Sugar Community Edition Installation and Administration Guide Version 5.0

Installing Sugar

The process of installing Sugar is as follows:

1.	Download Sugar files.

2.	Copy the Sugar files to your Web server, check for and set dependencies and requirements.

3.	Install Sugar Community Edition with the Sugar Setup Wizard.

Downloading Sugar Files

To download the latest Sugar files:

1.	Go to http://www.sugarcrm.com/

2.	Log in using your Sugar username and enter the password associated with your account.

3.	Click on the Downloads Manager link or visit http://www.sugarcrm.com/sugarshop/downloads.php.

4.	Enter your download key into Download Key field and click Submit.

5.	Click the SugarOS-5.0.zip to download it.

Copying Sugar Files to the Web Server

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

1.	Locate your webroot 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 Web root includes:

/var/www/html/ (Linux/Apache)

C:\Inetpub\wwwroot\ (Windows/IIS)

C:\Program Files\Apache Group\Apache\htdocs\ (Windows/Apache)

/Library/Web server/Documents/ (MacOS X/Apache)

2.	Unzip the Sugar zip file into your webroot. A directory is automatically created within webroot.

3.	Rename this directory at any time.

4.	Set permissions on the Sugar files. The following directories, all subdirectories, and files must be made writable by your Web server user:

•

cache

•

custom

•

data

•

modules

•	config.php

The system user that your Web server uses to access files in your webroot 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.

Using the Sugar Setup Wizard

After you copy the Sugar files into your Web root, you can use the Sugar Setup Wizard. The URL http://<yourServer>/<yourSugarDirectory>/install.php on your machine corresponds to the Sugar URL that you will use to access the Sugar Setup Wizard.

For example: http://localhost/Sugar-Full_5.0/install.php

You can perform a typical installation or a custom installation. While typical installation is recommended, you can choose custom installation for the following reasons:

•	You want not want to use Admin User as the Sugar database administrator.

•	You want to specify the locale settings during installation instead of specifying it after you log into the Sugar application.

To perform a typical installation of Sugar

1.	Launch the browser and enter the URL described above.

The Welcome page displays on the screen. This screen lists the requirements to help determine if you can successfully install Sugar. Read this page before proceeding with the installation.

2.	Click Next.

The Installer displays the Sugar License Agreement screen.

3.	Review the license, check “I Accept”, and click Next.

Note:

The installers checks the system for compatibility and then displays the Installation Options screen. 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 to get back to the appropriate screen.

4.	Select Typical Install and click Next.

The Database Type Selection screen displays next.

Select the database that is installed on your system and click Next.If you select MySQL, the Installer displays the following Database Configuration screen.

If you select SQL Server, the Installer displays the following screen.

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 allows you to create them at this time.

5.	Enter the database name. The Installer displays sugarcrm as default name for the database but you can specify a new name for the database.

6.	Enter a username and password for the database administrator.

The system will use this information to generate a new database user that the Sugar application will use to communicate with the database. This new user information will be displayed under “System Credentials” on the Summary page at the end of the installation process.

For My SQL and SQL Server database, by default, Sugar selects the Admin User as the database administrator. But you can specify a different user as the database administrator. To select an existing user, select Provide existing user. To create a new database user, select Define user to create. Enter the database user name and password in the fields that display below. Reenter the password to confirm it.

7.	From the Demo Data drop-down list, select Yes to specify that you want to populate the database with the Sugar Demo data. Or else, select No.

The system verifies the database credentials. If you chose to install Demo data when it already exists from a previous installation, the system asks you to confirm if it is OK to drop current tables.

8.	Click Accept to drop current tables or else click Cancel and select No from the Demo Data drop-down list.

9.	Click Next.

The Installer validates the credentials of the specified administrator. If a database with the specified name already exists, it displays a dialog box asking you to either accept the database name or choose a new database. Click Accept to accept the database or else click Cancel and enter a new name in the Database Name field.

The Site Configuration screen displays on the page.

10.	Enter a password for the Sugar administrator, re-enter it to confirm the password, and click Next.

The Installer displays the Locale Settings screen which lists the default settings for your locale.

11.	Accept the default values or change them as needed.

12.	Click Next.

The Installer displays the Confirm Settings screen. This screen displays a summary of the settings that you specified.

13.	If you want a printout for your records, click Print Summary.

To include the database password and the Sugar password in the printout, click Show Passwords and then click Print Summary. When you click Show Passwords, the system displays the passwords and changes the button name to Hide Passwords. You can click this button to hide the passwords again.

14.	To begin the installation process, click Install.

The Perform Setup page displays the installation progress on the screen.

15.	When the setup is complete, click Next.

16.	The Installer displays the Registration page on the screen.

Registration is optional.

17.	To register your Sugar instance with SugarCRM, enter the necessary information and click Send Registration; or else click No Thanks to skip registration.

The Sugar log-in page displays on the screen. You can now log into Sugar with the username and password that you specified during installation.

To perform a custom installation of Sugar

1.	Launch the browser and enter the URL described above.

The Welcome page displays on the screen. This screen lists the requirements to help determine if you can successfully install Sugar. Read this page before proceeding with the installation.

2.	Click Next.

The Installer displays the Sugar License Agreement screen.

3.	Review the license, check “I Accept”, and click Next.

The installers checks the system for compatibility and then displays the Installation Options screen

Select Custom Install and click Next.

The Installer displays the Database Type Selection screen.

4.	Select the database of your choice and click Next.

If you select MySQL, the Installer displays the following Database Configuration screen.

If you select SQL Server, the Installer displays the following Database Configuration screen.

5.	Enter the database name.

The Installer displays sugarcrm as default name for the database but you can specify a new name for the database.

6.	Enter a username and password for the database administrator.

The system will use this information to generate a new database user that the Sugar application will use to communicate with the database. This new user information will be displayed under “System Credentials” on the Summary page at the end of the installation process.

Sugar selects the Admin User as the database administrator. But you can specify a different user. To select an existing user, select Provide existing user. To create a new database user, select Define user to create. Enter the database user name and password in the fields that display below. Reenter the password to confirm it.

7.	Select Yes from the Demo Data drop-down list to specify that you want to populate the database with the Sugar Demo data. Or else, accept No as the default value.

The system verifies the database credentials. If you chose to install Demo data when it already exists from a previous installation, the system asks you to confirm if it is OK to drop current tables.

8.	Click Accept to drop current tables or else click Cancel and select No from the Demo Data drop-down list.

9.	Click Next.

The Site Configuration screen displays on the page.

10.	Enter a password for the Sugar administrator, re-enter it to confirm the password, and click Next.

The Site Security screen displays on the page.

11.	Select the security options of your choice and specify the necessary information in the appropriate fields.

The Installer displays the Locale Settings screen.

12.	Accept the default values or change them as necessary and click Next.

The Installer displays the Confirm Settings screen. This screen displays a summary of the settings that you specified.

13.	Click Install.

The Perform Setup page displays the installation progress on the screen.

14.	When the setup is complete, click Next.

15.	The Installer displays the Registration page on the screen.

Registration is optional.

16.	To register your Sugar instance with SugarCRM, enter the necessary information and click Send Registration; or else click No Thanks to skip registration.

The Sugar log-in page displays on the screen. You can now log into Sugar with the username and password that you specified during installation.