by KINAMU Business Solutions GmbH

The new GDPR, which enters into force on May 25, 2018, gives data subjects extensive possibilities to exercise control over their personal data. This results in a variety of obligations for data controllers. In order to be able to pursue this in a compliant and controlled manner KINAMU has developed a tool which helps you process and document requests from data subjects which are stored in your CRM System.

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Installation Guide

Installation Guide for KINAMU GDPR Module

Requirements

SuiteCRM 7.x
Sugar 6.x
Sugar 7.x
Sugar 8.x

Step 1

Back up your entire CRM system (files and database)

Step 2

Go in the Adminstration Section
suite-crm-install-1.png

In the Admin Section navigate to the module loader. From there, select and upload the zipped module.
If the module is successfully uploaded, press the install button.
From there follow the instructions.

Step 3

Add the Role "Privacy Manager`" to your roles and assign Users to it who are supposed to use the module.

In the Adminstration Section go to Role Management

2018_06_08_16_15_13_KINAMU_SuiteCRM.png

Create a New Role

create_role.png

Call the role "Privacy Manager", this is important since we check for that exact name.

save_role.png

Add those users who you want to have access to the module

add_user_to_role.png

Step 4

After you have installed the module add following fields to the Detail and Editview in Studio to the modules Contacts & Leads:

  • Agree to Data Processing
  • Agree to Newsletter
  • Agree to Profiling

Add following fields in Studio to Cases in the Detail and Editview:

  • Comment Log
  • Add Comment
  • Related To
  • GDPR Ticket Type

Step 5

If you need assitance here, please contact us.

To make the the Comment Log field a read only Field you need to edit the Cases editviewdefs.php in custom/modules/Cases/metadata
and find the array for the field knm_comment_readonly_c and add 'type'=>'readonly'
afterwards the array should look like this:

          array (
            'name' => 'knm_comment_readonly_c',
            'type'=>'readonly',
            'label' => 'LBL_KNM_COMMENT_READONLY',
          ),

To add the Anonmyize and GDPR Log Buttons to Leads and Contacts
go in the filesystem to: custom/modules/Contacts/metadata
and edit or add the file 'detailviewdefs.php'
if the file does not exist copy it from modules/Contacts/metadata
copy following two arrays in the 'buttons'array:

              5 => array (
                  'customCode' => '<input type="submit" class="button" title="GDPR LOG" onclick="this.form.return_module.value=\'Contacts\'; this.form.return_action.value=\'DetailView\'; this.form.record.value=\'{$fields.id.value}\'; this.form.action.value=\'gdprlog\';" name="KNM GDPR Log" value="GDPR Log"/>',

              ),
                6 => array (
                    'customCode' => '<input type="submit" class="button" title="Kontakt anonymisieren" onclick="this.form.return_module.value=\'Contacts\'; this.form.return_action.value=\'DetailView\'; this.form.record.value=\'{$fields.id.value}\'; this.form.action.value=\'anonymize\';" name="Anonymize" value="Anonymize"/>',

                ),

The index of the array (5,6) can vary from system to system and does not matter

Now go in the filesystem to: custom/modules/Leads/metadata
and edit or add the file 'detailviewdefs.php'
if the file does not exist copy it from modules/Leads/metadata

            6 => array (
                'customCode' => '<input type="submit" class="button" title="GDPR LOG" onclick="this.form.return_module.value=\'Leads\'; this.form.return_action.value=\'DetailView\'; this.form.record.value=\'{$fields.id.value}\'; this.form.action.value=\'gdprlog\';" name="KNM GDPR Log" value="GDPR Log"/>',

            ),
            7 => array (
                'customCode' => '<input type="submit" class="button" title="Anonymize Lead" onclick="this.form.return_module.value=\'Leads\'; this.form.return_action.value=\'DetailView\'; this.form.record.value=\'{$fields.id.value}\'; this.form.action.value=\'anonymize\';" name="Anonymize" value="Anonymize"/>',

            ),

Again, the index of the array (6,7)can vary from system to system and does not matter

Support
For support, contact us: office@kinamu.com

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