Hi this is Andrew at 20i, and today we're going to be looking at how to install WHMCS
via the one-click available within the My.20i.com control panel. So if
you purchase WHMCS from us we make available a one-click install that
makes the whole process a great deal easier. To get started and to get it
installed onto a hosting package of your own firstly you want to make sure that
you within the my.20i.com control panel so the main area of the 20i
account and under Reseller Management you will see a WHMCS icon. It
should be the green circle in the control panel under Reseller Management.
So, to get it installed we need to select this icon. This should then take us to a
page whereby we can see information regarding the license that we've
purchased so we can see the license itself here we can see the payment type
against the license and how often it renews which will actually always be
monthly and when they were next renewal will be and we can see the type of
license here so we for example we can see that I have a starter license. So
there are two options here: if you wish to manually install WHMCS you can
click 'Download' and this will give you the necessary files whereby you can then
install manually onto your own hosting package. However we have we have a much
easier option here whereby if you click 'Install' and just enter some required
fields it makes the process a whole lot easier. So for the purposes of this video
we're going to click install and proceed down that route. So if we click install
this would then take us to the one-click install form. On this on this page well
on this form we want to select the package that we wish to install or
intend to install WHMCS to. So for the purposes of this video if I
select the drop down list I'm going to install install this to 20isupport.com.
The directory: this pertains to the directory that you wish
to install WHMCS to so for example if I want to do which WHMCS to be accessible
via /hosting so 20isupport.com/hosting, I would enter hosting into
this field here. For most purposes you want to make sure that WHMCS is
installed to the root of the hosting package so if someone visits 20isupport.com
or whatever your domain is then the installation the WHMCS
installation will be accessible there. The key point here to note is WHMCS
is basically your own site whereby you can resell hosting and domain names
so normally you just want to have that set to the document root of the domain
S o that's what we're going to do here so our WHMCS installation will be
accessible over 20isupport.com. We have the license key here again that's how we
don't need to concern ourselves with that. So here we have an email address
field the email address field requires the input of the email address you wish
you wish to be associated with the admin user of the WHMCS installation. So for this
purpose I'm going to be putting in my 20i.com email address. The admin user
name here is the admin user name that we wish to be associated with the admin
user for WHMCS so this will be the user name that we'll be logging in to
the installation with. So for this I'm just going to be nice and easy here and
put admin and the password I'm I can't tell you that I'm gonna enter one there
and that would just be the you the password associated with the admin
WHMCS user. So once we've done that we just want to click 'Install'. The
installation takes about a minute or so so you just want to allow that a little
bit of time to go through. Once WHMCS has been installed you should see a page
similar to this. The page should say install successful and that the install
has completed successfully here we can see the domain that
we've installed WHMCS to - for you it may be the domain
and sub-directory you've installed it to - but here this basically just shows the
link that the install has been installed-to. So to get everything configured we're
going to go to the domain or whatever URL is there for you and once we've done
that we should then see a WHMCS default page. To get the integration sorted with
the platform here we'll want to go to the admin facility within WHMCS. To do so
we just need to go to the URL above or wherever you've installed-to and go to
/admin. Once you've done that you should then be taken to the page here
the username and password here of those that you entered into the form earlier
via the one-click facility so the username here if you were paying
attention of myself was 'admin' and I can't tell you
the password but we'll pop that in that which we added earlier and we'll then
select 'login''. Once we're logged in it should then come up with a page like
this. We can ignore the pop-up here it's not required so in terms of getting
everything integrated with the platform here we'll want to do some fiddling with
some settings within WHMCS and should then hopefully be able to get
domains and hosting packages provisioned through your WHMCS
installation onto the 20i platform. So firstly we'll want to set up what's
known as a 'custom field'. This custom field that we're about to create deals
