Wednesday, May 27, 2009

vtiger CRM Installation How Tos

Installation How To's
From vtiger.com
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Contents
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* 1 How to auto-start vtiger CRM as a Service in Windows OS
* 2 cannot sign out properly
* 3 How to install vtiger CRM on a hosting service
* 4 How to backup vtiger CRM database?
* 5 Error while installing imap-2001. Quitting setup ...
* 6 How to Restore back up database
* 7 How to install vtiger CRM on Debian server?
* 8 How to translate vtiger CRM 5?
* 9 How to translate and support RTL in vtiger?
* 10 When having installed the Vtiger using safe mode off, can I switch it on to safe mode? If no, why is the safe mode = off needed?
* 11 How to run VTiger behind my router and Firewall?
* 12 How to apply patches?
* 13 How to install language packs?
* 14 How to set languages
* 15 How to configure vtiger CRM notification scheduler in Windows?
* 16 How to make vtiger accessible to other users?
* 17 How to install multiple instances of vtiger CRM
* 18 100 notices after install on Windows SBS2003
* 19 Is it possible to upgrade v5 RC1 to the GA release using the built in Migration tool?
* 20 Login does not work. Page always refreshes.
* 21 Is vtiger Macintosh friendly?
* 22 During install on my linux,vtiger/install.php informs me that GD Graphics are not installed.
* 23 How to run VTiger with zero setup using the VTiger JumpBox
* 24 How to do Installation on Freebsd
* 25 How to do Installation on GoDadday

How to auto-start vtiger CRM as a Service in Windows OS

Ans: Running the startvTiger.bat file will start the Apache and then MySQL Server. The vtiger CRM Apache and MySQL servers can be started as a service, so that every time on rebooting the machine, the Apache and MySQL server will be started by automatically.

To start MySQL as a service:

1. Stop the MySQL server if already running.

2. Install the MySQL Service:

C:/bin>mysqld-nt --install --port=

Ex: mysqld-nt --install vtigerMySQL --port=3306

3. Start the MySQL service:

Once a MySQL server is installed as a service, Windows will start the service automatically whenever it is started. The service also can be started immediately from the Services utility, or by using the command NET START

Ex: net start vtigerMySQL

For more details about installing and starting the mysql as a sever, refer to:

http://dev.mysql.com/doc/mysql/en/Windows_start_service.html

To start Apache as a service:

1. Stop the Apache Server if already running.

2. Install apache as service:

C:{Apache Installdir}>/bin apache -k install -n -f

3. Starting the installed Apache Service:

C:{Apache Installdir}>/bin apache -n -k start

cannot sign out properly

Most likely you have assigned a backup server (Settings->Backup Server Settings). This will force the CRM to make a full backup every time you klick on the Logout button. If the backup server can not be reached, or if the backup takes to long an error message will occure. You may check you backup settings.
How to install vtiger CRM on a hosting service

Please refer to the vtiger CRM Source Installation procedure underInstallation Manual
How to backup vtiger CRM database?

Under Settings >Other settings> Backup Server, configure the BackUp Server option.

The backup file will be present in the home directory of the ftp server that you have specified during the backup server configuration. The name of the backup file will be in the following format: backup_date_time.sql
Error while installing imap-2001. Quitting setup ...

on Debian you need to install the uw-imapd package to get over this.
How to Restore back up database

TBS
How to install vtiger CRM on Debian server?

TBS
How to translate vtiger CRM 5?

Please refer to: Translating vtiger CRM 5 Document
How to translate and support RTL in vtiger?

To be Started
When having installed the Vtiger using safe mode off, can I switch it on to safe mode? If no, why is the safe mode = off needed?

Ans:All prerequisites are essential for installation/working with product.
How to run VTiger behind my router and Firewall?

I have enabled port forwarding on my router but Apache doesnt like it. Has anybody configured this in this manner? I have googled this but seems that none of the suggestions that poeple have posted work. Ans:I changed the port from what I was trying to use 8181 to port 85 and worked perfect. I tried a bunch of low number port 81-100 and they all worked. Dont ask me why but they work. I think I remember reading somwhere that Apache does something with high ports or something.

1. Issue1:I have a Netgear FVS318 Router/VPN/Firewall in case that makes a difference. I think though that the problem is apache because we are routing ports with the same router for other applications and they work great.

Italic text


UPDATE :

-- This problem is not apache related.

This problem is due to the internal interface reserving port 80 for web related traffic. if you mapped port 80 on the internal interface of the Netgear and the router accepted this setting you would find that you could view the internal web server from the external site.

In this sencario it would be Http://yourulr.com:8181 ( which then gets forwarded to internaladdress:80 )but the problem would arise if then internalip attempts to any external page as that would mean = internalIP:80 would then translate to extrenalIP:8181.

This would result in no Web browsing.

