Before you begin the installation of vtiger CRM, make sure your server meets the following requirements:
- Web Server: Apache 2.x or higher, with mod_rewrite enabled
- Database Server: MySQL 5.1 or higher
- PHP: Version 5.5 or higher with the following libraries enabled: pdo_mysql, curl, gd, openssl, zip, imap, and mbstring
- Adequate Disk Space: For a typical installation, it's recommended to have at least 250 MB of free space
- Access: FTP or SSH access to the server to upload files and run the installation script
Step 1: Download vtiger CRM
The first step is to download the latest version of vtiger CRM from the official website vtiger. Choose the version suitable for your system and download the installation files archive.
Step 2: Upload Files to the Server
After downloading the vtiger CRM archive, extract it and use an FTP client to upload the files to your web hosting or server into a prepared directory. Ensure that the directory has the correct permissions set for reading, writing, and executing.
Step 3: Create a Database
Before running the installation process, you need to create a new database for vtiger CRM. This can usually be done through your web hosting control panel, such as cPanel or Plesk, or directly using the MySQL console. Remember to record the database name, username, and password for later use.
Step 4: Installation
After uploading the files to the server and creating the database, open a web browser and navigate to the address where you uploaded vtiger CRM. The installation wizard will start, guiding you through the installation process step by step. During the installation, you will be prompted to enter the database details and configure basic system settings.
Configuration and Optimization
After successfully installing vtiger CRM, it's essential to configure and optimize the system according to your organization's needs. This includes setting up user roles, security rules, workflows, integrating with other applications, and much more.
Installing vtiger CRM on a server may seem like a complex task at first glance, but with thorough preparation and following the steps, it can become a manageable task. After successful installation and configuration, you'll have a powerful tool for managing customer relationships that can significantly contribute to your business's success.
