SuiteCRM for Bitnami Cloud Hosting

Description

SuiteCRM is a completely open source, enterprise-grade Customer Relationship Management (CRM) application. SuiteCRM is a fork of the popular SugarCRM application.

First steps with the Bitnami SuiteCRM Stack

Welcome to your new Bitnami application running on Bitnami Cloud Hosting! Here are a few questions (and answers!) you might need when first starting with your application.

What credentials do I need?

You need two sets of credentials:

The application credentials that allow you to log in to your new Bitnami application. These credentials consist of a username and password.
The server credentials that allow you to log in to your Bitnami Cloud Hosting server using an SSH client and execute commands on the server using the command line. These credentials consist of an SSH username and key.

What is the administrator username set for me to log in to the application for the first time?

Username: user

What SSH username should I use for secure shell access to my application?

SSH username: bitnami

What are the default ports?

A port is an endpoint of communication in an operating system that identifies a specific process or a type of service. Bitnami stacks include several services or servers that require a port.

IMPORTANT: Making this application's network ports public is a significant security risk. You are strongly advised to only allow access to those ports from trusted networks. If, for development purposes, you need to access from outside of a trusted network, please do not allow access to those ports via a public IP address. Instead, use a secure channel such as a VPN or an SSH tunnel. Follow these instructions to remotely connect safely and reliably.

Port 22 is the default port for SSH connections.

Bitnami opens some ports for the main servers. These are the ports opened by default: 80, 443.

How to start or stop the services?

Each Bitnami stack includes a control script that lets you easily stop, start and restart services. The script is located at /opt/bitnami/ctlscript.sh. Call it without any service name arguments to start all services:

$ sudo /opt/bitnami/ctlscript.sh start

Or use it to restart a single service, such as Apache only, by passing the service name as argument:

$ sudo /opt/bitnami/ctlscript.sh restart apache

Use this script to stop all services:

$ sudo /opt/bitnami/ctlscript.sh stop

Restart the services by running the script without any arguments:

$ sudo /opt/bitnami/ctlscript.sh restart

Obtain a list of available services and operations by running the script without any arguments:

$ sudo /opt/bitnami/ctlscript.sh

How to access the administration panel?

Access the administration panel by browsing to http://SERVER-IP/index.php?module=Users&action=Login&login_module=Administration.

How to configure outbound email settings?

You can configure SuiteCRM from the "Admin" panel to send emails directly. Navigate to the "Administration -> Email Settings" menu and configure the settings of your email provider. You can use a Gmail, Yahoo! or Microsoft Exchange account. Here is an example of using a Gmail account:

To configure the application to use other third-party SMTP services for outgoing email, such as SendGrid or Mandrill, refer to the FAQ.

NOTE: If you are using Gmail as the outbound email server and have experienced issues trying to send emails correctly, check the How to troubleshoot Gmail SMTP issues to learn the causes of these issues and how to solve them.

How to create a full backup of SuiteCRM?

Backup

The Bitnami SuiteCRM Stack is self-contained and the simplest option for performing a backup is to copy or compress the Bitnami stack installation directory. To do so in a safe manner, you will need to stop all servers, so this method may not be appropriate if you have people accessing the application continuously.

Follow these steps:

Change to the directory in which you wish to save your backup:
```
  $ cd /your/directory
```

Stop all servers:

  $ sudo /opt/bitnami/ctlscript.sh stop

Create a compressed file with the stack contents:

  $ sudo tar -pczvf application-backup.tar.gz /opt/bitnami

Restart all servers:

  $ sudo /opt/bitnami/ctlscript.sh start

You should now download or transfer the application-backup.tar.gz file to a safe location.

Restore

Follow these steps:

Change to the directory containing your backup:
```
  $ cd /your/directory
```

Stop all servers:

  $ sudo /opt/bitnami/ctlscript.sh stop

Move the current stack to a different location:

  $ sudo mv /opt/bitnami /tmp/bitnami-backup

Uncompress the backup file to the original directoryv

  $ sudo tar -pxzvf application-backup.tar.gz -C /

Start all servers:

  $ sudo /opt/bitnami/ctlscript.sh start

If you want to create only a database backup, refer to these instructions for MySQL and PostgreSQL.

How to upgrade SuiteCRM?

It is strongly recommended to create a backup before starting the update process. If you have important data, create and try to restore a backup to ensure that everything works properly.

