MachPanel Knowledgebase

Company's Default Mailbox Template Option

mudesira.munir — Tue, 26 Jul 2016 09:54:33 GMT

Summary

This article provides a summary on how to apply Company's Default Mailbox Template setting for new Mailboxes.

Applies To

This article applies to MachPanel build v5.4.10 and above

Company's Default Mailbox Template

A new field has been provided at company level settings to define company's default mailbox template, by default there will be no default template selected.

First of all create a new Mailbox Template as per following KB article: http://kb.machsol.com/Knowledgebase/Article/51372

To set a Default Template for your company, Navigate to the following path: Home >> System Configuration >> Company Profile

Whenever you create a new Mailbox the Default Mailbox Template will be selected by default. For e.g. if the default Mailbox Template is "Basic Shared Mailbox- 5 Free" then it is shown at the top of Templates in dropdown list as shown below:

Once a default template is selected its application/implementation will be as below. There are three possible cases which can occur:

Case1: If "NO" template is assigned/associated with a package and/or no template is assigned/associated with customer, then by default the company's default mailbox template will be applied (selected in the dropdown list of the mailbox templates selection) to the mailbox at the time of creation. Note: You can unselct the "Default Mailbox Option" from "Company Profile" in order to hide Mailbox Template option for new customers.

Case2: If there are "Multiple" mailbox templates associated with package or customer, and there exists company's default template then the company default template will be selected by default on the interface when creating a new mailbox template. Otherwise if the customer or package associated mailbox templates does not have the company's default mailbox template in the list then the selection criteria will remain as it is now.

Case3: When editing a mailbox, if the mailbox was not previously assigned a template, and there exists company's default template then there shall be possibility on the interface to select the template. However system will not apply company's default template if that was not assigned previously.

Add Contacts and Adding/Assigning Access Template in Customer Control Panel

rehan_waseem — Sun, 03 Apr 2016 10:38:49 GMT

Summary

This article provides information on adding contacts in customer control panel.

Applies To

This article applies to all versions of MachPanel.

Edit Primary Contact, Add New Contact:

Login to Customer Control Panel and navigate to following: Home » Contact Information
Under Primary Contact, a customer can Edit his own information
To Add New Contacts select Contacts tab, click on Add Contact button as shown below:

If you want your contact to have access to control panel then select Allow access to panel and provide password as shown below:

Access templates for Contacts:

You have to login as customer/reseller to be able to add access template for contacts

Once this is done, upon attempt to create contact you will be allowed to choose that access template created for contacts whether logged in as customer/reseller or provider:

Add AdSync Templates

mudesira.munir — Thu, 03 Dec 2015 15:33:45 GMT

Summary

This article provides summary on how to add ADSync templates.

Applies To

This article applies to MachPanel build version 5.3.10 & above.

Add ADSync Templates

In MachPanel Active Directory, Provider can define ADSync templates, listing to configure what attributes to be Synced from "Local AD" to "Hosted AD" (which attributes to sync via ADSync).

Navigate to the path: Home » Service Director » Active Directory » ADSync Templates, Click on Add AdSync Template button as shown below:

With each listed Template there are options for Set as default, Edit and Remove. By clicking Add AdSync Template you will see below screen This will create new template and you can apply it to different organizations at this stage.

In Adsync Organizations listing path: Home » Service Director » Active Directory » Active Directory Organizations if you Enable AdSync on any organization, a pop-up shown below will appear to select ADSync Template.

In Organization Edit mode Adsync Template can be applied or changed.

Access Templates\Permissions for Reseller\Customer

rehan_waseem — Thu, 03 Dec 2015 12:47:38 GMT

Summary

This article provides summary on Managing Features for Reseller\Customer via Access Templates\Permissions.

Applies To

This article applies to MachPanel build version 5.3.10 & above.

Managing Access Templates \ Permisssions for Customers\Resellers:

To view customer detail navigate to the following path: Home » Customer Manager » Customers , To view reseller customer detail navigate to the following path:Home » Customer Manager » Reseller Customers. Then click on the Access Template tab.
You can edit and remove the access template from options by clicking on the respective link. To create\Add anew Template click on Add Template button.

Access Permissions Name: Enter the name of Access permission.
(Select All / Clear All): You can select All or clear All the options.
You can manage Access Permissions, Active Directory, Exchange Hosting and Skype4BHosting. New Features intoduced in this build are highligted.

Access Permission: Click on Plus sign to collapse the Access Permissions.

Active Directory: Click on arrows on the right side to collapse the Active Directory.

Exchange Hosting: Click on arrows on the right side to collapse the Exchange Hosting.

Dynamic CRM Hosting: Click on arrows on the right side to collapse the Dynamic CRM Hosting Hosting

RDS Hosting: Click on arrows on the right side to collapse the RDS Hosting.

Voice Hosting: Click on the arrows on the right side to collapse the Voice Hosting.

Skype4B\Lync Hosting: Click on arrows on the right side to collapse the Skype4B\Lync Hosting.

