Difference between revisions of "Application Links"

From WHMCS Documentation

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Application Linking is the simple way for end users and module developers to integrate with and use WHMCS Single Sign-On.
 
Application Linking is the simple way for end users and module developers to integrate with and use WHMCS Single Sign-On.
  
WHMCS Single Sign-On allows trusted applications to authenticate users and send them to a desired page within the client area.
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[[WHMCS_Single_Sign-On|WHMCS Single Sign-On]] allows trusted applications to authenticate users and send them to a desired page within the client area.
  
 
Supported link destinations include the following:
 
Supported link destinations include the following:
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</div>
 
</div>
  
You are able to configure which of the above links your end users see and the display label text for each.
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You can configure which of the above links your end users see and their display label text.
  
 
==Managing Application Links==
 
==Managing Application Links==
  
You can view and manage all modules that support application linking by navigating to ''Setup > Application Links''.
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You can view and manage all modules that support application linking by navigating to '''Setup > Application Links'''.
  
From here you can view modules that support application linking, turn application linking on or off, view the application linking provisioning log and customise the links to provision.
+
From here, you can view modules that support application linking, turn application linking on or off, view the application linking provisioning log, and customise the links to provision.
  
<div class="docs-alert-warning">This requires the ''Configure Application Links'' administrator permission, which WHMCS only assigns to Full Administrator level users by default.</div>
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<div class="docs-alert-warning">
 +
<span class="title">Required Permissions</span><br />
 +
This requires the '''Configure Application Links''' administrator permission, which WHMCS only assigns to ''Full Administrator''-level users by default.
 +
</div>
  
 
===Enabling Application Links===
 
===Enabling Application Links===
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[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=esAsImsRlcY&hd=1|Watch Video Tutorial]]
 
[[File:Videotutorial.png‎|center|link=https://www.youtube.com/watch?v=esAsImsRlcY&hd=1|Watch Video Tutorial]]
  
<div class="docs-alert-info">Remember that Application Links requires cPanel & WHM version 11.54 (which entered RELEASE status on Monday, 25th January, 2016).</div>
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<div class="docs-alert-info">
 +
<span class="title">Required Version</span><br />
 +
Remember that '''Application Links''' requires cPanel & WHM version 11.54 (which entered '''RELEASE''' status on Monday, 25th January, 2016).
 +
</div>
  
 
To enable Application Links:
 
To enable Application Links:
  
# Navigate to ''Setup > Application Links''. The system will display all of the installed modules that support Application Links.
+
# Navigate to '''Setup > Application Links'''. The system will display all of the installed modules that support Application Links.
# Set the toggle to '''On''' next to the Application that you wish to enable it for.<div class="docs-alert-success">The option to enable Application Links will be unavailable if you have not configured at least one active server and assigned it to the given module.</div> The status indicator will update to reflect that the system has started provisioning links. When the process finishes, the status indicator will update to show that Application Links are Active for the application.
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# Set the toggle to ''On'' next to the application that you wish to enable it for.<div class="docs-alert-success"><span class="title">Configuration</span><br />You can't enable Application Links until you configure at least one active server and assign it to the given module.</div> The status indicator will update to reflect that the system has started provisioning links. When the process finishes, the status indicator will update to show that Application Links are ''Active'' for the application.
  
<div class="docs-alert-warning">If you navigate away from the page while the provisioning is still in progress, the system may not fully provision all of the links for all of the products or services.</div>
+
<div class="docs-alert-warning">
 +
<span class="title">Warning</span><br />
 +
If you navigate away from the page while the provisioning is still in progress, the system may not fully provision all of the links for all of the products or services.
 +
</div>
  
 
===Configuring Application Links===
 
===Configuring Application Links===
  
You can customize the provisioned Application Links on a per-Application basis, allowing you to choose exactly which links your end users receive and what display label they use.
+
You can customize the provisioned Application Links on a per-application basis, allowing you to choose exactly which links your end users receive and display label they use.
  
