Personal tools
Namespaces

Variants
Actions

OX WHMCS Module

From ModulesGarden Wiki
Jump to: navigation, search

Contents

About OX WHMCS Module

OX WHMCS Module has been developed to allow quick and easy management of the OX account directly from the WHMCS client area.
Establish connection between your WHMCS and Open-Xchange to get access to email accounts, aliases, forwarders and many more.

Use the addon module to master the theme branding on your account directly in in the panel.

  • Important: Before using our WHMCS module
✔ To be able to use the OX WHMCS Module, you MUST have an OX Cloud account!
✔ The OX WHMCS Module lets you provision and manage OX Cloud email accounts.
BEFORE you can do this, you need to be registered on OX Cloud, so that we can give you access to the OX Cloud servers.
✔ Without this your OX WHMCS Module will not be able to connect to OX Cloud and will not work!
✔ To register on OX Cloud please click HERE
  • Admin Area Features:
✔ Create/Suspend/Unsuspend/Terminate Context
✔ Change Package
✔ View Service Information:
✔ Status
✔ Owner
✔ Module Access
✔ Maximum Context Quota
✔ Context Username And Password
✔ Number And Limits Of:
✔ Email Accounts
✔ Email Aliases
✔ Email Forwarders
✔ Configure Product:
✔ Set Limit Of Email Accounts Per Context
✔ Set Limit Of Email Aliases Per Context
✔ Set Limit Of Email Forwarders Per Context
✔ Select Module Access
✔ Define Maximum Quota Per Email Account [MB]
✔ Define Maximum Quota Per Context [MB]
✔ Toggle Using WHMCS Own Domain Only
✔ Allow Users To Change Password
  • Client Area Features:
✔ View Service Information:
✔ Status
✔ Owner
✔ Module Access
✔ Maximum Context Quota
✔ Context Username And Password
✔ Number And Limits Of:
✔ Email Accounts
✔ Email Aliases
✔ Email Forwarders
✔ Access And Management Of:
✔ Email Accounts
✔ Email Aliases
✔ Email Forwarders
✔ Email Catch-All
✔ View MX Records For Mail Domains
  • Configurable Options:
✔ Email Accounts Limit
✔ Email Aliases Limit
✔ Email Forwarders Limit
✔ Email Quota
✔ Allow To Change Password
  • General Info:
✔ Configurable Options Support
✔ Multi-Language Support
✔ Supports PHP 7.2 Up To PHP 7.4
✔ Supports WHMCS Themes "Six" And "Twenty-One"
✔ Supports WHMCS V8.2 And Later

Installation and Configuration

The below tutorial will show you how to successfully install and configure OX WHMCS Module.

We will guide you step by step through the whole installation process.

Installation

1. Log in to our client area and download the module.
OX 1.png
2. Upload and extract the files into the main WHMCS directory.

Files in your WHMCS directory should look like on the following screen.

OX 2.png

Activation of Addon

3. Now you have to activate the module in your WHMCS system.

Log in to your WHMCS admin area. Move to the 'System Settings' and find 'Addon Modules'.
Afterwards, find 'OX WHMCS Module' and press the 'Activate' button.

OX 3.png
4. In the next step you need to permit access to this module.

To do so, click on the 'Configure' button, tick the desired admin roles and press 'Save Changes'.

OX 4.png
5. OX WHMCS Module has been successfully installed!

Access the addon under 'Addons' 'OX WHMCS Module'.

Server Configuration

6. In order to establish a successful connection, you will need to set up the server first.

Log in to your WHMCS, proceed to 'System Settings' 'Products/Services' 'Servers'.
There, press 'Add New Server'.

OX 6.png
7. Next, enter your newly created server name and the Open-Xchange server hostname (server URL).

Choose 'OX WHMCS Module' from the 'Module' dropdown menu and type in your username and password.
Select 'Secure' if you use SSL for connection. Next, test your connection and press 'Save Changes' if that has been successful.

Important:

  • You will need to know which of the OX Cloud data centers you are using for mailbox provisioning. Depending on data center you should use one of the following addresses:
    • provisioning.eu.appsuite.cloud
    • provisioning.us.appsuite.cloud
  • Formats such as 'HTTPS' or 'HTTP' are not allowed in the "Hostname" field
  • You will need a Username and Password which you receive from the provisioning mail.
    If you do not have one then please contact the OX Cloud team.
OX 7.png
If the connection cannot be established, please ensure that:
  • You used the correct server name and Hostname that fits the underlying data center
  • You used the correct username and password
  • You white-listed your WHMCS server IP address during the provisioning process.

