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VTigerCRM

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Contents

Appliance Details

Package: vtigercrm
Version: 5.2.0.svn.13099-1
Certified: no
Section: www
Location: http://www.sacollege.net/files/appliances/debian-5.0-vtigercrm_5.2.0.svn.13099-1_i386.tar.gz
Maintainer: Ap.Muthu
OS: debian-5.0

Introduction

vtiger CRM - Features

Sales Force Automation - Lead, Account & Contact, Opportunity Management, Sales Quotes

Customer Support & Service - Trouble Tickets, Knowledge Base, Customer Self Service, Online Knowledge Base

Marketing Automation - Campaign Management, Mass Mailing, E-mail Templates, Mail Merge Templates

Inventory Management - Products Catalog, Price Books, Vendor Management, Purchase Orders, Sales Orders, Invoices

Activity Management - To Dos, Meetings & Calls, Recurring Events, Shared Calendar, Activity History, E-mail Notifications, Notes

Productivity Add-ons - Email Client, Outlook Plug-in, Office Plug-in, Thunderbird Extension, Customer Portal, RSS Feeds

Reports & Dashboards - Key Metrics, Customizable Reports, 20 Pre-built Reports & Dashboards, Report Folders

Product Customization - Custom Fields (10 different data objects), Pick Lists, Custom List Views, Drag & Drop Modules, Currency customization

Security Management - User Management, Profiles, Roles, Groups, Organization-level Access Control

Virtual Appliances can be downloaded directly via the Central Web-based Management.

Recommended settings for Proxmox VE

  • Memory (MB): 512
  • Swap (MB): 512
  • Hard disk (GB): 8

Appliance specific settings

  • Mysql root password: admin

Please change this for security reason:

  • via command line after the first boot:
mysqladmin -u root -p password yournewpasswordhere
  • Set the server timezone via command line:
dpkg-reconfigure tzdata
  • Restart VM

vTigerCRM settings

  • Main software packages: Debian Lenny, vTigerCRM v5.2.0.svn.13099, MySQL 5, Postfix, Apache2, PHP5, imap, zip, unzip, cURL

First steps

Start the VM and open a VNC console and install the latest security updates.

apt-get update
apt-get dist-upgrade

Now, connect to the vTigerCRM web installer http://youripaddress/ and follow the instructions.

During the install, ignore the PHP errors - it is safer with our template settings. Also, use 127.0.0.1 as the host for your database and not the domain name or localhost. This is because, the domain name is not available before the container fully starts up and localhost will tend to use a socket and cause error in the connect routines.

BugFixes for vTiger SVN 13099

On a fresh install of SVN 13099, the Standard User creation is non functional pending code changes. This is detailed in Bug #6672.

Soon after a fresh installation of this template SVN 13099, execute the following SQL statements:

UPDATE `vtigercrm520`.`vtiger_users_seq` SET `id`='1' WHERE 1;

Now login as admin and create the standarduser and other users as needed.

Building vTigerCRM

Download the following:

Upgrading VTigerCRM SVN

Documentation and HowTo´s about vTigerCRM

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