Archives For Community

This post originally appeared on the SynoLab blog hosted by Synolia, an Elite SugarCRM Partner. Yann Bergès describes how you can use a relate filter with the Filter API. He also explores how Sugar does it as well as identifying a drawback to be considered when using this feature.

We all know the moment when you are roaming through source code to find something for a particular purpose and you come across that feature you didn’t expect but you absolutely want to test. This is how I came into the related link filter feature. What do I mean by related link filter? It is a derivative way to filter related data on a One-to-Many relationship by specifying a link name and a target field:

I want all Contacts filtered on their related Account with « Industry » value « Electronics » (use « one » side of the relationship)
I want all Accounts filtered on their related Contacts with « Title » value « President » (use « many » side of the relationship)

This is an advanced use of Sugar 7 Filter API, if you never used it before, have a look at this documentation for detailed information about how filters work:
– SugarCRM Cookbook – The School of REST – Part 3
– Sugar 7.8 Developer Guide – Architecture – Filters
Examples and tests have been made with a Sugar instance PRO 7.8.0.0

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Many customers want to configure Sugar for Single Sign On (SSO). Well Sugar supports Security Assertion Markup Language (SAML) so this must be easy, right? But the devil is always in the details.

Each SAML identity provider behaves a little differently. Each of these systems has different terminology and methods for configuration and may use different default settings. Some of these important configuration settings can make the difference between a successful SSO implementation and a tire fire. For example, are users provisioned Just-In-Time or will they be provisioned manually? Did you know that Sugar uses the e-mail address as the SAML application username format?

Below are instructions for configuring SAML SSO with a couple of common identity providers.

Okta

One of our Solution Architects, Enrico Simonetti, wrote a good summary of how to configure SAML authentication for Sugar using Okta as the identity provider. Okta is convenient for trying out SSO because they have a developer program you can join. Enrico also covers a few tips and details that can trip up any SAML implementation.

Please visit Enrico’s post called SSO Authentication on SugarCRM with SAML for more details including screen shots and even code examples.

Active Directory Federation Service

The most common system that we get questions about is Microsoft’s Active Directory Federation Service (ADFS). ADFS is pretty complicated so there are several steps that you need to follow to get it done right.

We recently publish a SugarCRM Knowledge Base article called Configuring SSO With Active Directory’s ADFS. It was written by Lars Blockken, one of our Senior Technical Account Managers, and in it he walks you through each of these steps in detail along with screenshots. It will have you up and running on ADFS in no time!

Here is another Francesca Shiekh guest post! She is a Sugar Developer from Wolfram Research.

We had the need to notify the assigned user when an email was received that was related to a Case record. To make our application more flexible we extended this concept to be reusable for email received that was related to any module. We then further broke out the notification functions to be reusable in other scenarios.

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Here is another guest post from Shijin Krishna from BHEA Technologies.

When a user logs into Sugar 7, an OAuth access token (with a 1 hour timeout by default) and a refresh token (with a 2 week timeout by default) are returned. When the access token expires, Sugar will automatically retrieve another access token as long as the refresh token is valid. This allows a user to use a Sugar browser tab for days on end without having to log back in.

Automated notification requests are made to the server on the user’s behalf at a default interval of every 5 minutes. These requests will allow the current session to remain active without actual user input. So tracking user activity by adjusting access token and refresh token expiry time or tracking network activity alone is not a good idea.

In this blog we are going to explore a way to track a user’s true idle time based on actual user interface activity. For example, one or more of clicks, typing, mouse movements etc. To track a user’s idle time we will use the JQuery IdleTimeout plugin.

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This post originally appeared on the SynoLab blog hosted by Synolia, an Elite SugarCRM Partner. This post describes how to extend the new Sugar CLI framework to add commands that allow Sugar Administrators to monitor the Sugar e-mail queue.

Since the Sugar 7.7.1.0 version, SugarCRM introduced a Sugar CLI tool based on Symfony Console. This Sugar CLI tool is under beta version at this moment (August 2016) and can be changed in the future.

We will see in this article how to use this new Sugar CLI to add a command which provides some statistics from the Email Manager Queue. We want to display how many emails by campaign by module are waiting to be sent.

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We are half way through the SugarCRM Solution Architect Webinar Series and we have had a great turn-out so far with over 400 people coming to our first 4 webinars. Even if you miss the live webinars, you can still go back and watch the recordings on your own time.

For more information on what you can expect, you should read our recent blog post on the webinar series.

Accessing the Recordings

Visit Sugar University’s webinar library for all previous recordings. Recordings are posted usually one or two business days after the live event.

Webinars with recordings are as follows:

1. (Sep 6th) – Introduction to Solution Architecture for Sugar & CRM Project Fundamentals
2. (Sep 7th) – The Sugar Platform
3. (Sep 20th) – Design
4. (Sep 21st) – Integration

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You may have heard that SugarCRM will be presenting a series of webinars on solution architecture for the Sugar platform, throughout this September and October.

Beginning on September 6th, Sugar University’s Solution Architect Webinar Series will present the following topics:

  • Introduction to Solution Architecture for Sugar
  • CRM Project Fundamentals
  • The Sugar Platform
  • Design
  • Integration
  • Sugar Implementation
  • Performance and Quality Assurance
  • Deployment
  • Security

Each webinar will be guided by a panel of experts from across SugarCRM, including some familiar faces from the Architecting Successful Projects panel at this year’s UnCon

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