Difference between revisions of "Domains Management"
From WHMCS Documentation
(→Domain Renew) |
|||
| Line 1: | Line 1: | ||
| − | + | WHMCS allows the '''automated management''' of domains with a wide selection of built in registrars. From WHMCS you can '''view, modify and request''' all of the common things you are likely to need when providing and supporting users with their domains. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | WHMCS | + | If you are looking for information on configuring domain related settings inside WHMCS, please refer to the [[Domains Configuration]] page |
===Available Management Features=== | ===Available Management Features=== | ||
| Line 40: | Line 35: | ||
*Like you, they have access to view and change the current nameservers, change the lock status of their domain*, change the auto renewal setting, view/edit WHOIS information, manage the dns records*, configure email forwarding*, register nameservers*, request the epp code* and order a renewal for their domain (*if supported by the registrar) | *Like you, they have access to view and change the current nameservers, change the lock status of their domain*, change the auto renewal setting, view/edit WHOIS information, manage the dns records*, configure email forwarding*, register nameservers*, request the epp code* and order a renewal for their domain (*if supported by the registrar) | ||
| − | === | + | ===Handling New Domain Registrations & Transfers=== |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | To perform a new domain registration or initiate a transfer, first an order must be placed for it. A customer can do that from the client area or you can create one using the admin side order process. Once you have the order, the domain registration can then be processed in a number of ways. | |
| − | # | + | #Firstly if you have '''automatic registration on payment enabled''', then you can simply navigate to the invoice for the domain registration order and mark it paid, either by '''manually applying a payment''', or by '''running a capture''' from a customers selected payment method, and as soon as the invoice is successfully marked as paid, the domain order will get submitted to the domain registrar. |
| − | + | #Alternatively, if automatic registration is not enabled, then you have the option to attempt the registration when '''accepting the pending order''' by ticking the '''Send to Registrar''' checkbox and choosing the registrar to use in the '''Registrar''' dropdown menu in the order accept options | |
| − | + | #Or finally, if automatic registration is not enabled and the order has already been accepted, you can navigate to the domains record within the clients profile area, and from there select a domain registrar to use in the '''Registrar''' dropdown menu, and then save, before clicking on either the '''Register''' or '''Transfer''' buttons in the '''Registrar Commands''' options that appear as required. These buttons allow you to initiate the remote API calls manually (this is the same process as is used for re-attempting a failed registration or transfer described in more detail below) | |
| − | |||
| − | # | ||
| − | |||
| − | # | ||
| − | === | + | ====Handling a Failed Domain Registration==== |
| − | + | If an automated domain registration (or transfer initiation) attempt fails, then once the error has been corrected, you can have WHMCS re-attempt the registration or transfer. To do this you simply navigate to the domain record for the domain in question, and ensuring the appropriate domain registrar is selected in the '''Registrar''' dropdown menu (saving changes if you need to make an adjustment), simply click the '''Register''' or '''Transfer''' buttons from the '''Registrar Commands''' row of buttons as required. This will then ask you to confirm you want to proceed before re-attempting submitting the calls to the domain registrar's API. So there is no need to place a new order should it fail. | |
| − | |||
| − | |||
| − | + | Any errors that come back from the remote systems API will be displayed on screen immediately when performing a manual registration attempt in this way. Common errors are addressed in the specific individual domain registrar pages of our docs so please refer to the [[Domain Registrars]] section for help and advice on those, and if unable to find an answer there you will need to get in touch with the registrar in question for advice. | |
| − | + | ===Viewing/Editing Domain Nameservers=== | |
| − | |||
| − | + | For any domain that is assigned to a registrar module in WHMCS, viewing and editing the nameservers the domain points to is a seamless integrated process. The nameserver fields will appear as part of the domain records fields when viewing a domains details via the Domains tab inside a Clients Profile. And any changes you make to those fields and submit will be communicated remotely to the selected domain registrar in the background by WHMCS and updated automatically. | |
| − | + | ====Viewing/Editing Locking Status==== | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | + | Similarly, if the registrar module a domain is assigned to supports domain locking/unlocking then a Registrar Lock field will appear along with the nameserver fields on the domains management page and checking or unchecking the box and saving will submit that change to the domain registrar as well. | |
| − | == | + | ===Viewing/Editing WHOIS Information=== |
| − | + | To view and make changes to the WHOIS Contact Information assigned to a domain inside WHMCS, from the domains details page/tab within a Clients Profile, click on the '''Modify Domain Contact Details''' button in the '''Registrar Commands''' row of buttons. You will then be taken to a screen listing the current contact information and which allows you to make changes to it and submit them. WHOIS Information is not stored locally in WHMCS and so is always queried in real-time from the selected domain registrar so any updates you make will take immediate effect. | |
