Installation and Upgrade
The Installation and Upgrade section covers topics including troubleshooting issues during installation and upgrade, file system permissions, hardware guidelines, and particular installation situations. For basic instructions about installing Sugar, please refer to the Installation and Upgrade Guide.
Topics
Sugar Enterprise includes several features that provide ways for your team to collaborate and manage business processes. In addition, you may purchase solution add-ons to enhance the functionality. Some of these solution add-ons (e.g., Sugar Automate) are available as soon as you purchase the license and assign the appropriate license type to your users. Others (i.e., Sugar Connect) require activation and configuration. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure Sugar Enterprise as well as processes that are relevant only if you have purchased the associated add-on.
Sugar Enterprise+ includes several features that provide enhanced functionality for you and your team. Some of these features (e.g., geo mapping and data enrichment and news feed) are available as soon as a user has the appropriate licenses. Some features (e.g., mail and calendar integration) require additional activation and configuration before they are available. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure these features in addition to information about the included enhanced functionality.
Sugar Sell Advanced includes several features that provide ways for your team to collaborate and manage business processes. The mail and calendar integration feature (i.e., Sugar Connect) requires activation and configuration before it can be used. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure Sugar Sell Advanced. In addition, you may purchase Sugar Automate as an add-on to enhance the functionality. Please note, for Sugar instances 12.0 and lower, you must install and configure Sugar Automate before you can use it in your Sugar Sell Advanced instance.
Sugar Sell Essentials is a robust, stand-alone tool that allows you to collaborate with your team while managing and tracking your organization's activities. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure your instance.
Sugar Sell Premier includes several features that provide enhanced functionality for you and your team. Some of these features (e.g., geo mapping and data enrichment and news feed) are available as soon as a user has a Sell Premier license. Some features (e.g., mail and calendar integration) require additional activation and configuration before they are available. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure these features in addition to information about the included enhanced functionality.
Sugar Sell Standard includes several features that provide ways for your team to collaborate and manage business processes. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure Sugar Sell Standard. In addition, you may purchase the mail and calendar integration feature (i.e., Sugar Connect) or smart guides (i.e., Sugar Automate) as an add-on to enhance the functionality. Please note, for Sugar instances 12.0 and lower, you must install and configure Sugar Automate before you can use it in your Sugar Sell Standard instance.
Sugar Serve includes several features that provide ways for your team to collaborate and provide exceptional customer service. In addition, you may purchase solution add-ons to enhance the functionality. Some of these solution add-ons (e.g., Sugar Hint) are available as soon as you purchase the license and assign the appropriate license type to your users. Others (i.e., Sugar Connect) require activation and configuration. This article provides an overview of the process that your primary Sugar administrator should perform to activate and configure Sugar Serve as well as processes that are relevant only if you have purchased the associated add-on. Please note, for Sugar instances 12.2 and lower, you must install and configure Sugar Automate before you can use it in your Sugar Serve instance.
While most Sugar features are available to you and your team out of the box, several Sugar features require additional configurations if your Sugar instance is, for example, on-site or behind a firewall. This article aggregates all the various IP addresses, port numbers, and domains you may need to configure if you wish to use the specified Sugar service. The following topics are covered on this page and can be completed by your administrator or IT team depending on your needs:
This guide will introduce administrators of on-site Sugar instances to the Elasticsearch technology and provide some guidelines for installing and administering it for use with Sugar.
This KB article discusses the installation, configuration, and tuning of SugarCRM on the IBM i platform, formerly known as i5/OS or OS/400.
The main requirements to configure Sugar using an Oracle Database Server for data storage are the following:
Note: As of release 7.5, most instances can be upgraded from Sugar 6 to 7. This article is for customers who are not interested in upgrading but wish to move their data and customizations from a Sugar 6 instance to a Sugar 7 instance. For information about upgrading, please refer to the Installation and Upgrade Guide specific to the version and edition to which you wish to upgrade.
This article contains best practice guidance and covers the different settings and functionality an administrator will need to configure to get their users up and running before, during, and after migrating to Sugar Serve or Sugar Sell.
After initiating the SugarCRM Installer, it will not run again without editing the {sugarroot}/config.php file. Re-running the Installer may be required if an installation failed, to install another instance or to install a fresh database.
The Health Check wizard evaluates whether your instance is suitable for upgrade by detecting a variety of issues that may affect your ability to upgrade. This section covers how to resolve errors reported by the health check.
When proceeding through a Sugar upgrade, there is a step to upload the upgrade file. This article explains what to do if you do not see the button to perform the upload in that step.
While going through a Sugar upgrade, the system may detect that no zip support is found, and the upgrade fails.
Attempting to upload the upgrade file to SugarCRM fails, returning the view to the main screen. No error messages are displayed.
The Upgrade Wizard authenticates and downloads the upgrade file as expected, but does not allow the user to select the upgrade file to continue the upgrade.
The Upgrade Wizard hangs without error at the system check when upgrading or installing a patch to SugarCRM 5.0. Refreshing the browser window does not resolve the problem.
Symptom: When selecting the Upgrade Wizard, the following error message appears:
Instances hosted on Sugar's cloud service are automatically upgraded and receive four releases per year containing new features as well as fixed issues to ensure that you receive the latest features and fixes as quickly as possible. The entire upgrade process is handled by the Sugar Operations team, so there is no action required on your end to receive these improvements. This article provides answers to some common upgrade questions for SugarCloud instances.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 12.0.x or 12.3.x to 13.0.x.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 13.1.x to 13.2.x.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 13.2.x to 13.3.x.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 13.0.x or 13.3.x to 14.0.x.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 14.0.x to 14.1.x.
This article covers what changes to existing functionality users should expect when your instance is upgraded from 14.1.x to 14.2.x.