Difference between revisions of "Servers"

From WHMCS Documentation

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===Using the Server Setup Wizard===
 
===Using the Server Setup Wizard===
  
WHMCS provides a Server Setup Wizard to allow for quick and easy implementation of new servers. To make use of this, navigate to "Setup > Products/Services > Servers".
+
WHMCS provides a Server Setup Wizard to allow for quick and easy implementation of new servers.  
  
*Click "Add New Server"
+
To use this:
*You are now presented with the Server Setup Wizard  
+
 
*As a minimum, input your required module, Hostname/IP, username and password.
+
#Go to "Setup > Products/Services > Servers".
*Click "Test Connection". This will ensure that WHMCS can successfully connect to this server  
+
#Click "Add New Server". The Server Setup Wizard will appear.
*After testing the connection, you will be redirected to the servers configuration page where you can input additional information as required. See [[#Manually_Adding_a_New_Server|Manually Adding a New Server]].
+
#Input your required module, hostname or IP address, username, and password.
 +
#Click "Test Connection". This will ensure that WHMCS can successfully connect to this server. After testing, the servers configuration page will appear.
 +
*Add more information according to your requirements. For more information, see [[#Manually_Adding_a_New_Server|Manually Adding a New Server]].
  
 
[[File:ServerSetup.png|500px|center]]
 
[[File:ServerSetup.png|500px|center]]
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===Manually Adding a New Server===
 
===Manually Adding a New Server===
  
You can add new servers by going to '''Setup > Products/Services > Servers''' and selecting '''Add New Server'''. On this, page click the "Click Here" link to load the previous experience.
+
You can add new servers by going to '''Setup > Products/Services > Servers''' and selecting '''Add New Server'''. On this, page, click the "Click Here" link to load the previous experience.
  
All fields are optional but you should at least enter a name and IP for each server you add:
+
All fields are optional, but you should at least enter a name and IP address for each server you add. You can configure:
  
*Name - should be unique to allow you to identify this server
+
*Name — Enter a unique name to identify this server.
*Hostname - this is the primary domain of the server - used to link to the server by certain modules
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*Hostname — Enter the primary domain of the server. The system uses this to link to the server with certain modules.
*IP Address - this is the primary IP address of the server - used to connect to it
+
*IP Address — Enter the primary IP address of the server. The system uses this to connect to the server.
*Assigned IP Addresses - List the IP Addresses assigned to the server here, these are used in conjunction with Utilities > [[Domain_Resolver_Checker|Domain Resolver]] to check which domains in WHMCS are pointing to your server.
+
*Assigned IP Addresses — Enter the other IP addresses for the server here. The system uses them in conjunction with Utilities > [[Domain_Resolver_Checker|Domain Resolver]] to check which domains in WHMCS are pointing to your server.
*Monthly Cost - optional field - used in reports to calculate profit if entered
+
*Monthly Cost — Optionally enter the monthly server cost. The system uses this in reports to calculate profit.
*Datacenter/NOC - optional field - used only for you to remember where the server is located
+
*Datacenter/NOC — Optionally, enter the datacenter for the server. The system only uses this to help you keep records of where servers are.
*Maximum No. of Accounts - a value used to work out the percentage usage of the server (must be entered, can be very large)
+
*Maximum No. of Accounts — Enter the maximum number of accounts to add to the server. The system uses this to find the server's use percentage.
*Primary/Secondary/Tertiary/Quaternary Nameservers - these are the nameservers for this server, eg. ns1.yourdomain.com and ns2.yourdomain.com - used in welcome email and when registering domains
+
*Primary/Secondary/Tertiary/Quaternary Nameservers — Enter the nameservers for this server (for example, ns1.yourdomain.com and ns2.yourdomain.com). The system uses them in the welcome email and when registering domains.
*Primary/Secondary/Tertiary/Quaternary Nameserver IPs - these are the ips for each of the nameservers, can be used in emails
+
*Primary/Secondary/Tertiary/Quaternary Nameserver IPs — Enter the IP addresses for each of the nameservers. The system may use this in emails.
*Server Type, Username, Access Hash and Password - should be the login (root/reseller) details for your server (Or Username/Access Hash for cPanel/WHM Servers)
+
*Server Type, Username, Access Hash and Password — Enter the root or reseller login details for your server. For cPanel & WHM servers, you can also enter a username and access hash.
* The cPanel, DirectAdmin and Plesk modules offer a '''Test Connection''' button. Clicking this will test the details entered on this page so you can be sure the connection and login details are valid before clicking Save Changes.
+
* If you use the cPanel, DirectAdmin and Plesk modules offer, click '''Test Connection''' to test the details you enter on this page. This ensures that the connection and login details are valid before saving.
*Server Status URL - This is the url to the status folder. See Status Monitoring below.
+
*Server Status URL — Enter the URL for the status folder. See Status Monitoring below.
  
