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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The Report Generator For WHMCS Module."></meta>
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<meta name="description" content="ModulesGarden Wiki Contains All The Information You Need About The InterWorx Extended For WHMCS Module."></meta>
 
+
=About [http://www.modulesgarden.com/products/whmcs/interworx_extended/features InterWorx Extended For WHMCS] =
 
+
=About [http://www.modulesgarden.com/products/whmcs/report-generator Report Generator For WHMCS]=
+
 
{|
 
{|
|style="padding: 10px 0px 5px 0px;"|'''Report Generator For WHMCS''' allows you to generate and manage any kind of reports using inbuilt creators.<br />  
+
|style="padding: 10px 0px 10px 0px;"|'''InterWorx Extended For WHMCS''' will allow you to automate the process of web hosting accounts provisioning and management in your WHMCS.<br />
The module lets you adjust reports to your needs through using various filters and even your own PHP code.<br/> It also permits to display prepared reports in tables, graphs or charts.<br />
+
All relevant hosting features will be gathered in your client area: FTP accounts, emails, domains and more. Your clients will be also able to choose from numerous applications.<br/ >
You can also schedule the reports creation and send them over an email to specified staff members.
+
The module will allow you to configure each product handily and define which features should be available for your clients' use.
 
|}
 
|}
<!-- fixed -->
+
<!--a comment maybe? -->
 
*'''Admin Area Features:'''
 
*'''Admin Area Features:'''
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ Generate Your Own Report Using One Of 3 Creators
+
|style="padding: 10px 0px 0px 30px;"|✔ Create/Suspend/Unsuspend/Terminate Account
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ View 30 Predefined Reports
+
|style="padding: 0px 0px 0px 30px;"|✔ Change Package And Password Of Account
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Modify Report Results With Dynamic Filters
+
|style="padding: 0px 0px 0px 30px;"|✔ Automatically Unban Client IP Address Upon Logging In
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Generate PDF And CSV Files From Reports
+
|style="padding: 0px 0px 0px 30px;"|✔ Configure Client Area Features And Template Per Product
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Print Reports With A Print Preview
+
|style="padding: 0px 0px 0px 30px;"|✔ Choose And Configure Application Auto Installer To Use Per Product - Softaculous
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Schedule Automatic Reports With Specified Options Being Sent:
+
|style="padding: 0px 0px 10px 30px;"|✔ View All InterWorx And InterWorx Extended Products And Servers In One Place
 
|}
 
|}
 +
*'''Client Area Features:'''
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ To Chosen Staff Members
+
|style="padding: 10px 0px 0px 30px;"|✔ Remote Access And Management Of:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ To SFTP Server
+
|style="padding: 0px 0px 0px 45px;"|✔ Applications And Their Backups
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Export & Import Reports Structure To File
+
|style="padding: 0px 0px 0px 45px;"|✔ FTP Accounts
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 30px;"|✔ Export Reports To XML File Format (Coming Soon)
+
|style="padding: 0px 0px 0px 45px;"|✔ Email Accounts
 
|}
 
|}
 
*'''Report Creation Features:'''
 
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ Choose One Of 3 Creators:
+
|style="padding: 0px 0px 0px 45px;"|✔ Email Forwarders
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Beginner:
+
|style="padding: 0px 0px 0px 45px;"|✔ MySQL Databases
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Drag & Drop Editor
+
|style="padding: 0px 0px 0px 45px;"|✔ Cron Jobs
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ WHMCS Tables Only
+
|style="padding: 0px 0px 0px 45px;"|✔ Subdomains
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Join Tables With Known Relations Only
+
|style="padding: 0px 0px 0px 45px;"|✔ Domain Redirects
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Intermediate:
+
|style="padding: 0px 0px 0px 45px;"|✔ Domain Aliases
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Drag & Drop Editor
+
|style="padding: 0px 0px 0px 45px;"|✔ Backups - Manual And Automatic
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ All Tables Available
+
|style="padding: 0px 0px 0px 45px;"|✔ Unban IP Addresses
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Modify Output With PHP
+
|style="padding: 0px 0px 0px 30px;"|✔ One Click Login To InterWorx
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Advanced:
+
|style="padding: 0px 0px 10px 30px;"|✔ Change Account Password
 
|}
 
|}
 +
*'''Application Auto Installer Features:'''
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Write SQL Query
+
|style="padding: 10px 0px 0px 30px;"|✔ Ordering Process:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ All Tables Available
+
|style="padding: 0px 0px 0px 45px;"|✔ Auto Install Chosen Application After Account Creation
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Modify Output With PHP
+
|style="padding: 0px 0px 0px 45px;"|✔ Auto Install Application Chosen By Client During Order - Owing To Configurable Options
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Choose Section Display Type:
+
|style="padding: 0px 0px 0px 45px;"|✔ Allow Custom Settings Of Auto Installed Application - Owing To Custom Fields
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Data Table
+
|style="padding: 0px 0px 0px 30px;"|✔ Client Area:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Pie Chart
+
|style="padding: 0px 0px 0px 45px;"|✔ Install New Applications With Softaculous
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Area Chart
+
|style="padding: 0px 0px 0px 45px;"|✔ View And Manage Installed Applications
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Column Chart
+
|style="padding: 0px 0px 0px 45px;"|✔ Backup Installed Applications
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Create Multi-Section Reports
+
|style="padding: 0px 0px 0px 45px;"|✔ View And Manage Created Backups
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Clone Sections (Coming Soon)
+
|style="padding: 0px 0px 0px 45px;"|✔ Restore Applications From Backups
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Create Section Using Multiple Tables
+
|style="padding: 0px 0px 10px 45px;"|✔ Delete Applications Along With Their Backups
 
|}
 
|}
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Dynamic Filter Types:
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Data Range Filter - Available On Report View
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Dropdown Filter - Specify Available Options During Report Creation
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Number Range Filter
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Text Filter
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Cron Date Filter - Define Date Range For Scheduled Reports
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Live Preview Of Data Returned By Report Creator
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Live Preview Of SQL Query Built By Report Creator
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Live Preview Of Section Generated By Report Creator
 
|}
 
{|
 
|style="padding: 0px 0px 10px 30px;"|✔ Toggle Between Automatic & Manual Refreshing Of Generated Section
 
|}
 
*'''Additional Basic & Intermediate Creators Features:'''
 
{|
 
|style="padding: 10px 0px 0px 30px;"|✔ Mark Tables With Known Relations And Automatically Configure Join In Table
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Advanced Conditioning:
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Define Static Condition
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Define Requested Relation Between Two Fields
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Add Dynamic Filter As Condition
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Output Field:
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Field - Display Field As Is
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Concat - Join Multiple Fields Into One
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Substr - Display Only Part Of Chosen Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Sum - Summarize All Values With The Same Value Of Group By Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Count - Count All Values With The Same Value Of Group By Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Max - Display Maximal Value Found Within Fields With The Same Value Of Group By Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Min - Display Minimal Value Found Within Fields With The Same Value Of Group By Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 45px;"|✔ Avg - Display Average Of Fields With The Same Value Of Group By Field
 
|}
 
{|
 
|style="padding: 0px 0px 0px 30px;"|✔ Limit Amount Of Data Displayed On Report
 
|}
 
{|
 
|style="padding: 0px 0px 10px 30px;"|✔ Skip Chosen Amount Of First Records Displayed On Report
 
|}
 
 
 
*'''General Info:'''
 
*'''General Info:'''
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ Report Migration Tool
+
|style="padding: 10px 0px 0px 30px;"|✔ Utilizes Ajax Loaded Pages
 
|}
 
|}
 
{|
 
{|
Line 194: Line 112:
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS V6 And V7
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports PHP 5.3 Up To PHP 7
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 10px 30px;"|✔ Supports PHP7
+
|style="padding: 0px 0px 0px 30px;"|✔ Supports WHMCS Templates Five and Six
 
|}
 
|}
*'''Predefined Reports:'''
 