with Stack Users so essentially you need to tell WHMCS to link your own customers
within the installation to the Stack Users on our platform or you know to
actually create them. To do this we go to 'setup > customer client fields'. As you can
see here I've already pre-configured my own so the field name can be anything
you like you can have that as Stack User, you can have that as Users and that can
be called anything you like but I would advise to keep the the field name
sensible. So once you've entered a name that you
want for that field you then just need to make sure that 'admin only' has been
selected. Once you've done that just press 'Save Changes'. You should then see
something like this saying 'your changes have been saved'. So that's now configured
and the installation will be able to communicate with the 20i
platform in terms of creating Stack Users and linking Stack Users. So now we
want to go ahead and get the actual module configured in order for hosting
products to be provisioned onto the platform. To do this we want to go to
'Setup > Products & services > Servers' here. We want to add a new server in order to
get the module installed for provisioning. So here select
'Add new server'. Once you've done that the form is slightly intimidating but you
don't need to worry as we were only concerning ourselves with two of the
fields and the drop-down. So the ones that we're concerned with here are the 'name'
the 'type' and the 'password'. So for the name I would advise keeping this sensible so
you'll just want to add 20i. The type will be the module so you just want if
you're provisioning via 20i which you probably will be if you're watching this
video you just want to select 20i. The password - it's not a password as such
what you want to enter here, it's the combined API key. They combined
API key is essentially just that: it's a key essentially allows
access to the platform and for you to provision hosting packages and services
such as domain names onto your account at 20i. To get the combined API
key we need to go back to 20i control panel. So from here go to
'home'. Once you've selected 'home' the page should
then load. Once loaded you should then go to 'Reseller
preferences' and under Reseller preferences' select API. Once you're on
the API page you should then see a section saying authentication and
credentials. On this page we want to generate a new key. Select 'Generate new
key'. Once you've done that you should then see three keys: the API key, the OAuth
key and the combined API key. You want to make a note of all three in case you
to use them later, but for our purposes were solely concerned with the
combined API key. So, here we'll copy the combined API key and once we've done
that we just want to enter it into the password field. Once that's been done you
should then have name 20i type 20i and password being the combined API key.
You can also set name servers if you wish to do so. So for example 'ns1, ns2, ns3 and
ns4.stackdns.com, but it's not a necessity at this stage but that can be
done. Once that's all good press 'Save Changes'. That should then save and that
should then give you the ability to provision hosting packages or at least
add product types and hosting packages within WHMCS that can be later
provisioned. From here we now want to concentrate on products. So from this
point we want to go to 'Setup > Product & Services > Products & Services'. This
should then take you to a page that looks like this. To begin creating
products and linking to hosting package types that you have within your 20i
control panel we want to create a product group. So to do this just select
the button here. On this page you just you have a few
options here so you can create the name for the product that you can add the
name for the product so for example you can enter 'Shared hosting' as it suggests
there, a headline for the product itself so select your plan select the best one
ever - that's just a headline for that
particular product - and a tagline as it suggests there. For our purposes because
this is just a tutorial we're just going to put 20i in all fields but you
want it of course like I say you'll want to add your own for your own site. And then
we'll just Save Changes. Once the group has been created we can then add
products to that particular group to do this we select 'Create a new product'.
So on this page we can select the product type that we wish to add normally if not
for almost all purposes you want to have that as hosting account, the product group
will be the product group that we've just created, the product name will be
the type - will be the name of the product - so for example if I wish to sell a 'Linux
Unlimited' package - so for example if I had that as a package type within my 20i
control panel I just enter that as 'Linux Unlimited'. Once I'm happy with that
I then press 'Continue'.
Once that's been done you should then see a page like this. So now we need to
look at configuring the product in order to make sure it successfully provisions
on to the platform. So to do this we firstly want to go to 'Module settings'.
