Clean Installation of SuiteCRM 7.01 and Migration

📦 Install & Upgrade Help
1

I was running an older version of SuiteCRM and had upgraded sugar to 6.5.14. we are having tons of issues with our production instance and i would love to do a clean install and use our same SQL database. We have a number of custom fields in our modules that need to be migrated to the new install, however studio will not export all of them (only about 1/5th of them even though we created them all in studio).

I have successfully installed a clean instance of SuiteCRM 7.01 on IIS 7 & MSSQL Server and it appears to be functioning fine. How do i migrate the custom fields/layouts/settings into the new install and repoint to the existing database? Also how about documents stored?

Any help is appreciated. Also willing to pay for support to perform the migration if its a complex solution.

2

Hi dgreene,

To do this, you should perform the following steps:

1.) Edit the config in the database to have the SugarCRM version 6.5.16(this will currently be 6.5.14).
2.) Point to the correct database from your SuiteCRM 7.0.1 instance.
3.) Perform a quick repair and rebuild.

Please update on your progress/any issues you are having.

Thanks,

Will.

3

This doesn’t explain how to get all of my custom fields, layouts etc into suitecrm.

Does the quick repair/rebuild restore my onscreen field layouts and settings controlled by studio?

4

Hi dgreene,

Your custom fields will be populated by running a Quick Repair and Rebuild and executing the changes. You will need to re-create your layouts in SuiteCRM as these are not stored in the database.

Thanks,

Will.

5

Where do I make the version change you referenced, and how do I move my documents over?

6

Hi dgreene,

You make the version change within the “config” table in your database.

Thanks,

Will.

7

Thanks. What about the document question?

8

Hi dgreene,

In regards your documents, these are located in the “upload” directory within your SugarCRM/SuiteCRM instance. You can copy across all relevant documents and there will be references to these in your database(if you have done the quick repair and rebuild and made config changes to link up your db to SuiteCRM).

Thanks,

Will.