Follow these steps:

Download the appropriate SuiteCRM Upgrade zip file from the SuiteCRM website to your local machine. For example, download the SuiteCRMPro-Upgrade-6.4.x-to-6.5.0.zipfile to upgrade SuiteCRM Professional from version 6.4.x to 6.5.0. Download the appropriate conversion file to convert to SuiteCRM Professional or SuiteCRM Enterprise.
Log into your existing SuiteCRM application as the administrator and click "Admin" on the right-hand corner of the page.
Click "Upgrade Wizard" in the "Systems" panel of the "Administration" home page. This displays the Upgrade Wizard page.
Click "Next". This displays the "System Checks" page and SuiteCRM begins the system check process. The "Systems Check" page indicates that there were no issues if the system check process completes successfully. Issues with file permissions, database, and server settings are listed on the page if the system check process encountered any problems.
Click "Next" if the system check is successful. This displays the "Upload an Upgrade" page.
Click "Browse", and navigate to the location of the upgrade zip file and select it. The path to the file displays in the "Upload an upgrade" field.
Click "Upload Upgrade" to upload the package to the SuiteCRM application. The system uploads the package and displays it on the page. Use the "Delete Package" button to remove the package if necessary.
Click "Next. This displays the "Preflight Check" page. Click "Show Schema Change Script" to view differences in the SuiteCRM databases schema between your current and new SuiteCRM versions. By default, the "Upgrade Wizard Runs SQL" option is selected as the database update method. Select "Manual SQL Queries" from the "Database Update Method" drop-down list and select the "Check when SQL has been manually run" box, if you ran the SQL queries manually.
Click "Recheck" to rerun "Preflight Check". Click "Next" to skip this step. This displays the "Commit Upgrade" page. You can also click "Show" to see a list of files that were copied and the rebuilt results. You can also view skipped queries.
Click "Next". During the upgrade process, SuiteCRM performs a three-way merge between the customized instance on old version, default instance on old version, and default instance on new version. This three-way merge adds any fields that have been added to the default module layouts in the new version to the corresponding module layouts in the existing version, if the module layouts in the old version were not customized through Studio (or in the appropriate upgrade-safe way) prior to the upgrade. The three-way merge also changes the placement of fields in non-Studio-customized module layouts to match the placement in the default module layouts.
SuiteCRM displays the "Confirm Layouts" page as Step 5 of the upgrade process if the existing module layouts have been customized, and there are changes to the default fields and field placement in the new module layouts. The "Confirm Layouts" page lists the module layouts that have changed in the new version. The administrator has the option of applying the changes to the existing module layouts. By default, all of the listed module layouts are selected to be merged during the upgrade. For example, in 6.1.0, SuiteCRM added the "Assigned To" fields to the default "Detail View" and "Edit View" layouts for Notes and for Email Templates.
Uncheck the module if you do not want to add the new fields to a module.
Click "Next". This displays a message confirming that the layouts were successfully merged (if you chose to update your modules).
Click "Next". The "Debrief" page confirms the upgrade installation. Complete the steps for manual merging of files or running SQL queries now.
Click "Done". This displays the Home page indicating that the upgrade is complete.
Click "Repair" and select the "Rebuild Relationships" and "Rebuild Extensions" options in the "Systems" panel of the "Administration" home page.
Manually merge the files by extracting the skipped file from the patch zip file if you unchecked any files to prevent the "Upgrade Wizard" from overwriting them. Merge the file installed in the SuiteCRM application directory. Note that you can check the upgradeWizard.log file in the SuiteCRM folder for information on unsuccessful SuiteCRM upgrades.

For more information, visit https://suitecrm.com/wiki/index.php/Upgrade.

How to create an SSL certificate?

OpenSSL is required to create an SSL certificate. A certificate request can then be sent to a certificate authority (CA) to get it signed into a certificate, or if you have your own certificate authority, you may sign it yourself, or you can use a self-signed certificate (because you just want a test certificate or because you are setting up your own CA).

Follow the steps below:

Generate a new private key:

 $ sudo openssl genrsa -out /opt/bitnami/apache2/conf/server.key 2048

Create a certificate:
```
 $ sudo openssl req -new -key /opt/bitnami/apache2/conf/server.key -out /opt/bitnami/apache2/conf/cert.csr
```
IMPORTANT: Enter the server domain name when the above command asks for the "Common Name".
Send cert.csr to the certificate authority. When the certificate authority completes their checks (and probably received payment from you), they will hand over your new certificate to you.

