Step-By-Step Install Guide VtigerCRM On Linux v1.0

Global Open Versity ICT Labs Install Guide Vtiger CRM on Linux v1.
Global Open Versity

IT Systems Integration Hands-on Labs Training Manual
Step-By-Step Install Guide Vtiger CRM on Linux

Kefa Rabah
Global Open Versity, Vancouver Canada
krabah@globalopenversity.org
www.globalopenversity.org
Table of Contents Page No.
STEP-BY-STEP INSTALL GUIDE VTIGER CRM ON LINUX 2
Introduction 2
Hands-on Labs 2
Part 1: Install & Configure VtigerCRM 2

Step 1: Download and Install Vtiger 3
Step 2: Create Vtiger Database 4
Step 3: Install Vtiger CRM 4
Step 4: Configure Incoming Mail Server 15
Step 5: Configuring Outgoing Mail 18
Step 6: Add Users who can Login to Vtiger CRM 20
Part 2: Add Accounts on Vtiger CRM 22

Step 1: Adding Sales Account 22
Part 3: Install and Configure Vtiger Thunderbird Plugin 23

Step 1: Introduction 23
Step 2: Install Thunderbird Plugin 23
Step 3: Thunderbird Toolbar Customization 25
Step 4: Configure Vtiger CRM Login from Thunderbird Mail Client 26
Step 5: Adding E-mail messages to Vtiger CRM 27
Part 4: Hands-on Labs assignments 29

Web Content Management Training 29
Linux Administration Training 29
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© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada
www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

Global Open Versity ICT Labs Install Guide Vtiger CRM on Linux v1.0
Global Open Versity

IT Systems Integration Hands-on Labs Training Manual
Step-By-Step Install Guide Vtiger CRM on Linux

By Kefa Rabah, krabah@globalopenversity.org Sept 16, 2010 GTI Institute
Introduction
Vtiger CRM is an Open Source CRM software appropriate for small and medium organizations. With it
you can manage your company wide CRM and Inventory Management activities effectively, including
sales force and marketing automation, customer support and service, and procurement. There are many
tools and add-ons that will assist you in enhancing your organization's business productivity. Some of
them are MS Outlook, MS Office and Thunderbird integration, Customer Portal, RSS and others.
Vtiger CRM Advantages: being extremely easy to use is perhaps one of the most important advantages of
Vtiger CRM. Compared to Sugar Suite, Vtiger CRM loads faster. Vtiger's user interface is more intuitive
and easier to use. The necessary software, such as Apache, MySQL, and PHP are integrated, and
executables are made available both for Windows and Linux operating systems. The vTiger CRM
software provides Open Source add-ons for Microsoft Outlook, Mozilla/Thunderbird, Microsoft Word, and
Customer Portal, which add more value to the end-users by providing many enterprise features. The
Software is absolutely FREE and does not require any up-front investment. It allows pre-sales and post-
sales activities be integrated in a single application and provides rich user-experience with product
customization and excellent customer support.
Hands-on Labs
In hands lab you’ll learn how to install and configure Vtiger CRM on Linux CentOS 5. It’s assumed that
you know how install and configure Linux CentOS5. It’s also assumed that you know how to install DNS
server and Sendmail mail server and Thunderbird mail client. I’ll show you install and configure Vtiger
Thunderbird Plugin. Upon completion of this lab season you should have gained competence and
capability to work with Linux CentOS 5 server and install Vtiger CRM with Thunderbird plugin.
Part 1: Install & Configure VtigerCRM

In this hands-on lab session we installed Linux CentOS5 server running our Sendmail messaging server,
powered Bind9 DNS server. On the same server we’ll install Vtiger CRM.
Domain name: govcrmhosting.com

POP/AMP server: mail. govcrmhosting.com
SMTP server: server03.govcrmhosting.com
IP address: 192.168.83.5
Note: for testing over the Internet use public IP address.
2

To get started, just perform the following steps.
Step 1: Download and Install Vtiger

