SugarCRM 8 – Installation

1 Installation

1.1 Module Loader

To install CRM Defender in your SugarCRM system, you have to log as an administrator; go to the admin page
SugarCRM7_AdminLink2.PNG
then in the Studio panel (Developer Tools), select “Module Loader”:
SugarCRM7_ModuleLoader.PNG
Click Browse and select the CRM Defender package you downloaded.
Click Upload.
Then Install:
SugarCRM7_InstallPackage.PNG
Accept the licence agreement
At the end of the setup process, you’ll be redirect to the License Configuration page:
SugarCRM7_CRMDefender_Validate.PNG
where you have to insert your License Key and to click “Validate”.

1.2 Configuration

After installing the CRM Package and after having it validated, you can configure the CRM Defender behaviour.
Go to the Admin Page, scroll down until you find the Lion Solution CRM Defender panel,
SugarCRM7_CRMDefender_Panel.PNG
there click on “CRM Defender’s Settings”:
SugarCRM7_CRMDefender_Settings.PNG

1.2.1    Avoid localhost to be locked out

One of the first things to do with CRM Defender module installed is to be sure not to locked out yourself.
In order to do so, you can whitelist the localhost IP address:

127.0.0.1 

an easy way to achieve this result is to set “checked” the checkbox at the top left of the CRM Defender Settings page:
image013.png

1.2.2    White List

You can be sure none of your most used IP addresses will be banned, putting them into the Whitelist text area:
SugarCRM7WhiteList.PNG
Please enter just one IP address in each line. There’s no need for separator such as commas or anything else.

1.2.3    Maximum number of failed attempts before Lock Out

To try the main functionality of the CRM Defender module, set the maximum number of failed attempts coming from the same IP address in a day before the defence system ban this IP.
Insert an integer number in the text field:
SugarCRM7_MaxNumber.PNG
The maximum number you are allowed to input is 100. That is the same threshold you will get without entering any “Max number” just installing CRM Defender module.

1.2.4    Automatic looking IP Address functions

To help you entering the IP addresses you need, there are a couple of functions there triggered by the click on the appropriate button:
SugarCRM7_HelpButtons.PNG

Clicking there will input automatically the IP in the right format into the Whitelist text area:
SugarCRM7_PublicIPAddress.png

1.2.5    Email Notification System

In the Full (On Premise) Version, you can enable the Email Notification System and select a recipient email address. In the Lite (On Demand) Version this feature is enabled by default, so your config page will look like:
OnCloud_ConfigPage2.png

If you leave the “LockOut Notifications Recipient Email Address” empty, the primary email address of the CRM admin will be used.
In case of IP Locking out you will receive a notification email:
EmailNotificationSystem.png

1.2.6    JavaScript Controls

You don’t have to worry about entering IP address in the right format, because there are some JavaScript functions there to help:
SugarCRM7_NotValidAddresses.png

Once you click “Save” and your settings passed the controls, the module is ready to protect your CRM system as you wish.

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