MachPanel Knowledgebase

RDS (Remote Desktop Services) Integration, Subscription and Management

mudesira.munir — Wed, 11 Dec 2019 11:43:30 GMT

Summary

This article provides information about how to Integrate, Subscribe and Manage Remote Desk Services (RDS) in MachPanel Control server.

Applies To

MachPanel version 7 and above

Prerequisites

Active Directory Domain is Integrated https://kb.machsol.com/Knowledgebase/50263/-Add-Active-Directory-Domain-in-MachPanel

Procedure

Enable RDS module: Log-in as Provider (or its Staff with abilities to Enable Built in Modules) Navigate to Home > System Configuration > Built-in Modules (../RCC/System/ConfigureModules.aspx)

Log-off and Log-in again to see changes.
Enable RDS provider(s) (should be enabled by default):
Navigate to Home > System Configuration > Providers > RDS Providers then Check "Enabled" and Click Save:

Add Server Group

Navigate to Home > Service Director > RDS Hosting > Server Groups click to Add Server Group

Server Group Name: A name of one's own choice
Provider: Select from enabled RDS Provider (s)
Active Directory Domain: Select from Active Directory Domains

Add Server to Server Group:

Navigate to: Home > Service Director > RDS Hosting > Server Groups > Servers

Once you click "Servers" button, you get following screen to fill in "Server FQDN", "Server IP" and "Roles" in RDS Server settings:

Server FQDN: This is the Fully Qualified Domain Name for RDS Server.
Server IP: This is the IP address (as per IP Binding in MachPanel Remote Configuration Studio) of RDS Server.
Roles: This is the designated Server Role (deployed on remote RDS server). You can select "RD Connection Broker", "RD TS Gateway" or "Both" from drop-down:

Once added, Server will be shown in listing like this:

Click Test Service to ensure that connection is successful.

Add Microsoft RDS Service Plan

Navigate to Home > Service Plans > RDS Hosting, Click "Add New Product" from "Reseller Product Listing" or "Customer Product Listing" to add new plan for Reseller or Customer accordingly.
Flow is same as that of other modules (https://kb.machsol.com/Knowledgebase/52399/Creating-Service-Plan-Package-in-MachPanel) with the exception that cost and price of each resource can be set individually.

Basic Info

Resources

Payment Cycle and Payment Group Selection

Price Group: Cost and Price against each collection

Associate Add-on (only billing only add-on is available)

Click Finish button to complete package creation.

Subscribe customer to RDS Hosting Service:

Follow the steps as highlighted on KB link below but choose "RDS Hosting" from Service selection:
https://kb.machsol.com/Knowledgebase/50275/Sell-a-service-to-customer-in-MachPanel

After order is completed, Job is added to Service queue, after getting processed subscription will list in RDS Accounts

Manage RDS Hosting:

Navigate to Home > Service Director > RDS Hosting > Accounts

Clicking "Manage" link will take you to General Information tab:

You can put the subscription On-Hold, mark it Cancelled and /or Generate Renewal Invoice. Subscribed Add-on(s) and Billing details can be viewed in next two adjacent tabs.
You can view or add Policies from Polices Tab:

Click "Add Policy" button to add new policy:

You can view or add User Settings by clicking on User Settings Tab:

Lastly, You can Add New File Share and Sync All File Share Used Storage by clicking File Share.

You can navigate to detailed management of RDS Organization by going to RDS Organizations Tab and clicking on "Manage" button. Afterwards you get to see detailed management options as below:
Organization show read only Organization related information.

Security Group

User in an RDS organization are listed where these can be searched based on any of the given search filters

Add user

Add users in bulk using .csv

Update users in bulk Using .csv

Operations on User can be performed by clicking against any user in RDS users' listing

Like click on change password shows pop-up to change password

Edit user Interface looks like

Status and progress on actions performed can be tracked in Group Actions (Adjacent Tab)

CSP Secure Application Model

rehan_waseem — Tue, 30 Jul 2019 06:56:37 GMT

Summary

This articles provides info on CSP Secure Application Model introduced as a secure framework for authenticating Cloud Solution Provider (CSP) partners and Control Panel Vendors (CPV) using multi-factor authentication (MFA).

Applies To

Applies to MachPanel build version 6.2.10 and above.

Steps to integrate CSP Secure Application Model

References:

http://assetsprod.microsoft.com/csp-partner-application-overview.pdf
https://docs.microsoft.com/en-us/powershell/partnercenter/secure-app-model?view=partnercenterps-1.5

Overview

MachPanel's Microsoft CSP / Office 365 Module is the only management software that completely wipes out the complexities in Office 365 management by its unified approach. It allows you to significantly reduce your time to manage users, groups, contacts and manipulate plenty of settings via single interface. It is simple, fast and consolidated admin center that allows you to perform numerous action at a time without waiting for any previous one to be completed.