 
[[File:ApplicationLinksConfiguration.png]]
 
[[File:ApplicationLinksConfiguration.png]]
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To configure application links:
 
To configure application links:
  
# Navigate to ''Setup > Application Links''.
+
# Navigate to '''Setup > Application Links'''.
# Click the '''Configure''' link for the Application you wish to make changes for. A modal will load, showing all supported Application Links by that module (see screenshot above). From here you can:
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# Click the '''Configure''' link for the application you wish to make changes for. The supported Application Links will appear (see screenshot above). From here you can:
 
#* Slide the toggle setting on or off to enable or disable a given link.
 
#* Slide the toggle setting on or off to enable or disable a given link.
 
#* Customise the display label for a link.
 
#* Customise the display label for a link.
#* Drag and drop to reorder the display of links within the Third Party Application.
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#* Drag and drop to reorder the display of links within the third-party application.
# Click '''Save Changes''' If you have enabled Application Links for the given application, the status indicator will update to reflect that the syncing of your configuration changes has begun. When the process finishes, the status indicator will update to show that Application Links are Active for the application.
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# Click '''Save Changes'''. If you have enabled Application Links for the given application, the status indicator will update to reflect that the syncing of your configuration changes has begun. When the process finishes, the status indicator will update to show that Application Links are active for the application.
  
<div class="docs-alert-warning">If you navigate away from the page while the sync is still in progress, the system may not fully sync all of the links for all of the products or services.</div>
+
<div class="docs-alert-warning">
 +
<span class="title">Warning</span><br />
 +
If you navigate away from the page while the sync is still in progress, the system may not fully sync all of the links for all of the products or services.
 +
</div>
  
 
===Disabling Application Links===
 
===Disabling Application Links===
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To disable application links:
 
To disable application links:
  
# Navigate to ''Setup > Application Links''.
+
# Navigate to '''Setup > Application Links'''.
# Set the toggle to '''Off''' for the Application that you wish to disable. The status indicator will update to reflect that the deprovisioning has begun. When the process finishes, the status indicator will update to show that Application Links are Disabled for the application.
+
# Set the toggle to '''Off''' for the application that you wish to disable. The status indicator will update to reflect that the deprovisioning has begun. When the process finishes, the status indicator will update to show that Application Links are disabled for the application.
  
<div class="docs-alert-warning">If you navigate away from the page while the deprovisioning is still in progress, the system may not fully deprovision all of the links for all of the products or services.</div>
+
<div class="docs-alert-warning">
 +
<span class="title">Warning</span><br />
 +
If you navigate away from the page while the deprovisioning is still in progress, the system may not fully deprovision all of the links for all of the products or services.
 +
</div>
  
 
==Reviewing the Application Link Log==
 
==Reviewing the Application Link Log==
  
Application links provisioning has its own dedicated logging system. You will see a View Log button for each Application that supports Application Linking.
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Application links provisioning has its own dedicated logging system. You will see a '''View Log''' button for each application that supports Application Linking.
  
The log will display log entries for the last provisioning operation that you performed for a given application. These can be an Activation, a sync of Configuration Changes, or a deactivation.
+
The log will display log entries for the last provisioning operation that you performed for a given application. These can be an ''Activation'', a sync of ''Configuration Changes'', or a ''Deactivation''.
  
 
The log uses four logging levels:
 
The log uses four logging levels:
  
* '''Debug''' — Event-based logging such as the start and completion of processes.
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* '''Debug''' — Event-based logging, like the start and completion of processes.
* '''Information''' — You'll see an information level log entry when the system is attempting to provision links to a server that does not support Application Linking. Typically, this means it requires a newer version of the Third Party Application.
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* '''Information''' — The system is attempting to provision links to a server that does not support Application Linking. Typically, this means it requires a newer version of the third-party application.
* '''Notice''' — You'll see a notice level log entry when no servers for the given Application support Application Linking. Typically, this means it requires a newer version of the Third Party Application.
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* '''Notice''' — No servers for the given application support Application Linking. Typically, this means it requires a newer version of the third-party application.
* '''Warning''' — Error messages that the Application or module itself returned. These typically require attention.
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* '''Warning''' — Error messages that the application or module itself returned. These typically require attention.

