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Sun, 07 Apr 2013
/SW/business/SugarCRM:
SugarCRM's "Silent Upgrade"
Lately SugarCRM's up-until-recently rock-solid upgrade process has become flaky, and I have had to turn to
the "silent upgrade" tool to get the job done. I have not yet stumbled across official documentation,
but this[1] does the trick for me.
The first step is to get the upgrade zip, for example
SugarCE-Upgrade-6.5.x-to-6.5.12.zip, onto the server. Then just run something like this:
php -f /home/sugartest/public_html/modules/UpgradeWizard/silentUpgrade.php
/home/clayton/SugarCE-Upgrade-6.5.x-to-6.5.12.zip /tmp/sugarUpgrade.log /home/sugartest/public_html/ admin
where most of the parameters should be fairly self-evident: the last is the account name you login to
SugarCRM with, the second last is the path to the SugarCRM installation you are upgrading.
Then you probably have to correct the permissions, as you probably ran the above as root:
chown -R www-data:sugarcrm public_html/
And finally login to SugarCRM and click through the menus to do the following:
Admin --> Repair --> Rebuild Relationships
[1] http://www.hostknox.com/tutorials/sugarcrm/silent-upgrade
posted at: 04:01 | path: /SW/business/SugarCRM | permanent link to this entry
Wed, 14 Oct 2009
/SW/business/SugarCRM:
SugarCRM Built-in Data Tranfer Tool is Highly Developed
SugarCRM is fundamentally a big, complicated address book, and any
migration to SugarCRM can often reasonably include a wish to import a
bunch of contact data from another application. In my case, I have a
MySQL database.
To get this database into SugarCRM is basically a two-step process:
- First compare Sugar's existing Account/Contact fields and the fields
in the database to see what matchs and what does not. Then in the Admin
section of the user interface, use the "Studio" application to create
new custom fields where necessary, by clicking on "Fields" under
"Contacts" and/or "Accounts". And then do not forget to add those new
fields to a form in the corresponding "Layouts" subsections. Click "Save
& Deploy" and you are done.
- Then export the MySQL database table into a .csv file (phpmyadmin works well for this) click on the
"Accounts" tab in Sugar, then "Import" to process the .csv file. In the resulting display, just match up Sugar
fields with the fields in the .csv file, then click "Import Now". Several iterations of this may be required to
repair bad fields in the database, mainly messed-up e-mail addresses. Once the accounts are imported, just
repeat the same process by clicking on Sugar's "Contacts" tab and "Import" to strip out the contact
information in the same database. Note that selecting the same "Account ID" when importing an account and its
matching contacts allows the contacts to continue to be associated within Sugar, under the same Account.
This all works quite well as of SugarCRM version 5.5. 5.2 does not work so well: e-mail addresses do not import
as they *all* trigger a syntax error, Account/Contact association is lost, etc. If you are doing a substantial
data import I recommend you go right for the not-yet-stable version 5.5. It is a release candidate so it will
be the new stable very soon.
posted at: 01:31 | path: /SW/business/SugarCRM | permanent link to this entry
Tue, 13 Oct 2009
/SW/business/SugarCRM:
SugarCRM Upgrades
With "normal" PHP web applications, upgrading is a matter of downloading a
tarball containing the new version of the application, unpacking it in the web
root, and then running an upgrade.php script inside the new version to update the
table structure of the back-end database to the new layout.
Not so with SugarCRM, and it is slightly non-obvious what the upgrade
procedure might be. The first thing you notice when you download a
tarball is that there is no upgrade (or update) script. Some poking
around in the admin portion of the user interface leads to the discovery
of an "Upgrade Wizard", so one's first instinct is to feed the
afore-mentioned tarball (actually, in this case, a zip archive) into the
Wizard. This does not work, and in fact complains about a "missing
manifest.php script" in the archive.