CSP Secure Application Model introduced as a secure framework for authenticating Cloud Solution Provider (CSP) partners and Control Panel Vendors (CPV) using multi-factor authentication (MFA) by Microsoft, will elevate security for operations involving the Partner Center API. This model helps to protects the partner's infrastructure and customer data from security risks.

For details of "Summary of Steps to perform on Microsoft Azure Portal" and "Steps to perform on MachPanel Control Panel Server", please review KB link below:

https://kb.machsol.com/Knowledgebase/54511/CSP-Module-Configuration-Guide-for-MachPanel-Automation-Solution

Integration of Work Folders Hosting Module

Zeeshan Masood — Wed, 22 May 2019 13:05:51 GMT

Summary

This article provides summary on how to integrate Work Folders Hosting Module.

Applies To

MachPanel build version 6.1.30 and later.

Integration of Work Folders Hosting Module

Work folders hosting module is a powerful tool for file sharing and storage. To offer this product via MachPanel, 1^st provider needs to enable it from built-in modules.

Server Group

A server group may have multiple servers in it. Server Groups support following operations: Add Group Member, Disable, Edit, Remove, Sync Quota Templates.

Add Group Member lets you add another member to Server Group.
Disable allows you to disable the server group.
Edit lets you edit the server group settings.
Remove lets you remove the server group (if it is not in use\referenced in any product\service plan).
Sync Quota Templates will sync all “File Storage Quota Templates” from all servers added under this server group to database. These can be latest used in add\edit work folders.

Step-1: Add Server Group

To integrate Work Folders Module, first step is to add server group for this module.

Go to following path: Home > Service Director > Work Folders Hosting.
Click Add Server Group to add a new group as shown below:

In Step-1, type in Server Group Name, then select the provider for Work Folders hosting.

Two different type of server groups can be added based on Storage Configuration:
- Stand Alone
- Clustered

a). Stand Alone: If a server is being added under Standalone the Storage Location section appear in Step-2.

b). Clustered: If a server is being added under Clustered server group there will be no “Storage Locations” section.

Add Storage Location by clicking Add New Storage Location as shown in below snapshot. Storage locations are pre-defined under server group or server under which work folders are hosted for clients.

In Clustered type server group these storage locations are added\managed at server group level.
In Stand Alone type server group these storage locations are added\managed at server level.

Click Add to Add Storage location an then click Next to proceed to Step-2.

Step-2: Add Server under Server Group

A server can be added in Standalone or Clustered mode based on what is set in server group.

(Standalone with Storage location)

MachPanel expects following inputs for Standalone mode.

New Work Folder is created on a server and storage group which is least used. On the basis of used space by work folders and number of folders created on the server.
Public URL field is mandatory, this will be shown to end user so that they can use it to access work folder.

(Clustered with no Storage location)

MachPanel expects following inputs for Clustered mode.

Public URL field is mandatory, this will be shown to end user so that they can use it to access work folder.
Click Finish to complete the integration.

Once the server gets added, it has following supported operations: Test Service, Sync Quota Templates, Disable, Edit, Remove

Test Service lets you test connectivity with Work Folder Server.
Sync Quota Templates will sync all “File Storage Quota Templates” from this servers to database. These can be later used in add\edit work folders.
Disable allows you to disable the server.
Edit lets you edit the server settings.
Remove lets you remove the server.

Create Work Folders Hosting Products \ Service Plans

After creating server group and adding server(s) to it, next step is to create Work Folders Hosting Products \ Service Plan.

All common operations are supported in work folders products\service plans as well. For Example, Add new plan, Clone, Edit, Activate, De-Activate and Remove. Plan in use cannot be removed, Add new plan steps and inputs are almost same as other plans.

Plan upgrade or downgrade is not supported.
Managed and Un-managed Add-ons can be offered.
Any number of work folders can be created in hosting, until storage quota space is available.
Work folders resources in Plan\Add-ons the way that plans may have unlimited quota but add-ons can’t have unlimited quota.

Migration between versions of Exchange Servers integrated in MachPanel

zohaib.shaikh — Mon, 17 Sep 2018 10:45:50 GMT

Summary

This article provides summary how to perform migration between versions of exchange servers integrated in MachPanel.

Applies To

This article applies to MachPanel build v6.0.32 and above.

Migration between versions of Exchange Servers integrated in MachPanel

Migration from one version of exchange (e.g. 2007/2010/2013/2016) to another (e.g. 2010/2013/2016/2019) has to undergo two phases.

Back-end Exchange migration.
Control Panel Database modification to reflect the changes.

Kindly note that MachPanel does not offer any migration between versions of exchange integrated. You have to perform the migration on backend (directly on your Exchange Servers) and then the control panel will need to be modified to recognize those changes and allow you to continue management of your organization and users after they are moved over to new Exchange Server.

