Installer

1.Introduction

Since December 2019 we launched Installer, which helps you install modules, manage modules and all licenses associated with them.
Installer
is tool used to manage all our Extensions and Packages on one screen.

This guide will help you go through Installation and License Activation process.
If you have any additional questions, please contact us at: info@its4you.sk

 Note: All our extensions with the version 4.0 and higher are using the Installer for license validation, we suggest to update all our modules to this version or higher (if available).

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2.Quick Guide + direct links to chapters

Here is a quick guide for you, how to activate and install extensions with direct links to selected chapters:

  1. Download & Install our Installer
  2. Access the Installer
  3. License Management (Activation/Deactivation & more)

Enjoy! 

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3.Installation

Installation is simply and standard via Module manager.

  • First register to our e-Shop, after login you will see Installer available under Free Downloads section
  • Click on the Installer and download .zip file installation package
  • Open Module Manager:
    (Log in to your Vtiger CRM – Main Menu – Settings – CRM Settings – Module Management – Modules)
  • Import and install .zip file
  • That’s all

 Note: When you choose our Hosting Services, Installer will be automatically installed into your CRM hosting domain.

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4.Accessibility

After successful installation of Installer you can start with validation.

You can access Installer by two ways:

  • Via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller.
  • Or by a click on Notifications Icon and then on the button

How to access Installer

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5.License Management

 Note: To see modules and manage licenses you have to log in to our e-shop with @email and password via button (top right screen side in Installer module).

Installer – Login window

You can also log-in via license key when you lick on the “Access Key” tab.

Then you are able to proceed with the entering license key and Installing our extensions. See next chapters.

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5.1.Activation of license

After you successfully logged-in to the Installer, you can start activating the licenses for the modules you purchased:

  1. Click on the   button and enter your license key you received in the email.
  2. The next screen will appear, please (1.) enter your license key and confirm via (2.) “Validate” button.

    Installer – License validation window

  3. Now the license is activated and you should see message like:

    Installer – License activation success

     

Activated extension or package will be visible under the Activated Licenses tab, see below:

Installer – Activated licenses tab

License settings for each module separately

You can also access the License settings (via list view “Customize” button in the module) like its shown below:
(there can be more options from the pick-list, depends on the module)

Settings – License settings

After accessing the License window you can see screen bellow with following information:

  • Module name, Your Vtiger domain URL
  • Description, if license is activate or not:
    – your license is currently active,
    – your license is not active and you need active it via Installer.

To activate or manage license, click on the button.

Settings – License settings window

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5.2.Deactivation of license

If you want to deactivate your license, please provide following steps:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • The following screen will appear (see below):

    Installer – deactivation of license

    You can deactivate license by click on the button

Note: The module will be deactivated but not uninstalled and license will be removed from the Activated Licenses tab.

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5.3.Reactivation of license

To reactivate a license after deactivation, you need to follow the same process as you activated it first time:

  1. Click on the   button and enter your license key.
  2. Confirm with button.

When the license was activated you can see module available in the Modules tab below.

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6.Module Management

When you successfully activated the license key for the extension or the package, you can now proceed with the Installation.

You can see all available modules in the Modules tab.

In the Modules tab, you can manage them by following actions:

  • See your current installed & latest versions.
  • Via button you can Install the modules you purchased or free available modules.
  • If your module is outdated, button will appear under Actions and you can update your module to the latest version.
  •   button will allow you perform additional actions like: Upgrade, Uninstall, License Settings & more.
  •   will redirect you to the our extension page, where you can check more details about it or how to use it.

Installer – Modules tab overview

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6.1.Installation

To install the module you need to perform few steps:

  1. Select the module from the table and via button install the module.
  2. Following window will appear, please confirm via button that you want to install the module.
  3. An installation Log window will appear and you should see the message: “Successful Installation”.
  4. Finish via button.

The xtension was Installed and you should NOT see the button in the Modules tab anymore. See an example:

Installer – Extension installation

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6.2.Update/Upgrade

You have also option to Upgrade the extension, the button will appear  in Installer Modules tab every time the new version is available.

  • open the Installer in the CRM
  • in the Modules tab find your installed module and you should see the button available
  • If the new version is available, you will be notified via Installer Notifications icon
    (scanning for new version is done be Cron every 24 hours)
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6.3.How to Uninstall the extension

You have also option to remove the module via Installer window by accessing the Settings – Uninstall window:

  • Go to your Installer, by a click on Notifications Icon and then on the button ,
    or via Main Menu – Settings – CRM Settings – Extensions – ITS4YouInstaller
  • Find the module you need to uninstall in the Modules tab
  • Via pick list button choose the Uninstall option, you will be redirected to the Uninstall window.
  • Click on button

Installer – Uninstall module screen 1

  • Confirm uninstall with button

Installer – Uninstall module screen 2

Now, the module has been removed from your Vtiger. To use this module again, you need to provide installation steps (see Installation chapter).

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7.Additional Features & Actions

The Installer has some additional features and actions you can perform see the chapters below for more information.

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7.1.Free Extensions

You are able to download our Free Extensions with the Installer.

Installer – Free Extensions Available

The only condition is that you need to be logged in in to your account.
You can find the extensions in the Modules tab.
Then simply via button install the extension you want/need.

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7.2.License Renew

When your license key expired, you are able to perform Renew.

In the Activated Licenses tab you can see the license key and via button buy renew for this license key.
(After clicking on the button you will be redirected to the our e-shop).

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7.3.Notifications

Notifications in Installer are shown via an icon

  •  – you are able to see available upgrade for extensions.
  •  – receiving notifications that your license will expire in a few days.
  •  – warnings, that your license already expired and renew is required.
  • You can access the Installer by clicking on button.

Installer – Notifications/Alerts screen

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7.4.Modules/Packages Shop

The Modules Shop tab can be used if you want to purchase our Modules or Bundle Packages.

  • In the tab you see all modules which are available for you and you don’t own them yet.
  • Modules which you already own aren’t shown in the Modules Shop tab.
  • If you want buy module just lick on button “Buy € xx” and you will be redirected to our e-shop page to finish payment.
     Note: You must log in via Installer to our e-shop using @email and password you register with so you can see which extensions you are missing.

Installer – Modules Shop

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