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/<module>/config GET Overview Retrieves the config settings for a given module. Summary This endpoint is normally used for the forecasting module. Request Arguments This endpoint does not accept any request arguments. Response Arguments Name Type Description <config field> <config field type> The list of config fields will be returned. Response { "is_setup":1, "is_upgrade":0, "has_commits":1, "timeperiod_type":"chronological", "timeperiod_interval":"Annual", "timeperiod_leaf_interval":"Quarter", "timeperiod_start_date":"2013-01-01", "timeperiod_shown_forward":2,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/moduleconfig_GET/index.html
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"timeperiod_shown_forward":2, "timeperiod_shown_backward":2, "forecast_ranges":"show_binary", "buckets_dom":"commit_stage_binary_dom", "show_binary_ranges":{ "include":{ "min":70, "max":100 }, "exclude":{ "min":0, "max":69 } }, "show_buckets_ranges":{ "include":{ "min":85, "max":100 }, "upside":{ "min":70, "max":84 }, "exclude":{ "min":0, "max":69 } },
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/moduleconfig_GET/index.html
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"min":0, "max":69 } }, "show_custom_buckets_ranges":{ "include":{ "min":85, "max":100 }, "upside":{ "min":70, "max":84 }, "exclude":{ "min":0, "max":69 } }, "sales_stage_won":[ "Closed Won" ], "sales_stage_lost":[ "Closed Lost" ], "show_worksheet_likely":1, "show_worksheet_best":1, "show_worksheet_worst":0, "show_projected_likely":1,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/moduleconfig_GET/index.html
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"show_projected_likely":1, "show_projected_best":1, "show_projected_worst":0, "show_forecasts_commit_warnings":1 } Change Log Version Change v10 Added /<module>/config GET endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/moduleconfig_GET/index.html
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/OutboundEmail POST Overview Create a new OutboundEmail configuration to use to send emails over SMTP. Summary Each configuration that is created is validated first by attempting to connect to the server. Request Arguments Name Type Description Required name String The display name of the configuration. True mail_sendtype String Only SMTP is supported. This field is defaulted to smtp. False mail_smtptype String The email provider through which emails are sent. This is merely a convenience which allows for prepopulating data in the UI. Possible values are: google, exchange, outlook, other. other is the default. False mail_smtpserver
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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False mail_smtpserver String The address of the SMTP server. True mail_smtpport Integer The port on which to connect to the SMTP server. The default is 465, which assumes you are using SSL. False mail_smtpuser String The username for authenticating with the SMTP server. It is only required if mail_smtpauth_req is true. False mail_smtppass String The password for authenticating with the SMTP server. It is only required if mail_smtpauth_req is true. False
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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true. False mail_smtpauth_req Boolean Indicates whether or not the SMTP server requires authentication. The default is false. False mail_smtpssl String The encryption protocol used for connecting to the SMTP server. "0" represents no encryption. "1" represents SSL. "2" represents TLS. The default is SSL. False Request { "name": "My Exchange Account", "mail_smtptype": "exchange", "mail_smtpserver": "smtp.example.com", "mail_smtpport": 465, "mail_smtpuser": "[email protected]",
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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"mail_smtpuser": "[email protected]", "mail_smtppass": "P@55w0rd", "mail_smtpauth_req": true, "mail_smtpssl": "1" } Response Arguments Name Type Description name String The display name of the configuration. type String Only user configuration may be created using this endpoint, so user will always be returned. system and system-override configurations are always created by the application. user_id String The current user's ID. The current user may only create configurations for himself or herself. mail_sendtype String
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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mail_sendtype String Only SMTP is supported, so smtp will always be returned. mail_smtptype String The email provider through which emails are sent. Possible values are: google, exchange, outlook, other. mail_smtpserver String The address of the SMTP server. mail_smtpport Integer The port on which to connect to the SMTP server. mail_smtpuser String The username for authenticating with the SMTP server. mail_smtppass Boolean Indicates whether or not a password exists. true is returned for this field when a password does
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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exist. This field is not included in the response when a password does not exist. mail_smtpauth_req Boolean Indicates whether or not the SMTP server requires authentication. mail_smtpssl String The encryption protocol used for connecting to the SMTP server. Response { "id": "e04ce998-960e-11e6-8628-3c15c2d582c6", "name": "My Exchange Account", "type": "user", "user_id": "e91b1fa7-1bd8-3c71-be96-512e643f9ca4", "mail_sendtype": "smtp", "mail_smtptype": "exchange",
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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"mail_smtptype": "exchange", "mail_smtpserver": "smtp.example.com", "mail_smtpport": 465, "mail_smtpuser": "[email protected]", "mail_smtppass": true, "mail_smtpauth_req": true, "mail_smtpssl": "1", "deleted": false, "my_favorite": false, "_acl": { "fields": {} }, "_module": "OutboundEmail" } Change Log Version Change v10 Added /OutboundEmail POST endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/OutboundEmail_POST/index.html
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/Emails/:record/link POST Overview Creates a relationship to a pre-existing email. Summary Cannot link existing Notes records as attachments (link: attachments) and existing EmailParticipants records as a sender (link: from) or recipients(links: to, cc, bcc). All other operations described in Relate Record API are supported. Change Log Version Change v10 Added /Emails/:record/link POST endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/Emailsrecordlink_POST/index.html
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/Administration/packages/:id/enable GET Overview [ADMIN] PackageManager enable a package. Summary Enable the specified package. Package id hash must be provided. Package id could be found in installed package list. Response Returns http status 200 OK and enabled package ID if request is successful. { "id": "56365210-4cce-11ea-a7bf-acde48001122" } Otherwise returns http status 4xx with errors. { "error": "not_found", "error_message": "Could not find package by ID." } Change Log Version Change v11.8 Added /Administration/packages/:id/enable GET endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/Administrationpackagesidenable_GET/index.html
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/<module>/:record/path GET Overview Retrieves all parents of selected record. Request Arguments Name Type Description Required module String The name of sugar module that contains a nested set data and implements the NestedSetInterface. True :record String The ID of record True Response Arguments This endpoint does not return any response arguments. Response [{ "id": "045c03b9-327b-11e4-818b-5404a67f3363", "name": "Audit", "date_entered": null, "date_modified": null, "modified_user_id": null, "created_by": null,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/modulerecordpath_GET/index.html
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"modified_user_id": null, "created_by": null, "description": null, "deleted": "0", "source_id": null, "source_type": null, "source_meta": null, "root": "935d3e07-327a-11e4-818b-5404a67f3363", "lft": "10", "rgt": "19", "level": "1" }, { "id": "045c1de6-327b-11e4-818b-5404a67f3363", "name": "Financial", "date_entered": null, "date_modified": null, "modified_user_id": null,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/modulerecordpath_GET/index.html
