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Imaginea - SugarCRM iPhone App - InstallationGuide

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  • 1. iPhone Native Client for Sugar CRM(iSugarCRM) Installation GuideImagineaCopyright 2008. All rights reserved.
  • 2. iPhone Native Client for SugarCRM Installation GuideID 7000-000December 2008Imaginea301 White House, BegumpetHyderabad 500 016IndiaMade in India.Copyright 2008 Imaginea. All rights reserved. Imaginea is a business unit of Pramati Technologies Private Limited.Pramati is a registered trademark of Pramati Technologies in United States and India.DISCLAIMERThe information provided within by Imaginea is believed to be correct, but no liability is assumed for errors that may becontained in the data. Imaginea and Pramati Technologies accept no liability for the accuracy of the data or any actionsresulting from its use. It is provided "as is" without express or implied warranty, although Imaginea has made reasonableeffort towards accuracy and validity.iSugarCRM is not a Trademark of Imaginea or of Pramati Technologies, and has been loosely used across the document.SugarCRM is a trade mark of SugarCRM Inc. All other trademarks and copyrights are the property of their respectiveowners.ABOUT IMAGINEAImaginea provides product engineering services to independent software vendors, enterprises and online SaaS businesses,all with a very reliable technology partnership. Services are fully comprehensive and cover the process from beginning toend. We bring all of our years of product engineering and services to software companies from several different industriesat many stages of the process. Through the use of several technologies and strong, innovative development processes, wedeliver dependable software products at a lower cost and fulfill our customer’s business needs.To learn more, visit www.imaginea.com
  • 3. Table of Contents1. GETTING STARTED ....................................................................................................... 42. ISSUES WITH THE COMMUNITY EDITION & SOLUTION............................................. 5 2.1 Issues........................................................................................................................................................ 5 2.2 The Solution ............................................................................................................................................. 53. DOWNLOADING AND INSTALLING THE ISUGARCRM APPLICATION ........................ 6 3.1 Downloading iSugarCRM Using iTunes Store .......................................................................................6 3.2 Downloading iSugarCRM Using AppStore............................................................................................. 7 3.3 iSugarCRM Requirements.......................................................................................................................8 3.4 Before you start working with iSugarCRM .............................................................................................84. APPLICATION OF PATCH FOR SUGARCRM COMMUNITY EDITION ............................ 9 4.1 Installing the Patch..................................................................................................................................9
  • 4. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide1. Getting StartedWelcome to the iPhone Native Client for Sugar CRM – the iSugarCRM!Did you ever wish there was an iPhone Client for SugarCRM? Well, worry no more! Imaginea is pleased toannounce a free iPhone native Client for SugarCRM. Yes it is absolutely FREE!Get used to the true mobile solution for SugarCRM with a brand new iPhone native Client from Imaginea.The following are the highlights of the iPhone client: - It is iPhone native and not HTML-based - It is truly mobile: o Works with limited, intermittent and no connectivity modes o Works on the principles of “Store, Operate and Sync”! - Dynamic and offline search as opposed to server based batch search - Supports Create, Read, Update and Delete operations on major modules - Unlimited updates of offline data! - iPhone like navigations - On demand sync with the server - Ability to email or call directly from your contacts - Integration with Google MapsThis application comes as a boon for people desperately looking for an iPhone Solution that provides fullCRM functionalities – and more. 4
  • 5. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide2. Issues with the Community Edition & Solution2.1 IssuesCRUD (Create, Read, Update, and Delete) works perfectly fine if you are using Professional or EnterpriseEdition of iSugarCRM.The Community Edition does not have some of the important services required to synchronize data betweenclient and server. If you are using a Community edition, following are the things you must keep in mind: - Conflict resolver - (that smartly handles modifications made for same data on both server and client) - does not work in Community Edition, which may result in data integrity issues - Client always gets the preference over server whenever there is a conflict while synching dataThe above restrictions are a result of the following Web services not being available in the CommunityEdition of SugarCRM: • sync_get_entries • sync_get_relationshipsWe encourage users of Community Edition to report the same to SugarCRM and also request them to releasethe same using a patch. There will be no functional differences in the iPhone client for SugarCRM once thesetwo services are added to the Community Edition.If you are not a Professional/Enterprise Edition user it is suggested that you use the CRUD features withcaution. The best practice involves changing a record at a single location (either client or server-side). If youwant to change the same record again, you must first synchronize it with the server. To maintain dataintegrity, periodically erase all data from application settings and re-download all the data.Note: All the issues listed above are not applicable for Professional/Enterprise Edition users.2.2 The SolutionCommunity edition users have now a reason to smile as we have come up with a patch to take care of theirproblems. For details, please read Chapter 4, Application of Patch for SugarCRM CommunityEdition.Note: If you are a Community Edition user, you must apply the patch using the instructions providedbefore you start using the latest build. 5
  • 6. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide3. Downloading and Installing the iSugarCRMApplicationTo get started with iSugarCRM, you need to download the application. Two ways to download theapplication are: • Using iTunes Store • Using Apples AppStore3.1 Downloading iSugarCRM Using iTunes StoreClick the following URL to download the iSugarCRM application using iTunes Store:http://itunes.apple.com/WebObjects/MZStore.woa/wa/viewSoftware?id=299878814&mt=8Once connected, it displays a screen like the following: 6
