Sugar Community Edition Installation and Administration Guide Version 5.0

Installation Prerequisites and Guidelines

Before installing Sugar 5.0, ensure that you have the appropriate components installed on your server. Ensure that the Web server user has Write permissions to the Sugar installation root directory. See the Sugar Community Edition Release Notes for a complete list of the supported software versions.

SugarCRM uses GNU General Public License version 3 for the Sugar Community Edition.

Note:

Install the MB String module on your Web server to support multi-byte characters.

Memory Requirements

Increase the value of the memory_limit parameter in the php.ini file as follows:

•	MySQL Server: 40M or higher

•	MS SQL Server: 40M or higher

Database Requirements

•	If you are using MySQL, install version 4.1.2 or higher to use with Sugar 5.0.

•	If you are using Microsoft SQL Server, install it and set it up to work with Sugar. For more information, navigate to www.sugarcrm.com/wiki/Sugar Developer Wiki/Configuration and Installation/Installing SugarCRM with SQL Server.

Multi-byte Character Storage Support

In order to better support multi-byte character storage with Microsoft SQL Server, you can configure Sugar to use the FreeTDS driver.

If you have already install Sugar version 5.0, then you will need to migrate the application to use the FreeTDS driver. A pre-requisite for migration is that you are using Sugar version 5.0 with SQL Server 2005 on Apache with a PHP version 5.1.x or higher. This means that your current php.ini file and config.php file for SugarCRM instance should already reflect the necessary changes to run SugarCRM with SQL Server. The assumption is that there is data in the tables with multi-byte character values. You can also choose to create test data from a new 5.0 instance. This can be setup through the installation process by choosing to populate multi-byte character seed data with the installer. For more information, see “To migrate Sugar to FreeTDS driver”.

To enable Sugar for FreeTDS driver

1.	Navigate to http://www.sugarforge.org/frs/?group_id=6.

2.	Download the sugarcrm MB mssql.zip file listed under Sugar CE 5.0/MSSQL MB Driver.

This zip file contains the necessary .lib, .conf, and .dll files for FreeTDS.

3.	Ensure that Sugar is installed on Apache and that you can connect to SQL Server Database V. 2005 from it.

4.	Backup the original php.ini file and save it at a location from where you can retrieve it if the changes render Apache inoperable.

5.	Modify your php.ini file to include extension for FreeTDS and comment out the existing php_mssql.dll extension as shown below.

;extension=php_mssql.dll

extension=php_dblib.dll

6.	Change the mssql.charset value to utf-8. If the mssql.charset parameter is missing, add it underneath the default_charset setting as shown below.

;default_charset = “iso-8859-1”

mssql.charset = “utf-8”

7.	Open the sugarcrm MB mssql.zip file and do the following:

a.	Copy the appropriate php_dblib.dll to the extensions folder of the PHP installation.

There are three separate folders for three different versions of PHP (5.1.x, 5.2.x, 6.x). The php_dblib.dll file is the FreeTDS dynamic link library file. Your extension directory is the value for the extension_dir key in the php.ini file. Typically, it is located in the ext folder. Ensure that you choose the appropriate version of the FreeTDS dynamic link library to use. They are organized according to PHP versions under the Drivers folder.

b.	Place the freetds.conf file in the c:\ directory of your Windows operating system.

If the SQL Server instance is listening to connections on a port other than the default (1433), modify the freetds.conf file accordingly. Even if your Program Files folder that runs SQL Server or Apache resides in another directory (for example, in d: or e:), the freetds.conf file should still go in the c:\ directory.

c.	Copy ntwdblib.dll and msvcr71.dll to the Windows/SYSTEM32 folder for runtime extension support and verify the accuracy of the ntwdblib.dll file.

The msvcr71.dll file is also included in the freetds.zip file and should be copied into the Windows/SYSTEM32 folder as well. The subdirectories of your Apache installation directory may also contain copies of the ntwdblib.dll file. Ensure that the versions of the ntwdblib.dll file in those folders match the one you have placed in Windows/SYSTEM32. If you are unsure, you may also rename the ntwdblib.dll files under the Apache directories to be safe.

8.	Restart Apache.

9.	From the command line where the apache.exe file resides enter the following command from a DOS or SHELL terminal:

>apache.exe –k restart

Alternatively, use any Apache management tools that you are familiar with to restart the Apache Web server.

The configuration is now complete and you can proceed to the Sugar installation page.

If you have problems connecting to the SQL Server database Express edition during the database configuration installation process, do the following:

•	Try alternating the use of the IP Address of the host name with and without an explicit port number. For example:

localhost

localhost, 1433

•	In the SQL Server Configuration Manager, enable TCP/IP to communicate with SQL Server.

To migrate Sugar to FreeTDS driver

1.	Backup the Sugar database using tools such as the MS SQL Server Management Studio application.

If using this application, do the following:

a.	Log into MS SQL Server Management Studio application.

b.	Ensure that the SQL Server Agent service is running.

c.	Select the database you want to copy (Tasks->Copy Database). This will take you to a wizard application that will complete the process of making a backup of the existing database.

2.	Run the upgrade_mssql.php script in the root directory of the Sugar installation.

Run this file through the Command Line Interface. Ensure that your PATH settings are setup properly to allow for PHP command line execution. Your PHP executable may reference another php.ini file.

If so, check to make sure that the php.ini file used by the command line PHP executable also has the php_mssql.dll extension enabled. Run the command as follows:

> php -f upgrade_mssql.php

3.	Modify php.ini for apache as follows:

>cp php.ini php.bak

Note:

Ensure that you backup your original php.ini file first.

4.	Follow the steps outlined in “To enable Sugar for FreeTDS driver” on page 2 starting from Step 5.