Sugar Community Edition Installation and ... - SugarForge

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Chapter 2Administering Sugarinformation from within a Sugar record in the module. Users can view the externaldata or merge it with the existing information in the Sugar record. For example, theycan update addresses and phone numbers for an account. For information on mergingdata, see the Sugar Community Edition User Guide.Though you can enable connectors for any standard module or custom module thatdisplays in Studio, they are designed for company-type or person-type modules suchas Accounts, Leads, and Contacts. The module must also have a standard Detail Viewlayout. For example, though the Knowledge Base module is listed in Studio, youcannot enable connectors for it because it does not have a standard Detail View layout..Sugar provides a connector to LinkedIn.Developers in your organization can createconnectors to other data sources, and you can upload them into Sugar using theModule Loader. You can also search for other available connectors on Sugar Forge athttp://www.sugarforge.com and Sugar Exchange at http://www.sugarexchange.com.You can also map connector fields to fields in Sugar as described in “MappingConnector Fields” on page 48.To configure connector properties1. In the Systems sub-panel of the Administration Home page, click ConnectorSettings.The Connector Settings page displays on the screen.1. Click Set Connector Properties.The Set Connector Properties page displays tab for the connector that Sugarprovides. Tabs for any other connectors that you install also display on this page.46 Sugar Community Edition Installation and Administration Guide
System2. If a connector’s URL has changed, enter the new URL in the appropriate field.3. Click Save to add the settings; to exit the page without saving the changes, clickCancel.To enable or disable connectors1. On the Connector Settings page, click Enable Connectors.This page displays tabs for the available data source connectors. Each tab displaysa column for connector-enabled modules and a column for connector-disabledmodules. By default, connectors are disabled for all modules.Sugar Community Edition Installation and Administration Guide47
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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 and 52: SystemSystem Locale SettingsUse thi
Page 53: SystemSugar Feed SettingsSelect thi
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
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