  • 7. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide3.2 Downloading iSugarCRM Using AppStoreUse the following steps to download the iSugarCRM application using AppStore: 1. On your iPhone or iPod, tap on the AppStore icon ( ). 2. Go to the Search tab and search for SugarCRM. You can see our application along with others, with information about its functionalities. 3. Click Install. This starts the installation on your device. The iSugarCRM icon is displayed on your device. Tapping on the icon launches the application. 4. The Login screen is displayed. This is an indication that your application has been properly installed. To set up the URLs, close the application. 5. Click the Settings icon. An applications menu is displayed. Select iSugarCRM. 6. In the next screen, enter the SugarCRM URL. Note: Make sure that you have the proper URLs. Talk to your administrator. 7. Open the iSugarCRM application. 8. Enter your login credentials on the Login screen. 9. Click Activate on the top right corner of the screen. This registers your application with SugarCRM Server and starts synchronizing your data with iSugarCRM. This may take some time. Please be patient. Imp: Make sure that while downloading the data your iPhone or iPod device doesn’t go into sleep mode else your download may have inconsistencies. In case of inconsistencies, you need to go to the Application Information screen and click the Erase All Data button. This removes all existing data and displays the Login screen. In case of low network connection, you are provided with three retrials.The main screen is displayed once the application is up and running. You can activate your iSugarCRMaccount on your iPhone or iPod and begin using the mobile application. 7
  • 8. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide3.3 iSugarCRM RequirementsiSugarCRM is a client application you download and run on the iPhone or iPod touch. The requirements forthis product are: • iSugarCRM Requirements: You must have an active iSugarCRM account to access iSugarCRM on your iPhone or iPod touch. If you are not already a customer, visit the iSugarCRM website to sign up for a free trial. If you are not sure whether you have a iSugarCRM account, contact your organizations system administrator. • iPhone Requirements: iSugarCRM requires iPhone operating system 2.0 or later. If the App Store icon is available on the home screen, you can use iSugarCRM on your iPhone or iPod touch. Be sure your device has at least 10 MB of available memory before installing iSugarCRM. • Wireless Requirements: iSugarCRM relies on a cellular or Wi-Fi network to communicate with iSugarCRM; however, you can continue working on your local data even when you lose connectivity to the Internet.3.4 Before you start working with iSugarCRMBefore you start working with iSugarCRM on your device, you should understand how to navigate aroundiSugarCRM. For further details, refer to the iPhone Native Client for SugarCRM User Guide. 8
  • 9. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide4. Application of Patch for SugarCRM CommunityEditionAs you know, some of the data services to retrieve the relationships information are not available on theCommunity Edition while the same are available in the Professional and Enterprise Edition of SugarCRM.Imaginea has written custom soap services to retrieve the required relationships information with minimalintrusion to the core SugarCRM code. The modification does not affect the existing functionalities and isused only to retrieve information out of SugarCRM Community Edition. No alteration of data is carried outwith the use of these customer services.If you are using Community Edition of SugarCRM and want to enable the relationships among modules, -such as to relate Accounts with Contacts - you need to install this patch using the instructions below.Attention: Neither is Imaginea or Pramati Technologies, responsible for any mishap during theinstallation procedure, nor do we imply any guarantee whatsoever on the quality and working of thispatch. You are requested to test and apply this patch at your own risk. This patch is covered under thestandard licensing policy of the “iPhone native client for SugarCRM”. We strongly recommend that thisprocedure is carried by an admin who is familiar with the installation and administration of SugarCRM.4.1 Installing the PatchThe patch installation is a two step process: 1. Installing the custom soap service: To install the custom soap service: i. Access the SoapSugarIphoneUsers.php file using http://www.imaginea.com/docs/SoapSugarIphoneUsers.php ii. Right click and do a View Source for the content. iii. Copy the content to <SugarCRM Installation Directory>/soap folder and ensure that it has appropriate read-write permissions as the SoapSugarUsers.php file in the same folder. The above two steps complete the installation of the custom soap service. 2. Enabling the custom soap service: To enable the custom soap service: i. Call the custom soap service from the core soap service of SugarCRM. This requires a small addition to the SoapSugarUsers.php file located in the <SugarCRM Installation Directory>/soap folder. ii. Make a back up of <SugarCRM Installation Directory>/soap/ SoapSugarUsers.php by copying it into SoapSugarUsers.php.backup iii. Make the following changes to SoapSugarUsers.php as given in the images below. 1. For Importing the custom service: As indicated in the image below, insert the following line of code (highlighted in the image) in the <SugarCRM Installation Directory>/soap/SoapSugarUsers.php file at the exact location displayed: require_once(‘soap/SoapSugarIphoneUsers.php’); 9
  • 10. iPhone Native Client for SugarCRM (iSugarCRM) Installation Guide 2. Calling the custom service: Once you have added the line of code to import the custom service, make the exact change (as indicated in the image below) in the <SugarCRM Installation Directory>/soap/SoapSugarUsers.php file to call the custom service when the call is made from the iPhone. Add the following code immediately after the function get_relationships header: //stripping module ID for iphone call if($module_id==’iphone’) { return get_relationships_iphone($session, $module_name, $module_id, $related_module, $related_module_query, $deleted); }Important: Please ensure that there are no spelling mistakes and also follow the case sensitivity as givenin the codes above. We will not be providing any support for this unless the changes are carried out by anexperienced administrator. Should the patch not work for you then please back out the changes andreplace the old file from the back taken above. 10

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