Reseller's Guide
             Release 3.2
ISBN: N/A
SWsoft Inc
13755 Sunrise Valley Drive
Suite 325
Herndon, VA 20171
USA
Tel: +1 (703) 815 5670
Fax: +1 (703) 815 5...
3




Contents

Preface                                                                                                   ...
Contents                4


     Adding Custom Services to a Hosting Plan ...................................................
Contents                5


     Configuring Credit Card Payment Plug-Ins....................................................
Contents                6




Managing Payment Methods                                                                    ...
Contents                7


        Managing HSPcomplete Objects Description Templates ......................................
8


CHAPTER 1

Preface
   HSPcomplete is a comprehensive full business life-cycle hosting automation solution. With
   HSP...
Preface         9


   Special Bold       Items you must select, such as menu      Go to the QoS tab.
                    ...
Preface   10




HSPcomplete Advantages
  HSPcomplete includes everything a company needs to run a successful and profitab...
Preface   11




Bank transfer payments for German (DTAUS) and Spanish (Norma 19) standards: flexible
batch management wit...
Preface     12




HSPcomplete Deployment Scenario
  HSPcomplete can be successfully installed both on the physical server...
Preface     13




HSPcomplete Hardware
Requirements
  Recommended hardware configuration is two or more computers for Har...
Preface     14



  Caution: For Athlon-based systems: It is not recommended to use computers with VIA chipsets.


  Plesk...
Preface     15




Browsers Compatible with
HSPcomplete
   The following browsers are fully compatible with HSPcomplete we...
Preface      16




HSPcomplete Interfrace Features
   Navigation
   To use one or another HSPcomplete component or tool, ...
Preface     17



When you start your HSPcomplete session, the path (chain of links) appears at the top of the
screen. The...
Preface     18


   b The Action Bar allows managing Virtual Private Servers. If you are working with
     Infrastructure ...
19


CHAPTER 2

General Configuration of HSPcomplete
   When you log in to the HSPcomplete Provider or Reseller Control Ce...
General Configuration of HSPcomplete     20


3 Register a domain in the Service Director - Domain Manager and set it as t...
General Configuration of HSPcomplete    21




Selecting Regional Settings
   To make regional settings, go to the Configu...
General Configuration of HSPcomplete     22



   Note: HSPcomplete is a single-currency system. In other words automatic ...
General Configuration of HSPcomplete     23




Getting the SSL Certificate
    For SSL to work a valid signed SSL certifi...
General Configuration of HSPcomplete   24




Setting the Statistics Storage Period
   You can set how long both the resou...
25


CHAPTER 3

Managing Your Data Center
  The Service Director provides the tools for your Data Center management.

  In...
Managing Your Data Center     26




Managing IP Addresses from
Reseller Control Center
  In order to create Virtual Priva...
Managing Your Data Center    27




IP Addressees Allocation
    Since nothing special connected with HSP common IP Pool u...
Managing Your Data Center      28




Supervising Service Level
   The Service Level Manager provides a mechanism for chec...
29


CHAPTER 4

Managing Domains
   This chapter describes the daily work related to DNS and domain management.

   Domain...
Managing Domains     30


       .info and .biz must have at least 3 characters not including .info or .biz.
       Other ...
Managing Domains       31




Adding a Registered Domain
   The procedure of adding a registered domain is similar (but in...
Managing Domains      32



Note: The HSPcomplete DNS management tools provided in Control Centers and Control
Panels allo...
Managing Domains      33


          To avoid DNS outages in HSPcomplete, you can form the list of reserved domains
      ...
34


CHAPTER 5

Managing Hosting Plans
  A hosting plan is a set of services you can sell. Depending on a hosting plan typ...
Managing Hosting Plans       35




Hosting Plan Types
   The types of services you are going to provide (Virtuozzo VPS, P...
Managing Hosting Plans   36




Adding Hosting Plans
   When you create a hosting plan, you can either copy one of the hos...
Managing Hosting Plans     37


   Define, whether the hosting plan will be available from the Control Panel Upgrade
   Ce...
Managing Hosting Plans      38




Creating VPS Hosting Plan
    A VPS hosting plan provides Virtuozzo VPS (Virtual Privat...
Managing Hosting Plans       39


   The pre-filled prices for resources are taken from the system-wide default prices (on...
Managing Hosting Plans       40


9 You can provide the Plesk or SiteBuilder Licenses as part of services in the frame of ...
Managing Hosting Plans      41


    13 Add custom questions to be asked at the HSPstore when a customer subscribes for a ...
Reseller's Guide
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Reseller's Guide

