Dolibarr, an open-source ERP/CRM solution, remains a top choice for businesses in 2025 due to its modularity, ease of use, and affordability. Whether you run a small business, manage a non-profit, or oversee a growing enterprise, Dolibarr can streamline your operations. However, setting up and configuring the software for the first time can be daunting for beginners.
This guide walks you through the complete process of installing and configuring Dolibarr in 2025, covering everything from system requirements and installation methods to initial configuration and module activation.
Table of Contents
- Introduction to Dolibarr ERP/CRM
- System Requirements for Dolibarr in 2025
- Installation Methods
- Hosting Options
- Installing Dolibarr on Your Server
- Using Dolibarr Cloud Services
- Step-by-Step Installation Guide
- On a Local Server (Windows, macOS, Linux)
- On a Web Hosting Service
- Initial Configuration
- Setting Up the Admin Account
- Configuring General Settings
- Activating and Configuring Modules
- Essential Modules for Beginners
- Customizing Modules for Your Business
- Security Best Practices
- Protecting Your Installation
- User Management and Permissions
- Common Troubleshooting Tips
- Conclusion and Next Steps
1. Introduction to Dolibarr ERP/CRM
Dolibarr is an open-source ERP/CRM platform designed for small and medium-sized businesses (SMBs). Its modular architecture allows users to implement only the functionalities they need, making it an efficient and scalable solution for organizations of all sizes.
Key Features of Dolibarr in 2025:
- Modular design for ERP/CRM capabilities such as invoicing, inventory management, project tracking, and HR.
- Integration with popular tools like PayPal, Stripe, WooCommerce, and Magento.
- Improved mobile compatibility and cloud-hosting options.
- Open-source licensing with strong community support.
Dolibarr can be hosted locally, on a web server, or through its cloud services, offering flexibility to meet various business requirements.
2. System Requirements for Dolibarr in 2025
Before installing Dolibarr, ensure your system meets the minimum requirements:
Server Requirements:
- Operating System: Windows, Linux, macOS.
- Web Server: Apache 2.4+ or Nginx.
- PHP Version: 7.4 to 8.2 (latest stable version recommended).
- Database: MySQL 5.7+, MariaDB 10+, or PostgreSQL.
Client Requirements:
- Browser: Google Chrome, Firefox, Microsoft Edge, Safari (latest versions).
- Screen Resolution: Minimum 1024x768.
Hosting Recommendations:
- 2 GB RAM (minimum for small installations).
- 10 GB storage (expandable based on data requirements).
- SSL Certificate for secure connections.
3. Installation Methods
3.1 Hosting Options
Dolibarr offers flexibility in how you can host and manage your instance:
- Local Hosting: Install Dolibarr on your own server or PC. Ideal for testing and small-scale use.
- Web Hosting: Use a shared or dedicated hosting service to run Dolibarr. Suited for businesses needing 24/7 availability.
- Dolibarr Cloud Services: Opt for Dolibarr's managed cloud hosting for hassle-free setup and maintenance.
3.2 Installing Dolibarr on Your Server
Dolibarr's source files are available for download on its official website. Installation typically involves setting up a web server, database, and the Dolibarr application.
3.3 Using Dolibarr Cloud Services
For beginners or users seeking simplicity, Dolibarr offers a cloud-hosted solution. With a subscription, you can skip manual installation and enjoy automatic updates, backups, and robust support.
4. Step-by-Step Installation Guide
4.1 Installing on a Local Server
Windows:
- Download Dolibarr: Visit the Dolibarr website and download the Windows installer.
- Run the Installer: Follow the prompts to install Dolibarr, Apache, PHP, and MySQL on your local machine.
- Access Dolibarr: Open your browser and navigate to
http://localhost/dolibarr/
to start the setup wizard.
macOS:
- Install Dependencies: Use tools like Homebrew to install Apache, PHP, and MySQL.
- Download Source Files: Get the Dolibarr package from the official website.
- Configure Web Server: Place Dolibarr files in your Apache server directory and access it via
http://localhost/dolibarr/
.
Linux:
- Install LAMP Stack: Install Apache, MySQL/MariaDB, and PHP using your package manager.
- Download Dolibarr: Extract the package to
/var/www/html/
. - Set Permissions: Ensure correct permissions with
chmod -R 755 /var/www/html/dolibarr
. - Run Installation Wizard: Access the setup wizard via
http://localhost/dolibarr/
.
4.2 Installing on a Web Hosting Service
- Upload Files:
- Use an FTP client like FileZilla to upload Dolibarr files to your hosting server.
- Create a Database:
- Use cPanel or phpMyAdmin to create a database and user.
- Run the Installer:
- Navigate to your website (e.g.,
http://yourdomain.com/dolibarr/
) to start the setup wizard.
- Navigate to your website (e.g.,
- Complete the Setup:
- Enter database credentials, set the admin account, and configure basic settings.
5. Initial Configuration
5.1 Setting Up the Admin Account
During installation, you'll create an administrator account. Use a strong password and store it securely.
5.2 Configuring General Settings
- Localization: Set your default language, timezone, and currency.
- Company Information: Enter your business details, including logo, address, and contact information.
- Email Configuration: Set up an SMTP server for sending emails.
6. Activating and Configuring Modules
Dolibarr's modular system allows you to enable only the features you need.
6.1 Essential Modules for Beginners
- Third Parties: Manage customers, suppliers, and partners.
- Invoicing: Generate and track invoices and payments.
- Inventory: Monitor stock levels and manage warehouses.
- Projects: Plan and track project tasks and milestones.
- HR: Manage employee records, leaves, and payroll.
6.2 Customizing Modules for Your Business
- Go to Home > Setup > Modules/Applications.
- Enable the modules you need.
- Configure each module to suit your operations.
7. Security Best Practices
7.1 Protecting Your Installation
- Use HTTPS with an SSL certificate.
- Regularly update Dolibarr and server components.
- Restrict file and folder permissions.
7.2 User Management and Permissions
- Create user accounts for employees with specific roles.
- Set permissions based on roles to prevent unauthorized access.
8. Common Troubleshooting Tips
Issue: Installation Wizard Doesn’t Load
- Solution: Check that Apache, PHP, and MySQL are running correctly.
Issue: Database Connection Fails
- Solution: Verify your database credentials and ensure the user has appropriate privileges.
Issue: Missing Permissions
- Solution: Run
chmod
to set correct file permissions.
9. Conclusion and Next Steps
Dolibarr offers a powerful and flexible solution for managing your business operations in 2025. While the installation and configuration process may seem complex at first, this guide simplifies the steps, ensuring that even beginners can get started quickly.
Next Steps:
- Explore advanced modules like e-commerce integrations and analytics.
- Join the Dolibarr community for support and updates.
- Regularly back up your data to prevent loss.
By following this guide, you’re well on your way to leveraging Dolibarr ERP/CRM to enhance your business efficiency and streamline operations. Happy managing!