Installing Sage CRM

When installing Sage CRM, use a dedicated SQL Server user for Sage CRM rather than the sa user. Alternatively, ensure there's a back-up user with the same privileges as sa in SQL Server. Both measures prevent access issues if the sa account gets locked out of Sage CRM.

Install only one Sage CRM instance per server. Sage doesn't support configurations where two or more Sage CRM instances are installed on the same server.
  1. Run Setup.exe and click Install Sage CRM. Click Next to move through the installation wizard.
  2. Review and accept the software license agreement.
  3. Select New Install, confirm your name and company name, and enter your license key. You cannot register your license key more than five times. If you need to register the key more than five times, please contact your business partner.
  4. Select the SQL server.
    • If you select Existing Microsoft SQL Server, enter the installation name. The SQL server must have a case insensitive collation. Binary or case-sensitive collations are not supported. The default SQL Server port is 1433.
    • If you select Install Microsoft SQL Server Express, you're prompted to install the software. The sa account password for the SQL Server Express install is SageCRM#20xx, and the instance name is CRMEXPRESS2017. The SQL Server Express port is chosen automatically.
  5. Enter the installation name and set the default location for the program files. We recommend you use the default installation name CRM. If you enter an alternative name, ensure there are no spaces in the name. IIS looks in the default location for the Sage CRMhome page. Extended characters in the installation path or folder are not supported. To include extended characters, you must implement a workaround, such as running Tomcat as a service using the .NET tool RunAsService. This is an open source tool ( which registers a .NET Windows service that's configured to run any executable.
  6. Confirm the database server name or IP address, your SQL Server user ID, and enter your password.
  7. Select Include basic demo data to get sample companies, leads, opportunities, cases, solutions, communications, people, territories, users, campaigns, and workflows. If you don't include demonstration data, you get sample workflows only.
  8. Select optional addons. For example, Sample Self Service support site.
  9. Choose a default currency. The default currency is displayed in a read-only format against all currency type fields in Sage CRM. If your implementation deals with multiple currencies, this forms the Base Currency against which all other currencies are calculated. If your default currency is not displayed on the list, click New. Add the currency name and internationally recognized code and click OK. For example, Norwegian Krone and NOK. The new currency is displayed in the list.
  10. Select the protocol or proxy settings if required.
    • If you select Use HTTPS for Sage CRM connections, you must manually add a server certificate on the web server (IIS) used by Sage CRM and create an HTTPS binding for the CRM site. For more information, see How To Set Up an HTTPS Service in IIS.
      After you enable HTTPS, update the HTTPPort and OutlookPort entries in the Custom_Sysparams table in Sage CRM with the port you configured in the HTTPS binding settings.
    • If you select Use proxy for Internet access, enter the proxy server address and port and authentication details.
  11. Opt in or out of web analytics, review the current settings, and click Yes to stop IIS.
    Web analytics does not collect any personally identifiable information. Rather, web analytics collects data on how Sage CRM user interface elements are used. By opting into web analytics, you can help make Sage CRM better.
  12. Complete the registration details, and click Finish. If registration is unsuccessful, you can manually register in <My Profile> | Administration | System | License Key Details.
  13. If you're installing Sage CRM on a separate machine to the database server, you must install Microsoft SQL Client Tools to connect Sage CRM to the database server. Open the command prompt and run the following command against the copy of SQL Server Express that's included with Sage CRM:
    Make sure the time zone set in Sage CRM matches the time zone set in Windows on the computer where Sage CRM is installed. For instructions, see Setting the time zone.