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

Configuring PHP


Before you dive into adjusting PHP settings, you need to install a couple of important extensions. The first is php-imap, used for e-mail functionality and the other is php-mbstring, used for double-byte character support.

To install them, execute the following commands:

  • yum install php-imap

  • yum install php-mbstring

Once these extensions are successfully installed, proceed to modify your PHP configuration.

To modify your PHP configuration perform the following steps:

  • Navigate to /etc and open the file PHP.INI using the text editor of your choice.

  • Search for the memory_limit parameter and set its value to at least 64M (256M would be preferred). If not adjusted, there is a tendency for blank screens and other odd behavior to occur while attempting to use SugarCRM.

  • Search for max_execution_time and set it to 300. Too low a value usually results in actions that starts, but remain incomplete. For example, exporting a large number of records may fail when exporting a smaller set of the same data succeeds.

  • Set max_input_time to 300. This allows a 5 minute window for large files to be uploaded. Inadequate values usually result in problems when using the Upgrade Wizard, uploading files/attachments, or using the Module Loader.

  • Search for display_errors, and set it to Off. This will suppress the display of warning messages, which will otherwise disrupt the display.

  • Search for post_max_size, and set it to 25M to allow large documents to be uploaded. Then search for upload_max_filesize, and set it to 25M. The effect of these two changes will be to allow a document file of 20 megabytes in size to be uploaded to the system.

  • Search for session.gc_maxlifetime. Note that by default it is set to 1440 seconds, which is 24 minutes. This controls the length of time a SugarCRM session can be idle before the session is terminated. A session represents a unique connection to SugarCRM and is automatically initiated when a user accesses the system. If a user's session is terminated, the user will need to login again before they can interact with SugarCRM. A value of 3600, or 1 hour, is usually adequate, but feel free to increase or decrease its value.

  • Make sure that when setting the aforementioned values in php.ini, the entire line is not preceded by a semicolon, as this indicates that the line is merely a comment and not to be processed.

  • Lastly, we need to add the following lines to the Extensions section to enable the IMAP and MBString modules:

extension=imap.so;
extension=mbstring.so;
  • Save your changes to the PHP.INI file, and restart your web server to apply the changes.

You may verify your PHP settings at any time by creating and viewing a PHP file with the following code in it:

<? php
phpinfo();
?>

Once verified, change the extension on the file to something other than .php to prevent unintended access to that information.

The environment should now be ready to host your SugarCRM installation. Let us proceed to walk through the process of installing SugarCRM on your CentOS server.