Now that you have SugarCRM Community Edition installed and setup, it’s time to upgrade to the latest version to take advantage of new features and enhancements. SugarCRM release minor revisions about once per month an major upgrades about twice per year. It is highly recommended that you upgrade to the minor revisions as soon as they are released. These minor revisions rarely add new features, but instead fix up any issues that have been found.
If your SugarCRM system is managed by SugarCRM themselves, you won’t have to worry about applying these upgrades. For all managed customers, SugarCRM will automatically apply the upgrades. If you’re SugarCRM system is managed by SugarCRM, you can check by looking at the address of your SugarCRM system. If the address/URL is like http://mybusiness.sugarondemand.com, then your system is managed by SugarCRM. If the address/URL is anything else, then it’s either hosted by you, or by a SugarCRM Partner, such as InsightfulCRM.
The instructions below apply to all editions of SugarCRM.
1. Stop! Backup!
Before you upgrade anything, make sure you have a backup of your current data. It would be disastrous if the upgrade, for whatever reason, caused your SugarCRM system to stop working.
2. Find Your Current Version
In order to upgrade, you need to know what version of SugarCRM you are currently running. SugarCRM provides upgrade packages from specific versions to specific versions.
Log in to the SugarCRM system with your administrator details.
Click on ‘About’ in the top right corner of the page.
The About page shows you the edition and version that you are currently using. Note that my instance of Sugar below is the Community Edition. You may also see ‘Sugar Professional’ or ‘Sugar Enterprise’ here instead. The version below is 6.0.1.
The rest of the About page is credits for contributions made to the SugarCRM application. Now you know the edition and version of your SugarCRM system, we can download the appropriate upgrade package.
3. Download Your Upgrade Package
If you are using Sugar Community Edition, head over to the SugarCE download area. This will list all the upgrades and full versions of SugarCE. Look for the latest version that has an upgrade from your current version. In my case, since I have version 6.0.1, the latest version I can upgrade to (in one step) is version 6.1.6. Note that I’m downloading the ‘SugarCE Upgrade 6.0.x to 6.1.6.zip’ package – the ‘x’ can stand for any number.
Don’t worry if you can’t find an upgrade package that takes you to the latest version. This entire upgrade process is repeatable. So, after I upgrade from 6.0.1 to 6.1.6, I can upgrade to version 6.2.3 and so on as required. Download the upgrade package and save it somewhere safe.
If you are using Sugar Professional or Sugar Enterprise, you will need to log in to SugarCRM.com, go to My Account and locate the similar upgrade package for your current version.
4. Upload and Apply The Upgrade
Go back to your SugarCRM system, and click on ‘Admin’ at the top of the page.
Scroll down to the ‘System’ section and click on the ‘Upgrade Wizard’ link.
The Upgrade Wizard guides you through the entire upgrade process and performs a number of system checks to make sure the upgrade can be carried out. Nevertheless, you will always see the notification that suggests you should perform the upgrade on a backup of your system first. Alternatively, since you have taken a backup just before starting the upgrade process, if disaster strikes you can restore the backup. Click ‘Next’ to start the Upgrade Wizard.
Sugar will then start the first round of system checks.
If all the system checks have been successful, you will be presented with a screen confirming this. Click ‘Next’ to continue.
If you see any problems (they will be shown in red text), you will need to resolve those problems before being able to continue. The most common problem is File Permission issues.
You’ll then need to upload the upgrade package that you downloaded. Browse to find the upgrade package file, then click Upload. Once the package has been uploaded you will see it listed on the screen with some info on it.
On the next screen, you will be given confirmation that the upgrade is ready to be applied. After click the ‘Next >’ button, there’s no turning back. The upgrade will be applied. New files will be copied and any changes to the database will be made. If your database is large, the upgrade may take some time.
While the upgrade is being applied, you will see the progress indicator. This simply means that some action is being carried out. Don’t click anything else while you see this indicator!
You’ll then see a confirmation page saying that the files were copied successfully. Great! You’re almost done. Click ‘Next’ to continue.
Finally, if there have been any new default fields added to the system as part of the upgrade, you will be given the option to update your current page layouts to include these new fields, or to ignore them. Unless you’ve made very specific changes to your layouts, you’ll want to leave these boxes ticked. You can always change the page layouts afterwards through Studio.
Clicking ‘Next’ will apply the layout changes. Click ‘Next’ again to continue. You’ll then see a debrief page that basically tells you that the upgrade is complete.
Click ‘Done’. This will take you to the ‘About’ page. You can see that we’ve now upgraded to version 6.1.6!
5. Final Touches
There is one last thing to do, just to make sure everything will continue to run smoothly. Go back to the Admin area and in the System section, click on ‘Repair”.
Then click on ‘Quick Repair and Rebuild’ at the top of the list. This will clear out any temporary (cache) files and ensure that the application files and the database are in sync. A Quick Repair and Rebuild is a good thing to try if you every experience odd behavior in the system.
It will show you exactly what’s it’s doing to. Everything should check out ok, like the image below.
Finally, log out and then log back in to your SugarCRM system. You can now continue using your newly upgraded system. If you plan to upgrade to further versions, continue to repeat steps 2 to 5.
Remember to keep an eye on the new versions that released by Sugar so that you can stay current.
Note: do no upgrade your production instance of SugarCRM to a beta release. Beta’s are meant for standalone testing only and should never be used in production. Additionally, there is no easy way to upgrade a beta version to a production ready version.