Until the certificate is received, create a temporary self-signed certificate:

 $ sudo openssl x509 -in /opt/bitnami/apache2/conf/cert.csr -out /opt/bitnami/apache2/conf/server.crt -req -signkey /opt/bitnami/apache2/conf/server.key -days 365

Back up your private key in a safe location after generating a password-protected version as follows:
```
 $ sudo openssl rsa -des3 -in /opt/bitnami/apache2/conf/server.key -out privkey.pem
```
Note that if you use this encrypted key in the Apache configuration file, it will be necessary to enter the password manually every time Apache starts. Regenerate the key without password protection from this file as follows:
```
 $ sudo openssl rsa -in privkey.pem -out /opt/bitnami/apache2/conf/server.key
```

Find more information about certificates at http://www.openssl.org.

How to enable HTTPS support with SSL certificates?

TIP: If you wish to use a Let's Encrypt certificate, you will find specific instructions for enabling HTTPS support with Let's Encrypt SSL certificates in our Let's Encrypt guide.

NOTE: The steps below assume that you are using a custom domain name and that you have already configured the custom domain name to point to your cloud server.

Bitnami images come with SSL support already pre-configured and with a dummy certificate in place. Although this dummy certificate is fine for testing and development purposes, you will usually want to use a valid SSL certificate for production use. You can either generate this on your own (explained here) or you can purchase one from a commercial certificate authority.

Once you obtain the certificate and certificate key files, you will need to update your server to use them. Follow these steps to activate SSL support:

Use the table below to identify the correct locations for your certificate and configuration files.

Variable	Value
Current application URL	https://[custom-domain]/
	Example: https://my-domain.com/ or https://my-domain.com/appname
Apache configuration file	/opt/bitnami/apache2/conf/bitnami/bitnami.conf
Certificate file	/opt/bitnami/apache2/conf/server.crt
Certificate key file	/opt/bitnami/apache2/conf/server.key
CA certificate bundle file (if present)	/opt/bitnami/apache2/conf/server-ca.crt

Copy your SSL certificate and certificate key file to the specified locations.

NOTE: If you use different names for your certificate and key files, you should reconfigure the SSLCertificateFile and SSLCertificateKeyFile directives in the corresponding Apache configuration file to reflect the correct file names.

If your certificate authority has also provided you with a PEM-encoded Certificate Authority (CA) bundle, you must copy it to the correct location in the previous table. Then, modify the Apache configuration file to include the following line below the SSLCertificateKeyFile directive. Choose the correct directive based on your scenario and Apache version:

Variable	Value
Apache configuration file	/opt/bitnami/apache2/conf/bitnami/bitnami.conf
Directive to include (Apache v2.4.8+)	SSLCACertificateFile "/opt/bitnami/apache2/conf/server-ca.crt"
Directive to include (Apache < v2.4.8)	SSLCertificateChainFile "/opt/bitnami/apache2/conf/server-ca.crt"

NOTE: If you use a different name for your CA certificate bundle, you should reconfigure the SSLCertificateChainFile or SSLCACertificateFile directives in the corresponding Apache configuration file to reflect the correct file name.

Once you have copied all the server certificate files, you may make them readable by the root user only with the following commands:
```
 $ sudo chown root:root /opt/bitnami/apache2/conf/server*

 $ sudo chmod 600 /opt/bitnami/apache2/conf/server*
```
Open port 443 in the server firewall. Refer to the FAQ for more information.
Restart the Apache server.

You should now be able to access your application using an HTTPS URL.

How to force HTTPS redirection with Apache?

Add the following lines in the default Apache virtual host configuration file at /opt/bitnami/apache2/conf/bitnami/bitnami.conf, inside the default VirtualHost directive, so that it looks like this:

<VirtualHost _default_:80>
  DocumentRoot "/opt/bitnami/apache2/htdocs"
  RewriteEngine On
  RewriteCond %{HTTPS} !=on
  RewriteRule ^/(.*) https://%{SERVER_NAME}/$1 [R,L]
  ...
</VirtualHost>

After modifying the Apache configuration files:

Open port 443 in the server firewall. Refer to the FAQ for more information.
Restart Apache to apply the changes.

How to debug Apache errors?

Once Apache starts, it will create two log files at /opt/bitnami/apache2/logs/access_log and /opt/bitnami/apache2/logs/error_log respectively.

The access_log file is used to track client requests. When a client requests a document from the server, Apache records several parameters associated with the request in this file, such as: the IP address of the client, the document requested, the HTTP status code, and the current time.
The error_log file is used to record important events. This file includes error messages, startup messages, and any other significant events in the life cycle of the server. This is the first place to look when you run into a problem when using Apache.