In any upgrade/migration scenario, following would be possible options:

Upgrade existing setup/server to latest version of exchange (Back-end work). All organizations get updated in single go. After this we can switch Provider IDs of existing server so that it becomes server group of latest Exchange version.
So, to summarize, Database modification will make the existing server groups for Exchange in MachPanel get converted to updated server groups and the existing setup keeps working without any issue or further amends. See Steps below

Update Provider ID in the Table tblExchangeServerGroups

Provision new server, install latest version of Exchange and MachPanel Remotes, and do the migration on backend for each organization one by one.
This means that some sites are on old server while others are on new server. We have to have two Server Groups in MachPanel (old server group exchange 2007/2010/2013/2016 and new server group of exchange 2010/2013/2016/2019) and then we must adjust sites individually by modifying “HB_tblExchangeHosting” table in MachPanel_Db.

This scenario is workable when you migrate organizations from old server to new server, however the AD Structure remains the same.

Please note that, after moving the organization on your backend and the organization Exists in MachPanel as well, then you will have to Point the organization to the Exchange New Servers in MachPanel database as well. If the New Exchange is already integrated in MachPanel then you will have to update records from in MachPanel database using details below:

Login to Machpanel Database server as MachPanel_Db user.
Get SGmemberID of newly integrated "Exchange 2010" Server from MachPanel_DB.HB_tblExchangeServerGroupsMembers table.

Search for the organization from MachPanel_Db.hb_tblExchangeHosting and update the SGmemberID against that organization to the SGmemberID got from above step.

The only other change required was updating Server Group ID from Exchange Packages to Server Table.

2. Migration from Exchange 2010 to Exchange 2013 and changes required in MachPanel.

Login to Machpanel Database server as MachPanel_Db user.
Get SGmemberID of newly integrated "Exchange 2013" Server from MachPanel_DB.HB_tblExchangeServerGroupsMembers table.

Search for the organization from MachPanel_Db.hb_tblExchangeHosting and update the SGmemberID against that organization to the SGmemberID got from above step.

The only other change required was updating Server Group ID from Exchange Packages to Server Table.

3. Migration from Exchange 2013 to Exchange 2016/2019, Exchange 2016 to Exchange 2019 and changes required in MachPanel.

Login to Machpanel Database server as MachPanel_Db user.
Get SGmemberID of newly integrated "Exchange 2016/Exchange 2016" Server from MachPanel_DB.HB_tblExchangeServerGroupsMembers table.

Search for the organization from MachPanel_Db.hb_tblExchangeHosting and update the SGmemberID against that organization to the SGmemberID got from above step.

The only other change required is updating Server Group ID from Exchange Packages to Server Table.

More Information:

Regarding the AD users of the organization that do not have Exchange account you can also import them but you will require to perform one more step after you have completed the import of Exchange 2010/2013 organization. You will have to go to AD section of MachPanel and click on Sync from backend option against the imported organizations. It will import the AD users as well in MachPanel. Please review following KB article for AD sync from backend:

http://kb.machsol.com/Knowledgebase/Article/54533

We are here to assist you in this migration and assure you that we will do our best to complete this project with you.

WHMCS Integration and configuration with MachPanel-v7

mudesira.munir — Tue, 16 Sep 2014 00:12:17 GMT

Summary

This article provides information on how to configure/integrate WHMCS with MachPanel.

Applies

This article is for latest WHMCS integration package updated 1st June 2023 and is compatible with MachPanel v7.2.11 and Later. The integration is tested using WHMCS 8.1.0 and is supposed to work in Newer versions of WHMCS also.

Important Notes

File structure of WHMCS integration has changed.
Please remove previous folder called "mp_utilities" from WHMCS installation directory.
You must only have one folder as "<WHMCS ROOT>\modules\servers\machpanel" and inside this folder all files for MachPanel Integration will exist.
Integration details are included in the "WHMCS Integration.docx" file under the zip package.

MachPanel Integration with WHMCS

In this document we will study and define the pre-requisites, functionalities and configurations to integrate MachPanel Hosting Control system with WHMCS billing management system.

Functionalities

Following is a complete list of functions that MachPanel WHMCS integration handles.

