Asertiva Thunderbird Extension for Sugar - SugarForge

Asertiva Thunderbird Extension for SugarInstallation ManualTable of ContentsIntroduction......................................................................................................................... 3System Requirements.......................................................................................................... 3Pre-requisites....................................................................................................................... 3Installation of the Thunderbird Extension .......................................................................... 4Configuration of the Thunderbird Extension.................................................................... 10Configuration of the Thunderbird Extension Toolbars - Messenger............................ 10Configuration of the Thunderbird Extension Toolbars - AddressBook........................ 12Configuration of the Thunderbird Extension Toolbars - Messenger Compose............ 15Configuration of the Thunderbird Extension Settings.................................................. 17Uninstallation of Extension............................................................................................... 21Troubleshooting ................................................................................................................ 23Known Issues.................................................................................................................... 23Contact .............................................................................................................................. 24License .............................................................................................................................. 24Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.2

Asertiva Thunderbird Extension for SugarInstallation ManualIntroductionAsertiva Thunderbird Extension for Sugar is a Mozilla Thunderbird Extension(visit: http://www.mozilla.com/thunderbird ), designed to work with sugarCRM.This document is the installation guide (step by step) of the Extension.System Requirements• Operative Systems: Linux, Windows (2000/NT/XP/2003) or MAC OS.Asertiva Thunderbird Extension for Sugar makes use of a SQLite binarycomponent, the original version includes only support for this platforms.• Software: Thunderbird version 1.5 or higher email client.Pre-requisitesThis is the list of the software you will need to install the Asertiva ThunderbirdExtension for Sugar:• Mozilla Thunderbird Version >= 1.5You can download this software from:http://www.mozilla.com/products/thunderbird/• SugarCRM OpenSource Version >= 4.2• Access to a SugarCRM serverYou must have a valid login username and password to connect to thesugarCRM Server.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.3

Asertiva Thunderbird Extension for SugarInstallation ManualInstallation of the Thunderbird ExtensionDownload the Asertiva Thunderbird Extension for Sugar from:http://www.sugarforge.org/projects/asertivaFirst Install Thunderbird and start it. Then, open the menu: “Tools->Extensions”Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.4

Asertiva Thunderbird Extension for SugarInstallation ManualIn the Extension dialog, click on the “Install” button at the bottom.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.5

Asertiva Thunderbird Extension for SugarInstallation ManualWith the file browser dialog, select the Asertiva Thunderbird Extension for Sugarpackage called: asertiva_sugarcrm-.xpiCopyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.6

Asertiva Thunderbird Extension for SugarInstallation ManualWait for the countdown, and click on the Button “Install Now”. Please ignore anywarning message.Note: Please ignore the message “Unsigned” displayed in the SoftwareInstallation dialog.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.7

Asertiva Thunderbird Extension for SugarInstallation ManualNow you can see the Asertiva Thunderbird Extension for Sugar in the list ofinstalled thunderbird extensions, please restart the Thunderbird mail client.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.8

Asertiva Thunderbird Extension for SugarInstallation ManualWhen you restart Thunderbird, you can now see the Asertiva ThunderbirdExtension for Sugar Menu on the Tools menu item: Tools->sugarCRMCopyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.9

Asertiva Thunderbird Extension for SugarInstallation ManualConfiguration of the Thunderbird ExtensionNow with the Asertiva Thunderbird Extension for Sugar installed, you need toconfigure and customize.Configuration of the Thunderbird Extension Toolbars -MessengerGo to the menu item: View->Toolbars->Customize, to activate the ExtensionToolbar.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.10

Asertiva Thunderbird Extension for SugarInstallation ManualSearch the “Add to sugarCRM” button in the toolbar list, and drag and drop in themain Thunderbird Toolbar, and click on the “OK” button in the dialog, to confirmthe actions.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.11

Asertiva Thunderbird Extension for SugarInstallation ManualConfiguration of the Thunderbird Extension Toolbars -AddressBookFirst you need to open the addressbook window, go to the menu item: Tools->Addressbook.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.12

Asertiva Thunderbird Extension for SugarInstallation ManualGo to the menu item: View->Toolbars->Customize, to activate the ExtensionToolbar.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.13

