Đồ án tốt nghiệp triển khai phần mềm quản lý quan hệ khách hàng cho một doanh nghiệp cụ thể dựa trên phần mềm mã nguồn mở SugarCRM

Đồ án tốt nghiệp
Triển khai phần mềm quản lý quan hệ khách
hàng cho một doanh nghiệp cụ thể dựa trên
phần mềm mã nguồn mở SugarCRM
 Page 1


I THIU NN TNG SUGARCRM 9
1.1. Ki 9
1.2. n trong SugarCRM 14
U 31
2.1. Gii thi 31
2.2.   31
2.3. u cho h thng CRM c 32
2.4. ng 34
2.5.  Usecase 36
2.5.1. Usecase c 37
2.5.2. Usecase c 38
2.5.3. Usecase ca Actor K  39
2.5.4. Usecase ca Actor Manager: 40
2.6. u v  d liu 41
2.6.1. a Account 42
2.6.2. a Revenues actual 43
2.6.3. a Revenues Estimation 44
2.6.4. a Production Cost Esmation 45
2.6.5. a Production Cost Actual 46
2.6.6. a Manpower Cost 47
2.6.7. a User 47
2.6.8. a Timesheets 48

2.6.9. a Leaving 50
2.6.10. a Salary 51
2.6.11. a Project 53
2.7. u Report tham kho 54
2.7.1. Mu Report Project Cost Estimate 54
2.7.2. Mu Report Project Cost Actual (CR) 55
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2.7.3. Mu Report Project Cost Actual (MA) 56
2.7.4. Mu Report Profit And Loss (CR) 57
2.7.5. Mu Report Profit And Loss (MA) 57
2.7.6. Mu Report Revenue 57
2.7.7. Mu Report Timesheet (%) 58
2.7.8. Mu Report Timesheet 59
2.8. Kh th hong ca Red 60
T K H THNG 61
3.1. Module Account 62
3.2. Module ManPower Cost 63
3.3. Module Production cost actual 64
3.4. Module Production cost estimation 64
3.5. Module Projects 64
3.6. Module Revenues Estimation 65
3.7. Module Revenues Actual 65
3.8. Module Salary 66
3.9. Module Timesheets 67
3.10. Module Leaving 67
3.11. Module PublicDays 68
3.12. Module Report 68
3.12.1. Report Estimate Cost 69
3.12.2. Report Actual Cost (MA) 69
3.12.3. Report Actual Cost (CR) 70

3.12.4. Report Profit And Loss (CR) 71
3.12.5. Report Profit And Loss (MA) 71
3.12.6. Report Revenues Projection 72
3.12.7. Report timesheet 72
3.12.8. Report Timesheets (%) 74
NG H THNG THC T CHO RED 75
4.1. Module Account 75
4.2. Module Projects 76
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4.3. Module timesheets 81
4.4. Module Teams 84
4.5. Module salary 86
4.6. Module report 89
4.6.1. Report estimate cost 91
4.6.2. Report actual cost 95
4.7. Module Manpower Cost 100
4.8.  thng 101
KT LUN 104
U THAM KHO 105
PH LC 1 106
PH LC 2 113
  Page 4


 10
c con ca mc gc 12
 trong Developer Tools 14
 Repair trong System 15
 studio 23
 gii nhau 23

u ta file logic hook 25
p d  35
 Uscae tng th 36
 Usecase c 37
 Usecase c 38
 Uscase ca Actor K  39
 i qu 40
ng th 41
a thc th Account 42
a thc th revenues actual 43
a thc th Revenues Estimation 44
a thc th Production Cost Estiamtion 45
a thc th Production Cost Actual 46
a thc th Manpower Cost 47
a thc th Users 48
a thc th Timesheets 49
a thc th Leaving 50
a thc th Salary 52
a thc th Project 53
a h thng Red online timesheet (Red CRM) 62
a module Account 62
a module Account 63
n to mi Manpower Cost 63
n to mi Prduction cost actual 64
n to mi Production cost Estimation 64
n mi mi Projects 65
n to mi Revenues Estimation 65
n to mi Revenues Actual 66
n to mi Salary 66
  Page 5

n khi nhp Timesheets 67
n khi nhp Leaving 67
n khi to mi Publicdays 68
 thng 68
n Report Estiamte Cost 69
n Report Actual Cost (MA) 70
n Report Actual Cost (CR) 70
n Report Profit And Loss (CR) 71
n Report Profit And Loss (MA) 72
 din Report Revenues Projection 72
c lc theo d  73
n Report Timesc l 73
 74
 thng 75
 76
o mi Project 79
n Project 80
 84
p te 86
 89
 91
 94
 99

