Uploading and installing component

  1. Click <My Profile> | Administration | Customization | Component Manager.

    Sage CRM lists the installed components.

  2. In the Add Component panel, browse to select the .zip file of the component you want to install.
  3. Select Upload New Component.

    The component is added to the Available components list.

  4. In the Available components list, select the component you want to install.

    You can select View Details to display information about the component. Ensure you select the latest download of the component. If you’ve installed the component before, the latest version has a number after the name.

  5. Select Install Component.
    • Complete all fields.
    • Set Apply All Changes to Yes to overwrite existing customizations made by installing previous components. For more information, see the Developer Help on the Sage CRM Help Center.
    • Select Preview Install to view the script that will be executed when the component is installed. You can export the script to a .csv file.
  6. Select Install Component and then select OK.

    The Component Manager loads the new information, recreates the views, and reloads the metadata.

    When the component is installed, you can select View Log File to view detailed information about the install. Alternatively, select <My Profile> | Administration | System | Logging.

  7. Select Continue. The component is displayed in the list of installed components.
The Component Manager doesn't provide functionality to edit installed components. Once a component is installed, the metadata it contains is merged with the rest of Sage CRM metadata. After that, the Component Manager can no longer identify and segregate the metadata of an installed component added to the system.