Sugar Community Edition Installation and ... - SugarForge

More documents

Recommendations

Info

Chapter 2Administering SugarEmailsthe user. You cannot change any of the privileges because they are associated withthe role.Use this sub-panel to manage inbound and outbound emails for your organization. TheEmail panel on the Administration page displays options to configure mail settings,setup mail accounts to route inbound emails, and manage the email queue.Email SettingsUse this option to set the default settings for outbound and inbound emails.For outbound emails, this includes the following:• Default notification settings that specify the “From” name and address fornotification emails that are sent to users when record are assigned to them.• The defaults for the Mail Transfer Agent, email format, and the email client foroutbound emails.In the Emails module, users can override some mail settings that you configure on thispage such as the email format and the character set used when composing emails.For inbound emails, you can specify whether you want to preserve emails’ raw sourceor not. Not preserving the raw source prevents compromising your system.You can select tags, such as applets and frames, that you want stripped from incomingemails. When you do this, the system checks incoming emails for the specified tagsand removes them before displaying the email in the application. The email is storedin the Sugar database, so you can choose to preserve the raw email source in thedatabase without stripping any of the specified tags. However, this action maycompromise your system.56 Sugar Community Edition Installation and Administration Guide
EmailsTo configure email settings from the Administration page1. In the Email Settings sub-panel of the Administration page, click Email Settings.2. In the Email Notification Options sub-panel, enter information for the followingfields:From Name. Enter the name of the sender.From Address. Enter the sender’s address.Notifications on? Select this option to send an email notification to users when arecord for any of the following modules is assigned to them:AccountsContactsOpportunitiesLeadsMeetingsCallsTasksCasesBugsQuotasCampaignsSugar Community Edition Installation and Administration Guide57
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 and 52: SystemSystem Locale SettingsUse thi
Page 53 and 54: SystemSugar Feed SettingsSelect 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: UsersEdit: Edit records in the modu
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

Create successful ePaper yourself

Delete template?

Save as template?