O'Reilly logo

SugarCRM® For Dummies® by Karen S. Fredricks

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Chapter 2. Acquiring a Sweet Tooth

In This Chapter

  • Deployment options

  • Installing SugarCRM

  • Installing a second database

  • Logging in

  • 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.

Taking the Sugarland Express

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.

Tip

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.

Hosting SugarCRM On-Site

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 ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required