This guide will walk you step by step through the procedure of migration of VTiger 6.2 to VTiger 6.3. As the process is known to be pretty technical and quite complicated, you might want to get an expert for the procedure. We, here at VTExperts, provide all VTiger related services including Upgrading CRM from any to any version.

But considering that you may feel to give a go at it by yourself, we are glad to explain the procedure in thorough details here.

The following step-by-step guide is applicable only for the Upgrade from VTiger 6.2 to VTiger 6.3.

Create a Backup of VTiger Database

It’s very important for the obvious reasons; you’d not lose your important data in case things go south.

Acquire the Patch File for VTiger 6.3 Upgrade

Now you’ll need the Patch that contains the necessary files. You can download the patch from VTiger’s official page or here’s the link to files for the upgrade from 6.2 to 6.3.

Place the Files in VTiger CRM Directory

Now that you have the files required for the upgrade, you’ll need to put them in the right place. If your CRM’s directory is /var/www/vtigercrm/, place the files in /var/www/vtigercrm/. Then, extract the downloaded file in the same folder, as the extracted files are meant to be put in /var/www/vtigercrm/. Now find the vtiger6.zip file. It should be among the extracted files. Modify its permissions to ‘777’. It can be accomplished via FTP/SSH or CPanel.

Upgradation of CRM Version from 6.2 to 6.3

After successfully completing the preparations for migration, you are all set to perform the main procedure. Carefully follow the instructions below to execute the upgrade:

1. Browse your VTiger in the browser (use any one of Chrome or Firefox, avoid Internet Explorer)
2. Log out from your VTiger account (it’s mandatory)
3. Delete the browser’s cache
4. Copy paste this link in the browser’s bar http://www.yourvtigercrm.com/migrate/
5. It is the migration page. Confirm the following checklist:
   1. Check “I have taken the backup of database”
   2. Check “I have taken the backup of source folder”
   3. Enter admin’s username, usually it’s ‘admin’, unless you disabled it.
   4. Enter the password
   5. Click “Start Migration”

After the 5^th step, migration process will begin. The only information it provides during the process is what loading bar saying, “Please wait… Migration in progress”. If your database is average sized, it should not take more that 5-10 minutes (it varies sometimes, so there is no need to worry).

After the completion of the upgrade, migration log will be displayed to you. You can use it as your checklist and make sure that every aspect was executed successfully. Click “Next” if everything went okay.

Followed by log is the summary page, that simply confirms the successful execution of the migration procedure. Press the “Finish” button and the all new VTiger version 6.3 will be available for you.

Need Help to Upgrade VTiger 6.2 to 6.3?

The process looks quite simple. And it is, but only for those who perform it every now and then. If you ran into some problems while the migration, or just simply not comfortable performing it yourself, VTiger Experts are always at your service.

We have experienced professionals that are highly skilled in every aspect of VTiger CRM. Plus, we perform several upgrades every day that includes all of the versions.

For more details, queries, or help, do contact us. We do not charge for consultation:

• Email: Support@VTExperts.com
• Phone: +1 (818) 495-5557
• Contact Form: Contact VTExperts Support
• Chat: Gmail/Skype/Chat via website