If no error is found, you will see a message similar to:

Syntax OK

Updating the IP address or hostname

SuiteCRM requires updating the IP address/domain name if the machine IP address/domain name changes. The bnconfig tool also has an option which updates the IP address, called --machine_hostname (use --help to check if that option is available for your application). Note that this tool changes the URL to http://NEW_DOMAIN/suitecrm.

$ sudo /opt/bitnami/apps/suitecrm/bnconfig --machine_hostname NEW_DOMAIN

If you have configured your machine to use a static domain name or IP address, you should rename or remove the /opt/bitnami/apps/suitecrm/bnconfig file.

$ sudo mv /opt/bitnami/apps/suitecrm/bnconfig /opt/bitnami/apps/suitecrm/bnconfig.disabled

NOTE: Be sure that your domain is propagated. Otherwise, this will not work. You can verify the new DNS record by using the Global DNS Propagation Checker and entering your domain name into the search field.

You can also change your hostname by modifying it in your hosts file. Enter the new hostname using your preferred editor.

$ sudo nano /etc/hosts

Add a new line with the IP address and the new hostname. Here's an example. Remember to replace the IP-ADDRESS and DOMAIN placeholders with the correct IP address and domain name.

IP-ADDRESS DOMAIN

How to find the MySQL database credentials?

Database username: root.
Database password: The same as the application password. Find out how to obtain application credentials.

How to connect to the MySQL database?

You can connect to the MySQL database from the same computer where it is installed with the mysql client tool.

$ mysql -u root -p

You will be prompted to enter the root user password. This is the same as the application password.

How to debug errors in your database?

The main log file is created at /opt/bitnami/mysql/data/mysqld.log on the MySQL database server host.

How to change the MySQL root password?

You can modify the MySQL password using the following command at the shell prompt. Replace the NEW_PASSWORD placeholder with the actual password you wish to set.

$ /opt/bitnami/mysql/bin/mysqladmin -p -u root password NEW_PASSWORD

How to reset the MySQL root password?

If you don't remember your MySQL root password, you can follow the steps below to reset it to a new value:

Create a file in /home/bitnami/mysql-init with the content shown below (replace NEW_PASSWORD with the password you wish to use):
```
 UPDATE mysql.user SET Password=PASSWORD('NEW_PASSWORD') WHERE User='root';
 FLUSH PRIVILEGES;
```
If your stack ships MySQL v5.7.x, use the following content instead of that shown above:
```
 UPDATE mysql.user SET authentication_string=PASSWORD('NEW_PASSWORD') WHERE User='root';
 FLUSH PRIVILEGES;
```
TIP: Check the MySQL version with the command /opt/bitnami/mysql/bin/mysqladmin --version or /opt/bitnami/mysql/bin/mysqld --version.

Stop the MySQL server:

 $ sudo /opt/bitnami/ctlscript.sh stop mysql

Start MySQL with the following command:

 $ sudo /opt/bitnami/mysql/bin/mysqld_safe --pid-file=/opt/bitnami/mysql/data/mysqld.pid --datadir=/opt/bitnami/mysql/data --init-file=/home/bitnami/mysql-init 2> /dev/null &

Restart the MySQL server:

 $ sudo /opt/bitnami/ctlscript.sh restart mysql

Remove the script:
```
 $ rm /home/bitnami/mysql-init
```

How to access phpMyAdmin?

For security reasons, phpMyAdmin is accessible only when using 127.0.0.1 as the hostname. To access it from a remote system, you must create an SSH tunnel that routes requests to the Web server from 127.0.0.1. This implies that you must be able to connect to your server over SSH in order to access these applications remotely.

IMPORTANT: Before following the steps below, ensure that your Web and database servers are running.

NOTE: The steps below suggest using port 8888 for the SSH tunnel. If this port is already in use by another application on your local machine, replace it with any other port number greater than 1024 and modify the steps below accordingly. Similarly, if you have enabled Varnish, your stack's Web server might be running on port 81. In this case, modify the steps below to use port 81 instead of port 80 for the tunnel endpoint.

Accessing phpMyAdmin on Windows

Watch the following video to learn how to easily access phpMyAdmin on Windows through an SSH tunnel:

TIP: Refer to these instructions to learn how to obtain your private key.

