Vtiger Installation And Configuration

By | August 25, 2009

Vtiger Installation And Configuration

vtiger CRM is an CRM application that was forked from SugarCRM with the intention of being a fully open source CRM application with comparable functionality to SugarCRM and Salesforce.com. It offers reporting, a customer portal and an Outlook plugin in its free edition, whereas those functions are in paid versions of the other CRM applications.

* Sales automation (customizable product entries, inventory management, quotations, billing, and trouble ticketing)

* Customer support & service functions, including a customer self-service portal

* Marketing automation (lead generation, campaign support, knowledge bases)

* Analysis and reporting

User interaction features include:

* Integration with corporate E-mail systems (plugin for Microsoft Outlook, Mozilla Thunderbird extension)

* Support of the Asterisk PBX phone system

* Calendaring

* Tag cloud functionality

* RSS feed suscription

* PDF document generation via the TCPDF library

In addition, vtiger features multiple database support, security management, and various web forms. The project is available in over 15 different languages.

Interface similarities between vtiger and the CRM module of the Zoho Office Suite have been noted. However, this seems to be attributable to common corporate sponsorship, not to a common software code base

Technology

vTiger is built on the LAMP/WAMP (Linux/Windows, Apache, MySQL, and PHP) stack with code from other open source projects such as SugarCRM. The core development team of vtiger CRM is based in Bangalore, India.

Installation Of Vtiger without Apache and Mysql on Linux Box

Requirement

Linux box should have a running Apache server and Mysql server. Both should be updated to the latest version.

System should have adequate resource for running the vtiger.

System need to have the latest php version installed with apache.

Installation Steps,

1. Download latest vtiger source .tar.gz from the site.

http://www.vtiger.org/

http://vtiger.com/

2. Save it on a temporary location.

3. Ungzip the package using the command,

#  tar -xvjf <package name>

4. Once the package is extracted move into the preferred apache location. (Here i have a separate /var/www/html/vhost/vtiger/vt directory where apache can access)

# mv <extract package> /var/www/html/vhost/vtiger/vt

5. Create a new database and user for vtiger on mysql .

# Login into mysql

# mysql -u root -p (use this where mysql root password is set)

# mysql> create database vtigercrm;

# mysql> grant all privileges on vtigercrm.* to vtigeradmin@’%’ identified by ‘password';

Login into the mysql using the new user and confirm the validation.

6. Configure the apache to locate the “vt directory”.

Create a new file under /etc/httpd/conf.d/vt.conf

Add the following lines into vt.conf file under apache/conf.d.

NameVirtualHost 192.168.0.252:80

<VirtualHost 192.168.0.252:80>

ServerName vt.talk2melbin.com:80

ServerAlias www.vt.talk2melbin.com

UseCanonicalName Off

ServerAdmin “melbin.mathew@talk2melbin.com”

DocumentRoot /var/www/html/vhost/vtiger/vt/

</VirtualHost>

* If you have already mentioned the name virtual host on apache conf, no need to mention the namevirtualhost field again.

* 192.168.0.252 is the ip address of the apache server.

* vt.talk2melbin.com should be given correctly on the DNS server. so as on calling the url on the web browser it will directly display the vtiger login page.

* To resolve the domain name, temporarily give the domain name on /etc/hosts file

192.168.0.252 vt.talk2melbin.com

192.168.0.252 www.vt.talk2melbin.com

7. Once the configuration part is done. Call the www.vt.talk2melbin.com on the web browser. It will prompt for the installation procedure. Follow the instruction and make all the required parameters to yes.

8.Give the required field like password ,database user name, url and finish.

Once the vtiger is installed,  we are able to login into the vtiger console using admin user name and password. Create new user login’s and set the email server parameters from the admin console.

Melbin Mathew

I am Melbin Mathew, Systems Engineer from Kerala, India. I live with my parents, daughter and my wonderful wife. I graduated in 2004 with a bachelor’s degree in Electronics and Hardware from Mahatma Gandhi University, Kottayam and completed certification in MCITP, RHCE, CCNA, VCP ...Read More
Category: Linux

About Melbin Mathew

I am Melbin Mathew, Systems Engineer from Kerala, India. I live with my parents, daughter and my wonderful wife. I graduated in 2004 with a bachelor’s degree in Electronics and Hardware from Mahatma Gandhi University, Kottayam and completed certification in MCITP, RHCE, CCNA, VCP ...Read More

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  • Dilip

    can we separate vtigercrm leads …campaign wise?? If yes how can that be achieved?

    Regards
    Dilip