 Page 6


o mi mt package trong SugarCRM 16
o mi mt module trong SugarCRM 17
nh module b Studio trong module builder 21
  dng trong h thng SugarCRM 22
n qu 34
u Report Project Cost Estimation 54
u Report Project Cost Actual (CR) 55
u Report Project Cost Actual (MA) 56
u Report Profit And Loss (CR) 57
u Report Profit And Loss (MA) 57
u Report Revenues 57
u Report Timesheet (%) 58
u report Timesheet 59

 Page 7
M U
Cu  th k y nh
c c n mi sng kinh t
i chuyn mnh t i
 kinh t p sang kinh t c. 
       





 

   Trong mi
hot
  quc t i
 i nhu 
c bo
my cm Phn mm qu i
nh gii quyt  
 Mn

cho th d trn ph m m ngu m
SugarCRM.

 Cn
Cn bao gn sau:
 Phn m u
 Phn ni dung
 Page 8
Chg 1 gii thiu nn tng sugarcrm: n thc cn bit v c
mc cnh sa trong SugarCRM.
Chg 2 thu thp v phn t yu cu: gii thiu v cng ty red, c yu cu
v b to usecase, n m
tr ng module
Chg 3 thit k h thng: Workflow cho h thng, thit k giao din ca tng
module
Chg 4 xy dng h thng thc t cho Red: da v nhng thit k u
tin h xy dng h thng thc t.
 Phn kt lun: kt qu c.

 Page 9
 1: GI THI NN TNG SUGARCRM

 SugarCRM
SugarCRM l phn mm m ngun m s dng h u  LAMP
(Linux, Apache,M  P         
SugarCRM   nhiu h tr cho mi h thng hot ng (bao gm Windows,
HP




 

 SugarCR thi k  h tr ti a cho nh  s dg d
bi v code hay khg bi v code php c c th c nh t bi trong h
th c SugarCR   nhu c c  s d. N  s dg
khng bi v code php c th s dg cng c developer trong m h ad
c nh thi l c thi.
C  dg c SugarCRc x dg d trn module framework,
khi  dg b  ch s g c entry point ln (m s g index.php
hoc soap.php).
Entry point ch c SugarCRc g ln l index.php. C 3 thng
s ch trong vic g  l:
Module: s g  modc truy c.
Action: g  h  c thc hi khi g module.
 truy c.




 Page 10

1
c vic h thng nhm
hn ch nhng s tip c d li hin th n
i dung s c ly trong b nh cache.
m nhn vic tp trung lnh sa ca nhng
 nh
mc custom s t ng sinh ra nhng v
tri ng chnh sa cn thit cho h thng cng
nh s
Data: nhng files h thng quan tr tt
 t t ng dng mnh cho mng
trong Sugar.
 Page 11
Include: Nhiu ch           
nh    t phn trong hong c 
ng da hu hc
i rc s dng .
i quan h gii nhau.
Modules: Bao gm tt c  thc hin th 
web. Nh      c l    
n th   thc hin 
c Modules nh s ng cho vic t
vic chnh s
           ng

