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SugarCRM Developer's Manual: Customize and extend SugarCRM电子书

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作       者:Dr Mark Alexander Bain

出  版  社:Packt Publishing

出版时间:2007-06-27

字       数:161.1万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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The book is structured as: An overview of the architecture of the application and database, how it all fits together A module development tutorial, showing the essential steps for hooking your module into the SugarCRM infrastructure A section of common customizations that can be performed against the codebase The book is for PHP developers working with SugarCRM, who want to extend its capabilities. Readers should have a basic knowledge of SugarCRM as the book does not cover installation and usage of SugarCRM. This can be gained from Implementing SugarCRM.
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SugarCRM Developer's Manual

Table of Contents

SugarCRM Developer's Manual

Credits

About the Author

About the Reviewers

Preface

What This Book Covers

Who is This Book for

Conventions

Reader Feedback

Customer Support

Downloading the Example Code for the Book

Errata

Questions

1. Stamping Your Own Brand on SugarCRM

Before We Start...

Customizing SugarCRM URL

Changing the SugarCRM URL in Windows

Changing the SugarCRM URL in Linux

Customizing SugarCRM Tabs

Re-name the SugarCRM Tabs

The SugarCRM Custom Directory

Customizing the Text within SugarCRM Tab Screens

Changing the Browser Title

Adding a Company Logo

Customizing SugarCRM Themes

Creating a New Theme

Removing a Theme

Summary

2. Customizing the SugarCRM Application Content

A Note About Terminology

Changing the About Screen

Changing the About Screen into a Help Screen

Controlling the Visible Tabs

User Control

Administrator Control

A Note about Administering Live Systems

Adding a Custom Tab

Custom Tab Contents

User-Controlled Dashlet Customization

Customizing Dashlets

Creating Custom Dashlets

Making Dashlets Accessible to Users

Summary

3. Introducing Custom Fields

Adding a Custom Field

The Standard Module Tab

The General Process for Creating a Custom Dropdown

Using Studio to Create a Drop-down Box

Manually Adding a Drop-down Box

Using Studio to Create a Custom Field

Creating the Custom Field Manually

Adding the Dropdown to a Module Tab

Adding Rows

Recovering Previous Versions of a Layout

Manually Modifying Layouts

Including Custom Fields in Mass Updates

Making Sure that Your Changes are Visible

Limitations of the Mass Update

Adding Built-in SugarCRM Fields to the Mass Update

Creating other Field Types

Field Data Types

Summary

4. Interfacing with SugarCRM

What Have we Learned so Far?

The Include Directory

The Custom Directory

The Themes Directory

The Modules Directory

Overview of the SugarCRM Application Architecture

The SugarCRM User Interface

Calling Modules

SugarBean—The SugarCRM Data Interface

The SugarBean Files

vardefs.php

vardefs On-line Documentation

vardefs Field Types

The Complete vardefs File

The <module>.php File

SugarBean in Action—SugarCRM's Logic Hooks

The End Result of Using the Logic Hook

Summary

5. SugarCRM Database Schematics

Database Schematic Diagrams

Access Control List

Accounts

Bugs

Calls

Campaigns

Cases

Contacts

Documents

Emails

Email Management

Leads

Meetings

Opportunities

Projects

Project Tasks

Prospects

Schedulers

Users

Differences Between Versions 4.5.0 and 4.5.1

Summary

6. SugarCRM Data Dictionary

Differences between Versions 4.5.0 and 4.5.1

SugarCRM Table Definitions

Accounts

accounts_audit

accounts_bugs

accounts_cases

accounts_contacts

accounts_opportunities

acl_actions

acl_roles

acl_roles_actions

acl_roles_users

Bugs

bugs_audit

Calls

calls_contacts

calls_users

campaign_log

campaign_trkrs

Campaigns

campaigns_audit

Cases

cases_audit

cases_bugs

Config

Contacts

contacts_audit

contacts_bugs

contacts_cases

contacts_users

Currencies

custom_fields

Dashboards

document_revisions

Documents

email_marketing

email_marketing_prospect_lists

email_templates

emailman

Emails

emails_accounts

emails_bugs

emails_cases

emails_contacts

emails_leads

emails_opportunities

emails_project_tasks

emails_projects

emails_prospects

emails_tasks

emails_users

Feeds

fields_meta_data

Files

iframes

import_maps

inbound_email

inbound_email_autoreply

Leads

leads_audit

linked_documents

Meetings

meetings_contacts

meetings_users

Notes

Opportunities

opportunities_audit

opportunities_contacts

Project

project_relation

project_task

project_task_audit

prospect_list_campaigns

prospect_lists

prospect_lists_prospects

Prospects

Relationships

Releases

Roles

roles_modules

roles_users

saved_search

Schedulers

schedulers_times

Tasks

Tracker

upgrade_history

user_preferences

Users

users_feeds

users_last_import

users_signatures

vcals

Versions

Summary

7. Development and TestingStrategies for SugarCRM

Why Use Development and Testing Strategies?

The Unbreakable Rule:Thou Shalt Not Do Any Development on a Live Server

Setting up a Development Server

Creating a Server

Installing Software

Setting the Server's IP Address

Migrating SugarCRM Files and Databases Between Servers

Setting Up the Export on Server 1

Setting Up a Mount Point on Server 2

Migrating Files from Server 1 to Server 2

An Example Upgrade

Upgrading PHP

Upgrading SugarCRM

Comparing Database Files

Migrating Database Files

Comparing and Migrating the SugarCRM Application Files

Testing SugarCRM

Releasing Your Customizations

Summary

8. Developing Your Own Modules

Adding Third-party Modules

Creating Custom Modules

A (Very) Basic Module

Data for the New Module

Processing Data in the Module

Adding More Data

Adding Shortcuts

Using language/en_us.lang.php

Tables for the Module

Advanced Modules

The Initial Setup

The Module's Data Schema—vardefs.php

The Module's Business Object

Registering the Business Object

The Module's Language File

The Module's List View

Selecting the Fields to be Displayed

Creating the List View

Making the List View the Default View

The Modules Edit View

The EditView.php File

The EditView.html File

The Module's Save File

Creating New Reports

Summary

9. Developing a Custom Workflow within SugarCRM

A Very Simple Workflow

Setting up the Process Stages

Deciding Who Does What

Introducing Business Rules

Completing the Automated Workflow

Moving the Rules into the Database

Add a Custom Table

Create the Workflow Module

Building a Data Input Module

Making Use of the Rules in the Database

Parallel Tasks

Adding Dependent Tasks to the Database

Using Dependent Tasks in the Workflow

Summary

10. Customizing and Optimizing SugarCRM—Tips and Tricks

Delving into SugarCRM Variables

Developing Dashlets Further

Speeding up SugarCRM

Optimizing Queries

Using the explain Command

Creating Indexes

Logging Slow Queries

Using the MySQL Query Cache

Optimizing the SugarCRM Application

The SugarCRM Diagnostic Tool

Using phpinfo

Install a PHP Optimizer

Creating Reports

Obtaining OpenOffice.org

Accessing the Database Remotely

Allowing Connections to the Database

Creating an Account for Remote Access

Setting Up the ODBC Connection

Accessing the Data Through OOo Base

Creating Queries

Creating the Report

Summary

Index

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