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研究sugarcrm

转载:Howto integrate 3rd-party software with SugarCRM - Part 2

Written by dfar2008  in  |   2006 七月 02 , 星期日 12:29

The second article in this series describes the inclusion of your custom backend systems right into the webbased Sugar user interface. We created ZuckerDocs following those steps (well, those maybe were the first 1 percent of the whole project …), and it worked pretty good in the end - but there are some obstacles to consider.

Starting a new module from scratch

There are some steps to take to make a new module appear in your Sugar user interface.

  1. create a folder called “TestModule” in the “modules/”-folder of your Sugar installation
  2. create some empty files in there: “index.php”, “Forms.php” and “Menu.php”
  3. create a folder called “language” in there, containing an empty file “en_us.lang.php” (or whatever language you are using)
  4. open the file “include/modules.php” with your text editor and add the line
    $moduleList[] = ‘TestModule’;
  5. open the file “include/language/en_us.lang.php” (or your own language) and add the line
     ‘TestModule’ => ‘TestModule’,
    to the “moduleList”-array
    Note: If you have ever used the “Rename Tabs” function, you have to use this function again here instead of manually edit this file - just add “TestModule” to the tabs list.
  6. Now login to Sugar as “admin” user, go to the “Admin”-panel, click on “Configure Tabs” and add the “TestModule” to the “Display Tabs” list
  7. Go to the “My Account” panel, click on “Edit” and add the “TestModule” to the “Display Tabs” list
    Note: this step sometimes is required, sometimes not - don’t know the difference
  8. The module now is visible in the module list.

You may download a prepared module folder here: TestModule.zip

Last Updated (2006 七月 02 , 星期日 12:30)

转载:Howto integrate 3rd-party software with SugarCRM - Part 1

Written by dfar2008  in  |   2006 七月 02 , 星期日 12:22

This series discusses the various means of integrating 3rd-party software, open source or not, with the well-known “commercial open source” CRM-Software SugarCRM. The first part describes the most basic integration by simply sharing database access.

In a lot of projects, no tight integration of your software with SugarCRM is needed - you only want to access the data, most of the times readonly, but also have the possibility to make changes. No UI needed, or no UI which is integrated into SugarCRM. For those cases it might be a good solution to simply share database with Sugar. ODBC, OLEDB as well as JDBC and Perl::DB drivers are available for free to access the mysql database. SugarCRMs table structure is rather easy to understand: 

Last Updated (2006 七月 02 , 星期日 12:31)

转载:如果创建SugarCRM/C3CRM两个模块之间的关系(Subpanel)?

Written by dfar2008  in  |   2006 四月 04 , 星期二 05:05

How to create relationship among two modules?

URL:http://sugarcrm.openapp.org/?p=94

转载内容:

The sub panel in the detail view of any module shows that how many other modules are related to that particular module. So creating a relationship amongst two module means adding the sub panel in the detail view of that module. To add sub panel you require to make changes in the following files:

The MetaData file

Last Updated (2006 四月 04 , 星期二 05:10)

如何快速研究SugarCRM和vTigerCRM?

Written by dfar2008  in  |   2005 十一月 24 , 星期四 11:53

根据我们对SugarCRM和vTigerCRM的了解,如果能把以下几个方面研究透彻,那你就会对这两个系统比较了解,下一步就可以开展开发工作了。

1)模版技术(xtemplate),研究SugarCRM和vTigerCRM如何使用xTemplate。通过研究xTemplate的几个例子和SugarCRM某个模块可以完全熟悉XTemplate。

二是保存流程,研究SugarCRM某个模块的保存功能即可熟悉SugarCRM和vTigerCRM的保存流程。

三是产生列表的流程,研究SugarCRM的ListView.php和vTigerCRM的某个模块的列表功能。可以参见blog上[研究SugarCRM之二]。

Last Updated (2005 十一月 24 , 星期四 15:05)

SugarCRM研究(二)

Written by dfar2008  in   2005 十月 11 , 星期二 06:59

SugarCRM列表的实现原理的核心是ListView类。下文将根据一个实例来解剖ListView类。
1)$ListView = new ListView();
2)$ListView->initNewXTemplate('modules/Documents/DocumentRevisionListView.html',$mod_strings);
3)$ListView->setQuery(" document_id = '$focus->id'",""," document_revisions.date_entered desc","");
4)$ListView->setHeaderTitle($mod_strings['LBL_DOC_REV_HEADER']);
5)$ListView->processListView($revision, "main", "DOCREVISION");
以上代码是文档模块的文档列表的实现代码。

Last Updated (2005 十月 12 , 星期三 07:01)

研究SugarCRM(一)

Written by dfar2008  in  |   2005 九月 24 , 星期六 02:36

PHP

语法类似C语言,没有强类型变量,字符串和数组都很方便。PHP4支持基本的面向对象概念,PHP5引入了更多的面向对象概念,例如接口等,SugarCRM现在主要用PHP4。

XTemplate

引擎的工作原理大致如下:
xtpl类读入模版文件(用HTML写),然后给模版里的变量赋值,然后xtpl把内容写在文件里,通过HTTP显示在浏览器端。

Last Updated (2005 十月 11 , 星期二 11:23)
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