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SiteGround Tutorials
SugarCRM Tutorial
Introduction to SugarCRM
Sugar CRM Suite is one of the most popular customer relationship management (CRM) systems availabletoday developed by SugarCRM Inc. In fact there are three different versions of this software. In thistutorial we'll be talking about Sugar Open Source. Sugar CRM OS is freely distributed and customizable,and possesses a rich set of features. The implementation of SugarCRM in your business will improveyour customer service and will help you to closely monitor your company performance. SugarCRM issuitable for all kinds of businesses. With SiteGround hosting you can use allSugar CRM OS features.The application is very well supported and there are many language packs, plugin for Outlook and manyfree themes. Also Sugar Suite is written in a simple, popular programming language (PHP) that can becustomized in an instant. Further more if you are a programmer you can take a look at the source andmodify it. Due to its open source nature there is a big devoted community with thousands memberswho develop and test all the time new useful stuff.Currently the latest stable release of Sugar CRM is version 4.0. In this tutorial will focus mainly on it butmost things should apply for other versions too.
SugarCRM Tutorial covers the following areas:
CleanSugarCRM installation* of version 4;How toupgrade SugarCRMversion;How to createbackups and restorationof SugarCRM;Selection of themost common problems with SugarCMSand troubleshooting them;Working with SugarCRM - creating contacts and accounts, sharing documents,emailoptions.
Check theCRM Hostingpackage if you would like to start your SugarCRM website immediately!
Please note, that with SiteGround CRM Hosting package you get a free installation of SugarOS (c) Copyright 2006 SiteGround SugarCRM Hosting Services. All rights reserved 
 
You may use this tutorial for your own use. You may not distribute it in any form without the express permission of the publisher. You may provide a link to the publisher's web site, where this tutorial can be used from. This tutorial is provided free of charge and without any warranty of any kind.
SugarCRM installation
Get a FREE SugarCRM installation with SiteGroundSugarCRM hostingPackage!
MySQL database setup and adding a user for SugarCRM
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 loginfor your Customer's Area at Siteground).Go to MySql databasesScroll 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 yourusername with Siteground. Databasename is the name you've chosen for your database - inthis 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 yourusername with Siteground, and username is the one you have just created for your newdatabase.Please, scroll back up to locate the two drop down boxes with a button that says [Add Userto Db].In the drop down select box on the left, choose your newly created username, and in thebox 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 OScan 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 installerswhich contain besides Sugar CRM a full running version of the server needed. We won't consider thisoption because we are using Siteground's premium services which provide the necessary hostingsolution.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 thecontents inside the extracted folder to our web space at Siteground. This can be easily done withFilezilla - 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 carefullyfill in your username, password and ftp address. You can either create a directory on the remote servercalled SugarCRM or directly upload all the files to your public_html folder. The second option should beconsidered 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/SugarCRMIf you have followed correctly all the steps up to now you will be taken to a default welcome page. Atthe 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 toensure all files have the necessary permissions and the server is compatible with our installation. Alloptions must be green "OK". Only after this we can proceed next.Step 3 is the most important in thesetup 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 thedatabase we have alread created. Mind to s ecif our full database name which includes our 
 
 account name with Siteground - e.g. "accountusername_sugarcrm". For User name we use again thealready created and added to the database user - its full name including our account name. Last wespecify the password for the database user.We leave unchecked Create database and Create user because we have already done it. It is notnecessary to check Drop and recreate existing SugarCRM tables because we are doing a cleaninstallation. If you prefer, you can check the "Populate database with demo data" button. This wouldbe 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 youradministrator'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 youshould have no problems and just proceed with next. Then the installation is performed and you shouldsee 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 developersand 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 toyour default start page.
(c) Copyright 2006 SiteGround SugarCRM Hosting Services. All rights reserved 
 
SugarCRM Upgrades
For SiteGround Customers: SugarCRM upgrade currently requires too many specificserver setup changes, which is not secure for a shared server. That is why SugarCRMupgrade is not possible. If you would like to use the latest SugarCRM version on ashared server you would need to make a fresh installation instead of upgrading anexisting SugarCRM.Upgrading previous releases of SugarCRM to the latest one
This section will guide you how to upgrade from Sugar Suite 3.5.x to 4.0. We consider you alreadyhave a running application and you have decided to upgrade. Prior to upgrading you are stronglyadvised to backup all you files and database. Please refer to theSugarCRM backup sectionin thistutorial or ask our friendly Support team at Siteground to do the backup for you.In order to begin the upgrade process you would need to downloadSugarCRM 4.0 Latest Stable Patchfile. Then please log in your SugarCRM with the admin username and password. After that go to Adminlink in the up right corner.
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varioustask66

Thanks. Great tutorial mate... Here's the Video Tutorial: http://bit.ly/cXQPGN - If you prefer video like myself. Don't get me wrong, I still like ur tutorial!

reply04 / 18 / 2010
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