We often get questions about how difficult is it to install a SugarCRM package. The answer? It’s not as difficult as it sounds. Thanks to the flexibility of the platform, installing a SugarCRM package doesn’t require an experienced developer. You can follow these five steps and your new SugarCRM package will be installed in no time.
Every quarter a new version of Sugar is released for SugarCloud, and each year there is a release for On-Premise Sugar customers. In order to access each version’s code, you can download releases directly from the SugarCloud Developer Builds space in the developer community.
Additionally, you can get a copy of your Sugar instance by requesting to download backups of Sugar Cloud instances.
Your next step is to set up the local development environment. Here are our tips for this step:
SugarCloud uses LAMP Stack (Linux, Apache, MySQL, PHP) and it's best if you do too. If you’re using Windows it's recommended that you use a pre-built Vagrant box or Docker image to make sure the environment is consistent with the cloud.
Another tip is to enable File Scan. This will allow to detect blacklisted functions in your test environment and catch package scan problems quickly.
To enable Package Scan and its associated scans, copy and paste this setting to ./config_override.php: $sugar_config['moduleInstaller']['packageScan'] = true (see screenshot below).
For every new project, product or customer you should always use a new Git repository. As for tracking customizations, there are two options. You can either sync custom fields between Sugar install and the Git workspace, or set up .gitignore to exclude Sugar core and generated files.
We recommend you use some tooling to generate the MLP zip file. In general, it is best to use PHP script to generate the MLP and start with a Manifest template.
Once you log in as an admin you can navigate to the Module Loader in the and upload and install your package. To ease the process when you are installing extensions, sometimes a QRR is necessary to rebuild the cache. If you are upgrading a package make sure to uninstall the existing one before installing the new one. If you have any issues with the Module Loader, please contact Sugar support.
These are the five steps that should help all Sugar users install a new package. For any other information on SugarCRM tips and tricks don’t hesitate to contact us here.