  1. 1. Reseller's Guide Release 3.2
  2. 2. ISBN: N/A SWsoft Inc 13755 Sunrise Valley Drive Suite 325 Herndon, VA 20171 USA Tel: +1 (703) 815 5670 Fax: +1 (703) 815 5675 Copyright © 1999-2005 by SWsoft, Inc. All rights reserved Distribution of this work or derivative of this work in any form is prohibited unless prior written permission is obtained from the copyright holder. Linux is a registered trademark of Linus Torvalds. Virtuozzo, Plesk, HSPcomplete, and corresponding logos are trademarks of SWsoft, Inc. Red Hat is a registered trademark of Red Hat Software, Inc. Intel, Pentium, and Celeron are registered trademarks of Intel Corporation. Microsoft Windows, Windows 2003 Server, Windows XP, Windows 2000, Windows NT, Windows 98, Windows 95, Microsoft SQL Server, Microsoft Desktop Engine (MSDE), Microsoft Management Console are trademarks or registered trademarks of Microsoft Corporation IBM DB2 is a registered trademark of International Business Machines Corp. MegaRAID is a registered trademark of American Megatrends, Inc. PowerEdge is a trademark of Dell Computer Corporation.
  3. 3. 3 Contents Preface 8 About This Guide .........................................................................................................................................8 Audience............................................................................................................................................8 Typographical Conventions...............................................................................................................8 Feedback............................................................................................................................................9 Meet the HSPcomplete .................................................................................................................................9 HSPcomplete Advantages...........................................................................................................................10 HSPcomplete Deployment Scenario...........................................................................................................12 HSPcomplete Hardware Requirements.......................................................................................................13 HSPcomplete Users ....................................................................................................................................14 Browsers Compatible with HSPcomplete...................................................................................................15 Connecting to HSPcomplete Browser-Based Tools ...................................................................................15 HSPcomplete Interfrace Features ...............................................................................................................16 General Configuration of HSPcomplete 19 Getting Started Checklist ............................................................................................................................19 Selecting Regional Settings ........................................................................................................................21 Setting Up Messenger and S/MIME Signing for E-mail ............................................................................22 Securing the HSPcomplete Tools Using SSL .............................................................................................22 Getting the SSL Certificate..............................................................................................................23 Enabling SSL for HSPcomplete Tools ............................................................................................23 Setting the Statistics Storage Period ...........................................................................................................24 Customizing the Onscreen Help in Control Panel ......................................................................................24 Managing Your Data Center 25 Managing IP Addresses from Reseller Control Center...............................................................................26 IP Addressees Allocation.................................................................................................................27 Supervising Service Level ..........................................................................................................................28 Viewing Log Files ......................................................................................................................................28 Managing Domains 29 Registering a Domain from Control Center................................................................................................29 Registering a New Domain..............................................................................................................29 Adding a Registered Domain ..........................................................................................................31 Advanced Domain-Related Configuration..................................................................................................31 Editing a Domain Zone File........................................................................................................................33 Managing Hosting Plans 34 Hosting Plan Types.....................................................................................................................................35 Selling Plesk and SiteBuilder Licenses.......................................................................................................35 Adding Hosting Plans .................................................................................................................................36 Creating VPS Hosting Plan .............................................................................................................38 Creating Miscellaneous Hosting Plan..............................................................................................41
  4. 4. Contents 4 Adding Custom Services to a Hosting Plan ................................................................................................42 Promoting Hosting Plans ............................................................................................................................43 Allowing or Disallowing Upgrades to a Hosting Plan................................................................................44 Calculations for the Hosting Plan Change ..................................................................................................44 Setting Up Billing System 45 System-Wide Billing Settings.....................................................................................................................46 Configuring Taxation..................................................................................................................................47 Pricing and Discounts .................................................................................................................................48 Setting Prices ...................................................................................................................................48 Setting Credit Terms for Customers ................................................................................................49 Configuring Fraud Protection .....................................................................................................................50 Adjusting Anti-Fraud Plug-Ins General Settings.............................................................................50
  5. 5. Contents 5 Configuring Credit Card Payment Plug-Ins................................................................................................51 Configuring Bank Transfer Payment Plug-Ins............................................................................................53 Configuring Both your Website and other Tools 54 Uploading Logo and Other Images.............................................................................................................54 Configuring Website Pages ........................................................................................................................55 Customizing the HSPcomplete Tools Appearance .....................................................................................56 Managing Online Store 57 Entering User Agreement and Other Texts.................................................................................................58 Selecting Payment Systems to Use .............................................................................................................59 Configuring the Price List and Publishing Hosting Plans...........................................................................60 Opening Store and Making General Setup .................................................................................................60 Advanced Configuration per Hosting Plan Types ......................................................................................62 Managing Customer Accounts 64 Selecting Regional Settings ........................................................................................................................66 Creating Accounts ......................................................................................................................................68 Assigning a Tax Zone .................................................................................................................................69 Granting Discounts per Customer Account ................................................................................................70 Adjusting Account Balance ........................................................................................................................71 Viewing the Account Billing History .........................................................................................................71 Managing Receivables 72 Understanding HSPcomplete Billing Workflow.........................................................................................73 Viewing Receivables ..................................................................................................................................74 Processing Offline Payments and Changing Payment Method...................................................................75 Processing Documents Paid by Credit Cards..............................................................................................76 Processing Documents Paid by Bank Transfers..........................................................................................77 Refunding Documents Paid by Credit Cards ..............................................................................................78 Recreating Orders With Updated Tax Rates...............................................................................................78 Issuing Invoices Manually ..........................................................................................................................79 Reopening the Cut-Off Invoices .................................................................................................................79 Managing Payables in Reseller Control Center 80 Viewing Balance of Reseller Account Payable ..........................................................................................81 Increasing Reseller Account Balance .........................................................................................................81 Managing Financial Documents Issued by HSP.........................................................................................82 Viewing Statements Issued by HSP............................................................................................................84 Viewing Billing Reports 85 Accounting Reports ....................................................................................................................................86 Formatting Billing Reports for Printing ..........................................................................................86