If this is the only server listed for the selected module afterwards, click on the name and ensure it results in an asterisk (*) next to it. This ensures it is the default and used when any other non-specific configuration (server groups) doesn't apply.
+
If this is the only server for the selected module, click on the name and ensure it results in an asterisk (*) next to it. This ensures it is the default. The system will use it when any other non-specific configuration (server groups) doesn't apply.
  
 
===Syncing Accounts to WHMCS===
 
===Syncing Accounts to WHMCS===
  
After adding a new server, it's possible that you already have some accounts on your server which you want to import in to WHMCS.
+
After adding a new server, it's possible that you already have some accounts on your server that you want to import in to WHMCS.
 
 
In WHMCS 7.8, we have introduced a new Server Sync Tool which allows for quick and easy import from any server which supports it.
 
  
Click here to learn about our Server Sync Tool. (Link to server sync tool)
+
In WHMCS 7.8, we introduced a new Server Sync Tool, which allows for quick and easy imports from any server that supports it.
  
 
==Status Monitoring==
 
==Status Monitoring==
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[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=0w7YcalU078&hd=1|Watch Video Tutorial]]
 
[[File:Videotutorial.png‎|center|link=http://www.youtube.com/watch?v=0w7YcalU078&hd=1|Watch Video Tutorial]]
  
 +
Status monitoring allows you to view the load and uptime for each of your Linux-based servers from within the WHMCS client or admin area.
  
Status monitoring allows you to view the load and uptime for each of your linux based servers from within the WHMCS client/admin area.
+
To enable this, you must upload the status folder in the WHMCS zip file download to each of your servers. Then, enter the URL to that folder in the server setup '''Server Status URL''' field. You can also leave the field blank, which disables monitoring for that server.
 
 
To enable this, you must upload the status folder supplied in the WHMCS zip file download to each of your servers. And then enter the URL to that folder into the server setup '''Server Status URL''' field.
 
  
You can leave the field blank, which simply disables monitoring for that server.
+
WHMCS disables PHP Info output by default for security reasons. To enable it, uncomment the line "#phpinfo();" (remove the #) within the index.php file.
 
 
PHP Info output is disabled by default for security reasons so if you would like to enable it, you simply need to uncomment the line "#phpinfo();" (remove the #) within the index.php file.
 
  
 
===Customising the Ports===
 
===Customising the Ports===
The ports checked by the server status page can be customised by editing the '''/templates/*your active template*/serverstatus.tpl''' template file. There are two parts of the template which need modifying to achieve this:
+
The ports that the server status page checks can be customised by editing the '''/templates/*your active template*/serverstatus.tpl''' template file. You will need to modify two parts of the template:
  
Around line 44:
+
Near line 44:
  
 
<source lang="php">
 
<source lang="php">
Line 67: Line 64:
 
</source>
 
</source>
  
These are the column headings, they can be changed to describe the ports you will be monitoring.
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These are the column headings. You can change them to describe the ports you will be monitoring.
  
Then around line 73:
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Near line 73:
  
 
<source lang="php">
 
<source lang="php">
Line 77: Line 74:
 
</source>
 
</source>
  
Change the numbers (80, 21, 110 by defualt) to change, add or remove ports to be checked.
+
Change the numbers (80, 21, and 110 by default) to change, add, or remove ports to check.
  
 
==Deleting a Server==
 
==Deleting a Server==
*To delete a server, go to '''Setup > Servers''' and then click the red X icon on the same row as the server you wish to delete
+
 
*If it is allowed to be deleted you'll get a confirmation popup confirming you want to delete it and once you click Ok it will be removed
+
To delete a server, go to '''Setup > Servers''' and click the red X icon on the same row as the server you wish to delete. If the deletion succeeds, a message will appear confirming whether you want to delete it. Click OK to remove it.
*You cannot delete a server while there are any accounts assigned to it. This includes terminated and cancelled accounts.
+
 
 +
You cannot delete a server with assigned accounts. This includes terminated and cancelled accounts.
  
 
==Status==
 
==Status==
Not to be confused with Status Monitoring above. Servers can have one of two statuses; enabled and disabled denoted by a green tick or grey cross respectively. During normal operations a server would be active, however should you decide to mothball an old server and disconnect it the status should be changed to disabled.
+
Status is not the same as Status Monitoring, above. Servers can have one of two statuses: enabled and disabled, denoted by a green check or grey X respectively. During normal operations, a server would be active. However, if you will no longer use an old server and disconnect it, change the status to disabled.
  
