http://www.feol.ch/wiki/index.php?title=Spezial:Letzte_%C3%84nderungen&feed=atom 2010-09-06T21:28:35Z Verfolge mit diesem Feed die letzten Änderungen in FeolWiki. MediaWiki 1.15.1 http://www.feol.ch/wiki/index.php?title=SugarCRM_6_Setup&diff=2144&oldid=prev 2010-09-06T19:45:07Z

<p></p> <p><b>Neue Seite</b></p><div>Version 6.0.1<br /> <br /> = Installation =<br /> <br /> Remark: Use (sb_) for sandbox installation<br /> <br /> <br /> == Install files ==<br /> <br /> * Download &amp; expand ZIP local<br /> * FTP to httpdocs/(sb_)crm<br /> <br /> <br /> == Configure to run with FTP user ==<br /> <br /> * Activate CGI support for domain (Setup -&gt; Services)<br /> * Create .htaccess File in httpdocs/(sb_)crm<br /> AddHandler php5-fastcgi .php .php5<br /> <br /> <br /> == Create Database ==<br /> <br /> * MySQL with name &lt;id&gt;_(sb_)crm<br /> * User with user id &lt;id&gt;_(sb_)crm<br /> <br /> <br /> == Mail Accounts erstellen ==<br /> <br /> Remark: Select INBOX.sent-mail as trash folder<br /> <br /> === Admin Account ===<br /> * crmadm@domain<br /> * crmadm.sb@domain for sandbox<br /> <br /> === Group Account ===<br /> * crmgrp@domain<br /> * crmgrp.sb@domain for sandbox<br /> <br /> === Bounce Account ===<br /> * crmbnc@domain<br /> * crmbnc.sb@domain for sandbox<br /> <br /> === User Accounts ===<br /> * (user)@domain<br /> * (user).sb@domain for sandbox<br /> <br /> <br /> == Run install wizzard ==<br /> <br /> * Start installation wizzard<br /> ** http://(domain)/(sb_)crm/install.php<br /> * Choose typical install<br /> * Enter database name, host &amp; user<br /> * Populate with demo data for sandbox install<br /> * Choose to use existing DB and clean data<br /> * Enter Administrator user: admin<br /> <br /> <br /> == Change File &amp; Directory creation mode ==<br /> <br /> * File config.php<br /> array (<br /> 'dir_mode' =&gt; 1517,<br /> 'file_mode' =&gt; 420,<br /> 'user' =&gt; '',<br /> 'group' =&gt; '',<br /> ),<br /> <br /> <br /> == Set permissions ==<br /> <br /> * Use filezilla to make sure all files &amp; dirs are writeable by owner &amp; group and readable by others (664 &amp; 775)<br /> ** Otherwise css-files will not be readable by webserver<br /> <br /> <br /> <br /> = Konfiguration =<br /> <br /> == First time setup ==<br /> <br /> * Login with admin user<br /> * Provide user information<br /> ** Email admin@domain<br /> * Global settings<br /> ** Timezone Europe/Zurich<br /> ** Date Format: 23.12.2010<br /> ** Time Format: 23:00<br /> ** 1000s separator: ` (forward does not work)<br /> ** Decimal symbol: .<br /> <br /> <br /> == Administration -&gt; System Settings ==<br /> <br /> * Define System Name<br /> * Choose Logo<br /> ** Change permissions on custom directory to 664 / 775 after logo upload otherwise webserver can not read new logo<br /> <br /> <br /> == Administration -&gt; Locale ==<br /> <br /> * Date Format: 23.12.2010<br /> * Time Format: 23:00<br /> * Currency: Swiss Francs / CHF<br /> * 1000s Separator: ` (use tick - single quotation mark does not work)<br /> <br /> <br /> == Administration -&gt; Configure Email Settings ==<br /> <br /> * &quot;From&quot; Name: Xinventa CRM<br /> * &quot;From&quot; Address: do_not_reply@domain<br /> * SMTP Mail Server: smtp.domain<br /> * Username: crmadm(.sb)@domain<br /> * Password: xxxx<br /> * SMTP Port: 25<br /> * No SSL or TLS<br /> <br /> <br /> == Inbound Email ==<br /> <br /> * Add New Group Mail Account<br /> ** Account Information<br /> *** crm(.sb)@domain<br /> *** Protocol: imap<br /> *** Monitored Folder: INBOX<br /> *** Trash Folder: INBOX.sent-mail<br /> *** Sent Folder: INBOX.sent-mail<br /> ** Mail Handling<br /> *** &quot;From&quot; Name: Xinventa CRM<br /> *** &quot;From&quot; Address: crm(.sb)@domain<br /> <br /> <br /> == User Management ==<br /> <br /> * Add Employees<br /> * Create Users from Employees<br /> <br /> <br /> == Anreden ergänzen ==<br /> <br /> * Dropdown Editor<br /> ** salutation_dom<br /> *** Add Herr / Herr<br /> *** Add Frau / Frau<br /> <br /> <br /> == Define Target Roles ==<br /> <br /> === Dropdown Editor ===<br /> <br /> * Add: role_list<br /> ** developer / Developer<br /> ** manager / Manager<br /> ** architect / Architect<br /> ** user / User<br /> <br /> === Studio ===<br /> <br /> * Add Field to Contacts<br /> ** Data Type: Multi Select<br /> ** Field Name: role<br /> ** Display Label: Role<br /> ** System Label: LBL_ROLE<br /> ** Drop Down List: role_list<br /> ** Default Value: Developer<br /> ** Save &amp; Deploy<br /> <br /> * Change Edit &amp; Detail View Layout<br /> ** Add to &quot;More Information&quot;<br /> ** Collapse Campaign<br /> ** Place right to Campaign<br /> ** Save &amp; Deploy<br /> <br /> * Change Advanced Search<br /> ** Remove Any Email, Any Phone, State, Country, Oppotunity Role ID<br /> ** Add Role<br /> ** Save &amp; Deploy<br /> <br /> <br /> <br /> = Troubleshooting =<br /> <br /> == Log file == <br /> <br /> * File httpdocs/(sb_)crm/sugarcrm.log</div>

