HOWTO: Use Sugar Email Archiving when you are not using Sugar On-Demand

bsoremsugar —  April 19, 2012 — 3 Comments

Email Archiving is a very handy service that came out with Sugar 6.3 that makes archiving email into your Sugar instance as easy as forwarding them to special email address unique to your instance. When the email is received, it is imported into Sugar automatically and associated with the correct records inside your Sugar instance.

But we often see customers with issues using the service when they are not running inside our on-demand environment. This is simple to fix; to run Email Archiving service with on-site instance, you need to ensure the following:

  1. Your instance can access the Archiving server at http://ease.sugarcrm.com:20010/
  2. The archiving server could call back your instance using the configure site URL. This URL can be seen in your config.php as site_url parameter, like this:
'site_url' => 'https://myhost.com/sugarcrm',

The server will call the URL composed of site_url and “/service/v4/rest.php”, so in the example above it will be https://myhost.com/sugarcrm/service/v4/rest.php. You can verify that this URL is accessible by loading it through browser using external network.

If you have a firewalled setup that does not allow public access to your instance, you can still configure firewall rules to allow SugarCRM server to access your instance while not allowing public access. Please have your system administrators SugarCRM support for IP addresses that should be used in such configuration.

3 responses to HOWTO: Use Sugar Email Archiving when you are not using Sugar On-Demand

  1. 

    Great post! I always find very useful info on this blog. This is interesting and not obvious to new users.

  2. 
    Sofia Jakobsson May 22, 2012 at 4:52 pm

    If I sent a rule on our exchange server to forward everything to the archiving address would the contacts be picked up by Sugar?

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