TechExtension

Contact Details

 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 

Product Page: Sugarcrm Asterisk  Integration

Supported CRM Version

SugarCRM Community Edition (CE) , SugarCRM Pro, SugarCRM Corporate, SugarCRM Ultimate, SugarCRM On Demand,  SugarCRM Open Cloud (European On Demand)

SugarCRM Versions:

6.1.x    6.4.x    6.5.x    6.6.x    6.7.x

Supported IP PBX / Call Center Server

Asterisk,  Elastix,  FreePBX, PBX in a Flash, Vicidial, Asterisknow, Yeastar PBX, Xorcom, Asterisk pbx, Fonality, Trixbox , Other Asterisk Based Telephonic Server

Prerequisite

• JRE 1.7 or higher version should be installed on sugarcrm  Server.
• CDR_Event Should Be enable in Asterisk server.
• Require port 9898 and 7979 should be enable for CRM Server and port 5038 for Asterisk Server.
• Support Soft phone or Sip based hard Phone.
• There should be connectivity between CRM and Asterisk server.
• Please make back up of data of crm and asterisk and also crm folder before Installation.

# yum install php-gd php-imap php-ldap php-odbc php-mbstring php-pear php-xml php-xmlrpc php-soap
# yum install curl curl-devel perl-libwww-perl ImageMagick libxml2 libxml2-devel

Installation Guide

Create Account On Our Portal https://license.techextension.com/register.php

Log In after Creating account https://license.techextension.com/login.php

Add License

Generate License

Download module Download

LET STARTS

1. How to Install Using Module Loader

After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:

Step 1: Go to Admin Panel

Step 2: Navigate to Admin > Module Loader

Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.

Step 4: Select the file from your local computer.

Step 5: After you select your file, click the "Upload" button to complete the process

Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel

Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.

Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.

Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.

2. How to Activate sugarcrm Asterisk Module

After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.

Step 1: Go to Admin Panel

Step 2 : Go to sugarcrm Asterisk Activation

Step 3 Fill the details And Click on update

Step 4: Sent Email to support@techextension.com  and ask for activation key

Step 5: Enter Activation Key.

3. Admin User Configuration

After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.

Step 1: Go to Admin Panel

Step 2 : Go to sugarcrm Asterisk Configuration

Step 3 Enter CRM URL And SAVE

Step 4 Enter Your Asterisk Server Details By Step By Steps

Asterisk IP ( 192.168.1.3)

UserName : Asterisk server Admin Manager User Name

Password : Asterisk server Admin Manager Password

Internal Channel: SIP

External Channel: DAHDI

You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf

After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )

Steps 5 Please Save the Configuration and create Following Panel

Now Access CRM server using Putty or other ssh client .

(cd /custom/modules/Asterisk/AsteriskServer/AsteriskManager/ )

Edit This File AsteriskProperties.xml

< url>http://crmurl|< /url>

Here http://crmurl is same as your crm URL

Note : Do not remove | from ends its is used for our purpose.

Now Check Once again all setting .

Now Check This setting .htaccess

Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.

Edit .htaccess file. Remove Restriction. It should be like this.

Now Run This Command in putty .

java -jar AsteriskSupport.jar

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps

If you get Following message. It is Successfully Integrated

Download Voip File

Download

Extract voip.zip file

Now Run This Command in putty .

pwd

It will Give you path

Put It in to voip file

Upload voip file in to /etc/init.d/

Give voip file permission to 755

Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )

Run This Command if you have Debain OS ( update-rc.d voip defaults )

Techextension add-on command

check status: ( service voip status )

Restart : ( service voip restart )

stop: ( service voip stop )

Start : ( service voip start )

3. End User Configuration

After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.

Step 1 : Go to User Panel

Step 2 : Fill appropriate Details as shown here

SugarCRM  Asterisk Integration Add-on User Configuration.

Step: 3 Save the User profile

5. How to UnInstall Using Module Loader

After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.

To uninstall a package, perform the following steps:

Step 1: Navigate to Admin > Module Loader.

Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.

Step 3 :Click the "Uninstall" button.

Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.

Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..

Step 5: Click "Commit" when you are ready to uninstall the package.

Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..

Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .

Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.

Contact Details

 Website: techextension.com                     Store :store.techextension.com        

 Email: support@techextension.com          Skype: tech.extension 

Product Page: Sugarcrm Asterisk  Integration