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

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

© April 2007, Kefa Rabah, Global Open Versity, Vancouver Canada www.globalopenversity.org ICT200 – Electronic Information Management Systems Solutions

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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

[email protected] 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 A GOV Open Access Technical Academic Publications Enhancing education & empowering people worldwide through eLearning in the 21st Century

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Global Open Versity

IT Systems Integration Hands-on Labs Training Manual

Step-By-Step Install Guide Vtiger CRM on Linux By Kefa Rabah, [email protected] 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.


http://www.gtechsi.ca/



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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/



http://www.sourceforge.net/projects/vtigercrm/



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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.

http://localhost/vtigercrm/install.php



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



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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.



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



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



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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.



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



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



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



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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.



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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



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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



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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: "[email protected]" 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.



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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.



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Fig. 15: Accessing you Webmail inbox.

Step 5: Configuring Outgoing Mail

4. From Fig. 11, click Settings menu 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.



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Fig. 17: Configuring outgoing mail 6. To modify your profile, click My Preferences link followed by clicking the Edit button to access Fig.

18. Modify as desired and then scroll down and click Save, see Fig. 18.



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Fig. 18: Editing your profile. 7. Take your time to checkout and get familiarize with other functionalities available with your Vtiger

CRM. 8. You’re done with this section.

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 Settings and from under the Under Users & Access Management, click

Users icon, as shown in Fig. 19.



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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.



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Fig. 22: List Vtiger CRM active users’ 5. You’re done with this section.

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 Accounts and click Create an Account link, to access Fig. 23. Add as many accounts as desired.



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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"

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

http://sourceforge.net/projects/vtigercrm/files/vtiger%20CRM%205.1.0/Add-ons/vtigercrm-thunderbird-plugin-5.1.0.xpi/download



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3. When done downloading, start Thunderbird Mail Client, and the click Tool menu 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.





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Fig. 26 8. Next, click to Restart Thunderbird button to implement Vtiger CRM functionalities. 9. You’re done with this section.

Step 3: Thunderbird Toolbar Customization

10. From Fig. 27, click on the View Toolbars 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.



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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 13. You’re done with this section.

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 - 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



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Fig. 30 17. A successful login window alert will appear, click OK to close it, see Fig. 31.

Fig. 31 18. You’re done with this section.

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.



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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



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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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11. Build your own ISP Hosting using EHCP on Ubuntu 10.04 LTS Server 12. Step-By-Step Install Guide DTC on Linux CentOS5 Server v1.0 13. Deploy Secure Messaging Solutions using USendUmail & Dovecot Servers with ClamAV on Linux 14. Build your Own Private Data Center Backup Solutions using Ubuntu Powered RESTORE Backup

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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 A GOV Open Access Technical Academic Publications Enhancing education & empowering people worldwide through eLearning in the 21st Century

http://www.docstoc.com/docs/47936540/Build-your-own-ISP-Hosting-using-EHCP-on-Ubuntu-1004-LTS-Server

http://www.docstoc.com/docs/46456232/Step-By-Step-Install-Guide-DTC-on-Linux-Ubuntu-1004-LTS-Server-v10


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http://www.scribd.com/doc/33054083/Build-Your-Own-Private-Data-Center-Backup-Solutions-Using-Ubuntu-Powered-RESTORE-Backup-Server-v1-0


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