Support Document

Knowledge base

Find Relevent Support Guide Here

Prerequisite



  • Require port 5038 for Asterisk Server.
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk and also crm folder before Installation.


Installation Guide



  1. How to Install Using Module Loader



  2. How to Activate sugarcrm Asterisk Module



  3. Admin User Configuration

  4. User Configuration



  5. How to UnInstall Using Module Loader

LET STARTS


1. How to Install Using Module Loader


After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:


Step 1: Go to Admin Panel

installation-sugarcrm-asterisk-integration-1


Step 2: Navigate to Admin > Module Loader

installation-sugarcrm-asterisk-integration-2


Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.

installation-sugarcrm-asterisk-integration-3


Step 4: Select the file from your local computer.


Step 5: After you select your file, click the "Upload" button to complete the process

installation-sugarcrm-asterisk-integration-4


Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel

installation-sugarcrm-asterisk-integration-5


Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.

installation-sugarcrm-asterisk-integration-6


Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.


Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.


2. How to Activate sugarcrm Asterisk Module


After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Activation


sugarcrm-Activation-panel

Step 3 Fill the details And Click on update


sugarcrm-Activation-setting

Step 4: Sent Email to support@techextension and ask for activation key


Step 5: Enter Activation Key.


sugarcrm-Activation-activation-key

3. Admin User Configuration


After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Configuration


sugarcrm-Activation-panel

Step 3 Enter CRM URL And SAVE


sugarcrm-Activation-crm-url

Step 4 Enter Your Asterisk Server Details By Step By Steps


Asterisk IP ( 192.168.1.3)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


sugarcrm-Activation-admin-user-setting

Steps 5 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save

3. End User Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : Go to User Panel


Step 2 : Fill appropriate Details as shown here


Sugar / SuiteCRM Click To Call Integration Add-on User Configuration.


sugarcrm Click To Call Integration Addon User Configuration

Step: 3 Save the User profile


If user does not get phone icon near phone fields


Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.


Edit .htaccess file. Remove Restriction. It should be like this.


htaccess


5. How to UnInstall Using Module Loader


After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.

To uninstall a package, perform the following steps:


Step 1: Navigate to Admin > Module Loader.


Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.


Step 3 :Click the "Uninstall" button.

Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.

uninstallation-sugarcrm-asterisk-integration-1


Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..


Step 5: Click "Commit" when you are ready to uninstall the package.

uninstallation-sugarcrm-asterisk-integration-2


Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..


Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .

uninstallation-sugarcrm-asterisk-integration-3

Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.

uninstallation-sugarcrm-asterisk-integration-4

Supported CRM Version



SugarCRM Community Edition (CE)

SugarCRM Pro

SugarCRM Corporate

SugarCRM Ultimate

SugarCRM On Demand

SugarCRM Open Cloud (European On Demand)

SuiteCRM

SuiteCRM All Versions

SugarCRM Versions:

6.1.x    6.4.x    6.5.x    6.6.x    6.7.x



Supported IP PBX / Call Center Server



Asterisk

Elastix

FreePBX

Vicidial

Asterisknow

Other Asterisk Based Telephonic Server

Prerequisite



  • JRE 1.7 or higher version should be installed on sugarcrm or SuiteCRM Server.
  • Require CDR Event should be enable for Asterisk Server.
  • CDR_Event Should Be enable in Asterisk server.
  • Require port 9898 and 7979 should be enable for CRM Server and port 5038 for Asterisk Server.
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk and also crm folder before Installation.


Installation Guide




Create Account On Our Portal https://license.techextension.com/register.php

create-account


Log In after Creating account https://license.techextension.com/login.php

login_license


Add License

add_license


Generate License

genrate_license




Download module Download



  1. How to Install Using Module Loader



  2. How to Activate sugarcrm Asterisk Module



  3. Admin User Configuration

  4. User Configuration



  5. How to UnInstall Using Module Loader

LET STARTS

1. How to Install Using Module Loader


After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:


Step 1: Go to Admin Panel

installation-sugarcrm-asterisk-integration-1


Step 2: Navigate to Admin > Module Loader

installation-sugarcrm-asterisk-integration-2


Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.

installation-sugarcrm-asterisk-integration-3


Step 4: Select the file from your local computer.