Customer Management:
1. Create Customer.
2. Edit Customer.
3. Change Password.
4. Delete Customer.
5. Manage Customer link.
Contact Management:
1. Create Contact.
2. Update Contact.
3. Change Password.
4. Delete Contact.
Reseller Customer Management:
1. Create Reseller.
2. Edit Reseller.
3. Change Password.
4. Delete Reseller.
5. Manage Reseller link.
Exchange Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
SharePoint Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
CRM Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
SFB/Lync Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Shared/Web Hosting Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Hyper-V Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Shared/Web Hosting
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Microsoft Office 365 CSP Module:
1. Ordering/provisioning, cancellation, link to manage subscription.
2. Suspend and Resume of individual offer(s) within the CSP Subscription
3. Ordering/provisioning, cancellation of Managed AddOn.
MimeCast Product:
1. Ordering/provisioning, cancellation
2. Quantity update for individual sub products of MimeCast
RDS Hosting Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Work Folders Hosting Module:
1. Ordering/provisioning, suspend, resume, cancellation, link to manage subscription.
2. Ordering/provisioning, cancellation of Managed AddOn.
Secure Login to control panel via links provided in WHMCS interfaces.
1. Admin
2. Client

Product/Service(s) Configuration

For WHMCS to work with MachPanel provisioning engine, service provider is required to perform some required configurations. These configurations are required on both MachPanel and WHMCS ends. Please view complete instructions in WHMCS Integration guide from within the zip file in download section:

Note to Prohibit MachPanel Customer auto create on WHMCS client add.

You are allowed to auto create a customer in MachPanel when it is created in WHMCS, or create it only when the customer subscribes for a service.

Locate following line in hooks.php or mp_hooks.php :

add_hook("ClientAdd",1,"hook_ClientAdd");

and update it as below:

//add_hook("ClientAdd",1,"hook_ClientAdd");

Contents of .Zip File

machpanel (folder)
- configuration.php
- hooks.php
- machpanel.php
- MachPanelClientHandler.php
- ProxyClasses.php
currency list.txt
locale list.txt
mp_hooks.php
templates list.txt
WHMCS Integration.docx (Use this file to move ahead with integration)

Integrate Skype4B (Lync) Server and its legacy versions with MachPanel

mudesira.munir — Mon, 27 Feb 2012 22:31:35 GMT

Summary

This article describes in detail about integrating Microsoft Skype for Business 2019, Lync 2010, 2013 and Hosting pack for both 2010 & 2013 with MachPanel Control Server.

Applies To

MachPanel build v7 and above

Pre-Requisites

MachPanel Control Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50261
MachPanel Remote Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50262
Active Directory information has been added in MachPanel, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50263

Note: Before moving forward please make sure that MachPanel Control Server and MachPanel Remote Server are on the same build and that MachPanel Provisioning Service is running on both servers.

Procedure

1) Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure >> Control Panel Website, and then clicking on the URL in it). Log in with the provider credentials. Following providers are supported for Skype4B.

2) Navigate to Home » Service Director » Skype4B Hosting » Server Group. Click on Add Server Group button to add a new Server Group for Skype for Business (Lync).

In Step 1 provide Server Group details. See the snapshot below:

Complete above form by:

Entering friendly name for Server Group
Selecting appropriate Active Directory Domain and Provider (Skype for Business, Lync 2010,Lync 2013, Lync 2010 Hosting Pack or Lync 2013 Hosting Pack). Make sure that the AD user used for provisioning has admin rights on Lync Server (CSAdministrators and RTCUniversalServerAdmins member)
Specifying LDAP URL where hosted organizations and users will be created
Select format for Meet URL creation for hosted organizations (Planning for Simple URLs)

Now click on Next button to proceed. In Step-2 you will see the following options:

Complete the form by following:

Entering Front End pool FQDN. (you can get the pool name by running Get-CSPool on Lync management shell)
Entering Application Server FQDN.
Entering IP of Lync Front End pools.
Entering the FQDN of Persistent Chat server.
Entering the IP(s) of Director Server.
Entering the Access Edge Service FQDN.
Specifying number of Current number of users and Maximum number of users to be created on this server

In Step-3 you can Sync Dialin Conference Access Numbers.

Click on Finish button to add the server.

4) After adding the server, verify that the details provided are correct and MachPanel Control Server is able to communicate with SfB (Lync) Server. To do so click on the newly added Server Group and hit Test Service in front of the desired server:

If you see a success message shown below then you have successfully added Skype for Business (Lync) Server in MachPanel:

Now you can create Service Plan(s) for Microsoft Skype for Business (Lync) or its legacy versions and start selling it to Customers.

Storefront Integration With Provider’s Website using Variables

zohaib.shaikh — Thu, 13 Oct 2011 01:34:53 GMT

MachPanel has the option to enable a panel login link for the client to take your clients from their billing account directly to their panel account. The system works through sending HTML parameters (aka. variables) to the purchase routine to initiate a sale, whether they are sent by HTML submission form or a direct purchase link. Integration involves accessing these variables directly. Certain steps can be skipped based upon your requirements. This can be accomplished by creating direct links to the cart by copying them and following Storefront variables will be required for successful integration

Variable Name

Description

OFID

This variable relates to order form id

PGID

This variable relates to Payment group id

PType

This variable corresponds to the package type Possible values are:

1=Shared Hosting
2=Misc. Product
13=Software Product
14=CRM Hosting Product
5=Dedicated Server Hosting
15=AddOn Product
16=Microsoft Exchange
8=SSL Products
10=Domain Name Products
17=Microsoft SharePoint
18=Microsoft Office Communication Server
19=VPS Hosting