  6. 6. Contents 6 Managing Payment Methods 88 Configuring Encryption for Payment Methods...........................................................................................88 How a Payment Method Can be Added......................................................................................................89 Managing Recurring Payments...................................................................................................................89 Managing Credit Cards...............................................................................................................................90 How to Start Accepting Credit Cards ..............................................................................................90 Setting Transactions Approval and Processing Mode ....................................................................91 Managing Bank Accounts...........................................................................................................................92 How to Start Accepting Bank Transfers ..........................................................................................93 Adding Bank Account Manually .....................................................................................................93 Viewing Transaction Log ...........................................................................................................................93 Managing Subscriptions 94 Renewing Subscriptions .............................................................................................................................95 Renewing Delegated Domains Registration ...............................................................................................96 Managing Subscription Grace Period .........................................................................................................97 Activating Dedicated Server Subscription..................................................................................................98 Sending Subscription Notification..............................................................................................................99 Changing a Customer Billing Day............................................................................................................100 Managing Virtual Private Servers 102 Managing Both OS and Application Templates for VPSs........................................................................102 Basic Notions ................................................................................................................................102 Application Template Properties ...................................................................................................104 OS Templates ................................................................................................................................108 Managing VPS Applications Upgrades .........................................................................................108 Creating More Application Templates ..........................................................................................109 Setting Up Both Trial VPSs and VPSs Backups Creation ........................................................................109 Backups Management ...................................................................................................................110 Managing Plesk Clients and Domains 111 Marketing and Affiliate Programs 112 Configuring your Store to Collect Referrals Statistics..............................................................................112 Viewing Revenue Per Referrers................................................................................................................113 Managing Marketing Campaigns..............................................................................................................113 Managing Affiliate Programs ...................................................................................................................114 Support and Administration 115 Using Trouble Ticket System ...................................................................................................................115 Configuring Trouble Ticket System ..............................................................................................116 Managing Trouble Tickets.............................................................................................................118 Using the Problem Viewer ............................................................................................................118 Using the Screens Viewer..............................................................................................................118
  7. 7. Contents 7 Managing HSPcomplete Objects Description Templates .........................................................................119 Managing Events ......................................................................................................................................120 Using the Mass Mailer..............................................................................................................................121 Using the Maintenance Mode for your Hardware Nodes .........................................................................121 Managing the User Password Strength .....................................................................................................121 Updating HSPcomplete.............................................................................................................................122 HSPcomplete Internal Licensing 124 Installing License Certificates...................................................................................................................124 Getting Technical Support 125 An Overview of SWsoft Technical Support .............................................................................................125 Questions for Technical Support ..............................................................................................................125 How to Send Support Questions ...............................................................................................................125 Index 126
  8. 8. 8 CHAPTER 1 Preface HSPcomplete is a comprehensive full business life-cycle hosting automation solution. With HSPcomplete you can manage hardware, OSs, applications, backups, IP pools, customers, resellers, e-commerce storefronts and customer payments all from a single system. A billing system integrated with automated account provisioning, scalable to tens of thousands of accounts, allows you to fully automate the process of launching new subscriptions, managing recurring subscriptions, and billing for resource utilization. In This Chapter About This Guide.................................................................................................................. 8 Meet the HSPcomplete.......................................................................................................... 9 HSPcomplete Advantages..................................................................................................... 10 HSPcomplete Deployment Scenario ..................................................................................... 12 HSPcomplete Hardware Requirements................................................................................. 13 HSPcomplete Users............................................................................................................... 14 Browsers Compatible with HSPcomplete ............................................................................. 15 Connecting to HSPcomplete Browser-Based Tools.............................................................. 15 HSPcomplete Interfrace Features.......................................................................................... 16 About This Guide This Guide describes the most important and frequently-used HSPcomplete working scenarios including initial settings for the system. Audience This guide is addressed to Hosting Service Providers and helps both to evaluate and get acquainted with HSPcomplete hosting automation solution. Typographical Conventions The following kinds of formatting in the text identify special information. Formatting Type of Information Example convention Triangular Step-by-step procedures. You can To create a VPS: Bullet( ) follow the instructions below to complete a specific task.
  9. 9. Preface 9 Special Bold Items you must select, such as menu Go to the QoS tab. options, command buttons, or items in a list. Titles of chapters, sections, and Read the Basic Administration chapter. subsections. Italics Used to emphasize the importance of a These are the so-called EZ templates. point, to introduce a term or to To destroy a VPS, type vzctl destroy designate a command line placeholder, which is to be replaced with a real vpsid. name or value. Monospace The names of commands, files, and Use vzctl start to start a VPS. directories. Preformatted On-screen computer output in your Saved parameters for VPS 101 command-line sessions; source code in XML, C++, or other programming languages. Monospace What you type, contrasted with on- # rpm –V virtuozzo-release Bold screen computer output. CAPITALS Names of keys on the keyboard. SHIFT, CTRL, ALT KEY+KEY Key combinations for which the user CTRL+P, ALT+F4 must press and hold down one key and then press another. Feedback If you spot a typo in this guide, or if you have thought of a way to make this guide better, we would love to hear from you! If you have a suggestion for improving the documentation (or any other relevant comments), try to be as specific as possible when formulating it. If you have found an error, please include the chapter/section/subsection name and some of the surrounding text so we can find it easily. Please submit a report by e-mail to userdocs@swsoft.com. Meet the HSPcomplete HSPcomplete is an end-to-end solution for hosting service providers (HSPs) and Internet Data Centers covering full life-cycle of HSP/IDC operations. HSPcomplete allows HSPs to drastically decrease the cost of operating hosting business while increasing revenues, developing new reseller channels, and improving usage of hardware and personnel resources.
  10. 10. Preface 10 HSPcomplete Advantages HSPcomplete includes everything a company needs to run a successful and profitable hosting business from advanced technology and tools to manage your servers and overall infrastructure to billing, sales channel management, and e-commerce application: The full range of services supported: Domain registration SiteBuilder support Plesk Domain hosting VPS/Plesk dedicated resellers Virtuozzo VPS hosting Dedicated or Co-location Plesk and SiteBuilder licenses Miscellaneous Complete infrastructure management: powerful VPS management server-/client-side backups IPs allocation and DNS integrated trouble ticketing administration maintenance automation and flexible self-provisioning more Integrated complete billing solution: customizable online store discounts, promotions, coupon codes country-specific accounting taxation with tax exemption automated recurring invoicing automated upgrades/downgrades private label resellers customizable notifications and more Credit Cards processing through over 30 payment gateways (new added monthly): integrated with fraud screening sensitive data is encrypted flexible manual approval rules delayed capture refunds, reversals, credits CVV/AVS verification and more
  11. 11. Preface 11 Bank transfer payments for German (DTAUS) and Spanish (Norma 19) standards: flexible batch management with approval queues. Domain registrations through over 25 domain registrars (new added monthly): Wide range of Operating Systems and Applications for VPS hosting: centralized management Redhat, Fedora, Suse, Debian automated upgrades open-source and commercial applications over 50 applications game servers and more Easy customization and integration: notifications customization application templates creation guide customizable menu items HSPcomplete powerful API colors, logos, page content migration from Legacy systems create your own plug-ins advanced multi-language support XML data export/import tools Everything in one box!
