SugarCRM
From DataSync Suite Wiki
To get SugarCRM working with DataSync Suite you must first decide if DataSync Suite and SugarCRM will be installed on the same server or different servers.
Contents |
Same Server Installation
To run both DataSync Suite and SugarCRM on the same server you should first install DataSync Suite and have it running. Then copy the SugarCRM sources into /opt/datasync-suite/application-server/portal/webroot/crm/<domain>. Note you may have to create the directory. The destination directory should have been created for you during installation. After the source files are copied follow the instructions for installing SugarCRM. The url to access Sugar will be http://<your-domain>/crm/<domain>/index.php.
NOTE: <domain> will be your domain without the extension (.com, .net, etc).
Once SugarCRM is installed edit the file /opt/datasync-suite/application-server/portal/webroot/crm/<domain>/config.php. Look for the host_name setting and make sure it matches the domain which you access DataSync Suite. Also make sure the site_url option is set to http://<your-domain>/crm/<domain>/.
Configuring SugarCRM LDAP settings for the DataSync Suite
NOTE: DataSync recommends using Sugar 5.0 (Pro or CE) or newer for the suite
Enable LDAP Authentication
- Log in as an administrator
- Click on Admin
- Click on System Settings
- Check the box for Enable LDAP
LDAP Settings
- Server: localhost
- Port Number: (leave blank)
- Base DN: ou=people,dc=example,dc=com
- Bind Attribute: dn
- Login Attribute: uid
- Authenticated User : (leave blank)
- Authenticated Password: (leave blank
- Auto Create Users: CHECKED
- Encryption Key: (leave blank)
- NOTE: replace dc=exame,dc=com with the domain
- Click Save
Troubleshooting
- User immediately redirected to login when trying to archive a Zimbra email to Sugar
- This is a known issue that occurs when the user has not yet set their time zone in Sugar. The issue no longer occurs after the user clicks into the Suite's Sugar/CRM tab, picks the appropriate time zone and clicks 'save'.
Session Timeout
To change the session timeout, change session.gc_maxlifetime in php.ini
