Install Vtiger CRM (Open source version) on Rocky Linux

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It is a web-based, platform-independent and modular Customer Relationship Management (CRM) software that is particularly characterized by good integration into existing systems and convinces with a clear process orientation. The professional and enterprise versions hosted by vTiger are paid, however, there is a free plan without some limitation, if some want to try out the CRM before going for the paid features. Whereas, if you have the expertise, or a team that can handle the CRM back-end, then go for the self-hosted open-source version of it.

Vtiger’s open-source edition is 100% free and developers can modify the source code as needed. In order to be able to use the software, the software must be installed either on hardware or on a virtualized machine. Many companies fail at this step because the necessary know-how is not available. If you are of those, here we are with the Vtiger CRM installation tutorial, which certainly helps you.

Steps to install Vtiger CRM on Rocky Linux 8

1. Requirements

A fresh Rocky Linux 8 server
Not-root user with sudo access at least
Apache, MySQL 5.1+ (default storage engine = InnoDB), PHP 5.2+
4 GB RAM, 250 GB Disk

2. DNF Update

The first we take to update and upgrade commands on your system to make sure all the installed packages are up to date.

sudo dnf update && sudo dnf upgrade -y

3. Install Apache (httpd)

We need a webserver to serve vTiger files, so for that, we will use the popular Apache webserver on Rocky Linux. For that use the DNF package manager.

sudo dnf install httpd

Start and enable Apache service

sudo systemctl enable --now httpd -y

Check status:

sudo systemctl status httpd

4. Get MySQL & PHP 8 on Rocky Linux 8

As per the official documentation provided by the vTiger CRM, it required a MySQL Database along with PHP. Here we are using MySQL as a database because using MariaDB will give errors. However, if you already have a Database on some remote server and want to use that, then skip this step.

sudo dnf install mysql mysql-server -y

Start and enable the service

sudo systemctl enable --now mysqld

Secure Database

To disable the remote database login, anonymous user, and demo database.

sudo mysql_secure_installation

Follow the text-based wizard it offers to secure your database instance.

Create Database for vTiger CRM

Once you have the MariaDB up and running, we can create a database and user to use with vTiger for storing data.

Login:

mysql -u root -p

Note: Replace yourdatabase with whatever name you want to give the database. And youruser and yourpassword with username and password respectively, you want to use.

Create Database:

CREATE DATABASE yourdatabase default charset utf8;

Create user:

CREATE USER 'youruser'@'localhost' IDENTIFIED BY 'yourpassword';

Assign user to Database and give all permissions:

GRANT ALL PRIVILEGES ON yourdatabase.* TO 'youruser'@'localhost';

Exit:

FLUSH PRIVILEGES;
EXIT;

Now also edit

sudo nano /etc/my.cnf

Add the following line at the end of the file:

[mysqld]
sql_mode=ERROR_FOR_DIVISION_BY_ZERO,NO_ENGINE_SUBSTITUTION

Save the file Ctrl+O, hit the Enter key, and then press Ctrl+X to exit.

Install PHP and its extensions

The latest PHP version available in the Rocky Linux 8 repository is Php 7.x, however, to get the latest version of PHP 8.x we have to add the Remi repository. Follow the given commands:

Enable Remi Repo

sudo dnf install -y https://rpms.remirepo.net/enterprise/remi-release-8.rpm
sudo dnf update
sudo dnf module reset php
sudo dnf module enable php:remi-8.0

Install PHP

sudo dnf install php php-common php-mysql php-xml php-imap php-mbstring php-mcrypt php-gd

5. Download vTiger CRM on Rocky Linux 8

Well, we already have configured the LAMP server for installing vTiger on Rocky Linux. The next step is to obtain the files required to run open-source vTiger CRM.

git clone https://code.vtiger.com/vtiger/vtigercrm.git

Once the download is completed, move the files to var/www/html/ directory:

sudo mv vtigercrm/* /var/www/html

Give Apache user permission of the folder:

sudo chown apache:apache -R /var/www/html

Disable default welcome page:

sudo sed -i 's/^/#&/g' /etc/httpd/conf.d/welcome.conf

Disable directory listing:

sudo sed -i "s/Options Indexes FollowSymLinks/Options FollowSymLinks/" /etc/httpd/conf/httpd.conf

Restart Apache:

sudo systemctl restart httpd

6. Set SELinux Policies for Apache

Run the following commands one by one on your Rocky Linux system to set SELinux policies for Apache.

setsebool -P httpd_read_user_content 1
sudo ausearch -c 'php-fpm' --raw | audit2allow -M my-phpfpm
sudo semodule -i my-phpfpm.pp
sudo setsebool -P httpd_unified 1

fcontext -a -f a -t httpd_sys_content_t -r ‘s0’ ‘/var/www/html(/.*)?’

7. Start VTiger CRM Installation on Rocky Linux 8

Once you are down with all the above-given steps we can start the web-based configuration to complete the VTiger CRM installation.

Open your browser and point it to the IP address of the server where you have installed the VTiger CRM instance.

http://your-server-ip-address

Installation Wizard

If everything goes well, you will have the welcome page with the button “Next” to start the installation process.

VTiger CRM 7 setup on Rocky linux or Almalinux 8

Check for PHP Settings

On the next page, the setup will check that all the required PHP extensions and required values are in place. If you see all the values are present then click on the “NEXT” button.

Check PHP configurationm

Connect MySQL and create Admin User

This one is important because many people get errors at this point. So, First, go to Database Information and fill in the values of the Database you have created on Step 3 of this article such as Hostname, Username, Password, and DB Name. Well, if you are using MySQL on the same server where the vTiger CRM is running then the Hostname will be “localhost”.

After that add Admin user information you want to create for future login to CRM.

Connect MySQL Database for CRM
Settings vTiger on AlmaLinux 8

Select the Industry

Well, this can be done later, however, if you want then choose the type of industry you want to use the CRM.

Select Industry for vTiger CRM

Select Modules:

Few modules will appear, select all or the ones you want to enable by default on your vTiger CRM.

Install Vtiger CRM on Rocky Linux 8
vTiger Dashboard

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