Note: If you use multiple servers, all their IP addresses have to be white-listed.

8. After you configure your server correctly, you will see the following screen.

Now you need to create a new group for your server. For that purpose press 'Create New Group'.

OX 8.png
9. Enter your desired 'Group Name', click on your previously created server, press 'Add' then 'Save Changes'.
OX 9.png

Product Configuration

10. In order to create and configure your desired Products and Services, proceed to 'System Settings' 'Products/Services'.

Start from creating a new, dedicated group by pressing the 'Create a New Group' button.

OX 10.png
11. Next, enter your new product group name and press the 'Save Changes' button.
OX 11.png
12. You can create your product now and assign it to the previously created product group.

Click on 'Create a New Product'.

OX 12.png
13. Afterwards, choose your product type and product group from dropdown menu, enter the product name and select 'OX WHMCS Module' module.
You may 'Continue' to the next step now.

Note: You may select "Shared Hosting" or "Other" type of the product.

OX 13.png
14. In the product details make sure to mark the 'Require Domain' option.

With marking the 'Require Domain' option, customers will have the options to:

  • register a new domain
  • transfer an existing domain from another registrar
  • use an existing domain and update their server name
OX 13 1.png
15. Now, go to the 'Module Settings' section, choose both 'OX WHMCS Module' and your previously created server group from the dropdown menus.
OX 14.png
16. In this section you can define the limit settings per product.
  • Email Accounts Limit - the maximum allowed number of email accounts per context is 500
  • Email Aliases Limit - the maximum allowed number of email aliases per email account is 50
  • Email Forwarders Limit - note that only one redirection is allowed per one forwarding alias
  • Product Components - choose the product that you want to provision to clients:
    • Webmail + PIM (OX Mail, OX Calender, OX Tasks, OX Portal, OX Address Book)
    • Webmail + PIM + Productivity Add-on (additionally includes 'OX Drive', 'OX Text', 'OX Spreadsheet' and 'OX Presentation')
    • Webmail + PIM + Security Add-on (additionally includes email and file encryption, 'Safe Unsubscribe', 'Time-of-click anti-phishing')
    • Webmail + PIM + Productivity Add-on + Security Add-on
  • Maximum Quota Per Email Account [MB] - set the maximum quota for single email account [MB]
  • Maximum Quota Per Context [MB] - a context can be described as a container for users usually getting operated by a single end-user company having its users and their mail accounts located under this specific context.
    The maximum quota value cannot be lower than 10 000 MB (10 GB)
  • Use Only WHMCS Own Domain - only users with with an active domain on WHMCS will be able to manage this product
  • Allow To Change Password - when executing the "Create" and "Change Package" functions, the user will be allowed to change the password in the created context.
    This action is performed on the 'context/user' level.
OX 15.png
17. Additionally, you can replace the module static limits with the dynamic ones in the form of configurable options.

Press 'Create Configurable Options' to generate default set of configurable options, these can be:

  • acc_limit|Email Accounts Limit (allows user to increase Email Account Limit without product upgrade)
  • alias_limit|Email Aliases Limit (allows user to increase Limit of Aliases without product upgrade)
  • forwarding_alias_limit|Forwarding Aliases Limit (allows user to increase Limit of Forwarding Aliases with product upgrade)
  • allow_to_change_password|Allow To Change Password (allows user to change password)

More about management of configurable options can be found here.

OX 15 1.png
OX 16.png
18. After saving the product configuration, please make sure if the module generated custom fields have been successfully created.

Do this by clicking the "Custom Fields" tab and check for:

  • context_id|Context ID as your first Field Name
  • context_name|Context Name as your second Field Name
OX 16 0.png
19. That's all, you have just successfully created and customized a new product, now you can check the results.
Do this by visiting the client area and looking into 'My Products and Services' and then clicking on one of your users to observe his/her product/service information.

This is what your customers should see in your client area.

OX 16 1.png
Here is the view of a properly created and configured product from the administrator site.
OX 17.png

OX WHMCS Module Configuration

Before you start your actual work with OX WHMCS Module, move again to 'Addons' → 'OX WHMCS Module'.
The addon allows an easy and comfortable access to the Contexts list and the OX panel cloud settings.

