Category Sugar CRM

Integrate SugarCRM with Active Directory

Here is a quick how to guide on configuring SugarCRM to integrate with your Active Directory.

First thing you need to do is log into your SugarCRM and click on the admin link in the upper right hand corner.

Scroll down to System Settings and click on this link.

Now scroll down to LDAP Authentication Support and enable it. This will expand out and you will need to configure these settings.

Here is a better explanation of the above settings:

  • Enable LDAP – Yes
  • Server enter the FQDN of your Active Directory Server – (example: MYSERVER.MYDOMAIN.com. This should be your Domain Controller)
  • Port enter 389 – (This is the default port enter it unless you have some custom configuration for LDAP)
  • Base DN enter OU=sugarcrm,DC=MYSERVER,DC=MYDOMAIN,DC=com – (The OU “OU=sugarcrm” is the actual OU in Active Directory that you chose to put your users in. Note this OU does not have to called sugarcrm. It can be called anything you want or any OU that has the users you want to be in your SugarCRM.)
  • Bind Attribute enter userP...
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Backup your SugarCRM

The backup tool in SugarCRM does not work at all when in a shared server environment.

I have a better way to backup your SugarCRM that works. To restore your SugarCRM you need to restore the database first and then restore your SugarCRM files. Here is how it works:

First you need to export your full database. (I use MySQL) You do this from PhpMyAdmin. In order to reach it you have to log in your Cpanel, go to MySql databases and click on the link to PhpMyAdmin.

Exporting the database is easy. On the left side choose your SugarCRM database. Then click the Export tab. Next select all the tables. From Structure options check also Add DROP TABLE. Name the file and choose to zip if you want. Click Go and you’ll download a SQL file. Now you have the MySql file needed for backup. This file is your database.

You can restore your backup by importing the downloaded sql file you have into an empty database or into a SugarCRM database of the same version...

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Install SugarCRM on a shared server

I am going to give detailed instructions on installing SugarCRM in a shared server environment. For this article we will be using Sugar Community Edition. Note: some things may differ depending on your shared server environment.

My environment consists of:

  • Platform: Linux
  • Web Server: Apache
  • Database: MySQL
  • Language: PHP

First go to http://www.sugarcrm.com/crm/download/sugar-suite.html to download the latest release of SugarCRM.

Create your MYSQL database. We will call our database sugar1.

Create or choose a domain name that will be used to access your SugarCRM once it is installed. We will pretend our domain name is www.sugar1.com .

Copy the SugarCRM files that you just downloaded from your computer onto your web server via FTP. Be sure to copy these files in the root directory for www.sugar1.com .

Check and set platform requirements and configurations before installing. My platform and configuration was already set to go. You can see what these are here: http://www.sugarcrm.com/wiki/index.php?title=Platform_Requirements_and_Configurations .

Now you can install SugarCRM using the sugar setup wizard. To access this type this URL in a web browser: www.sugar1.com/install.php . You will then see the setup wizard pictured below.

Accept the license agreement

The wizard will then do a system check to make sure the platform requirements and configurations are ok.

This is where you put in your database settings. In this example you would put in sugar1 for the DB name and username.

Here is where you will put the URL of your SugarCRM. in this example we would use: http://www.sugar1.com You will also need type in an admin password.

If you need to change the default language, date format and or currency do it here.

Confirm the settings and click next.

The wizard will perform the install and let you know when it is done.

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Sugar CRM savePath error during install

I ran into the following problem when installing Sugar CRM Community Edition 5.0.0f on a shared hosting server:

Session Save Path Setting The session.save_path setting in your php configuration file (php.ini) is not set or is set to a folder which did not exist. You might need to set the save_path setting in php.ini or verify that the folder sets in save_path exist.

Note: Your php configuration file (php.ini) is located at: (The error should tell you right here where it is located on your server)

To solve this issue I had to create a PHP file. I called it tmppath.php and placed one line in it:

<? ini_set(‘session.save_path’, ‘/home/myusername/tmp’); ?>

Once you have created the above PHP file go edit line 48 of the install.php file and add this line to it:

require_once(‘tmppath.php’);

After doing the above steps rerun your install and you should be able to finish up the install. 🙂

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