Archives For Sugar 7

This blog will the first in a two part series on building Charts components for Sugar 7. This post is targeted at beginner to intermediate Sugar Developers who want to learn how to build their first Chart component.

This post assumes some basic knowledge of Sugar 7 development, Sugar 7 administration, JavaScript, and PHP.  This information should be useful to anyone who has an interest in Sugar 7 development.

The examples in this post were created on an out-of-the-box installation of Sugar Professional 7.8.0.0.  But this technique should work on any on-premise Sugar 7 instance.

Introduction

You may have noticed that a number of out of the box dashlets and views contain various fancy charts and visualizations.  This is possible because Sugar has a charting component build into it.  You can make use of this to display charts within your own custom dashlets, views or layouts.

In this post, we will focus on the “LineChart” type. There are other chart types that use different data formats and chart options but the general techniques covered here will work for all chart types.  These examples were implemented in a basic custom view but they will also work within dashlets.

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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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You may have seen that that Sugar 7.8 has now been released! We have introduced some important platform updates in this release. Have you read the developer release notes yet? Here are three additional and essential resources for you to use before you embark on new Sugar 7.8 projects.

Sugar 7.8 Migration Guide

The Migration Guide for Sugar 7.8 is an essential resource for any Sugar Developer upgrading a customer from Sugar 7.7.x. The guide will help you identify code and platform changes that you need to make in order to ensure that you can upgrade your code and customers successfully.

Sugar 7.8 Unit Tests

The Sugar Unit Tests repository has been updated with our unit test suites for Sugar 7.8. This is an essential resource for ensuring that your Sugar 7.8 custom code is working correctly and hasn’t introduced regressions within Sugar core code. Remember that you need to sign up for access to the Sugar test repositories.

Sugar 7.8 Overview for Sugar Developers

We delivered a recorded webinar that is now available in the Developer space in the Sugar Community. This is a great way to get immediate understanding about the new platform features and changes that were introduced in Sugar 7.8. The presentation slides are also available in the community.

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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Important security changes in Sugar 7.8

As we near the release of Sugar 7.8, we wanted to update the Sugar Developer community on a couple of important security changes that are coming in this release.

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Sugar’s Single Page Architecture

Sugar relies on a single page architecture (SPA) for the Sidecar framework. But when a user navigates across the Sugar application (for example, when switching to another Sugar module), while the page is not refreshed, you will find that the majority of the HTML on the page is still re-rendered based upon the newly selected layout. This is done to not only change the style or configuration of the view (ex. List View → Record View) but also to update the context and configuration for the dashboard panel.

But not everything changes – the footer and header of the application remain fixed so they can serve as navigational anchors for Sugar users. This is an important use case but there are certainly others.

Telephony integration scenarios

A common set of integrations that are built for Sugar involve integrating a phone system for use by customer service organizations. This can vary from simple “click to dial” softphone functionality to full blown multi-channel call center capability where an agent handles phone, SMS, and e-mail inquiries at the same time.

A typical in-bound call process follows:

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