In fact, what this wizard is looking for is a specific kind of file: an
"upgrade" or a "patch" zip from sugarforge. And this somewhat buried page is where
you need to go looking for these things:
http://www.sugarforge.org/frs/?group_id=6
posted at: 22:18 | path: /SW/business/SugarCRM | permanent link to this entry
Tue, 04 Aug 2009
/SW/business/SugarCRM:
A Simple SugarCRM API Class
This should give anyone needing to use the SugarCRM API a quickstart:
<![CDATA[
<?php
/*
* class_sugarconnect.php
*
* Copyright 2009 Clayton Koenig <ckoeni@gmail.com>
*
* This program is free software; you can redistribute it and/or modify
* it under the terms of the GNU General Public License as published by
* the Free Software Foundation; either version 2 of the License, or
* (at your option) any later version.
*
* This program is distributed in the hope that it will be useful,
* but WITHOUT ANY WARRANTY; without even the implied warranty of
* MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
* GNU General Public License for more details.
*
* You should have received a copy of the GNU General Public License
* along with this program; if not, write to the Free Software
* Foundation, Inc., 51 Franklin Street, Fifth Floor, Boston,
* MA 02110-1301, USA.
*/
?>
<?php
class sugarapi{
// connection variables
var $client; // soap client
var $session_id; // identifier for this login session
var $user_id; // of logged in user
// connection settings for SOAP
var $options = array(
"location" => 'https://url.of.your.sugarcrm.installation.com/sugarcrm/soap.php',
"uri" => 'http://www.sugarcrm.com/sugarcrm',
"trace" => 1
);
//user authentication array (version is SOAP version)
private $user_auth = array();
function __construct() { // must use constructor b/c of MD5 function call
$this->user_auth = array(
"user_name" => 'sugaruserid',
"password" => MD5('yourpasswd'),
"version" => '.01'
);
}
// arrays for input into sugarCRM modules
var $contact = array();
var $account = array();
function login() {
$this->client = new SoapClient(NULL, $this->options);
$response = $this->client->login($this->user_auth);
// var_dump($response); // just in case you need it
$this->session_id = $response->id;
printf("<p></p>session id = ". $this->session_id);
$this->user_id = $this->client->get_user_id($this->session_id);
printf("<p>" . $this->user_auth['user_name'] . ' has a GUID of ' .
$this->user_id . "<p>");
}
function getModules() {
$response = $this->client->get_available_modules($this->session_id);
foreach ($response->modules as $i => $value) {
printf($response->modules[$i] . "<br>");
}
}
function getModuleFields($module) {
$response = $this->client->get_module_fields($this->session_id, $module);
printf("<p>Module " . $response->module_name .' has the following fields:' . "<p>");
printf("<table><tr>" .
"<td><u>Name</td><td><u>Type</td><td><u>Label</td>" .
"<td><u>Required</td><td><u>Options</td>" .
"</tr>");
foreach ($response->module_fields as $i => $value) {
printf('<tr><td>' . $response->module_fields[$i]->name . '</td>' .
'<td>' . $response->module_fields[$i]->type . '</td>' .
'<td>' . $response->module_fields[$i]->label . '</td>' .
'<td>' . $response->module_fields[$i]->required . '</td>' .
'<td>' . $response->module_fields[$i]->options . '</td></tr>');
}
printf('</table>');
}
function setContactField($fieldname, $fieldvalue) {
$this->contact[] = array("name" => $fieldname,"value" => $fieldvalue);
}
function storeContact() { // into sugar's Contacts database
$response = $this->client->set_entry($this->session_id,
'Contacts',
$this->contact);
var_dump($response);
}
}
?>
]]>
And the following is a simple example of how to use the above class to create a simple contact record with a name and an
e-mail address, and store it in Sugar's Contacts database.
<![CDATA[
<?php
include("class_sugarapi.php");
$sugar = new sugarapi();
$sugar->login();
// populate the contact array
$sugar->setContactField('last_name', 'Bloke2');
$sugar->setContactField('email1', 'xyz@wxy.net');
// var_dump($sugar->contact);
$sugar->storeContact(); // to Contacts database
?>
]]>
To find out all the possible fields in the Contacts database, use this script:
<![CDATA[
<?php
include("class_sugarapi.php");
$sugar = new sugarapi();
$sugar->login();
// look what modules sugar exposes
$sugar->getModules();
// look in more detail at the fields in a module
$sugar->getModuleFields('Accounts');
?>
]]>
Many thanks to this post[1] for getting me on my way.
