Quick Installation & Getting Started Tutorial

Step 1 — Configure the Database

Before uploading any files, create a dedicated database for AlgoSphere. Log in to your hosting control panel (cPanel or equivalent) and follow these steps:

• Navigate to MySQL Databases in your control panel.
• Create a new database — note the database name.
• Create a new database user and set a strong password.
• Add the user to the database and grant All Privileges.
• Keep a note of: database name, username, password, and hostname (usually localhost).

Step 2 — Upload Files to the Server

Extract the AlgoSphere package and upload all files to your hosting server using FTP or cPanel File Manager.

• If installing in a subfolder (e.g. /crm): access http://yourdomain.com/crm/install
• If installing on a subdomain (e.g. crm.yourdomain.com): access http://crm.yourdomain.com/install
• If installing on the root domain: access http://yourdomain.com/install

Step 3 — Run the Installer

1. Navigate to your install URL. The installer will check server requirements automatically.
2. If all requirements pass, click Go to Files/Folders Permissions.
3. If file permissions are correct (755 folders, 644 files), click Setup Database.
4. Enter your database credentials: name, username, password and hostname.
5. Click Check Database. If the connection succeeds you'll proceed to the final step.
6. Verify the Base URL is correct. It must end with a trailing slash /.
7. Enter your admin username and password for the first login.
8. Select your timezone. Not recommended to change after you start using AlgoSphere.
9. Click Install. On success you will see "Installation Successful".
10. Delete the installation folder immediately after a successful install.

Step 4 — After-Installation Setup

Activate Modules

The default modules that ship with AlgoSphere are not auto-activated. Navigate to Setup → Modules to activate the ones you need.

Set Base Currency

Go to Setup → Finance → Currencies. By default only EUR and USD are included. Add your own currency if needed.

Configure Email (SMTP)

Navigate to Setup → Settings → Email to configure your SMTP settings. See the SMTP Configuration guide for detailed instructions.

Set Up Cron Job

A cron job is required for reminders, recurring invoices, auto-close tickets and other time-based features. See the Cron Job Setup guide.

Step 5 — Optional but Recommended

• Customise Email Templates → Setup → Email Templates
• Set up Staff Roles & Permissions → Setup → Roles
• Create Tax Rates → Setup → Finance → Tax Rates
• Add Payment Modes → Setup → Finance → Payment Modes
• Add predefined Sales Items → Sales → Items
• Set up Departments → Setup → Support → Departments

Troubleshooting

• 404 Not Found After Installation
• Can't Login to Admin Area
• SMTP Email Not Sending
• Server Requirements Checklist