Install SugarCRM plugin

Note This feature requires an additional plug-in. Please contact your Sales Contact to verify if a plug-in is purchased.

Installation of the plugin

  1. Log in on the server on which the UCC service is running.

  2. Go to the plug ins folder (‘DRIVE:\program files\anywhere365\plugins\'). If it doesn't exist, create it.

  3. Create a folder "SugarCRMPlugin" for the plugins folder.

  4. Copy the dlls and included config files from the plug in package to this folder.

    Note In case the folder is already created and the plug in is in use by the UCC, the UCC will have to be stopped (check if stopping of the UCC is allowed).

  5. Open file ‘Config.xml’ for editing purposes.

    Tip First make a backup of the file to prevent problems!

    6.3: C:\ProgramData\Anywhere365\Core\Service\UnifiedContactCenterService\Config.xml

    6.0: C:\Program Files\Anywhere365\Core\Config.xml

    5.0: C:\Program Files\UCC\Config.xml

  6. Add '<PluginsPath>DRIVE:\Program Files\Anywhere365\</PluginsPath>' before the License.

    This new field should refer to the folder where all plug ins are stored.

    The top of the config.xml should contain:

    <?xml version="1.0" encoding="UTF-8"?>

    <config version="1.5">

    <PluginsPath>C:\Program Files\Anywhere365\</PluginsPath>

    <License>license.key</License>

  7. Add "Crm" value below ‘SettingsURL’ of the UCC.

    <Crm path="plugins\SugarCrmPlugin\" name="SugarCrmPlugin">SugarCrmPlugin.dll</Crm>

  8. Verify the path of plugin path with the Crm path.

  9. The UCC part in the config.xml should look like

    <UnifiedContactCenterName="ucc_app">

    <SettingsProvider>sharepoint</SettingsProvider>

    <SettingsUrl>http://domain.com/sites/ucc/ucc_</SettingsUrl>

    <Crm path="plugins\SugarCrmPlugin\" name="SugarCrmPlugin">SugarCrmPlugin.dll</Crm>

    </UnifiedContactCenter>

    Note Please note that it is necessary to restart the UCC service in order for the UCC service to use the plugin.

Configuring the UCC SharePoint settings

UCC Settings

  1. In your browser go the UCC SharePoint site.

  2. Click on ‘Settings’.

  3. Add setting ‘UseCRM’ with value 'True'.

  4. Add setting ‘UseStatistics’ with value 'True'.

 

PluginAttributes and PluginSettings list

The configuration of the plugin is stored in the PluginAttributes and the PluginSettings lists. These lists can be created by using PowerShell scripts in the plugin package. The settings can be imported from 2 csv files. Unzip the plugin package and go to the install folder. Run the PowerShell script A365_CreateLists.ps1 to create the lists and import the settings from the files. File properties.ps1 can be used to enter the SharePoint account credentials and url of the UCC SharePoint site:

  • $inputSiteUrl: The url to the UCC SharePoint site

  • $inputUsername: Username of the SharePoint account that is used to create the site.

  • $inputPassword: Password of the SharePoint account that is used to create the site.

Note Please note that it could be necessary to restart the UCC service in order for the UCC service to use the new settings.