Setting up Sugar CRM on Ubuntu You should now configure the sources for apt. See the section about this over here, it’s on the bottom of the page. Once that’s done you can upgrade your system to get the latest updates. 1. $ sudo -s 2. $ aptitude update 3. $ aptitude upgrade $ sudo -s $ aptitude update $ aptitude upgrade
You can also do the other steps on this page to configure the network, ssh etc. Only difference is that I prefer aptitude over apt-get since it’s apparently better with dependencies… • Now we’re ready to install the software needed by SugarCRM: 1. $ aptitude install php5-imap php5-curl unzip $ aptitude install php5-imap php5-curl unzip
• Time to get SugarCRM itself… 1. 2. 3. 4.
$ cd /var/www $ wget http://www.sugarforge.org/frs/download.php/2535/SugarOS-4.5.1.zip $ unzip SugarOS-4.5.1.zip $ rm SugarOS-4.5.1.zip
$ cd /var/w w w $ w get http://w w w .sugarforge.org/frs/dow nload.php/2535/SugarOS-4.5.1.zip $ unzip SugarOS-4.5.1.zip $ rm SugarOS-4.5.1.zip
And set the right permissions… 1. 2. 3. 4. 5. 6. 7.
$ chown -R www-data:www-data /var/www/SugarOS-Full-4.5.1 $ chmod -R 755 /var/www/SugarOS-Full-4.5.1 $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/cache $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/custom $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/data $ chmod -R 775 /var/www/SugarOS-Full-4.5.1/modules $ chmod 774 /var/www/SugarOS-Full-4.5.1/config.php
$ chow n -R w w w -data:w w w -data /var/w w w /SugarOS-Full-4.5.1 $ chmod -R 755 /var/w w w /SugarOS-Full-4.5.1 $ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/cache $ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/custom $ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/data $ chmod -R 775 /var/w w w /SugarOS-Full-4.5.1/modules $ chmod 774 /var/w w w /SugarOS-Full-4.5.1/config.php
• We have to edit the default php.ini for SugarCRM, so open it in your favorite editor. The path to the php.ini file is: /etc/php5/apache2/php.ini 1. $ nano -w /etc/php5/apache2/php.ini $ nano -w /etc/php5/apache2/php.ini
allow_call_time_pass_reference = On Find: Change: allow_call_time_pass_reference = Off memory_limit = 8M Find: Change: memory_limit = 32M upload_max_filesize = 2M Find: Change: upload_max_filesize = 10M
And finally we restart apache for the changes to take effect. 1. $ /etc/init.d/apache2 restart
That’s it, you should now be able to go to the web installer of SugarCRM. Just point your browser to http://server-ip-address/(sugar crm directory)/ which should automatically load http://server-ip-address/(sugar crm directory)/install.php And go on…..
Installing or Integrating Asterisk® / VoiceRD® 1.) Download suitable patch. Ex:- sugarOS-asteriskOS-50a-1.8.zip 2.) Login to SugarCRM as admin. 3.) Click on ADMIN link at the top menu bar Upgrade Wizard Click NEXT Upload the Downloaded Patch (sugarOS-asteriskOS-50a-1.8.zip) Click NEXT to Commit Upgrade . After That you will find the message if your process successes : “The following upgrades have been installed: Date Action Description Name Type Version Installed Asterisk Patches 5.0a/b to allow 03-11-2008 patch 5.0.0h Integration user to dial contacts from 11:21AM Patch SugarCRM ” Installation of Asterisk / VoiceRD was done.
Configuring the Asterisk / VoiceRD Click on ADMIN link at the top menu bar the bellow table on the System Settings page
System Settings then you will find
Asterisk® / VoiceRD® Allows users to click on phone numbers in Contacts and Accounts and initiate an outbound call from a VOIP phone to an Enable Asterisk / VoiceRD Integration? Asterisk or VoiceRD server. Enabling this requires all the below information as well as filling in the Asterisk Extension field on each user you would like to enable. Enable Asterisk / Displays a SugarPro popup features VoiceRD Pro Version Asterisk Server: Asterisk Port: Asterisk Username: Asterisk Secret: Asterisk Internal Context: Asterisk External Context: Asterisk Prefix: Asterisk Phone Icon: Asterisk Popup Timer
Server IP or DNS name. REQUIRED Asterisk port default: 5038 User to login to server as for outbound dialing. REQUIRED Users secret for phrase. REQUIRED Asterisk internal context default: from-internal Asterisk external context default: from-internal Number used to get an outside line Places phone icon next to number (sec) Causes the asterisk popup to close automatically