On the module settings page we want to select the module name that we want to
provision against regarding this particular product. So for this purpose
you want to select 20i from the drop down menu. Once you've done that you
should then see a drop down here. The 'Type code' essentially refers to the
hosting package types that you have configured on the 20i account. So for
example if we go back to My20i and go to 'home', once we've done that we then
want to go to 'Hosting package types' under 'Reseller preferences'. Under this
section we can see the hosting package types that we've created on our 20i
account. If you go back to WHMCS you should see that this matches the
drop-down that we have here. So this is essentially just communicating with the
platform and asking it what package types are available and here we can
select what the product should provision as. So for this we're going to do it as
'Linux unlimited' which matches with the package type that we have here. The admin
user mentioned here it's just the admin user of the WHMCS account - so that which
we specified in the original one-click form - and the Stack User is the custom
field that we've just created. So that's all good. So we just want to select 'Save
Changes'. Ok so we now have the module configure configured with respect to the
product. To make sure that the ID of the package is sent off and created
successfully we need to make sure we have a custom field regarding the
package ID. So on the platform every package has its own ID and in order for
it to provision correctly we need to make sure it's provisioning via WHMCS
with a package ID field. So for this purpose we want to enter a package ID
field here. The field name needs to be exactly like this so it needs to be
lowercase 'package' and uppercase 'I' and a lowercase 'd'. Once you've done that we
then want to select 'admin only' and save the changes. Once you've done that that
should be your very first product configured and going forward that should
provision on to the platform once you have customers. You can set
pricing later on so pricing can be configured here and you have other
options that you can select throughout the product tabs, for example you can
select a welcome email. The welcome email here is that
which you can you can either set welcoming emails within the 20i
control panel or you can set your own within WHMCS - but that can be for you to
peruse. So now that we have hosting products configured we now just want to
take a look at configuring the domain registrar module so that you can
register domain names with and via 20i. To do this we want to go to 'Setup
products services' and 'Domain registrars'. Once you've gone to the domain
registrars page you should see a number of domain registrars available. As you're
with 20i you will likely be wanting to use the 20i module and this is what
we'll be doing for the the purposes of this video so here where it says 20i
you'll want to select 'activate'. Once you've selected 'activate' it should then take a
minute or so and you should then be presented with this form. So as you can
see it requires a password an admin user and a Stack User a custom field. We
already have these two configured: the admin user is just the admin user that
you logged in as and the Stack User custom field is essentially their the
custom field that we configured earlier regarding Stack Users so domain names
know what Stack User to register against. So you're probably wondering what the
password is. Again it's not a password as such, it's
the combined API key. So, to get this we just want to go back to the page that we
went to earlier or hopefully if you have it saved you just want to use the
combined API key. So, we'll go back to this page
and we'll pop the combined API key in there. Once we're happy with that and
that's spot-on we just want to select 'Save Changes'. So this should then display
the following and it should say 'Changes successfully saved'. So the domain
registrar module is now configured so in terms of actually configuring domain
names - so it's domains that you sell - you'll want to go to 'Setup products & services' and
'Somain pricing'. On this page you can configure the type of domain names that
you sell so for example we don't have any domains for you here at the minute but
if we wanted to start selling .com domains, in the TLD field we would enter
'.com'. We can then set the auto registration so
for example who the dot-coms register through. As long as you've configured the
domain registrar facility correctly domain 20i
should appear there. Once you're happy with that just select 'save'. Once that's
gone through you then have a number of options available so that '.coms' begin
appearing when people search on your WHMCS installation you just want to go
to 'Open pricing'. From here you can select the years that customers are able
to register all transfer domains for and renew and set the price accordingly. But
this is up to you to decide and you can set whatever pricing you
wish that's totally up to you also on this page we can configure the look of
provider so who we look up domains through so for example we have the
default look up provider configured here but we can change that.
So we can change that to standard who is all we can change it to domain registrar.
So again it's up to you who you choose but if you're using the 20i module
you normally want to select domain registrar. Once you've done that that
should then mean that the domain registrar module and the hosting module
are configured and we'll be good to go once you start getting your own customers. We
hope this has been helpful and if you have any further questions please do get
in touch with our support team we'll be more than happy to help
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