Asertiva Thunderbird Extension for SugarInstallation ManualNow you have more buttons, drag and drop the buttons you will need:The “Sync Contacts” button .- This button starts the contact sync processbetween thunderbird and sugarCRM.The “Mark for Sync” button .- This button marks the thunderbird contactcard to sync with sugarCRM.The “Unmark for Sync” button .- This button un-marks the thunderbirdcontact card to sync with sugarCRM.Drag and drop any of this buttons on the Addressbook Toolbar, and clickon the “OK” button in the dialog to confirm the actions.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.14

Asertiva Thunderbird Extension for SugarInstallation ManualConfiguration of the Thunderbird Extension Toolbars -Messenger ComposeFirst you need to open the compose message window, go to the menu-item: File->New->Message.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.15

Asertiva Thunderbird Extension for SugarInstallation ManualGo to the menu-item: View->Toolbars->Customize, to activate the ExtensionToolbar.Search the “sugarContacts” button in the toolbar list, and drag and drop in themain Thunderbird Toolbar, and click on the “OK” button in the dialog to confirmthe actions.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.16

Asertiva Thunderbird Extension for SugarInstallation ManualConfiguration of the Thunderbird Extension SettingsStart Thunderbird. Then, go to the menu-item Tools -> sugarCRM to configureAsertiva Thunderbird Extension for Sugar settings.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.17

Asertiva Thunderbird Extension for SugarInstallation ManualGeneral Tab:Username field: This is your sugarCRM username to access the serverinstallation.Password field: This is the password of the given sugarCRM username.Server URL field: This is the server address, normally it is the same addressyou use to access your sugarCRM server.Test Settings Button: This button will test the configuration above and check ifthe information is correct.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.18

Asertiva Thunderbird Extension for SugarInstallation ManualContact Tab:Target Address Book: This is the default addressbook that the extension willuse when it needs to create a thunderbird contact.Sync Conflict Resolution: The actions that the extension will take if a contact isin conflict between sugarCRM and thunderbird.There are tree options:• sugarCRM prevails: If a contact is in conflict, the sugarCRM informationwill be copied to the thunderbird contact card.• Thunderbird prevails: If a contact is in conflict, the Thunderbird informationwill be copied to the sugarCRM contact.• Ask user: If a contact is in conflict, a dialog window will be prompt to theuser to take the action, here you can see the information differencesbetween the sugarCRM and theThunderbird contact.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.19

Asertiva Thunderbird Extension for SugarInstallation ManualCreate an account if contact is marked: If a contact needs to be created insugarCRM, and the account doesn’t exist, the extension will create it, based onthe name of the Company Card Information.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.20

Asertiva Thunderbird Extension for SugarInstallation ManualUninstallation of ExtensionStart Thunderbird and Go to the menu-item: Tools->Extensions, to open theextension manager dialog.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.21

Asertiva Thunderbird Extension for SugarInstallation ManualSearch for the “Asertiva Thunderbird Extension for Sugar” extension and click onthe uninstall button at the bottom of the dialog.Now confirm the action, click on the OK button to accept. Asertiva ThunderbirdExtension for Sugar will be uninstalled. You will need to restart Thunderbird.Copyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.22

Asertiva Thunderbird Extension for SugarInstallation ManualTroubleshootingTroubleshooting will be updated later, if you have any problem contact us byemail at: larnot@asertiva.comKnown IssuesCopyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.23

Asertiva Thunderbird Extension for SugarInstallation ManualContactPlease visit http://www.sugarforge.org/projects/asertiva or contact us at:info@asertiva.comhttp://www.asertiva.com is the company home page of the Asertiva ThunderbirdExtension for Sugar.You can contact the main developer and owner of the extension atlarnot@asertiva.comLicenseThe Asertiva Public License Version 1.1 ("APL") consists of the Mozilla PublicLicense Version 1.1, modified to be specific to Asertiva Thunderbird Extensionfor Sugar, with the Additional Terms in Exhibit B.The original Mozilla Public License 1.1 can be found at:http://www.mozilla.org/MPL/MPL-1.1.htmlASERTIVA PUBLIC LICENSE Version 1.1Please read the LICENSE.txt in sources or check about info in the Extension.If you need a commercial license, please contact us at: larnot@asertiva.com orlarnot@arnot.infoCopyright 2006 Asertiva Cia. Ltda. All rights reserved.All other trademarks are property of their respective owners.24