MachPanel Knowledgebase

White label Reseller\Customer Logo & Branding

mudesira.munir — Mon, 23 Aug 2010 09:29:00 GMT

Summary

This article describes how is it possible to customize the MachPanel for resellers\customer. On the Reseller\customer URL, you can view Company name, Panel name and Logo on the logon page and inside of the control panel.

If an end customer of reseller, then the reseller decides what to make for his customers.

Applies To

MachPanel all versions

Solution

MachPanel offers private labeling to Providers, white labeling of Resellers and End customers. If a provider customer, then provider has to setup their URL and Logo etc. If an end customer is of reseller, then the reseller decides what to make for his customers.

First of all you have to setup URL in DNS that should point to MachPanel Server.
In second step add Add Binding in IIS.
Select the SSL certificates if required.

4. In third step Add address in MachPanel. (for provider its done via Configuration studio), for reseller and end customer its done from within panel. (White label tab).

How can the Provider Setup White Label Reseller?

There is an option available to the provider to setup reseller's control panel URL through an entry in the White Label Reseller section.Two things need to be done to accomplish reseller white labeling.

The Reseller's URL needs to be setup and configured in IIS by the Provider . Host Names / Host Headers need to be added to the existing MachPanel website or a new website needs to be created in IIS (as explained above in second step). This site is mapped on same path that of MachPanel Control Panel website.

Configure Reseller White Label Control Panel. Login as provider and navigate to: Home >> Reseller Customer >> Reseller Detail. Click on "White label" tab and then enter Resellers White label URL.

Within the reseller control panel, there is further option available to the reseller to change their logo, company name and control panel name. After login, a reseller can navigate to following path to modify the company information: Home » System Configuration » Company Profile
The same company name, panel name and logo appears on the logon page, when a reseller End customer uses the reseller's URL to access the control panel

Note1: Please ensure to use "MachPanel_Web" as the web anonymous user and as Identity user on all MachPanel web sites. You will need to reset password for this user and then set this user on new sites as well as reset password in IIS for the existing "MachPanel Control Panel" website.

How can the Provider Setup Customer White label URL?

Provider can also white label his own customer by navigating to the following path: Home > Customer Manager > Customers

Click Customer Name and select White Label tab.
Check Enabled box and provide white label URL and setup their Company logo, company name and control panel name. The URL needs to be setup and configured in IIS by the Provider.

Note: MachPanel does not care what URL is used. It will authenticate customer based on credentials regardless of provider. If End customer is a provider's customer, then provider has to setup their URL and Logo etc. If an end customer is of reseller's, then the reseller decides URL for his customers.

How To Customize Invoice

mudesira.munir — Thu, 05 Aug 2010 07:35:06 GMT

Summary

This article provides information about how to customize invoice that is generated from MachPanel.

Applies To

MachPanel all versions

Procedure

It is very easy to customize look & feel of invoice that is generated from MachPanel. Follow the below steps to customize the invoice.

1) Navigate to Home > System configuration > Billing Configuration > General Billing

2) Click on Invoice Template Tab to edit invoice template.

3) Provide the required changes and click on Save to complete the customization.

Note: Please use only .jpg format for images.

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.

Configure MachPanel To Run On Port 80 on a Customized URL

zohaib.shaikh — Mon, 27 Oct 2008 00:41:12 GMT

Summary
This article describes HOW TO Configure MachPanel to run on port 80 on a customized URL.

Applies To
MachPanel

Solution
Following steps elaborate, how to configure MachPanel to run on port 80 (instead of 786) on a customized URL. For example: http://cp.webhost.com, where webhost.com is your website name.

Steps

Open MachPanel Configuration Studio. Then go to the following navigation path in MachPanel Configuration Studio: Configure >> Control Panel Website.
Update following settings as per your requirement:

IP Address: Select the IP for the website.

TCP Port: Leave 80 as TCP port.

Host Header Name: Enter your customized URL e.g. http://cp.webhost.com

3. Click on Update Setting button to finalize changes.

You have now configured MachPanel to run on port 80. Open browser, enter http://cp.webhost.com and you should see the login page.