Type

This variable relates to the type of domain order. In case of transfer order Type is “Transfer”

Domain

Domain name variable to register or transfer with Top Level Domain (TLD) e.g. hostbreak.com (Meant for single domain order only)

PackId

Variable describing the Package Id to be purchased. (Package ids are separated by commas ",")

Cycle

Relates to the Billing cycle or duration. (Comma "," separated package ids correspond to selected packages)

Possible values are:

1=Weekly,

2= 2 Weeks,

3=3 Weeks,

4=Monthly,

5=2 Months,

6=Quarterly,

7=Bi-Annual,

8=Annual,

9=2 Years,

10=3 Years,

11=4 Years,

12=5 Years,

13=6 Years,

14=7 Years,

15=8 Years,

16=9 Years,

17=10 Years,

18=Once

Integrating Web Hosting Services with MachPanel

mudesira.munir — Fri, 24 Jun 2011 05:25:00 GMT

Summary

This articles describes in detail about the integrating MachPanel Automation Module for WebHosting in MachPanel.

Applies To

MachPanel all versions

Pre-Requisites

MachPanel Control Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50261

MachPanel Remote Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50262

All the required back end servers have been installed e.g IIS, DNS, FTP, Mail Servers etc.

Hosting Panels & Hostmatic Components

Following hosting panel are supported:

Below is the list of services and their providers which MachPanel Automation Module for WebHosting supports:

Web Services
- IIS 6 Server
- IIS 7 Server
- IIS 8 Server
- IIS 10 Server

FTP Services
- Microsoft FTP 6 Server
- Microsoft FTP 7/7.5 Server (Windows 2008 or Windows 2012)
- Microsoft FTP 10 Server (Windows 2016)
- Gene6 FTP Server
- Filezilla FTP Server
Mail Services
- Mail Enable Server
- Merak Mail Server 9.2.1
- Smarter Mail Server 6.x
- Smarter Mail Server 8.x
- SmarterMail 11.x/12.x/13.x
DNS Services
- Microsoft DNS Server
- Simple DNS Plus Server
- Power DNS
Database Services
- SQL Server 2000
- SQL Server 2005
- SQL Server 2008
- SQL Server 2012
- SQL Server 2014
- SQL Server 2016
- MYSQL 5.1 Server
Web Stats
- SmarterStats 4
Protected Folders
- IIS Password

Integrating Plesk in MachPanel

Navigate to Home > Service Director > Web Hosting > Server group and then click Add Server Group.
In Step-1 provide server group name, select provider as "Plesk" and click Next.

In Step-2 provide server information as below and click Finish:
- Plesk Server Name
- Plesk Base URL
- Plesk Login
- Plesk Password
- Plesk Shared IP Address
- Maximum website load
- Current website load

Integrating MachPanel Automation Module for WebHosting in MachPanel

Navigate to Home > Service Director > Web Hosting > Server group and then click Add Server Group.

Enter Server Group name, select Hostmatic Control Server from the Provider drop down list. Then move to next step.

4) Enter the Web Hosting Server Reference ID, IP, local administrator credentials and click Finish.

At this point you have successfully added the Hostmatic Control Server in MachPanel. Now you need to add services in the recently added server. So click on the recently added Hostmatic Control Server group.
You will see the list of Web Hosting Server being added in this Server Group. To add Web Hosting Services in the Hostmatic Server, click Services in the options menu against the desired server. then click on Add Service button.

From the Service drop down menu, select the Service you want to add.

After selecting the service, you will be taken to their respective pages. Fill the required information for the services and save. Add multiple services as per your requirements. Please review following KB article for more details:

http://kb.machsol.com/Knowledgebase/Article/53474

Below is a snapshot of Web, DNS services added in the above Hostmatic Server.

Hit Test Service for each service and if you get below snapshot then integration of that service is successful.

Integrate CRM with MachPanel

mudesira.munir — Tue, 10 May 2011 06:39:04 GMT

Summary

This article describes in detail about integrating Microsoft Dynamics CRM (All Versions) with MachPanel Control Server.

Applies To

This article applies to MachPanel build version 7 and above.

Pre-Requisites:

Please make sure that the CRM provisioning user is added in the local admins group on the following servers.

CRM Server(s) - Admins group
ADFS Server(s) - Admins group

The following Permissions should also be in place :

Account used in MachPanel for CRM provisioning is added as a deployment Admin in CRM Deployment Manager
Same account is added in CRM SQL sysadmin group.
Add and make sure that CRM Application Pool (Deployment Service Only) uses the same account
Same account should have [dbo] permissions on “MSCRM_Config”, “ReportServer” and “ReportServerTemp” DBs

CRM Task Utilities:

CRMTasks is a utility created to run CRM operations on CRM server. Need to place correct files in Remote server installation folder based on CRM Server version. Typical installation path: C:\Program Files\MachSol\MachPanel Remote Server. If you are using CRM server 2016, 2015, 2013 or 2011, need to replace files in folder CRMTasks-v1.1 to Remote server installation folder after stopping MachPanel Provisioning service.

