Configure System Settings v4.2

How Do I ...

Configure System Settings v4.2

Introduction

Configuring systems settings enables the administrator to configure basic system settings to personalize the system to behave, look, and feel according to your organization’s specifications.

These system-wide settings apply to all users in your organization. However, users can override some default settings, such as the default date format, by specifying different settings in their My Accounts page.

Objectives

This guide will enable you to configure the following Sugar settings:

•

Access System Settings

•

User Interface

•

Logos

•

Proxy Settings

•

Customer Self-Service Portal

•

SkypeOut

•

Mail Merge

•

Default Currency

•

Export

•

Advanced

Accessing System Settings

The System Settings page is available from the system links, in the top right corner of Sugar.

Step

Action

1

Login to Sugar with your administrator login and password.

2

Click the Admin link in the system links in the top right corner.

Result: The Administration: Home page appears.

3

In the System sub-panel, click the System Settings link.

Result: The System Settings page appears.

Saving Systems Settings

To save, restore or cancel the settings for each sub-panel on the System Settings page, see below.

Step

Action

1

To save the settings, click Save.

2

To restore the default settings, click Restore.

3

To exit the System Settings page without saving your changes, click Cancel.

User Interface

The first sub-panel enables you to configure the User Interface. Update the User Interface fields as desired. See below for a description of each field.

Field

Description

Default date format

From the drop-down list, select a date format for all items such as quotes and contracts. Users can override the default format by setting a different date format in their My Account page.

Default theme

From the drop-down list, select a Sugar User Interface theme for your organization. Users can select their own theme from the login page.

Listview items per page

Enter the maximum number of items you want displayed in the list view. The system paginates lists that contain more the specified number of items. Users cannot override this system setting.

Display server response times

By default, each page displays the time taken to for the server to respond when users attempt to access the system. This server response time does not take network transmission time or client-side rendering time into account. It is rather an indication solely of the performance of the server. Deselect this box if you do not want to display this information.

Default time format

From the drop-down list, select a time format to display in all items such as cases or opportunities. Users can override the default format by setting a different time format in their My Account page.

Default language

From the drop-down list, select the default language for the Sugar User Interface. If multiple language packs have been installed, then users can select their own language from the login page.

Sub-panel items per page

Enter the maximum number of items you want displayed per sub-panel. The system paginates lists that contain more than the specified number of items. Users cannot override this system setting.

Display tabs on login screen

By default, the Login page displays the Sugar module tabs on the Login page. Deselect this box if you do not want to display these tabs on the Login page.

Logos

You can upload your organization’s logo to display in the Sugar User Interface, in the upper left corner, as well as in PDF copies of quotes.

Step

Action

1

The current logo in use appears at the top of the Logos sub-panel, in the Current logo in use field. This logo appears in the upper left corner of Sugar.

2

To upload a new company logo, enter the path to the location of the logo that you want to upload from your local machine in the Upload new logo (212x40) field.

Or, click Browse to navigate to the location of the logo on your local machine.

Notes:

•

The logo dimensions should be 212 X 40, having the standard transparent color for the background, and be in PNG format.

•

You may need to do a hard refresh to see the change:

-

Internet Explorer: Ctrl+F5

-

Firefox on Windows or Linux: Shift+Ctrl+R

-

Firefox on Mac: Shift+Command+R

3

The Logo used in Quotes (85%) field displays the current logo that appears in PDF copies of quotes.

4

To upload a new company logo, enter the path to the location of the logo that you want to upload from your local machine in the Upload new Quote logo (867x74) field.

Or, click Browse to navigate to the location of the logo on your local machine.

The system displays this logo in PDFs of quotes that your users create.

Note: The logo dimensions should be 867 x 74, and in JPEG format.

Proxy Settings

If you are using a proxy server to connect to the Web you will need to enter the information here to allow the system to check for updates (all versions) and validate license keys (Professional and Enterprise editions only).

For full details on license keys please see the “License Management” section in the Sugar User and Administrator Guide.

To configure a proxy server configure the fields as described below.

Field

Description

Use proxy server?

If you want to connect to the Internet through a proxy server, select this option.

Result: The system displays fields to specify the proxy host and port number.

Proxy Host

Enter the name of the proxy server host

Port

Enter the port number for the proxy host.

Authentication?

If your proxy server requires authentication, select this to enable server-to-server authentication and connect the Sugar server to the company’s proxy server.

Result: The system displays fields to specify the user name and password.

User Name

Enter the user name.

Password

Enter a password for the user.

Customer Self-Service Portal

Select this option to integrate your organization’s self-service portal with Sugar. This enables your customers to access your Sugar items such as notes and cases.

To enable self-service portal select the Enable self-service portal integration box.

SkypeOut

Select this option to allow users to make calls through Skype.

To enable Skype, select the Enable SkypeOut integration? box.

Note: You must enter the number in the following way (even for local calls): "+" + "country code" + "number". You can also use "00" or "011" before the country code.

See http://www.skype.com/help/faq/skypeout.html#calling for full details.

Examples (using the country code "1" for calling USA):

•

+ 1 (555) 555-1234

•

+15555551234

•

00 1 555 555 1234

•

011-1-555-555-1234

Mail Merge

If your users have installed the Sugar Plug-in for Microsoft Word, this option enables mail merge at the system level by providing a Mail Merge link at the top of a list view.

