Sugar Enterprise Release Notes Version 5.5.0

Introduction

This document describes the requirements, new features, enhancements, and known limitations in Sugar Enterprise 5.5.0.

You can upgrade from Sugar versions 5.1.0x, 5.2.0x , 5.5.0RC1, RC2, RC3, and RC4 to Sugar version 5.5.0. All Sugar 5.2 plug-ins and extensions are compatible with Sugar 5.5.0.

Note:

It is strongly recommended that you test 5.5.0 on a copy of your production system.

Please continue providing feedback on this release as we continue to develop Sugar functionality for the upcoming releases. We will continue to work to incorporate your feedback into the development process. The SugarCRM Development Team is closely monitoring your feedback and is making every effort to fold it into upcoming releases.

For more information on a bug or to provide feedback, use the SugarCRM Bug Tracker which is accessible through http://bugs.sugarcrm.com. Use “5.5.0” to designate new bugs found in this release. You can also update existing bugs with additional information.

Check the Bug Tracker for known issues prior to submitting bugs.

Topics include:

•	Platform Changes

•	Requirements

•	Compatibility Matrix

•	New Features and Other Changes in 5.5.0

•	Upgrade Considerations

•	Known Limitations

•	Fixed Bugs in 5.5.0

Platform Changes

Support for the following has been added:

Windows 2008

MS SQL Server 2008

Support for the following has been removed:

PHP 5.1.x

MySQL 4.1.x

IIS 5.1

Requirements

Requirements for 5.5.0 are as follows:

•	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

•	Oracle: 50M or higher

•	If you are running PHP 5.2.9 and a Sugar version prior to 5.2.0c, turn off PHP notices in php.ini before you upgrade to Sugar 5.5.0.

•	To install Sugar 5.5.0 successfully, ensure that the Multibyte String (mbstring) module is installed in your PHP libraries.

•	If you are using MySQL, install version 5.0 or higher to use with Sugar 5.5.0.

•	For Microsoft Exchange, Sugar supports only versions 2000 and higher.

•	Before upgrading to 5.5.0, navigate to the php.ini file on your system and change the post_max_size and upload_max_filesize settings to more than 20MB. Restart Apache and then begin the upgrade process.

•	The process of upgrading can take up to an hour. If you are using the IIS Web server, you need to ensure that the CGI application does not time out. To do this, on IIS, set the CGI script timeout to more than 300 seconds, which is the default value.

•	If op-code caching is enabled in the PHP configuration file, you will need to disable it before upgrading your Sugar installation. You can enable it after the upgrade process is complete.

•

In order to better support multi-byte character storage with Microsoft SQL Server, you can configure Sugar to use FreeTDS driver. See “Installation Prerequisites and Guidelines” in the Sugar Enterprise Application Guide. The supporting files are in a zip file, sugarcrm-MB-mssql.zip at http://www.sugarforge.org/frs/?group_id=6.

Compatibility Matrix

SUGAR BUILDING BLOCKS	SUPPORTED VERSIONS	COMMENTS
PLATFORMS		Sugar runs on any OS that runs PHP
• Linux	Red Hat 4.x, 5.x (Advanced Server, Enterprise Server) Oracle Enterprise Linux 5.1 CentOS 4.x, 5.x
• Windows	XP, 2003, 2008, Vista
• Mac	OS X
PHP
PHP	5.2.1- 5.2.6, 5.2.8 - 5.2.11
DATABASES
• MYSQL	5.0x, 5.1
• MS  SQL Server	2005, 2008
• ORACLE	9i, 10g
WEB SERVERS
•    Apache	1.3x, 2.0x, 2.2x	Supports any version that runs PHP
•    IIS	6.0, 7.0
SUGAR PLUG-INS
• Sugar Plug-In for Microsoft Outlook	Outlook 2003, 2007
• Sugar Plug-in for Microsoft Word	Word 2003, 2007, XP
• Sugar Plug-in for Microsoft Excel	Excel 2007
• Client (Browser)	Firefox 2.0, 3.0, 3.5 IE 6.0, 7.0, and 8.0 Safari (latest)
MULTIMEDIA
• Adobe Flash	7 and above
RECOMMENDED STACKS
Linux Stack
• PHP version	5.2.8
• Apache	2.0.63, 2.2.4
• RedHat Enterprise	Workstation 4
Preferred Databases
MySQL	5.1
SQL Server	2005
Oracle	10g
Windows Stack
• Windows	2003
• PHP version	5.2.8
• IIS	6.0
Preferred Databases
MySQL	5.1
SQL Server	2005
• Oracle	10g

