How To Manually Set Up Clients in WHMCS

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WHMCS is an amazingly capable software allowing you to manage your clients from initial purchase, continued support, and billing management. However, if you already have clients and you’re looking to get started with WHMCS, you will need to get those clients into the new system. While this process does require some manual work, it is absolutely possible and once they are set up, the automation can take over from there! In this guide, I will show you how to manually set up your existing clients into WHMCS.

Adding A Client Profile and Product in WHMCS

  1. Log in to your WHMCS Admin dashboard
  2. Hover over Clients, then Select Add New Client.

add a client drop-down menu screenshot

  1. Fill in the form with the required information.

new client information form screenshot

    1. Client Profile Information
      1. First Name
      2. Last Name
      3. Company Name
      4. Email Address
      5. Password
      6. Address 1
      7. Address 2 (optional)
      8. City
      9. State/Region
      10. Postcode
      11. Country
      12. Phone Number
    2. Client Billing Information (where applicable)
      1. Payment Method
      2. Billing Contact
      3. Language
      4. Status
      5. Currency
      6. Client Group
      7. Credit Balance
    3. Account traits
      1. Late Fees
      2. Overdue Notices
      3. Tax Exempt
      4. Separate Invoices
      5. Disable CC Processing
      6. Marketing Emails Opt-out
      7. Status Update
      8. Allow Single Sign On
    4. Include any relevant Admin Notes
  1. Tick the box IF you would like to send New Account Information to the client upon creation
  2. Click Add Client. Once added it will take you to the “Client Profile”.

add client button highlightedViewing the Client Profile

The Client Profile screen contains all of the information for a given client, separated into tabs. We’ll review the tabs and the information you can find under each tab.

  • Summary: this shows the “at-a-glance” summary of the client

client summary tab screenshot

  • Profile: this tab contains the basic information you entered when you setup the client.

Client profile, profile tab highlighted

  • Contacts: Add and modify additional contact information for the client.

contact tab screenshot

  • Products/Services: New clients will have no products/services. Use the Click Here link to place a new order.

New product button highlighted

  • From the new order page, you can confirm client details, select a default payment method, enter Promotion codes, set the order status, select a matching cPanel package, and additional details about the new client package. If this is a new client, the cPanel account will be created and mapped automatically. For an existing client, enter the cPanel username and password for the account, then use the cPanel/WHM Import Tool to connect the client with their cPanel account.

cPanel/WHM Import Tool

  1. Navigate to “Utilities > cPanel/WHM Import”, then select the Server from the drop down.

cPanel import tool highlighted

  1. Sort through the Domains and check ONLY the domains you are looking to import. This can be done as many times as needed, so feel free to do them in short batches if that’s easier.
  2. Once imported, it will most likely create a new client profile. It could potentially match the new information based on matching cPanel email addresses and the client email addresses you create. If WHMCS matches the new information correctly, you’re done. If not, continue with the steps below.
  3. If the system creates a new client and ties in the product, navigate to that client profile.
  4. From the Import Generated Client Profile, navigate to Products/Services, then click on Move Product/Service.

move product button highlighted

  1. Enter Client ID (if you don’t know it, you can find those under Clients > View/Search Clients and finding the ID column). Click Transfer and the client will now be matched to the correct product information.

With this guide you can add all of your existing clients and get them set up on billing plans to fully automate your existing clients as well as all of your new sign ups. This guide was specifically regarding your cPanel clients. However, Liquid Web also offers a WHMCS Plugin that integrates with our Cloud platform allowing you to do this with any existing VPS or Cloud Dedicated clients you have as well! You can use these links to learn about our WHMCS offering and see the Liquid Web WHMCS Plugin.

 

How to Use the Mail Queue Manager in WHM

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The Mail Queue Manager feature in WHM allows you to view, delete, and attempt to deliver queued emails that have not yet left the server. It can be a handy tool for diagnosing a variety of issues with mail deliverability, such as spotting signs of a compromised account sending spam from the server.