Step 5: After you select your file, click the "Upload" button to complete the process

installation-sugarcrm-asterisk-integration-4


Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel

installation-sugarcrm-asterisk-integration-5


Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.

installation-sugarcrm-asterisk-integration-6


Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.


Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.


2. How to Activate sugarcrm Asterisk Module


After Successfully installation of Module, you need to Activate Module. Following steps describe activation process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Activation


sugarcrm-Activation-panel

Step 3 Fill the details And Click on update


sugarcrm-Activation-setting

Step 4: Sent Email to support@techextension and ask for activation key


Step 5: Enter Activation Key.


sugarcrm-Activation-activation-key

3. Admin User Configuration


After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.


Step 1: Go to Admin Panel


Step 2 : Go to sugarcrm Asterisk Configuration


sugarcrm-Activation-panel

Step 3 Enter CRM URL And SAVE


sugarcrm-Activation-crm-url

Step 4 Enter Your Asterisk Server Details By Step By Steps


Asterisk IP ( 192.168.1.3)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


sugarcrm-Activation-admin-user-setting

Steps 5 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save

Now Access CRM server using Putty or other ssh client .

(cd /custom/modules/Asterisk/AsteriskServer/AsteriskManager/ )


Edit This File AsteriskProperties.xml


< url>http://crmurl|< /url>


Here http://crmurl is same as your crm URL


Note : Do not remove | from ends its is used for our purpose.



sugarcrm-property-admin-user-setting-save

Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save

Now Run This Command in putty .



java -jar AsteriskSupport.jar



Asterisk

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk


If you get Following message. It is Successfully Integrated



Asterisk

Download Voip File



Download

Extract voip.zip file


Now Run This Command in putty .



pwd



It will Give you path


Asterisk


Put It in to voip file



Asterisk


Upload voip file in to /etc/init.d/



Give voip file permission to 755



Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )



Run This Command if you have Debain OS ( update-rc.d voip defaults )



Techextension add-on command



check status: ( service voip status )



Restart : ( service voip restart )



stop: ( service voip stop )



Start : ( service voip start )




3. End User Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : Go to User Panel


Step 2 : Fill appropriate Details as shown here



Sugar / SuiteCRM Asterisk Integration Add-on User Configuration.


sugarcrm-asterisk-end-user-setting

Step: 3 Save the User profile


If user does not get phone icon near phone fields


Go to crm root Folder. Like if you have crm files on www/html/crm than crm is your root folder.


Edit .htaccess file. Remove Restriction. It should be like this.


htaccess


5. How to UnInstall Using Module Loader


After a package has been installed into your Sugar instance, it can be removed if it is no longer needed. When uninstalled, the package will remove any available customizations to your instance from the file system and database.

To uninstall a package, perform the following steps:


Step 1: Navigate to Admin > Module Loader.


Step 2 : Locate the package you would like to uninstall in the Installed Packages panel.


Step 3 :Click the "Uninstall" button.

Note: If you do not see an Uninstall button next to your package, that means that it is either defined to be permanently installed or files for that package that are critical to performing the uninstall are missing from the file system.

uninstallation-sugarcrm-asterisk-integration-1


Step 4: If the package has added any database tables to your instance, you will see a selection whether to remove or retain the database tables. If the database tables include any information you would like to keep, select the "Do Not Remove Tables" option. An example of this would be if you are uninstalling a custom module, but will be reinstalling a new version of the same module. You would want to keep the data, but remove any files associated with the old module that will be replaced with the new package..


Step 5: Click "Commit" when you are ready to uninstall the package.

uninstallation-sugarcrm-asterisk-integration-2


Step 6: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the uninstall process..


