Sugarcrm with Aurora on Linux Server

SugarCRM CE with a high performing Mysql compliant Offering-Aurora with Built-in Security, Scalability and managed service.

Sugarcrm Admins can completely remove their overhead of maintaining a MySQL server by using Aurora which is not only 100% Mysql Compliant but highly Scalable and Managed by AWS.

SugarCRM is one of the best customer management systems on the market, working with than 50,000 businesses in providing precise account management for tasks related to sales. As seen on the company’s records, the SugarCRM app has been downloaded and tried for more than 7 million times, as it is available in 9 different languages. Many customers praise the app’s customizability, particularly its ability to create unique customer relationships, spread brand awareness, and deliver high-quality customer service. SugarCRM’s customizability comes from the app being an open-source platform, allowing users to manage and sort out organization structures easily even at first glance. SugarCRM aims to assist medium to large enterprises, which also needs a specialized team to grow it further on the right path. SugarCRM’s available communication channels are immense which is definitely advantageous for its users. The developers have aimed to solve a business’ need to communicate with customers in different ways, hence providing them with empowered phone calls, emails and personalized messages, social networks, and even one-to-one meetings. Looking from a company’s perspective, this multi-faceted process provides professionalism and tracks opportunities to boost company influence. All of SugarCRM’s processes happen on an easy-to-learn navigation system which can be incredibly familiar for users who’ve used the app’s free version. Like most CRM systems, the user is brought from the basics as they can see the options laid out in neat categories such as Accounts, Contacts, Calendar, Leads, Reports, Campaigns, Documents, Quotes, Emails, Calls, and Meetings menus. Each category comes with search filters and subsection for faster traversal in the app. The app also has the “+” button, which can be used for further customization of the app as it can add new captures, meetings, leads and even new sections for the user’s ease.

Overview

This section of Sugar’s Developer Guide begins with a high-level overview of the Sugar platform’s architecture and contains documentation on granular concepts in Sugar such as logic hooks, caching, logging, extensions, job queue, and more.

Platform

Sugar® is built on open standards and technology such as HTML5, PHP, and JavaScript, and runs on a variety of free and open-source technology like Linux, MySQL, and Elasticsearch. The Sugar platform also supports common proprietary databases such as Oracle, IBM DB2, and Microsoft SQL Server.

All of Sugar’s customers and partners have access to source code that they can choose to deploy on-premise or utilize Sugar’s cloud service for a SaaS deployment.

Out of the box, Sugar uses a consistent platform across all clients and devices (e.g. mobile, web, plug-ins, etc.).

Front-End Framework

Our clients are based on a front-end framework called Sidecar. Sidecar is built on open source technology: Backbone.js, jQuery, Handlebars.js, and Bootstrap. The Sidecar framework provides a responsive UI (to support a variety of form factors) and uses modern, single-page client architecture. Sugar clients connect to Sugar server application via our client REST API. The REST API is implemented in PHP and drives server-side business logic and interacts with a database. If it can be accomplished via one of our clients, then its equivalent functionality can be accomplished using our REST API.

The Sugar platform uses modules. Modules are a vertically integrated application component that is traditionally organized around a single feature or record type (or underlying database table). For example, contact records are managed via a Contacts module that contains all the business logic, front-end interface definitions, REST APIs, data schema, and relationships with other modules.

Custom modules can be created and deployed as needed in order to add new features to a Sugar application instance.

Metadata

Sugar’s modules are defined primarily using Metadata. There are two types of metadata definitions within Sugar: Vardefs, which define the data model for Sugar modules; and Viewdefs, which define the user interface components that are used with a module.

Sugar Metadata is implemented as PHP files that can be modified directly by a Sugar Developer making filesystem changes, or indirectly through the use of Sugar Studio and Module Builder by a Sugar Administrator.

Metadata allows you to configure solutions instead of having to write countless lines of custom code in order to implement common customizations such as adding custom fields, calculated values, and changing user interface layouts

SugarCRM is a Customer Relationship Management platform which is widely used and recognized as the most successful tool for managing customers by many large companies over the world. With a convenient separation of all the customer related departments in your company you will be able to easily manage large customers base and many other useful features:

• Customer Management
• Sales Management
• Sales Opportunities Management
• Leads Management
• Support
• Marketing
• Collaboration

How to Install SugarCRM CE Manually

How to upgrade SugarCRM

 'db_user_name' => 'database_user',
    'db_password' => 'database_password',
    'db_name' => 'database_name',

SugarCRM is owned by SugarCRM Inc ( www.sugarcrm.com) and they own all related trademarks and IP rights for this software.

