Creating and editing a SugarCRM endpoint

SugarCRM endpoints contain the connection information that studio and the Integration Appliance use to connect to the SugarCRM Server. You can create multiple endpoints that refer to separate instances.

About this task

Use this task to create or edit a SugarCRM endpoint.
Note:
Any changes you make to the SugarCRM endpoint, including configuration properties, affects all the orchestrations that use that endpoint, as the edits are global, not local.

Procedure

  1. Drag an activity from the SugarCRM folder under the Activities tab to the Orchestration window. The Summary panel is displayed.
  2. Click Pick Endpoint from the Checklist. The Pick Endpoint panel is displayed.
  3. Click one of the following buttons:
    1. Browse - To select an existing endpoint from Project Explorer. The Project Explorer shows all the endpoints in the project available for the activity. When you select an endpoint, the endpoint properties are displayed in the Pick Endpoint panel.
    2. New - To create a new endpoint. The Create Endpoint window opens.
    3. Edit - To edit the existing endpoint. The Edit Endpoint window opens.
  4. Complete the fields defined in the following table:
    Table 1. Connection Details
    Field Name Description
    Connection Details
    SugarCRM URL Specify the SOAP URL of your SugarCRM instance. For example, http:/<sugar-server>/<sugar-path>/soap.php.
    User Name Specifies the user name to connect to the SugarCRM server.
    Password Specifies the password associated with the user name to connect to the SugarCRM server.
    Application Name Indicates the name of the application used. The application name is populated automatically as sugarCRM.
    Version Indicates the version of the application used. The version number is populated automatically as 2.0.
  5. When finished, click Test Connection to confirm that you can connect to the SugarCRM system.
  6. Click OK.



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Timestamp icon Last updated: Tuesday, 27 September 2016


http://pic.dhe.ibm.com/infocenter/wci/v7r0m0/topic/com.ibm.wci.doc/SugarCRM_creating_an_endpoint_activity.html