Book Image

Implementing SugarCRM 5.x

Book Image

Implementing SugarCRM 5.x

Overview of this book

SugarCRM is a popular customer relationship management system. It is an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book will give you all the information you need to start using this powerful CRM system. It is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring or you have already learned about CRM systems but have yet to implement one or you're working with SugarCRM already, this book will show you how to get maximum benefit from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs. Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.
Table of Contents (19 chapters)
Implementing SugarCRM 5.x
Credits
About the Authors
About the Reviewer
Preface

Configure the CentOS Linux installation


Upon first booting up, CentOS will automatically prompt you to make some adjustments to its configuration to better tailor it to your needs. You can configure the firewall settings as shown in the following screenshot:

Carry out the following to configure the firewall settings:

  • Adjust your firewall settings to enable WWW (HTTP) and Secure WWW (HTTPS) if you intend to use a secure connection to access your SugarCRM instance.

  • If you intend to access your MySQL database from a system other than the server, you will need to add port 3306 within the Other ports section.

  • Proceed through the remainder of the wizard, and when you reach the login screen (as shown in the following image), login as root, using the password that was defined at the time of installation.

Now that you are logged into the system, we will need to verify our PHP settings and install some PHP extensions required by SugarCRM.

Updates to PHP should be installed at this time. If your intention is to install a version of SugarCRM that is newer than 5.2, do not proceed until you have already completed the upgrade. To check your version of PHP, select Applications | Accessories | Terminal and execute the command:

php -v

The remainder of this chapter assumes that you already have a supported version of PHP installed on the system. It also assumes that you are familiar with performing functions, such as browsing and editing text files within the Linux operating system.