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Setting up Sugar CRM on Ubuntu

You should now configure the sources for apt. See the section about this over here, it’s on
the bottom of the page. Once that’s done you can upgrade your system to get the latest
updates.

1. $ sudo -s
2. $ aptitude update
3. $ aptitude upgrade

$ sudo -s
$ aptitude update
$ aptitude upgrade

You can also do the other steps on this page to configure the network, ssh etc.
Only difference is that I prefer aptitude over apt-get since it’s apparently better with
dependencies…

• Now we’re ready to install the software needed by SugarCRM:

1. $ aptitude install php5-imap php5-curl unzip

$ aptitude install php5-imap php5-curl unzip

• Time to get SugarCRM itself…

1. $ cd /var/www
2. $ wget http://www.sugarforge.org/frs/download.php/2535/SugarOS-4.5.1.zip
3. $ unzip SugarOS-4.5.1.zip
4. $ rm SugarOS-4.5.1.zip

$ cd /var/w w w
$ w get http://w w w .sugarforge.org/frs/dow nload.php/2535/SugarOS-4.5.1.zip
$ unzip SugarOS-4.5.1.zip
$ rm SugarOS-4.5.1.zip
And set the right permissions…

1. $ chown -R www-data:www-data /var/www/SugarOS-Full-4.5.1


2. $ chmod -R 755 /var/www/SugarOS-Full-4.5.1
3. $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/cache
4. $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/custom
5. $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/data
6. $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/modules
7. $ chmod 774 /var/www/SugarOS-Full-4.5.1/config.php

$ chow n -R w w w -data:w w w -data /var/w w w /SugarOS-Full-4.5.1


$ chmod -R 755 /var/w w w /SugarOS-Full-4.5.1
$ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/cache
$ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/custom
$ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/data
$ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/modules
$ chmod 774 /var/w w w /SugarOS-Full-4.5.1/config.php

• We have to edit the default php.ini for SugarCRM, so open it in your favorite editor.
The path to the php.ini file is: /etc/php5/apache2/php.ini

1. $ nano -w /etc/php5/apache2/php.ini

$ nano -w /etc/php5/apache2/php.ini

Find: allow_call_time_pass_reference = On
Change: allow_call_time_pass_reference = Off
Find: memory_limit = 8M
Change: memory_limit = 32M
Find: upload_max_filesize = 2M
Change: upload_max_filesize = 10M
And finally we restart apache for the changes to take effect.

1. $ /etc/init.d/apache2 restart

That’s it, you should now be able to go to the web installer of SugarCRM.
Just point your browser to http://server-ip-address/(sugar crm directory)/ which should
automatically load http://server-ip-address/(sugar crm directory)/install.php

And go on…..

Installing or Integrating Asterisk® / VoiceRD®


1.) Download suitable patch. Ex:- sugarOS-asteriskOS-50a-1.8.zip
2.) Login to SugarCRM as admin.
3.) Click on ADMIN link at the top menu bar  Upgrade Wizard  Click
NEXT  Upload the Downloaded Patch (sugarOS-asteriskOS-50a-1.8.zip) 
Click NEXT to Commit Upgrade .

After That you will find the message if your process successes :
“The following upgrades have been installed:
Date Action
Name Type Version Description
Installed
Asterisk Patches 5.0a/b to allow
03-11-2008
Integration patch 5.0.0h user to dial contacts from
11:21AM
Patch SugarCRM

Installation of Asterisk / VoiceRD was done.

Configuring the Asterisk / VoiceRD

Click on ADMIN link at the top menu bar  System Settings  then you will find
the bellow table on the System Settings page
Asterisk® / VoiceRD®
Allows users to click on phone numbers in Contacts and
Enable Asterisk / Accounts and initiate an outbound call from a VOIP phone to an
VoiceRD Integration? Asterisk or VoiceRD server. Enabling this requires all the below
information as well as filling in the Asterisk Extension field on
each user you would like to enable.
Enable Asterisk /
VoiceRD Pro Version Displays a SugarPro popup features
Asterisk Server: Server IP or DNS name. REQUIRED
Asterisk Port: Asterisk port default: 5038

Asterisk Username: User to login to server as for outbound dialing.


REQUIRED
Asterisk Secret: Users secret for phrase. REQUIRED
Asterisk Internal
Context: Asterisk internal context default: from-internal
Asterisk External
Context: Asterisk external context default: from-internal
Asterisk Prefix: Number used to get an outside line
Asterisk Phone Icon: Places phone icon next to number
Asterisk Popup Timer (sec) Causes the asterisk popup to close automatically