In order to access phpMyAdmin via SSH tunnel you need an SSH client. In the instructions below we have selected PuTTY, a free SSH client for Windows and UNIX platforms. The first step is having PuTTY configured. Please, check how to configure it in the section how to connect to the server through SSH using an SSH client on Windows.

Once you have your SSH client correctly configured and you tested that you can successfully access to your instance via SSH, you need to create an SSH tunnel in order to access phpMyAdmin. For doing so, follow these steps:

In the "Connection -> SSH -> Tunnels" section, add a new forwarded port by introducing the following values:
- Source port: 8888
- Destination: localhost:80
This will create a secure tunnel by forwarding a port (the "destination port") on the remote server to a port (the "source port") on the local host (127.0.0.1 or localhost).
Click the "Add" button to add the secure tunnel configuration to the session. (You'll see the added port in the list of "Forwarded ports").
In the "Session" section, save your changes by clicking the "Save" button.
Click the "Open" button to open an SSH session to the server. The SSH session will now include a secure SSH tunnel between the two specified ports.
Access the phpMyAdmin console through the secure SSH tunnel you created, by browsing to http://127.0.0.1:8888/phpmyadmin.
Log in to phpMyAdmin by using the following credentials:
- Username: root
- Password: application password. (Refer to our FAQ to learn how to find your application credentials).

Here is an example of what you should see:

If you are unable to access phpMyAdmin, verify that the SSH tunnel was created by checking the PuTTY event log (accessible via the "Event Log" menu):

Accessing phpMyAdmin on Linux and Mac OS X

To access the application using your Web browser, create an SSH tunnel, as described below.

Open a new terminal window on your local system (for example, using "Finder -> Applications -> Utilities -> Terminal" in Mac OS X or the Dash in Ubuntu).
Make sure that you have your SSH credentials (.pem key file) in hand.
Run the following command to configure the SSH tunnel. Remember to replace KEYFILE with the path to your private key and SERVER-IP with the public IP address or hostname of your server:
```
   $ ssh -N -L 8888:127.0.0.1:80 -i KEYFILE bitnami@SERVER-IP
```

NOTE: If successful, the above command will create an SSH tunnel but will not display any output on the server console.

Access the phpMyAdmin console through the secure SSH tunnel you created, by browsing to http://127.0.0.1:8888/phpmyadmin.
Log in to phpMyAdmin by using the following credentials:
- Username: root
- Password: application password. (Refer to our FAQ to learn how to find your application credentials).

Here is an example of what you should see:

How to modify PHP settings for Apache?

The PHP configuration file allows you to configure the modules enabled, the email settings or the size of the upload files. It is located at /opt/bitnami/php/etc/php.ini.

For example, to modify the default upload limit for PHP, update the PHP configuration file following these instructions.

After modifying the PHP configuration file, restart both Apache and PHP-FPM for the changes to take effect:

$ sudo /opt/bitnami/ctlscript.sh restart apache
$ sudo /opt/bitnami/ctlscript.sh restart php-fpm

How to modify the allowed limit for uploaded files in Apache?

Modify the following options in the /opt/bitnami/php/etc/php.ini file to increase the allowed size for uploads:

; Maximum size of POST data that PHP will accept.
post_max_size = 16M

; Maximum allowed size for uploaded files.
upload_max_filesize = 16M

Restart PHP-FPM and Apache for the changes to take effect.

$ sudo /opt/bitnami/ctlscript.sh restart apache
$ sudo /opt/bitnami/ctlscript.sh restart php-fpm

How to upload files to the server with SFTP?

Although you can use any SFTP/SCP client to transfer files to your server, the link below explains how to configure FileZilla (Windows, Linux and Mac OS X), WinSCP (Windows) and Cyberduck (Mac OS X). It is required to use your server's private SSH key to configure the SFTP client properly. Choose your preferred application and follow the steps in the link below to connect to the server through SFTP.

How to upload files to the server

How to configure SuiteCRM Schedulers?

In order to run SuiteCRM Schedulers, it is necessary to add the following line to the crontab file. You can add this line with the crontab editor:

$ sudo crontab -e

Add the line below:

* * * * *  su daemon -s /bin/sh -c "cd /opt/bitnami/apps/suitecrm/htdocs; /opt/bitnami/php/bin/php -f cron.php > /dev/null 2>&1"

How to upgrade SugarCRM to SuiteCRM?

It is strongly recommended to create a backup before starting the update process. If you have important data, create and try to restore a backup to ensure that everything works properly.

Refer to our guide for detailed upgrade steps.

Upgrade SugarCRM to SuiteCRM