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This tutorial will guide you through the setup of the eXo Platform plugin for SugarCRM. If you want to see this in action before installing the plugin, have a look at the video demo eXo Platform plugin for SugarCRM.

Requirements

• Sugar CRM 5.5.x or 6.0.x
• eXo Platform 3.0.3
• eXo Platform plugin for SugarCRM

Installation

Once you have installed the eXo Platform plugin, you will need to install it in your instance of SugarCRM:

• Login to your SugarCRM installation as Admin
• Go to the Administration panel, then to the "Module Loader"
• Upload the plugin
• Click on "install" next to "eXo Platform Plugin" and follow the installation steps
• Go back to the Administration panel, click on "Connector Settings" => "Enable Connectors"
• Click on the "eXo Social" tab
• Activate the connector for Cases by dragging and dropping "Cases" in the enabled column; save.

Next, you will need to configure the eXo server URL. By default it is set to http://localhost:8080.

• Go to "Connector Settings" => "Set Connector Properties" and click on the "eXo Social" tab.
• Change the URL to one of your eXo Platform servers (if it's running on the same server, you can skip this step) - for example, "http://localhost:8080" - then save.

The eXo Platform plugin uses OpenSocial to publish activities into a space. This means you will need to configure the oAuth key as well as the OpenSocial RPC URL. In your SugarCRM installation, edit the file custom/modules/Connectors/connectors/sources/ext/rest/spaces/config_spaces.php to reflect your settings. Don't forget to change the os_oauth_key_secret. The oAuth key in eXo Platform needs to be configured as well. In your eXo Platform installation, edit the file gatein/conf/portal/portal/configuration.xml (if it does not exist, create it).

Make sure to change the value of the property sharedSecret to the os_oauth_key_secret you set earlier in the file config_spaces.php.

<?xml version="1.0" encoding="ISO-8859-1"?>
<configuration   xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
   xsi:schemaLocation="http://www.exoplaform.org/xml/ns/kernel_1_1.xsd http://www.exoplaform.org/xml/ns/kernel_1_1.xsd"
   xmlns="http://www.exoplaform.org/xml/ns/kernel_1_1.xsd">
   <component>
                <key>org.exoplatform.social.opensocial.oauth.ServiceProviderStore</key>
                <type>org.exoplatform.social.opensocial.oauth.ServiceProviderStore</type>
                <init-params>
                        <properties-param>
                                <name>Sugar CRM</name>
                                <description>Consumer key and secret for our sugar CRM installation.</description>
                                <property name="consumerKey" value="SugarCRMKey" />
                                <property name="sharedSecret" value="MySuperSecretKey" />
                        </properties-param>
                </init-params>
        </component>
</configuration>

The installation and set-up process is now complete. You can now start to use the eXo Platform plugin to add activity streams to groups and functions within your SugarCRM implementation.

Links

• Video: How to install the eXo Platform plugin for SugarCRM
• Video: eXo Platform plugin for SugarCRM
• SugarCRM
• eXo Platform plugin for SugarCRM
• eXo Platform Documentation