  12. 12. Preface 12 HSPcomplete Deployment Scenario HSPcomplete can be successfully installed both on the physical server or (if you use the Virtuozzo technology) in Virtuozzo Virtual Private Server (VPS). The computer (or virtual server) that runs HSPcomplete is called Management Node in terms of HSPcomplete. The servers that run software that provides hosting services (run Virtuozzo VPSs, Plesk Domains, or some other third-party software) are called Hardware Nodes. HSPcomplete administrator can connect to the Management Node via the Internet and guide the hosting business using the web-based interface.
  13. 13. Preface 13 HSPcomplete Hardware Requirements Recommended hardware configuration is two or more computers for Hardware Nodes. Note: HSPcomplete system can work well with just one Hardware Node, but existence of two nodes increases availability of the hosting service. With two or more nodes one of them may be taken off-line for maintenance, replacement or upgrade with minimal disruption for the hosting service. If you use Virtuozzo, we recommend installing the Management Node software in a special service VPS hosted on one of your Hardware Nodes. In this case that single computer shall meet both Hardware Node and Management Node requirements and you then need at least one workstation for system administrator to manage it. However, you can have your Management Node as a separate computer. Management Node requirements (if the Management Node is a separate computer) IBM PC-compatible computer with 2 GHz (or higher) Intel Celeron, Pentium, or AMD Athlon CPU; At least 1 GB of RAM; At least 40 GB of total disk space; Network card; Virtuozzo Hardware Node Requirements IBM PC-compatible computer; Intel Celeron, Pentium II, Pentium III, Pentium 4, or AMD Athlon CPU; At least 128 MB of RAM; Hard drive(s) with at least 4 GB of free disk space; Network card (either Intel EtherExpress100 (i82557-, i82558- or i82559-based) or 3Com (3c905 or 3c905B or 3c595) are recommended). SCSI controllers: Adaptec7xxx SCSI controller (including AHA 2940/3940/3944/29160); RAID controller based on the AMI MegaRAID chips (including DELL PowerRAID PERC2/PERC3).
  14. 14. Preface 14 Caution: For Athlon-based systems: It is not recommended to use computers with VIA chipsets. Plesk Hardware Node Requirements: The minimal hardware requirements for the Plesk installation are the same as those of the operating system being installed for use with Plesk. Number of domains Amount of RAM Processor 100 256 MB Pentium II 500 512 MB Pentium III 1500 2000 MB dual Pentium III 2000 4000 MB dual Pentium IV SiteBuilder Hardware Node requirements: RAM 256mb 30 Mb HDD space for SiteBuilder installation (+ 1 Mb per User's web site) - minimal configuration. CPU Celeron 1,7 Ethernet 10 Mb For more details (OS versions, additional software) please refer to the SiteBuilder Installation guide shipped together with the product. HSPcomplete Users The following Account types exist within HSPcomplete system: Provider Account (only one Account of such type can exist within your HSPcomplete system). This Account is being registered during the installation procedure. All persons associated with Provider Account are considered as Provider staff members with particular access permissions to HSPcomplete Provider Control Center. The number of Provider staff members that can concurrently log in to the Provider Control Center is defined by the HSPcomplete license. Reseller Account. Reseller Accounts are being registered using the Business Director - Channel Manager. The number of Reseller Accounts is defined in the HSPcomplete License. All persons associated with Reseller Account are considered as Reseller staff members with particular access permissions to HSPcomplete Reseller Control Center. Customer Account. Customer Accounts are being registered using the Business Director - Accounts Manager. Customer Accounts can be of two types: personal or business. All persons associated with Customer Account have access to HSPcomplete Control Panels.
  15. 15. Preface 15 Browsers Compatible with HSPcomplete The following browsers are fully compatible with HSPcomplete web-based tools: For IBM PC compatible computers: Microsoft Internet Explorer 5.5, 6.0 and above, Netscape Navigator 7.0 and above, Opera 7.5.3 and above, Mozilla 1.5 and above, Firefox 1.0 and above. For Macintosh: Safari 1.3 and above, Microsoft Internet Explorer for Mac 5.2, Opera 8.5 Mozilla/Firefox 1.07. Connecting to HSPcomplete Browser-Based Tools To connect to the HSPcomplete tools, enter into your browser the Management Node hostname and append the tool index (http://hostname/index): Tool Tool index Public Site site Online Store store Provider Control Center pcc Reseller Control Center rcc Control Panel cp My Control Panel mycp The SSL protocol can be enabled separately for each of HSPcomplete web-based tools. The SSL configuration is available both in Provider and Reseller Control Centers. Note: To connect to the My Control Panel, it is necessary to create a VPS subscription, log in to the Control Panel, then create a user (if System Administrator Control Panel Application is installed inside VPS) or a mailbox in multiple domains (if Workgroup Administrator Control Panel is installed inside VPS). After this you can log in to the My Control Panel with the e-mail address as a login and a user regular password.
  16. 16. Preface 16 HSPcomplete Interfrace Features Navigation To use one or another HSPcomplete component or tool, please use the namespace tree located in the left pane. Control Centers specific: You can hide/display the namespace tree by clicking on the slider at the vertical bar that separates the left and the right parts of the screen.
  17. 17. Preface 17 When you start your HSPcomplete session, the path (chain of links) appears at the top of the screen. These links provide the "breadcrumb navigation" and show you the path to your actual location within the HSPcomplete. By clicking on these links, you can be one or more (depending on your location) levels up. Figure 1: Provider Control Center. Managing Virtuozzo VPS (screen shown in part). Main Screen The right pane of HSPcomplete screen serves for operating HSPcomplete components selected from the namespace tree. The main screen shows the HSPcomplete Directors' or Managers' dashboards, lists of objects, single object's properties, or other related data. Each HSPcomplete component (Director or Manager) has its own dashboard. Moreover, the HSPcomplete system has its dashboard that may be considered as 30,000-foot view of tools and operations. So, a dashboard is the HSPcomplete component 'front-page' that provides you with the most important statistics and a place to start including: Shortcuts to the lists of objects. Information about the number of objects with separate counters for the objects in different states like Active Accounts, Accounts on Hold, Running Virtual Private Servers, etc. Shortcuts for the creation of new objects that fall into the functionality of HSPcomplete component selected. Control Centers specific: a The Status Bar at the bottom of the main screen allows tracking execution of tasks within HSPcomplete system. You can hide or show the status bar.
  18. 18. Preface 18 b The Action Bar allows managing Virtual Private Servers. If you are working with Infrastructure Manager (or other Managers that bound to Infrastructure Manager functionality in respect to VPS stop, start, destroy, repair, creation, and migration), the Action Bar appears at the bottom of the main screen, over the Status Bar. The Action bar allows performing the group operations. To facilitate operating the lists of objects in the HSPcomplete, you can use: Search particular item within the list. The Search bar is located at the top of each list. Filter the items by a particular property. The Filter bar is located at the top of each list, next the Search bar. Change Sorting Order. To this effect, click on the column-heading you want to sort by. In this case, the special pointer (small triangle) appears at the top of each column. This triangle indicates current sorting order: peak-up or peak-down for ascending and descending order respectively. Repeating click on the same link in column-heading changes sorting order from ascending to descending (and conversely) within single property. Change List Size. It is possible to set the listing to 20, 40, or 80 items per page. Appropriate links are above the list, to the right. Special links for viewing pages (page numbers, next,last) are also provided and you can find them both at the beginning and the end of the list. In order to immediately bring the screen content in correspondence with actual state of affairs, you can Refresh the screen using the button located at the upper right corner of the screen. The Help button located at the upper right corner of each screen shows the context HTML help. Screen ID is located at the upper-right corner of each screen. Screen ID allows to refer to a screen for customization purposes or in the problem report. Adding a Comment to the HSPcomplete Object You can add a free-form comment to almost any of HSPcomplete object. To this effect click on the Add comment link at the upper-right corner of an object view form.
  19. 19. 19 CHAPTER 2 General Configuration of HSPcomplete When you log in to the HSPcomplete Provider or Reseller Control Center first time, the Setup Wizard helps you to make the most important initial settings. Please check the initial configuration of the HSPcomplete installation: Submit/edit the company name and sender e-mail address (HSPcomplete messenger) used in notifications. Set data retention rules both for system events (on page 120) and logs (on page 28). Make the regional settings including the interface language, set the first day of week (monday or sunday), the default time zone to bound system events and logs, select the system-wide currency. Set up secure communications (turn on SSL, generate CSR, install signed secure certificate). In addition, to facilitate the operations (like domain registration) performed on behalf of the default Provider account created in HSPcomplete (for Provider Control Center users only), it is necessary to check and adjust if needed, the contact information containing in the default Provider account. In This Chapter Getting Started Checklist ...................................................................................................... 19 Selecting Regional Settings................................................................................................... 21 Setting Up Messenger and S/MIME Signing for E-mail ...................................................... 22 Securing the HSPcomplete Tools Using SSL ....................................................................... 22 Setting the Statistics Storage Period ..................................................................................... 24 Customizing the Onscreen Help in Control Panel ................................................................ 24 Getting Started Checklist This step-by step procedure helps setting up the Reseller Control Center. To start selling hosting plans: 1 Fill in all the contact data into the Reseller account profile to avoid any problem connected with contact data discrepancies when registering domains online. Click on your account name at the top of the Navigation tree in the left pane and edit the Company Profile and Contacts. 2 Check IP addresses availability in Service Director - IP Manager. If no IP addresses are available, contact your vendor.
  20. 20. General Configuration of HSPcomplete 20 3 Register a domain in the Service Director - Domain Manager and set it as the default one to allow your customers to create subdomains in this default domain. If something goes wrong with domains registration, contact your vendor. 4 Set up the billing system: a Create Credit Terms that define the order of settlement with your customers and select the default credit terms to be applied by default to customers accounts created from your online store (Account Director - Subscription Manager). b Optionally: create Discount Categories to be able to give the per-account discounts to your customers.(Billing Director - Discount Manager) c Configure taxation. d Configure payment methods processing in the Commerce Director. 5 Copy some Provider's hosting plans or create your own ones (on page 36). 6 Configure online store and open it (on page 57) using the Commerce Director - Store Manager. To view or process orders placed at your store, go to the Billing Director - Receivable. To view or pay Provider's invoices, go to the Payable section.