Applies to : Microsoft Dynamics 365 (upgraded / fresh install)
If you are using CRM server Dynamics 2016, need to download below and replace files in folder CRMTasks-v2.1 to Remote server installation folder after stopping MachPanel Provisioning service.
http://www.machsol.com/updates/Dynamics-365-CRMTask.zip

Folder "CRMTasks-v2" contains the following files ...

   1. CRMTasks.exe
   2. microsoft.crm.sdk.proxy.dll
   3. microsoft.xrm.sdk.dll

On Dynamics 365 server navigate to "C:\Program Files\MachSol\MachPanel Remote Server" and Replace the above files.

Procedure:

Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure > Control Panel Website, and then clicking on the URL in it). Log in with the provider credentials.
Following CRM providers are supported in MachPanel.

Navigate to Home >> Service Director >> CRM Hosting >> Server group and then click on Add Server Group.

Adding CRM Server is a two step process. In the first Server Group is added and in the second step CRM Server is added:

Server Group Name: This is the friendly name of the server group.
Provider: Select the provider you wish to add.
Active Directory Domain: Select the active directory whose credentials will be used while provisioning
LDAP URL: Provide the path of the Organizational Unit in AD under which the users will be created
Fill Style: Select from one of the two options

Least Filled First: Setup hosting on the group member which is least filled

One-by-One: Setup hosting on group members in circular manner

Enabled: If unchecked, system will not provision any accounts on the server group members
Override Domain Credentials: You can check this option and use credentials other than the one mentioned in the Active Directory Domain

4) In the second step, CRM Server is added:

In Server information section provide the Reference Id and Server IP.

In CRM Information section provide IFD site URL, URL base, CRM Server Port, SQL Server Name and SQL Report Server URL.

In CRM 2011, and later, the following two fields are mandatory in IFD deployments and are optional without IFD.

ADFS Server FQDN

External Relying Party Display Name

Enabled: If unchecked, system will not provision any accounts on this server

Handle DNS: You can also add DNS Handling feature at server level. A-Record will be created in the required Zone

5) Now click on the newly created Server Group to enter in the CRM Servers tab. Click on 'Test Service'

6) If you get below Test Report then you have successfully integrated CRM with MachPanel:

Integrate SharePoint With MachPanel

mudesira.munir — Fri, 15 Apr 2011 06:57:58 GMT

Summary

This article describes in detail about integrating Microsoft SharePoint with MachPanel Control Server.

Applies To

Applies to MachPanel v7 and above.

Pre-requistes

MachPanel Control Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50261

MachPanel Remote Server on has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50262

Active Directory information has been added in MachPanel, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50263

Also make sure that MachPanel Control Server and MachPanel Remote Server should be on the same build and that MachPanel Provisioning Service is running on both servers.

Solution

Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure > Control Panel Website, and then clicking on the URL in it). Log in with the provider credentials.
Following SharePoint Server Version are supported in latest build of MachPanel.

Navigate to Home > Service Director > SharePoint Hosting > Server group and then click on Add Server Group. There are two steps in adding SharePoint server in MachPanel.

Integrating SharePoint Server 2019 with MachPanel

In Step-1 you will be asked to provide the server group name and LDAP for the OU under which you want all your SharePoint hosting companies to go in Active Directory. Make sure to select the right Active Directory from drop down menu against Active Directory Domain. Also you have to select appropriate SharePoint Provider for e.g. SharePoint 2013 Multitenant, SharePoint 2016. See the snapshot below:

You can use the credentials provided in Active directory or override the active directory domain credentials by checking the option against override domain credentials as shown in below snapshot. Make sure the below two things for the user given for overriding domain credentials:
- The application pool identity of Web Application in SharePoint server is running under this user as well.
- This user should be included in the members of domain admins and administrators for operations in Active directory. "Best is to use Farm admin account".

In Step-2 you will be asked to provide the SharePoint server details to be added in MachPanel. Please enter the correct server details and its IP and SharePoint web application URL already created in SharePoint server, under 'Server Information'. You can select HTTP or HTTPS from dropdown menu while giving SharePoint Web Application URL.
Also do remember that if you are using live IP for SharePoint server then give this live IP against Public IP of SharePoint server.
The Host name Entry for newly created site collections will be binded to this live IP.

Web Application ID should be same as shown in IIS
Select the files you want to block under the file restriction:

Check the send email option as per your requirement under the Confirmation and Auto deletion settings.

