Reinstalling Sage CRM

You can reinstall an existing Sage CRM installation. The existing installation is completely overwritten.

  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 Complete Reinstall, confirm the database server name or IP address, your SQL Server user ID, and enter your password.
  4. 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.
  5. Select optional addons. For example, Sample Self Service support site.
  6. 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.
  7. Select the protocol or proxy settings.
    • 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.
  8. Review the current settings, and click Yes to stop IIS.
  9. Click Finish.
    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 time zone.