Upgrade SugarCRM to SuiteCRM

Introduction

SuiteCRM is a popular open source CRM application that was forked from SugarCRM and that contains many additional features and bug fixes. This guide walks users through the process of migrating from SugarCRM to SuiteCRM.

Assumptions and prerequisites

This guide assumes that:

  • You are running SugarCRM 6.x. If you are using an older version, you must first upgrade to SugarCRM 6.x. Refer to the SugarCRM documentation for your version for detailed upgrade instructions.
  • You have created a backup of the application database and files before starting the upgrade process.

Step 1: Configure PHP settings

Follow these steps:

  • Log in to the server console using SSH.
  • Edit the /opt/bitnami/php/etc/php.ini file and modify some key PHP variables so that they look like this:

      max_execution_time=6000
      post_max_size=80M
      upload_max_filesize=80M
      max_input_time=6000
      memory_limit=256M
    
    IMPORTANT: Note the original values so you can restore them after the upgrade process is complete.
  • Restart the Apache server:

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

Step 2: Download and install the upgrade package

Follow these steps:

  • Download the "SugarCE Migration 6.x to Suite 7.6.6" migration package from the SuiteCRM upgrade page to your local system.

    SugarCRM upgrade package

  • Log in to the SugarCRM administration console and browse to the "Admin -> Upgrade Wizard" page.
  • On the "Welcome" page, click "Next" to perform a system check.

    SugarCRM upgrade wizard welcome

  • Confirm that the system check is fine and click "Next".
  • On the "Upload Upgrade Package" page, select the "SugarCE Migration 6.x to Suite 7.6.6" file downloaded earlier and click the "Upload Package" button.

    SugarCRM upgrade wizard upload

    The upload will take a few minutes to complete.

  • Once the package has been uploaded, click "Next".

    SugarCRM upgrade wizard upload

  • Once you receive confirmation that all pre-flight tests have passed, click "Next" to begin the upgrade process.

    SugarCRM upgrade wizard preflight test

  • Wait until all files are copied and you see a success notification like the one below.

    SugarCRM upgrade wizard upgrade success

  • Click "Next" to confirm layouts and finalize the upgrade.

    IMPORTANT: As the upgrade is finalized, you may see a "Gateway Timeout" error. This is a transient error that can safely be ignored. Wait a few minutes and reload the application welcome page again.

Your upgrade should now be complete and you should see the SuiteCRM dashboard, as shown below:

SugarCRM upgrade wizard upgrade success

Step 3: Restore previous PHP settings

Complete the upgrade by performing the following steps:

  • Edit the /opt/bitnami/php/etc/php.ini file and restore the values of the PHP variables modified earlier.
  • Restart the Apache server:

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

To learn more about the topics discussed in this guide, consider visiting the following links:

google

Bitnami Documentation