In This Chapter
Installing a second database
User Preference settings
Before you start using SugarCRM, you need to install it. You have a couple of options for doing this and I show you what they are. I show you how to set up a second database as well. You also discover how to log in — and how to change some of the preference settings after you do.
In Chapter 1, you find out about the various flavors of SugarCRM. In this chapter, I discuss the three deployment options available to you.
Ultimately, the deployment option you choose rests on two important factors:
Your comfort level in knowing that another company is managing — and has full access to — your company data.
The amount of IT expertise that resides within your company.
If you require a bit of handholding you might want to check out
www.sugarcrm.com/crm/crmquiz which offers a nifty little deployment calculator. You'll also find a white paper link there explaining the various deployment options in even greater detal.
Quite simply, the On-Site deployment option means that your SugarCRM is kept in your very own location — or at a data center that you selected. At first glance, this may seem like a logical approach. However, before you decide this is the way to go, you might want to weigh the pros and cons.
Hosting your own SugarCRM installation has a number of benefits:
You don't have to pay anyone a ...