Upgrade from vtiger CRM 5.4.0 to coreBOS using coreBOS Updater

  • make a copy of your database
  • get a copy of the latest version of coreBOS and copy it into a subdirectory on your server
  • copy from your current install:
    • storage
    • test/logo
    • user_privileges (overwrite any existing files)
    • config.inc.php
    • and any non standard modules that you may have:
      • for example, PDFMaker would require that you copy:
        • modules/PDFMaker
        • Smarty/templates/PDFMaker
      • if you have others, then you copy their directories
  • edit config.inc.php
    • change the database access to point to the database copy and $site_url and $root_directory accordingly
  • edit vtigerversion.php and change the version to 5.4
  • copy build/HelperScripts/installupdater.php to the root of your install and execute it:
    http://your_server/your_install/installupdater.php
  • now log in as admin to make sure you are working ok: you can log in and the initial home page appears
  • go to coreBOS updater
  • click on “Load Updates”
  • click on “Apply All”. Note that you may have to do this a few times to get all the changes applied as there are some dependencies. Also there will be some SQL errors because we have a set of changes that cover many different cases and your install is different for sure.

you are done! you should be on the latest version of coreBOS

Upgrade from vtiger CRM 5.2/5.3 to coreBOS

  • get a copy of the latest version of coreBOS and copy it into a subdirectory on your server
  • copy the file install/migratefromvtigercrm.php to the root of your install (where config.inc.php is)
  • execute the migratefromvtigercrm.php script in your browser
  • follow the instructions
  • go to coreBOS updater
  • click on “Load Updates”
  • click on “Apply All”. Note that you may have to do this a few times to get all the changes applied as there are some dependencies. Also there will be some SQL errors because we have a set of changes that cover many different cases and your install is different for sure.

you are done! you should be on the latest version of coreBOS


coreBOS Documentación