SugarCRM Migrations

Copy the regional settings:

-Date settings

-Time settings

-Language settings

-Currency settings

-Password settings

-System settings

-Edit available languages

Copy the workflows:

-Create the same workflows

-Copy the alerts and steps

Customisations:

-Export the customisation from Sugar from the source env

-Import the package in the Module Loader in the destination env

-Copy the translations from custom/include/language/ from source to destination

Additional modules:

-Export the modules from Module Builder inthe source env

-Import the package in the Module Loader in the destination env

Copy the panels layout:

-Replicate the panels layout

-Replicate the subpanels layout

Copy the security roles:

-Create the same security roles

-Copy the same configuration for the security roles

Copy the users:

-Configure the mail setup

-Create the users

-Assign the same security roles to the users as in the source env

-Copy the reports

-Copy the dashboards