MachPanel Knowledgebase

Customization and Localization of MachPanel

rehan_waseem — Wed, 16 Nov 2011 01:33:28 GMT

Summary

This article describes how to customize and localize MachPanel.

Applies To

This article applies to all versions of MachPanel

Company Profile:

Customization of MachPanel includes Personalization, Localization, API Settings, Terms & Conditions, Menu Setting, Skin (color) changes Search Menus & Email Templates etc.

Company profile settings are used in all the documents where company information is displayed. For example, Invoice document, Payment document, customer control center etc.

Navigate to the following path: Home >> System Configuration >> Company Profile

You can display\append Legal information or Disclaimer in all email\invoice templates, add variables if Append disclaimer in emails check box is enabled
You can set a default Mailbox Template for your company as shown in the snapshot below:

Culture:

Locale selection is an important aspect of the Control Panel. MachPanel Control Panel offers you to select Locale and language under Culture tab. Languages that can be set as default are English (United States), Spanish (Uruguay), Dutch, Portuguese, and German etc..

Personalization:

The Personalization tab lets you personalize your control panel. It’s include control panel name, company name, company website URL, logo etc. Purchase More link is configurable and providers/resellers can provide external link in a field available under Personalization tab in company settings interface.

Personalization is now divided into 4 sections:

Control Panel Settings

Customer Settings

Other Settings

URL to purchase more resources direct from the management interfaces where the existing resources reach their limit:

If the configurable field is left blank, MachPanel will redirect to the offline order form and if any associated Addon is available for sale, it will get selected to be sold.
The functionality will be available on both client and provider/reseller side with extra permission for client to be able to purchase via offline order form. If external link is provided, it will be available without any permission from client side also.
Functionality is implemented in Exchange, SharePoint, CRM, Skype4B and Hyper-V

Please review following KB article for Private Labeling (customize company website URL on different ports) of MachPanel:
http://kb.machsol.com/Knowledgebase/Article/50079

Please review following KB article for White labeling of Reseller\Customers in MachPanel:
http://kb.machsol.com/Knowledgebase/Article/50242

API Settings:

You can set the user credentials and enable\disable status for the API.

Terms & Conditions:

Add terms and condition for your Control Panel

Skins:

Add Skins for your Control Panel.

Allow Resellers to change Skin Settings
Allow Customer to set Skin
Allow Employee to set Skin

You can also Add Custom Skin

Schedule Usage Reports:

You can add a new schedule for usage reports by clicking on Add New Schedule button; Please see more details on KB given below:
http://kb.machsol.com/Knowledgebase/Article/50362

Menu settings:

The Menu settings and Skin (color) change of MachPanel;

You can add a new node to your control panel menu and can modify the existing – custom added mode.

Please review following KB article for more details: http://kb.machsol.com/Knowledgebase/Article/50299

To change a Skin, you have to select the desired color from the upper right corner of the Control panel web interface. See the snapshot below:

Search Menus:

Searchable menu in PCC\CCC.

Hide \ UnHide Modules:

As part of MachPanel customization, you can hide unwanted built in modules like Billing Module, HelpDesk Module etc from control panel. To do so, navigate to Home >> System Configuration >> Built in Modules:

Uncheck the items which you want to hide\unhide and click on Update Configuration button. The hidden modules will be not visible in control panel.

Managing Email Templates in Control Panel:

The flow of handy and well managed information among different involved entities in a business is the primary goal to be achieved. As this plays a very significant role in each business operation, one of such managed piece of information could be in the form of an email or a draft, which can be your business identity for a product or any other important document. Thus, Control Panel provides you different email templates which you can modify according to your needs and trends with ease and flexibility to interact with your customers for billing issues or any other concerns.

Please review following Kb article on Customizing and Handling email templates: http://kb.machsol.com/Knowledgebase/Article/50121

Enable MailChimp

You can also enable MailChimp in MachPanel in latest build

Add Custom URL in System Navigation

rehan_waseem — Wed, 16 Nov 2011 00:44:07 GMT

Summary

This article describes the procedure for creating custom nodes and URL in MachPanel

Applies To

MachPanel Version 6.0.20 and above

Procedure

As part of MachPanel customization, custom nodes and URL can be added in MachPanel by going to Home >> System Configuration >> Menu Settings:
You can enter a custom URL in System Navigation area for Provider/Resellers/End Customers.
Also Reseller can create custom URL in System Navigation from themselves and their customers.
In the functionality of adding/editing/removing custom menu for MachPanel, an enhancement is added to allow end users to provide title of the menu item in multiple languages. Until now it was only possible to set the title of the menu in single language.

Customize Email Templates and Email Delivery Options

mudesira.munir — Thu, 12 Mar 2009 07:42:13 GMT

Summary

This article provides help on configuring Email Delivery options and how to customize email templates that are sent to the customers.

Applies To

MachPanel all versions

How To Configure Email Delivery Options?