Accessing Mail Queue Manager in WHM

If you are unfamiliar with how to access WebHost Manager (WHM), you can take a look at our article Getting Started with WHM.

Once logged into WHM, you can navigate to the Mail Queue Manager page by inputting the text “mail queue” into the search box above the left menu, then click the Mail Queue Manager option:

mail queue manager link in WHM

Searching for Queued Emails

From the Mail Queue Manager main page you will see a section for searching through these queued emails. You can input either a Sender, Recipient, or Message ID (a unique identifier the mail server gives each email sent and received) to filter through the queued messages.

Once you input a search for one of these options, select the corresponding option from the Select Query dropdown menu next to the text box: Search Sender, Search Recipient, or Search Message ID.

You can also select No Filter if you do not want to restrict the search to one of these specific options.

The search filter also includes a section to select a particular time frame by entering a Start Date and End Date. This will filter the search results down to emails that fall within this time frame. Please note: WHM only retains this data for 10 days, so email outside of that time frame will not be included in the search results.

Once you’ve input the text to search, and selected the filter options, click the Run Report button.

Below is an example of a search for all messages in which the sender of the email matches “user@domain.com”:

mail queue search screenshot

Viewing Queued Emails

To view an email currently in the queue, under the Actions column, click the magnifying glass icon:

example of email in the mail queue

This will display the email’s simple headers, text content, and provide you with options to delete the email, attempt delivery, download the email in .eml format (which you can open in mail client applications such as Microsoft Outlook), or view the email’s extended headers and control data:

example of email header detail in the mail queue

Delivering Queued Emails

As shown above, you can view a specific email and click Deliver Message Now to attempt delivery of the message. You can also select messages from the main page of the Mail Queue Manager and click Deliver Selected:

detailed view of the mail queue

The option Deliver All will attempt to send out all emails currently in the queue.

Deleting Queued Emails

To delete an email currently in the queue, you can view a specific email using the instructions above and then click Delete Message.
Multiple emails can be deleted from the queue using the main page of the Mail Queue Manager. You can either select each email you’d like to remove and then click Delete Selected, or you can remove all queued emails by clicking Delete All.

Unfreezing Frozen Queued Emails

You may see emails listed as Frozen under the Status column. These are emails that failed to deliver after multiple attempts, so in order to help the queue continue to run efficiently, the system will ‘freeze’ these emails. To unfreeze an email, you can click the second icon under actions:

frozen email in the mail queue

Once unfrozen, the email will attempt to send during the next queue run. Forcing a delivery attempt of a frozen email will also unfreeze the selected email.

Multiple frozen emails in the queue may indicate an issue that requires further investigation, such as a remote mail server blocking the mail transaction.

For more information on diagnosing email deliverability issues, you can take a look at our article entitled Troubleshooting: RBLs and Email Delivery Problems (Rejected Email Messages).

How to Configure and Deploy CloudLinux’s Node.js Selector

Reading Time: 5 minutes

Why Node.js for CloudLinux?

In the last few years, the stability and ease of use of Node.js has lead to heavy adoption in application development.  However, deploying and configuring a Node.js application to work with cPanel presents a number of hurdles. CloudLinux’s recently released Node.js Selector is a great solution that includes a graphical interface to make deployment go more smoothly. To use this utility, you will need to have CloudLinux installed along with the LVE Manager plugin. In this configuration, your Node.js application will also benefit from the resource usage monitoring that comes with the CloudLinux LVE Manager. Continue reading “How to Configure and Deploy CloudLinux’s Node.js Selector”

Install Multiple PHP Versions Using EasyApache 4

Reading Time: 8 minutes

EasyApache 4 installs, configures, updates, and validates your Apache, PHP and other services on your server. EasyApache 4 also supports multiple versions of PHP.  This allows you to assign different versions of PHP to each of your domains. There are great tools that have been implemented with EasyApache 4 that makes managing PHP versions simple. Two of these are the MultiPHP Manager and MultiPHP INI Editor. These can be found within the Web Host Manager, or “WHM” for short.  With the addition of these tools in cPanel/WHM, users can now complete most of these tasks from the Graphical User Interface. However, it is worth mentioning, attempting these tasks from the command line is recommended as we have seen better performance when compiling Apache builds.  

