Sugar Community Edition Installation and ... - SugarForge

More documents

Recommendations

Info

Chapter 2Administering SugarDefault CurrencyUse this sub-panel to override the default currency that you set during installation.On the My Accounts page, users can override the default currency that youspecify in this panel.Currency. Enter the name of the currency that your organization uses to conductbusiness.Currency symbol. Enter the symbol for the currency.ISO 4217 Currency Code. Enter the ISO code for the currency.1000s Separator. Specify a delimiter to separate thousands when users specify anumeric value for the amount.Decimal Symbol. Specify a default decimal symbol.Export SettingsUse this panel to specify export settings such as the delimiter used to separate datain export files and the default character set used to export data from Sugar. Thesettings you specify here apply to all users in the organization. However, users candefine a different default export character set on their My Account page to exportdata from Sugar.This character encoding is also used when importing data into Sugar.By default, Sugar uses UTF-8 to store data and CP1252 to export data. For localesthat use character encoding other than CP1252, you must specify the appropriatedefault character set. This ensures that the character set used by the Sugar systemto create the exported file is mapped to the correct character set on the user’smachine. For example, MS Windows uses SJIS in Japan. So, for users in thislocale, you will need to select SJIS as the default export character set.By default, both users and administrators can export files from Sugar. However,you can prevent users from exporting files.Export Delimiter. Specify the delimiter, such as a comma or a period, to usewhile exporting data.Default Export Character Set. The default is CP 1252. For locales other than USand Western Europe, select the appropriate character set from the drop-down list.Disable export. Select this option if you want to prevent end users and users withadministrative privileges from exporting data.Admin export only. Select this option to allow only users with administrativeprivileges to export data.Database CollationThis sub-panel displays only if you are using the MYSQL database. You canselect the desired collation order from the drop-down list. The default isutf8_general_ci.To save the settings, click Save; to exit the page without saving your changes, clickCancel.44 Sugar Community Edition Installation and Administration Guide
SystemSugar Feed SettingsSelect this option to enable the Sugar Feed functionality for your organization. SugarFeed enables users to be informed as soon as any user creates a new contact, lead,opportunity, or case. Users are also notified of status updates when a lead is converted,when a case is closed, and when an opportunity is closed. When a user performs anyof these actions, Sugar displays a message in the My Sugar Feed dashlet on the Homepage.You can activate Sugar Feed for one or more of the following modules: Leads, Cases,Opportunities, and Contacts.Additionally, you can enable User Feed to allow users to post status updates, externallinks, images, and YouTube videos. Your organization can also create custom linktypes.To enable and manage Sugar Feeds1. In the System sub-panel, click Sugar Feed Settings.The Sugar Feed Settings page displays on the screen2. To enable this functionality for users in your organization, select Enable SugarFeed.3. To enable users to post status updates, images, links, and YouTube video, selectActivate User Feed.4. To activate Sugar Feed for a module, select the checkbox appropriate for themodule.5. Click Save.6. To delete all existing entries in the Feed, click Delete Feed Entries and click OKto confirm your action.Sugar Feed entries for images, links, and YouTube videos are automaticallydeleted after two weeks. If you add custom link types, you can clear them from thecache using the Repair - Quick Repair and Rebuild option.Connector SettingsUse this option to manage connectors to external data sources. When you enableconnectors for a Sugar module, users can search external data sources for newSugar Community Edition Installation and Administration Guide45
Page 1 and 2: Sugar Community EditionInstallation
Page 3 and 4: ContentsPreface....................
Page 5 and 6: PrefaceWelcome to Sugar, an open so
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: SystemSystem Locale SettingsUse thi
Page 55 and 56: System2. If a connector’s URL has
Page 57 and 58: UsersUsersUse this sub-panel to man
Page 59 and 60: Usersonly user. If you do not selec
Page 61 and 62: UsersCreating RolesWhen you create
Page 63 and 64: UsersEdit: Edit records in the modu
Page 65 and 66: EmailsTo configure email settings f
Page 67 and 68: EmailsSelect Outlook Default Minimu
Page 69 and 70: Emails5. Enter the mail account inf
Page 71 and 72: EmailsNumber of Auto-responses. Use
Page 73 and 74: EmailsIf both templates are selecte
Page 75 and 76: EmailsUse the Scheduler to run nigh
Page 77 and 78: Developer Tools2. Create a module u
Page 79 and 80: Developer ToolsTo create a module1.
Page 81 and 82: Developer ToolsYou do not need to d
Page 83 and 84: Developer ToolsA list of existing d
Page 85 and 86: Developer ToolsDropDown. Creates a
Page 87 and 88: Developer ToolsYou can click and dr
Page 89 and 90: Developer ToolsThe Edit View page i
Page 91 and 92: Developer ToolsThe Preview page pro
Page 93 and 94: Developer ToolsThe system displays
Page 95 and 96: Developer ToolsThe sub-panels for t
Page 97 and 98: Developer Toolsassociated with many
Page 99 and 100: Developer ToolsIf you select a One-
Page 101 and 102: Developer Toolsyour organization. W
Page 103 and 104:
Developer ToolsConfiguring Module T
Page 105 and 106:
Developer ToolsConfiguring Group Ta
Page 107 and 108:
Bug Tracker3. To add a module tab u
Page 109 and 110:
Creating EmployeesLast Name. Enter
Page 111 and 112:
Advanced Configuration OptionsTo lo
Page 113 and 114:
IndexBbug trackerreleases, creating
show all

Sugar Community Edition Installation and ... - SugarForge

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?