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Quick setup notes for setting up a SugarCRM system on a fresh CentOS install.

After installing CentOS we'll create a user account so that we don't have to log in as root all the time.. which
could be dangerous.

#useradd 'username'
#passwd 'username'

Next, we'll start with running yum to get the system up to date:

#yum -y update

After this completes, but, before we reboot, lets shut off the services we don't need:

#chkconfig apmd off
#chkconfig isdn off
#chkconfig pcmcia off
#chkconfig cups off
#chkconfig netfs off
#chkconfig nfslock off
#chkconfig portmap off

Reboot:

#shutdown -r now

Now, let's install some additional services:

#yum -y install mysql mysql-bench mysql-server mysql-devel mysqlclient10 php-mysql httpd gcc pcre-devel
php-gd gd mod_ssl glib2-devel gcc-c++

When that is complete, let's set the services to start on boot up:

#chkconfig mysqld on
#chkconfig httpd on

Now.. we don't want people to be able to ssh in as the root account (just bad practice) so we are going to
remove that access from SSH, and you will need to log in with a user account and do 'su -' to become root.

#vi /etc/ssh/sshd_config

Now, change the following:

Original: #Protocol 2,1
NEW: Protocol 2

So, you are removing the # and the ,1 from that line.

Original: #PermitRootLogin yes
NEW: PermitRootLogin no

Again, we are removing the # and changing the 'yes' to 'no'

Optional
I prefer to install Webmin to help with managing the server.. so you can do that now.

Ok.. installing SugarCRM.

So, we head over to http://www.sugarcrm.com and download the following .zip file:

Sugar Open Source 4.2.1d.zip

#unzip SugarSuite-4.2.1d.zip

#cd SugarSuite-Full-4. let's make a backup. and you should probably run this often enough to make sure that if something happens you don't lose all your configs and settings. Next. next. and your done! :) Now..1d #cp -R * /var/www/html # chown -R apache. do this: # mysqldump --opt -u root -p sugarcrm > sugarsql03012007.php You should see the SugarCRM install wizard. Go to the admin panel and select "Backups" and type in the following: Directory: /tmp Filename: sugarbackup03012007. Click next a few times. we need 32M. Next. #service httpd restart Next. click the 'create database' and 'create user' check boxes and click next.. open your web browser and go to http://yourmachineIP/install.bak All done.bak type in the password and it should dump the data. create password. we restart apache so that the php. and on the Database Config page. Enough of this. I suggest you sftp that file out to another server just to be safe. # gzip sugarsql03012007.ini config changes are in use. you still need to backup your MySql data. just change the root password in MySQL: #mysqladmin -u root password PaSsWoRd and it's good to go! Upgrading CRM First.php custom/ modules/ data/ cache/ Now. Next. #vi /etc/php.apache /var/www/html/* Now we need to increase the php memory limit which is defaulted to 8M. You will now have a .zip file in your /tmp directory. Since I didn't mention this above.. let's gzip it to make it smaller.. I will do it now. But. .zip Click "Confirm Settings" and the "Run Backup".2. let's get on with the upgrade.ini Change: Original: memory_limit = 8M NEW: memory_limit = 32M Now to setup permissions on the files for SugarCRM: #cd /var/www/html #chmod -R 777 config.next.

1 to 4. click on the link and download the file to your computer. so lets head over to sugarcrm..1..2.. it's up to you if you want to recreate the changes. Then go back to admin/Upgrade Wizard and do it again....1 " version. Now. and wait. If your upstream is like mine. So.5..2..com and download the latest version. because we have custom layouts.. you wait.Back on the admin page. .. we are going to get prompted and we are going to leave all the check boxes blank. go to the admin screen and click on "Upgrade Wizard". Follow the prompts. When that is done. we want to get the "Sugar Open Source Upgrade 4.. We are going to use the "Sugar Open Source" link as it is for installing on top of your existing stack.. click the "Upload" button and wait.1d. you will see that there is an upgrade available. Yeah. just go into the following directory: # cd /var/www/html and type: # chmod 777 -R include/ install/ etc. we click on "About" in the upper right corner to see which version we are currently running. Click "Commit" If you get a message stating files need to be writeable. Now. and do it for every file or directory listed. So first.5. so we need to upgrade from that to 4. click the "browse" button and select the file you downloaded above. Eh. let's go get a soda. So. now we just click on the "Install" button. Our is 4..