Note:
If you are still using EasyApache 3, please contact our support for assistance upgrading your server to EasyApache 4. EasyApache 3 is no longer being supported as of December 31st, 2018. This means there will be no further updates for this service. This can create security risks and should be addressed. Also, cPanel will not allow you to update to version 78 or newer using EasyApache 3. Before considering upgrading, please be sure you meet the following requirements.

EasyApache 4 requirements

  • Utilize Apache 2.4 or newer, updating Apache from 2.2 to 2.4 can be done from WHM using EasyApache 3, but it is recommended to run from the command line.  You can read more about this here.
  • It is recommended for the system to use suPHP as the default PHP handler.  More information on handlers can be found here.
  • CentOS 6, CloudLinux 6, Red Hat Linux 6 or higher

          

Note:
If you are still running CentOS 5 or older “due to the security risks” we would highly recommend migrating to a newer operating system as soon as possible. More than likely your current server’s hardware is also obsolete. Due to the complexities of our packages, we would recommend migrating to a new server. If you need any assistance choosing a new server, please reach out to us. Our team will gladly assist you in selecting the perfect package that will provide you with the best performance possible.

  • PHP versions 5.4 or higher. If your site is using PHP 5.3 or older, you will need to update and confirm your site is compatible with PHP Versions 5.4 or higher.  
  • MySQL/MariaDB are using updated hashes. The older versions of MySQL use an incompatible hashing algorithm.  Mysql 5.6 and later use an updated secured hash.  Since EasyApache 4 uses mysqlnd “the MySQL Native Driver” this will need to be addressed before upgrading since mysqlnd does not support older hash.  

Once you have met these requirements, your server is ready to upgrade EasyApache 3 to EasyApache 4.  When upgrading EasyApache we would recommend beginning this task at a time your server is not expecting much traffic as the process can take 20 minutes to a few hours.  This depends on your specific server’s performance and overhead. If you require any assistance with meeting the requirements needed to upgrade or would like to schedule an upgrade.  Please call, start a chat or submit a ticket with our support team.

Other than the requirements there are a few other obstacles you may need to check.

  1. Be sure the suPHP_ConfigPath directive is not being used in any .htaccess file as unexpected behavior may occur. You can correct this by removing or commenting this directive out within the .htaccess file. (The .htaccess can be found in /home/$cpaneluser/public_html  or /home/$cpaneluser/)
  1. Find any php.ini or .user.ini that will try to reference the old environment variable,  extension_dir, either the line will need to be removed or corrected. (The .php.ini/.user.ini can be found in /home/$cpaneluser/public_html  or /home/$cpaneluser/)

Upgrading EasyApache 3 to EasyApache 4 Script

Access your server via SSH and insert the following command:  

/scripts/migrate_ea3_to_ea4 –run 

To revert back to EasyApache 3

/scripts/migrate_ea3_to_ea4 –revert –run

Once EasyApache 4 is installed, please be sure to test your sites for any errors and confirm that WHM/cPanel is up to date.

 

Configuring Apache and PHP Using EasyApache 4 

1. Login to WHM and access EasyApache 4 by using the search bar.

       WHM >> Software >> EasyApache 4

2. Once you have navigated to EasyApache 4 you can view, customize and provision available EasyApache profiles.  Click the  button under Currently Installed Packages.

Note:
By default EasyApache 4 comes with additional profiles that help minimize setup up time as there are a few options tailored to the end users’ needs. If needed you still have the ability to create your own profiles for even further customization. For more information on EasyApache 4 profiles, you can view this documentation from cPanel.