[1] http://systemsconsciousness.com/2009/04/10/sugarcrm-soap-examples/
posted at: 04:14 | path: /SW/business/SugarCRM | permanent link to this entry
Fri, 31 Jul 2009
/SW/business/SugarCRM:
Introduction to SugarCRM API
Documentation sucks. Their wiki[1] is flat-out wrong. Thankfully the
blog world has some good information[2], though beware older posts are
often obsolete and also will not work.
This example should hopefully quickstart you and get you past the first
crucial step of login through the API:
<![CDATA[
<?php
// connection settings for SOAP
$options = array(
"location" => 'https://url.of.your.sugarcrm.installation/soap.php',
"uri" => 'http://www.sugarcrm.com/sugarcrm',
"trace" => 1
);
// connect to soap server
$client = new SoapClient(NULL, $options);
//user authentication array (version is SOAP version)
$user_auth = array(
"user_name" => 'username',
"password" => MD5('password'),
"version" => '.01'
);
$response = $client->login($user_auth);
// var_dump($response); // just in case you need it
$session_id = $response->id;
printf("<p></p>session id = ". $session_id);
$user_guid = $client->get_user_id($session_id);
printf("<p>" . $user_auth['user_name'].' has a GUID of ' . $user_guid . "<p>");
// look what modules sugar exposes
$response = $client->get_available_modules($session_id);
foreach ($response->modules as $i => $value) {
printf($response->modules[$i] . "<br>");
}
?>
]]>
I think this code is quite self-explanatory. If it does not work,
uncomment the var_dump of the login response, which will tell you the
error string you are getting back.
[1] http://www.sugarcrm.com/wiki/index.php?title=SOAP_Intro_and_Practical_Examples
[2] http://systemsconsciousness.com/2009/04/10/sugarcrm-soap-examples/
posted at: 04:54 | path: /SW/business/SugarCRM | permanent link to this entry
Sat, 11 Apr 2009
/SW/business/SugarCRM:
SugarCRM Language Pack Installation
https://www.sugarcrm.com/forums/showthread.php?t=34942 is a very useful
post.
- Choose and download a language pack to your desktop from
http://www.sugarforge.org/softwaremap/languagepacks.php
- Click on "admin" in the very top-most menu bar.
- Then click on "Module Loader" in the "Developer Tools" section
- Upload the language pack from your desktop to the SugarCRM server using
the "Module" field.
- Click on the "Install" (followed by the "Commit") button for the
language pack item that is subsequently displayed in the window below.
- The language pack should then be shown in the installed extension window
above the module upload field.
Thereafter the language is an option at login. I have found no way to
hard code a default language for a particular user (though there is a
system-wide default). I have also discovered that a userid in the current
SugarCRM, once created, can never be deleted.
posted at: 01:22 | path: /SW/business/SugarCRM | permanent link to this entry
Mon, 30 Mar 2009
/SW/business/SugarCRM:
SugarCRM Installation
Download latest Open Source version from: http://www.sugarforge.org/,
then install it:
unzip SugarCE-5.2.0c.zip
chown -R www-data:www-data SugarCE-Full-5.2.0c/
ln -s SugarCE-Full-5.2.0c/ sugarcrm
(Installation docs can be found at
https://www.sugarcrm.com/crm/support/documentation.)
Now invoke the installation wizard by pointing your browser at
install.php, for instance:
http://apps.vancouversolidcomputing.com/sugarcrm/install.php
and step through to the "Custom Install" point where the database is
setup.
Database Name: apps_sugarcrm
Host Name: localhost
Database Administrator Username: root
Database Admin Password: mysql root password
Sugar Database Username: apps_sugarcrm
Sugar Database User Password: vsc apps mysql password
Next screen is "Site Configuration": select a meaningful unique System
Name, and record the admin password.
posted at: 23:34 | path: /SW/business/SugarCRM | permanent link to this entry
