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Sugar Enterprise Documentation

Sugar Enterprise 5.2 Documentation

Sugar Enterprise Installation and Administration Guide

Version 5.2

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Use this option to access the SugarCRM forums, search FAQs (Frequently Asked Questions), download the latest Sugar version, buy network subscription, log into the network, file bugs, research reported bugs, and request new features.
The SugarCRM forums cover discussions on a broad range of topics such as setting up the Sugar application and FAQs (Frequently Asked Questions). If you want to participate in the discussions, you will need to register your organization with SugarCRM, Inc. However, you can view postings on any of the Sugar forums without registering your organization.
By default, the option to automatically check for updates is enabled. If you choose to check for Sugar updates automatically, you will be notified when new Sugar versions or updates are available.
To perform a manual check, uncheck the Automatically Check for Updates option and click Check Now. If you already have the latest version, the message “You have the latest version available” displays at the bottom of the panel.
Use this option to view and download PDF copies of available documentation on installing and using the Sugar application and plug-ins.
When you purchase Sugar, SugarCRM provides a Download Key number to download the application. During installation, you will need to enter the key number along with associated information, such as the expiration date. This information displays in the License Management sub-panel. If you need to edit the information, you can do so. When you save the updated information, the system automatically checks it against the information in SugarCRM database. If the information in the SugarCRM database is different from what you entered, then it overrides your revised information. For example, if you change the expiration date, the system checks the SugarCRM database for the expiration date based on when you purchased the application. If that number is different, then the License Management panel will override your change with the expiration date stored in the SugarCRM database. If you feel the displayed information is incorrect, contact Customer Support.
Typically, licenses are purchased for one year. During this time, you will need to periodically re-validate the license information with SugarCRM. If you enable automatic checks for Sugar updates as described in “Sugar Updates” on page 23, the system automatically re-validates the license information twice a week. However, if you have not enabled automatic Sugar updates or if you have a firewall, you will need to manually revalidate the license information once every three months. If the revalidation is successful, the system displays the date and time of revalidation in the License Validation sub-panel.
If your license expired less than 30 days ago, the system displays a warning message at the top of the page stating that the license has expired and requesting you to enter the new license key. You have 30 days from the date of the warning to update the license information.
If your license expired more than 30 days ago, the system locks the application, displays a warning at the top of the page stating that the license expired more than 30 days ago, and requests you to update the license information.
Though users are locked out of the system, administrators can still log in to access the License Management section of the Admin page and enter the new license key.
1.
In the Sugar Network sub-panel, click License Management to view the License Properties page.
This page displays sub-panels for License Management and License Validation.
2.
In the License Management sub-panel, click Edit and enter information for the following fields:
Download Key. The download key that you received from SugarCRM when you purchased the application.
Expiration Date. The date when the license expires.
Number of Users. The number of users the license allows.
Number of Offline Client Licenses. The number of offline users in your organization, if any.
Number of Portal Users. The number of SugarPortal users, if any, that you have purchased with your license.
For more information on SugarPortal, see the Sugar Portal Installation and User Guide.
3.
Click Save to save the information.
When you enable automatic checks for Sugar updates, the system automatically revalidates the license when you save the information. The revalidation date and time display in the License Validation sub-panel.
If automatic revalidation fails for any reason, check the proxy server configuration in the System Settings panel as described in “Proxy Settings” on page 30. If you fail to resolve the problem, you will need to manually revalidate the license as described below.
1.
To revalidate the license information, click Re-validate located above the License Validation panel.
2.
If the system fails to connect with the License Validation server for any reason, use the Manual Validation link located at the bottom of the panel.
3.
In the Manual Validation panel, click Export Download Key to export the sugarkey.lic file.
The system displays the Opening sugarkey.lic dialog box.
4.
Select Save to Disk to copy the sugarkey.lic file on your local machine and click OK. Your machine must have a browser and Internet access.
5.
Go to http://updates.sugarcrm.com/license and submit the sugarkey.lic file for validation.
By default, the file is named sugarvalidationkey.lic, but you can change the name if necessary.
7.
Log into your Sugar installation and navigate to Admin > License Management > Manual Validation.
8.
Browse to the location of the sugarvalidationkey.lic file on your local machine and click Import.

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Copyright 2004-2008 SugarCRM Inc.
Enterprise License

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