 
{|
 
{|
|style="padding: 10px 0px 0px 30px;"|✔ 'Clients Information' Section:
+
|style="padding: 0px 0px 30px 30px;"|✔ Supports WHMCS V6 and V7
 
|}
 
|}
 +
 +
=Installation and Configuration=
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Customers Per Country
+
|style="padding: 10px 0px 30px 15px;"|'''Read the below instructions to learn how to install and then configure InterWorx Extended For WHMCS properly.'''<br />
 +
We will guide you step by step through the installation procedures.
 
|}
 
|}
 +
==Installation==
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Most Valuable Clients
+
|style="padding: 10px 0px 20px 15px;"|'''1. Log in to your client area and download InterWorx Extended For WHMCS.'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Paid Orders Report
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Orders Report
+
|style="padding: 0px 0px 15px 15px;"|'''2. Upload and extract the module into the main WHMCS directory.'''<br />
 +
Files in your WHMCS directory should look like these.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Created Panels Report
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_2.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ User Accounts Created:
+
|style="padding: 0px 0px 15px 15px;"|'''3. When you install InterWorx Extended for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
 +
File is located in '' 'modules/servers/interworxExtended/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Number Of Created User Accounts By Date
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_3.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ List Of User Accounts Created
+
|style="padding: 0px 0px 15px 15px;"|'''4. In order to configure your license key you have to edit a previously renamed '' 'license.php' '' file.'''<br />
 +
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → '' 'My Products'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Business Health Status:
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_4.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Domain Renewals For The Time Period
+
|style="padding: 0px 0px 30px 15px;"|'''5. Set file ''softaculous_scripts.txt'' located in '' 'whmcs_root/modules/addons/interworx_extended_center' '' as writable.
 
|}
 
|}
 +
 +
==Activation of Addon==
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Open Tickets For The Period
+
|style="padding: 10px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br />
 +
Log in to your WHMCS admin area. Click '' 'Setup' '' and find '' 'Addon Modules'. ''<br />
 +
Afterwards, find '' 'InterWorx Extended Center' '' and press '' 'Activate' '' button.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ New Invoices For The Time Period
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_5.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Invoice Reminders For The Time Period
+
|style="padding: 0px 0px 15px 15px;"|'''7. In the next step, you need to permit access to this module.'''<br />
 +
To do so, click on '' 'Configure' '' button, tick desired admin roles and press '' 'Save Changes'. ''<br />
 +
''Note: Here you can also define which client area template are you using, based on '''Six''' or '''Five'''.''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Hosting Renewals
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_6.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Suspended Services For The Time Period
+
|style="padding: 0px 0px 30px 15px;"|'''8. InterWorx Extended For WHMCS is now successfully installed!'''<br />
 +
Access the addon under '' 'Addons' '' → '' 'InterWorx Extended Center'. ''
 
|}
 
|}
 +
 +
==Configuration of Server==
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Complete Cases:
+
|style="padding: 10px 0px 15px 15px;"|'''9. First of all, you must configure a new product.'''<br />
 +
Go to '' 'Setup' '' → '' 'Products/Services' '' → '' 'Servers' '' and press '' 'Add New Server'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Closed & Answered Status Tickets By The Staff Member
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_8.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Tickets Stats In Time By The Staff Member
+
|style="padding: 0px 0px 15px 15px;"|'''10. Enter your server name, IP address, username and a password. Choose '' 'interworxExtended' '' from a dropdown menu and press '' 'Save Changes'. '''''<br />
 +
If you connect with your InterWorx server via SSL, then make sure that you checked '' 'Secure' '' located at the bottom of the page.<br />
 +
''Note: Keep in mind that 'Login to InterWorx' button URL, located in the client area, derive from 'Hostname' or 'IP Address' fields input.''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Completed To-Do List Tasks By The Staff Member
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_9.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ To-Do Tasks Stats Per Status By The Staff Member
+
|style="padding: 0px 0px 15px 15px;"|'''11. Once your server has been configured correctly, you will see a following screen.'''<br />
 +
Create a new group for your server.  Press '' 'Create New Group' '' to follow.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ Orders Summary
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_10.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Tasks And Tickets In Progress:
+
|style="padding: 0px 0px 20px 15px;"|'''12. Enter name, click on your previously created server, press '' 'Add' '' then '' 'Save Changes'. '''''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ General Tickets Statistics - For Selected Staff Member Or Team In Time
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_11.png]]
 
|}
 
|}
 +
 +
==Configuration of Product==
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ To-Do List - Tasks Per Status For Selected Staff Member Or Team In Time
+
|style="padding: 10px 0px 15px 15px;"|'''13. In order to create a product, go to '' 'Setup' '' → '' 'Products/Services' '' → '' 'Products/Services' ''.'''<br />
 +
If you do not have a product group, click on '' 'Create a New Group' ''. If you do, simply skip step 13.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 60px;"|✔ To-Do List - Tasks In Progress For Selected Staff Member Or Team In Time
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_12.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Unpaid Invoices
+
|style="padding: 0px 0px 20px 15px;"|'''14. Fill in a product group name and press '' 'Create Group'. '' '''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Client Payment History
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_13.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 30px;"|'Services' Section:
+
|style="padding: 0px 0px 20px 15px;"|'''15. When you have a product group added, you can create your product and assign it to InterWorx Extended module.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Product Income In Location
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_14.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Income Per Country
+
|style="padding: 0px 0px 20px 15px;"|'''16. Afterwards, choose your product type and product group from dropdown menus, enter your product name and press '' 'Continue'. '''''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ MRR & Churn Metrics
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_15.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ MRR & Churn Per Product
+
|style="padding: 0px 0px 15px 15px;"|'''17. Now, go to '' 'Module Settings' '' section, choose both '' 'InterWorxExtended' '' and a previously created server group from dropdown menus and press'' 'Save Changes'. '''''<br />
 +
Additionally, choose InterWorx package and theme.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 0px 45px;"|✔ Orders Number
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_16.png]]
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Orders Over The Weekdays
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Registered Services
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Renewals Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Tasks And Tickets In Progress:
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Transferred Domains Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 30px;"|✔ 'CRM Related' Section:
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ WWW Created Panels Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Traders Renewals Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ WWW Renewals Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Leads Report
+
|}
+
{|
+
|style="padding: 0px 0px 0px 30px;"|✔ 'Staff Members' Section:
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Tickets In Hours
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Ticket Replies By Admin
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Comments On Course Of Ticket Solving
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Ratings Of Ticket Solving Course
+
|}
+
{|
+
|style="padding: 0px 0px 0px 45px;"|✔ Ticket Response Rating
+
|}
+
{|
+
|style="padding: 0px 0px 30px 45px;"|✔ Flexible Transactions Report
+
 
|}
 
|}
  
=Installation=
+
==Configuration of Addon==
 
{|
 
{|
|style="padding: 10px 0px 0px 0px;"|'''This tutorial will show you how to successfully install and configure Report Generator For WHMCS.''' <br />
+
|style="padding: 10px 0px 15px 15px;"|'''18. You have just correctly created and customized a new product.'''<br /> <br />
We will guide you step by step through the whole installation and configuration process. <br />
+
Go to '' 'Addons' '' → '' 'InterWorx Extended Center' '' in your WHMCS.<br />
 +
You will find there InterWorx Extended dashboard with precise data on products and servers:
 +
*see the number of ''active/suspended/terminated'' products
 +
*check the number of active accounts
 +
*connect with WHM here ''(if configured in 'Module Settings')''
 +
*press '' 'Documentation' '' tab to be moved to this very site!
 
