November 21, 2008 · Server · Email This Post

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SugarCRM is a complete CRM system for businesses of all sizes. Core CRM functionality includes sales force automation, marketing campaigns, support cases, project management, calendaring, and more. It supports MySQL and MS SQL Server.


Sugar consists of modules, each of which represents a specific functional aspect of CRM such as Accounts,Activities, Leads, and Opportunities. For example, the Accounts module enables you to create and manage customer accounts, and the Activities module enables you to create and manage activities related to accounts, opportunities, etc. These modules are designed to help you manage customer accounts through each step of their lifecycle, starting with generating and qualifying leads to customer support and resolving reported bugs.

Because many of these steps are interrelated, each module displays related information. For example, when you view the details of a particular account, the system also displays the related contacts, activities,opportunities, and bugs. You can not only view and edit this information but also create new information.
As an administrator, you have the power to implement access control for these modules. You can customize the look and feel of Sugar across your organization. You can even create new modules if needed. You can also create multiple forums as platforms of discussion on various topics amongst your users and customers.

SugarCRM Core Features

Sales Management

•  Lead, Contact, and Opportunity Management to share information and pursue new business.

•  Account management to manage all customer interactions in a single location.

Marketing Automation

•  Lead management for tracking and cultivating new leads.

•  Email marketing for touching prospects and customers with relevant offers.

•  Campaign management for tracking campaigns across multiple channels.

•  Campaign reporting to analyze the effectiveness of marketing activities

Collaboration

•  Activity management for emails, tasks, calls, and meetings

•  Content syndication to consolidate third-party information sources.

News Service

•  The RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.

Administration

•  Quickly edit user settings, views and layouts in a single location.

•  Customize the application with Sugar Studio so that Sugar meets the exact needs of your company.

First you need to make sure you have install Ubuntu 8.10 LAMP server using this guide .

Preparing your system

Install all the required packages using the following commands

sudo apt-get install libapache2-mod-php5 libapache2-mod-perl2

sudo apt-get install php5 php5-cli php5-common php5-curl php5-dev php5-gd php5-imap php5-ldap unzip

sudo apt-get install php5-mhash php5-mysql php5-odbc curl libwww-perl imagemagick

Creating SugarCRM Database

$ mysql -u root -p

mysql> create database sugarcrm;

mysql> exit

Installing SugarCRM

Now you need to go to your webserver document root directory (default location is /var/www)

cd /var/www

Download SugarCRM community edition from here or using the following command (at the time of writing this article sugarCRM Community edition 5.1.0b

wget http://www.sugarforge.org/frs/download.php/4742/SugarCE-5.1.0b.zip

Now you should be having SugarCE-5.1.0b.zip file and unzip using the following command

unzip SugarCE-5.1.0b.zip

Move all the contents from SugarCE-5.1.0b directory to sugarcrm

sudo mv SugarCE-5.1.0b sugarcrm

Give Apache Ownership Over SugarCRM Files (apache-user: www-data)

sudo chown www-data -vR /var/www/sugarcrm

Give Write Permitions for Apache on Some of SugarCRM Files

cd /var/www/sugarcrm

sudo chmod 766 config.php

sudo chmod 766 custom

sudo chmod -R 766 data

sudo chmod -R 766 cache

sudo chmod -R 766 modules

Configuring php.ini file

You need to edit the php.ini file using the following command

sudo gedit /etc/php5/apache2/php.ini

Change

;memory_limit = 16M

to

memory_limit = 50M

Change

;upload_max_filesize = 2M

to

upload_max_filesize = 10M

Restart apache server using the following command

sudo /etc/init.d/apache2 restart

Configure sugarCRM

Now open your webbrowser and enter the following address

http://serverip/sugarcrm/install.php

Follow the on-screen instructions and Enjoy your sugarcrm.

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14 Comments to “Install SugarCRM community edition in Ubuntu 8.10 Server”

  1. Michnaugh1 says:

    Thanks for posting this. I’ve been really curious about SugarCRM. Has anyone tried this? I’d like to know people’s experiences with it.

    [Reply]

  2. TomG says:

    Weird. I get the following error, installing on hardy 810 desktop….

    Fatal error: ini_set() [ref.outcontrol]: Cannot use both zlib.output_compression and output_handler together!! in Unknown on line 0

    Any ideas?

    [Reply]

  3. Dgolash says:

    Awesome! Followed your instructions on Ubuntu 8.1 Desktop edition, works perfectly.

    I am in the same boat as Michaugh1, trying to learn how to get the most out of it.

    Thanks.

    [Reply]

  4. Tom says:

    I followed all the command line instructions to the letter but when I entered the last one i got a message that it could not determine the servername and would use 127.0.1.1 instead, so I have a few Q’s

    Is this normal?

    When I goto this address in my browser and start the install process I end up with the following error….

    The provided database username and/or password is invalid, and a connection to the database could not be established. Please enter a valid user name and password. 2003: Can’t connect to MySQL server on ‘127.0.1.1’ (111)).

    How do I get round the mysql problem?

    What do I need to do to fix this

    And pls remember I am a total newbie in Linux terms

    Thanks

    [Reply]

  5. Mike says:

    SugarCRM is NOT complete CRM system for businesses of all sizes – by the way since this version does not include a reporting module.

    Reporting is integral to daily CRM. I’ve since downloaded Zucker reports which leaves me with zip files as a Linux newbie in Ubuntu, where installation documents and support seem to be weak at best so far.

    Beware

    [Reply]

  6. Josh Parrish says:

    Important note on final step: go to http://localhost.sugarcrm.index.php, NOT serverip.sugarcrm.index.php. I don’t know if the OP was on the serverip.com server, but the setup wizard is on the localhost, or whatever your server’s name is, but it’s probably not serverip. Otherwise great post! Thanks!

    [Reply]

  7. saloua says:

    Thanks for this doc,my question is can this work on my ubuntu server 8.04 amd64,or it can cause me a trouble because of the versions?

    Thanks.

    [Reply]

  8. shadowbw says:

    John Parrish –
    “I don’t know if the OP was on the serverip.com server, but the setup wizard is on the localhost, or whatever your server’s name is, but it’s probably not serverip.”

    You probably wouldn’t be opening your browser on an ubuntu server. He’s telling you to put the server’s ip address on the machine you are accessing the sever from. If you are opening the browser on the server machine, then you are correct, in that you would use localhost, but for those of us using a headless server and remoting in it would be the ip address of the server.

    [Reply]

  9. Brian Hildebrandt says:

    Awesome document! Works like a champ. Rarely do you find documentation that is this idiot proof. Well done.

    [Reply]

  10. James says:

    First thoughts, awesome and thanks. When it came to the Setup wizard I assumed the hostname for the DB would be IP address and actually ended up installing the Desktop because I thought that localhost had to feature in the URL. It does not, you must put it in the web-based wizard!

    Please amend the tutorial for that step as it cost me over 3 hrs before I realised the magnitude of my own stupidity.

    Other than that superb thanks!

    [Reply]

  11. edt says:

    hi..just wondering can or not if i wanted to install this Sugarcrm on my desktop edition 9.10 ubuntu..since i’ve read a lot of guide, but it is for server edition..

    [Reply]

  12. Amarjeet Singh says:

    I want to install “sugarcrm-CE-6.0.0-linux-installer.bin” on ubuntu 10.04. plz help me

    [Reply]

  13. edt says:

    look like nobody bother to help here..

    [Reply]

  14. hari says:

    How to download Sugarcrm community edition in ubuntu Please send the url.i searched lot there is no web pages.

    [Reply]

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