Upsert® BPM Essentials

Prerequisites

System requirements for installation

Supported Versions

• 11.x
• 12.x

Supported Editions

• Sell
• Serve
• Enterprise
• Professional

Supported Databases

• MySQL
• MSSQL
• Oracle
• DB2

Supported Languages

• English

Overview

The Upsert^® BPM Essentials plug-in provides enhanced functionality that does not appear in your current SugarBPM, such as:

• Additional action items to improve process definition capabilities
• Increased search filters in multiple list views
• A record-specific dashlet to increase efficiency around process management

Upsert^® BPM Essentials is available to administrative users.

Installation

Once you have completed your order for the BPM Essentials plug-in, you should receive an email with instructions to download the necessary file. Once you obtain the file, complete these steps to install the plug-in to your Sugar instance:

1. Log in to your Sugar instance as an admin user
2. Go to Admin > Module Loader
3. Select the Upsert^® BPM Essentials ZIP file and click ‘Upload’
4. Click the ‘Install’ button
5. Review the license agreement, toggle the option to ‘Accept’, and click ‘Commit’

Once the installation completes, clear the cache on your internet browser to complete the configuration.

You will receive an email from Upsert within 24 hours of your purchase with the full user guide for Upsert^® BPM Essentials.