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How to Create a Flexible CRMSolution Based on SugarCRM in a vCloud EnvironmentA VMware Cloud Evaluation Reference Document
ContentsAbout Cloud ComputingCloud computing is an approach to computing that pools or aggregatesIT infrastructure resources. Using Infrastructure-as-a-Service (IaaS),through cloud computing, gives you a more efficient, flexible andcost-effective infrastructure. Clouds typically include a set of virtualmachines (“VM”s). A virtual machine is an isolated software containerthat can run its own operating systems and applications as if it werea physical computer, and contains it own virtual (i.e., software-based)CPU, RAM, hard disk and network interface card (NIC). Users can startand stop Virtual Machines or use compute cycles, as needed. Clouds canbe on-site (commonly referred to as ‘Private Clouds’), with a ServiceProvider (‘Public Cloud’), or a combination of the two (‘Hybrid Cloud’).Overview . 3Features . 4Components & Requirements . 5Installation . 6Resources . 15What is vCloud?VMware vCloud is a software suite that empowers enterprises totransform their existing vSphere infrastructure into a consumable,self-managed, web-based service. It provides a window for end-userprovisioning and deployment of servers, and enables enterprises toisolate departments IT deployments to provide unique quality ofservice requirements to each business unit. Organizations can maintainone or many shared catalogues, so business units can quickly andeasily deploy custom servers on-the-fly without the need for furtherIT intervention. The VMware vCloud suite is built on top of vSphere,the industry standard in virtualization technology, and carries withit the enterprise-grade quality and features that you would expectfrom VMware.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment2
OverviewThe VMware Cloud Evaluation includes access to a host ofVMware virtual appliances that leverage BitNami OS andapplication templates. This document focuses on getting startedwith SugarCRM, a free, open-source, and easy to use customerrelationship management (CRM) platform. Unlimited use of theSugarCRM template is one of the many benefits of the VMwareCloud Evaluation.The SugarCRM Template within the VMwareCloud EvaluationThis document describes the process of deploying the SugarCRMtemplate within the VMware Cloud Evaluation.VMware Virtual Appliances, or vApps, are pre-packaged softwaresolutions comprised of one or more Virtual Machines containingall necessary functionality to be easily deployed in any VMwarebased infrastructure, such as VMware vSphere and VMwarevCloud Director.Sugar is an affordable and easy to use customer relationshipmanagement (CRM) platform, designed to help your businesscommunicate with prospects, share sales information, close dealsand keep customers happy. As an open-source, web-based CRMsolution, Sugar is easy to customize and adapt to your changingneeds. Core functionality includes sales force automation,marketing campaigns, support cases, project management andcalendaring. You can learn more about SugarCRM atwww.SugarCRM.comPackaged from the BitNami Stacks program, these VirtualAppliances contain all the components that the particular OpenSource application requires. For example, the virtual appliancecomponents may include Apache, MySQL, PHP or Ruby, as wellas the Linux-based operating system they are configured torun in.The SugarCRM vApp is a ready-to-deploy virtual machine thatcontains all of the runtime dependencies to get up and runningquickly with minimal setup. SugarCRM vApp also includesready-to-run versions of Apache, MySQL and PHP. Built uponthe SugarCRM BitNami stack this vApp is distributed for freeunder the Apache 2.0 license.VMware Virtual AppliancesOptimized for cloud computing, vApps are portable, scalableand easy to deploy, making them the perfect fit to run in yourVMware Cloud Evaluation environment.Simply deploy the vApp in your VMware Cloud Evaluationinstance and you’re ready to start configuring it to meetyour needs. Each vApp can be customized, so please refer tothe documentation for each vApp to make sure to go throughall the necessary steps to setup and initialize your newVirtual Appliance.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment3
