In this post, I will walk you through how to download and install vtiger 6 in a cPanel account (which almost every hosting has).
By: https://www.vgsglobal.com
2. Vtiger CRM is considered the most powerful open
source CRM solution available, having seen more
than 3 million downloads to date.
In this post, I will walk you through how to download
and install vtiger 6 in a cPanel account (which
almost every hosting has). So if you already have a
hosting, it probably already has a cpanel on it, so
follow every step in this tutorial. If you don’t, then
you can install wamp server in windows on LAMP in
Linux.
3. Where to Download vTiger 6.x
The most straight forward method to download vTiger is to do it
directly from their source forge page. To do so, all you simply need to
follow this link: http://sourceforge.net/projects/vtigercrm/
Once you get to source forge, you will find a page as shown below. In
here, you need to click on the files button (avoid clicking the download
button so you can choose which version you will be downloading).
4. After clicking the files link, you will be redirected to the following
screen where you need to choose which version of vtiger you will be
downloading.
5. Since we are doing this tutorial with vTiger 6, let’s go, just click the
vtiger 6 link to download the product.
By now, you should probably have a tar.gz file (compress file) on your
computer. This is the file that we will be uploading into your hosting
account later in this tutorial.
6. Installing vTiger in a Cpanel Account
To install vTiger, you need two things: A database to store your data,
and the files that you already downloaded from sourceforge.net. Let’s
start creating the database, and as a second step, we will upload the
files to the cpanel account.
7. 1) Create
the vTiger
Database
The first thing you need to be able to install vtiger is a
database in which save your CRM data. To do so, log in to
your Cpanel account and scroll down to your database
section. Click on MySQL Databases, and search for the
Create New Database section.
Give your database a name. Make note of the name.
Click create the database.
8. After creating your future vtiger database, you need to create a new
user to write and read the data from the database. For security
purposes, it’s best to create a new MySQL user for each vTiger
database you create and not to use the server root user.
To create a new user, insert your username and password.
Click “Create User”.
Write down to remember the username and password.
9. Finally, assign this user to your database. Look for the section that says
“Add User to Database” and select the user and the database. Click
“Add”. Make sure you assign all privileges to the user.
Once you have your new Database, take note both of the name and
credentials. You will need to enter those during vtiger installation.
10. 2) Upload
vTiger Files
Now that you have the database, you need to upload and
extract the vtiger files. To do so, go back to the main
screen in your Cpanel account, search for the Files
Section, and click the File Manager Icon.
11. Then you will be able to pick the directory for which to open File
Manager, and The File Manager appears as follows:
You can start uploading files through File Manager by clicking on the
Upload icon. Then click on the Browse button next to one of the top
fields. Search for and double-click on the first file to upload. The upload
will start automatically.
12. After the finished uploading , we will need to extract the files. To do so,
select the file, and click the Extract button:
After unzip the file, you will see a newly created vtiger CRM directory.
Now if you go to’ www.youdomain.com/vtigercrm ‘you will get the vtiger install
splash screen. If you need to install vtiger in a subdomain like crm.example.com
you need to create the subdomain in your Cpanel account, and then move the
contents of vtiger CRM directory into the CRM directory in your file manager.
13. 3) Installing
vTiger 6
Installation wizard has been completely revamped. Within
only just a few clicks, you’ll be able to setup your Vtiger
CRM account. The installation has been simpler than ever
before.
To begin with, click on Install button in the welcome
screen.
14. Read through the license agreement, and click I Agree to proceed
ahead.
Check your PHP Configurations and make sure that Required Values are
in compliance with Present Values. Click “Next” to proceed with the
installation.
Provide Mysql credentials (The database name, users and pass we
create in step 1) of your server under Database Information block. Also,
configure default currency and personal information through System
Information and Admin User Information blocks respectively. After
providing appropriate values, click “Next”.
15. Finally, Confirm your configuration settings and click “Next.”
You’re done! Within just a few minutes, your Vtiger CRM account will
be provisioned and ready to use.