This is simply due to 2 things :

One : Your router is a cheap home router that doesnt allow you to do crazy things to mess up your internet connection .

Two : you should have a public IP address if you want to do this so you can create a static route between the public IP and the web server on port 80 external and internal ( ideally 80 outside , 80 inside ).

Hope that helps.


Issue 2: have my domain on the internet. WWW.mydomain.com I have my VT server behind a firewall. The firewall has a route in it that allows traffic to the VT server. From the lan side of the firewall I can use MailMerge just fine with my config.inc.php setting to the internal ip address of the VT server. I cannot however use mailmerge outside my lan. I get the document can't be downloaded message.

Basically, your vtiger server is just a web server / mysql server with it's own IP address -- actually, it should have an internal address: 192.168.0.1 or something, and then your firewall / router has an external address like: 68.4.4.200 or whatever -- those are made up numbers.

So, first off -- test to see whether from within the lan you can see your vtiger by it's IP address -- the external address. Then do the same experiment outside the LAN with the same external IP address.

If you've got your dns setup correctly -- same thing -- you might have a sub-domain called crm -- you'd have some sort of re-direction setup then -- crm.yourdomain.com would translate to your IP address as above. Should work the same, whether it's outside the lan or inside.

If you're hitting your server from inside with something like: http://crm -- then you've most likely have a hosts file entry on your local machine that's superseeding the DNS. _________________
How to apply patches?

Please refer to: vtiger CRM - Database Migration Procedure
How to install language packs?

Ans: Please follow the procedure given below:

1. Download the required language pack from:

http://vtiger.com/index.php?option=com_content&task=view&id=30&Itemid=57

2. Extract the language files to directory in your vtiger CRM server.

3. Modify the config.inc.php file present under directory, add a value for your language language in "languages" array as given below:

For example, if you are installing Brazilian Portuguese language then modify the $language as given below:

$languages = Array('en_us'=>'US English',
'pt_br'=>'Brazilian Portuguese',);

Note: If you want Brazilian Portuguese as a default language,

change,

$default_language = 'en_us'; as

$default_language = 'pt_br';

4. Save the file.

5. Open vtiger CRM in Web browser.

6. In Login page, select the Brazilian Portuguese from the Languages drop-down list to display the Brazilian Portuguese language.

Note: vtiger CRM provides the following language packs:

1. Brazilian Portuguese (V 4.2) - pt_br

2. Danish (V 4.0) - dk

3. Dutch (V 4.2) - nl_nl

4. French ( V4.0) - fr_fr

5. German (V 4.2) - de_de

6. German (Swiss) (V 4.2) - ge_ch

7. Italian (V 4.2) - it_it

8. Spanish (Argentina) - es_ar

9. Traditional Chinese - (V 4.2) - zh_tw
How to set languages

Ans: Extract the language files into vtiger CRM home directory. Afterwards, modify the config.php file present under vtiger CRM Home and add the following for $languages array.

$languages = ('en_us'=>'US English','pt_br'=>'Brazilian Portuguese');

Save the file.

Open the vtiger CRM Login page, select the required language from the Languages drop-down list. Now the user interface is displayed in your favorite language.
How to configure vtiger CRM notification scheduler in Windows?

Ans: To configure the notification schedulers, follow the procedure given below:

Following schedulers (name) are used for notifications:

* vtiger CRM Notification Scheduler
* vtiger CRM Email Reminder

These schedulers automatically created when you use the installation setup of vtiger CRM, but you need to configure manually while installing the vtiger CRM Source.

1. To configure the vtiger CRM Notification Scheduler, Go to the Control Panel --> Scheduled Tasks --> Add Scheduled Task , select intimateTaskStatus.bat from the /htdocs/cron/ directory. Specify the convenient time to run this job.

Note: when you use the vtiger CRM installation, the time has been set as one minute.

2. To configure vtiger CRM Email Reminder, Go to Control Panel --> Scheduled Tasks --> Add Scheduled Task, select the SendReminder.bat file from the /htdocs/modules/Activities/ directory and specify the convenient time to run this job.

If you are using the vtiger CRM installation, the scheduler will run every day at 11.00 AM every day.

Now, you have scheduled the tasks, but to execute these tasks you have to specify the path of your PHP and Apache installation paths.

For this, edit the intimateTaskStatus.bat file located under /htdocs/cron/ directory.

1 @echo off
2 cd ..
3 ......phpphp.exe intimateTaskStatus.php

Remove the second line and modify the third line to specify your PHP & Apache path. For e.g. if you installed PHP & Apache under C://Program Files directory, your third line should be modified as:

3 "C:Program Files/php/php.exe"
"C:Program Files/Apache/htdocs/vtigercrm/cron/intimateTaskStatus.php"

Please open "SendReminder.bat" located under /htdocs//modules/Activities" directory:

1 @echo off
2 cd ....
3 ......phpphp.exe SendReminder.php

Please remove the second line and modify the third line to specify your PHP & Apache path. For e.g. if you have installed PHP & Apache under the C://Program Files directory, your third line should be modified as:

3 "C:Program Files/php/php.exe"

"C://Program Files/Apache/htdocs/vtigercrm/modules/Activities/SendReminder.php"

Please don't use the line numbers, which are mentioned only for easy understanding.
How to make vtiger accessible to other users?

