Sugar Community Edition Installation and ... - SugarForge

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Chapter 1Installing SugarIf you select SQL Server, the Installer displays the following DatabaseConfiguration screen.5. Enter the database name.The Installer displays sugarcrm as default name for the database, but you canspecify a new name for the database.6. For My SQL and SQL Server, enter the Host Name or the Host Instance.If your database server is running on the same machine as your Web server, thehost name is, by default, set to localhost.7. Enter the username and password for the Database Administrator. Then, specifythe Sugar Database Username.Ensure that the Database Administrator you specify has the permissions to createand write to the Sugar database.For My SQL and SQL Server, by default, the Installer selects the Admin User asthe Sugar Database User. The Sugar application uses the Sugar Database User to14 Sugar Community Edition Installation and Administration Guide
Installation Processcommunicate with the Sugar database. But, at this time, you can create a differentSugar Database user.To select an existing user, select Provide existing user from the Sugar DatabaseUsername drop-down list. To create a new Sugar Database user, select Defineuser to create. Enter the database user name and password in the fields thatdisplay below. Reenter the password to confirm it. This new user information willdisplay under “System Credentials” on the Confirm Settings page at the end of theinstallation process.8. Select Yes from the Demo Data drop-down list to specify that you want topopulate the database with the Sugar Demo data. Or else, accept No as the defaultvalue.9. Click Next.10. Click Accept to drop current tables or else click Cancel and specify a newdatabase name.11. Click Next.The Site Configuration screen displays on the page.12. Enter the URL of your Sugar instance.13. Enter a name for your system to display to users on the Sugar application’sbrowser title bar.14. Enter a password for the Sugar administrator, re-enter it to confirm the password,and click Next.The Site Security screen displays the security options on the page.Sugar Community Edition Installation and Administration Guide15
Page 1 and 2: Sugar Community EditionInstallation
Page 3 and 4: ContentsPreface....................
Page 5 and 6: PrefaceWelcome to Sugar, an open so
Page 7 and 8: Preface• Customize the applicatio
Page 9 and 10: Chapter 1Installing SugarThis chapt
Page 11 and 12: Installation Prerequisites and Guid
Page 13 and 14: Installation Process2. Unzip the Su
Page 15 and 16: Installation ProcessIf you select M
Page 17 and 18: Installation ProcessTo select an ex
Page 19 and 20: Installation ProcessThe Installer d
Page 21: Installation ProcessIf you select M
Page 25 and 26: Installation ProcessThe Installer d
Page 27 and 28: Installation ProcessThe Perform Set
Page 29 and 30: Chapter 2Administering SugarThis ch
Page 31 and 32: Sugar NetworkSugar Support PortalUs
Page 33 and 34: SystemTo configure the user interfa
Page 35 and 36: SystemUse proxy server. If you want
Page 37 and 38: SystemWhen you specify a logging le
Page 39 and 40: Systemperformance job, and is not e
Page 41 and 42: Systemthe location of the php.ini f
Page 43 and 44: SystemTroubleshooting TipsLinux1. T
Page 45 and 46: SystemThe system displays a list of
Page 47 and 48: SystemTo backup Sugar configuration
Page 49 and 50: SystemRebuild Config File: Rebuilds
Page 51 and 52: SystemSystem Locale SettingsUse thi
Page 53 and 54: SystemSugar Feed SettingsSelect thi
Page 55 and 56: System2. If a connector’s URL has
Page 57 and 58: UsersUsersUse this sub-panel to man
Page 59 and 60: Usersonly user. If you do not selec
Page 61 and 62: UsersCreating RolesWhen you create
Page 63 and 64: UsersEdit: Edit records in the modu
Page 65 and 66: EmailsTo configure email settings f
Page 67 and 68: EmailsSelect Outlook Default Minimu
Page 69 and 70: Emails5. Enter the mail account inf
Page 71 and 72: EmailsNumber of Auto-responses. Use
Page 73 and 74:
EmailsIf both templates are selecte
Page 75 and 76:
EmailsUse the Scheduler to run nigh
Page 77 and 78:
Developer Tools2. Create a module u
Page 79 and 80:
Developer ToolsTo create a module1.
Page 81 and 82:
Developer ToolsYou do not need to d
Page 83 and 84:
Developer ToolsA list of existing d
Page 85 and 86:
Developer ToolsDropDown. Creates a
Page 87 and 88:
Developer ToolsYou can click and dr
Page 89 and 90:
Developer ToolsThe Edit View page i
Page 91 and 92:
Developer ToolsThe Preview page pro
Page 93 and 94:
Developer ToolsThe system displays
Page 95 and 96:
Developer ToolsThe sub-panels for t
Page 97 and 98:
Developer Toolsassociated with many
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Developer ToolsIf you select a One-
Page 101 and 102:
Developer Toolsyour organization. W
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Developer ToolsConfiguring Module T
Page 105 and 106:
Developer ToolsConfiguring Group Ta
Page 107 and 108:
Bug Tracker3. To add a module tab u
Page 109 and 110:
Creating EmployeesLast Name. Enter
Page 111 and 112:
Advanced Configuration OptionsTo lo
Page 113 and 114:
IndexBbug trackerreleases, creating
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