  21. 21. General Configuration of HSPcomplete 21 Selecting Regional Settings To make regional settings, go to the Configuration Director - Miscellaneous Settings - Regional Settings. The regional settings include: The language; The default time zone; The calendar settings (the first day of week); The system-wide currency. Selecting languages available for your customers to switch the interface. Language The language setting allows you to set the system-wide language of the HSPcomplete interface. Default Time Zone In respect to registration of the events that happen within the system, the HSPcomplete database is bound to GMT. This means that automatically-generated notifications and system messages (for example, about subscriptions expiration dates) may occur to be hardly understandable for the customers that reside in the other time zones. Thus, the HSPcomplete provides an opportunity of setting different time zones for different Customers (or Resellers). This can be done during creation of a new Account or later. The special time zone can be set for each user associated with an Account. After this, all the time- related data (in Action Log, Event Manager, or automatically-generated notifications) will be bound to the User’s time zone, without the need for him (or her) to recalculate time. However, if most of your prospect customers will reside in the single time zone, it is quite reasonable to set default time zone for the newly registered persons. First Day of Week You can select the day a week starts. For example, this setting is used when setting the weekly time interval in the Billing Reports (on page 86) view. Currency You can set the system-wide currency (for all financial documents and Hosting Plan prices). Resellers can set the own currency and enter the cross rate between the Provider currency and Reseller currency. This feature is very useful for selling through international channels as well as having separate branches in different countries around the world.
  22. 22. General Configuration of HSPcomplete 22 Note: HSPcomplete is a single-currency system. In other words automatic currency recalculations are not available. If you change the system-wide currency, you will have the unified currency sign, fractional part format, etc., however you will need to recalculate all prices manually. For example, most of domain-registration Plug-Ins support US Dollar only as an accounting currency. Thus, in order to update domain-registration prices correctly the system- wide currency should be US Dollar by prices update, otherwise the new prices will not be used in HSPcomplete billing. Available Languages Check the boxes next to languages names to allow your customers to switch the interface into these languages. Setting Up Messenger and S/MIME Signing for E-mail HSPcomplete provides an opportunity to automatically generate and send e-mail notifications to Provider Administrator and other HSP staff members (for example, about resources overusage or nodes outages) or to HSP Customers (for example, if Subscription period is about to expire). The set of events that can be followed by e-mail notifications is read-only and defined i the Event Manager (on page 120). The component that automatically generates and sends e-mail notifications is called 'Messenger'. Notifications themselves may be configured for a certain number of events that take place within HSPcomplete system and tracked by the Event Manager. Each message (including automatically generated ones) shall have the 'From' field. For automatically-sent messages (or notifications) the 'From' field should contain the sender name and e-mail of a messenger. In addition, you can enable or disable e-mail notifications sending and select the e-mail messages encoding (character set). Finally, you can configure e-mail messages S/MIME signing. To set the messenger, go to the Configuration Director - Miscellaneous Settings - E-Mail Setup. Securing the HSPcomplete Tools Using SSL Secure Sockets Layer (SSL) provides a level of security and privacy for those wishing to conduct secure transactions over the Internet. Introduced to the Internet market by Netscape Communications, the SSL protocol protects HTTP transmissions over the Internet by adding a layer of encryption. This insures that your transactions are not subject to "sniffing" by a third party. SSL provides visitors of your website with the confidence to communicate securely via an encrypted session. For companies wishing to conduct secure e-commerce, such as receiving credit card numbers or other sensitive information online, SSL is essential.
  23. 23. General Configuration of HSPcomplete 23 Getting the SSL Certificate For SSL to work a valid signed SSL certificate is required. Certificates are a standard way of binding a public key to a name. Public key encryption is a technique that uses a pair of asymmetric keys for encryption and decryption. Each pair of keys consists of a public key and a private key. The public key is made public by distributing it widely. The private key is never distributed; it is always kept secret. Data that is encrypted with the public key can be decrypted only with the private key. Conversely, data encrypted with the private key can be decrypted only with the public key. This asymmetry makes public key cryptography so useful. You can generate a self-signed certificate and use it for some time until the certificate “signed” by a trusted external authority: VeriSign (http://www.verisign.com) or Thawte (http://www.thawte.com) will be ready. Note: Netscape and Mozilla browsers automatically detect whether a website uses encryption of transmitted data or not (as for Internet Explorer, please encourage your website visitors who use IE to use Internet Explorer 5.0 or later). Thus, if you use a self-signed certificate, your website visitors will be notified that your website uses encryption, but the authority that signed a certificate is not recognized. So if you intend to conduct e-commerce at your website, it is better to obtain an SSL certificate signed by VeriSign or Thawte To obtain the SSL certificate: 1 Generate Certificate Request in the Configuration Director - Miscellaneous Settings - SSL Setup - Certificate Request tab. 2 After the Certificate request is generated, you can do one of the following: Copy the Certificate Request and send it to the Certificate Authority to obtain the signed Certificate and import it later; Generate self-signed Certificate and use it for some time. 3 Restart Apache on your Management Node. Please note that in this case your Management Node will be not available for some time. So if you already have customers by the moment of importing the SSL Certificate, your customer's VPSs will also become offline till Apache on your Management Node restarts. Enabling SSL for HSPcomplete Tools You can enable the SSL protocol separately for the Provider Control Center and Reseller Control Canter, Control Panels, website, and your online store. To enable the SSL protocol, go to the Configuration Director - Miscellaneous Settings - SSL Setup. Select the the Enable SSL tab. You can enable the SSL protocol by checking the Enable SSL in HSPcomplete Web Tools boxes next to the name(s) of the web tools (Control Centers, Control Panels, store, etc.).
  24. 24. General Configuration of HSPcomplete 24 Setting the Statistics Storage Period You can set how long both the resources usage statistics and events history will be stored in the HSPcomplete database in the Configuration Director - Miscellaneous Settings - Data Retention. The resource usage statistics retention cycle defines the timeframe for resource usage reports you can view. The outdated statistics is removed automatically, once a day. In addition, at any moment you can manually remove the outdated statistics (use the Tasks tab on the Data Retention screen). In respect to the resource usage statistics (on page 28), you can set: For how many last days to store the hourly statistics. For how many last months to store the daily statistics. For how many last years to store the monthly statistics. For how many last years to store the yearly statistics. In respect to the events history, you can set: The number of last events to store records about. Customizing the Onscreen Help in Control Panel Each screen of the HSPcomplete Control Panels is provided with a short onscreen help topic. If needed, you can edit the onscreen help topics for each screen of the Control Panels your customers use. To this effect, login to the Control Panel (yourcompany.com/cp) using one of the logins of your Provider Account (as a staff member). In this case, on almost every Control Panel screen (excluding dashboards) a special "question-mark" icon appears at the upper right corner of the screen. Click at the screen you want to add a help topic for. The popup window with the help bar text appears. Type the text and click the Update button. From the Provider Control Center you can hide or show the onscreen help and show/hide in the source HTML of each HSPcomplete screen the special metatags used to mark the HSPcomplete screen elements (called controls). Usage of these metatags is described in details in the HSPcomplete Integration Guide.
  25. 25. 25 CHAPTER 3 Managing Your Data Center The Service Director provides the tools for your Data Center management. In spite of the fact that HSPcomplete operates the virtual-server farm, a Data Center should be understood in common sense, i.e., as a centralized storage facility to retain database information related to decision-making processes. In general, HSPcomplete Data Center activity includes the following: DNS and IP addresses management. Servers management. Service level management. In This Chapter Managing IP Addresses from Reseller Control Center......................................................... 26 Supervising Service Level..................................................................................................... 28 Viewing Log Files................................................................................................................. 28
  26. 26. Managing Your Data Center 26 Managing IP Addresses from Reseller Control Center In order to create Virtual Private Servers, a certain number of IP addresses (to be assigned to VPSs) should be available within Reseller Control Center. A Reseller cannot obtain IP addresses on his (or her) own account - only HSP owns and allocates IP addresses to be used within HSPcomplete system. IP pool(s) available can be viewed in the Reseller Control Center using the Service Director - IP Manager. Hosting Service Provider creates several IP Pools (sequential ranges of IP addresses) within HSPcomplete system. During IP Pool creation, HSP can set certain rules of allocation of IP addresses included in this IP Pool. Roughly, an IP Pool can be common (all VPSs, including Reseller’s ones created within the HSPcomplete system automatically obtain IP addresses from this IP Pool) and an IP Pool can be assigned to particular Reseller. Note: Please, agree upon IP addresses allocation (common IP pool usage and IP Pool assignment) with your Provider before you go live with the hosting business. Until a Reseller does not have IP Pool assigned, his (or her) VPSs can use IP addresses from Provider common IP Pool (if such IP Pool was created by HSP). In this case, IP addresses are assigned automatically. Reseller cannot view or manage HSP common IP Pool. In this case, only statistics on static and dynamic IP addresses assigned to Reseller VPSs available (at IP Manager dashboard). Note: If HSP has at least one common IP Pool, then IP Pool assignment is not necessary condition for Reseller to start hosting business. However, IP Pool assignment is recommended since it allows Reseller to manage IP Pool on his (or her) own. In the case if IP Pool was assigned to a Reseller, this Reseller obtains IP addresses from this IP Pool primarily (and personally). Other HSP Resellers cannot receive IP addresses from this IP Pool. In this case, a Reseller can view the full range and manage his (or her) IP Pool using IP Manager. However, if all IP addresses within assigned IP Pool are in use, this does not suspend Reseller’s business - a Reseller can contact Provider Administrator and request using IP addresses from Provider's common IP Pool. Thus, from Reseller side, IP addresses management consists mostly in tracking IP addresses usage via IP Manager.