Disabling a server removes it from the daily usage statistics update (which could fail if a disconnected server was listed as active) and moves it to the bottom of all server dropdown menus.
+
Disabling a server removes it from the daily usage statistics update (which could fail if a disconnected server was active) and moves it to the bottom of all server menus.
  
To change the status of a server navigate to Setup > Servers and click the status icon to toggle to the other status (ie. Clicking the green tick icon of an active server would deactivate it).
+
To change the status of a server, navigate to Setup > Servers and click the status icon to toggle to the other status. For example, click the green checkmark icon on an active server to deactivate it.
  
 
==Server Groups==
 
==Server Groups==
  
Server groups allow you to configure servers into sets where products can then be assigned automatically based on your requirements & provisioning settings. For example you may want shared accounts on certain servers, and resellers on others, with accounts being distributed evenly between all the servers you have. Server groups makes this possible.
+
Server groups allow you to configure servers into sets in which you can assign products automatically, based on your requirements and provisioning settings. For example, you may want shared accounts on certain servers and resellers on others, with accounts being distributed evenly between all the servers you have. Server groups make this possible.
  
 
===Creating a Group===
 
===Creating a Group===
  
#Begin by going to '''Setup > Products/Services > Servers'''
+
To create a group:
#Next click '''Create New Group''' under the Options heading
+
 
#On the screen that appears, enter a name for your group
+
#Go to '''Setup > Products/Services > Servers'''.
#Next choose whether to assign new orders to the least full server '''or''' fill the default server until it reaches the number of accounts limit you've set for it and then move to the next least used.
+
#Click '''Create New Group''' under the Options heading.
#Finally, select the servers you want to assign to this group in the box on the left and click Add to move them to the box on the right which contains the servers for this group.<br />'''NOTE:''' If you only assign one server to a group select the ''Add to the least full server'' fill option.
+
#Enter a name for your group.
#Then click Save Changes to complete the process
+
#Choose whether to assign new orders to the least-full server '''or''' fill the default server until it reaches the limit for accounts, and then move to the next server.
 +
#Select the servers you want to assign to this group in the box on the left.
 +
#Click Add to move them to the box on the right, which contains the servers for this group.<br />'''NOTE:''' If you only assign one server to a group, select the ''Add to the least full server'' fill option.
 +
#Click Save Changes to complete the process.
  
 
===Assigning Products to a Group===
 
===Assigning Products to a Group===
  
#To assign a product to a group, begin by locating the product in the '''Products & Services''' configuration area, then click the edit icon for it
+
To assign a product to a group:
#Next click onto the '''Module Settings''' tab
+
#Find the product in the '''Products & Services''' configuration area.
#There you will see a dropdown labelled Server Group.
+
#Click the edit icon for it.
##By default this will be set to None in which case the product is assigned to the default server for that module.
+
#Click the '''Module Settings''' tab.
##However, you can select a group there by choosing it from the dropdown and saving.
+
#Use the Server Group menu to select the server group. By default, this is None, which assigns the product to the default server for that module.
  
 
===Editing/Deleting a Group===
 
===Editing/Deleting a Group===
  
#When editing a group you get exactly the same interface & options as when you create one.
+
You will see the same interface and options when you edit a group as when you create one.
#Servers can be added or removed from a group at any time.
+
*You can add or remove servers from a group at any time.
#The maximum number of accounts to assign to a server is set on a per server basis when editing the setup of the individual server
+
*You can set the maximum number of accounts to assign to a server when editing the setup of the individual server.

Revision as of 17:01, 8 May 2020

Adding a New Server

Watch Video Tutorial

Using the Server Setup Wizard

WHMCS provides a Server Setup Wizard to allow for quick and easy implementation of new servers.

To use this:

  1. Go to "Setup > Products/Services > Servers".
  2. Click "Add New Server". The Server Setup Wizard will appear.
  3. Input your required module, hostname or IP address, username, and password.
  4. Click "Test Connection". This will ensure that WHMCS can successfully connect to this server. After testing, the servers configuration page will appear.
ServerSetup.png

Manually Adding a New Server

You can add new servers by going to Setup > Products/Services > Servers and selecting Add New Server. On this, page, click the "Click Here" link to load the previous experience.