1. Hope over and download the latest Vtiger (at the time of writing this hands-on manual) "vtigercrm-
5.1.0.tar.gz" from the following URL:
http://sourceforge.net/projects/vtigercrm/files/vtiger%20CRM%205.1.0/Core%20Product/vtigercrm-
5.1.0.tar.gz/download
http://www.sourceforge.net/projects/vtigercrm/.
2. Copy and extract the "vtigercrm-5.1.0.tar.gz" file into the document root of the Apache
"/var/www/".
cp vtigercrm-5.1.0.tar.gz /var/www/html/
cd /var/www/html
tar –zxvf vtigercrm-5.1.0.tar.gz
3. Please ensure that following files/directories have Read/Write permissions (i.e., of file attribute
"777"):
chmod –R 777 config.php

chmod –R 777 /cache/
Do the same to the following folders:
config.inc.php
tabdata.php
install.php
parent_tabdata.php
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/
3

test/wordtemplatedownload/
test/product/
test/user/
test/contact/
test/logo/
logs/
modules/Webmails/tmp/
Step 2: Create Vtiger Database

1. Start the MySQL database and create a database for Vtiger CRM. The default database name is
"vtigercrm510". If you want to use different database then modify the "2setConfig.php file
present under the "<vtiger CRM Home>/install/" directory as given below in all the places.
$db_name = 'vtigercrm10';
to
$db_name = '<your database name>';
Note: there should be only two locations to change the "db_name"
2. In the "connection.php" file present under the <vtiger CRM Home> directory, populate the
values for the following variables:
$mysql_username
$mysql_password
$mysql_port
$apache_port
For example, in our case, we have:
$mysql_username = 'root';
$mysql_password = 'password';
$mysql_port = '3306';
$apache_port = '0.0.0.0:80';
3. You’re done with this section.
Step 3: Install Vtiger CRM

4. Fire-up Web browser and go to URL: http://localhost/vtigercrm/install.php. And then follow the
"Welcome to Configuration Wizard" which will guide you in completing the Vtiger CRM
installation. Click on the Install button to begin Vtiger installation, see Fig. 1.
4

Fig. 1: Welcome to configuration Wizard
5. From Fig 2, read & accept the license and then click Next to continue
5

Fig. 2: Read and accept the license.
6. From Fig. 3, Check and verify that you have no errors and that you meet all the prerequisites, and
then click Next to continue.
6

Fig. 3: Ensure that you meet all the requirements.
7. From Fig. 4, Select Optional Modules to install, and then click Next to continue.
7

Fig. 4: Select Optional Modules to Install
8. From 5, enter Database Information and CRM Configuration, and then click Next to continue.
8

Fig. 5: Enter Database Information and CRM Configuration
9. From Fig. 6, Verify your Database Configuration, Site Configuration and User Configuration. You
also have the option to Populate database with demon data.
9

Fig. 6: Verify installation configurations
10. From Fig. 7, Configuration File Creation and successfully installation screen, click Next to continue.
10

Fig. 7: Successfully installed VtigerCRM
11. From Fig. 8, click on the Finish button to complete the installation.
11

Fig. 8: Click Finish to complete installation.
12. You should be taken to Fig. 9, where you can login to newly minted Vtiger CRM.
12

Fig. 9: Vtiger Login page.
13. From Fig. 9, enter admin user credentials: username: "admin" and password "admin", and then
click on the Sign in button. You should be logged into Vtiger admin home page as shown Fig. 10.
Recall that we had installed demo, so go ahead and check out the VtigerCRM functionalities.
13

Fig. 10: VtigerCRM admin home page
14. From Fig. 11, click various menu tabs to access various configuration solutions.
Fig. 11 (a-d): My HOME PAGE, Marketing, Sales, and Support menus
14

Fig. 11(e-h): Analytics, Inventory, Tools, and Settings menus
Step 4: Configure Incoming Mail Server

If you have your own mail server then verify that all is ok, using "dig mx" command, as shown in Fig. 12.
Fig. 12: Use "dig mx" to test mail server

15

1. From Vtiger admin Home page, click Webmail menu to access Fig. 13, and then click the link Here.
Fig. 13: Click the link Here to configure incoming mail
2. Webmail in Vtiger supports IMAP over SSL starting from "vtiger 5.0.4RC".
Note 1: for those who don’t have their mail server but have gmail accounts, can configure their
outgoing email as follows:
Mail Server Name or IP: "imap.gmail.com"

Username: "your_gmail_user@gmail.com"
Password: "your_gmail_password"
Mail Protocol: IMAP2
SSL Options: SSL
Certificate Validations: "Do Not Validate SSL Cert"
Note 2: in our case and for this hands-on, we have deployed an internal messaging server powered
by Sendmail and Dovecot (IMAP/POP3) servers, see Fig. 14.
16