ERR MSG: Error In Sending Mail. Details: Mailbox Unavailable. The Server Response Was 5.7.1. Client Does Not Has Permission To Send As This Sender

To configure automatic emailing feature in MachPanel you need to provide SMTP information. In Microsoft Exchange based email environment, follow these steps:

Create an Exchange mailbox for SMTP authorization. For example, app.mailing@domain.com
Go to Home » System Configuration » Emails Configuration » Email Delivery Settings. See snapshot below:

Enter Internal/external IP of Edge/HUB server in SMTP server field.
Enter 25 in port number field. Enter 995 in port number field if it is being protected.
Turn on SMTP server requires authentication.
Enter app.mailin@domain.com in SMTP user name field and provide its password.

IMPORTANT: You should ensure that app.mailing@domain.com can send email as your sales/support account. For example, if your support account is support@oxyhosting.com and you want to send emails using app.mailing@domain.com then it should have Send As permission on support@oxyhosting.com account.

To set Send As permission:

Start the Exchange Management Console.

In the console tree, click Recipient Configuration.

In the result pane, select the mailbox (support@oxyhosting.com in our example) for which you want to grant the Send As permission.

In the action pane, under the mailbox name, click Manage Send As Permission. The Manage Send As Permission wizard opens.

On the Manage Send As Permission page, click Add.

In Select User or Group, select the user (app.mailing@domain.com in our example) to which you want to grant the Send As permission, and then click OK.

Click Manage.

On the Completion page, the Summary states whether the Send As permission was successfully granted. The summary also displays the Exchange Management Shell command that was used to grant the Send As permission.

Click Finish.

After this you need to verify emailing works. To do this, Click Send Test Email button.

Configuration of Email Delivery for Gmail SMTP

Sign in to your Google Account
Visit Google Account Security Page
On the Search Bar, type 'app password' and then from drop down click 'App Passwords'

Create an App Password (Give the App Name and then click Create)

Copy the password
Set Email Delivery Settings as below

*Note: Ensure that outbound traffic on port 587 is allowed

Specify Email address for Email Templates:

Go to Home » System Configuration » Emails Configuration » Email Templates and specify the ‘to’ and ‘from’ email addresses along with relevant fields.

Customize your email Templates:

The emails that are sent out to your customers can be fully customized. Before customizing templates, understand the following concept.

To setup email templates navigate to the path: Home >> System Configuration >> Email Configuration >> Email Templates
Click Edit Template link for the template you wish to customize. See the snapshot below:

The edit template screen shows following:

Runtime Variables: Runtime variables are set of variables which you can use in the email template. These variables are replaced with actual value at the time of email generation. Runtime variables are great for fully customizing your emails.

Example: If you insert %companyName% variable in an email template it will be replaced with "Your Company Name" when the email is actually sent out to the customer.

When customizing email template, you will notice 3 types of runtime variables available.

Company Variable: These are set of company related variables.

Customer Variables: These are set of customer related variables.

Group Variables: These are specific to email group you are editing. For example, when editing Package Information Group emails you will see variables like %packageName%, %subscriptionID% etc.

Kill Template: Enable this check box if you want to suppress the email template. In this case the email will always be bypassed.
Kill/Unkill all templates of Group: By selecting this option all of the Template of Group will not be sent to anyone.
Do not send to Customer: When this option is checked "Emails Notifications" are not sent to customers.

Translating MachPanel In Your Language

fawad.khan — Wed, 11 Feb 2009 08:16:24 GMT

Summary

This article explains how to translate MachPanel in your language using MachPanel Translation Toolkit Utility.

Applies To

MachPanel all versions

Solution

To translate MachPanel in your local language follow the steps mentioned in the attached document.

Customize Order Forms

mudesira.munir — Tue, 04 Nov 2008 00:52:06 GMT

Summary

This article provide a summary how to create/customize an order form via MachPanel .

Applies To

This article applies to MachPanel v5.6.44 and above

Create a new Order Form

Navigate to the following path: Home » System Configuration » Store Configuration

Enable email verificationfor new customer registration: If this checkbox is checked, new customer will have to verify via email before using online store as explained below:
Click New Order Form button, this is how it will look like

Provide name of Store, Payment Groups, Domain option, Store title etc.
Provide Continue Shopping URL and Terms URL.
You can Add Header and footer for your order forms as shown below:

Select "Service Plans/Package(s)" for your services.

After Selecting Packages and providing all the details click Save and it will save the order form, you will be shown a success message like this

and added online store (order form) will be shown listed as shown above.

Click on Launch Store button to verify the order form

Click on "Login" button.There you will be shown option to login or register.

Clicking "Register Now" will take you to Registration form which looks like.

Once all information is specified and "Create Account" button is clicked, you will be taken to verification step as checkbox Enable email verification for new customer registration is checked.

After specifying code received via email, newly register customer will be able to log into Store to proceed shopping.