  27. 27. Managing Your Data Center 27 IP Addressees Allocation Since nothing special connected with HSP common IP Pool usage (just automatic IP addresses allocation), let us consider management capabilities in respect to assigned IP Pool. In the case if VPS created in accordance with Reseller’s Customer Order, IP addresses are being automatically allocated from assigned IP Pool. However, if Reseller Operations Administrator creates VPS “manually” using Infrastructure Manager, he (or she) can select particular IP address from Reseller IP Pool and assign it to the new VPS. Reseller IP Pool(s) management can be performed using IP Manager. In order to start working with IP Manager, open the Operations Director submenu in the Navigation tree and click the IP Manager item. IP Manager dashboard includes links to the common lists of IP Pools and IP addresses and demonstrates the following statistics: The number of IP Pools available. Only Reseller ones are taken into account, if you do not have IP Pools assigned and use HSP common IP Pool only, then total number of IP Pools indicated at IP Manager dashboard will be zero; Total number of assigned and available (unused) IP addresses. In order to view detailed information about your IP Pools, click the IP Pools link. The common list of IP Pools includes the following information about each IP Pool: ID and name; Account name this IP Pool assigned to (in this case, it is the name of your Reseller Account registered within HSPcomplete system; First and last IP addresses; IP addresses allocation order (static and/or dynamic); green tick indicates that an allocation type allowed; Enabled – green tick indicates that IP addresses from this IP Pool can be allocated. Red cross indicates that an IP Pool is still assigned to a Reseller, but temporarily IP addresses cannot be allocated; Leases – the number of used IP addresses; Total number of IP addresses in an IP Pool. In order to view IP Pool details, click on its ID or name at the common list. IP Pool details include three tabs: Configuration, Leases (detailed info about VPSs those use IP addresses from this IP Pool), and Exclusions (IP addresses usage restrictions that be imposed by HSP). All settings are read-only.
  28. 28. Managing Your Data Center 28 Supervising Service Level The Service Level Manager provides a mechanism for checking the current resource utilization throughout Virtual Private Servers and Hardware Nodes. Using the Service Director - Service Level Manager, you can: View the both the current resources consumption and the resources usage history for every VPS or every Hardware Node. Go to the Service Director - Service Level Manager. Select Virtuozzo VPS or Hardware Nodes. For every VPS or Hardware Node you an view the current resources usage (the Current Values tab) or resource usage history (Statistics tab). This feature is very useful if, for example your customer believes that some resource was under-delivered. In this case you can settle a customer's doubts by checking the total resource usage during a particular period and daily or hourly consumption for a given period of time. View traffic usage statistics for third-party dedicated servers. Set the thresholds in percents for disk space and traffic that when exceeded are reported into the list of VPSs that are approaching limits. To this effect, go to the Service Level Manager - Setup. To view the list of VPSs that have exceeded the threshold percentage of promised disk space and traffic, select VPS approaching limit. Note: When traffic or disk space usage for a VPS approaches the limits set in the Service Level Manager, the corresponding event is registered by the HSPcomplete Event Manager (namely, Traffic is nearly used up and Disk space is nearly used up, to find these events, filter the list by the Subscription object type). Thus, you can attach an action to such events, for example, e-mail notification or SMS message to your staff member. Finally, you can configure traffic accounting by classes in the Service Director - Service Level Manager - Traffic Classes. Viewing Log Files During the normal course of work, it is often necessary to track all the actions performed within your HSPcomplete system. To view logs, click Action Log on the left menu. The HSPcomplete logs awe stored on the Management Node in the /var/log/hspc/hspc.log file. Debug Messages, Trace Messages, and SQL Statements are written into the /var/log/hspc/hspc-debug.log file.
  29. 29. 29 CHAPTER 4 Managing Domains This chapter describes the daily work related to DNS and domain management. Domains can be registered or transferred both from the Control Center (by Provider or Reseller) and in accordance with orders placed by customers. Domain name length allowed for registration via HSPcomplete is from 1 character and up to 63 characters. In This Chapter Registering a Domain from Control Center .......................................................................... 29 Advanced Domain-Related Configuration............................................................................ 31 Editing a Domain Zone File.................................................................................................. 33 Registering a Domain from Control Center To register a domain: 1 Open the Service Director submenu on the Navigation tree and select Domain Manager. 2 Open the Domain Manager submenu on the Navigation tree and select Domains. The list of all domains registered in HSPcomplete appears on the screen. 3 Click the New Domain button. The domain registration wizard starts. Roll-back is possible on any step of the wizard. Just follow instructions. 4 Set the option button to what you are going to do: Register a new domain (on page 29) Add registered domain (on page 31). Registering a New Domain 1 To register a new domain (on page 29), set the radio button to Register a new domain and click the Next button to proceed. 2 Type second-level domain in Domain textbox. Please, follow the common rules while typing domain name: In domain name use only letters, numbers, or hyphen ("-"). Domain name cannot begin or end with a hyphen. .com, .net, .org and .info domain names cannot exceed 67 characters total.
  30. 30. Managing Domains 30 .info and .biz must have at least 3 characters not including .info or .biz. Other domain names cannot exceed 22 characters, not including the extension. Domain names are not case sensitive. Domain names cannot include spaces or dots. Note: Only in one case the dot is allowable in domain name: if the dot precedes the valid top-level-domain name (com, net, org, etc.). You can type the full domain name like mydomain.com in Domain checkbox. Moreover, you can type something like suffix.suffix.suffix.mydomain.com and this will provoke no errors. All these “suffices” will be simply disregarded. If you check several textboxes (top level domains) at the same time, for example, .info and .org, it will be considered as if you ordered three domains: mydomain.com. mydomain.info, and mydomain.org. 3 To select top-level domain(s), check appropriate checkbox(es) or type it in the Domain textbox.. Click the Next button to check if the new domain name is valid. In the case if the domain name was not valid (for example, occupied), the appropriate notification will be displayed. Th this case, click the Back button to be one step back and select another second- level domain. If new domain will appear to be valid after check, it will be offered to confirm Order details. 4 Select the registration period from the pull-down menu and confirm the domain name(s) ordered by checking the appropriate checkbox(es). Click the Next button to proceed. 5 Since all operations in HSPcomplete system are performed on behalf of Accounts, it is necessary to define the particular Account the new domain shall be registered for. In this case, appropriate Invoice will be generated for the selected Account. To select the Account type to register the new domain (Customer Account, Reseller Account, or Provider Account), set the radio button in appropriate position. After this, click the Select button next to the selected Account type and choose the particular Account from the popup window. Note: Only domain registered for HSP Company (for Provider Account) can be set as default. Please, make sure that at least one domain is registered within your HSPcomplete system for Provider Account. 6 Click the Next button to proceed. It will be offered to review domain registration details. Review screen includes domain name(s) with price and subscription period indicated and Account name. If you want to view Account details, click on its name. To confirm domain registration, click the Register button. For non-Provider Accounts, the Domain Order will be generated, and new domain will be registered after payment received and applied. After you confirm domain registration, the list of all domains registered within your HSPcomplete system will be displayed, and you can proceed with setting default domain(s).
  31. 31. Managing Domains 31 Adding a Registered Domain The procedure of adding a registered domain is similar (but includes less steps) to a new domain registration. Note: If you are adding a domain registered by a Registrar that has no domain plug-ins, it will be not possible to renew a domain registration via HSPcomplete. However, using the HSPcomplete web based interface, you can transfer a domain to a Registrar for which a plug-in provided, and create a domain subscription (on page 96). After this, a domain registration will be renewed at a Registrar automatically, when you pay a renewal order in HSPcomplete. 1 Please, follow the steps described above (on page 29), set the radio button to Add registered domain and click the Next button to proceed. It will be offered to enter domain name. 2 Type in the name of the domain you want to add and click the Next button. You will be offered to select the Account the domain should be registered for. 3 To select the Account type to register the new domain (Customer Account, Reseller Account, or Provider Account), set the radio button to the needed type of account. After this, click the Select button next to the selected Account type and choose the particular Account from the list in the popup window. Click the Next button. It will be offered to confirm domain registration. 4 Click the Register button to confirm registration. Advanced Domain-Related Configuration HSPcomplete allows providing the wide range of domain services: New domains registration using HSPcomplete domain plug-ins. Using existing domain. If a customer already has a domain hosted in HSPcomplete (domain subscription), he (or she) can: assign it to a new VPS (server subscription). create a subdomain in this domain.