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"date_modified": null, "modified_user_id": null, "created_by": null, "description": null, "deleted": "0", "source_id": null, "source_type": null, "source_meta": null, "root": "935d3e07-327a-11e4-818b-5404a67f3363", "lft": "11", "rgt": "14", "level": "2" }] Change Log Version Change v10 Added /<module>/:record/path GET endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/modulerecordpath_GET/index.html
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/Forecasts/enum/selectedTimePeriod GET ForecastsApi Timeperiod filter info Summary: This returns the timeperiods with respect to the forward/backward options selected. For example, if we elect to use quarterly timeperiods and 2 forward and 2 backward timeperiod intervals are set, then 5 years worth of timeperiods will be returned (2 backward + current + 2 forward). Query Parameters: Param Description Optional This endpoint does not accept any parameters. Input Example: Output Example: { "d181230a-a7e0-3176-d10f-50f8530a51ce" : "Q1 (01/01/2012 - 03/31/2012)",
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/ForecastsenumselectedTimePeriod_GET/index.html
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"d2bc58ef-21c4-27d5-e416-50f853db29f9" : "Q2 (04/01/2012 - 06/30/2012)", "d3db853e-94d6-b5ac-98af-50f8530689be" : "Q3 (07/01/2012 - 09/30/2012)", "d519f521-5303-1cfc-24f5-50f8537f5b54" : "Q4 (10/01/2012 - 12/31/2012)", "dcc2885a-5889-ea75-84c8-50f853d1a5ba" : "Q1 (01/01/2013 - 03/31/2013)",
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/ForecastsenumselectedTimePeriod_GET/index.html
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"ddc24224-c6c9-04aa-7869-50f853db2ea2" : "Q2 (04/01/2013 - 06/30/2013)", "deadcfd3-41ed-5f6b-ce5b-50f853de6ef6" : "Q3 (07/01/2013 - 09/30/2013)", "dfaa3724-6295-8ddb-6d14-50f853047fcc" : "Q4 (10/01/2013 - 12/31/2013)", "e1ceee19-c8dd-afdd-e797-50f8538d900a" : "Q1 (01/01/2014 - 03/31/2014)",
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/ForecastsenumselectedTimePeriod_GET/index.html
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"e307594a-c12a-6be6-74b7-50f85351c574" : "Q2 (04/01/2014 - 06/30/2014)", "e469239c-3f71-a48e-cda1-50f853214b6a" : "Q3 (07/01/2014 - 09/30/2014)", "e57f4889-cefd-4356-6d82-50f85350decd" : "Q4 (10/01/2014 - 12/31/2014)" } Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/ForecastsenumselectedTimePeriod_GET/index.html
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/theme POST Overview Updates the variables.less (less file containing customizable vars in the theme folder) with the set of variables passed as arguments. Request Arguments Name Type Description Required platform String The theme platform - /themes/clients/***PLATFORM***/themeName/. Accepted values are 'base' and 'portal'. True themeName String The theme name - /themes/clients/platform/***THEMENAME***/. True <theme variable> String The variables of the theme False Request { platform:'portal', themeName:'default', primary:'default', secondary:'#aaaaaa', primaryBtn:'#bbbbbb', } Response Arguments Name Type Description <css path> String
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/theme_POST/index.html
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Name Type Description <css path> String Returns the path of the new bootstrap.css file. Response "http:\/\/sugarcrm\/cache\/themes\/clients\/base\/default\/6a031485bf5239b9462e4aaba72a4646.css" Change Log Version Change v10 Added /<theme> POST endpoint. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Endpoints/theme_POST/index.html
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Extending Endpoints Overview How to add your own custom endpoints to the REST API. Custom Endpoints With the REST architecture, you can easily define your own endpoint. All custom global endpoints will be located in ./custom/clients/<client>/api/. All custom endpoints specific to a module will be located in ./custom/modules/<module>/clients/<client>/api/. Note: The Sugar application client type is "base". More information on the various client types can be found in the Clients section. Defining New Endpoints
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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Defining New Endpoints The endpoint class will be created in ./custom/clients/<client>/api/ and will extend SugarApi. Within this class, you will need to implement a registerApiRest() function that will define your endpoint paths. When creating a new endpoint, please note that the file name must match the class name for the endpoint definitions. The example below demonstrates creating a GET endpoint. ./custom/clients/base/api/MyEndpointsApi.php <?php if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point'); class MyEndpointsApi extends SugarApi { public function registerApiRest() { return array( //GET 'MyGetEndpoint' => array( //request type 'reqType' => 'GET', //set authentication
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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//request type 'reqType' => 'GET', //set authentication 'noLoginRequired' => false, //endpoint path 'path' => array('MyEndpoint', 'GetExample', '?'), //endpoint variables 'pathVars' => array('', '', 'data'), //method to call 'method' => 'MyGetMethod', //short help string to be displayed in the help documentation 'shortHelp' => 'An example of a GET endpoint', //long help to be displayed in the help documentation 'longHelp' => 'custom/clients/base/api/help/MyEndPoint_MyGetEndPoint_help.html', ), ); } /** * Method to be used for my MyEndpoint/GetExample endpoint */
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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* Method to be used for my MyEndpoint/GetExample endpoint */ public function MyGetMethod($api, $args) { //custom logic return $args; } } ?> Note: The file name must match the class name for the endpoint definitions. Given the example above, a class name of MyEndpointsApi must be created as MyEndpointsApi.php. registerApiRest() Method Your extended class will contain two methods. The first method is registerApiRest() which will return an array that defines your REST endpoints. Each endpoint will need the following properties: Name Type Description reqType Array | String An array of one or many request types of the endpoint. Possible values are: GET, PUT, POST and DELETE. noLoginRequired Boolean
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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noLoginRequired Boolean Determines whether the endpoint is authenticated. Setting this value to true will remove the authentication requirement. path Array The endpoint path. An endpoint path of: 'path' => array('MyEndpoint', 'GetExample'), Will equate to the URL path of http://{site url}/rest/{REST VERSION}/MyEndpoint/GetExample. To pass in a variable string to your endpoint, you will add a path of '?'. This will allow you to pass URL data to your selected method given that it is specified in the pathVars. pathVars Array The path variables. For each path on your endpoint, you can opt to pass its value in as a parameter to your selected method. An empty path variable will ignore the path. Example: 'path' => array('MyEndpoint', 'GetExample', '?'),
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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'path' => array('MyEndpoint', 'GetExample', '?'), 'pathVars' => array('', '', 'data'), The above will pass information to your selected method as the $args parameter when calling http://{site url}/rest/{REST VERSION}/MyEndpoint/GetExample/MyData method String The method to pass the pathVars to. This can be named anything you choose and will be located in your SugarApi extended class. shortHelp String A short help string for developers when looking at the help documentation. longHelp String Path to a long help file. This file will be loaded when a user clicks an endpoint from the help documentation. minVersion Integer The minimum API Version this endpoint can be used with. See Scoring Section below.  maxVersion IntegerÂ
