Difference between revisions of "System Utilities"

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WHMCS includes many utilities to help you manage your system.
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==Link Tracking==
 
==Link Tracking==
  
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The link/ad tracker tool is designed to allow you to track your advertising campaigns.  The way it works is that you can setup the various links you want to use and then instead of linking directly you use the tracking link WHMCS gives you.  It then tracks the number of click throughs you get and ultimately conversions, providing an easy way to analyse how successful different promotions and links are.
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The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions.
  
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===How to add a tracked url===
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For more information, see [[Link Tracking]].
  
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#Begin by going to Utilities > Link Tracking
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==Calendar==
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#Click "Add a New Link"
 
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#Enter a name to identify the link and then the URL the user should be forwarded to when followed
 
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#Click Add Link
 
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#The link has now been added for tracking
 
  
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===How to get the URL to use for tracking===
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[[File:calendar.png|thumb|The Calendar]]
  
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#After adding the url for tracking, click the edit icon next to it
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The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.
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#The Link/URL field on the edit page will show the link you need to use - eg. http://demo.whmcs.com/link.php?id=1
 
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#You then just link to that URL from wherever you run the promotion
 
  
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===How to monitor the links===
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For more information, see [[Calendar]].
  
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#To see how your links are doing, just go to Utilities > Link Tracking
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==To-Do List==
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#It then lists the links you've setup for tracking, the number of clicks each has had and the number of conversions (orders)
 
  
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==Browser==
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The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.
  
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The browser section allows you to have a communal list of links/favorites that all your staff have access to - for example you might add bookmarks for your domain registrar login page, server bandwidth monitoring pages, server tech support team, etc...
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For more information, see [[To-Do List]].
  
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==Calendar==
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==Activity Logs==
  
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The calendar lists all pending, active and suspended products, addons and domains on the dates they are due.  It allows you to easily see at a glance upcoming payments.  It also shows domains expirying for each date.
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WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups.  This allows you to monitor and track all the activity taking place inside your WHMCS system.   
  
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You can also add your own events and tasks to the calendar.  These can be either one time events or regular recurring events (eg. server payments, admin tasks, etc...).  To add an event, simply double click the date you want to add it on.
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You can find the logs in the left-side menu at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > [[System Logs]]''' or, prior to WHMCS 8.0, '''Utilities > Logs'''.
  
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==To-Do List==
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==Database Backups==
  
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The to do list allows you to add tasks that need to be carried out, the dates they are due for completion by and the admin they are assigned to. To-Do Items can also have an unlimited length description for storing additional information about the task.  Due items are shown on the admin homepage.
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WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways.
  
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==Activity Logs==
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For more information, see [[Backups]].
  
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WHMCS logs all activity, admin logins, gateway communications, sent and received email communications and domain lookups.  This allows you to monitor and track all the activity taking place inside your WHMCS system.  The logs can be found in the Utilities menu and include:
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==System Cleanup==
  
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*Activity Log
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With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space.
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*Admin Login Log
 
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*Gateway Log 
 
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*Ticket Mail Import Log
 
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*WHOIS Lookup History Log
 
  
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Over time, log records in your WHMCS System will build up.  As the number of records grows, so will your database and you may begin noticing a reduction in performace.  Luckily however, WHMCS allows you to empty these logs any time you like should they start affecting performance.  You can see the size of your database by going to Utilities > Database Status. To empty your logs, use the following steps:
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For more information, see [[System Cleanup]].
  
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#Login to your WHMCS Admin Area
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==PHP Info==
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#Go to Utilities > System Cleanup
 
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#You will then see options to empty each of the 5 log tables listed above
 
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#To empty a log table, simply click the Go button next to that table
 
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#A confirmation message will then appear confirming the log table has been emptied
 
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==Database Backups==
 
  
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The database is where all your WHMCS data is stored and so is very important. It is therefore recomended that you take regular backups of it. There are 2 built in solutions for automated backing up the database using the daily cron - one is email and the other is an FTP backup to a remote server. These can be configured in Configuration > Database Backups.
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WHMCS can display a variety of information about the current configuration of PHP and the server.  
  
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You can also download a one off backup with the steps outlined in [[Maintenance#Backing_up_your_WHMCS_Database|Backing up your WHMCS Database]].
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For more information, see [[PHP Info]].

Latest revision as of 20:08, 5 May 2022

WHMCS includes many utilities to help you manage your system.

Link Tracking

The link tracker allows you to track your advertising campaigns by entering links into WHMCS and using the links that WHMCS pairs with them to detect traffic and conversions.

For more information, see Link Tracking.

Calendar

The Calendar

The calendar lists all pending, active and suspended products, addons, domains, and to-do items on the dates they are due.

For more information, see Calendar.

To-Do List

The to-do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.

For more information, see To-Do List.

Activity Logs

WHMCS logs all activity, admin logins, gateway communications, sent and received email communications, and domain lookups. This allows you to monitor and track all the activity taking place inside your WHMCS system.

You can find the logs in the left-side menu at Configuration () > System Logs or, prior to WHMCS 8.0, Utilities > Logs.

Database Backups

WHMCS stores its data in your database and we recommend that you back it up often. You can do this in several ways.

For more information, see Backups.

System Cleanup

With constant daily operations, the log files in WHMCS can become very large. Because of this, WHMCS allows you to prune logs to reduce the size of the database and reduce disk space.

For more information, see System Cleanup.

PHP Info

WHMCS can display a variety of information about the current configuration of PHP and the server.

For more information, see PHP Info.

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