  32. 32. Managing Domains 32 Note: The HSPcomplete DNS management tools provided in Control Centers and Control Panels allow adding subdomains that can be used by customers for websites creation or not (in this case a subdomain will be registered but without the ability to manage it using HSPcomplete). If a domain to be registered or transferred by one of registrar plug-ins stays in unregistered or Error status for a long time, you can go to the Service Director - Domain Manager - Domains, select this domain and as soon as the domain General Settings appear, click the Register button. In this case the registration/transfer for this domain will be re-initiated. If a domain was transferred manually and the transfer was successfully finished or a domain was successfully registered, but there is no information about this in HSPcomplete, you can start services provisioning manually, by clicking the Mark domain as Registered button on a domain General Settings screen. Registering subdomains in a special domain owned by a Provider and called the default domain. Any domain(s) registered in the HSPcomplete for Provider's account can be set as the default one (go to the Service Director - Domain Manager - Domains, select a domain and edit its general policy settings). The default domain is offered in the online store for customers to create subdomains. Depending on your policy, you can set a special fee for default domain usage or offer this service for free (go to the Billing Director - Product Manager - Default Prices). In addition, you can configure the online store (Commerce Director - Store Manager - Configure Store) in respect to the default domain usage: Force hostname creation in default domain for each subscription. In this case when subscribing for hosting in your store your customers will always get the subdomain in your default domain without respect to the way of domain registration selected. This will speed up the subscription activation because registering a new domain may take some time, and the subdomain in your default domain is ready-to-use immediately. Force customer to register new or transfer existing domain when buying a real hosting plan. This setting helps you to avoid the mass usage of the default domain by your customers, especially if you offer this service for free. Force customer to register new or transfer existing domain when upgrading from a trial to a real hosting plan. This option allows you to avoid the situation when customers keep using the cheap default domain when subscribe for non-trial hosting. Assign a special trial domain to be used for creation of subdomains for trial subscriptions (go to the Service Director - Domain Manager - Domains, select a domain and edit its general policy settings). Note: A domain can be assigned as the default and the trial one at the same time. Transferring a domain registered by a third-party registrar under your Provider account. Transferring a domain into the HSPcomplete (under one of your accounts at Internet Registrars) allows your customers to benefit from the automated renewal of domain registration using the HSPcomplete plug-ins and billing, without the need for a customer to renew a domain registration manually. You can make domains transfer more secure: Set the manual approval mode for domain transfer in the Commerce Director - Store Manager - Configure Store. This allows you to additionally check domains being transferred to HSPcomplete name system by your customers. If this feature is enabled, you will need to check all unregistered domains in HSPcomplete Domain Manager, and if the transferred domain(s) are not reserved, register them manually
  33. 33. Managing Domains 33 To avoid DNS outages in HSPcomplete, you can form the list of reserved domains forbidden for transfer to the HSPcomplete DNS in the Service Director - Domain Manager- Setup - Reserved Domains. Edit a domain zone file and manage the reverse DNS by selecting the Service Director - Domain Manager - Domains, then select a domain and click the DNS Zone tab, for reverse DNS, click the Reverse DNS tab at the list of all domains. Editing a Domain Zone File The DNS data is represented as DNS records in a zone data file, and these files are handled by the name server. There are a number of different kinds of DNS records, each suited to a specific kind of data. The set of records in a zone file defines a domain properties and allows locating over the Internet all of the sub-names and/or computers containing under the organizational domain name. At your convenience, two approaches to editing a domain zone file is provided in HSPcomplete: If you are new in DNS management: adding a sub-domain and delegating a domain or a part of a domain (i.e., a sub-domain) to another name server by filling a simple form that hides the DNS management peculiarities. If you already have DNS management skills: adding records directly into a zone file and configuring the reverse DNS.
  34. 34. 34 CHAPTER 5 Managing Hosting Plans A hosting plan is a set of services you can sell. Depending on a hosting plan type, different types of services can be included in a plan. When HSP creates hosting plans, they can make a hosting plan available for Resellers. In this case, Resellers can copy such hosting plans and set own prices. In addition, Resellers can create own hosting plans. Hosting plans are managed under the Billing Director - Product Manager. The list of hosting plans displays the following: ID - Numerical identifier, automatically assigned to a hosting plan in HSPcomplete database. Title - A hosting plan name used to refer to a plan in HSPcomplete. In HSPstore, hosting plans are referred by their titles. Active - Whether this plan is enabled for use (create subscriptions from Provider Control Center and/or sell. Sell - Green tick in this column indicates that services, based on this hosting plan can be sold by the Hosting Provider or by Resellers, red cross - that not. Type - a type of hosting services provided by a hosting plan. Category - Categories are defined in Billing Manager/Settings/Hosting Plan Categories and used to logically group hosting plans Hosting Plan Trial - whether a free trial subscription period is available for a hosting plan or not. Green tick means that a trial period is available, red cross - that not. In This Chapter Hosting Plan Types ............................................................................................................... 35 Selling Plesk and SiteBuilder Licenses................................................................................. 35 Adding Hosting Plans ........................................................................................................... 36 Adding Custom Services to a Hosting Plan .......................................................................... 42 Promoting Hosting Plans ...................................................................................................... 43 Allowing or Disallowing Upgrades to a Hosting Plan.......................................................... 44 Calculations for the Hosting Plan Change ............................................................................ 44
  35. 35. Managing Hosting Plans 35 Hosting Plan Types The types of services you are going to provide (Virtuozzo VPS, Plesk domain, miscellaneous, etc.), can be agreed with your vendor. Hosting services types can be added by installing the relevant update obtained from the vendor. The set of hosting plan types is read-only in respect to its composition, but HSP can rename the hosting type in a way that, for example, seems more descriptive. To rename or view the hosting plan types available, go to the Billing Director - Product Manager - Setup - Hosting Plan Types tab. Then select the type and edit its name. Note: It is possible to create the trial-only hosting plans (for the types of hosting the trial period is allowed for). Selling Plesk and SiteBuilder Licenses HSPcomplete allows selling Plesk and SiteBuilder licenses as a part of services included in dedicated hosting plans: Dedicated Plesk server. Virtuozzo VPS (in case a hosting plan includes the Plesk Server Administrator application). A Virtuozzo VPS behaves like a Plesk server, but is not registered in HSPcomplete as a Plesk node. Plesk Server in Virtuozzo VPS (Plesk Virtual Node). A Virtuozzo VPS behaves like a Plesk server, and is registered in HSPcomplete as a Plesk node. The special plug-in for licenses generation (SWsoft Key Administrator), which can be installed similarly to the other plug-ins allows generating licenses on a customer order. The requisites and keys necessary for SWsoft Key Administrator (SWsoft KA) to work are issued by SWsoft. Depending on a HSP needs, SWsoft can issue a special key either for Plesk licenses provisioning only, or for SiteBuilder, or a key that allows generating licenses both for Plesk and SiteBuilder. Tools for license services management are grouped under the Service Director - License Manager. The list of licenses classes available for the SWsoft partner if shown under the License Manager - License Classes. A HSP selects license classes to sell by their own, according to their capabilities. If a HSP is in a position to generate licenses without the SWsoft KA, they can sell licenses without the use of this tool - the SWsoft KA is just the plug-in that generates licenses and it is not connected with the other HSPcomplete e-commerce tools provided for licenses provisioning.
  36. 36. Managing Hosting Plans 36 Adding Hosting Plans When you create a hosting plan, you can either copy one of the hosting plans owned by HSP or create a new one. The set of Hosting Plans available for copying should be agreed with Hosting Service Provider HSP). In this case, HSP either grants to a Reseller the right to sell one or more pre-configured Hosting plans, or creates one or more customized Hosting Plans that suit Reseller's needs in the best way. Hosting plans creation in HSPcomplete is rather simple: select the hosting type and follow the corresponding wizard. To create a hosting plan, go to the Billing Director - Product Manager - Hosting Plans and click the New Hosting Plan button. Several steps (1st,2nd, and the two final ones) are common for all types of hosting plans. Namely: The first step. Hosting plan type selection. Select the option: Create a copy of existing Provider's hosting plan to take one of HSPs plans. Please note that if HSP did not have plans available for Resellers, then this option will be not shown on the screen. If HSP offers some plans for copying, after you select this option, the list of HSP hosting plans available for copying appears on the screen. Set the option button to one or more hosting plane and click the Copy button. The new hosting plans will appear in your list. Create own hosting plan to create new hosting plan. In this case, please select the hosting plan type and click the Next button. The second step. General settings (on this stage you define the hosting plan general attributes and availability for sale): Title - Convenient alphanumeric identifier to refer to a Hosting Plan in common lists, Subscriptions, and documents (Orders and Invoices); Activating a Hosting Plan. This is the most general setting. Please, pay attention to the Active checkbox at the upper part of the form. This checkbox overrides absolutely all other availability settings. If the Active box remains unchecked, then nobody (including Provider) can provide services on the basis of the Hosting Plan (despite a certain availability permissions set). If you uncheck the Active box, this Hosting Plan will be immediately removed both from online store. Thus, you can easily and quickly suspend existing Hosting Plan or set availability permissions on creation stage and activate a Hosting Plan at any moment you consider reasonable. Setting sales permissions To sell this hosting plan in your online store, check the Sell this hosting plan in my HSPstore box. Trial settings. If you want to provide a certain period for customers to try a hosting plan for free, check the Customers can try this hosting plan box and indicate the duration of trial period.
  37. 37. Managing Hosting Plans 37 Define, whether the hosting plan will be available from the Control Panel Upgrade Center, for customers to upgrade their subscriptions to this hosting plan. If you check the Do not allow upgrade to this plan from the Control Panel box, this hosting plan will not be shown in the list of available upgrade offerings. Descriptions of a Hosting Plan that can be used in the HSPstore. Optionally: Attaching custom attributes: If at least one group of custom attributes (on page 42) was created and enabled for the selected type of hosting, you can optionally attach some additional services (custom attributes) to a hosting plan: Custom attributes are shown by groups. The group name comes first and the group type (exclusive or selectable) is shown in brackets directly after the group name: Selectable group. When subscribing to a Hosting Plan a customer can select one or more (or all) additional services from the set available. Exclusive group. When subscribing to a Hosting Plan a customer can select only one additional service from the set available. Note: You can change the group type from selectable into exclusive and conversely in the Billing Manager - Settings - Custom Attributes. Check the boxes next to the custom attributes names to add the custom services provided to customers within the Hosting Plan. You can specify whether the price for a custom service will be included in the Hosting Plan fee or will be offered at the special rate: To set both the setup and monthly fee for a custom service check the box only in the Enabled column next to the custom attribute name. To include the custom service in the Hosting Plan price check both the Enabled and Included boxes next to the custom attribute name. Optionally: Adding custom questions to be asked at the HSPstore when a customer subscribes for a hosting plan. Please, select the number of questions from the Create drop- down menu and click the Display button. The specified number of fields appear. Type questions into the relevant fields and click the Next button.