All fields are optional, but you should at least enter a name and IP address for each server you add. You can configure:

  • Name — Enter a unique name to identify this server.
  • Hostname — Enter the primary domain of the server. The system uses this to link to the server with certain modules.
  • IP Address — Enter the primary IP address of the server. The system uses this to connect to the server.
  • Assigned IP Addresses — Enter the other IP addresses for the server here. The system uses them in conjunction with Utilities > Domain Resolver to check which domains in WHMCS are pointing to your server.
  • Monthly Cost — Optionally enter the monthly server cost. The system uses this in reports to calculate profit.
  • Datacenter/NOC — Optionally, enter the datacenter for the server. The system only uses this to help you keep records of where servers are.
  • Maximum No. of Accounts — Enter the maximum number of accounts to add to the server. The system uses this to find the server's use percentage.
  • Primary/Secondary/Tertiary/Quaternary Nameservers — Enter the nameservers for this server (for example, ns1.yourdomain.com and ns2.yourdomain.com). The system uses them in the welcome email and when registering domains.
  • Primary/Secondary/Tertiary/Quaternary Nameserver IPs — Enter the IP addresses for each of the nameservers. The system may use this in emails.
  • Server Type, Username, Access Hash and Password — Enter the root or reseller login details for your server. For cPanel & WHM servers, you can also enter a username and access hash.
  • If you use the cPanel, DirectAdmin and Plesk modules offer, click Test Connection to test the details you enter on this page. This ensures that the connection and login details are valid before saving.
  • Server Status URL — Enter the URL for the status folder. See Status Monitoring below.

If this is the only server for the selected module, click on the name and ensure it results in an asterisk (*) next to it. This ensures it is the default. The system will use it when any other non-specific configuration (server groups) doesn't apply.

Syncing Accounts to WHMCS

After adding a new server, it's possible that you already have some accounts on your server that you want to import in to WHMCS.

In WHMCS 7.8, we introduced a new Server Sync Tool, which allows for quick and easy imports from any server that supports it.

Status Monitoring

Watch Video Tutorial

Status monitoring allows you to view the load and uptime for each of your Linux-based servers from within the WHMCS client or admin area.

To enable this, you must upload the status folder in the WHMCS zip file download to each of your servers. Then, enter the URL to that folder in the server setup Server Status URL field. You can also leave the field blank, which disables monitoring for that server.

WHMCS disables PHP Info output by default for security reasons. To enable it, uncomment the line "#phpinfo();" (remove the #) within the index.php file.

Customising the Ports

The ports that the server status page checks can be customised by editing the /templates/*your active template*/serverstatus.tpl template file. You will need to modify two parts of the template:

Near line 44:

<th class="text-center">HTTP</th>
<th class="text-center">FTP</th>
<th class="text-center">POP3</th>

These are the column headings. You can change them to describe the ports you will be monitoring.

Near line 73:

checkPort({$num}, 80);
checkPort({$num}, 21);
checkPort({$num}, 110);

Change the numbers (80, 21, and 110 by default) to change, add, or remove ports to check.

Deleting a Server

To delete a server, go to Setup > Servers and click the red X icon on the same row as the server you wish to delete. If the deletion succeeds, a message will appear confirming whether you want to delete it. Click OK to remove it.

You cannot delete a server with assigned accounts. This includes terminated and cancelled accounts.

Status

Status is not the same as Status Monitoring, above. Servers can have one of two statuses: enabled and disabled, denoted by a green check or grey X respectively. During normal operations, a server would be active. However, if you will no longer use an old server and disconnect it, change the status to disabled.

Disabling a server removes it from the daily usage statistics update (which could fail if a disconnected server was active) and moves it to the bottom of all server menus.

To change the status of a server, navigate to Setup > Servers and click the status icon to toggle to the other status. For example, click the green checkmark icon on an active server to deactivate it.

Server Groups

Server groups allow you to configure servers into sets in which you can assign products automatically, based on your requirements and provisioning settings. For example, you may want shared accounts on certain servers and resellers on others, with accounts being distributed evenly between all the servers you have. Server groups make this possible.

Creating a Group

To create a group:

  1. Go to Setup > Products/Services > Servers.
  2. Click Create New Group under the Options heading.
  3. Enter a name for your group.
  4. Choose whether to assign new orders to the least-full server or fill the default server until it reaches the limit for accounts, and then move to the next server.
  5. Select the servers you want to assign to this group in the box on the left.
  6. Click Add to move them to the box on the right, which contains the servers for this group.
    NOTE: If you only assign one server to a group, select the Add to the least full server fill option.
  7. Click Save Changes to complete the process.

Assigning Products to a Group

To assign a product to a group:

  1. Find the product in the Products & Services configuration area.
  2. Click the edit icon for it.
  3. Click the Module Settings tab.
  4. Use the Server Group menu to select the server group. By default, this is None, which assigns the product to the default server for that module.

Editing/Deleting a Group

You will see the same interface and options when you edit a group as when you create one.

  • You can add or remove servers from a group at any time.
  • You can set the maximum number of accounts to assign to a server when editing the setup of the individual server.