|}
 
|}
 
{|
 
{|
|style="padding: 20px 0px 20px 15px;"|'''1. Log in to your client area and download the module.'''
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_17.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_1.png]]
+
|style="padding: 0px 0px 20px 15px;"|'''19. Proceed to '' 'Features' '' section and find the product you are interested in and press '' 'Configuration' '' button next to it.'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''2. In the downloaded file you will find two packages that support different PHP versions.'''<br/>As presented on the screen below, the first one is dedicated to PHP 7, while the second one is aimed at PHP 5.4 up to PHP 5.6.<br/>It does not apply to open source versions.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_17_1.png]]
'' '''Note''': You can check current PHP version in your WHMCS. To do so proceed to ''' 'Utilities' → 'System' → 'PHP Info'.'''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_2.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''20. You should find there boxes dedicated to '' 'Features', 'Applications', 'Client Area Template'. ''<br />
 +
If you have already another product configured, you may copy its configuration now. Find one more box '' 'Copy Configuration' '' and choose product from dropdown menu. <br/>  To show you an example, we will set the configuration from the beginning, we will not use other product's configuration.<br/> <br />
 +
Select the features you would like to activate for your customers.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''3. Extract the downloaded file and choose the one with the right PHP version. Upload and extract the PHP file into the main WHMCS directory.'''<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_18.png]]
The content of PHP version files should look like this.  
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_2_1.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''21.  Choose whether to activate '' 'Install Applications' '' option.'''<br />
 +
In case you wish to activate this option, you will have to select '' 'Auto Installer' '' from a dropdown menu. Afterwards activate '' 'Install Button' '' and '' 'Backup Button'. ''<br />
 +
You can also choose desired language of the applications by typing in its two letter code into the '' 'Language' '' field. A complete list of language codes can be found [http://softaculous.com/docs/Scripts_Language_Codes  here].<br />
 +
If the field is left blank, a default value, which is '' 'en' '' (english) will be used.<br />
 +
''Note: You can also create a configurable option with app to be installed, you can find the instruction to do that [http://www.docs.modulesgarden.com/InterWorx_Extended_For_WHMCS#Assignment_of_Custom_Fields_To_Application_Auto_Install here].''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''4. When you install Report Generator For WHMCS for the first time you have to rename '' 'license_RENAME.php' '' file.'''<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_20.png]]
File is located in '' 'modules/addons/reportgenerator/license_RENAME.php'. '' Rename it from '' 'license_RENAME.php' '' to '' 'license.php'. ''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_3.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''22. Finally, select from the available which client area template shall be used for this product.''' <br />
 +
''Note that by default only one template is available. If you have more templates prepared, they will also appear here to choose from.''<br />
 +
'''Do not forget to '' 'Save' '' changes once product configuration is ready!'''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''5. In order to configure your license key, you have to edit a previously renamed '' 'license.php' file.' '' '''<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_19.png]]
Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area'' → 'My Products'. ''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_4.png]]
+
|style="padding: 0px 0px 15px 15px;"|'''23. From now on, all your clients who ordered a previously created product will be able to manage their InterWorx accounts via your WHMCS system.'''<br />
 +
Here a view of the ordered product summary in admin area. Available actions:
 +
*Log In To SiteWorx
 +
*Use Module Commands: '' 'Create', 'Suspend', 'Unsuspend', 'Terminate' '' the product; '' 'Change Package' and 'Change Password' ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''6. Now you have to activate the module in your WHMCS system.'''<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_00.png]]
Log in to your WHMCS admin area. Go to '' 'Setup' '' → '' 'Addon Modules'. '' Afterwards, find '' 'Report Generator' '' and press '' 'Activate' '' button.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_6.png]]
+
|style="padding: 0px 0px 15px 15px;"|This is what your customers should see in their client area.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|'''7. In the next step you need to permit access to this module.'''<br />
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_21.png]]
To do so, click on '' 'Configure' '' button, tick '' 'Full Administrator' '' and press '' 'Save Changes'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_7.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|'''8. You have just successfully installed Report Generator!'''<br />
+
You can access the module at '' 'Addons' '' → '' 'Report Generator'. ''
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_8.png]]
+
 
|}
 
|}
  
=Configuration and Management=
+
=Management=
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|'''Report Generator For WHMCS allows you to create custom reports using drag & drop WYSIWYG builder.<br/>
+
|style="padding: 10px 0px 30px 15px;"|'''InterWorx Extended allows your customers to manage their InterWorx accounts without being logged into the server.'''<br />
Module also offers additional useful features like predefined reports, import/export of reports, generating reports in PDF and CSV, ability to send them to admins and much more.
+
Read the below descriptions to become familiarized with all of the InterWorx Extended functionalities.  
 
|}
 
|}
 
+
==Client Area==
==Predefined Reports==
+
 
{|
 
{|
|style="padding: 10px 0px 5px 15px;"|'' 'Reports' '' the main section of the module, gives a preview of all available reports, those predefined as well as those you create by yourself.<br/>
+
|style="padding: 10px 0px 30px 15px;"|In the following section, features available in the client area will be thoroughly discussed.
Predefined reports are divided into five categories plus custom reports if you have some.
+
 
|}
 
|}
 +
===Applications===
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|'''Clients Information''' - eleven predefined reports that will show statistics on data related to your clients, for example statistics on placed orders, tasks, etc.
+
|style="padding: 10px 0px 15px 15px;"|Install your favorite applications in a few seconds without even accessing InterWorx!<br />
 +
Use InterWorx Extended Fro WHMCS to:
 +
*Install applications
 +
*Edit/delete applications
 +
*Create and restore Backups<br/>
 +
To start, simply proceed to '' 'Applications' '' then find '' 'Install New' '' section.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_10.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_41.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|'''Services''' - nine different reports ready to analyze any services related data like income, renewals or transfers in your system.
+
|style="padding: 0px 0px 20px 15px;"|Afterwards, you will see an extensive menu of application categories. For presentation purposes we will install '' 'Piwigo' '' located in '' 'Galleries'. ''<br />Find '' 'Piwigo' '' and press it.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_10_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_42.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|'''CRM Related''' - four ground reports based on your CRM data. Please note that you can see them only if you are using our CRM For WHMCS module.<br/> More about CRM For WHMCS can be found [http://www.modulesgarden.com/products/whmcs/crm/features here], instructions how to [http://www.docs.modulesgarden.com/CRM_For_WHMCS configure] your CRM.
+
|style="padding: 0px 0px 20px 15px;"|Now, you have to enter necessary installation details and then press '' 'Install Application' '' to follow. Wait for '' 'Success' '' message.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_10_2.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_44.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"| '''Staff Members''' - three predefined reports related to staff members and tickets department.
+
|style="padding: 0px 0px 20px 15px;"|View the list of your installed applications by clicking '' 'Installed Applications' '' tab and manage the application.<br/>
 +
You will find there the name of the application, its path, size and available actions:
 +
*create backup
 +
*delete application
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_10_3.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_46.png]]
 
|}
 
|}
 +
====Backups====
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|'''Custom reports''' - all reports that you have personally created using our inbuilt creators.
+
|style="padding: 10px 0px 20px 15px;"|You can also create a backup of your installation. It's very easy! To do so, press '' 'Create Backup' '' button next to an installed application.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_10_4.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_47.png]]
 
|}
 
|}
===Report View===
 
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|Press '' 'Show' '' button next to a report you are interested in.
+
|style="padding: 0px 0px 20px 15px;"|Confirm the action and backup creation will start immediately.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_13.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_48.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Depending on the type of report you choose, you can set the time frames within which you want to see the statistics.<br/>
+
|style="padding: 0px 0px 20px 15px;"|After a moment you should see '' 'Backup created successfully' '' message as a confirmation of the operation performed.
Provide the beginning and ending dates, then press '' 'Filter' '' button. Fresh report will be generated on the run.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_13_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_49.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|In case of some reports, filtering is impossible due to the stable content of the report.
+
|style="padding: 0px 0px 20px 15px;"|When you have created a backup of your application, proceed to '' 'Backups' '' tab.<br/>There is a lit of created application backups along with the date when they were created.<br/> Use action buttons marked on the screen to restore and delete a chosen backup.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG213_2.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_49_1.png]]
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|You can always view a printable version of the report or generate a PDF or CSV which can be saved on your disk.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_14.png]]
+
 