Step 7: Click Back to Module Loader" when complete to return to Module Loader. If you do not need to uninstall any further packages, you can navigate to any other section of Sugar as need be. .

uninstallation-sugarcrm-asterisk-integration-3

Step 8: After the package has been uninstalled, it can be deleted from your instance via the Uploaded Packages panel.

uninstallation-sugarcrm-asterisk-integration-4

Supported CRM Version



SugarCRM Community Edition (CE)

SugarCRM Pro

SugarCRM Corporate

SugarCRM Ultimate

SugarCRM On Demand

SugarCRM Open Cloud (European On Demand)

SuiteCRM

SuiteCRM All Versions

SugarCRM Versions:

6.1.x    6.4.x    6.5.x    6.6.x    6.7.x



Supported IP PBX / Call Center Server



Asterisk

Elastix

FreePBX

Vicidial

Asterisknow

Other Asterisk Based Telephonic Server

Prerequisite



  • JRE 1.7 or higher version should be installed on sugarcrm or SuiteCRM Server.
  • Require CDR Event should be enable for Asterisk Server.
  • CDR_Event Should Be enable in Asterisk server.
  • Require port 9999 should be enable for CRM Server and port 5038 for Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
  • Supports sugarcrm all version and also all version of SuiteCRM.
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk and also crm folder before Installation.


Installation Steps




Create Account On Our Portal https://license.techextension.com/register.php

create-account


Log In after Creating account https://license.techextension.com/login.php

login_license


Add License

add_license


Generate License

genrate_license




Download module SugarCRM Version 6.X SugarCRM Version 6.X Download



Download SuiteCRM module SuiteCRM Download



For SugarCRM Version 7.X Admin need to create fields Manually From studio


User module

Data Type: TextField

phoneextension_c



user_field



user


call Module

Data Type: TextField

Field Name: call_source_c


Data Type: TextField

Field Name: call_duration_minute_c


Data Type: TextField

Field Name: call_entrysource_c


Data Type: URL

Field Name: record_c


Data Type: TextField

Field Name: call_destination_c


call_module_field



call_module_layout




1. How to Install Using Module Loader





After receiving the file that you would like to install, you must first upload it to your Sugar instance. To upload a file, follow the following steps:


Step 1: Go to Admin Panel

installation-sugarcrm-asterisk-integration-1


Step 2: Navigate to Admin > Module Loader

installation-sugarcrm-asterisk-integration-2


Step 3: Click the "Choose File" button in the Module Upload panel to open a file selection window from your browser.

installation-sugarcrm-asterisk-integration-3


Step 4: Select the file from your local computer.


Step 5: After you select your file, click the "Upload" button to complete the process

installation-sugarcrm-asterisk-integration-4


Step 6: After it has been uploaded, the package will show in the Uploaded Packages panel

installation-sugarcrm-asterisk-integration-5


Step 7: You will be brought to the installation screen to confirm that the packages should be installed, and to read and accept any license or read me documentation as needed. Click "Commit" when ready to run the installation.

installation-sugarcrm-asterisk-integration-6


Step 8: The next page will show a progress bar and a completion notice. If there are any errors, they will be displayed with a verbose explanation of what went wrong. If not, click "Display Log" to show what happened during the installation process.


Step 9: Click Back to Module Loader when complete to return to Module Loader. If you do not need to install any further packages, you can navigate to any other section of Sugar as need be.


2. Admin User Configuration


Download techextension.zip File For SugarCRM 7 and Above Version



Download


Download techextension.zip File For SugarCRM 6.X, SugarCRM CE and SuiteCRM All Version



Download

Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Activation of Module, you need to Admin User setting Module. Following steps describe Admin User Configuration process.



Step 1: Go to http://IP/techextension/AsteriskSupport/


Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration


Step 5 Enter Your Asterisk Server Details By Step By Steps


asterisk-admin-configuration

Asterisk IP ( 192.168.1.3)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


Steps 6 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save


Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )


Edit This File AsteriskProperties.xml


< url>http://techextensionurl|< /url>


Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100


Note : Do not remove | from ends its is used for our purpose.



sugarcrm-property-admin-user-setting-save

Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save

Now Open configuration.php .


Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml



Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk

Now Open crmconfig.php .


Enter ( $crmurl, $username, $password) .



Here $crmurl is CRM URL



Here $username is admin Username of CRM



Here $password is admin password



sugarcrmconfig

Now Run This Command in putty .



java -jar AsteriskSupport.jar



Asterisk

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk


If you get Following message. It is Successfully Integrated



Asterisk

Download Voip File



Download

Extract voip.zip file


Now Run This Command in putty .



pwd



It will Give you path


Asterisk


Put It in to voip file



Asterisk


Upload voip file in to /etc/init.d/



Give voip file permission to 755



Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )



Run This Command if you have Debain OS ( update-rc.d voip defaults )



Techextension add-on command



check status: ( service voip status )



Restart : ( service voip restart )



stop: ( service voip stop )



Start : ( service voip start )




3. End User CRM Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : Go to User Panel


Step 2 : Fill appropriate Details as shown here


sugarcrm Asterisk Integration Add-on User Configuration.


crm-user-techextension-configuration

Step: 3 Save the User profile


5. End User Chrome Extension Configuration


Go to chrome web store




Configure Chrome Extension



chrome-webstoe

Click on Phone Icon It will open following Set up window .


configuration-sugarcrm-extension

Fill Informatin and Click on Set-up. It will open following window.


chrome-sugarcrm-configuration

User need to fill following details and save configuration. .



chrome-sugarcrm-configuration-details

Prerequisite



  • JRE 1.7 or higher version should be installed on VtigerCRM Server.
  • Require CDR Event should be enable for Asterisk Server.
  • CDR_Event Should Be enable in Asterisk server.
  • Require port 9999 should be enable for CRM Server and port 5038 for Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
  • Supports all version of VtigerCRM.
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk and also crm folder before Installation.


Installation Steps



Create Account On Our Portal https://license.techextension.com/register.php

create-account


Log In after Creating account https://license.techextension.com/login.php

login_license


Add License

add_license


Generate License

genrate_license





1. Server Configuration


Download techextension.zip File For Vtiger



Download



Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.



Step 1: Go to http://IP/techextension/AsteriskSupport/


Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration


Step 5 Enter Your Asterisk Server Details By Step By Steps


asterisk-admin-configuration

Asterisk IP ( 192.168.1.3)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


Steps 6 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save


Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )


Edit This File AsteriskProperties.xml


< url>http://techextensionurl|< /url>


Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100


Note : Do not remove | from ends its is used for our purpose.



sugarcrm-property-admin-user-setting-save

Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save

Now Open configuration.php .


Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml



Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk

Now Open crmconfig.php .


Enter ( $crmurl, $userName, $userAccessKey) .



Here $crmurl is CRM URL



Here $userName is admin Username of CRM



Here $userAccessKey is admin AccessKey in admin preference



vtigercrmconfig

Now Run This Command in putty .



java -jar AsteriskSupport.jar



Asterisk

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk


If you get Following message. It is Successfully Integrated



Asterisk

Download Voip File



Download

Extract voip.zip file


Now Run This Command in putty .



pwd



It will Give you path


Asterisk


Put It in to voip file



Asterisk


Upload voip file in to /etc/init.d/



Give voip file permission to 755



Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )



Run This Command if you have Debain OS ( update-rc.d voip defaults )



Techextension add-on command



check status: ( service voip status )



Restart : ( service voip restart )



stop: ( service voip stop )



Start : ( service voip start )




2. End User CRM Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : Go to User Panel ( My preference in CRM )


Step 2 : Fill appropriate Details as shown here


VtigerCRM Asterisk Integration Add-on User Configuration.


crm-user-techextension-configuration

Step: 3 Save the User profile


5. End User Chrome Extension Configuration


Go to chrome web store




Configure Chrome Extension



chrome-webstoe

Click on Phone Icon It will open following Set up window .