FeaturesVMware Ready vApps are built with a few goals in mind,including: Ease of deployment Independence, agility and portability across anyScalableWhen your application has outgrown its current capacity, addingmore resources is as easy as a few clicks. Designed for scalability,a vApp can have more RAM or CPU allocated to it wheneveryou choose.VMware-based infrastructure Scalability to meet application growth as needed Ability to customize to configure the vApp to suit your needsEase of DeploymentVMware vApps make the process of deploying and installing afull Open Source solution incredibly easy, so you can be up andrunning in just a few clicks.CustomizableSince the VMware Cloud Evaluation uses templates built onpopular Open Source applications, there is already a vibrantcommunity of people who have contributed how-to guides,customization guides, themes, and add-on utilities to most ofthe applications the vCloud Service Evaluation offers. Everythingfrom WordPress themes to Drupal modules are available for useand integration with your application.IndependentVMware vApps are completely self-contained, and as a result donot interfere with any software currently deployed in your vCloudenvironment simplifying deployment and easing concerns ofconflicts.PortableVMware vApps can be migrated to new hosts, new vClouds,or exported and moved to an entirely new VMware basedenvironment, meaning you can bring it with you when yourneeds change. Deploy internally to initially test, and thenuse VMware vCloud Connector to migrate the workload toyour VMware Cloud Evaluation, or transfer it over to a fullVMware Certified Public Cloud provider listed atvcloud.vmware.com/partners/vsppHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment4
Components & RequirementsComponentsRequirementsThe SugarCRM vApp ships with the following software versionsrunning on Ubuntu 12.04:The minimum requirements to install the SugarCRM vAppare listed below. These minimum requirements are met whenutilizing the “Standard” resource package within the VMwareCloud Evaluation. Apache 2.2.xMySQL 5.5.xPHP 5.3.xphpMyAdmin 3.5.x Intel x86 or compatible processor running ESX or ESXiMinimum of 256 MB of RAM dedicated to the vAppMinimum of 150 MB of Hard Disk spaceValid Networking configured to the vAppHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment5
InstallationThe SugarCRM vApp is distributed as an Open VirtualizationFormat (OVF) package. Deploying this package is simple.1. Login to your VMware Cloud Evaluation Console atvcloudservice.vmware.comHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment6
Installation2. Select the “My Clouds” tab3. Click the “Add a New Server” buttonHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment7
Installation4. A popup form will appear with all of the field informationneeded to create the virtual machine. Enter the name ofyour server in the Server Label field and select the vApp youwould like the server to reside in. You can create a new vAppby selecting “Create New vApp” and entering the name ofthe vApp.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment8
Installation5. Select the “Applications“ TemplateHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment9
Installation6. Select “SugarCRM” from the next drop down list.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment10
Installation7. Use the slider to choose the amount of resource required.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment11
Installation8. Select “Add a New Hard Drive” and enter the amountof storage.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment12
Installation9. Check the boxes to assign your server an external IP addressand allow traffic for the common incoming ports. Theseoptions can be configured or changed at a later time bygoing to the “View my Virtual Networks” sub-tab underMy Cloud.How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment13
Installation10. Click “Add New”When your server is created it will be in a powered off state.To access your SugarCRM vApp select the power button andbrowse to the external IP address listed in the server details.The default user name is “user” and the default password is“bitnami.” We recommend changing the password within theSugarCRM application. More information on how to useSugarCRM once deployed is located on the SugarCRM site at:support.sugarcrm.comOnce installed, you can further customize the installation byusing the vCloud Director interface. Please refer to Section 8 ofthe vCloud Director User Guide for information on using vCloudDirector to work with a vApp. Please seevmware.com/go/vcd-userguideHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment14
ResourcesFor additional information on how to customize yourSugarCRM vApp, visit:wiki.bitnami.org/Applications/BitNami SugarCRMLearn more about BitNami:bitnami.orgTo find additional VMware Ready Virtual Appliances, visit theVMware Solution Exchange:solutionexchange.vmware.com/storeHow to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment15
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How to Create a Flexible CRM Solution Based on SugarCRM in a vCloud Environment 8 Installation 4. A popup form will appear with all of the field information needed to create the virtual machine. Enter the name of your server in the Server Label field and select the vApp you would like the server to reside in. You can create a new vApp