Fig. 14: Configuring incoming mail
3. You should now be able to access your Webmail client as shown in Fig. 15. From here you can
perform all your email related tasks.
17

Fig. 15: Accessing you Webmail inbox.
Step 5: Configuring Outgoing Mail

4. From Fig. 11, click Settings menu Æ Settings link, and then scroll down to Other Settings heading
and click Outgoing Server icon, see Fig. 16.
Fig. 16
5. Next click on the Edit button to enter the Mail Server Settings (SMTP), as shown in Fig. 17.
18

Fig. 17: Configuring outgoing mail
6. To modify your profile, click My Preferences link Æ followed by clicking the Edit button to access Fig.
18. Modify as desired and then scroll down and click Save, see Fig. 18.
19

Fig. 18: Editing your profile.
7. Take your time to checkout and get familiarize with other functionalities available with your Vtiger
CRM.
Step 6: Add Users who can Login to Vtiger CRM

1. Login to Vtiger CRM as admin if you’re not already logged in.
2. Click SETTINGS tab Æ Settings and from under the Under Users & Access Management, click
Users icon, as shown in Fig. 19.
20

Fig. 20: Managing users
3. Next, click New User button to add a new user, as shown in Fig. 21. Complete all the required filed
and then when done, click on Save button. Add as many users as desired.
Fig. 21: Adding a new user
4. You should now have a good list of users’ to practice with, as shown in Fig. 22.
21

Fig. 22: List Vtiger CRM active users’
Part 2: Add Accounts on Vtiger CRM

To add accounts to Vtiger CRM, perform the following steps:
Step 1: Adding Sales Account

1. To add Sales account, click Sales tab Æ Accounts and click Create an Account link, to access Fig.
23. Add as many accounts as desired.
22

Fig. 23: Adding Sales accounts.
2. Repeat the same for Leads and Contacts.
Part 3: Install and Configure Vtiger Thunderbird Plugin
Step 1: Introduction
The Vtiger Thunderbird Extension is productivity-enhancement utility. Using the Vtiger Thunderbird
Extension, users’ can perform the following operations:
• Add customers-related E-mails to contact or to lead in Vtiger CRM.

• Edit E-mail message before adding to Vtiger CRM.
• Import contacts from Vtiger CRM to Thunderbird E-mail client.
• Export contacts from Thunderbird E-mail client to Vtiger CRM.
• Add selected record from address book to Vtiger CRM as Contact or as Lead
To start using above quoted operations user need to provide the VtigerCRM configuration details for
Thunderbird extension. In the following sections, I’ll show just how to do that.
Step 2: Install Thunderbird Plugin

1. Login to your Windows Machine that holds Thunderbird.
2. Hope over here and download the latest Vtiger Outlook Plugin, at the time of writing this hands-on
labs manual, it was version: "vtigercrm-thunderbird-plugin-5.1.0.xpi"
23

3. When done downloading, start Thunderbird Mail Client, and the click Tool menu Æ Add-ons, as
shown in Fig. 24.
Fig. 24
4. From Fig. 25, Add-ons dialog box, click on the Install button.
Fig. 25
5. From the Select an extension to install dialog box, browser and select "vtigercrm-
thunderbird-plugin-5.1.0.xpi". Click on the Open button.
6.
7. You’ll be present by Software Installation alert window; ignore the warning on installing Unsigned
software, and click on the Install Now button, see Fig. 26.
24

Fig. 26
8. Next, click to Restart Thunderbird button to implement Vtiger CRM functionalities.
Step 3: Thunderbird Toolbar Customization

10. From Fig. 27, click on the View Æ Toolbars Æ Customization.
Fig. 27
11. From the Customization Toolbar dialog box, drag and drop "Add to Vtiger CRM", and drop in
standard Toolbar area. Once done, the Toolbar are should look like shown in Fig. 28.
25

Fig. 28: Customized Thunderbird Inbox Toolbar
12. Next, customize the Address Book Toolbar; when done it should look like Fig. 29.
Fig. 29: Customized Addressbook Toolbar
Step 4: Configure Vtiger CRM Login from Thunderbird Mail Client

To configure Vtiger CRM login details in Thunderbird mail client, perform the following procedure:
14. Start Thunderbird mail client
15. Next, click Tools - Æ Vtiger CRM Configuration
16. From the Vtiger CRM configuration dialog box, enter the following information:
• Username: Enter the user name to log in to the Vtiger CRM.