Give the correct SMTP server IP and email addresses under Outgoing E-Mail Settings:

Integrating SharePoint Multi-tenant 2010\2013\2016 with MachPanel

In Step-1, Navigate to Home >>Service Director >> SharePoint Hosting >> Server groups and then click on Add Server Group.

Server Group Name: Any name can be used. (e.g. “SharePoint Hosting”)
Provider: Select “Microsoft SharePoint 2016 Multi-Tenant”
Active Directory: Select relevant AD domain from dropdown.
LDAP URL: LDAP for the OU under which you want all your hosting companies to go in AD | e.g. “LDAP://OU=Hosting, DC=Domain, DC=Com”

In the Step-2 you will be asked to provide the SharePoint server (Multi-tenant Install) details such as Server Type, Reference Id, SharePoint Server(s) IP, Feature Pack Id’s, UPA Proxy Name and MMS Proxy Name etc. See the below snapshot:

Note: This http://gallery.technet.microsoft.com/ScriptCenter/6c5a78b8-9b7d-4dcc-9e39-5b2d145688c0/ script creates Feature Packs for each of the SharePoint SKUs for use with Site Subscriptions. (Create only if it does not already exist).

"TLS connection Encryption" is also supported for Outgoing Email Settings as shown below:

After adding the server group, go to Server group tab and click on 'Test Service' against the newly added service group to verify the connection between MachPanel control and SharePoint Remote server.

If you receive above message upon 'test service', then you have successfully integrated SharePoint into MachPanel.

Creating SharePoint products/plan for 2013 Multi-tenant

Navigate to Home>>Service Plans>>SharePoint Products then click on *Add new Product.*** See the below snapshot…

Fill out the remaining fields according to your own requirement and click on Finish. You need to create three Plans:

Foundation
Standard
Enterprise

Integrate Exchange With MachPanel Control Panel

mudesira.munir — Tue, 12 Apr 2011 09:19:36 GMT

Summary

This article describes in detail about integrating Microsoft Exchange with MachPanel Control Panel.

Pre-Requisites:

MachPanel Control Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50261
MachPanel Remote Server has been installed, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50262
Active Directory information has been added in MachPanel, if not then follow below KB article:
http://kb.machsol.com/Knowledgebase/Article/50263
If you want to use a service account to integrate service, then please create service account as per details in KB link below:
http://kb.machsol.com/Knowledgebase/Article/50017

MachPanel Control Server and MachPanel Remote Server communicate with each other over Port 7860. MachPanel Control Server passes on the information to remote server where actual provisioning takes place. Also make sure that MachPanel Control Server and MachPanel Remote Server are on the same build and that MachPanel Provisioning Service is running on both servers

Procedure:

1) Open MachPanel Control Panel Website (You can do it by opening MachPanel Control Server Configuration Studio and then navigating to Configure > Control Panel Website, and then clicking on the URL in it). Log in with the provider credentials. MachPanel supports following versions of Exchange Servers in Build v5.3.10 and above:

2) Navigate to Home > Service Director > Exchange Hosting > Server group and then click on Add Server Group. There are two steps in adding Exchange server in MachPanel.

Integrating Exchange 2007/2010 StandAlone:

a) In first step you will be asked to provide the server group name and LDAP for the OU under which you want all your hosting companies to go in Active Directory. Select the provider e.g. Exchange Server 2007/Exchange server 2010. Make sure to select the Active Directory from drop down menu against the Active Directory Domain. See below screenshot:

Use Override domain credentials option if you are using different account for this service from what is specified in Active directory domain settings.
Click to expand the Additional settings and fill in the following fields in Additional settings section. See the snapshot below:

Fill in the form by following fields:

Platform access domain: Entering platform access domain.
Auto discover URL: Entering Auto discover URL.
MX record : Entering MX records. [Comma separated MX record values]
SPF Value: Entering sender policy framework value.
OWA URL: Entering OWA URL.
Outlook Anywhere URL: Entering Outlook Anywhere URL.
Incoming mail Address (POP/IMAP): Entering incoming mail address or POP/IMAP address.
Outgoing Mail (SMTP): Entering outgoing mail or SMTP address.
Exchange Proxy Setting: Entering Exchange proxy setting.

NOTE: Please find the SOP for Exhange Server (All versions) Additional Setting.