|}
 
|}
  
==Creating Report==
+
===FTP Accounts===
 
{|
 
{|
|style="padding: 10px 0px 5px 15px;"|In this section we will show you how to prepare a few exemplary reports.<br/>
+
|style="padding: 10px 0px 20px 15px;"|Add and configure FTP Accounts in the easiest way possible. Just type in login, generate a totally secure password, provide directory and declare Quota.<br/> Manage the accounts to be able to access your website files through an FTP protocol.
We will now show you how to develop three different reports, each one will slightly more complicated than the previous one.<br/>
+
The first steps are the same for each advancement level.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Press '' 'Create Report'. ''
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_22.png]]
 
|}
 
|}
 +
===Email Accounts===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_15_1.png]]
+
|style="padding: 10px 0px 20px 15px;"|Create and edit email accounts that are associated with your domains. Use filter to find required email address, preview its selected quota and manage the account.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Now select the type of chart that you wish to achieve in the final result.<br/>
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_23.png]]
You may generate a '' 'Colum', 'Pie', 'Table' '' or '' 'Area' '' chart. For presentation purposes we will start with a Table chart.<br/>
+
Press it to select.
+
 
|}
 
|}
 +
===Email Forwarders===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_15.png]]
+
|style="padding: 10px 0px 20px 15px;"|Set up email forwarders, choose from several destination options to adjust mail forwarding perfectly to your needs.<br/>Add email domain forwarders to forward email form one domain to another.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|It is time to select the creator type. You can generate your report with:
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_24.png]]
*creator for beginners
+
*creator for admins on an intermediate level
+
*creator for professionals - expert<br/>
+
Let's begin with the easiest one - '' 'Beginner'. ''
+
 
|}
 
|}
 +
===MySQL Databases===
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_16.png]]
+
|style="padding: 10px 0px 20px 15px;"|MySQL Databases and Users allow easy and fast management of online applications, systems, shopping carts etc.<br/> Create database, add new users and then combine the users with particular databases.
 
|}
 
|}
===Beginner - Unpaid Invoices Per Clients===
 
 
{|
 
{|
|style="padding: 10px 0px 5px 15px;"|When you enter the creator, the first things you can see is a wide description table with example.<br/>When you are familiar with it, press and it will be automatically hidden.
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_25.png]]
 
|}
 
|}
 +
===Cron Jobs===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|The very first steps of creating a report is defining base table, only when it is selected, you may move to the next steps.br/>
+
|style="padding: 10px 0px 20px 15px;"|Select cron jobs settings to fully automate commands and scripts on your site.<br/> Choose its specific timing and type in the command to be executed.  
Depending on what your report is going to analyze, you must now find appropriate table.<br/> For example if you want to create a report that will base on clients, then find such WHMCS table.<br/>
+
If you want to join it with another table, then drag it and drop into '' 'Join Additional Information','' note that you may join only tables highlighted in blue.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_17.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_26.png]]
 
|}
 
|}
 +
===Subdomains===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Now, let's move to '' 'Display If' '' section. From available '' 'Fields' '' drag option that you want to select.
+
|style="padding: 10px 0px 20px 15px;"|Create subdomains for different parts of your website. Choose domain from your list of available, provide document root.<br/>
 +
Once created, redirect or delete the subdomain if needed.  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_17_1.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_27.png]]
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|We have decided to drag '' 'Status' '' and provide its value: '' 'Unpaid'.'' Then only unpaid invoices will be taken into consideration in the final report.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_18.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|Let's move to '' 'Select Fields To Display On Final Report' '' section. Drag from ' ''Fields' ' section any ones that you wish to see on your report.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_20.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|You can also decide the way the entries will be sorted.<br/>
+
On the screen below you can see sorting by invoice due date in descending order.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_21.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|Let's check how our report will look like.<br/>
+
You can see there a list of clients, due date of their unpaid invoices together with the amount to pay and a selected payment method.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_22.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|Take a look at the full creator view.<br/>Save the changes when your report is ready.<br/>
+
Apart form the options used to generate this report, there are also '' 'Group By' '' and ' ''Limit'. ''<br/>We will show how to use them in other examples.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_23.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|Finally, name your report and describe it shortly.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_24.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|When everything is ready, you can see your report. You can always:<br/>
+
1. Edit your report section<br/>
+
2. Delete report section<br/>
+
3. Print the report<br/>
+
4. Generate PDF version<br/>
+
5. Generate CSV version<br/>
+
6. Add new section to the report<br/>
+
7. Delete the whole report
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_25.png]]
+
 
|}
 
|}
  
===Intermediate Creator===
+
===Domain Redirects===
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|When you open the creator, the overall view is very similar to the '' 'Beginner' '' creator type.<br/>Here you also select items depending on your needs and drag them into proper fields.
+
|style="padding: 10px 0px 15px 15px;"|Easy access to domain redirection options is very useful.<br />
 +
This option allows you to redirect a specific web page to another one and display the contents of that page.<br />
 +
For example, if your main domain is '''mytestingdomain.com''', you can make such forward:<br />
 +
'''mytestingdomain.com/redirect''' → '''adomainwithlongname-averylongname.com'''<br />
 +
Choose type: permanent or temporary; decide whether to use '' 'www' '' redirection or not; select '' 'Wild Card Redirect' '' if you need.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG3_26.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_30.png]]
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|The difference here is the possibility to make adjustments to your report with the use of PHP language.<br/>Whenever you commit any changes remember to save the section.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG3_27.png]]
+
 
|}
 
|}
  
===Advanced Creator===
+
===Domain Aliases===
{|
+
|style="padding: 10px 0px 20px 15px;"|This creator allows to use advanced option, such as writing an SQL query. Just provide correct variables in the box on the left.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG3_28.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|You can also add a filter that will be used while searching through the report. Give the details corresponding to your needs the most and save changes.
+
|}
+
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG3_29.png]]
+
|style="padding: 10px 0px 15px 15px;"|You can add and manage your domains' aliases.<br />
 +
This option allows you to read content of one domain from another domain name.<br />
 +
''Note: domains must be registered with a valid registrar and point to your DNS server.''
 
|}
 
|}
<!--
 
===Advanced Creator===
 
 
{|
 
{|
|style="padding: 10px 0px 30px 15px;"|An update of this section will be at your disposal soon. We are sorry for the inconvenience.
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_29.png]]
 
|}
 
|}
  
 +
===Backups===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Join orders table to clients table. We will need it to display columns from both tables here.<br/>
+
|style="padding: 10px 0px 15px 15px;"|All backups made are displayed on this page under '' 'Available Restore Points' '' section.<br />
Press '' 'Join Another Table' '' to proceed.
+
All backup jobs are displayed under '' 'Scheduled Backups' ''.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_24.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_31_1.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|It is time to think about how we want to connect these two tables.<br/>
+
|style="padding: 0px 0px 15px 15px;"|You can make backups of your whole InterWorx settings or only a part of them.<br />
We want to display a client even if he/she has no orders, therefore from '' 'Please Specify A Join Type' '' we will choose:<br/>
+
To generate a full backup, choose '' 'Full' '' backup, specify e-mail for notification and press '' 'Create' ''.
'' 'Return all rows from the left table, even if there are no matches at the right table'.''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_25.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_32.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Now select two tables to join. For purposes of this report, these will be tables '' 'Clients' '' and '' 'Orders'. ''<br/>
+
|style="padding: 0px 0px 15px 15px;"|You can also define recurring backups. Simply choose when to run backup.<br />
It is time to decide which columns will be used to join chosen columns.<br />
+
Additionally, define backup type and email for notifications.<br />
In the table '' 'Orders' '' we can find column '' 'userid' '' in which there is stored ID of client who made an order.<br/>
+
Confirm by pressing '' 'Create' ''.
Therefore we will join them using '' 'Clients Table : ID' '' and '' 'Orders Table : userid'. ''<br/>
+
In the end press '' 'Confirm!' ''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_26.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_33.png]]
 
