SugarCRM installation

Before installing Sugar OS we need to create a MySQL database and add a user with all privileges to it. This can be done following these simple steps:
· Log into your CPanel (located at https://yoursite.com:2083 for your domain, use the login for your Customer’s Area at Siteground).
· Go to MySql databases
· Scroll down to where it says: Db: _________ [add]. Enter your preferred database name. Click Add.
· This will create a database in the format of account_databasename, where account is your username with Siteground. Databasename is the name you’ve chosen for your database – in this tutorial we’ve used sugarcrm
· Now scroll down to Users. Enter a username and password, then click Add User.
· This will create a username in the format of account_username, where account is your username with Siteground, and username is the one you have just created for your new database.
· Please, scroll back up to locate the two drop down boxes with a button that says [Add User to Db].
· In the drop down select box on the left, choose your newly created username, and in the box on the right, choose your newly created database. Click Add User to Db.
SugarCRM download and installation
That’s all about the database setup. Next we proceed with getting the necessary package. Sugar OS can be downloaded freely from:
http://www.sugarcrm.com/crm/download/sugar-suite.html
We are going to need the full core package at the top – Sugar Open Source. There are also installers which contain besides Sugar CRM a full running version of the server needed. We won’t consider this option because we are using Siteground’s premium services which provide the necessary hosting solution.
So after following the link to the download we should have locally on our PC the file SugarSuite-4.*.zip (* would correspond to the current stable branch). Then we unzip the file and upload only the contents inside the extracted folder to our web space at Siteground. This can be easily done with Filezilla – a free open source ftp client (Learn more about FTP clients and accounts here : http://siteground.com/ftp_client_account.htm). When uploading please use passive mode and carefully fill in your username, password and ftp address. You can either create a directory on the remote server called SugarCRM or directly upload all the files to your public_html folder. The second option should be considered when you would like to have SugarCRM as your main site.
Now we have uploaded the files and we go to the corresponding url – in our case:
http://yoursite.com/SugarCRM
If you have followed correctly all the steps up to now you will be taken to a default welcome page. At the bottom of it you’ll find a link to start the installation.

When we click the Start button, we are taken to a page with the License Acceptance. We check “Accept” at the bottom and proceed to the next step. Now we have a system check, which has to ensure all files have the necessary permissions and the server is compatible with our installation. All options must be green “OK”. Only after this we can proceed next.Step 3 is the most important in the setup process. We have to specify the database configuration:

For Host Name we use localhost. This is our server’s default name. In Database Name we specify the database we have already created. Mind to specify your full database name, which includes your account name with Siteground – e.g. “accountusername_sugarcrm”. For User name we use again the already created and added to the database user – its full name including our account name. Last we specify the password for the database user.
We leave unchecked Create database and Create user because we have already done it. It is not necessary to check Drop and recreate existing SugarCRM tables because we are doing a clean installation. If you prefer, you can check the “Populate database with demo data” button. This would be useful if you want to explore a working system and you intend only to test the current installation. Otherwise it may confuse you because you would have to delete all the data later.
Next page can be left with the values populated by default. You have to specify only your administrator’s password for the application and retype it.

We click Next and we’re taken to a page in which we have to confirm our settings until now. Here you should have no problems and just proceed with next. Then the installation is performed and you should see at the bottom:
“Your system is now installed and configured for use. You will need to log in for the first time using the “admin” user name and the password you entered during setup.”
Finally you have the opportunity to register your installation. This would be helpful for the developers and their future plans. If you are not interested you just click Finish at the bottom.
Well done! This is the end of the SugarCRM installation process and you are automatically redirected to your default start page.

Posted by: Posh Web Solutions

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~ by poshwebsolutions on November 28, 2008.

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