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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maxVersion Integer  The maximum API Version this endpoint can be used with. See Scoring Section below.  extraScore Integer  Add an extra score value to the Scoring of this endpoint, to place priority on its usage. See Scoring Section below. Endpoint Method The second method can be named anything you choose but it is important to note that it will need to match the name of the method you specified for your endpoint. This method will require the parameters $api and $args. The MyGetMethod() in the example above will be used when the endpoint MyEndpoint/GetExample is called. Any path variables, query string parameters or posted data will be available in the $args parameter for you to work with. public function MyEndpointMethod($api, $args) { //logic return $returnData; } Help Documentation
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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{ //logic return $returnData; } Help Documentation The final step once you have your endpoint working is to document it. This file can reside anywhere in the system and will be referenced in your endpoints longHelp property. An example of the help documentation can be found below: custom/clients/base/api/help/MyEndPoint_MyGetEndPoint_help.html <h2>Overview</h2> <span class="lead"> A custom GET endpoint. Returns the $args parameter that is passed to the endpoint method. </span> <h2>Path Variables</h2> <table class="table table-hover"> <thead> <tr> <th>Name</th> <th>Description</th> </tr> </thead> <tbody>
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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</tr> </thead> <tbody> <tr> <td> :data </td> <td> Data string to pass to the endpoint. </td> </tr> </tbody> </table> <h2>Input Parameters</h2> <span class="lead"> This endpoint does not accept any input parameters. </span> <h2>Result</h2> <table class="table table-hover"> <thead> <tr> <th>Name</th> <th>Type</th> <th>Description</th> </tr> </thead> <tbody> <tr> <td> __sugar_url
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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<tr> <td> __sugar_url </td> <td> String </td> <td> The endpoint path. </td> </tr> <tr> <td> data </td> <td> String </td> <td> The data from path variable. </td> </tr> </tbody> </table> <h3>Output Example</h3> <pre class="pre-scrollable"> { "__sugar_url":"v10\/MyEndpoint\/GetExample\/MyData", "data":"MyData" } </pre> <h2>Change Log</h2> <table class="table table-hover">
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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<table class="table table-hover"> <thead> <tr> <th>Version</th> <th>Change</th> </tr> </thead> <tbody> <tr> <td> v10 </td> <td> Added <code>/MyEndpoint/GetExample/:data</code> GET endpoint. </td> </tr> </tbody> </table> Quick Repair and Rebuild Once all of the files are in place, you will need to navigate to Admin > Repair > Quick Repair and Rebuild. This will rebuild the ./cache/file_map.php and ./cache/include/api/ServiceDictionary.rest.php files to make your endpoint available. Example
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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Example ./custom/clients/base/api/MyEndpointsApi.php <?php if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point'); class MyEndpointsApi extends SugarApi { public function registerApiRest() { return array( //GET & POST 'MyGetEndpoint' => array( //request type 'reqType' => array('GET','POST'), //set authentication 'noLoginRequired' => false, //endpoint path 'path' => array('MyEndpoint', 'GetExample', '?'), //endpoint variables 'pathVars' => array('', '', 'data'), //method to call 'method' => 'MyGetMethod',
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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//method to call 'method' => 'MyGetMethod', //short help string to be displayed in the help documentation 'shortHelp' => 'An example of a GET endpoint', //long help to be displayed in the help documentation 'longHelp' => 'custom/clients/base/api/help/MyEndPoint_MyGetEndPoint_help.html', ), ); } /** * Method to be used for my MyEndpoint/GetExample endpoint */ public function MyGetMethod($api, $args) { //custom logic return $args; } } ?> Redefining Existing Endpoints
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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} } ?> Redefining Existing Endpoints With endpoints, you may have a need to extend an existing endpoint to meet your needs. When doing this it is important that you do not remove anything from the return array of the endpoint. Doing so could result in unexpected behavior due to other functionality using the same endpoint. For this example, we will extend the ping endpoint to return "Pong <timestamp>". To do this, we will need to extend the existing PingApi class and define our method overrides. When creating a new endpoint, please note that the file name must match the class name for the endpoint definitions. For our example, we will prefix the original class name with "custom" to create our overriding endpoint. ./custom/clients/base/api/CustomPingApi.php <?php
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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./custom/clients/base/api/CustomPingApi.php <?php if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point'); require_once("clients/base/api/PingApi.php"); class CustomPingApi extends PingApi { public function registerApiRest() { //in case we want to add additional endpoints return parent::registerApiRest(); } //override to modify the ping function of the ping endpoint public function ping($api, $args) { $result = parent::ping($api, $args); //append the current timestamp return $result . ' ' . time(); } }
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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return $result . ' ' . time(); } } Note: The file name must match the class name for the endpoint definitions. Given the example above, a class name of CustomPingApi must be created as CustomPingApi.php. As you can see, we extended registerApiRest to fetch existing endpoint definitions in case we want to add our own. We then added an override for the ping method to return our new value. Once the file is in place you will need to navigate to Admin > Repair > Quick Repair and Rebuild. Once completed, any call made to <url>/rest/{REST VERSION}/ping will result in a response of "ping <timestamp>". Endpoint Scoring
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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Endpoint Scoring When generating custom endpoints or overriding existing endpoints, the system can determine which endpoint to use based on the score placed on the registered endpoints. The scoring calculation works in the following manner for registered endpoints. Route Path Score ? 0.75 <module> 1.0 Exact Match 1.75 Custom 0.5 Endpoint 'extraScore' property Defined Extra Score   The defined Path and extraScore properties in the registerApiRest() method, help determine the score for any given Endpoint. The higher the score allows the API to determine which Endpoint is being used for a given request. For example, if you had extended the /Accounts/:record GET API Endpoint as follows:  /custom/modules/Accounts/clients/base/api/CustomAccountsApi.php <?php
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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<?php if(!defined('sugarEntry') || !sugarEntry) die('Not A Valid Entry Point'); require_once("clients/base/api/ModuleApi.php"); class CustomAccountsApi extends ModuleApi { public function registerApiRest() { return array( //GET & POST 'getAccount' => array( //request type 'reqType' => array('GET'), //set authentication 'noLoginRequired' => false, //endpoint path 'path' => array('Accounts', '?'), //endpoint variables 'pathVars' => array('module', 'record'), //method to call 'method' => 'retrieveRecord', //short help string to be displayed in the help documentation