|}
 
|}
 +
 +
===Unban IP Address===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|We want to display clients details in one column and quantity of orders in another one.<br/>
+
|style="padding: 10px 0px 15px 15px;"|Unban IP addresses banned by the system.<br />
The first column will be displayed by:
+
Your IP is automatically filled in in the field to unban.  
concat(tblclients.id, '# ', tblclients.firstname, ' ', tblclients.lastname) as Client
+
Concat will join provided columns while '' 'Client' '' is alias for this column. Alias will be used for generated report.
+
COUNT(*) as Orders
+
Count along with grouping by allow us to count records for each client.
+
Orders Table : ID as Any_Order_Exist
+
This column was added to handle clients who do not have any orders.<br/>
+
Due to join type, '' 'COUNT(*) as Orders' '' will be filled with 1 for them.<br/>
+
Proceed to '' 'Groups & Limits' '' tab to set up grouping by (currently our generator does not recognize what should be counted).
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_27.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_36.png]]
 
|}
 
|}
 +
===Log In To InterWorx===
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|We want to group records by clients, therefore fill '' 'Group This Section By' '' with '' 'Clients Table : ID' '' which is a unique key at the client table.<br/>
+
|style="padding: 10px 0px 15px 15px;"|You can easily log in to your InterWorx by clicking '' 'Log In To InterWorx'. ''<br />
Additionally, let's set up sorting clients by quantity of orders, we can use column alias for this.<br/>
+
You don't need to enter your access details!
As we predicted, clients with 0 orders have assigned 1 order. Proceed to '' 'Your Own Code' '' to fix that.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_28.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_38.png]]
 
|}
 
|}
{|
 
|style="padding: 0px 0px 15px 15px;"|At '' 'Your Own Code' '' tab you can modify received output.<br/>
 
Code has to be placed in delimiters as shown below.
 
<?php
 
// your custom code here
 
?>
 
The '' '$result' '' variable is passed by reference and contains just iterated element of the result array.<br/>
 
In this way you can create new columns in your table or modify existing ones through modifying this variable.<br/>
 
You can access it as typical array where the key is a column name and value is a current row value.<br/>
 
'''Important 1: <span style="color:#FF0000">Use this field with caution</span>, because every mistake made here can result with <span style="color:#FF0000">error in your production environment</span>.'''<br/>
 
''Note: While working on $result you can use aliases!''<br/>
 
What we need to do is assign 0 to '' 'Orders' '' column if '' 'Any_Order_Exist' '' column is empty.<br/>
 
Additionally, we are unable to remove previously added column, therefore we will display '' 'Yes/No' '' in '' 'Any_Order_Exist' '' depending on existence of any order assigned to client.<br/>
 
Code placed below will do it for you:
 
<?php
 
foreach($result as $element) // iterate over all records storing current row in $element variable
 
{
 
if($element->Any_Order_Exist=="") // check if Any_Order_Exist is empty
 
{
 
&nbsp;$element->Orders=0;      //assign 0 to Orders if Any_Order_Exist is empty
 
&nbsp;$element->Any_Order_Exist='No'; //assign 'No' to Any_Order_Exist if it is empty
 
}
 
else  // if previous if was false, commands stored here will be ordered
 
{
 
&nbsp;$element->Any_Order_Exist='Yes';  //assign 'Yes' to Any_Order_Exist
 
}
 
}
 
?>
 
|}
 
{|
 
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_29.png]]
 
|}
 
{|
 
|style="padding: 0px 0px 20px 15px;"|Your code is ready, press '' 'Generate Report' '' to save it.
 
|}
 
{|
 
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_30.png]]
 
|}
 
-->
 
  
<!--
+
===Change Password===
===Expert - Unpaid Invoices===
+
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|In the third report we will show you how to prepare report displaying clients with the highest number of unpaid invoices.<br/>
+
|style="padding: 10px 0px 20px 15px;"|Through changing the password you can change both, your InterWorx account and FTP account passwords at the same time.
We will also add second section displaying unpaid invoices which can be filtered by client first and last name.<br/>
+
Start by defining report name and description, choose report type and starting table.<br/>
+
Press '' 'Join Another Table' '' to proceed.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_31.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_49_2.png]]
 
|}
 
|}
{|
 
|style="padding: 0px 0px 20px 15px;"|Now, join invoice table using '' 'Clients Table : ID' '' and '' 'Invoices Table : userid' '' and set it up to return tables only if there is a match in the invoice table.
 
|}
 
{|
 
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_32.png]]
 
|}
 
{|
 
|style="padding: 0px 0px 20px 15px;"|Add '' 'COUNT(*) as Sum' '' column and proceed to the '' 'Conditions' '' tab.
 
  
|}
+
==Applications Configuration==
 +
 
 +
===Configurable Options For Application Auto Install===
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_33.png]]
+
|style="padding: 10px 0px 15px 15px;"|Let your clients decide which application they would like to install on their new InterWorx account.<br />
 +
While placing an order your customer chooses an application and along with account creation this very application will be installed on the account.<br />
 +
There is nothing else you need to do. Application will be instantly ready to use!<br />
 +
To set up this feature, come back to your product's configuration, find '' 'Applications' '' section, activate '' 'Install Applications' '', choose '' 'Auto Installer' '' and activate '' 'Use Configurable Options'. ''<br />
 +
Click on a download icon to view the list of applications.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 15px;"|Press '' 'Create New Filter' '' button to define new condition for your report.
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_52.png]]
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_34.png]]
+
|style="padding: 0px 0px 15px 15px;"|These are the names of values that you can enter in configurable options' fields, we will configure them in the next step.<br />
 +
For example, if you would like to set up '' '4images' '' in your applications list, you will need to enter value '' '4images 1.7.11' '' or '' '4images'. ''<br />
 +
'''1. If you have made a mistake with the application name, the auto installer will not work.'''<br />
 +
'''2. If you do not enter version number, the auto installer will install the latest version of the application.'''<br />
 +
Now, when you know what values should be entered in configurable options for particular applications, we can proceed further.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Select column you want to define condition for, select filter operand, define default value of filter and filter friendly name.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_53.png]]
Conditions can be changed at the report view, they will be displayed under friendly name defined here.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_35.png]]
+
|style="padding: 0px 0px 20px 15px;"|Go to your '' 'WHMCS' '' → '' 'Setup' '' → '' 'Products/Services' '' → '' 'Configurable Options' '' and press '' 'Create a New Group'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Fill '' 'concat(tblclients.id, tblclients.lastname, tblclients.firstname)' '' into '' 'Group This Section By' '' field.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_54.png]]
Owing to previously introduced concat you can both make sure you will be counting invoices properly and display string generated by concat under summary column in table.<br/>
+
This concat returns client ID, lastname and firstname in one string.<br/>
+
Order records using '' 'Sum' '' alias and define limit of column for this report.<br/>
+
Now, let's create the second section. To do so, press '' 'Create New Section'. ''
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_36.png]]
+
|style="padding: 0px 0px 20px 15px;"|Enter '' 'Group Name' '' of your choice, select product you want to assign configurable options to, then press '' 'Save Changes'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|In this section we want to display a list of all unpaid invoices of a selected client.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_55.png]]
Select date table and start of client table.<br/>
+
Additionally, join client table with invoice table as in previous section.  
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_37.png]]
+
|style="padding: 0px 0px 20px 15px;"|Now click on '' 'Add New Configurable Option'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Now, add desired columns. As you can see on the following screen, we have used concat to display clients details in the first column.<br/>
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_56.png]]
Proceed to condition tab and press '' 'Add New Condition' '' button.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_38.png]]
+
|style="padding: 0px 0px 15px 15px;"|This moment is very important. As '' 'Option Name' '', you have to enter '' 'Installation App' ''. '''In other case the entire functionality will not work.'''<br />
 +
Here you can set up as many applications as you want. To do so, enter a value name e.g. '' 'Wordpress 3.7.1' '' and press '' 'Save Changes' ''.<br />
 +
Repeat this as many times as you need and do not forget to set '' 'Option Type' '' to '' 'Dropdown' ''.<br/><br />
 +
Remember that you are not obliged to type in the application version number! If not provided, the latest version will be installed.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|There are two conditions to add, their default values are left blank so default report will omit these conditions.<br />
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_57.png]]
Nonetheless, you will be able to easily filter for desired client in report view.<br />
+
Now, create conditions shown below.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_39.png]]
+
|style="padding: 0px 0px 15px 15px;"|As you can see on the following screen we decided to offer our customers 5 applications.<br />
 +
When you finish adding applications, press '' 'Save Changes' '' and '' 'Close Window'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_40.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_58.png]]  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Proceed to '' 'Groups & Limits' '' tab and set up ordering by ID.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Afterwards, come back to '' 'InterWorx Extended Features' '' → '' 'Configuration' '' → '' 'Applications' '', activate '' 'Use Configurable Options' '' and choose '' 'Apps/Configurable Options' '' from a dropdown menu.<br />
You can also increase limits of record displayed on the report.
+
Please note that you can have more configurable options groups. Press '' 'Save' '' and that's it. You have just successfully assigned configurable options to application autoinstall.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_41.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_59.png]]  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Let's proceed to '' 'Your Own Code' '' section to replace '' 'No Company Assigned' '' with blank field.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Let's check out what your customers are going to see in their client area while placing the order.<br/>
Copy and paste code placed below:
+
As you can see, a dropdown menu with previously configured applications has shown up.
<?php
+
foreach($result as $element)
+
if($element->companyname=='No Company Assigned')
+
{
+
&nbsp;$element->companyname=<nowiki>''</nowiki>;
+
}
+
?>
+
Your report is ready, press '' 'Generate Report' '' to finish.
+
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_42.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_60.png]]  
 
