Version 5.1

Installation Process

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.	Navigate to Support & Training/Support Portal or visit http://www.sugarcrm.com/sugarshop/downloads.php.

3.	Log in using your Sugar user name and enter the password associated with your account.

4.	Click Download Purchased Software.

5.	On the Download Manager page, enter your download key into Download Key field and click Submit.

6.	Click the SugarCE-5.1.0.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 Sugar URL http://<yourServer>/<yourSugarDirectory>/install.php is the URL that you will use to access the Sugar Setup Wizard.

For example: http://localhost/Sugar-Full_5.1.0/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 do not want to use the same Database 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.

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

Note:

At any time prior to clicking Install in 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 screen displays next.

5.	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.

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

7.	For My SQL and SQL Server, enter the Host Name or the Host Instance.

If your database server is running on the same machine as your Web server, the host name is, by default, set to localhost.

8.	Enter the username and password for the Database Administrator. Then, specify the Sugar Database Username.

Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.

For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses the Sugar Database User to communicate with the Sugar database. But, at this time, you can create a different Sugar Database user.

To select an existing user, select Provide existing user from the Sugar Database Username drop-down list. To create a new Sugar 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. This new user information will display under “System Credentials” on the Confirm Settings page at the end of the installation process.

9.	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.

10.	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. If you use an existing database name, the database tables will be dropped.

11.	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.

12.	Enter a password for the Sugar admin user, 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.

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

14.	Click Next.

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

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

To include the database user password and the Sugar admin 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.

16.	To begin the installation process, click Install.

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

17.	When the setup is complete, click Next.

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

Registration is optional.

19.	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 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.	For My SQL and SQL Server, enter the Host Name or the Host Instance.

If your database server is running on the same machine as your Web server, the host name is, by default, set to localhost.

7.	Enter the username and password for the Database Administrator. Then, specify the Sugar Database Username.

Ensure that the Database Administrator you specify has the permissions to create and write to the Sugar database.

For My SQL and SQL Server, by default, the Installer selects the Admin User as the Sugar Database User. The Sugar application uses the Sugar Database User to communicate with the Sugar database. But, at this time, you can create a different Sugar Database user.

To select an existing user, select Provide existing user from the Sugar Database Username drop-down list. To create a new Sugar 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. This new user information will display under “System Credentials” on the Confirm Settings page at the end of the installation process.

8.	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.

9.	Click Next.

10.	Click Accept to drop current tables or else click Cancel and specify a new database name.

11.	Click Next.

The Site Configuration screen displays on the page.

12.	Enter the URL of your Sugar instance.

13.	Enter a name for your system to display to users on the Sugar application’s browser title bar.

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

The Site Security screen displays the security options on the page.

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

16.	Click Next.

The Installer displays the Locale Settings screen.

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

After installation, you can update this information from the Administration Home page in Sugar.

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

18.	To include the database user password and the Sugar admin password in the printout, click Show Passwords and then click Print Summary.

19.	To begin the installation process, click Install.

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

20.	When the setup is complete, click Next.

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

Registration is optional.

22.	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.