Thng mi module i din cho mt thc th tng ng trong mc
 kinh doanh, v d nh l modarCRM. Mt module bao

gm 3 phn ch  l  d liu, giao din i d v chc nng ng
dng. 
 Page 12

2: Cc con ca mc gc

Dashlets: S ng d  lu tr thng tin ca module c
th hin th  trang ch, mc nh  trang ch trong SugarCRM s hin th c
thng tin ch ca tng module. V vy nu mun hin th thng tin g ca module
ra ngo m h trang ch th khai b  y. Mnh ca Dashlets s ly m
h Listview l m l dashlets.
 chui hin th trong module.
V SugarCRM l mt phn mm a ngn ng, nn tt c c nhn ca module s
 nh ngha ti ti th mc n  tin li cho vi  i ngn ng m
khng nh ng n vic hin th c chui hin th ra ngo ng dng.
Metadata: Th mc n c nhim v lu c file hin th ca module bao
gm vic hin th c subpanel, m h listview, detailview, editview.
 Page 13
Tpls: Th mc n ch c c d HTML m nhim vic hin th d
liu ra bn ngo m h ng dng.
Views: C thc hin th d liu ca SugarCRc s dng bng nhiu
c, v Views ch l th mc  m nhim mt trong c cng vi, n nay
s lu c file .php ca m h editview,detailview hay l listview.
Khi gii thiu v c th phn ca modng hay nhc n m h
editview, detailview hay listview, c m h n s m nhim nhng cng vic
c th cho vic hin th nh sau:
ListView : L m h s hin th c danh s c d liu c trong
module, mn h s hin th mnh khi nhp v mt module n , trong m
h n c c c chc nng nh search.
EditView: L m h hin th ra c ng  hin th c ng d liu

hin c ca mod i s dng nhp v.
DetailView: L m h hin th thng tin chi tit d liu  c nhp v
 c lu xung c s d liu.
Bn cnh c th mc ch trn SugarCRM c bao gm nhng tp tin b
sung nh sau:
Form.php: Tp tin ny c chc nng l cho Javascript x nhn c h
ng chnh sa i s dng c nhng i
Menu.php: Tp tin ny l nhim v hin th ra c ph tt c
hin th  bn tr ph trn ca m h s dng, mi menu n s lin kt vi
m h listview, hay editview t theo tng ng hp s dng
Vadefs.php: Tp tin n s nh ngha c ng d liu ca module, c
ng d liu c th nh ngha  lu xung database hoc khng cho lu
xung database. Ngo ra c mi quan h gia module v module cng c th c
nh ngha  y. (  c module c th c c mi quan h nh l: 1-n, n-n,1-1).
SugarBean.php: Tc '<sugar root> / d liu cha
 SugarBean u c s dng. Bt k module c, vit hoc hin th
 Page 14
 liu s m rng l SugarBean thc hin tt c ng cho d
li i quan h,
1.2. T bi trong SugarCRM
c pht tri  gi c  s dg d khng bi v code
PHP v c th c nh ch s v giao di hoc vi thm c module n
gi    c yu c c  s dg.  s 


            
th ph      d        
 V Module Buil
   dg c th   
 ra  dg  ph tri  

PHP m.
1.2.1. 

 

3 trong Developer Tools
Studio - 
Module Builder - 
SugarCRM
Module Loader - 

 Page 15
Dropdown Editor - 

Rename Tabs - 
 - 

Configure Grouped modules -     gom nh c module
trong SugarCRM
 dg 
  d 



4 Repair trong System

C   t m 1 module trong SugarCRM d trn c cng c c s
trong trang ch c Admin. Trong SugarCRM m b d li   v m
modt tn tng , ngoi ra SugarCRM c h tr cho vic t c
m quan h gi c module v nhau thng qua cng c studio y l c

h  c nh thao t minh h cho vic t m c module v thi l c
m quan h gi c module v nhau.
 1: T m package (package l mt g c th ch mt hoc nhi
module)
 Page 16
1
To mi package
B1: 
AdminModule
Builder
B2: To mi 1
package,

i.




o mi package
1: To mi mt package trong SugarCRM

 c th t m c mt module trong h th th  h c phi t
ra c packa ch c module c t m, module builder gi t c g
package v xu  s dg c th d   v di chuy khi
c nh  trong SugarCRM.
 ti theo sau khi t m package l  s dg t c module m
c nh thi l c fields, c m quan h, c nh

 Page 17
 m module

2
To mi module
B1: Click new
module










B2
Module
- Module Name
- Label
- Chn Type




o mi module
2: To mi mt module trong SugarCRM

              
    t     .     :
basic      basic 
  

  
 Page 18
          
Module             
Company ng
ng  
. 
 fibasic


 3: D studio trong module builder  ti h c ch s
3

nh module
b Studio.