The main benefits of SugarCRM are it streamlines your help desk process, helps you launch campaigns faster, gives you full-team engagement, supports mobile apps, generates intelligent reporting, provides an in-built support hub, and it integrates with plenty of other SugarCRM-based apps. Here are the details of its benefits:

Full-team engagement

While amassing all support tasks to helpdesk agents is a sensible way to save money, it is the biggest talent and energy-wasting system that the CRM world has seen. Picture yourself as a customer: Is it just frustrating to call ten people before you reach the marketing vice-president and have your answer.

SugarCRM provides a substantial solution for this issue as it involves customers in the problem-solving process. There are eight user types in the system, from the main administrator down to the support and account representatives handling different channels and campaigns. The whole workforce will operate in a joined platform for easier collaboration rather than obstructing each other on the info. Lastly, the whole workforce can have a centralized database of contact behavior to further help with the decisionmaking.

Practical campaigns

One of SugarCRM’s features to help users get familiar with the app is through Campaign Wizard. Users can execute, create, and record their communication channels and marketing campaigns. This tool can also gather leads in the system and distribute the data in web-to-load forms and other engagement programs. The Campaign Wizard also assists in this task as agents can evaluate their leads, and even assign the leads to the right agents.

Outstanding contact management

SugarCRM goes the extra mile in your contact listing as the app also collects related information in profiles, even some behavior data that you may have missed. Editing is as easy as simply adding accounts and contacts through few clicks to get them done.

Once you’re done filling up the contact’s profile, SugarCRM can support your creativity: Document and note modification is possible according to your liking, attaching big files easily, mark contacts for easier managing, and sort them out by priority. With the app’s bulk editing capacity, you can be efficient with your time when sorting out your contacts. Similarly, you can make a specialized list and export it out to other integrated apps as easy and as much as needed.

Lastly, the app’s multilingual and multicurrency features make it easy to adapt and work well for many companies around the globe.

Lots of handy integration

Some users may be frustrated that SugarCRM doesn’t integrate natively with known business apps, but its SugarExchange(a public accessible API code) feature is a better solution to this issue. With this feature, you can associate the product with other popular providers that cover Zapier, CloudAgent, MailChimp, Zendesk, Pardot, and many others. The LDAP integrations are also allowed and even streamline the access for customers to simplify the company’s ways of managing leads.

Intelligent reporting

SugarCRM’s reporting is professional and even shows you the boundaries of Business Intelligence’s data analysis. The app summarizes performances effects and allows trend forecasting and notices issue patterns. It can handle many visualization dashboards to illustrate your data, even adjust modules and types that come with customizable search parameters and filters.

In-built support hub

SugarCRM’s Help & Support button is a built-in feature in its platform and placed in the lower left corner for easy access. On the customer service side of this feature, a 24/7 experienced SugarCRM agent will assist you in its situations. SugarCRM also provides excellent training about the app and grants a large knowledge database from Sugar University. Meanwhile, The Help Dashlet is a specialty support page that shows you relevant discussions and provides your feedback to the developers and other SugarCRM users.

Sugar Mobile

SugarCRM is aware that most customers are always on the go and rely on their mobile devices and provides a mobile app service in response to that need. The Sugar Mobile app allows agents to assist customers even out of the office and managers can perform their duties such as performance tracking and campaign managing out of the reach of a personal computer.

SugarCRM with Aurora (RDS) and AWS Elastic Load Balancer on Linux Server

Installation Instructions for AWS Template for SugarCRM on Aurora – RDS

A) Application URL: Template Output provides the Application URL as well as Database details.

Access the application via a browser at the load balancer URL which is the Website URL from the template output.

B) RDS Cluster / Aurora Details:

RDS Cluster / Aurora Details can be obtained from the Output of the template.

Being your installation with the WebSiteURL from the Output and enter custom details for your site

Please enter the RDS Cluster / Aurora details in the configuration of Database stage.

Details are also available in

/root/aurora_credentials.txt in the ec2 Instance

C) SSH Connection: To connect to the deployed instance, Please follow Instructions to Connect to Ubuntu instance on AWS Cloud

1) Download Putty.

2) Connect to the virtual machine using SSH key Refer this link:

• Hostname: PublicDNS  / IP of machine
• Port : 22

Username: To connect to the operating system, use SSH and the username is ubuntu.
Password : Please Click here to know how to get password .

D) Other Information:

1.Default ports:

• Linux Machines:  SSH Port – 22

On opening the output URL you can see the welcome screen.

Please continue with next till you reach Database Configuration Page

During Database configuration for Database hostname field enter the RDS details from Template Output.

Database Name , Username and Password can also be referenced from the template output which is same as input during Template deployment

You will get a warning message about existing database being overwritten, please click “Accept”

After configuration is complete you will see summary page

In registration page you may see a message as Permission denied – you can ignore this message and click Next

You can now access the SugarCRM site with the credential you configured during setup.