| − | |||
| − | |||
| − | |||
| + | ===Manually Renewing a Domain=== | ||
| − | + | For some trusted customers, or indeed for your own domains, you may wish to renew a domain without payment. To do this: | |
| − | + | # Navigate to the domains tab in the client's profile for the desired domain | |
| − | + | # Click the '''Renew''' button in the '''Registrar Commands''' row of buttons to immediately send a renewal request to the domain registrar | |
| − | |||
| − | # Click the ''' | ||
# If successful, the expiry date will update. You should also increment the next due date if you are manually handling payment as below. | # If successful, the expiry date will update. You should also increment the next due date if you are manually handling payment as below. | ||
| − | Now if the domain is already invoiced, when that invoice is paid another domain renewal request would get sent to the registrar unless you stop it. So to do that you need to also perform these steps: | + | Now if the domain is already invoiced, and automatic renewal on payment is enabled, when that invoice is paid under normal circumstances, another domain renewal request would get sent to the registrar. That is unless you stop it. So to do that you need to also perform these steps: |
# Locate the invoice for the domain (click the '''View Invoices''' link on the domain page to jump straight to a list of invoices for just that domain) | # Locate the invoice for the domain (click the '''View Invoices''' link on the domain page to jump straight to a list of invoices for just that domain) | ||
| Line 126: | Line 75: | ||
# Then delete the original line item from the invoice and by doing that you are removing the actual link to the domain when paid so no further renewal will occur | # Then delete the original line item from the invoice and by doing that you are removing the actual link to the domain when paid so no further renewal will occur | ||
| − | ==Domain | + | ===Moving a Domain to another Client=== |
| − | + | #When viewing the Domains tab of the domain you want to move, click '''Move Domain to Another Client''' located at the top-right of the page | |
| − | + | #A popup box will appear (you will need popup blockers disabled to use this) | |
| − | + | #In the popup, a dropdown will appear of clients for you to select the client to move it to | |
| − | + | #After selecting the desired client, click the '''Transfer''' button | |
| − | + | #The domain will then be transferred, the window will close, and the original window will refresh to show the domain under its new owner. | |
| − | |||
| − | |||
| − | + | '''Note:'''' If you have the '''Clients Dropdown''' disabled in '''General Settings''' then instead of a dropdown or clients you will get a text input box to enter the Client ID you want to move the product to. | |
| − | + | ===Deleting a Domain from a Client=== | |
| − | # | + | #When viewing the domain you want to delete, scroll to the bottom of the page and click the red '''Delete''' link |
| − | + | #After clicking this link, you will be asked to confirm if you are sure you want to delete the domain | |
| − | + | #If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next domain under that client | |
| − | |||
| − | # | ||
| − | # | ||
| − | |||
| − | + | '''Note:''' Deleting a domain from WHMCS will not perform any action at the domain registrar. | |
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | WHMCS | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
Revision as of 01:29, 8 May 2011
WHMCS allows the automated management of domains with a wide selection of built in registrars. From WHMCS you can view, modify and request all of the common things you are likely to need when providing and supporting users with their domains.
If you are looking for information on configuring domain related settings inside WHMCS, please refer to the Domains Configuration page
Contents
Available Management Features
- Domain Registration
- Domain Transfers
- Renewal/Extensions
- View Nameservers
- Change Nameservers
- View WHOIS Information
- Update WHOIS Information
- Lock/Unlock Domains
- ID Protection
- EPP Code Retrieval
- Register/Manage Private Nameservers
- DNS Record Management
- Email Forwarding Management
Most features are available for all but some are only available on certain registrars. Refer to individual registrar's documentation @ http://wiki.whmcs.com/Domain_Registrars for specific information.
Where can I manage domains?
Admins
- As an administrator, you can manage domains from the Domains tab inside a Clients Profile
- On this page, you can see nameservers and lock status in realtime alongside the stored values from the database
- You'll also see a row labelled Registrar Commands with options such as Renew, Modify WHOIS, Get EPP Code, etc...
- Clicking any of those buttons will perform the relevant option live with the domain registrar
Clients
- Clients also receive full access to the management tools from the client area
- Like you, they have access to view and change the current nameservers, change the lock status of their domain*, change the auto renewal setting, view/edit WHOIS information, manage the dns records*, configure email forwarding*, register nameservers*, request the epp code* and order a renewal for their domain (*if supported by the registrar)
Handling New Domain Registrations & Transfers
To perform a new domain registration or initiate a transfer, first an order must be placed for it. A customer can do that from the client area or you can create one using the admin side order process. Once you have the order, the domain registration can then be processed in a number of ways.