A. Fields
B1: Chn test1Fields
Add Fields
B2: 
Fields
 Save li.
B. EditView


elds
 Page 19
B1: Chn test1 
LayoutsEditView
- EditView 

giao di
mi hoc chnh
sa m
liu vi Module

B2: Ti
  
nhng Fields
t a s Toolbox
sang ca s Layout 
c li.
- Sau khi thit k
giao din Edit ta
chn Save.

C. DetailView
B1: Chn test1 
LayoutsDetailView
- DetailView 
giao din hin
th chi tit ca
mng d
liu trong

B2: Ti
  





 Page 20
nh
a s Toolbox
sang ca s Layout 
c li.
- Ca s Layout
a
nhng fields ca

DetailView ca
Module.
- Sau khi thit k
giao din Detail
ta chn Save.

D. ListView
B1: Chn test1 
LayoutsListView
- ListView 
din Hin th

Records trong

B2: Ti i
  
nhng Fields
t a s Hidden
sang ca s Available

c li.
- Sau khi thit k








 Page 21
giao din List ta
chn Save.
E. Search
B1: Chn test1 
LayoutsSearchBas
ic Search
- Basic Search 
giao din Hin
th 
s
record ca
module.
B2: Ti
  
nhng Fields
t a s Hidden
sang ca s Default 
c li.Nh
b

cho module.
- Sau khi thit k
giao din
Search ta chn
Save.
3nh module b Studio trong module builder
V c thao t tr s dg c th thi l c m h edit view,
detail view, list view, quick create trong ph layout.
Edit view: l m h t m hoc ch s th d b
v button edit hay create c module .
 Page 22
Detail view: l m h xem chi ti c thng tin.
List view: l mn h danh s c thng tin c module, c l m h
m khi ch v m module
Quick create: l m h t m c thng tin c thi c m module.
Trong module builder c h tr cho vic t giao di cho c dashlet,
popup view, search v c subpanel.
 4: Deloy module
Sau khi  t c c thng tin c thi cho mod s dg s
ti h Deloy hoc l Publis c th  module m t  th.
4
Deploy Module
nh
Module b
Studio 
s d
hoc Publish 
t sau.
A. Deploy
-  s dng



Module Buider 
Test
- n
Deploy
- Sau khi Deploy


Sugar.
- 
 s
d


4: D  dng trong h thng SugarCRM
 Page 23
      i s dg    
i s dg s
upload file Zip v c publish.





5: T studio
Trong ph Studio n  s dg c th t c m quan h, c nh
 l c nh cho c mod s dg c th t c quan h: 1-1, 1-
n, n-n tr ti thng qua cng c n.

6 gii nhau
 Page 24
 ch c c    s dg c th t m mt modn
gin, v t c quan h gi c module trong h th m khng c hi bi
nhi code PHP. Tuy nhin n mun m r c  d c h  c
nh hi bi v c tr c t th m th mi c ch s su v h
th y l ph gi thi v ch ng c t th m.
uga m 
Th m c 
Su      m         

  s dg.
 m Custom 
Vardefs : file n c d  

efs trong th m custom.  s
dg n mu  m n 
/custom/Extension/modules/<MODULE_NAME>/Ext/Vardefs/
Tuy nhin c lu   v  m
/custom/modules/<MODULE_NAME>/Ext/Vardefs/vardefs.ext.php 
. 
d Nn repair l  c field
 nh v nhau (Admin->Repair->Quick Repair and Rebuild).
Languages  s d    l    th  
  s trong c
th m.
/custom/include/language/ (for $app_strings or $app_list_strings)
/custom/Extension/application/Ext/Include/
/custom/Extension/modules/<MODULE_NAME>/Ext/Language/ (for
$mod_strings only)