|}
 
|}
-->
 
  
<!--
+
===Assignment of Custom Fields To Application Autoinstall===
==Modify Report==
+
 
{|
 
{|
|style="padding: 10px 0px 20px 15px;"|All custom reports can be easily altered. Press '' 'Edit' '' next to report that you wish to modify.
+
|style="padding: 10px 0px 15px 15px;"|Now, when you know how to allow your customers to choose which application they would like to install on their account, we can proceed one step further.<br />
 +
Until that moment applications had been installed with use of default details like e.g. directory names or database name.<br />
 +
Those details are sent to each customer's email.<br />
 +
Allowing your customers to choose their own installation paths, usernames and others is a safer and recommended solution. Let's see how to do that.<br />
 +
In the beginning, go to '' 'Product/Services', '' find your product using'' 'InterWorx Extended' '' module and enter '' 'Custom Fields' '' category.<br />
 +
You will need to add 12 custom fields, the first 8 are:
 +
*'''Directory'''
 +
*'''Database Name'''
 +
*'''Database Username'''
 +
*'''Database Password'''
 +
*'''Table Prefix'''
 +
*'''Site Name'''
 +
*'''Site Description'''
 +
*'''Language'''
 +
Remember to set each field type as '' 'Text Box', '' tick '' 'Required Field ' '' and '' 'Show on Order Form'. ''<br />
 +
Everything is shown on the screen below.
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_43.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_61.png]]  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Edit screen is the same as generate screen. Therefore you are allowed to modify and even entirely change report according to your needs.<br/>
+
|style="padding: 0px 0px 20px 15px;"|The next 3 fields are:
We will add filtering results by clients' nationality to this report.<br/>
+
*'''Admin Username'''
Join hosting table with client table as shown on the following screen.
+
*'''Admin Password'''
 +
*'''Admin Email'''
 +
Set them as '' 'Text Box' '' and tick '' 'Show on Order Form'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_44.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_61_1.png]]  
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 15px 15px;"|Proceed to '' 'Conditions' '' tab and press '' 'Add New Filter'.''<br/>
+
|style="padding: 0px 0px 20px 15px;"|The last field is:
Filter set up shown on the following screen will filter report output depending on client's country.
+
*'''Auto Update'''
 +
Set it as '' 'Drop Down', '' enter '' 'Yes, No' '' into '' 'Select Options', '' tick '' 'Required Field ' '' and '' 'Show on Order Form'. ''
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_44_1.png]]
+
|style="padding: 0px 0px 20px 25px;"|[[File:IWE_61_2.png]]  
 
|}
 
|}
-->
 
 
==Schedule Report==
 
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|At '' 'Schedule Reports' '' section, you can point which reports will be sent directly to administrators.<br/>
+
|style="padding: 0px 0px 15px 15px;"|Once you add all the custom fields, they will appear while placing an order.<br />
Press '' 'Schedule Report' '' to begin.
+
Voila! Now your customers can personalize each application without the necessity of installing it later.<br />
 +
Client can place one of the following [http://softaculous.com/docs/Scripts_Language_Codes language codes].
 
|}
 
|}
 
{|
 
{|
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_45.png]]
+
|style="padding: 0px 0px 30px 25px;"|[[File:IWE_62.png]]  
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|Box with a form to fill in will appear. Start by selecting the report you want to schedule.<br/> On the dropdowm menu you will find all reports available in you module including your custom reports.<br/> ''Please note that the form may slightly differ depending on the selected report type.''<br/>
+
Afterwards, specify the conditions, how often reports should be sent, time period for which the report shall be generated and way of sending, by email or by FTP etc.<br/>
+
Additionally, provide staff email addresses or FTP/SFTP details.<br/>
+
Confirm through pressing '' 'Add Rule' '' button.
+
|}
+
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_46.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|As you can see on the following screen, all scheduled reports are listed in the table with report name, frequency and assigned admin users.<br/>
+
Each of planned relations can be removed or edited at any time, use action buttons to do so.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_47.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 20px 15px;"|'''At the end you have to add a cron job as shown below (each 24 hours suggested).
+
php -q /your_whmcs/modules/addons/reportgenerator/cron/cron.php
+
Do not forget to replace '' 'your_whmcs' '' with your WHMCS root location.
+
 
|}
 
|}
  
==Import/Export==
+
==Management of Existing Products==
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|'' 'Import/Export' '' section allows to quickly import your saved previously reports if you have for example stored them on your external disk for later use.<br/>
+
|style="padding: 10px 0px 30px 15px;"|'''You can easily use InterWorx Extended module with your already configured InterWorx products.<br />
Just select file and press '' 'Import'. '' Imported report will appear on the list of your custom reports.
+
To do so, change the type of servers and module names of products from '' 'InterWorx' '' to '' 'InterWorxExtended' ''.<br />
|}
+
Additional information about how to correctly configure your servers and products can be found in points 9-17 in '' 'Installation and Configuration' '' section.
{|
+
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_48.png]]
+
|}
+
{|
+
|style="padding: 0px 0px 15px 15px;"|Underneath, you can see a list of your custom reports. Press '' 'Export' '' button to save its files on your disk.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_49.png]]
+
 
|}
 
|}
  
<!--
+
==How To Update==
==Migration==
+
 
{|
 
{|
|style="padding: 10px 0px 15px 15px;"|Due to changes in the module and its structure, upgrading it from version 1.0 requires migration tool.<br/>
+
|style="padding: 10px 0px 30px 15px;"|1. Updating InterWorx Extended goes alike updating any other MG product, for more information visit [http://www.docs.modulesgarden.com/Modules_Update Modules Update] page.
It can be accessed at '' 'Migration' '' tab of our module and allows you to migrate reports from the previous version of Report Generator For WHMCS.<br/>
+
As you can see, all reports which existed in version 1.0 are listed here. In order to import report from the previous version of the module press '' 'Migrate' '' button next to it.<br/>
+
'''Important: Email settings will be lost during the upgrade.'''
+
 
|}
 
|}
{|
 
|style="padding: 0px 0px 20px 25px;"|[[File:RG2_52.png]]
 
|}
 
{|
 
|style="padding: 0px 0px 20px 15px;"|Afterwards, press '' 'Update Report' '' button. Your report is now available at '' 'Reports List' → 'User Generated Reports'.''
 
