Sugar Community Edition Installation and ... - SugarForge

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ContentsSystem Locale Settings.................................................................................................................... 43Sugar Feed Settings ........................................................................................................................ 45Connector Settings........................................................................................................................... 45Users ....................................................................................................................................................... 49User Management............................................................................................................................ 49Role Management............................................................................................................................ 52Emails ..................................................................................................................................................... 56Email Settings.................................................................................................................................. 56Inbound Email ................................................................................................................................. 61Manage Email Queue ...................................................................................................................... 66Campaign Email Settings ................................................................................................................ 67Developer Tools...................................................................................................................................... 68Module Builder................................................................................................................................68Studio............................................................................................................................................... 73Module Loader................................................................................................................................. 92Configuring Module Tabs................................................................................................................ 94Renaming Tabs ................................................................................................................................95Configuring Group Tabs.................................................................................................................. 97Creating and Managing Portals ....................................................................................................... 99Bug Tracker .......................................................................................................................................... 99Creating Employees............................................................................................................................. 100Advanced Configuration Options ......................................................................................................... 102Locking Down the Upgrade Wizard.............................................................................................. 102Locking Down the Module Loader................................................................................................ 102Configuring Default Permissions for Sugar Files on Linux .......................................................... 103Index ............................................................................................................1052 Sugar Community Edition Installation and Administration Guide
PrefaceWelcome to Sugar, an open source Customer Relationship Management (CRM)application.Sugar enables organizations to efficiently organize, populate, and maintaininformation on all aspects of their customer relationships. It provides integratedmanagement of corporate information on customer accounts and contacts, sales leadsand opportunities, plus activities such as calls, meetings, and assigned tasks.Thesystem seamlessly blends all of the functionality required to manage information onmany aspects of your business into an intuitive and user-friendly graphical interface.The system also offers a graphical dashboard to track the sales pipeline, the mostsuccessful lead sources, and the month-by-month outcomes for opportunities in thepipeline.Sugar is based on an open source project, and therefore, advances quickly through thedevelopment and contribution of new features by its supporting community.Welcome to the community!About this GuideAudienceThe Sugar Community Edition Installation and Administration Guide is designed forusers who are new to Sugar, or to CRM and Web-based applications. This guideintroduces you to some basic CRM concepts and helps you get familiar with the Sugarsystem. It describes how to install and upgrade Sugar and access it through a personalcomputer and a Web browser to perform a broad range of customer relationshipmanagement tasks.Readers are not required to have any programming or software developmentknowledge, but should be generally familiar with the use of a personal computer and aWeb browser such as Microsoft Internet Explorer or Mozilla Firefox.The Sugar Community Edition Installation and Administration Guide providesinformation for users who want to record and track company activities and outcomes.Sugar Community Edition Installation and Administration Guidei
Page 1 and 2: Sugar Community EditionInstallation
Page 3: ContentsPreface....................
Page 7 and 8: Preface• Customize the applicatio
Page 9 and 10: Chapter 1Installing SugarThis chapt
Page 11 and 12: Installation Prerequisites and Guid
Page 13 and 14: Installation Process2. Unzip the Su
Page 15 and 16: Installation ProcessIf you select M
Page 17 and 18: Installation ProcessTo select an ex
Page 19 and 20: Installation ProcessThe Installer d
Page 21 and 22: Installation ProcessIf you select M
Page 23 and 24: Installation Processcommunicate wit
Page 25 and 26: Installation ProcessThe Installer d
Page 27 and 28: Installation ProcessThe Perform Set
Page 29 and 30: Chapter 2Administering SugarThis ch
Page 31 and 32: Sugar NetworkSugar Support PortalUs
Page 33 and 34: SystemTo configure the user interfa
Page 35 and 36: SystemUse proxy server. If you want
Page 37 and 38: SystemWhen you specify a logging le
Page 39 and 40: Systemperformance job, and is not e
Page 41 and 42: Systemthe location of the php.ini f
Page 43 and 44: SystemTroubleshooting TipsLinux1. T
Page 45 and 46: SystemThe system displays a list of
Page 47 and 48: SystemTo backup Sugar configuration
Page 49 and 50: SystemRebuild Config File: Rebuilds
Page 51 and 52: SystemSystem Locale SettingsUse thi
Page 53 and 54: SystemSugar Feed SettingsSelect thi
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System2. If a connector’s URL has
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UsersUsersUse this sub-panel to man
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Usersonly user. If you do not selec
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UsersCreating RolesWhen you create
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UsersEdit: Edit records in the modu
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EmailsTo configure email settings f
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EmailsSelect Outlook Default Minimu
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Emails5. Enter the mail account inf
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EmailsNumber of Auto-responses. Use
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EmailsIf both templates are selecte
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EmailsUse the Scheduler to run nigh
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Developer Tools2. Create a module u
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Developer ToolsTo create a module1.
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Developer ToolsYou do not need to d
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Developer ToolsA list of existing d
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Developer ToolsDropDown. Creates a
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Developer ToolsYou can click and dr
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Developer ToolsThe Edit View page i
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Developer ToolsThe Preview page pro
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Developer ToolsThe system displays
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Developer ToolsThe sub-panels for t
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Developer Toolsassociated with many
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Developer ToolsIf you select a One-
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Developer Toolsyour organization. W
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Developer ToolsConfiguring Module T
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Developer ToolsConfiguring Group Ta
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Bug Tracker3. To add a module tab u
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Creating EmployeesLast Name. Enter
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Advanced Configuration OptionsTo lo
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IndexBbug trackerreleases, creating
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