Microsoft CSP: Click on arrows on the right side to collapse the CSP Hosting.

VPS Hosting: Click on arrows on the right side to collapse the VPS Hosting.

SharePoint Hosting: Click on arrows on the right side to collapse the SharePoint Hosting.

Work Folders Hosting: Click on arrows on the right side to collapse the Work Folders Hosting.

DNS Templates and Handling DNS

mudesira.munir — Wed, 05 Mar 2014 01:37:06 GMT

Summary

This article provide a summary for creating DNS templates from MachPanel DNS manager and handling DNS (Exchange, SharePoint, CRM, Skype For Business etc.).

Applies To

This article applies to MachPanel all versions.

Managing and Adding DNS Templates

For automatic handling of DNS for Exchange and SharePoint etc. you have to create appropriate DNS Templates for each service.

To add a new DNS template, navigate to Home >> Service Director >> DNS Manager >> DNS Templates and click Add DNS Template button.

In the Template Add tab first add the title of the template in the Template title field. Enter the 'Template Title' and fill in the required fields i.e records name, type, priority and hostname. There are columns as shown below:

*No template creation is done in case of Domain Registration

Name: Specify the name of the host e.g. WWW.
Class: A 16 bit value which defines the protocol family or an instance of the protocol. The normal value is IN = Internet protocol.
Type: There are different types of DNS zone records. These numerous record types give you flexibility in setting up the servers in your domain. The most common types of zone records are:

NS: Name Server records (NS) state the authoritative name servers for the given domain.
An A (Address) record is a "host record" and it is the most common type. It is simply a static mapping of a hostname to an IP address. A common hostname for a Web server is 'www' so the A record for this server gives the IP address for this server in the domain.
An MX (Mail eXchanger) record is specifically for mail servers. It's a special type of service-specifier record. It identifies a mail server for the domain. That's why you don't have to enter a hostname like 'www' in an e-mail address. If you're running SmarterMail (mail server) and IIS (Web server) on the same system (i.e. the same system is acting as both your Web server and e-mail server), both the A record for the system and the MX record would refer to the same server.
A CNAME (Canonical Name) record is an alias record. It's a way to have the same physical server respond to two different hostnames. Let's say you're not only running SmarterMail and IIS on your server, but you're also running WU-FTPD so it also acts as an FTP server. You could create a CNAME record with the alias name 'ftp' so people would use ftp.your-domain.com and www.your-domain.com to access different services on the same server.
TXT: Text information associated with a domain.
SRV: A Service record (SRV record) is a specification of data in the Domain Name System defining the location, i.e. the hostname and port number, of servers for specified services.

     4. Priority: To offer some fail-over protection for e-mail, MX records also have a Priority field (numeric).
     5. Host: Specify IP Address of server where service is provisioned or actual domain name using customization keys..
     6. Options: You can remove form here.

Integrate WebHosting Server & DNS service

Now you need to integrate a Web (Hostmatic Server) and add a DNS Service to the Hostmatic server. Please check the following KB article on how to integrate web hosting.

http://kb.machsol.com/Knowledgebase/Article/50283

Enabling DNS for Exchange

To handle DNS in Saas hosting (Exchange, SharePoint, CRM, Skype For Business etc.) Check the option Handle DNS from servers by selecting the Server Group >> Server>> Edit. See the snapshot below:

Select the check box for Handle DNS in Exchange server settings.

Select primary DNS Server from drop down list. DNS Servers must have been added before in MachPanel WebHosting Module
Select the DNS template for this server
Enter CAS server or CAS array public IP

Validate DNS

To validate DNS go to path: Home > Service Director > Exchange Hosting > Exchange Accounts > Manage Service
Select Mail Domains tab as shown below:

Enabling DNS for SharePoint:

Navigate to Home >> Service Director >> SharePoint Hosting >> Server Groups. Click on the appropriate server to open the desired server list. Then click on 'edit' against the server for which you want to enable automatic DNS handling. Now you will see a check box for 'Handle DNS':

Select primary DNS Server from drop down list. DNS Servers must have been added before in MachPanel WebHosting Module

Enabling DNS for Domain Registration:

Navigate to Home » Service Director » Domain Names » Accounts.
Click on the Settings tab and check the 'Handle DNS' box:

How to Add Mailbox Templates?

rehan_waseem — Wed, 09 Oct 2013 05:20:14 GMT

Summary

This article provides a summary of Mailbox templates feature.

Applies To

This article applies to MachPanel build v5.5.23 and above

How to add a Mailbox template?

To add a mailbox template navigate to the path:Home >> Service Director >> Exchange Hosting>> Mailbox Templates.
Click on Add button as shown in snapshot below:

Features/Resources and option covered in Templates:

The following features are covered in Mailbox templates:

Storage Quotas
Mailbox Features
Custom Attributes

Provide Template Name and select the SPLA type from the drop down list and also select Throttling Policy. When a template is applied to a mailbox then respective throttling policy will also be applied.

