This comprehensive course provides system administrators with the skills and best practices to administer Sugar for optimum results. Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed to set up, configure, maintain, and customize Sugar. This course is designed for both on-demand and on-premise administrators, and is offered in two formats: Online and Classroom training. The course can also be taken "A-la-Carte" by choosing any of the Administrator Fundamental Tracks or individual sections of the Admin Fundamentals training.
Audience: Administrators
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online and Classroom Training
Schedule: SugarCRM Course Schedule
Objectives
This course will enable you to:
- Configure system settings
- Add logos to your Sugar system and quotes
- Implement users, teams and roles
- Password Settings
- Perform basic customizations using Studio
- Configure email settings
- Create workflows
- Tracker Settings
- Connector Settings
Course Outline
1. Course Introduction
2. Administrator Getting Started
- Navigate the Sugar Admin page
- Configure common system settings
- Add your company logo to your Sugar system
- Module Loader
3. Implementing Users, Teams and Roles (A-la-Carte Course)
- Understand user types, create, edit, activate, deactivate and reassign users in Sugar
- Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices
- Define role characteristics, create roles and set privileges, duplicate
4. Password Settings (A-la-Carte Course)
- Set Password Requirements
- Edit Email Templates
- Set Link Expiration
- Manage User-Generated Password Expiration
- Edit Login Lockout
- Enable Captcha Validation
5. Using Sugar Studio (A-la-Carte Course)
- Perform basic customizations to the screen layout of a given module
- Create custom fields for a given module
- Edit dropdown values for a standard field or a custom field
- Restore to a previous version of a screen layout
6. Using Module Builder (A-la-Carte Course)
- Understand Module Packages
- Develop Custom Modules
- Manage custom fields
- Create Module relationships
- Organiza module layouts
- Deploy modules
7. Configuring Email Settings
- Schedulers
- Configure inbound email settings for a personal mailbox
- Configure inbound email settings for a group mailbox
- Configure outbound email settings for system notifications
- Configure outbound email settings for a user
- Manage email queue
- Considerations for email campaigns
8. Creating Effective Workflows (A-la-Carte Course)
- Understand when to use Sugar workflow
- Configure your system to enable workflows
- Utilize the Sugar workflow components such as conditions and alerts
9. Tracker Settings
- Understand Trackers
- Configure the Tracker Home Page
- Create Tracker Reports
- Configure Tracker Settings
10. Connector Settings
- Set Connector Properties for Hoover, Jigzaw, ZoomInfo, Linked In
- Enable Connectors
- Map Connector Fields
- Manage Connector Searches
11. Review and Conclusion
- Certificate of Completion will be provided upon course completion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
