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  7.x  8.x  9.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 PBX  Server.
  • Require CDR Event should be enable for Asterisk Server.
  • Require port 9999  and  5038  should be enable for  Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic 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.




Installation Steps




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


create-account

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



login_license


Add License


add_license


Generate License



genrate_license



Download module SugarCRM Version 6.X SugarCRM Version 6.X Download


Download SuiteCRM module SuiteCRM Download


NOTE : For SugarCRM Version 7.X and 8.x Admin need to create fields Manually From studio


User module


Data Type:TextField

phoneextension_c


user_field



user



Call Module


Data Type:TextField

Field Name:call_source_c


Data Type:TextField

Field Name:call_duration_minute_c


Data Type:TextField

Field Name:call_entrysource_c


Data Type:URL

Field Name:record_c


Data Type:TextField

Field Name:call_destination_c



call_module_field



call_module_layout



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


installation-sugarcrm-asterisk-integration-1


Step 2: Navigate to Admin > Module Loader


installation-sugarcrm-asterisk-integration-2


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

installation-sugarcrm-asterisk-integration-3


Step 4: Select the file from your local computer.


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

installation-sugarcrm-asterisk-integration-4


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

installation-sugarcrm-asterisk-integration-5


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.

installation-sugarcrm-asterisk-integration-6


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. Admin User Configuration



Download techextension.zip File For SugarCRM 7 and Above Version

Download



Download techextension.zip File For SugarCRM 6.X, SugarCRM CE and SuiteCRM All Version

Download


Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension So web URL Like http://192.168.1.100/techextension ) than follow the steps


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

Step 1: Go to http://IP/techextension/AsteriskSupport/


Step 2 :Fill sign up form with login name and desire password


Step 3 Login in ( http://IP/techextension/AsteriskSupport/)


Step 4 Do Configuration


Step 5 Enter Your Asterisk Server Details By Step By Steps


asterisk-admin-configuration

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

sugarcrm-Activation-admin-user-setting

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 6 Please Save the Configuration and create Following Panel

sugarcrm-Activation-admin-user-setting-save 



Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )

Edit This File AsteriskProperties.xml

< url>http://techextensionurl|< /url>

Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100



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

sugarcrm-property-admin-user-setting-save 


Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save 


Now Open configuration.php .

Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml

Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk 


Now Open crmconfig.php .

Enter ( $crmurl, $username, $password) .

Here $crmurl is CRM URL

Here $username is admin Username of CRM

Here $password is admin password



sugarcrmconfig 


Now Run This Command in putty .

java -jar AsteriskSupport.jar


Asterisk 


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


Asterisk



If you get Following message. It is Successfully Integrated



Asterisk 


Download Voip File

Download


Extract voip.zip file

Now Run This Command in putty .

pwd

It will Give you path



Asterisk 



Put It in to voip file

Asterisk



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 CRM 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.

crm-user-techextension-configuration

Step: 3 Save the User profile


5. End User Chrome Extension Configuration

Go to chrome web store

Download Extension 


Configure Chrome Extension



chrome-webstoe 


Click on Phone Icon It will open following Set up window .



configuration-sugarcrm-extension 




Fill Informatin and Click on Set-up. It will open following window.



chrome-sugarcrm-configuration 




User need to fill following details and save configuration. .

chrome-sugarcrm-configuration-details