configuration-sugarcrm-extension

Fill Informatin and Click on Set-up. It will open following window.


chrome-sugarcrm-configuration

User need to fill following details and save configuration. .



chrome-sugarcrm-configuration-details

Prerequisite



  • JRE 1.7 or higher version should be installed on Asterisk PBX Server.
  • Require CDR Event should be enable for Asterisk Server.
  • CDR_Event Should Be enable in Asterisk server.
  • Require port 9999 should be enable for CRM Server and port 5038 for Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
  • Supports all version of Sales force .
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk before Installation.


Installation Steps



Create Account On Our Portal https://license.techextension.com/register.php

create-account


Log In after Creating account https://license.techextension.com/login.php

login_license


Add License

add_license


Generate License

genrate_license





1. Server Configuration


Open This URL In sales force

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t900000002Zgd

Log In and install Module


salesforcecrmmodule



Download techextension.zip File For Salesfoce



Download



Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.



Step 1: Go to http://IP/techextension/AsteriskSupport/


Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration


Step 5 Enter Your Asterisk Server Details By Step By Steps


asterisk-admin-configuration

Asterisk IP ( 192.168.1.100)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


Steps 6 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save


Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )


Edit This File AsteriskProperties.xml


< url>http://techextensionurl|< /url>


Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100


Note : Do not remove | from ends its is used for our purpose.



sugarcrm-property-admin-user-setting-save

Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save

Now Open configuration.php .


Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml



Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk

Now Open crmconfig.php .


Enter ( $crmurl, $userName, $userAccessKey) .



Here $crmurl is CRM URL



Here $username is admin Username of CRM



Here $password is admin Password of CRM



Here $securityToken is admin SecurityToken in admin preference



salesforcecrmconfig

Now Run This Command in putty .



java -jar AsteriskSupport.jar



Asterisk

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk


If you get Following message. It is Successfully Integrated



Asterisk

Download Voip File



Download

Extract voip.zip file


Now Run This Command in putty .



pwd



It will Give you path


Asterisk


Put It in to voip file



Asterisk


Upload voip file in to /etc/init.d/



Give voip file permission to 755



Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )



Run This Command if you have Debain OS ( update-rc.d voip defaults )



Techextension add-on command



check status: ( service voip status )



Restart : ( service voip restart )



stop: ( service voip stop )



Start : ( service voip start )




2. End User CRM Configuration


After Successfully Admin User Configuration of Module, you need to End User setting Module. Following steps describe End User Configuration process.


Step 1 : LogIn In to CRM


Step 2 : Go to SetUp



crm-user-techextension-configuration

Step: 3 Click on Personal Information.


crm-user-techextension-configuration

Step: 4 Edit User profile.


Step: 5 Save the User profile



crm-user-techextension-configuration

Step 6. End User Chrome Extension Configuration




Go to chrome web store




Configure Chrome Extension



chrome-webstoe

Click on Phone Icon It will open following Set up window .


configuration-sugarcrm-extension

Fill Informatin and Click on Set-up. It will open following window.


chrome-sugarcrm-configuration

User need to fill following details and save configuration. .



chrome-sugarcrm-configuration-details

Prerequisite



  • JRE 1.7 or higher version should be installed on Asterisk PBX Server.
  • Require CDR Event should be enable for Asterisk Server.
  • CDR_Event Should Be enable in Asterisk server.
  • Require port 9999 should be enable for CRM Server and port 5038 for Asterisk Server.
  • Supports Asterisk, Elastix, FreePBX, vicidial, PBX in a Flash, asterisknow, xorcom, asterisk pbx, fonality, trixbox or Asterisk Based Telephonic Server.
  • Supports all version of Agile CRM .
  • Support Soft phone or Sip based hard Phone.
  • There should be connectivity between CRM and Asterisk server.
  • Please make back up of data of crm and asterisk before Installation.


