SugarCRM is a webbased CRM solution written in PHP. SugarCRM is available in different flavours called “Editions” (“Community” (free), “Professional”, and “Enterprise”). For a detailed overview of the different editions, have a look at the SugarCRM website. In this tutorial I will describe the installation of the free Community Edition on Fedora 10. With the modules My Portal, Calendar, Activities, Contacts, Accounts, Leads, Opportunities, Cases, Bugtracker, Documents and Email, SugarCRM Community Edition offers everything that can be expected from a CRM solution.
1 Preliminary Note
In this tutorial I use the hostname server2.example.com with the IP address 192.168.0.101. These settings might differ for you, so you have to replace them where appropriate.
I will install SugarCRM in Apache’s default vhost (document root /var/www/html) in the directory /var/www/html/sugarcrm. You might have to adjust this on your system.
2 Install The MySQL Database Server
Install unzip to be able to unpack the SugarCRM package later:
yum install unzip
yum install mysql mysql-server
Then we create the system startup links for MySQL (so that MySQL starts automatically whenever the system boots) and start the MySQL server:
chkconfig –levels 235 mysqld on
mysqladmin -u root password yourrootsqlpassword
mysqladmin -h server2.example.com -u root password yourrootsqlpassword
to set a password for the user root (otherwise anybody can access your MySQL database!).
3 Install The Apache Webserver And PHP
yum install httpd php php-devel php-gd php-imap php-ldap php-mysql php-odbc php-pear php-xml php-xmlrpc php-eaccelerator php-magickwand php-magpierss php-mapserver php-mbstring php-mcrypt php-mhash php-mssql php-shout php-snmp php-soap php-tidy curl curl-devel perl-libwww-perl ImageMagick libxml2 libxml2-devel
Afterwards we need to check two settings in /etc/php.ini:
Make sure that the memory_limit is at least 64M and set the upload_max_filesize to 20M:
[...] ;memory_limit = 32M ; Maximum amount of memory a script may consume (16MB) memory_limit = 64M [...] ; Maximum allowed size for uploaded files. ;upload_max_filesize = 2M upload_max_filesize = 20M [...]
Now configure your system to start Apache at boot time:
chkconfig –levels 235 httpd on
4 Install SugarCRM
You can download SugarCRM Community Edition from http://www.sugarforge.org/frs/?group_id=6 or http://www.sugarcrm.com/crm/download/sugar-suite.html. Pick the latest .zip file (version 5.2.0a at the time of this wrinting) and install it as follows:
mv * /var/www/html/sugarcrm/
chown -R apache:apache /var/www/html/sugarcrm
Start the webbased SugarCRM installer by opening the URL http://server2.example.com/sugarcrm or http://192.168.0.101/sugarcrm in your browser.
The SugarCRM setup wizard comes up:
Scroll down and click on the Next button:
Accept the license (GPL) and click on Next:
Select Typical Install and click on Next:
Select the database type (MySQL):
On the Database Configuration page, fill in a name for the SugarCRM database (e.g. sugarcrm) (will be created by the installer automatically if it doesn’t exist). The Host Name is localhost. Then fill in the username of the MySQL administrator (root) and his MySQL password (yourrootsqlpassword). Then scroll down…
… and select Define user to create from the drop-down menu to create a MySQL user for SugarCRM (this user will be created by the setup wizard). Fill in a name for that user (e.g. sugarcrm) and a password. If you want to have some demo data to play with, select Yes from the Populate Database with Demo Data? drop-down menu. Click on Next afterwards:
Next fill in a password for the SugarCRM admin user (username is admin):
Select your locale and currency settings:
You should now see a summary of your selected options. If everything’s ok, click on Install:
SugarCRM is now being installed. Click on Next afterwards:
If you want you can now register to receive newsletters – this is optional:
You should now see the SugarCRM login screen. Fill in admin as the username and the password you specified in the setup wizard:
After the first login, you are asked to select your time zone. Select the right one and click on Save:
This is how sugarCRM looks:
A user guide for your SugarCRM version can be found on http://www.sugarforge.org/frs/?group_id=6.
- SugarCRM: http://www.sugarcrm.com/
- SugarForge: http://www.sugarforge.org/
- Fedora: http://fedoraproject.org/