Backing up a SugarCRM site

sugarcrmOnce you've got your Customer Relationship Management site up and running one of the most important tasks is to be able to perform a backup.

There are two components to backup, the database and the Sugar files.


Database backup

  1. In phpMyAdmin select the SugarCRM database and choose the Export tab.
  2. Leave all tables selected.
  3. In the Options > Structure section enable Add DROP TABLE / VIEW / PROCEDURE / FUNCTION.
  4. Choose Save as file.
  5. Click Go.
  6. The SQL file will now be downloaded to your local desktop.

 

 

Sugar files

  1. For backup purposes use an FTP client, or the web host file manager, to zip up all files and download them to your desktop.

 

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