Sugar

Sugar Open Source Installation Guide
Version 4.5

Copyright Information

Sugar Open Source Installation Guide Version 4.5, 2006
Copyright © 2004-2006 SugarCRM Inc. www.sugarcrm.com This document is subject to change without notice.

License
The contents of this document are subject to the Sugar Public License and the SugarCRM Community (“License”). You may not use this document exceptin compliance with the License that you choose.

Disclaimer
Software and documents distributed under the License are distributed on an “AS IS” basis, WITHOUT WARRANTY OF ANY KIND, either express or implied. See the License for the specific language governing rights and limitations under the License.

Trademarks
All SugarCRM logos in this document are registered trademarks of SugarCRM Inc. Seethe SugarCRM trademark policies at www.sugarcrm.com/trademark for more information on how SugarCRM trademarks can be used.

09/05/06

This document describes how to install and upgrade to Sugar Open Source version 4.5 from versions 4.0.1 and 4.2.1. Topics are as follows: “Installation Prerequisites and Guidelines” on page 1 “Installing Sugar Suite” on page 2 “Upgrading Sugar Suite” on page 9This document is intended for administrators. After installation, you can create users and perform other administrative tasks in Sugar. See the Sugar Open Source Administration Guide for more information. To install Sugar Suite 4.5, ensure that you have the appropriate components installed on your server. See the Sugar Open Source Release Notes for a complete list of the supported softwareversions. SugarCRM now offers two licensing options for Sugar Open Source: Sugar Public License (SPL), which you can use with MySQL. SugarCRM Community License (S-CL), which you can use with MS SQL Server. The installation screens reflect the license that you purchased. For purposes of illustration, this manual mostly documents the SPL version. Note: Install the MB String module on your Web server tosupport multi-byte characters.

Installation Prerequisites and Guidelines
Ensure that the following requirements are met before you install Sugar Suite 4.5. If you are using MySQL, install version 4.1.2 or higher to use with Sugar Suite 4.5. If you are using SQL server, install and set it up to work with Sugar Suite. For more information, navigate to www.sugarcrm.com/wiki/Sugar DeveloperWiki/Configuration and Installation/Installing SugarCRM with SQL Server. It is recommended that you download version 2000.80.194.0 of ntwdblib.dll because the version supplied with PHP does not work well with SQL Server. After you place the DLL in the system directory, it is recommended that you search your machine for all copies of ntwdblib.dll and rename them to something else, such as ntwdblib2.dll.This is because more than one version in the class path can cause problems. Install PHP and make the following changes: To enable the MS SQL extensions, open up php.ini and uncomment the following string:
“extension=php_mssql.dll”

To enable UTF8 character support, search for the following string:
mssql.charset = "ISO-8859-1"

and change it to
mssql.charset = "UTF-8"

SugarCRM requires thatdate strings be retrieved in YYYY-MM-DD hh:mm:ss format. To enable this in SQL Server uncomment the following option and make sure it is set to Off as follows:
mssql.datetimeconvert = Off

When you install Sugar Suite 4.5, do the following: In Step 4 of the installation process, check the Host Name entry. If you accepted the default values, then the name will be similar to “server name” +“\SQLExpress”. So assuming your computer name is “foo”, the database hostname is “foo\SQLExpress”. Enter the server name in the first text field (“foo” from the example above) and the instance name in the second tab (“SQLExpress” in the example above). The rest of the installation process proceeds as usual.

Installing Sugar Suite
The process of installing Sugar Suite is as follows: 1. Download...