|}
 
{|
 
|style="padding: 0px 0px 30px 25px;"|[[File:RG2_53.png]]
 
|}
 
-->
 
 
 
=Tips=
 
=Tips=
 
{|
 
{|
|style="padding: 10px 0px 10px 15px;"|1. If you want to edit your custom report and make it more complicated, you may do it with a more advanced creator.<br/>
+
|style="padding: 10px 0px 30px 15px;"|1. As this module supports templates system, any changes made in the module's templates files will be saved after the upgrade process.
When you are editing a report you may choose from the beginning which creator type you are going to use.
+
|}
+
{|
+
|style="padding: 0px 0px 30px 15px;"|2. Report Generator For WHMCS requires '' ZipArchive '' PHP library installed on your server.
+
 
|}
 
|}
  

Revision as of 10:44, 6 June 2017

Contents

About InterWorx Extended For WHMCS

InterWorx Extended For WHMCS will allow you to automate the process of web hosting accounts provisioning and management in your WHMCS.

All relevant hosting features will be gathered in your client area: FTP accounts, emails, domains and more. Your clients will be also able to choose from numerous applications.
The module will allow you to configure each product handily and define which features should be available for your clients' use.

  • Admin Area Features:
✔ Create/Suspend/Unsuspend/Terminate Account
✔ Change Package And Password Of Account
✔ Automatically Unban Client IP Address Upon Logging In
✔ Configure Client Area Features And Template Per Product
✔ Choose And Configure Application Auto Installer To Use Per Product - Softaculous
✔ View All InterWorx And InterWorx Extended Products And Servers In One Place
  • Client Area Features:
✔ Remote Access And Management Of:
✔ Applications And Their Backups
✔ FTP Accounts
✔ Email Accounts
✔ Email Forwarders
✔ MySQL Databases
✔ Cron Jobs
✔ Subdomains
✔ Domain Redirects
✔ Domain Aliases
✔ Backups - Manual And Automatic
✔ Unban IP Addresses
✔ One Click Login To InterWorx
✔ Change Account Password
  • Application Auto Installer Features:
✔ Ordering Process:
✔ Auto Install Chosen Application After Account Creation
✔ Auto Install Application Chosen By Client During Order - Owing To Configurable Options
✔ Allow Custom Settings Of Auto Installed Application - Owing To Custom Fields
✔ Client Area:
✔ Install New Applications With Softaculous
✔ View And Manage Installed Applications
✔ Backup Installed Applications
✔ View And Manage Created Backups
✔ Restore Applications From Backups
✔ Delete Applications Along With Their Backups
  • General Info:
✔ Utilizes Ajax Loaded Pages
✔ Multi-Language Support
✔ Supports PHP 5.3 Up To PHP 7
✔ Supports WHMCS Templates Five and Six
✔ Supports WHMCS V6 and V7

Installation and Configuration

Read the below instructions to learn how to install and then configure InterWorx Extended For WHMCS properly.

We will guide you step by step through the installation procedures.

Installation

1. Log in to your client area and download InterWorx Extended For WHMCS.
IWE 1.png
2. Upload and extract the module into the main WHMCS directory.

Files in your WHMCS directory should look like these.

IWE 2.png
3. When you install InterWorx Extended for the first time you have to rename 'license_RENAME.php' file.

File is located in 'modules/servers/interworxExtended/license_RENAME.php'. Rename it from 'license_RENAME.php' to 'license.php'.

IWE 3.png
4. In order to configure your license key you have to edit a previously renamed 'license.php' file.

Enter your license key between quotation marks as presented on the following screen. You can find your license key in your client area → 'My Products'.

IWE 4.png
5. Set file softaculous_scripts.txt located in 'whmcs_root/modules/addons/interworx_extended_center' as writable.

Activation of Addon

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

Log in to your WHMCS admin area. Click 'Setup' and find 'Addon Modules'.
Afterwards, find 'InterWorx Extended Center' and press 'Activate' button.

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7. In the next step, you need to permit access to this module.

To do so, click on 'Configure' button, tick desired admin roles and press 'Save Changes'.
Note: Here you can also define which client area template are you using, based on Six or Five.

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8. InterWorx Extended For WHMCS is now successfully installed!

Access the addon under 'Addons' 'InterWorx Extended Center'.

Configuration of Server

9. First of all, you must configure a new product.

Go to 'Setup' 'Products/Services' 'Servers' and press 'Add New Server'.

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10. Enter your server name, IP address, username and a password. Choose 'interworxExtended' from a dropdown menu and press 'Save Changes'.

If you connect with your InterWorx server via SSL, then make sure that you checked 'Secure' located at the bottom of the page.
Note: Keep in mind that 'Login to InterWorx' button URL, located in the client area, derive from 'Hostname' or 'IP Address' fields input.

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11. Once your server has been configured correctly, you will see a following screen.

Create a new group for your server. Press 'Create New Group' to follow.

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12. Enter name, click on your previously created server, press 'Add' then 'Save Changes'.
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Configuration of Product

13. In order to create a product, go to 'Setup' 'Products/Services' 'Products/Services' .

If you do not have a product group, click on 'Create a New Group' . If you do, simply skip step 13.

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14. Fill in a product group name and press 'Create Group'.
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15. When you have a product group added, you can create your product and assign it to InterWorx Extended module.
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16. Afterwards, choose your product type and product group from dropdown menus, enter your product name and press 'Continue'.
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17. Now, go to 'Module Settings' section, choose both 'InterWorxExtended' and a previously created server group from dropdown menus and press 'Save Changes'.

Additionally, choose InterWorx package and theme.

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Configuration of Addon

18. You have just correctly created and customized a new product.

Go to 'Addons' 'InterWorx Extended Center' in your WHMCS.
You will find there InterWorx Extended dashboard with precise data on products and servers:

  • see the number of active/suspended/terminated products
  • check the number of active accounts
  • connect with WHM here (if configured in 'Module Settings')
  • press 'Documentation' tab to be moved to this very site!
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19. Proceed to 'Features' section and find the product you are interested in and press 'Configuration' button next to it.
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20. You should find there boxes dedicated to 'Features', 'Applications', 'Client Area Template'.

If you have already another product configured, you may copy its configuration now. Find one more box 'Copy Configuration' and choose product from dropdown menu.
To show you an example, we will set the configuration from the beginning, we will not use other product's configuration.

Select the features you would like to activate for your customers.

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21. Choose whether to activate 'Install Applications' option.

In case you wish to activate this option, you will have to select 'Auto Installer' from a dropdown menu. Afterwards activate 'Install Button' and 'Backup Button'.
You can also choose desired language of the applications by typing in its two letter code into the 'Language' field. A complete list of language codes can be found here.
If the field is left blank, a default value, which is 'en' (english) will be used.
Note: You can also create a configurable option with app to be installed, you can find the instruction to do that here.

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22. Finally, select from the available which client area template shall be used for this product.

Note that by default only one template is available. If you have more templates prepared, they will also appear here to choose from.
Do not forget to 'Save' changes once product configuration is ready!

