Installing SugarCRM: Difference between revisions

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A pre-requisite to [[Importing contacts]], you need to install SugarCRM if you do not already have a working system
A pre-requisite to [[Importing contacts]], you need to install SugarCRM if you do not already have a working system


== Download and Install SugarCRM ==
== Dependencies for SugarCRM ==
SugarCRM provides easy stack installers which make trying the system as close to a one-click operation as possible.  That is great for trying it out.
If you are beyond the exploration stage you will want to install into an existing infrastructure, so we'll assume that approach.
 
There are some PHP modules that Sugar relies on, so you may want to check for those prior to installing.  Sugar is programmed to use the PHP IMAP module for mailing and the PHP CURL module for getting remote files.
There are some PHP modules that Sugar relies on, so you may want to check for those prior to installing.  Sugar is programmed to use the PHP IMAP module for mailing and the PHP CURL module for getting remote files.
<source lang="bash">
<syntaxhighlight lang="bash">
php -m | grep -i curl
php -m | grep -i curl
php -m | grep -i imap
php -m | grep -i imap
</source>
</syntaxhighlight>
If those modules are not installed, then you can install them via apt-get
If those modules are not installed, then you can install them via apt-get
<source lang="bash">
<syntaxhighlight lang="bash">
sudo apt-get install php5-curl php5-imap
sudo apt-get install php5-curl php5-imap
</source>
</syntaxhighlight>
 
== Download and Install SugarCRM ==
SugarCRM provides easy stack installers which make trying the system as close to a one-click operation as possible.  That is great for trying it out.
If you are beyond the exploration stage you will want to install into an existing infrastructure, so we'll assume that approach.


# Visit the [http://sugarcrm.com SugarCRM homepage], and click the top navbar link to "Sugar Open Source"
# Visit the [http://sugarcrm.com SugarCRM homepage], and click the top navbar link to "Sugar Open Source"
Line 20: Line 21:
# Visit the recommended "Installation" instructions page at http://www.sugarforge.org/content/installation/
# Visit the recommended "Installation" instructions page at http://www.sugarforge.org/content/installation/
# Install SugarCRM according to the instructions.
# Install SugarCRM according to the instructions.
## The short version is to extract the zip to a place in your webroot <source lang="bash">unzip -d /var/www/ SugarCE-5.1.0a.zip</source>
## The short version is to extract the zip to a place in your webroot <syntaxhighlight lang="bash">unzip -d /var/www/ SugarCE-5.1.0a.zip</syntaxhighlight>
## I typically use a symbolic link to make the application home at a friendly URL and easier to manage <source lang="bash">ln -s SugarCE-5.1.0a crm</source>
## I typically use a symbolic link to make the application home at a friendly URL and easier to manage <syntaxhighlight lang="bash">ln -s SugarCE-5.1.0a crm</syntaxhighlight>
# There are a number of directories that Sugar expects to have write access to, but they won't be from the unzip.  There are also a couple of configuration files that the installer needs to be able to write to; namely config.php and .htaccess
# There are a number of directories that Sugar expects to have write access to, but they won't be from the unzip.  There are also a couple of configuration files that the installer needs to be able to write to; namely config.php and .htaccess
# Execute this simple command to prepare your web directory  
# Execute this simple command to prepare your web directory  
<source lang="bash">
<syntaxhighlight lang="bash">
# recursively change ownership on the directories and set the sticky bit
# recursively change ownership on the directories and set the sticky bit
for x in cache custom data modules; do sudo chown -R www-data:www-data $x; sudo chmod -R +t $x; done
for x in cache custom data modules; do sudo chown -R www-data:www-data $x; sudo chmod -R +t $x; done
# change ownership of the configuration files
# change ownership of the configuration files
for x in config.php .htaccess; do sudo chown www-data:www-data $x; done
for x in config.php .htaccess; do sudo chown www-data:www-data $x; done
</source>
</syntaxhighlight>


After the install, I believe you should secure your configuration files with <source lang="bash">
After the install, I believe you should secure your configuration files with <syntaxhighlight lang="bash">
chmod go -rwx config.php .htaccess
chmod go -rwx config.php .htaccess
</source>
</syntaxhighlight>

Latest revision as of 13:22, 24 February 2025

A pre-requisite to Importing contacts, you need to install SugarCRM if you do not already have a working system

Dependencies for SugarCRM[edit]

There are some PHP modules that Sugar relies on, so you may want to check for those prior to installing. Sugar is programmed to use the PHP IMAP module for mailing and the PHP CURL module for getting remote files.

php -m | grep -i curl
php -m | grep -i imap

If those modules are not installed, then you can install them via apt-get

sudo apt-get install php5-curl php5-imap

Download and Install SugarCRM[edit]

SugarCRM provides easy stack installers which make trying the system as close to a one-click operation as possible. That is great for trying it out. If you are beyond the exploration stage you will want to install into an existing infrastructure, so we'll assume that approach.

  1. Visit the SugarCRM homepage, and click the top navbar link to "Sugar Open Source"
  2. Skip the "Wizard" and go right to the "Download Page" because you know what you're doing and also have a pre-existing setup of Linux, Apache MySQL and PHP
  3. Download SugarCE-5.0.0e.zip (production release) or the later available production release (getting only the application).
  4. Visit the recommended "Installation" instructions page at http://www.sugarforge.org/content/installation/
  5. Install SugarCRM according to the instructions.
    1. The short version is to extract the zip to a place in your webroot
      unzip -d /var/www/ SugarCE-5.1.0a.zip
      
    2. I typically use a symbolic link to make the application home at a friendly URL and easier to manage
      ln -s SugarCE-5.1.0a crm
      
  6. There are a number of directories that Sugar expects to have write access to, but they won't be from the unzip. There are also a couple of configuration files that the installer needs to be able to write to; namely config.php and .htaccess
  7. Execute this simple command to prepare your web directory
# recursively change ownership on the directories and set the sticky bit
for x in cache custom data modules; do sudo chown -R www-data:www-data $x; sudo chmod -R +t $x; done
# change ownership of the configuration files
for x in config.php .htaccess; do sudo chown www-data:www-data $x; done

After the install, I believe you should secure your configuration files with

chmod go -rwx config.php .htaccess