How Templates can be applied for New and Existing subscriptions?

Navigate to path: Home » Service Plans » Exchange and select "Sync Sold Plan resources" option Under Basic Info Tab as shown below:

Click on Next and under Resources tab select Template(s) to be assigned to an Exchange Account.

Now when the customer creates a new mailbox user, he will be able to select the Template from the drop down list. By clicking on the Show Template Details link you will be able to see the details of the template selected.

Change Mailbox template for existing Mailbox(es)

You can also apply templates to more than one mailboxes under tab: Mailboxes >> Group Actions >> Mailbox features.

Select/Change Template as shown below:

Note: A template can be assigned to mailbox when adding a mailbox provide that its resource does not exceed the package resources.

Custom Mailbox Template Feature

New Access template permission is introduced, named as "Allow custom mailbox template", which is not allowed by default. If allowed in access template/permission all subscriptions under that customer/reseller will see a node "Custom" in Mailbox template dropdown (add/edit mailbox, mailbox group actions).

If "custom" selected in add/edit Mailbox or via group action, all effected Mailboxes will see "Advanced"tab (like no mailbox template is applied ever), new mailbox settings will be according to plan/add-on resources. Edit mailbox (created using mailbox template previously) feature selected via access template will be shown in Advanced tab (This will just set template as custom, nothing will be changed, but visible in edit interface to change if custom is selected.).

We should be able to set existing mailboxes template to Custom using "Group Action" Feature.

Exchange Email template values

zohaib.shaikh — Sun, 02 Sep 2012 22:43:08 GMT

Summary

This article provides the information to Update Mailbox template according to environment and replace the platform specific variables in Exchange Email template.

Applies To

Applies to MachPanel v4.3.10 and above.

Solution

1. In order to edit the Exchange Email template navigate to the following path:

Home >> System Configuration >> Emails configuration >> Email Templates

2. Now click on Edit Template under Pakage Info Emails section as shown in the snapshot below:

3. A new tab Edit Template will open. You can insert Company, Customer and Group variables for template group as shown in the snapshot below:

The Email Template variables can be inserted in the template by selecting them from the drop down lists. Following is the list of all variables currently in use in our email template.

Company variables

%CompanyName%: Should be the name of the company.
%CompanyAddress1%: Should be the company address1.
%CompanyAddress2%: Should be the company address2.
%CompanyCity%: Should be the name of city in which the company is located.
%CompanyState%: Should be the name of the company state.
%CompanyZip%: Should be the Zip code of the company’s country.
%CompanyCountry%: Should be the name of the country.
%CompanySalesEmail%: Should be the email address of the company’s Sales team.
%CompanyBillingEmail%: Should be the email address of the company’s Billing.
%CompanySupportEmail%: Should be the email address of the company’s Support team.
%CompanyFax%: Should be the fax of company.
%CompanyURL%: Should be the URL of the company’s website.

Customer Variables

%ClientFirstName%: Should be first name of email recipient.
%ClientLastName%: Should be last name of email recipient.
%ClientID%: Should be the ID of the customer.
%ClientPriEmail%: Should be the primary Email address of the customer.
%ClientSecEmail%: Should be the secondary Email address of the customer.
%ClientCPURL%: Should be the URL of the Control Panel of the customer.
%ClientLoginID%: Control Panel Login ID.
%ClientPassword%: Control Panel password.
%ClientAddress1%: Should be the customer address1.
%ClientAddress2%: Should be the customer address2.
%ClientCity%: Should be the name of city of the customer.
%ClientState%: Should be the name of the customer state.
%ClientZip%: Should be the Zip code of the customer’s country.
%ClientCountry%: Should be the name of the country.
%ClientPhone%: Should be the phone number of the customer.
%ClientMobile%: Should be the mobile number of the customer.
%ClientFax%: Should be the fax of the customer.
OutlookDownloadURL: The provider needs to update this manually for now. We plan to create a form in control panel to feed in such inputs in future builds, probably after build 4.3.14.
EntourageDownloadURL: The provider needs to update this manually for now. We plan to create a form in control panel to feed in such inputs in future builds, probably after build 4.3.14.
"%MXRecordAddress%": The provider needs to update this manually for now. Should be possible to retrieve from Exchange Server settings. We will probably add this enhancement after build 4.3.14.
"%AutoDiscoverRedirectURL%": The provider needs to update this manually for now. Should be possible to retrieve from Exchange Server settings. We will probably add this enhancement after build 4.3.14.
"%OWAURL%": The provider needs to update this manually for now. We plan to create a form in control panel to feed in such inputs in future builds, probably after build 4.3.14.

Group Variables

%MailBoxEmailAddress%: Should be the Mailbox email address.
%MailBoxPassword%: Should be the Mailbox password.
%upnUserName%: Should be the User Principal Name.
%packageName%: Should be the Name of service plan.
%packageType%: Should be the Type of service plan.
%signUpDate%: Should be the Signup date.
%subscriptionID%: Should be the Subscription ID.

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.

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.