Create, Test, and Edit a Sugar 7+ Connection

In Riva 2.4.46 or higher, the connection to Sugar 7+ supports both on-premise and hosted Sugar services like SugarCRM and Sugar On-Demand.

Requirement: a connection to Sugar 7+ that uses the credentials of an admin account that can impersonate the target Sugar 7+ user accounts.

To create and test a Sugar 7+ connection:

1. Create a Sugar 7+ connection.
2. Test the connection.
3. Edit the connection.

Step 1: Create a Sugar 7+ Connection

1. Ensure that you have followed this procedure: Prepare Sugar for Riva.

2. Start the Riva Manager application. On the menu bar, select Setup. In the left pane, select CRM: SugarCRM 7+ to open the SugarCRM 7+ Wizard.

3. On the Welcome page, select Next.

4. Provide the required information:

   

   • Host: Provide the URL link to the Sugar 7+ login window, for example, https://crm.mycompany.com/sugar/rest10.

   • User Name: Provide an admin-level Sugar account for Riva to connect to the Sugar system and impersonate the target user accounts.

   • Password: Provide the password for the admin account.

   • Platform: (Default: Riva.) The custom platform configured in Sugar to enable Riva to log in or impersonate a user without terminating their Sugar web sessions.

     • For information on platforms, see http://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_7.9/Architecture/Extensions/Platforms/

     • Sugar 8.x: See Authenticate to Sugar 8 via a custom API platform.

     • Sugar 7.x: For a tutorial on registering custom platforms in Sugar 7.x instances, see https://community.sugarcrm.com/docs/DOC-5875-tutorial-how-to-register-custom-platforms-in-sugar-instances

   • Use proxy: If proxy options are required for this connection, specify a unique http/s proxy setting.

   • Advanced Options: Opens the Advanced Options window, where you can apply advanced options or custom options to this connection. For tips and instructions on how to use the window, see Best practice.

5. Select Next.

6. (Riva 2.4.47 or higher.) On the Additional Connection Options page, optionally select the check box Is the connection user dedicated for synchronization: [user name]. For guidance, see Is the connection user dedicated for synchronization.

7. On the Successful Connection page, select Finish.

   Result: The Riva Manager application creates a Sugar 7+ connection object.

Step 2: Test the Sugar 7+ Connection

To confirm that user impersonation is working:

1. In the Riva Manager application, on the menu bar, select Setup. In the right pane, double-click the SugarCRM 7+ connection object.
   
   

2. In the CRM Connection Edit window that appears, select the Connection Test tab, and select Test Connection.

   Result: Two tests are performed on the Sugar connection account. They ensure that

   • the username and password are correct and
   • the platform is valid.
      

3. In the Test succeeded message box, select OK.

4. In the User E-Mail field, enter the user email address for a CRM target user, and select Run Test >>.

   

   Result: The system tests that the Sugar connection account is able to impersonate the Sugar target user account.

5. In the Test succeeded message box, select OK.

6. Select Cancel to close the window.

Step 3: Edit the Sugar 7+ Connection

1. In the Riva Manager application, on the menu bar, select Setup.

2. In the right pane, double-click the Sugar 7+ connection to open the CRM Connection Edit window.

3. Optional: On the General page, assign a user-friendly Display Name.

4. Save the connection.