Difference between revisions of "Post-Installation Tasks"

From WHMCS Documentation

(New page: After installation is completed you should perform the following tasks: 1. Setup the WHMCS Cron Job. If you didn't do this when instructed by the installer process then you must login...)
 
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After installation is completed you should perform the following tasks:
 
After installation is completed you should perform the following tasks:
  
   1. Setup the WHMCS Cron Job.  If you didn't do this when instructed by the installer process then you must login to cPanel and set this up.  Without it, WHMCS will not automatically generate invoices, suspend accounts, send payment reminders and update the disk usage statistics.
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   1. Setup the WHMCS Cron Job.   
   2. Setup email piping so you can manage tickets using the WHMCS Support Desk - for full instructions on this please see the relevant manual article.
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      If you didn't do this when instructed by the installer process then you must login to cPanel  
   3. Delete the installation folder.  Leaving this folder on your server is a security risk.  You should remove or rename it so general visitors cannot access it.
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      and set this up.  Without it, WHMCS will not automatically generate invoices, suspend accounts,  
 +
      send payment reminders and update the disk usage statistics.
 +
   2. Setup email piping so you can manage tickets using the WHMCS Support Desk
 +
      - for full instructions on this please see the relevant manual article.
 +
   3. Delete the installation folder.   
 +
      Leaving this folder on your server is a security risk.   
 +
      You should remove or rename it so general visitors cannot access it.
 
   4. Login to the admin area and configure your settings (Configuration > General Configuration)
 
   4. Login to the admin area and configure your settings (Configuration > General Configuration)
 
   5. Setup your Payment Gateways (Configuration > Payment Gateways)
 
   5. Setup your Payment Gateways (Configuration > Payment Gateways)

Revision as of 12:49, 6 March 2008

After installation is completed you should perform the following tasks:

  1. Setup the WHMCS Cron Job.  
     If you didn't do this when instructed by the installer process then you must login to cPanel 
     and set this up.  Without it, WHMCS will not automatically generate invoices, suspend accounts, 
     send payment reminders and update the disk usage statistics.
  2. Setup email piping so you can manage tickets using the WHMCS Support Desk
     - for full instructions on this please see the relevant manual article.
  3. Delete the installation folder.  
     Leaving this folder on your server is a security risk.  
     You should remove or rename it so general visitors cannot access it.
  4. Login to the admin area and configure your settings (Configuration > General Configuration)
  5. Setup your Payment Gateways (Configuration > Payment Gateways)
  6. Setup your Products & Services (Configuration > Products/Services)
  7. Configure your Domain Pricing (Configuration > Domain Pricing)
  8. Setup your Support Ticket Departments (Configuration > Support Departments)
  9. Place some test orders on your website to check everything works as expected


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