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

Here a view of the ordered product summary in admin area. Available actions:

  • Log In To SiteWorx
  • Use Module Commands: 'Create', 'Suspend', 'Unsuspend', 'Terminate' the product; 'Change Package' and 'Change Password'
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This is what your customers should see in their client area.
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Management

InterWorx Extended allows your customers to manage their InterWorx accounts without being logged into the server.

Read the below descriptions to become familiarized with all of the InterWorx Extended functionalities.

Client Area

In the following section, features available in the client area will be thoroughly discussed.

Applications

Install your favorite applications in a few seconds without even accessing InterWorx!

Use InterWorx Extended Fro WHMCS to:

  • Install applications
  • Edit/delete applications
  • Create and restore Backups

To start, simply proceed to 'Applications' then find 'Install New' section.

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Afterwards, you will see an extensive menu of application categories. For presentation purposes we will install 'Piwigo' located in 'Galleries'.
Find 'Piwigo' and press it.
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Now, you have to enter necessary installation details and then press 'Install Application' to follow. Wait for 'Success' message.
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View the list of your installed applications by clicking 'Installed Applications' tab and manage the application.

You will find there the name of the application, its path, size and available actions:

  • create backup
  • delete application
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Backups

You can also create a backup of your installation. It's very easy! To do so, press 'Create Backup' button next to an installed application.
IWE 47.png
Confirm the action and backup creation will start immediately.
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After a moment you should see 'Backup created successfully' message as a confirmation of the operation performed.
IWE 49.png
When you have created a backup of your application, proceed to 'Backups' tab.
There is a lit of created application backups along with the date when they were created.
Use action buttons marked on the screen to restore and delete a chosen backup.
IWE 49 1.png

FTP Accounts

Add and configure FTP Accounts in the easiest way possible. Just type in login, generate a totally secure password, provide directory and declare Quota.
Manage the accounts to be able to access your website files through an FTP protocol.
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Email Accounts

Create and edit email accounts that are associated with your domains. Use filter to find required email address, preview its selected quota and manage the account.
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Email Forwarders

Set up email forwarders, choose from several destination options to adjust mail forwarding perfectly to your needs.
Add email domain forwarders to forward email form one domain to another.
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MySQL Databases

MySQL Databases and Users allow easy and fast management of online applications, systems, shopping carts etc.
Create database, add new users and then combine the users with particular databases.
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Cron Jobs

Select cron jobs settings to fully automate commands and scripts on your site.
Choose its specific timing and type in the command to be executed.
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Subdomains

Create subdomains for different parts of your website. Choose domain from your list of available, provide document root.

Once created, redirect or delete the subdomain if needed.

IWE 27.png

Domain Redirects

Easy access to domain redirection options is very useful.

This option allows you to redirect a specific web page to another one and display the contents of that page.
For example, if your main domain is mytestingdomain.com, you can make such forward:
mytestingdomain.com/redirectadomainwithlongname-averylongname.com
Choose type: permanent or temporary; decide whether to use 'www' redirection or not; select 'Wild Card Redirect' if you need.

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Domain Aliases

You can add and manage your domains' aliases.

This option allows you to read content of one domain from another domain name.
Note: domains must be registered with a valid registrar and point to your DNS server.

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Backups

All backups made are displayed on this page under 'Available Restore Points' section.

All backup jobs are displayed under 'Scheduled Backups' .

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You can make backups of your whole InterWorx settings or only a part of them.

To generate a full backup, choose 'Full' backup, specify e-mail for notification and press 'Create' .

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You can also define recurring backups. Simply choose when to run backup.

Additionally, define backup type and email for notifications.
Confirm by pressing 'Create' .

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Unban IP Address

Unban IP addresses banned by the system.

Your IP is automatically filled in in the field to unban.

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Log In To InterWorx

You can easily log in to your InterWorx by clicking 'Log In To InterWorx'.

You don't need to enter your access details!

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Change Password

Through changing the password you can change both, your InterWorx account and FTP account passwords at the same time.
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Applications Configuration

Configurable Options For Application Auto Install

Let your clients decide which application they would like to install on their new InterWorx account.

While placing an order your customer chooses an application and along with account creation this very application will be installed on the account.
There is nothing else you need to do. Application will be instantly ready to use!
To set up this feature, come back to your product's configuration, find 'Applications' section, activate 'Install Applications' , choose 'Auto Installer' and activate 'Use Configurable Options'.
Click on a download icon to view the list of applications.

IWE 52.png
These are the names of values that you can enter in configurable options' fields, we will configure them in the next step.

For example, if you would like to set up '4images' in your applications list, you will need to enter value '4images 1.7.11' or '4images'.
1. If you have made a mistake with the application name, the auto installer will not work.
2. If you do not enter version number, the auto installer will install the latest version of the application.
Now, when you know what values should be entered in configurable options for particular applications, we can proceed further.

IWE 53.png
Go to your 'WHMCS' 'Setup' 'Products/Services' 'Configurable Options' and press 'Create a New Group'.
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Enter 'Group Name' of your choice, select product you want to assign configurable options to, then press 'Save Changes'.
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Now click on 'Add New Configurable Option'.
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This moment is very important. As 'Option Name' , you have to enter 'Installation App' . In other case the entire functionality will not work.

Here you can set up as many applications as you want. To do so, enter a value name e.g. 'Wordpress 3.7.1' and press 'Save Changes' .
Repeat this as many times as you need and do not forget to set 'Option Type' to 'Dropdown' .

Remember that you are not obliged to type in the application version number! If not provided, the latest version will be installed.

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As you can see on the following screen we decided to offer our customers 5 applications.

When you finish adding applications, press 'Save Changes' and 'Close Window'.

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Afterwards, come back to 'InterWorx Extended Features' 'Configuration' 'Applications' , activate 'Use Configurable Options' and choose 'Apps/Configurable Options' from a dropdown menu.

Please note that you can have more configurable options groups. Press 'Save' and that's it. You have just successfully assigned configurable options to application autoinstall.

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Let's check out what your customers are going to see in their client area while placing the order.

As you can see, a dropdown menu with previously configured applications has shown up.

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Assignment of Custom Fields To Application Autoinstall

Now, when you know how to allow your customers to choose which application they would like to install on their account, we can proceed one step further.

Until that moment applications had been installed with use of default details like e.g. directory names or database name.
Those details are sent to each customer's email.
Allowing your customers to choose their own installation paths, usernames and others is a safer and recommended solution. Let's see how to do that.
In the beginning, go to 'Product/Services', find your product using 'InterWorx Extended' module and enter 'Custom Fields' category.
You will need to add 12 custom fields, the first 8 are:

  • Directory
  • Database Name
  • Database Username
  • Database Password
  • Table Prefix
  • Site Name
  • Site Description
  • Language

Remember to set each field type as 'Text Box', tick 'Required Field ' and 'Show on Order Form'.
Everything is shown on the screen below.

IWE 61.png
The next 3 fields are:
  • Admin Username
  • Admin Password
  • Admin Email

Set them as 'Text Box' and tick 'Show on Order Form'.

IWE 61 1.png
The last field is:
  • Auto Update

Set it as 'Drop Down', enter 'Yes, No' into 'Select Options', tick 'Required Field ' and 'Show on Order Form'.

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Once you add all the custom fields, they will appear while placing an order.

Voila! Now your customers can personalize each application without the necessity of installing it later.
Client can place one of the following language codes.

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Management of Existing Products

You can easily use InterWorx Extended module with your already configured InterWorx products.

To do so, change the type of servers and module names of products from 'InterWorx' to 'InterWorxExtended' .
Additional information about how to correctly configure your servers and products can be found in points 9-17 in 'Installation and Configuration' section.

How To Update

1. Updating InterWorx Extended goes alike updating any other MG product, for more information visit Modules Update page.

Tips

1. As this module supports templates system, any changes made in the module's templates files will be saved after the upgrade process.

Common Problems

1. When you have problems with connection, check whether your SELinux or firewall does not block ports.
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