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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//short help string to be displayed in the help documentation 'shortHelp' => 'An example of a GET endpoint', //long help to be displayed in the help documentation 'longHelp' => 'custom/clients/base/api/help/MyEndPoint_MyGetEndPoint_help.html', ), ); } /** * Method to be used for my Accounts/:record endpoint */ public function retrieveRecord($api, $args) { //custom logic return parent::retrieveRecord($api,$args); } } ?>
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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} } ?>  This Endpoint will be used when accessing /Accounts/<record_id> since the Exact Match of Accounts in the path property gives a greater score than the <module> match that comes with the standard /<module>/:record Endpoint defined in ModuleApi. Endpoint Versioning
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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Endpoint Versioning Part of the scoring calculation allows for versioning of the API Endpoints to accommodate the same endpoint path in the Rest API, for other versions of the API. If you have a custom Endpoint at /rest/v10/CustomEndpoint, and would like to alter the logic slightly for another use without deprecating or removing the old Endpoint, you can use the versioning techniques to have the new logic reside at /rest/v11/CustomEndpoint. The following table describes how the Versioning properties on the Endpoint definition affect the score of the Endpoint to allow the API to determine which Endpoint should be used for a given request.  Property Score   minVersion 0.02 + minVersion/1000   maxVersion 0.02Â
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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 maxVersion 0.02   minVersion === maxVersion (i.e. Both minVersion and maxVersion properties are defined on Endpoint to the same value) 0.06 + minVersion/1000   To allow for additional Versions in the API, you will first need to customize the 'maxVersion' property in the $apiSettings array. To do this, create ./custom/include/api/metadata.php. Inside the file you can set the $apiSettings['maxVersion'] property as follows: <?php $apiSettings['maxVersion'] = 11;   Once you have configured the Max Version property, you can then set the minVersion and maxVersion properties on the Endpoint definition in the custom registerApiRest() method. For example, the following Endpoint definitions:  <?php ... return array(
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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<?php ... return array( 'foo1' => array( 'reqType' => 'GET', 'path' => array('Accounts','config', 'pathVars' => array('module', 'record'), 'method' => 'foo1', ), 'foo2' => array( 'reqType' => 'GET', 'minVersion' => 11, 'path' => array('Accounts','config', 'pathVars' => array('module', 'record'), 'method' => 'foo2', ), 'foo3' => array( 'reqType' => 'GET', 'minVersion' => 11, 'maxVersion' => 11, 'path' => array('Accounts','config',
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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'path' => array('Accounts','config', 'pathVars' => array('module', 'record'), 'method' => 'foo3', ), 'foo4' => array( 'reqType' => 'GET', 'minVersion' => 11, 'maxVersion' => 12, 'path' => array('Accounts','config', 'pathVars' => array('module', 'record'), 'method' => 'foo3', ), 'foo5' => array( 'reqType' => 'GET', 'minVersion' => 14, 'path' => array('Accounts','config', 'pathVars' => array('module', 'record'), 'method' => 'foo5', ), ); ...
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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'method' => 'foo5', ), ); ... With the above definitions, the following table provides the Expected Request for each Endpoint.  Request URI Best Route   /rest/v10/Accounts/config foo1  /rest/v11/Accounts/config foo3  /rest/v12/Accounts/config foo4   /rest/v13/Accounts/config foo2   /rest/v14/Accounts/config foo5  Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Web_Services/REST_API/Extending_Endpoints/index.html
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Migration Migrating Sugar instances and external data. TopicsMigrating From On-Site to SugarCloudThe following article describes the process of migrating an on-site deployment to the SugarCloud environment.Migrating From SugarCloud to On-SiteOccasionally, system administrators will have the need to deploy versions of their instance hosted on Sugar's cloud service to an on-site system. Reasons for this type of deployment are:Migrating From a Broken Instance to a Clean InstallThe following article describes the process of migrating a potentially broken instance to a clean install.Importing RecordsCovers the Sugar structure when migrating data into the application. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/index.html
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Migrating From SugarCloud to On-Site Overview Occasionally, system administrators will have the need to deploy versions of their instance hosted on Sugar's cloud service to an on-site system. Reasons for this type of deployment are: Testing locally-developed modules Migrating from SugarCloud to on-site Prerequisites Before migrating Sugar to an on-site environment, you will need to request a backup of your SugarCloud system by filing a case with the Sugar Support team. Once the backup request is received, SugarCRM will provide an FTP account where the following files can be downloaded:instance_name-YYYYMMDDHHmm.sql.gz (backup of database) instance_name-YYYYMMDDHHmm-triggers.sql.gz (backup of database triggers)
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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instance_name-YYYYMMDDHHmm.files.tgz (backup of file system) The local system must be running MySQL. Converting the database to another system, such as SQL Server or Oracle, requires special handling. For more information regarding this type of conversion, please contact your Account Manager. On-site system administrators must be familiar with their stack and the tools (gunzip, tar, mysqladmin, mysql, etc.) referenced in this guide. Note: It is the system administrator's responsibility to diagnose and troubleshoot issues specific to the stack (permissions, environment variables, etc.). Steps to Complete Deploy the backup files to a local system using the following steps: Extract and import the SQL data as follows:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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Extract and import the SQL data as follows: Extract the SQL file via an archive utility (e.g. 7-Zip) or via command line such as: gunzip instance_name-YYYYMMDDHHmm.sql.gz Create a database on your MySQL server via command line: mysqladmin -u mysql_username -p create instance_name Or, if already logged into MySQL, with a command such as: CREATE DATABASE instance_name; Import the SQL data to your MySQL server via the command line: mysql -u mysql_username database_name -p < instance_name-YYYYMMDDHHmm.sql Extract the Triggers file via an archive utility (e.g. 7-Zip) or via command line such as: gunzip instance_name-YYYYMMDDHHmm.triggers.sql.gz
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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Import the Triggers data to your MySQL server via the command line: mysql -u mysql_username database_name -p < instance_name-YYYYMMDDHHmm.triggers.sql Extract the tar file to your web server's web root directory (e.g. /var/www/html) with the following command: tar -C /var/www/html -xzf instance_name-YYYYMMDDHHmm.files.tgz This will create a directory named "instance_name-YYYYMMDDHHmm" in your web root directory. Rename the newly created directory: mv /var/www/html/instance_name-YYYYMMDDHHmm /var/www/html/instance_name For Linux-based servers, perform the following actions:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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For Linux-based servers, perform the following actions: Change the ownership of the directory to be accessible by the Apache user and group. Please note that the user and group (e.g. apache, www-data, etc.) values can vary depending on your web server configuration. chown -R apache:apache /var/www/html/instance_name Change the permissions of the directory to ensure files can be accessed by the application. The actual permission values may differ depending on server security settings. chmod -R 770 /var/www/html/instance_name Edit the ./config.php file to point to your database. Open the ./config.php file: vi /var/www/html/instance_name/config.php Locate and update the dbconfig array with the information appropriate for your MySQL server as follows: 'dbconfig' => array (