Lefe http://www.feol.ch/wiki/index.php?title=SugarCRM&diff=2117&oldid=prev 2010-09-02T13:48:40Z

<p></p> <p><b>Neue Seite</b></p><div>[[SugarCRM 6 Setup]]</div>

Lefe http://www.feol.ch/wiki/index.php?title=Tipps_Technik&diff=2115&oldid=prev 2010-09-02T13:45:26Z

<p></p> <table style="background-color: white; color:black;"> <col class='diff-marker' /> <col class='diff-content' /> <col class='diff-marker' /> <col class='diff-content' /> <tr valign='top'> <td colspan='2' style="background-color: white; color:black;">← Nächstältere Version</td> <td colspan='2' style="background-color: white; color:black;">Version vom 13:45, 2. Sep. 2010</td> </tr> <tr><td colspan="2" class="diff-lineno">Zeile 1:</td> <td colspan="2" class="diff-lineno">Zeile 1:</td></tr> <tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Linux]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Linux]]</div></td></tr> <tr><td colspan="2">&nbsp;</td><td class='diff-marker'>+</td><td style="background: #cfc; color:black; font-size: smaller;"><div><ins style="color: red; font-weight: bold; text-decoration: none;">* [[SugarCRM]]</ins></div></td></tr> <tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Thunderbird]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Thunderbird]]</div></td></tr> <tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Windows]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Windows]]</div></td></tr> <tr><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Diverse Infrastruktur]]</div></td><td class='diff-marker'> </td><td style="background: #eee; color:black; font-size: smaller;"><div>* [[Diverse Infrastruktur]]</div></td></tr> <!-- diff generator: internal 2010-09-06 21:28:35 --> </table>

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