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Sugar U.



Customizing the Portal and Knowledge Base for
        Multi-Language Environments
Jennifer Marlett
           Concentrix
Database Admin & Business Analyst




                       4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   2
Customer

 The Internet Corporation for Assigned Names and
  Numbers (“ICANN”) is a non-profit organization whose
  responsibilities include coordination and the secure
  operation of the Internet’s unique identifier system.

 Working with Concentrix, ICANN implemented SugarCRM
  Enterprise version as the contact center platform for their
  new gTLD (Generic Top-Level Domain) Application
  Service Center (ASC) operations.




Tweet: #SCON12
                                       4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   3
Business Challenge

 The requirements of this deployment included support of
  multi-language1 capabilities for:

         Email Response and Escalation Management – Enabling agents
         to select and enter a response or email in any of six languages.

         Customer Self-Service and Knowledge Base - Modification of
         portal search based on language selection. This also required
         development of a KDB Import Module which would upload and
         link identical articles in each of the supported languages from an
         external source.
1   English, French, Spanish, Russian, Mandarin and Arabic




Tweet: #SCON12
                                                    4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   4
Methodology

 Updated Portal nusoap client to support double byte
  characters by copying nusoap.php from CRM to
  PortalRootincludenusoap and by copying language
  packs from CRM to PortalRootincludelanguage

 Used Portal header.php and header.tpl files to provide
  applicants a method of switching languages in the Portal

 Modified the various php files to reference language files
  in the following directories:
   PortalRootcustomportalmodules{ModuleName}language




Tweet: #SCON12
                                        4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   5
Methodology

 Majority of translations were added to $mod_strings
  although some were initially added to
  $app_list_strings

 Add UTF8 specific code in php files for double byte
  characters

 Specific changes made to support Arabic:
       Modified Portal & CRM Case fields for RTL alignment
       Where Arabic and English language texts were intermingled
       in Arabic KB articles, the HTML was manually updated to
       reference dir=“rtl”

Tweet: #SCON12
                                          4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   6
Methodology

 Used tags to rending language specific KB articles

 Each KB article has three tags to support client
  requirements:
       Link all 6 language records of the same KB article together
       Link all articles of same language together
       Provide method of rendering only articles of selected
       language in the KB drill down tree

 Using jstree a custom page was created to display
  only the tags and KB articles in selected language


Tweet: #SCON12
                                            4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   7
Submit Session Feedback
        Select the SugarCon Mobile App:
        1) Tap on this session
        2) Tap on survey
        3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                               4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   8
#SCON12




          4/26/2012   ©2012 SugarCRM Inc. All rights reserved.   9

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Sugar U: Session 9: Customizing the Portal and Knowledge Base for Multi-Language Environments

  • 1. Sugar U. Customizing the Portal and Knowledge Base for Multi-Language Environments
  • 2. Jennifer Marlett Concentrix Database Admin & Business Analyst 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. Customer  The Internet Corporation for Assigned Names and Numbers (“ICANN”) is a non-profit organization whose responsibilities include coordination and the secure operation of the Internet’s unique identifier system.  Working with Concentrix, ICANN implemented SugarCRM Enterprise version as the contact center platform for their new gTLD (Generic Top-Level Domain) Application Service Center (ASC) operations. Tweet: #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 3
  • 4. Business Challenge  The requirements of this deployment included support of multi-language1 capabilities for: Email Response and Escalation Management – Enabling agents to select and enter a response or email in any of six languages. Customer Self-Service and Knowledge Base - Modification of portal search based on language selection. This also required development of a KDB Import Module which would upload and link identical articles in each of the supported languages from an external source. 1 English, French, Spanish, Russian, Mandarin and Arabic Tweet: #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 4
  • 5. Methodology  Updated Portal nusoap client to support double byte characters by copying nusoap.php from CRM to PortalRootincludenusoap and by copying language packs from CRM to PortalRootincludelanguage  Used Portal header.php and header.tpl files to provide applicants a method of switching languages in the Portal  Modified the various php files to reference language files in the following directories: PortalRootcustomportalmodules{ModuleName}language Tweet: #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 5
  • 6. Methodology  Majority of translations were added to $mod_strings although some were initially added to $app_list_strings  Add UTF8 specific code in php files for double byte characters  Specific changes made to support Arabic: Modified Portal & CRM Case fields for RTL alignment Where Arabic and English language texts were intermingled in Arabic KB articles, the HTML was manually updated to reference dir=“rtl” Tweet: #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 6
  • 7. Methodology  Used tags to rending language specific KB articles  Each KB article has three tags to support client requirements: Link all 6 language records of the same KB article together Link all articles of same language together Provide method of rendering only articles of selected language in the KB drill down tree  Using jstree a custom page was created to display only the tags and KB articles in selected language Tweet: #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 8
  • 9. #SCON12 4/26/2012 ©2012 SugarCRM Inc. All rights reserved. 9