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Product Lifecycle Management — How to Install

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How to Install — Product Lifecycle Management

Module folder: modules/product_lifecycle_management/   Version: v1.0.0

Product lifecycle stages, tracking and governance for Perfex CRM

Before you begin

  • Backup your database (Setup → Backup or your host backup tool).
  • Use a staff account with Modules / Settings access.
  • PHP version and Perfex CRM version should match the module README requirements when listed.
  • Keep the module folder name exactly product_lifecycle_management.

Step-by-step installation

  1. Upload the product_lifecycle_management folder into your CRM modules/ directory (FTP, cPanel, or Setup → Modules → Upload when available).
  2. Log in to Admin.
  3. Go to Setup → Modules.
  4. Find Product Lifecycle Management and click Activate (or Upgrade if already installed).
  5. Wait for migrations/tables to finish — do not refresh mid-activation.
  6. Go to Setup → Staff → Roles and assign permissions for this module.
  7. Open Product Lifecycle Management → Settings and save defaults.

Install notes from README

Installation

  1. Upload the product_lifecycle_management folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules, find Product Lifecycle Management, and click Activate.
  3. Assign staff permissions under Setup → Staff → Roles.
  4. Open PLM → Settings to configure prefixes, gates, API, and webhooks.

Database schema is created on activation. Schema version is stored in plm_db_version (100 for v1.0.0).

Uninstall

  1. Deactivate the module in Setup → Modules.
  2. Click Uninstall.

Uninstall drops all tblplm_* tables, removes module options, and deletes uploads/plm/. Core Perfex files are never modified.

After activation — configuration checklist

  1. Go to Setup → Modules and activate Product Lifecycle Management.
  2. Reload admin once if menus do not appear — schema version plm_db_version is set to 100 for v1.0.0.
  3. Assign permissions under Setup → Staff → Roles.
  4. Open PLM → Settings and configure prefixes, gates, API, and webhooks.
  5. Perfex CRM 2.3+ (3.x recommended)
  6. PHP 7.4+ (8.1+ recommended)
  7. MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  8. PHP extensions: mysqli, json, mbstring, curl, fileinfo

Official documentation — Installation

Installation

  1. Upload the product_lifecycle_management folder to modules/ in your Perfex CRM installation.
  2. Go to Setup → Modules and activate Product Lifecycle Management.
  3. Reload admin once if menus do not appear — schema version plm_db_version is set to 100 for v1.0.0.
  4. Assign permissions under Setup → Staff → Roles.
  5. Open PLM → Settings and configure prefixes, gates, API, and webhooks.

No core CRM files are modified. All tables and options are created on activation.

Requirements

  • Perfex CRM 2.3+ (3.x recommended)
  • PHP 7.4+ (8.1+ recommended)
  • MySQL 5.7+ / MariaDB 10.3+ (InnoDB)
  • PHP extensions: mysqli, json, mbstring, curl, fileinfo

Staff permissions (from module)

Assign under Setup → Staff → Roles. Each feature can expose different actions:

FeatureActions
PLM Dashboard
plm_dashboard		view
Products
plm_products		view, create, edit, delete, transition
Lifecycle Stages
plm_stages		view, create, edit, delete
Reports
plm_reports		view, export
Settings
plm_settings		view, edit
Bill of Materials
plm_bom		view, create, edit, delete
Specifications
plm_specifications		view, create, edit, delete
Documents
plm_documents		view, create, edit, delete
Document Categories
plm_document_categories		view, create, edit, delete
Change Orders
plm_change_orders		view, create, edit, delete, approve, implement
Quality Gates
plm_quality_gates		view, create, edit, delete, signoff, waive

Verify installation (checklist)

  1. Setup → Modules shows Product Lifecycle Management as Active.
  2. Admin sidebar shows the Product Lifecycle Management menu for an admin user.
  3. Setup → Staff → Roles lists this module's permission groups.
  4. Opening Product Lifecycle Management → Settings loads without PHP errors.
  5. Creating one sample record succeeds and appears in the list/table.
  6. (If used) Cron-dependent features have Perfex CRM cron enabled on the server.

After install — first actions

  1. Create master data required by this module.
  2. Create one sample record and walk it through approve/complete if applicable.
  3. Train staff using the Quick Start Guide.

Related: Features · Quick Start · FAQ · Version & Changelog

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