joomladagen 2008 sugar crm joomla bridge bas vredeling
DESCRIPTION
Joomladagen 2008 Sugar Crm Joomla Bridge Bas VredelingTRANSCRIPT
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SugarCRM - Joomla! Bridge Bas Vredeling
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Advantages of a bridge
• Best of both worlds: use strengths of 2 pieces of software
• no double data
• disclose specific information to selected users (ACL based disclosure)
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Even more advantages!
• don’t update customer information yourself
• customer info quality increases
• generate traffic and content for your portal
• engage clients by letting them manage their own data
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Portal or CRM?
• Don’t recreate the SugarCRM user interface
• Which functions belong in a portal?
• Which users are allowed access?
• What information do I want to publish?
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Building the bridge
• Component for information exchange
• Authentication plugin
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Step 1: Information Exchange
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Application structure
SugarCRM
SOAP
Joomla!
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SugarCRM data model
Contact
AccountAccountsModule
ContactsModule Contact Contact Contact Contact
Account
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SugarSoap benefits
• SugarCRM as a Service (live data)
• Generic communication protocol
• Remote server
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SugarSoap peculiars
• Php5 soap / Nusoap
• Different SugarCRM Api’s
• Query individual modules
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Joomla! component
• Show lists of Contacts and Accounts
• Filter shown information to Joomla ACL and custom categories
• Let logged in users edit their own information
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Information handling
Get information from Sugar
Filter the information
Create customisable layouts
Determine Joomla!-user Sugar-record relationships
Edit information and post to Sugar
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Component structure
Soap logic
Communication logic
Application logic
Administration & Configuration
Presentation layerLayouts
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Using the component
• Configure connection data
• Select which fields to display
• Create a layout structure
• Create CSS styling to match website layout
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Step 2: Authentication
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Authentication
• Joomla! 1.5 authentication plugins
• Using SugarCRM as a user database
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Demonstration and Technobabble
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Optional Topics
• Security
• Development process
• Universal approach over tailored solutions
• Issues
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Development process
• User case: 2value Network
• Available components on sugarforge
• Getting to know undocumented code
• The Joomla! ACL in SugarCRM
• Chosing 1.0 over 1.5
• Taking the universal approach
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Universal or Tailored?
• we want to reuse the component in a different setting
• we want to adhere to licenses and give something back to the community
• potential extra layers of complexity and configuration
• Customisable filters
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Security
• Data validation
• User credentials sent between sites
• Overriding SugarCRM’s user assigned data access model
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Issues
• Co-installing other SugarCRM components
• Speed / Scalability
• What about multiple filters?
• Advanced ACL
• Why is the presentation layer split up in css and structure?
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Thank you