Notes:

1.	Strict mode is supported for MYSQL.

2.	The PHP setting, MBstring.func_overload =7 is supported.

New Features and Other Changes in 5.5.0

Sugar 5.5.0 contains the following new features, enhancements, and other changes:

Dynamic Teams

You can now assign a record to multiple teams to enhance collaboration on complex projects. For example, a record can be assigned to Sales as well as Support representatives.

Themes

The new Sugar IE6 theme is compatible with Internet Explorer 6.

Password Management

The Password Management feature enables system administrators to create and manage system-generated passwords and password rules for users.

Sugar Mobile Editor

For Sugar Mobile, you can enable or disable modules for mobile views. In Studio and Module Builder, you can customize the mobile view page layouts for List View, Detail View, Edit View, and Search.

Expanded Access for Developer Role

Developer privileges now include ability to manage Users, Teams, and Roles.

Portal API User

Portal User has been renamed as Portal API User.

PDFs for Quotes and Reports

Sugar now provides the option of using the TCPDF PHP class when creating reports and quotes in PDF format because it provides support for multi-byte languages. Using TCPDF is now the default setting. Therefore, it is strongly recommended that you upgrade your existing custom PDF templates to TCPDF.

Emails

•	The Emails module offers the following enhancements:

•	TinyMCE has been updated to version 3.2.1.1.

•	PHPMailer has been updated to version 2.3.

•	Sugar can now use TLS to negotiate with email servers.

•	The Emails module no longer supports the mailing list feature.

Targets

You can now add records from the List View of Accounts, Contacts, Leads, and Targets to an existing target list. To do this, select records in the List View, click the Add to Target List button, and select the target list from the pop-up window.

Quotes

The Quotes module now supports discounts on line items.

Sugar UI Libraries

The Ext JavaScript library has been replaced with the Yahoo! UI Library, version 2.6.0.

Upgrade Considerations

Adding Dynamic Teams to the product in 5.5 requires some database schema changes across all modules as part of the upgrade process. For larger databases, this operation can take some time to complete. We recommend taking the following measures to ensure a smooth upgrade process:

1.	Test your upgrade on a development instance instead of the production instance.

2.

If your database contains more than 10000 records per table, use the Silent Upgrade method through the command line interface to conduct the upgrade instead of the Upgrade Wizard inside the application. Instructions on using the Silent Upgrade are detailed in the 5.5 Application Guide at http://docs.sugarcrm.com.

3.	After the upgrade is complete, log into the application as an Administrator.

4.	Navigate to the Repair page from the Administration Home page.

5.	Click Quick Repair and Rebuild, select All Modules from the drop-down list, and click Repair.

Known Limitations

The Microsoft SQL Server driver version 1.0, does not support UTF8. Therefore, use the FreeTDS Driver.

Fixed Bugs in 5.5.0

Bug 33697

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Bug 33752

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Bug 33778

After converting from Sugar Community Edition to Sugar Enterprise, the “Number of Offline Client Licenses” field on the License Management page does not display “10” as the default value.

Bug 33881

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Bug 33924

In Sugar Cloud Console, after converting from Sugar Express to Sugar Enterprise, the Team field drop-down list does not display the default team names.

Bug 33925

In the Mass Update panel of some modules, clicking the Add button does not add a new Team field.

Bug 33936

Attempts to save custom integer fields with a custom separator fail and the system reverts to the default separator.

Bug 33945

set_relationships returns error when called to set relationships beetween ProspectList and Contacts or ProspectLists and Leads.