*Make sure that the 'Exchange Trusted Subsystem' has Full Control' over the given OU and that for Exchange Trusted Subsystem it has 'This object and all descendant objects' granted 'Full Control'. For help follow KB article given below:
http://kb.machsol.com/Knowledgebase/Article/50243

b) In second step you will be asked to provide the Exchange server details such as Reference Id, OAB distribution method and server alias and IP. For Exchange 2007/Exchange 2010 standalone mode you will need to provide the IP and server details of Exchange Mailbox server for the database. See the below snapshot:

c) Give the remote server FQDN, and click on 'Get Mailbox Databases'. After clicking Get mailbox Databases MachPanel will fetch the mailbox databases details and will be shown against the 'Mailbox database' in drop down menu. Also provide the CAS external FQDN against the CAS External FQDN. See the snapshot below for reference:

If you encounter below error upon clicking 'Get Mailbox Databases':
Operation failed due to service credentials being synchronized, Please try again after 10 Seconds. If problem persists contact system administrator
Then follow this KB article to resolve this issue first:
http://kb.machsol.com/Knowledgebase/Article/50257

Integrating Exchange 2010 Hosting Mode:

a) For Exchange 2010 Hosting mode you will need to provide the Exchange Server name and provider similar to Exchange 2010 standalone mode. The only difference in the step one will be that in Hosting mode you will not be asked for the LDAP of OU. See the snapshot below:

Use Override domain credentials option if you are using different account for this service from what is specified in Active directory domain settings.
Click to expand the Additional settings. Fill in the form Additional settings same as mentioned above in Integrating Exchange 2007/Standalone 2010. Find SOP for additional settings at KB article http://kb.machsol.com/Knowledgebase/Article/50336.

b) In the second step you will be asked to provide the all the details similar as mentioned in adding Exchange 2007/exchange 2010 standalone mode. The difference in Hosting mode will be that you will provide the CAS server FQDN against Remote Server FQDN and then click on the Get Mailbox Database. See the snapshot below:

c) One last thing with Exchange 2010 hosting to do is to prepare back end for provisioning, for this follow this KB article:
http://kb.machsol.com/Knowledgebase/Article/50255

Integrating Exchange 2013/2016/2019

Note: Integrating Exchange 2019 in Control Panel is same as integrating Exchange 2013/2016. You can follow same steps below to integrate Exchange 2019 in MachPanel.

a) In Step-1 for Exchange 2013/2016/2019 you will need to provide the Exchange Server Group Name, Provider & Active Directory Domains. See the snapshot below:

Use Override domain credentials option if you are using different account for this service from what is specified in Active directory domain settings.
Click to expand the Optional settings. Fill in the form Optional settings same as mentioned above in Integrating Exchange 2007/Standalone 2010. Find SOP for optional settings at http://kb.machsol.com/Knowledgebase/Article/50336.

b) In the second step you will be asked to provide all the details similar as mentioned in adding Exchange 2010 Hosting mode. See the snapshots below:

If you encounter below error upon clicking 'Get Mailbox Databases': Operation failed due to service credentials being synchronized, Please try again after 10 Seconds. If problem persists contact system administrator

Then follow this KB article to resolve this issue first:

http://kb.machsol.com/Knowledgebase/Article/50257

3) When all the details are completed click on finish and it will complete the server group addition in MachPanel. After adding the server group, go to Server group tab and click on test service for the newly added service group to verify the connection between MachPanel control server and Exchange remote server:

If you receive above message upon 'test service', then you have successfully integrated Exchange into MachPanel.

MachPanel Knowledgebase

RDS (Remote Desktop Services) Integration, Subscription and Management

Summary

Applies To

Prerequisites

Procedure

Add Server Group

Add Server to Server Group:

Add Microsoft RDS Service Plan

Subscribe customer to RDS Hosting Service:

Manage RDS Hosting:

CSP Secure Application Model

Summary

Applies To

Steps to integrate CSP Secure Application Model

Integration of Work Folders Hosting Module

Summary

Applies To

Integration of Work Folders Hosting Module

Server Group​

Step-1: Add Server Group​

Step-2: Add Server under Server Group

Create Work Folders Hosting Products \ Service Plans

Migration between versions of Exchange Servers integrated in MachPanel

WHMCS Integration and configuration with MachPanel-v7

Integrate Skype4B (Lync) Server and its legacy versions with MachPanel

Summary

Applies To

Pre-Requisites

Procedure

Storefront Integration With Provider’s Website using Variables

Integrating Web Hosting Services with MachPanel

Summary

Applies To

Pre-Requisites

Hosting Panels & Hostmatic Components

Integrating Plesk in MachPanel

Integrating MachPanel Automation Module for WebHosting in MachPanel

Integrate CRM with MachPanel

Summary

Applies To

Pre-Requisites:

CRM Task Utilities:

Procedure:

Integrate SharePoint With MachPanel

Summary

Applies To

Pre-requistes

Solution

Integrating SharePoint Server 2019 with MachPanel

Integrating SharePoint Multi-tenant 2010\2013\2016 with MachPanel

Creating SharePoint products/plan for 2013 Multi-tenant

Navigate to Home>>Service Plans>>SharePoint Products then click on Add new Product. See the below snapshot…

Integrate Exchange With MachPanel Control Panel

Summary

Pre-Requisites:

Procedure:

Server Group

Step-1: Add Server Group

Navigate to Home>>Service Plans>>SharePoint Products then click on *Add new Product.*** See the below snapshot…