Revision as of 20:52, 27 May 2020

Application Linking is the simple way for end users and module developers to integrate with and use WHMCS Single Sign-On.

WHMCS Single Sign-On allows trusted applications to authenticate users and send them to a desired page within the client area.

Supported link destinations include the following:

Ordering

  • Upgrade/Downgrade
  • Register New Domain
  • Transfer a Domain

Support

  • Open Ticket
  • View Ticket History
  • News & Announcements
  • Download Resources
  • Search our Knowledgebase
  • Check Network Status

Account

  • Manage Profile
  • View Billing Information
  • Manage Billing Information
  • View Email History
  • View Invoice History

You can configure which of the above links your end users see and their display label text.

Managing Application Links

You can view and manage all modules that support application linking by navigating to Setup > Application Links.

From here, you can view modules that support application linking, turn application linking on or off, view the application linking provisioning log, and customise the links to provision.

Required Permissions
This requires the Configure Application Links administrator permission, which WHMCS only assigns to Full Administrator-level users by default.

Enabling Application Links

Watch Video Tutorial

Required Version
Remember that Application Links requires cPanel & WHM version 11.54 (which entered RELEASE status on Monday, 25th January, 2016).

To enable Application Links:

  1. Navigate to Setup > Application Links. The system will display all of the installed modules that support Application Links.
  2. Set the toggle to On next to the application that you wish to enable it for.
    Configuration
    You can't enable Application Links until you configure at least one active server and assign it to the given module.
    The status indicator will update to reflect that the system has started provisioning links. When the process finishes, the status indicator will update to show that Application Links are Active for the application.

Warning
If you navigate away from the page while the provisioning is still in progress, the system may not fully provision all of the links for all of the products or services.

Configuring Application Links

You can customize the provisioned Application Links on a per-application basis, allowing you to choose exactly which links your end users receive and display label they use.

ApplicationLinksConfiguration.png

You can configure this before or while you enable application links. The system syncs any changes and pushes them out across all your servers.

To configure application links:

  1. Navigate to Setup > Application Links.
  2. Click the Configure link for the application you wish to make changes for. The supported Application Links will appear (see screenshot above). From here you can:
    • Slide the toggle setting on or off to enable or disable a given link.
    • Customise the display label for a link.
    • Drag and drop to reorder the display of links within the third-party application.
  3. Click Save Changes. If you have enabled Application Links for the given application, the status indicator will update to reflect that the syncing of your configuration changes has begun. When the process finishes, the status indicator will update to show that Application Links are active for the application.

Warning
If you navigate away from the page while the sync is still in progress, the system may not fully sync all of the links for all of the products or services.

Disabling Application Links

To disable application links:

  1. Navigate to Setup > Application Links.
  2. Set the toggle to Off for the application that you wish to disable. The status indicator will update to reflect that the deprovisioning has begun. When the process finishes, the status indicator will update to show that Application Links are disabled for the application.

Warning
If you navigate away from the page while the deprovisioning is still in progress, the system may not fully deprovision all of the links for all of the products or services.

Reviewing the Application Link Log

Application links provisioning has its own dedicated logging system. You will see a View Log button for each application that supports Application Linking.

The log will display log entries for the last provisioning operation that you performed for a given application. These can be an Activation, a sync of Configuration Changes, or a Deactivation.

The log uses four logging levels:

  • Debug — Event-based logging, like the start and completion of processes.
  • Information — The system is attempting to provision links to a server that does not support Application Linking. Typically, this means it requires a newer version of the third-party application.
  • Notice — No servers for the given application support Application Linking. Typically, this means it requires a newer version of the third-party application.
  • Warning — Error messages that the application or module itself returned. These typically require attention.