The first time you logon to SugarCRM, the administration wizard will greet you. At this point, you can either choose to continue with the wizard or leave it for later. You’ll be able to come back anytime you like by simply replacing on your logon string the following:
replace:
index.php?action=Login&module=Users
for:
index.php?module=Configurator&action=AdminWizard
1. The Admin Wizard will present the Welcome to Sugar! screen:
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If you click Skip, the wizard will take you to the Your Information screen so you can fill-in core identification data (see this screen further down).
If you click Next, the wizard will present the Branding screen.
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2. Here you can choose the name that displays in the tittle bar of your browser and select your company logo. When done, click Next and the System Locale Settings screen will be displayed.
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3. Here you can specify how you would like data in Sugar to be displayed, based on your geographical location. The settings you provide here will be the default settings. Users will be able set their own preferences. When done, click Next and the SMTP Server Specification screen will be displayed.
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4. Here you will need to provide the email account that will be used to send emails, such as the assignment notifications and new user passwords. Users will receive emails from Sugar, as sent from the specified email account.
To do this, you will have to identify your Email provider:
For your Company’s email server
To add your Company’s email server (default screen presentation) click Other button. The wizard will prompt you for:
- SMTP Server. Enter the SMTP mail server’s address.
- SMTP Port. Enter the mail server’s port number.
- Use SMTP Authentication? Select this option if the mail server requires authentication to send out the email; enter your username and password for the email account in the SMTP Username field and the SMTP Password field respectively.
- Enable SMTP over SSL. Select this option if you are using the POP3 protocol and the mail server requires SSL.
- Allow users to use this account for outgoing email. When this option is selected, all users will be able to send emails using the same outgoing mail account used to send system notifications and alerts. If the option is not selected, users can still use the outgoing mail server after providing their own account information.
Google’s Gmail server
To add Google’s Gmail server click Gmail button. The wizard will prompt you for:
- Gmail Email Address. Enter de gmail address you will use.
- Gmail Password. Enter the gmail address password.
- Allow users to use this account for outgoing email. When this option is selected, all users will be able to send emails using the same outgoing mail account used to send system notifications and alerts. If the option is not selected, users can still use the outgoing mail server after providing their own account information.
To add Yahoo!Mail server click Yahoo!Mail button. The wizard will prompt you for:
- Yahoo! Mail ID. Enter de Yahoo!Mail ID you will use.
- Yahoo! Mail Password. Entre the Yahoo!Mail ID password.
- Allow users to use this account for outgoing email. When this option is selected, all users will be able to send emails using the same outgoing mail account used to send system notifications and alerts. If the option is not selected, users can still use the outgoing mail server after providing their own account information.
Microsoft Exchange
To add Microsoft Exchange email server click Microsoft Exchange button. The wizard will prompt you for:
- Exchange Server. Enter the Microsoft Exchange mail server’s address.
- Exchange Port. Enter the Microsoft Exchange mail server’s port number.
- Use SMTP Authentication? Select this option if the mail server requires authentication to send out the email; enter your username and password for the email account in the Exchange Username field and the Exchange Password field respectively.
- Enable SMTP over SSL. Select this option if you are using the POP3 protocol and the mail server requires SSL.
- Allow users to use this account for outgoing email. When this option is selected, all users will be able to send emails using the same outgoing mail account used to send system notifications and alerts. If the option is not selected, users can still use the outgoing mail server after providing their own account information.
Once you’ve finished identifying your mail provider, click Continue. The wizard will present the Your Information screen.
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5. Here you will provide information about yourself. This information will be visible to other Sugar users. After completing your information, click Next. The wizard will present the Your Locale screen.
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6. Here you will specify your time zone and how you would like dates, currencies and names to appear in Sugar. When you finish, click Next. The wizard will present the You are ready to use Sugar! screen.
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7. If everything is ok, just click Finish to save your settings. For more information on using Sugar, you can go to any of the links depicted on the screen.
After clicking Finish, the wizard will present your Home page in SugarCRM.
Note: you can change any of the settings above, after using the wizard (by default, the wizard will appear only once, the first time you logon to Sugar) by going to the Administration page by clicking on the Admin link as shown bellow.
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Sugar will present the Administration page.
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In the System and Email sections, you will find all the links you need to change settings. You even have online access to Sugar documentation in the Sugar Connect section as shown below.
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If you have any doubts about this installation or any others regarding the use or administration of SugarCRM, you can refer to SugarCRM Online Documentation.