3. From the “Apache MPMmenu you can select which MultiProcessing Module, or “MPM” you would like to use.  This will determine how Apache will handle incoming requests and how it processes them. You can select which MPM you would like to use by clicking the toggle button to the right of the module. If you are unsure on which MPM to use, check our tutorial to help you decide. Once selected click Next.

4. The “Apache Modules” section will allow you to select and install needed Apache Modules.  Once the needed modules are selected, click Next. Apache Modules can add extra functionality to Apache.  For example, the mod_ssl module can be selected from this interface.  This allows Apache to process traffic using the Secure Sockets Layer “SSL v2/3” and TLS “Transport Layer Security”. For more Information on Apache Modules visit this link, which details more specific information on Apache Modules.

5. From the PHP Versions menu, you can select which versions of PHP you wish to install.  WHM will automatically check for extensions currently being used by other versions of PHP on your server.  More than likely these extensions are currently being used by one of your domains, and because of this, we recommend selecting the PHP X.X and Extensions button when selecting a version.  After you have selected the versions you want to install, click Next.

Note:
If possible we would highly recommend using the most recent version of PHP as PHP version 5.6 and 7.0 will no longer have security updates as of January 1, 2019. For more information on supported PHP versions visit this link.

6. From the next menu, the PHP Extensions menu, you can select all PHP extensions you require.  PHP extensions enable particular functions used in your PHP code, an example of this would be if your PHP code communicates with MySQL you will need to utilize the mysqlnd extension.  EasyApache 4 has already selected recommended extensions that existed on previously installed versions of PHP on your server by default.   A good tip is to limit the selection view to only the version of PHP you are installing.  You can do so at the top of this page by deselecting the boxes next to Filter by PHP Version.  Once you have selected your PHP extensions click Next.

7.  The next two sections are not commonly used, however, they are included for those that require these functions.  Ruby via Passenger allows you to integrate Ruby, Node.js, and Python applications on your server.  Within this menu, you can install/select which Ruby modules you would like to use.  More information on this can be found in this link

Within the Additional Packages menu, you can select custom packages to be installed on your server.  Currently, by default, the only option available is Tomcat 8.5.  Tomcat is a Java Servlet Container that allows you to run Javabased application on your server. You can save the profile to be used for later by clicking Save as profile button on the bottom-right corner of the page.

Once you have finished your selections, click Next or Review.   You should see a notification like the one we have included below.  This can take a few minutes to complete so allow it some time to poll your results.

8.  Please be sure to review this next page to make sure you have selected the desired configuration. If you notice anything is missing or should be changed, you may return to the relevant menu to adjust the selections. Once reviewed, scroll down to the bottom of the page and click the Provision” button.Once you have begun provisioning, please allow EasyApache some time to finish.  You will be prompted once the process has finished.

Congratulations, you have selected an MPM, installed additional Apache Modules, PHP versions, and PHP extensions using EasyApache 4.

 

Using the MultiPHP Manager from WHM

cPanel’s MultiPHP Manager allows users to manage cPanel accounts PHP configuration on a per domain basis.  This feature is only available on EasyApache 4.  You can also set the systems default global PHP version for all accounts, enable PHP-FPM globally or per domain, and adjust PHP-FPM pool options.

Selecting System default PHP Version 

  1. Navigate to the MultiPHP Manager (WHM >> Software >> MultiPHP Manager)
    Note:
    Setting the system default PHP version will not change the PHP version for all domains. Your cPanel account “if not defined” is set to inherit by default. If the inherit option is enabled, the account will use the system’s default PHP version.
  1. Click Edit under System PHP Versions.
  1. Select the desired PHP version and click Apply. You should see a Success notification at the top right of the page if the change was successful.  It will also display any errors that may have occurred. 