Installation Steps



Create Account On Our Portal https://license.techextension.com/register.php

create-account


Log In after Creating account https://license.techextension.com/login.php

login_license


Add License

add_license


Generate License

genrate_license





1. Server Configuration



Download techextension.zip File For Agile CRM



Download



Upload techextension.zip on public web folder on server and extract it ( Example : /var/www/html/techextension or htdocs/techextension ) So web URL Like http://192.168.1.100/techextension ) than follow the steps

After Successfully Upload techextension folder on server, you need to Admin User setting Module. Following steps describe Admin User Configuration process.



Step 1: Go to http://IP/techextension/AsteriskSupport/


Step 2 :Fill sign up form with login name and desire password

Step 3 Login in ( http://IP/techextension/AsteriskSupport/)

Step 4 Do Configuration


Step 5 Enter Your Asterisk Server Details By Step By Steps


asterisk-admin-configuration

Asterisk IP ( 192.168.1.100)


UserName : Asterisk server Admin Manager User Name


Password : Asterisk server Admin Manager Password


Internal Channel: SIP


External Channel: DAHDI


You will find Asterisk server Admin Manager User Name and password from /etc/asterisk/manager.conf


sugarcrm-Activation-admin-user-setting

Make sure that your CRM server IP have access to your asterisk pbx server AMI. Check permit and deny setting in manager.conf


After changes in file Restart Asterisk PBX. ( command : /etc/init.d/asterisk restart )


Steps 6 Please Save the Configuration and create Following Panel


sugarcrm-Activation-admin-user-setting-save


Now Access server using Putty or other ssh client and Go to techextension Folder .

(cd /techextension/AsteriskSupport/ )


Edit This File AsteriskProperties.xml


< url>http://techextensionurl|< /url>


Here http://techextensionurl is same as your add-on URL If you have URL like http://192.168.1.100/techextension than URL should be http://192.168.1.100


Note : Do not remove | from ends its is used for our purpose.



sugarcrm-property-admin-user-setting-save

Now Check Once again all setting .


sugarcrm-property-admin-user-setting-save

Now Open configuration.php .


Enter same IP of Asterisk ( $asteriskip) entered in AsteriskProperties.xml



Enter same IP of Server ($serverip) which is techextension folder server IP



configurationasterisk

Now Open /CurlLib/curlwrap_v2.php .


Enter ( AGILE_DOMAIN, OWNERID, AGILE_USER_EMAIL,AGILE_REST_API_KEY) .



Here AGILE_DOMAIN is CRM URL ( Like techextension.agilecrm.com ) Here AGILE_DOMAIN is techextension



Here OWNERID is OWNERID of of CRM's admin



Here AGILE_USER_EMAIL is email address of CRM's Admin



Here AGILE_REST_API_KEY is admin AGILE_REST_API_KEY



agilecrmconfig

Now Run This Command in putty .



java -jar AsteriskSupport.jar



Asterisk

If you get Following message. Check AMI ( Asterisk Manger interface ) User name and Password set on previous above steps



Asterisk


If you get Following message. It is Successfully Integrated



Asterisk

Download Voip File



Download

Extract voip.zip file


Now Run This Command in putty .



pwd



It will Give you path


Asterisk


Put It in to voip file



Asterisk


Upload voip file in to /etc/init.d/



Give voip file permission to 755



Run This Command if you have CentOS ( chkconfig voip on && chkconfig --list )



Run This Command if you have Debain OS ( update-rc.d voip defaults )



Techextension add-on command



check status: ( service voip status )



Restart : ( service voip restart )



stop: ( service voip stop )



Start : ( service voip start )




2. End User CRM Configuration

End User Chrome Extension Configuration




Go to chrome web store




Configure Chrome Extension



chrome-webstoe

Click on Phone Icon It will open following Set up window .


configuration-sugarcrm-extension

Fill Informatin and Click on Set-up. It will open following window.


chrome-sugarcrm-configuration

User need to fill following details and save configuration. .



chrome-sugarcrm-configuration-details