SugarCRM Installation

Installing Sugar Suite

The process of installing Sugar Suite is as follows:

1. Download Sugar Suite files.
2. Copy the Sugar Suite files to your web server, check and set the dependencies and requirements.
3. Install Sugar Suite with the Sugar Setup Wizard.
4. Log into Sugar Suite.

Step 1: Download Sugar Suite Files

Sugar Open Source

Download the latest Sugar Open Source installation package.

1. Click on the link to the appropriate Full Installation Package to download the installation file.
2. For MS SQL Server support, be sure to download the installation package for Microsoft.
3. For past releases, visit the Sugar Open Source Project page.

Sugar Professional and Sugar Enterprise

Visit the SugarCRM Support Portal to download the latest Sugar Professional or Sugar Enterprise installation package.

1. To download the commercial editions, you must have a valid subscription to the software.
2. Click on the Download Purchased Software Now link .
3. If prompted, enter your download key into Download Key field and click Submit.
4. Click on the package in the Installer section of the latest release to download the installation file.

Step 2. Copy Sugar Suite Files to the Web Server

After you download Sugar Suite, you need to unzip the files and set permissions.

1. Locate your Web root directory on your Web server. This is the directory on your Web server where publicly accessible files are made available by your Web server. Common locations for the Web root includes:
   1. /var/www/html/ (Linux/Apache)
   2. C:\Inetpub\wwwroot\ (Windows/IIS)
   3. C:\Program Files\Apache Group\Apache\htdocs\ (Windows/Apache)
   4. /Library/Web server/Documents/ (MacOS X/Apache)
2. Unzip the Sugar Suite zip file into your Web root. A directory is automatically created within Web root.
3. You can rename this directory at any time.
4. Set permissions on the Sugar Suite files. The following directories, all subdirectories, and files must be made writable by your Web server user: See the Troubleshooting section below for more details on setting the file permissions.
   1. cache
   2. custom
   3. data
   4. modules
   5. config.php

The system user that your Web server uses to access files in your Web root varies depending on your operating system configuration. Common Web server users include:

• apache (Linux/Apache)
• nobody (Linux/Apache)
• IUSR_computerName (Windows/IIS)

If you are unsure of your Web server user, consult your system administrator.

Step 3. Install Sugar Suite

After you copy the Sugar Suite files into your Web root, you can use the Sugar Setup Wizard. The http:/// on your server corresponds to the Sugar URL that you will use to access the Setup Wizard.

For example: http://localhost/SugarSuite-Full_4.5.0

To install Sugar Suite:

1. Launch the browser and enter the URL described above. You are redirected to the Sugar Setup Wizard.
2. Click Start to begin.
   
   Note: At any time prior to accepting the Confirm Setting menu, you can modify any of your settings. To modify any settings, click the Back button.
   Note: For locales that use a character set other than UTF8 or CP1252, you will have to define an export/import character set under System Settings in Sugar Suite. For more information, see the Sugar Open Source Administration Guide.
   The License Acceptance screen displays.
   
3. Review the Sugar Public License, check “I Accept”, and click Next.The System Check Acceptance screen displays. Sugar Suite checks for dependencies and system requirements as listed below:
   1. Your database must be configured to work with PHP.
   2. The cURL Library must be included in your PHP installation.
   3. The session_save_path setting defined in your php.ini file. The memory_limit setting value (php.ini file) does not apply to Windows.
      
      If any components are not set correctly or available, its status displays the message in red. Cancel out of the installation and correct the dependency.
4. If all these checks pass successfully, the installer displays the Next button.Click Next.
   The Database Configuration screen displays. You can also populate the Sugar Suite demo data in this step. If you are installing Sugar Suite with the Sugar Public License (SPL), and if your database server is running on the same machine as your Web server, the host name is typically set to localhost. If you do not have a database name or user name, Sugar Suite allows you to create them at this time. Ensure that the user has administrative privileges.
   The following screenshot illustrates the Database Configuration screen that displays for the SPL license. If you are installing with the SugarCRM Community License (S-CL), in the Host Name field, enter the name of the machine where you installed SQL Express.
   
   The following screenshot illustrates the Database Configuration screen that displays for S-CL.
   
5. Click Next.
   The Site Configuration screen displays. The Site Configuration menu allows you to set options specific to the Sugar installation such as enabling Sugar updates, and setting up advanced site security. The URL setting is your Sugar URL. Normally the default value is used. To customize your session directory, log directory, and application ID, uncheck the advance site security box. A supplemental menu appears below the check box for the advance site security settings.
   
6. Set your Sugar Suite URL, administrator password, and other miscellaneous options, and click Next.
   The Locale Settings & Language Pack screen displays.
   
7. Enter the system-wide default settings for the date, time, name, language, and salutation and click Next.
   Note: To change the default language from US English to another language, you must install the appropriate language pack.
   The Confirm Settings screens displays all the configurations that you specified.
8. Check the settings carefully and click Next.
9. If you need to change it, click the Back button to navigate to the screen you want.
   
   The Perform Setup screen displays and the installer begins to set up your system.
   
10. When the setup is complete, click Next. The Registration screen displays.
    To register your application with SugarCRM, click Send Registration. If you choose not to register at this time, click Finish to proceed to the login screen.

Step 4. Log into Sugar Suite

The Sugar Suite login screen displays. You may now log into Sugar with the admin user name and password you provided in the Setup Wizard. After a successful log in, you can configure users and do other administrative tasks. See the Sugar Open Source Administration Guide for more information.