	off
output_buffering	on
register_globals	off
short_open_tag	On

File Permissions

Provide read-write access to the following files and folder (recursively):

NOTE: Read and Write permissions should be enabled for user/group who owns webserver process (like www-data or httpd or apache). If you are not sure about this, you can use (chmod -R 777) and enable Read and Write permissions to any user.

• config.php
• install.php
• migrate.php
• parent_tabdata.php
• tabdata.php

• cache/
• install/
• logs/
• modules/
• storage/
• test/
• user_privileges/
• Smarty/templates
• Smarty/templates_c/

Proceed with the next step of installation by visiting index.php from the browser.

On Hosted Server

System requirements

• Web Server: Apache version 2.0.40 or higher or Microsoft IIS version 5 or higher
• Database: MySQL version 4.1.x through 5.1.x
• Scripting: PHP version 5.0.x through 5.2.x
• Web Browser: Microsoft IE 5.5/6.0, Firefox 1.5.x or above

Installation Guide

You can download vtigrcrm510 tar.gz from here

• Check here for the PHP file extensions and permissions
• Extract the vtiger_CRM_5_1_0.tar.gz file into the document root of the Apache/IIS server.
• Now you can access the product through browser by giving like this (http://yourdomain.com/vtigercrm)
• Click hereto continue with the configuration wizard