  38. 38. Managing Hosting Plans 38 Creating VPS Hosting Plan A VPS hosting plan provides Virtuozzo VPS (Virtual Private Server) with root access or without it, at Provider's choice. VPSs behave exactly like an isolated stand-alone server. HSPcomplete allows provisioning of Linux and Windows 2003 Advanced Server VPSs. To create VPS Hosting Plans, you need all the necessary OS and application templates installed properly. Please use the Service Director - Virtuozzo Manager - Applications or OS Templates to install templates. Linux OS templates are shipped together with HSPcomplete. Windows OS template can be registered in HSPcomplete directly from the servers running Virtuozzo for Windows.. Select the Virtuozzo VPS type of hosting. Enter the hosting plan title and other general settings as this described earlier in this guide, then follow the wizard: 1 Enter the billing rates: Specify the setup fees for all subscription periods in the Setup fee fields. The setup fee is to be once paid by a customer for subscription creation. Type the subscription fees for all subscription periods in the Recurring fee fields. The recurring fee is to be paid by a customer for a subscription period. In respect to subscription periods for provider and reseller(s), the appropriate checkboxes become enabled in accordance with availability settings made in hosting plan General Settings. Check the relevant checkbox(es) to set subscription periods to be offered at your online store and/or available for resellers. Please note that dedicated hosting plans cannot be resold, so there is no options for resellers in such hosting plans. Select the upgrade calculation fees. Note: When Reseller copies one of hosting plans owned by provider, they can sell this plan only in the frame of subscription periods a provider have defined for resellers. Hosting p[lan general availability for resellers can be set in a plan General Settings, and subscription periods available for resellers are to be set in a plan Billing Rates. 2 Specify the Virtual Private Server general properties: Select the hardware node platform (OS with Virtuozzo-enabled kernel) from the Platform drop-down menu. The platform selection will automatically define the set of OS templates (i.e., the OS installed on VPS) available. Only for Virtuozzo VPS hosting plans: You can check the Name-based hosting box to provide name-based VPS. Select the OS template (the OS the VPS will run) from the OS template drop-down menu. Define the availability of root access for the VPS (check the Root Access box to allow). This option is only available for IP-based VPSs (if the Name-based hosting box is unchecked). You can uncheck the Exclude system size from disk space box to provide the VPS with disk space partly occupied with the OS. 3 Set the billable resources rates:
  39. 39. Managing Hosting Plans 39 The pre-filled prices for resources are taken from the system-wide default prices (on page 46). You can set values for each parameter within the allowable range in the Included value textboxes. The included value defines the limit of resource usage included in a Hosting Plan price. And set the price for resource overusage or resources upgrade in the Cost for additional textbox. Note: Do not forget to indicate the price for additional units. It is important for correct recalculating of Customer Account balance in case of Hosting Plan upgrade. 4 If you have the SiteBuilder nodes registered, you can add the SiteBuilder service to the hosting plan. Check the Enable SiteBuilder service for this hosting plan box, select the SiteBuilder plan and enter the fees. 5 Adjust (if needed) the non-billable VPS resource-usage limits (i.e., the VPS configuration): 6 Adjust the DNS settings for the Hosting Plan: Select the name servers set for a new domain registration from the Name servers set drop-down menu. All domains purchased in the frame of the new Hosting Plan will be registered using name servers from the name servers set selected. And from the DNS Template drop-down menu, please select the DNS template that will define the standard set of resource records to be placed into the zone file for all domains registered in the frame of the Hosting Plan you are creating. 7 You can define one or more Hardware Nodes to host Virtual Private Servers created in the frame of a given Hosting Plan: 8 Select applications to be installed or available for installation on the VPS: Make an Application available within a Hosting Plan by checking the box next to an Application name (in the Enabled column). In this case, an Application will be offered in the store within the separate Price List, at a special fee, and a customer can buy it or not. In this case, the price for Application(s) selected will be added to Hosting Plan price (fees) in the Order total. And the applications that were not selected by a subscriber will remain available and can be installed by a customer from the Control Panel (after the corresponding invoice is paid). Include an Application in a Hosting Plan price by checking both the boxes next to an Application name in the Enabled column and in the Included column. In this case, an Application is included in Hosting Plan and a subscriber cannot refuse from such an Application when buying a Hosting Plan. However, a customer can uninstall an included application from the HSPcomplete Control Panel, using the Upgrade Center. In this case, the application remains available and can be re-installed by a customer from the Control Panel at any moment without any additional charges. Note that Enabled is the determining setting. If this box is not checked, the relevant box in the Included column is disabled. HSPcomplete allows providing the following VPS management tools for customers: HSPcomplete Control Panels, Virtuozzo Power Panel. Note: The HSPcomplete Control Panels and the most of the other applications are not available for SuSe or Debian VPSs. For such VPSs only the Virtuozzo Power Panel and SSH are available.
  40. 40. Managing Hosting Plans 40 9 You can provide the Plesk or SiteBuilder Licenses as part of services in the frame of a hosting plan. To include a License in a hosting plan check the box next to a License name (in the Enabled column). In this case, a License will be offered in the store within the separate Price List, at a special fee, and a customer can buy it or not. In this case, the price for a License(s) selected by a customer will be added to Hosting Plan price (fees) in the Order total. And Licenses not selected by a subscriber will remain available and can be ordered obtained by a customer from the Control Panel. To include a License in a Hosting Plan price check both the boxes next to a License name in the Enabled column and in the Included column. In this case, a License is included in Hosting Plan and a subscriber cannot unselect it. Enabled - is the determining setting. If this box is not checked, the relevant box in the Included column is disabled. Note: Licenses provisioning for VPS hosting plan is possible only if the Plesk Server Administrator application is included in the hosting plan. 10 You can optionally attach additional services (custom attributes) to a hosting plan as this described earlier in this guide. 11 Select the Plesk Applications to be available for installation inside the VPS in the same way as you have selected the Virtuozzo Applications set (step 8). 12 Set the traffic accounting: To enable accounting a traffic class for this hosting plan, check the Enable this traffic class for this hosting plan box on a traffic class form. The Create overusage invoice at the end of every billing month instead of limiting traffic with included value checkbox serves for switching the traffic accounting from the metered mode (the box checked) to the non-metered mode (the box cleared). The metered traffic accounting mode allows using traffic over the Included amount but up to the Maximum amount and paying for the traffic used over the Included amount at the end of month. The non-metered traffic accounting mode allows using traffic only up to the Included amount and in case a customer needs more traffic, he/she must order more at an additional fee, but no greater than the Maximum amount; after an order is paid, traffic will be provided. By default, each traffic class is set to the combined traffic accounting. If you want to account the incoming and outgoing traffic separately, clear the Combine incoming and outgoing traffic box. As a result the Combined Traffic fields on a traffic class become disabled and at the same time both the Incoming traffic and Outgoing traffic fields become enabled, so you can enter a special traffic limits and prices for incoming and outgoing traffic. To set the traffic limits and prices, specify the values in the fields next to a traffic type name (Combined or Incoming/Outgoing) you want to account: Select the units to measure traffic from the Units drop-down menu. If you do not want to limit traffic for the hosting plan subscribers, check the Unlim box next to the corresponding traffic type. If you want to set limits and prices, clear the Unlim box and enter limits and rates. Enter the monthly traffic amount included in the hosting plan price into the Included amount field. Enter the monthly traffic limit into the Maximum amount field. This will be the maximal traffic value allowed for customers subscribed for this hosting plan. Enter the price per additional traffic unit (selected from the Units drop-down menu) into the Overuse rate/Cost for additional field.
  41. 41. Managing Hosting Plans 41 13 Add custom questions to be asked at the HSPstore when a customer subscribes for a hosting plan as this described earlier in this guide. 14 Review the hosing plan parameters and finish its creation. Creating Miscellaneous Hosting Plan Miscellaneous is a special type of Hosting Plans that allow you to sell specific or supplementary services. Current implementation of HSPcomplete allows you to set such services via Hosting Plan custom attributes (on page 48). Select the Miscellaneous hosting type. Enter the hosting plan title and other general settings as this described earlier in this guide, then follow the wizard: 1 Enter the billing rates: Specify the setup fees for all subscription periods in the Setup fee fields. The setup fee is to be once paid by a customer for subscription creation. Type the subscription fees for all subscription periods in the Recurring fee fields. The recurring fee is to be paid by a customer for a subscription period. In respect to subscription periods for provider and reseller(s), the appropriate checkboxes become enabled in accordance with availability settings made in hosting plan General Settings. Check the relevant checkbox(es) to set subscription periods to be offered at your online store and/or available for resellers. Please note that dedicated hosting plans cannot be resold, so there is no options for resellers in such hosting plans. Select the upgrade calculation fees. Note: When Reseller copies one of hosting plans owned by provider, they can sell this plan only in the frame of subscription periods a provider have defined for resellers. Hosting p[lan general availability for resellers can be set in a plan General Settings, and subscription periods available for resellers are to be set in a plan Billing Rates. 2 Attach custom attributes that will be sold in the frame of the hosting plan as this described earlier in this guide. 3 Add custom questions to be asked at the HSPstore when a customer subscribes for a hosting plan as this described earlier in this guide. 4 Review the hosting plan parameters and finish its creation.

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