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• LDAP and Users Unable to login

  Support May 4th, 2020 @ 7:54 pm
  

  And sorry, answer to your last question. There's no real setting changes for the user other than LDAP when we have it turned on. Everything else is fairly default.

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• LDAP and Users Unable to login

  Support May 4th, 2020 @ 7:54 pm
  

  Sounds good. We weren't trying to "compare" as much as I wanted you to know that we're not just throwing non-sense at you is all.

  I realize you doubt that, but if you use the same platform with the same token, that token is invalidated using the oauth2 login.

  Sugar confirmed that the following code from your file sudoLogin-chooseuser.js (Line 107):
              app.api.call('create', app.api.buildURL('oauth2/sudo/'+userName), {}, {

  This call will invalidate the authentication token for user "userName". They would need to login again.

  If you add a custom platform in here, call it "sudologin" or whatever. This won't happen. If you don't specify a platform it will default to "base", which is what is used to login with Sugar.

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• LDAP and Users Unable to login

  Support May 4th, 2020 @ 1:23 am
  

  I understand and we can login to some accounts without issue but there are issues with some accounts. This isn’t relegated to just LDAP. After discussions with Sugar Support (and we are an Advanced Partner with certified developers on staff), it does appear the platform specification in the API call is missing. This would explain the inconsistent behaviour we are seeing.

  We can make the adjustments ourselves, but it’s probably best that comes on your end for others.

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• LDAP and Users Unable to login

  Support May 1st, 2020 @ 1:48 pm
  

  Hi there,

  Sugar Support and ourselves have both confirmed it’s not related to LDAP. We can re-create the issue without LDAP.

  Look, we are trying to help. You need to add an alternative platform during your Rest calls.

  I unfortunately don’t have an LDAP server for you to use but as mentioned we’ve not only investigated it ourselves, we confirmed it with Sugar Support.

  We reviewed your code and saw that issue. Here is a link to platforms, it can be easily added:
  https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_9.3/Architecture/Extensions/Platforms/

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• Scheduler

  Support April 30th, 2020 @ 8:29 pm
  

  Hi there - do you have an update on this? We’ve sent some emails to support and haven’t heard back. We were told a scheduler should be ready by end of February.

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• LDAP and Users Unable to login

  Support April 27th, 2020 @ 10:57 pm
  

  Hi there,

  We've been doing some digging including contacting Sugar Support. There is one area I believe may have caused a user to be logged out. We saw that you're using the oauth endpoint in the code. There is a thought that maybe the "platform" specification may be causing the user to be logged out based on this comment from Sugar Support:

  One thing to be mindful of is that you are passing a unique "platform" with the sudo request, otherwise it will default to "base" which is the one a user will use when navigating Sugar using a Browser. If your API request is also using Platform "base" or if this parameter is left blank (it will default to "base") at which time it would invalidate any tokens the User may have and they will be logged out from the application.

  Could this potentially be part of the issue?

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• LDAP and Users Unable to login

  Support April 22nd, 2020 @ 2:19 pm
  

  I'm not honestly willing to do it as it does impact users. While I appreciate it's worked for 10-years, Sugar has changed drastically and even more so with SugarIdentity.

  Are you able to configure an LDAP server and run some tests with your code? I'm not interested in doing testing until we know it's been proven to work. There are a number of online LDAP options you can use to do this. If not, we'll need to review other add-on's. Not a big deal, just need to know the direction you're going to go with this.

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• LDAP and Users Unable to login

  Support April 21st, 2020 @ 9:48 pm
  

  Hi there, sorry here is more information:
  1. Admin is not the same user computer as the user.
  2. It is on-premise.
  3. System is configured to use external auth but the admin user in this case was not external auth. The user is external auth.
  4. We have used LDAP with this client for over 5 years, it's synchronizing just fine with LDAP.
  5. We've had zero issues with LDAP configuration until installing the plugin in production and seeing this effect.
  6. This problem is reproducible, we had 5 users affected by it and immediately stopped using it. This is not a small deployment.

  I'm hoping I misunderstood your comment about "we barely test all of them". Either way, we need a plugin that is compatible with LDAP and external auth. Totally fine if you can't just say so.

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• LDAP and Users Unable to login

  Support April 21st, 2020 @ 7:39 pm
  

  Hi there,

  Version is 9.0.3.

  The changes we did were to update settings for their Dashboard. Each time we login as a user and then log out, we get reports that the user can no longer log back in.

  The only way for them to log back in is through a hard reset on cache for their browser. It's definitely caching it somehow.

  Is this something you can revisit with LDAP or do we need to look at another option?

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• Non-Administrators

  Support February 21st, 2020 @ 12:01 am
  

  • Type of user: I think an ideal way of managing this would be to apply a Role to a user and then they would have the capability from a permissions perspective.
  • I think that should address some of your questions around manage people, report to...etc
  • Actions are not logged, but good suggestion, having logging would be a good thing.

  We're a Sugar Partner - we have many customers on demand and on premise with various flavours but mostly Sugar 9 +. Happy to provide suggestions.

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• Scheduler

  Support January 27th, 2020 @ 6:49 pm
  

  Hi there - just following up on this request. We need direction to make this automatic.

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• Deploying Filters to Dashboards

  Support October 16th, 2019 @ 9:14 pm
  

  I think Dashboard Manager is what we're after. Thanks.

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• View problem

  Support June 25th, 2019 @ 3:48 pm
  

  Hi Marine,

  You will need to shorten the length of the label of your sales stage to have it fit within the columns.

  -Eligeo

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• visual sales pipeline

  Support April 18th, 2019 @ 2:10 pm
  

  Hi there,

  You are allowed to install the visual sales pipeline on a named instance as well as any development/sandbox environments. So you're good to go based on your question!

  Thanks for checking!

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• Simple Text SMS Messenger by eligeo

  Support January 24th, 2019 @ 8:23 pm
  

  Hi Pete,
  It does say it's compatible with Professional but under the process author pieces you'll see we mention Sugar Enterprise is required for workflow. We'll try and make it more clear though so that doesn't happen again.

  We can get you a cost, we'll need requirements though. I'll have someone from our sales team reach out to you directly!

  Take care!

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• Simple Text SMS Messenger by eligeo

  Support January 23rd, 2019 @ 2:04 pm
  

  Pete,

  The plugin can have “workflows” in Sugar Professional but it’s not as elegant as using the Process Author. In order to do it with Pro you would need to have a developer create a logic hook inside of your instance of Sugar.

  The legacy workflow management tool in Professional can do some things but it’s expected to be removed from Sugar at some point.

  The diagram on the main page and instructions for the workflow is based on the process author functionality in Sugar Enterprise.

  As for dashlets, there’s only a dashlet for the account record view because it detects phone numbers on that page. We haven’t built one for the homepage but will consider it as an option for a future update.

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• Viewing SMS Replies

  Support June 21st, 2018 @ 3:42 pm
  

  It doesn't offer response actions. They use links to send the user to a survey with a URL or any other type of web page. You can use a service like www.bit.ly to shorten the URL in the text message.

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• Viewing SMS Replies

  Support June 20th, 2018 @ 9:23 pm
  

  Hi Melody,

  Congratulations on your first text message out of Sugar! Right now, our plugin is only capable of one way messaging. It's on our roadmap to include the ability to pull messages back into Sugar from Twilio but we're not quite there yet. The original use cases we were targeting were appointment reminders, surveys, check-in's...etc.

  -Derek

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