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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'dbconfig' => array ( 'db_host_name' => 'localhost', 'db_host_instance' => 'SQLEXPRESS', 'db_user_name' => 'mysql_username', 'db_password' => 'mysql_password', 'db_name' => 'instance_name', 'db_type' => 'mysql', 'db_port' => '', 'db_manager' => 'MysqliManager', ), Edit the config.php file and modify the following parameters: site_url should be the URL of the instance on your server (e.g. https://www.mysugarinstance.com) host_name should be the URL of the instance without the https protocol (e.g. www.mysugarinstance.com)
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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Modify the .htaccess file in the root directory of the instance. Remove the following lines if they exist in the file: #Added by operations to force SSL RewriteEngine On RewriteCond %{QUERY_STRING} !^entryPoint=WebToLeadCapture RewriteCond %{HTTP:X-SSL-CLUSTER} !^od2$ RewriteRule ^(.*)$ https://%{HTTP_HOST}%{REQUEST_URI} [R=301,L] If your on-site deployment does not reside in the root of your domain (e.g. https://www.example.com/mysugar/), change the following line from: RewriteBase / to: RewriteBase /mysugar/
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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RewriteBase / to: RewriteBase /mysugar/ If you are migrating permanently to an on-site deployment, there are additional modifications that should be made to ensure full functionality for your instance of Sugar.To restore the ability to perform upgrades, open the ./config.php file and remove the following line: 'disable_uw_upload' => true, To display the full-text search configuration options under Admin > Search, open the ./config.php file and remove the following line: 'hide_full_text_engine_config' => true, To display the Sugar log settings under Admin > System Settings, open the ./config.php file and remove the following line: 'logger_visible' => false, To bypass security checks when installing packages via Admin > Module Loader, open the ./config.php file and change the following line from:'packageScan' => true,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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to: 'packageScan' => false, To ensure full-text search functions properly, open the ./config.php file and modify the following lines to point to your ElasticSearch configuration: 'full_text_engine' => array ( 'Elastic' => array ( 'host' => '<your_elastic_search_host>', 'port' => '<your_elastic_search_port>', ), ), Disable the SugarCloud Insights service as this is only available for SugarCloud instances. Open the ./config.php file and change 'enabled' => true, to 'enabled' => false, in the following array:'cloud_insight' => array ( 'enabled' => true, 'url' => 'https://sugarcloud-insights.service.sugarcrm.com',
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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'key' => '<insights key>', ), Finally, please navigate to Admin > Repair and perform a "Quick Repair and Rebuild" to clear all cached elements from the SugarCloud instance. You should now have a working version of your SugarCloud instance accessible from your local server. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_Sugar_Cloud_to_On-Site/index.html
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Migrating From On-Site to SugarCloud Overview The following article describes the process of migrating an on-site deployment to the SugarCloud environment. Prerequisites A few requirements must be met before an instance can be migrated to the SugarCloud environment: The on-site deployment must be running MySQL. If you are using SQL Server or Oracle, you will need to speak with your Sugar Customer Advocate about data migration options. The instance must be updated to a supported version of Sugar. Refer to the Managing Your Sugar Subscription article for information on determining your Sugar version. Once identified, you can check your version against our Supported Versions. Migration Once the above requirements have been met you are ready to migrate. Case Portal
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_On-Site_to_On-Demand/index.html
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Migration Once the above requirements have been met you are ready to migrate. Case Portal Inform Sugar Support of your intention to migrate by opening a support case. They will provide you with an FTP site and a set of credentials so you can transfer your instance. Sugar Support will expect you to provide two files. One file will be an archive (zip, tar, etc.) containing all the files and folders of your Sugar instance. The second file will be an export of your SQL database; it is a good idea to archive the resulting SQL export as well. Files and Folders You should be aware of the location of your Sugar instance on your on-site server. If you do not, you can locate the path to your instance by navigating to Admin > Schedulers. Once there, you should see something similar to this: To Set Up Crontab
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_On-Site_to_On-Demand/index.html
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Once there, you should see something similar to this: To Set Up Crontab Note: In order to run Sugar Schedulers, add the following line to the crontab file: * * * * * cd <path to sugar instance>; php -f cron.php > /dev/null 2>&1 Now that you have located the path to your Sugar instance, archive the entire contents of the Sugar root directory using the archive utility of your choice (zip, tar, WinZip, WinRar, 7zip, etc.). The Sugar root directory is the directory that contains the files config.php, cron.php, sugarcrm.log, and the folders custom, cache, and modules among others. Database
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_On-Site_to_On-Demand/index.html
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Database The following describes how to export a MySQL database using the command line utility "mysqldump". If you prefer, you may choose to use a tool such as phpMyAdmin to export your database. The command to export a MySQL database is: mysqldump -h localhost -u [MySQL user, e.g. root] -p[database password] [name of the database] > backup.sql If you do not know the host, username, password, or database name you may refer to the "config.php" file of your Sugar instance. The "dbconfig" array in the "config.php" file contains all the required information. The example above showed the following "dbconfig" array: 'dbconfig' => array ( 'db_host_name' => 'localhost', 'db_host_instance' => 'SQLEXPRESS',
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_On-Site_to_On-Demand/index.html
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'db_host_instance' => 'SQLEXPRESS', 'db_user_name' => 'sugarcrm', 'db_password' => 'MyP@ssword', 'db_name' => 'sugarcrm', 'db_type' => 'mysql', ), Using this information we can rewrite the command: mysqldump -h localhost -u sugarcrm -pMyP@ssword sugarcrm > backup.sql Upload Finally, upload the two files to the FTP site provided by the Sugar Support team. The instance will be deployed to the SugarCloud environment and a URL to the instance will be provided to you. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_On-Site_to_On-Demand/index.html
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Migrating From a Broken Instance to a Clean Install Overview The following article describes the process of migrating a potentially broken instance to a clean install. This is beneficial in the use case of corrupted core files. This will not correct issues caused by broken customizations. Requirements To migrate your instance to a clean install you will need to do the following: Have full permissions to modify the system files. Identify your Sugar version. Note: The version of your instance can be found by clicking the Help link in Sugar's footer or navigating to the About page from your user menu.  Once you have identified your Sugar version, you will need to download the full installer package of your Sugar version from your account's Downloads page. If you are on 13.0.0 Pro, you must download the SugarPro-13.0.0.zip package or the migration will not work.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_a_Broken_Instance_to_a_clean_install/index.html