Define PHP Versions per Domain

Within the MultiPHP Manager, you also can set the desired PHP version on a per domain basis.  

  1. Select the domain or accounts you wish to alter.
  2. Click the dropdown menu located in the PHP column.
  3. Select your desired PHP version. The interface will prompt you once the change has completed.

 

Changing PHP Versions on Multiple Accounts

  1. Select which accounts you would like to alter by clicking the check boxes next to the domain.
  2. Click the dropdown located in the type right.
  3. Select the desired PHP version and click Apply The interface will prompt you once the change has completed.

 

MultiPHP INI Editor

MultiPHP INI Editor is a great tool that allows you to manage PHP settings per version.  You can quickly edit the most commonly adjusted PHP directives from within the Basic Mode or for more advanced users you can edit the configuration files directly using the Editor Mode.   For information on directives, please read PHP’s documentation which can be found here.

To access the MultiPHP INI Editor login into WHM. (WHM >> Home >> Software >> MultiPHP INI Editor)

Basic Mode allows you to view and edit directive values for your selected PHP version.  WHM will save changes to the PHP configuration file.  Also, directives will only show if the version of PHP you are editing supports that directive. With WHM assistance this greatly helps minimize errors as the syntax within these files are sensitive.  

Edit PHP Configuration Using MultiPHP INI Editor in Basic Mode

  1. Select a PHP version from the dropdown menu.
  2. Adjust directives as needed.  For example, you can increase upload_max_filesize by editing the field to the right of the directive.
  3.  Click Apply to submit changes.  If the edit was submitted successfully WHM will notify you at the top right of the page.  It will also inform you if any errors have occurred.
  4. Adjust directives as needed.  For example, you can increase upload_max_filesize by editing the field to the right of the directive. 
  5.  Click Apply to submit changes.  If the edit was submitted successfully WHM will notify you at the top right of the page.  It will also inform you if any errors have occurred.

 

Edit PHP Configuration Using MultiPHP INI Editor in Editor Mode

Editor Mode allows you to modify additional directives and PHP configurations that are not available in Basic Mode.  Please note, errors within this interface can result in errors causing PHP scripts not to function correctly.  Unlike Basic Mode which loads directives available to that version of PHP, Editor Mode loads the contents from the .ini file for the selected PHP version.  If the file does not exist then, the interface will load a blank editor.  When saving values or configurations to a blank editor, the systems will create a new file. 

  1. From within MultiPHP INI Editor click the Editor Mode tab. 
  2. Click the dropdown menu to select PHP Version.
  3. The Editor will open the file as a text document. From here you can simply edit the configuration to your needs.
  1. Click Save to submit your changes.  If the changes were successful WHM will display a success notification in the top right of the screen as well as any errors that may have occurred.  

EasyApache 4 makes adjustments and server tuning a breeze.  However, there is still a chance the end user can make a fatal mistake.  A quick call to our support staff could bring a quick resolution to your issue.  There are some cases where the best solution possible, is the fastest the end user can apply themselves.  For cases such as these, we would highly recommend utilizing our Cloud Backups.  Cloud Backups offer an extra layer of protection as your backups are stored on a remote device we manage here at Liquid Web.  This ensures full restoration in the unlikely event of a total system failure. The end user can manage and restore easily from our manage page.  For more information on how Cloud Backups can work for you visit products page

Editing MX Records

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How to Edit MX Records in DNS

Perhaps you are moving from using your web server for e-mail to a new service that offers advanced features such as Liquid Web’s Premium Business Email Hosting, or maybe you want your e-mail address to better reflect the business you conduct with your inbox. Either way, when changing mail servers, you will find yourself editing MX records. Each time you send a message, these records help an e-mail server figure out how to get your message where it needs to go. Once the message is ready to leave the server you send it from, it looks up the record for the domain where your receiver checks their mail. By the end of this article, you will be able to edit your domain’s MX records in cPanel or Plesk.

Continue reading “Editing MX Records”