The first section is dedicated to created contexts. There you will find a list of all provisioned contexts and verified domains, status, context ID and name.
This information may be required if you connect to the OX Support Team:

  • Client Fullname
  • Domain
  • Context ID
  • Context Name
  • Current Status
OX 18.png
The next section, which is 'Cloud Settings', is dedicated to the configuration and branding of your clients UI.

Take a look at the available settings.

OX 19.png
You may provide a link to a logo image, specify its width and height to adjust its perfect display in the OX panel.
OX 20.png
Under 'Theme' you will find 8 options related to the main, topbar, link and list items coloring.
Choose the colors of your preference from the palette and enable the theme items customization.
OX 21.png
When you have a ready configuration, make sure to save the changes. Now, you can create a new context and check in the OX panel if your design has been applied accurately.

Important: The changes made in the addon are not constant!
Once you set the configuration here, the logo and new theme settings will be applied to the newly created contexts, they will not be visible for the already existing accounts.

OX 21 1.png

Management

OX WHMCS Module allows your customers to manage their Open-Xchange contexts directly in your WHMCS client area.

Read through the next chapters which illustrate all the possibilities of our addon module.

Admin Area

From now on, all your clients who ordered a previously created product will be able to manage their OX accounts via your WHMCS system.

After running the 'Create ' action on the product, the context and context admin are automatically created, you can check the context details in the 'Service Information' table.
The username and password of the service are the context admin credentials, you can log into the panel with these credentials.

The screen below presents a summary view of the ordered product in admin area. Among the available actions you will find:

  • Module Commands: 'Create', 'Suspend'/'Unsuspend', 'Terminate' the product and 'Change Package' action
  • Change configurable options values - available options depend on configuration in 'Module Settings'
  • Service Information
  • Context ID
  • Context Name
OX 22.png

Client Area

In the section below, you will find descriptions about the basic tools used to manage your OX account.

Analyze them carefully to enjoy extensive and straightforward management capabilities.

Ordering Process

The order page view of a product with the configurable options generated:
OX 23.png
The order page view of a product with static limits setup:
OX 24.png

Mailbox Management

OX WHMCS Module allows your customers to manage their OX email accounts from your WHMCS client area.

This is what its management page looks like in the client area. Move to the below sections to learn more details.

OX 25.png

Email Accounts

The 'Email Accounts' section enables full management of accounts associated with your domain.

You may edit the existing accounts with a wide range of options and create new ones within defined limits.

OX 26.png
Press 'Create Account' to create a new one.
Fill out the fields to provide any details on the account owner.

Note: The provided 'Quota' field must be lower that the set up limit. If the limit has been reached, the client will not be able to create an account.

OX 27.png
As you can see, the just created account is now visible on the list of all email accounts.
Use marked buttons to either delete a single account or change its settings.
OX 28.png
Apart changing all the basic data of the selected account, including the password, you may change its status here.
Just toggle the adequate switcher to enable or disable the email account.
OX 29.png

Email Aliases

'Email Aliases' enable you to create and use additional addresses for the same e-mail account.

Note: Email aliases are created within the same email domain.

OX 30.png
OX 31.png
Any alias can be quickly removed by pressing the trashcan icon next to the address of the Email Alias
OX 32.png

Email Forwarders

In this section you can set up email forwarders and choose from several destination options to adjust mail forwarding perfectly to your needs.

Press the 'Create Forwarder' button, specify the forwarded email and define the destination emails.

OX 33.png
OX 33 1.png
A full list of existing email forwarders is now available to preview.
You may add more forwarders, yet, once the limit is reached, you will have to delete some to be allowed to add new ones.
OX 34.png

Email Catch-All

Email Catch-All is a feature that allows you to forward emails that are sent to the non-existent email address of your domain name.

Once you add an email catch-all, you may delete it using the action buttons.

OX 35.png
OX 35 1.png

MX Records

The below MX records can be used for mail domains which are accessed under the appsuite.cloud domain either in EU or in US.

Important: In the case custom endpoints are used with your own domain, you will get a different set of MX records during onboarding.

OX 36.png

Tips

1. The module supports the multilanguage functionality, which means that you can change the language of the addon at:

'yourWHMCS/modules/addons/OXWHMCSModule/lang/english.php'

and in the module provisioning part:

'yourWHMCS/modules/servers/OXWHMCSModule/lang/english.php'

If you want to add a new language translation, please add, for example: "deutsch.php" files in the above language directories.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
Navigation
WHMCS Modules
WHMCS Widgets
WHMCS Translations
cPanel Modules
General
FAQ
Community