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Migrating to a New Instance Make a complete backup of your broken instance. This includes both the filesystem and database. Extract the contents of your downloaded Sugar package ( Sugar<Edition>-<Version>.zip ) to your web directory. This will be your clean Sugar directory that we will migrate your existing instance to. You will then need to copy the following directories and files from your broken instance to the clean instance: ./config.php ./config_override.php (if it exists) ./custom/ ./upload/ ./cache/images/ - This is optional and contains the embedded emails displayed in the UI. Note: If you are on a version prior to 6.4.0, you will also need to copy over the entire ./cache/ directory.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_a_Broken_Instance_to_a_clean_install/index.html
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Next, you will need to identify if you have any custom modules. These folders will reside in your ./modules/ directory and have a naming format of <key>_<module name>. You will need to copy these files to their corresponding directory in the clean instance you extracted in step 2. Once the files have been moved to the clean instance, you can remove your old instances files and move the clean instance in its place. If you choose to move the instance to a new location on the server, you will need to update the $sugar_config['site_url'] parameter in your ./config.php and/or ./config_override.php files. Reset your filesystem permissions. Log into your instance as an administrator and navigate to Admin > Repair > Quick Repair and Rebuild. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Migrating_From_a_Broken_Instance_to_a_clean_install/index.html
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Importing Records Covers the Sugar structure when migrating data into the application. TopicsImporting Email AddressesRecommended approaches when Importing email addresses. Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/index.html
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Importing Email Addresses Overview Recommended approaches when Importing email addresses. Importing via API Sugar comes out of the box with an API that can be called from custom applications utilizing the REST interface. The API can be used to mass create and update records in Sugar with external data. For more information on the REST API in Sugar, please refer to the Web Services documentation. Importing New Records When importing new records into Sugar through the API, modules with relationships to email addresses can utilize the email1 field or the email link field to specify email addresses for a record. Email1 Field
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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Email1 Field When using the email1 field, the default functionality is to import the email address specified as the primary address. Assuming the email address does not already exist in the database, the email address is then flagged as being valid and is not opted out. Using the /<module> POST endpoint, you can send the following JSON payload to create a contact record with a primary email address using the email1 field: POST URL: http://<site url>/rest/v10/Contacts { "first_name":"Rob", "last_name":"Robertson", "email1":"[email protected]" } Note: For importing multiple email addresses, you will need to use the email link field described below. Email Link Field
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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Email Link Field When using the email link field, you can specify multiple email addresses to assign to the record. You may specify the following additional information regarding each email address being added: invalid_email : Specify this email address as being invalid opt_out : Specify this email address as being opted out primary_address : Specify this email address as the primary Using the /<module> POST endpoint, you can send the following JSON payload to create a contact record with multiple email addresses using the email link field: POST URL: http://<site url>/rest/v10/Contacts { "first_name":"Rob", "last_name":"Robertson", "email":[ { "email_address":"[email protected]", "primary_address":"1", "invalid_email":"0",
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"primary_address":"1", "invalid_email":"0", "opt_out":"0" }, { "email_address":"[email protected]", "primary_address":"0", "invalid_email":"0", "opt_out":"1" } ] } For more information on the /<module>/:record POST endpoint, you can refer to your instance's help documentation found at: http://<site url>/rest/v10/help Or you can reference the <module> POST PHP example. Updating Existing Records When updating existing records in Sugar through the API, modules with relationships to email addresses can also utilize the email1 field or the email link field to specify email addresses for a record. Email1 Field
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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Email1 Field When using the email1 field, the default functionality is to replace the existing email primary address. Assuming the email does not already exist in the database, the new email address is flagged as being valid and is not opted out. Using the /<module>/:record PUT endpoint, you can send the following JSON payload to update a contact records primary email address: PUT URL: http://<site url>/rest/v10/Contacts/<record id> { "email1":"[email protected]" } Note: This will replace the current email address on the record with the new data. The old email address will no longer be associated with the record. Email Link Field When using the email link field, you can specify multiple email addresses to update the record with. You may specify the following additional information regarding each email address being added:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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invalid_email : Specify this email address as being invalid opt_out : Specify this email address as being opted out primary_address : Specify this email address as the primary Using the /<module>/:record PUT endpoint, you can send the following JSON payload to update a contact record with multiple email addresses: PUT URL: http://<site url>/rest/v10/Contacts/<record id> { "email":[ { "email_address":"[email protected]", "primary_address":"1", "invalid_email":"0", "opt_out":"0" }, { "email_address":"[email protected]", "primary_address":"0", "invalid_email":"0",
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"primary_address":"0", "invalid_email":"0", "opt_out":"1" } ] } For more information on the /<module>/:record PUT endpoint, you can refer to your instance's help documentation found at: http://<site url>/rest/v10/help Or you can reference the <module>/:record PUT PHP example. Importing via Database When importing records into Sugar directly via the database, it is important that you understand the data structure involved before loading data. Email addresses are not stored directly on the table for the module being imported in, but are related via the email_addr_bean_rel table. The table structure for email addresses can be seen from the database via the following SQL statement: SELECT email_addr_bean_rel.bean_id,