Note: Users must also have selected the Mail Merge option from the My Account link, User Settings sub-panel.

Default Currency

Select this option to specify the default currency for your organization. Users can override the default currency by setting a different one in their My Account page.

To specify default currency set any of the options described in the fields below.

Field

Description

Currency name

Enter the name of the currency that your organization uses to conduct business.

Currency symbol

Enter the symbol for the currency.

ISO 4217 currency code

Enter the ISO code for the currency.

See http://www.iso.org/iso/en/prods-services/popstds/currencycodeslist.html

1000s separator

Specify a delimiter to separate thousands when users specify a numeric value for the amount.

Decimal symbol

Specify a default decimal symbol.

Export

By default, both users and administrators can export files from Sugar.

To remove the Export link from pages in the application export files set any of the options described in the fields below. This option affects all users.

Note: To explicitly set specific users with export access, see the Sugar User and Administrator Guide about specifying roles and access controls.

Field

Description

Disable export

Select this option if you want to prevent all users and administrators from exporting data.

Admin export only

Select this option if you want to allow only administrators to export data.

Advanced

Select any of the advanced configuration options described in the fields below.

Field

Description

Validate user IP address

For security purposes, select this option to validate the IP addresses of users who log into Sugar.

Log slow queries

For performance tuning investigation, select this option to log the system’s slow responses to user queries in the sugarcrm.log file.

Maximum upload size

Enter the maximum file size, in KB, that users are allowed to upload. This is also dependent on PHP’s upload settings.

Log memory usage

Select this option to record memory usage in the sugarcrm.log file.

Slow query time threshold (msec)

Specify the threshold, in milliseconds, that defines slow queries. Queries that take longer that the threshold time are logged in the

sugarcrm.log file.

Display stack trace of errors

For debugging purposes, select this option so that if an error occurs when users are running the application, the system displays where the error occurred in the application’s stack trace.

See Also

For further information on System Settings, access the online help which is available from the Help link in Sugar.

Step	Action
1		Login to Sugar with your administrator login and password.
2		Click the Admin link in the system links in the top right corner. Result: The Administration: Home page appears.
3		In the System sub-panel, click the System Settings link. Result: The System Settings page appears.

Step	Action
1		To save the settings, click Save.
2		To restore the default settings, click Restore.
3		To exit the System Settings page without saving your changes, click Cancel.

Field	Description
Default date format	From the drop-down list, select a date format for all items such as quotes and contracts. Users can override the default format by setting a different date format in their My Account page.
Default theme	From the drop-down list, select a Sugar User Interface theme for your organization. Users can select their own theme from the login page.
Listview items per page	Enter the maximum number of items you want displayed in the list view. The system paginates lists that contain more the specified number of items. Users cannot override this system setting.
Display server response times	By default, each page displays the time taken to for the server to respond when users attempt to access the system. This server response time does not take network transmission time or client-side rendering time into account. It is rather an indication solely of the performance of the server. Deselect this box if you do not want to display this information.
Default time format	From the drop-down list, select a time format to display in all items such as cases or opportunities. Users can override the default format by setting a different time format in their My Account page.
Default language	From the drop-down list, select the default language for the Sugar User Interface. If multiple language packs have been installed, then users can select their own language from the login page.
Sub-panel items per page	Enter the maximum number of items you want displayed per sub-panel. The system paginates lists that contain more than the specified number of items. Users cannot override this system setting.
Display tabs on login screen	By default, the Login page displays the Sugar module tabs on the Login page. Deselect this box if you do not want to display these tabs on the Login page.

Field	Description
Use proxy server?	If you want to connect to the Internet through a proxy server, select this option. Result: The system displays fields to specify the proxy host and port number.
Proxy Host	Enter the name of the proxy server host
Port	Enter the port number for the proxy host.
Authentication?	If your proxy server requires authentication, select this to enable server-to-server authentication and connect the Sugar server to the company’s proxy server. Result: The system displays fields to specify the user name and password.
User Name	Enter the user name.
Password	Enter a password for the user.

Field	Description
Currency name	Enter the name of the currency that your organization uses to conduct business.
Currency symbol	Enter the symbol for the currency.
ISO 4217 currency code	Enter the ISO code for the currency. See http://www.iso.org/iso/en/prods-services/popstds/currencycodeslist.html
1000s separator	Specify a delimiter to separate thousands when users specify a numeric value for the amount.
Decimal symbol	Specify a default decimal symbol.

Field	Description
Disable export	Select this option if you want to prevent all users and administrators from exporting data.
Admin export only	Select this option if you want to allow only administrators to export data.

Field	Description
Validate user IP address	For security purposes, select this option to validate the IP addresses of users who log into Sugar.
Log slow queries	For performance tuning investigation, select this option to log the system’s slow responses to user queries in the sugarcrm.log file.
Maximum upload size	Enter the maximum file size, in KB, that users are allowed to upload. This is also dependent on PHP’s upload settings.
Log memory usage	Select this option to record memory usage in the sugarcrm.log file.
Slow query time threshold (msec)	Specify the threshold, in milliseconds, that defines slow queries. Queries that take longer that the threshold time are logged in the sugarcrm.log file.
Display stack trace of errors	For debugging purposes, select this option so that if an error occurs when users are running the application, the system displays where the error occurred in the application’s stack trace.