• Access Key: Enter the access keys for the username.
• URL: Enter the Vtiger CRM server name, where it is running.
• Click the Save button to apply the changes, see Fig. 30.
NOTE: Access key for a user is available under My Preferences page of VtigerCRM
26

Fig. 30
17. A successful login window alert will appear, click OK to close it, see Fig. 31.
Fig. 31
Step 5: Adding E-mail messages to Vtiger CRM

Vtiger CRM user’s can add customer-specific e-mail messages from Thunderbird to a contact or to a lead
in Vtiger CRM. However, before adding e-mails, do ensure that the corresponding contact or lead exists in
Vtiger CRM.
To do this, perform the following steps to add an e-mail message to vtigercrm:
1. From within Thunderbird Inbox, select the specific E-mail folder from left hand-side Folders tree, see
Fig. 32.
27

Fig. 32: Thunderbird Inbox
2. Next, from Fig. 32, select the customer-specific E-mail from your E-mails list, and then click on the
Add to vtiger CRM toolbar icon this will result into Add Messages to vtiger CRM dialog box where
Add Message tab is displayed with the details from selected e-mail message, see Fig. 33.
Fig. 33
28

3. From Fig. 31, users’ have the option to search the author’s email-id in Contacts or Leads module by
selecting the appropriate radio button. In this case, let’s select to search Contacts.
4. Now, click on the Search button to perform search.
Take a break – will continue later!
Part 4: Hands-on Labs assignments

1. Install and update Linux CentOS-5 or any Linux distro of choice.
2. Install and configure VtigerCRM on Linux and add some example contents as desired
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-----------------------------------------------
Kefa Rabah is the Founder of Global Technology Solutions Institute. Kefa is knowledgeable in several
fields of Science & Technology, Information Security Compliance and Project Management, and
Renewable Energy Systems. He is also the founder of Global Open Versity, a place to enhance your
educating and career goals using the latest innovations and technologies.
Fellow us on Twitter: Global Open Versity and Kefa Rabah
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Global Open Versity ICT Labs Install Guide Vtiger CRM on Linux v1.

Global Open Versity

Step-By-Step Install Guide Vtiger CRM on Linux

Table of Contents Page No.

STEP-BY-STEP INSTALL GUIDE VTIGER CRM ON LINUX 2

Part 1: Install & Configure VtigerCRM 2

Part 2: Add Accounts on Vtiger CRM 22

Part 3: Install and Configure Vtiger Thunderbird Plugin 23

Part 4: Hands-on Labs assignments 29

Linux Administration Training 29

A GOV Open Access Technical Academic Publications

www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

Global Open Versity

Step-By-Step Install Guide Vtiger CRM on Linux

Part 1: Install & Configure VtigerCRM

Domain name: govcrmhosting.com

Note: for testing over the Internet use public IP address.

www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

To get started, just perform the following steps.

Step 1: Download and Install Vtiger

tar –zxvf vtigercrm-5.1.0.tar.gz

chmod –R 777 config.php

Do the same to the following folders:

www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

Step 2: Create Vtiger Database

Note: there should be only two locations to change the "db_name"

For example, in our case, we have:

3. You’re done with this section.

Step 3: Install Vtiger CRM

www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

Fig. 1: Welcome to configuration Wizard

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Fig. 2: Read and accept the license.

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Fig. 3: Ensure that you meet all the requirements.

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Fig. 4: Select Optional Modules to Install

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Fig. 5: Enter Database Information and CRM Configuration

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Fig. 6: Verify installation configurations

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Fig. 7: Successfully installed VtigerCRM

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Fig. 8: Click Finish to complete installation.

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Fig. 9: Vtiger Login page.

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Fig. 10: VtigerCRM admin home page

Fig. 11 (a-d): My HOME PAGE, Marketing, Sales, and Support menus

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Fig. 11(e-h): Analytics, Inventory, Tools, and Settings menus

Step 4: Configure Incoming Mail Server

Fig. 12: Use "dig mx" to test mail server

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Fig. 13: Click the link Here to configure incoming mail

Mail Server Name or IP: "imap.gmail.com"

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Fig. 14: Configuring incoming mail

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Fig. 15: Accessing you Webmail inbox.

Step 5: Configuring Outgoing Mail

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