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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SELECT email_addr_bean_rel.bean_id, email_addr_bean_rel.bean_module, email_addresses.email_address FROM email_addr_bean_rel INNER JOIN email_addresses ON email_addresses.id = email_addr_bean_rel.email_address_id AND email_addr_bean_rel.deleted = 0 WHERE email_addresses.deleted = 0; Checking for Duplicates Email addresses can become duplicated in Sugar from a variety of sources including API calls, imports, and from data entry. There are a few ways to have the system check for duplicate contact records, but not many of those methods work for checking email addresses for duplicates. The following section will demonstrate how to find and clean up duplicate email addresses using SQL.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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The following SQL query can be used to locate if any email addresses are being used against more than one bean record within Sugar: SELECT email_addresses.email_address, COUNT(*) AS email_address_count FROM email_addr_bean_rel INNER JOIN email_addresses ON email_addresses.id = email_addr_bean_rel.email_address_id AND email_addr_bean_rel.deleted = 0 WHERE email_addresses.deleted = 0 GROUP BY email_addresses.email_address HAVING COUNT(*) > 1; Note: If you convert a Lead record to a Contact record, both the Lead and the Contact will be related to the same Email Address and will return as having duplicates in this query. You can add the following line to the WHERE clause to filter the duplicate check down to only one bean type:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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AND email_addr_bean_rel.bean_module = 'Contacts' Email addresses can not only be duplicated in the system but can occasionally be missing critical data. Each bean record with an email address assigned to it should have an email address designated the primary. The following query will locate any bean records that have at least one email address, where there is not an email address designated as the primary: SELECT email_addr_bean_rel.bean_module, email_addr_bean_rel.bean_id, COUNT(*) AS email_count, COUNT(primary_email_addr_bean_rel.id) AS primary_email_count FROM email_addr_bean_rel LEFT JOIN email_addr_bean_rel primary_email_addr_bean_rel
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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ON primary_email_addr_bean_rel.bean_module = email_addr_bean_rel.bean_module AND primary_email_addr_bean_rel.bean_id = email_addr_bean_rel.bean_id AND primary_email_addr_bean_rel.primary_address = '1' AND primary_email_addr_bean_rel.deleted = '0' WHERE email_addr_bean_rel.deleted = '0' GROUP BY email_addr_bean_rel.bean_module, email_addr_bean_rel.bean_id HAVING primary_email_count < 1; Removing Duplicates If it is determined you have duplicate email addresses being used in your system, you can use the following query to clean up the records: START TRANSACTION; CREATE TABLE email_addr_bean_rel_tmp
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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CREATE TABLE email_addr_bean_rel_tmp SELECT * FROM email_addr_bean_rel WHERE deleted = '0' GROUP BY email_address_id, bean_module, bean_id ORDER BY primary_address DESC; TRUNCATE TABLE email_addr_bean_rel; INSERT INTO email_addr_bean_rel SELECT * FROM email_addr_bean_rel_tmp; SELECT COUNT(*) AS repetitions, date_modified, bean_id, bean_module FROM email_addr_bean_rel WHERE deleted = '0' GROUP BY bean_id, bean_module, email_address_id HAVING repetitions > 1; COMMIT; Last modified: 2023-02-03 21:04:03
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/Migration/Importing_Records/Importing_Email_Addresses/index.html
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ExternalResourceClient Overview In Sugar 12.1, ExternalResourceClient was introduced to replace cURL. This has also been backported to all supported versions of Sugar. Therefore any apps or integrations for Sugar that use a Module Loadable Package (MLP) that includes any of the PHP curl_*, socket_*, or stream_* functions will need to change to use the ExternalResourceClient lib. Self-Signed Certificates ExternalResourceClient is designed to be as secure as possible. We will not support disabling the check for authenticity of the peer's certificate as you could in cURL with using the CURLOPT_SSL_VERIFYPEER option. This is not a security best practice and is therefore not allowed in the new client.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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If your target URL has an invalid or self-signed certificate, you can benefit from using Let's Encrypt. Let's Encrypt is a free, automated, and open Certificate Authority (CA) that makes it possible to set up an HTTPS server and have it automatically obtain a browser-trusted certificate without any human intervention. You can get started here. TLS Mutual Authentication
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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TLS Mutual Authentication ExternalResourceClient supports TLS mutual authentication where it ensures that the parties at each end of a network connection are who they claim to be by verifying that they both have the correct private key. The information within their respective TLS certificates provides additional verification is designed to be as secure as possible. In cURL it could be achieved using the curl_setopt($ch, CURLOPT_SSLCERT, <CERT_FILE>); and curl_setopt($ch, CURLOPT_SSLKEY, <KEY_FILE>); options. ExternalResourceClient can be configured with the following options or any of those available in the PHP SSL Context options.:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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local_cert - Path to local certificate file on filesystem. It must be a PEM encoded file which contains your certificate and private key. It can optionally contain the certificate chain of issuers. The private key also may be contained in a separate file specified by local_pk. local_pk - Path to local private key file on filesystem in case of separate files for certificate (local_cert) and private key. <?php $client = (new ExternalResourceClient()) ->setSslContextOptions([ 'local_cert' => '<CERT_FILE>', //CURLOPT_SSLCERT analogue 'local_pk' => '<KEY_FILE>', // CURLOPT_SSLKEY ]);   IP vs Domain/Hostnames via DNS
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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]);   IP vs Domain/Hostnames via DNS ExternalResourceClient does not support using an IP address in your URL. Editing /etc/hosts on your server is a very easy and fast way of accomplishing this, but if that is not an option and you have a proper DNS server configured, you can use one of the following articles to help you understand what DNS is and how you can configure them in different OSs and infrastructures. Build your own DNS server on Linux DNS Configuration: Everything You Need to Know How to Setup DNS Server on Windows Server 2012 DNS Over HTTPS Configuration
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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How to Setup DNS Server on Windows Server 2012 DNS Over HTTPS Configuration The security.use_doh configuration setting enables remote Domain Name System (DNS) resolution via the HTTPS protocol. A goal of the method is to increase user privacy and security by preventing eavesdropping and manipulation of DNS data by man-in-the-middle attacks by using the HTTPS protocol to encrypt the data between the DoH (DNS over HTTPS) client and the DoH-based DNS resolver. When enabled, it will use dns.google (8.8.4.4) to resolve hostnames. For more details on the security.use_doh configuration setting, see the Core Settings page. Local Endpoints If you do not know what server-side request forgery (SSRF) is, please refer to this detailed explanation and examples of how an attacker can reach your local network using malicious HTTP requests.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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ExternalResourceClient prevents this type of attack by taking the resolved IP from your URL and checking against a Sugar Config $sugar_config['security']['private_ips'] array list. This list contains a wide range of internal IPs blocked by default [ '10.0.0.0|10.255.255.255', '172.16.0.0|172.31.255.255', '192.168.0.0|192.168.255.255', '169.254.0.0|169.254.255.255', '127.0.0.0|127.255.255.255'] . For example, if your URL is http://an-internal-url/api/get and "an-internal-url" resolves to an IP 10.0.0.87, it will throw an exception because it is within the range of your config.