For a time being it is installed on my laptop. I would like the others from the internal network to test it too. I do not know which adress they should type in the browser.

Ans: Your network companions must use your IP address instead of localhost. You can type the command "ipconfig" in a dos window to see your ip address (or) "ip address list" in a linux shell). If your address is 192.168.0.5, they can reach your vtiger instance via http://192.168.0.5:88/ or http://192.168.0.5:81/
How to install multiple instances of vtiger CRM

Description: I need to install 2 (maybe more) instances of vtiger on one server. Can anyone maybe help me with the best way to do this. Should I use the windows installer to create another instance of vtiger or should I do a manual install on the same instance. What would be the best in ease of maintenance and speed.

Ans: Best way is to first install EXE installer and then make a copy of the vtiger CRM source in another folder in your document root. Then follow the Source installation procedure for the second instance.
100 notices after install on Windows SBS2003

Ans: TBS
Is it possible to upgrade v5 RC1 to the GA release using the built in Migration tool?

Ans:Here is the database changes from 5RC to 5GA.

The attached file contains the database changes which were made after 5RC ie., these are all the database changes between 5RC to 5GA. please unzip this file in vtigerCRM root directory. Then [b:74d5926681]rc_to_ga_dbchanges.php[/b:74d5926681] file will be saved under [b:74d5926681]modules/Migration/[/b:74d5926681] Now go to Settings -> Migration Wizard then the URL will be like

http://mickie:90/index.php?module=Migration&action=MigrationStep1&parenttab=Settings Now change the action to [b:74d5926681]rc_to_ga_dbchanges[/b:74d5926681] like as follows http://mickie:90/index.php?module=Migration&action=rc_to_ga_dbchanges&parenttab=Settings

Now the needed database change queries will be executed over the currently using database(for this you have to use the 5RC database which you want to modify) so that the RC database will be modified to suit with GA database.

Or you can copy and execute the queries (from modules/Migration/rc_to_ga_dbchanges.php file) directly in RC database.

This migration is only for those who did not run the migration from 4.2.3 to 5RC using the migration script provided in the 5RC release ie., if you have installed 5RC and you have data in it, and you want to use that data in GA release then you can use that database in GA release with this mentioned database changes. Before apply this database changes please take backup of your database.


Login does not work. Page always refreshes.

Ans: After login the new session is not getting created. Kindly enable cookies in your browser and try logging in.
Is vtiger Macintosh friendly?

As of now, we are providing vtiger CRM source distribution, which can be installed in Mac OS, provided you have compatible Apache, MySQL, and PHP configured properly. You can find the MAMP distribution from:

http://www.mamp.info/

Once you have MAMP configured properly you can install vtiger CRM in your Server root directory.

For more details, kindly refer to the following URLs:

Download: http://prdownloads.sourceforge.net/vtigercrm/vtigercrm-5.0.2.tar.gz?download

Documentation: http://www.vtiger.com/products/crm/help/vtigerCRM-Installation-Manual-Linux.pdf


_________________ Administrator: vtiger Forums Blog: http://blogs.vtiger.com/
During install on my linux,vtiger/install.php informs me that GD Graphics are not installed.

This is not the case. Any ideas why it would not recognise it?

Ans: vtiger crm requires GD Graphics libraries for Dashboards. Installing vtiger crm using the installer will install apache, mysql, php and gd version 2.0.28.

The problem experienced by you, will occur in the following scenarios:

1. If GD is not installed 2. GD is installed, but is not associated with the vtigercrm PHP.

Install gd graphics library version 2.0.28 and associate it with the vtigercrm PHP.
How to run VTiger with zero setup using the VTiger JumpBox

1. Make sure you are running one of the three major virtualization engines (Xen, Parallels or VMware)

2. Download the VTiger virtual appliance here-> vTiger JumpBox Virtual Appliance

3. deploy it on your particular virtualization infrastructure per the readme file. On the initial use follow the onscreen wizard to set the hostname and admin password.

4. That's it- access it using the hostname you set. Updates are handled by the JumpBox platform.

For more info, see www.JumpBox.com
How to do Installation on Freebsd

Ans:use /usr/ports/www/vtiger4 to install vtiger 4.2.4 and /usr/ports/www/vtiger - vtiger 5.0.2
How to do Installation on GoDadday

Thanks to richardhead for writing some documentation on it. Refer http://forums.vtiger.com/viewtopic.php?t=22778

You will have to login to forums.vtiger.com to see the attachment