- Firstly if you have automatic registration on payment enabled, then you can simply navigate to the invoice for the domain registration order and mark it paid, either by manually applying a payment, or by running a capture from a customers selected payment method, and as soon as the invoice is successfully marked as paid, the domain order will get submitted to the domain registrar.
- Alternatively, if automatic registration is not enabled, then you have the option to attempt the registration when accepting the pending order by ticking the Send to Registrar checkbox and choosing the registrar to use in the Registrar dropdown menu in the order accept options
- Or finally, if automatic registration is not enabled and the order has already been accepted, you can navigate to the domains record within the clients profile area, and from there select a domain registrar to use in the Registrar dropdown menu, and then save, before clicking on either the Register or Transfer buttons in the Registrar Commands options that appear as required. These buttons allow you to initiate the remote API calls manually (this is the same process as is used for re-attempting a failed registration or transfer described in more detail below)
Handling a Failed Domain Registration
If an automated domain registration (or transfer initiation) attempt fails, then once the error has been corrected, you can have WHMCS re-attempt the registration or transfer. To do this you simply navigate to the domain record for the domain in question, and ensuring the appropriate domain registrar is selected in the Registrar dropdown menu (saving changes if you need to make an adjustment), simply click the Register or Transfer buttons from the Registrar Commands row of buttons as required. This will then ask you to confirm you want to proceed before re-attempting submitting the calls to the domain registrar's API. So there is no need to place a new order should it fail.
Any errors that come back from the remote systems API will be displayed on screen immediately when performing a manual registration attempt in this way. Common errors are addressed in the specific individual domain registrar pages of our docs so please refer to the Domain Registrars section for help and advice on those, and if unable to find an answer there you will need to get in touch with the registrar in question for advice.
Viewing/Editing Domain Nameservers
For any domain that is assigned to a registrar module in WHMCS, viewing and editing the nameservers the domain points to is a seamless integrated process. The nameserver fields will appear as part of the domain records fields when viewing a domains details via the Domains tab inside a Clients Profile. And any changes you make to those fields and submit will be communicated remotely to the selected domain registrar in the background by WHMCS and updated automatically.
Viewing/Editing Locking Status
Similarly, if the registrar module a domain is assigned to supports domain locking/unlocking then a Registrar Lock field will appear along with the nameserver fields on the domains management page and checking or unchecking the box and saving will submit that change to the domain registrar as well.
Viewing/Editing WHOIS Information
To view and make changes to the WHOIS Contact Information assigned to a domain inside WHMCS, from the domains details page/tab within a Clients Profile, click on the Modify Domain Contact Details button in the Registrar Commands row of buttons. You will then be taken to a screen listing the current contact information and which allows you to make changes to it and submit them. WHOIS Information is not stored locally in WHMCS and so is always queried in real-time from the selected domain registrar so any updates you make will take immediate effect.
Manually Renewing a Domain
For some trusted customers, or indeed for your own domains, you may wish to renew a domain without payment. To do this:
- Navigate to the domains tab in the client's profile for the desired domain
- Click the Renew button in the Registrar Commands row of buttons to immediately send a renewal request to the domain registrar
- If successful, the expiry date will update. You should also increment the next due date if you are manually handling payment as below.
Now if the domain is already invoiced, and automatic renewal on payment is enabled, when that invoice is paid under normal circumstances, another domain renewal request would get sent to the registrar. That is unless you stop it. So to do that you need to also perform these steps:
- Locate the invoice for the domain (click the View Invoices link on the domain page to jump straight to a list of invoices for just that domain)
- Copy the line item and amount for the domain from the existing line to a new invoice line item and save
- Then delete the original line item from the invoice and by doing that you are removing the actual link to the domain when paid so no further renewal will occur
Moving a Domain to another Client
- When viewing the Domains tab of the domain you want to move, click Move Domain to Another Client located at the top-right of the page
- A popup box will appear (you will need popup blockers disabled to use this)
- In the popup, a dropdown will appear of clients for you to select the client to move it to
- After selecting the desired client, click the Transfer button
- The domain will then be transferred, the window will close, and the original window will refresh to show the domain under its new owner.
Note:' If you have the Clients Dropdown disabled in General Settings then instead of a dropdown or clients you will get a text input box to enter the Client ID you want to move the product to.
Deleting a Domain from a Client
- When viewing the domain you want to delete, scroll to the bottom of the page and click the red Delete link
- After clicking this link, you will be asked to confirm if you are sure you want to delete the domain
- If you click No you will be returned to the page, if you click Yes, the item will be deleted and you will be taken to the next domain under that client
Note: Deleting a domain from WHMCS will not perform any action at the domain registrar.