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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Add your critical IP ranges to this config so no attacker will get to sensitive IPs through ExternalResourceClient's HTTP Request. Sugar Proxy To get proxy settings, ExternalResourceClient relies on Administration::getSettings('proxy'). This utility queries Sugar's infrastructure (cache or DB) to retrieve those settings, therefore it needs to be bootstrapped into SugarCRM. In the case of MLPs that use standard modules via the web, you don't need to manually bootstrap SugarCRM, so you may use ExternalResourceClient in your methods without requiring entryPoint.php If you are writing a CLI script, you must include SugarCRM entryPoint.php: <?php if (!defined('sugarEntry')) { define('sugarEntry', true); } define('ENTRY_POINT_TYPE', 'api'); require_once 'include/entryPoint.php';
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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require_once 'include/entryPoint.php'; ?> Test your customization You can easily test your package by enabling PackageScanner checks in the supported versions for now ($sugar_config['moduleInstaller']['enableEnhancedModuleChecks'] = true), remember, it comes disabled by default in 12.1. If your code doesn't go through PackageScanner, it will not be enforced, that's the premise we're working with. Examples of Replacing cURL The below examples can be used as a guideline for replacing your current cURL code with ExternalResourceClient. You must import this client and its exceptions (if needed) from: <?php use Sugarcrm\Sugarcrm\Security\HttpClient\ExternalResourceClient; use Sugarcrm\Sugarcrm\Security\HttpClient\RequestException; HTTP GET
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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HTTP GET The following code snippet provides you with a code replacement from cURL GET to ExternalResourceClient. Before: // cURL GET $ch = curl_init(); $url = 'https://httpbin.org/get'; curl_setopt_array($ch, array( CURLOPT_URL => $url, CURLOPT_RETURNTRANSFER => true, CURLOPT_ENCODING => "", CURLOPT_MAXREDIRS => 10, CURLOPT_TIMEOUT => 60, CURLOPT_FOLLOWLOCATION => true, CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_2TLS, )); $response = curl_exec($ch);
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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)); $response = curl_exec($ch); $httpCode = curl_getinfo($ch, CURLINFO_HTTP_CODE); $errorNo = curl_errno($ch); $error = curl_error($ch); if ($errorNo !== 0) { $GLOBALS['log']->log("fatal", "curl error ($errorNo): $error"); throw new \SugarApiExceptionError("curl error ($errorNo): $error"); } curl_close($ch); if ($httpCode === 0 || $httpCode >= 400) { $GLOBALS['log']->log("fatal", "Error message: $error"); throw new \SugarApiException($error, null, null, $httpCode ? $httpCode : 500); } echo $response; After:
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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} echo $response; After: // ExternalResourceClient GET try { // Set timeout to 60 seconds and 10 max redirects $response = (new ExternalResourceClient(60, 10))->get($url); } catch (RequestException $e) { $GLOBALS['log']->log('fatal', 'Error: ' . $e->getMessage()); throw new \SugarApiExceptionError($e->getMessage()); } $httpCode = $response->getStatusCode(); if ($httpCode >= 400) { $GLOBALS['log']->log("fatal", "Request failed with status: " . $httpCode); throw new \SugarApiException("Request failed with status: " . $httpCode, null, null, $httpCode); } echo $response->getBody()->getContents();
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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} echo $response->getBody()->getContents(); HTTP POST The following code snippet provides you with a code replacement from cURL POST to ExternalResourceClient. Before: // cURL POST JSON $url = 'https://httpbin.org/post'; $ch = curl_init($url); curl_setopt($ch, CURLOPT_POST, 1); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, 2); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, 1); curl_setopt($ch, CURLOPT_HTTPHEADER, array ("Content-Type: application/json"));
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode(['foo' => 'bar'])); $response = curl_exec($ch); curl_close($ch); $parsed = !empty($response) ? json_decode($response, true) : null; var_dump($parsed); After: // ExternalResourceClient POST JSON try { $response = (new ExternalResourceClient())->post($url, json_encode(['foo' => 'bar']), ['Content-Type' => "application/json"]); } catch (RequestException $e) { throw new \SugarApiExceptionError($e->getMessage()); } $parsed = !empty($response) ? json_decode($response->getBody()->getContents(), true) : null;
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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var_dump($parsed); Authenticated Endpoints (CURLOPT_USERPWD) The following code snippet provides you with a code replacement from cURL to ExternalResourceClient passing authentication params. Before: $username = 'foo'; $password = 'bar'; $url = 'https://httpbin.org/basic-auth/{$username}/{$password}'; $ch = curl_init($url); curl_setopt($ch, CURLOPT_USERPWD, $username . $password); curl_setopt($ch, CURLOPT_RETURNTRANSFER, 1); curl_setopt($ch, CURLOPT_SSL_VERIFYHOST, 2); curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, 1);
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode(['foo' => 'bar'])); $response = curl_exec($ch); curl_close($ch); $parsed = !empty($response) ? json_decode($response, true) : null; var_dump($parsed); After: $username = 'foo'; $password = 'bar'; $auth = base64_encode( "{$username}:{$password}" ); //Passing custom 'Authorization' header // try + catch is omitted for brevity $response = (new ExternalResourceClient())->get("https://httpbin.org/basic-auth/{$username}/{$password}", [ 'Authorization' => 'Basic ' . $auth, ]);
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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'Authorization' => 'Basic ' . $auth, ]); echo $response->getBody()->getContents(); // OR the same by using user:[email protected] URL format // try + catch is omitted for brevity $response = (new ExternalResourceClient())->get("https://{$username}:{$password}@httpbin.org/basic-auth/{$username}/{$password}"); echo $response->getBody()->getContents(); Stream The following code snippet provides you with a code replacement from stream to ExternalResourceClient. Before: <?php // Sending GET if ($stream = fopen('https://httpbin.org/get', 'r')) { echo stream_get_contents($stream); } // Sending POST $options = [ 'http' => [
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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} // Sending POST $options = [ 'http' => [ 'method' => 'POST', 'header' => ["Content-Type: application/x-www-form-urlencoded"], 'content' => http_build_query(['fieldName' => 'value', 'fieldName2' => 'another value']), 'ignore_errors' => true, ], ]; $context = stream_context_create($options); if ($stream = fopen('https://httpbin.org/post', 'r', false, $context)) { echo stream_get_contents($stream); } After: // Using ExtenalResourceClient // GET echo (new ExternalResourceClient()) ->get('https://httpbin.org/get') ->getBody() ->getContents(); // POST
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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->getBody() ->getContents(); // POST echo (new ExternalResourceClient()) ->post( 'https://httpbin.org/post', ['fieldName' => 'value', 'fieldName2' => 'another value'] ) ->getBody() ->getContents(); Socket The following code snippet provides you with a code replacement from socket to ExternalResourceClient. Before: <?php // Sending GET $fp = fsockopen("httpbin.org", 80, $errno, $errstr, 30); if (!$fp) { echo "$errstr ($errno)\n"; } else { $out = "GET /get HTTP/1.1\r\n"; $out .= "Host: httpbin.org\r\n";
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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$out .= "Host: httpbin.org\r\n"; $out .= "Connection: Close\r\n\r\n"; fwrite($fp, $out); while (!feof($fp)) { echo fgets($fp, 128); } fclose($fp); } // Sending POST $fp = fsockopen("httpbin.org", 80, $errno, $errstr, 30); if (!$fp) { echo "$errstr ($errno)\n"; } else { $postData = http_build_query(['fieldName' => 'value', 'fieldName2' => 'another value']); $out = "POST /post HTTP/1.1\r\n"; $out .= "Host: httpbin.org\r\n";
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html
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$out .= "Host: httpbin.org\r\n"; $out .= "Content-type: application/x-www-form-urlencoded\r\n"; $out .= "Content-length: " . strlen($postData) . "\r\n"; $out .= "Connection: Close\r\n\r\n"; $out .= "{$postData}\r\n\r\n"; fwrite($fp, $out); while (!feof($fp)) { echo fgets($fp, 128); } fclose($fp); } After: // Using ExtenalResourceClient // GET echo (new ExternalResourceClient()) ->get('http://httpbin.org/get') ->getBody() ->getContents(); // POST
https://support.sugarcrm.com/Documentation/Sugar_Developer/Sugar_Developer_Guide_13.0/Integration/ExternalResourceClient/index.html