Duplicate Sugar CRM instance for Development

If you have email archiving enabled, you need to disable it before attempting this copy, also disable any special scheduled jobs that you may have.

This copy should be done out of hours to ensure that there is no impact, and if you could shut the Apache server down this would be even better.

The steps that we will follow are:

• Shut the web server down
• Copy the Sugar live folder outside the web server path
• Change the config files
• Clone the MySQL database
• Copy the test Sugar folder back into the web servers path

sudo su

cd /

mkdir sugarcrm_temp

If you can stop the Apache server

service httpd stop

Copy the crm installation folder in /var/www/html to a new folder name

cp -R /var/www/html/crm /sugarcrm_temp/crmdev

You then need to edit the config.php file and ammend the DB variable to match the new database that will be created in the next steps.

cd /sugarcrm_temp/crmdev

vi config.php

Look for the lines around dbconfig and change the db_name to match the database below.

We now need to create the database in Mysql.

mysql -u username -p -h servername 

create database sugarcrm_prodev;

To ensure that the database has been created

show databases;

exit

if you already have cloned the database you will need to drop the database first.

drop database sugarcrm_prodev;

create database sugarcrm_prodev;

To ensure that the database has been created

show databases;

exit

We then just need to duplicate the database, this is a built in function and can be achieved with mysqldump

The basic syntax is

NOTE that this should all be on a single line, there should be no carriage return or line feed when pasting it into the command line (the wordpress editor also messes around with the — infront or password it should read – - so when copy and pasting make sure there is a single space in between the dashes)

mysqldump -u {source_username} –password={source_password} -h {source_server} {source_db_name} |
mysql -u {dest_username} –password={dest_password} -h {dest_server} {dest_db_name}

unfortunately I can not give you an example with letting you know my username and passwords but the syntax is pretty easy just ensure that the {dest_db_name} matches the database name from above.

To ensure that you have copied the database correctly we can run a few tests.

mysql -u username -p -h servername 

use sugarcrm_pro;

select count(id) from contacts;

Take a note of the number

use sugarcrm_pro;

select count(id) from contacts;

exit

These should match perhaps the copy will be 1 or 2 less depending on how busy your database, if you shut you web server down these should match exactly.

Once the database has been cloned

cd /sugarcrm_temp

mv crmdev /var/www/html/

cd /var/www/html/

chown -R apache:apache crmdev

You will need to change the apache:apache to match the user and group that runs the web server in your environment.

Remember to restart the schedules and the email archiving  in he live environment.

NOTE the address changes so you will need to re-issue the email address, I created a vcard and then just sent it out to all the user so that they could update the information.

Example of vcard file

BEGIN:VCARD
VERSION:3.0
FN:CRM
N:;CRM;;;
EMAIL;TYPE=INTERNET:xxxxxxxx@sugarondemand.com
END:VCARD

Save this as a vcf file and you are good to go