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1 Certum Certificates For WHMCS Installation, Configuration & Management

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Page 1: Certum Certificates For WHMCS Certificates...WildCard SSL Certificate (Multi Domain) WildCard certificate configuration is similar to the configuration of a single domain SSL certificate

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Certum Certificates For WHMCS

Installation, Configuration & Management

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Table Of Contents

1. About ................................................................................................................................................ 3

2. Installation ........................................................................................................................................ 4 3. Configuration & Management ......................................................................................................... 6

3.1. Client Area ........................................................................................................................... 6 3.1.1. Order & The First Step Of Configuration ............................................................... 6

3.1.2. The Second Step Of Configuration ....................................................................... 10 3.1.3. Certificate Management ........................................................................................ 14 3.1.4. Renew Certificate .................................................................................................. 18

3.2. Admin Area ........................................................................................................................ 19

3.2.1. Reissue Certificate ................................................................................................ 21

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1. About

Certum Certificates For WHMCS allows you to offer a wide variety of certificates from your own

WHMCS. Additionally, your customers can manage theirs certificates straight from your WHMCS client

area.

Client Area Features:

Configure Certificate

View Certificate Details

View Certificate

View Contact Details

Send Certificate

Request Notification Emails

Renew Certificate

Request Cancellation

Admin Area Features:

Create/Terminate Certificate

View Certificate Details

View Certificate

View Contact Details

Send Certificate

Request Notification Emails

Renew Certificate

Request Cancellation

Additionally:

Supports WHMCS V5 and Later

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2. Installation

In this section we will show you how to set up a product.

1. Let's start by downloading Certum Certificates For WHMCS.

2. Upload archive to your WHMCS root folder and extract it. Files should automatically jump into their

places.

3. If you are using template other than default, copy into it files configurecertificate.tpl and

configuressl2.php located inside of your_whmcs/templates/default. Additionally, remove all files

from your_whmcs/templates_c folder.

4. Log in to your WHMCS admin area, go to Setup → Products/Services → Products/Services and

press Create a New Group.

5. Fill in Product Group Name (a product group will be visible under that name in your WHMCS

system) and press Save Changes.

6. Afterwards, press Create a New Product. Choose a previously created product group from a

Product Group dropdown menu. Fill in Product Name and press Save Changes.

7. Set up recurring pricing at the Pricing tab. More information about setting up this tab can be found

here: http://docs.whmcs.com/Products_and_Services#Pricing_Tab .

8. Go to Module Settings tab and select CERTUM_Certificates from Module Name dropdown

menu. Now, fill in user access details into Username and Password fields and press Save Changes.

9. Next, select the product you wish to offer and approve method using Product and Approve Method

dropdown menus. Additional settings required depend on the type of certificate you wish to offer.

Save settings through pressing Save Changes.

Product – a certificate type you are going to resell.

Approve Method – defines verification method.

Additional Domains – allows your client to define up to 10 domains in a certificate.

Domains Limit – defines the limit of domains configured in one cerfiticate, recommended

to use with Allow To Add More Domains checkbox enabled.

Allow To Add More Domains – user is able to add domains within the limit provided in

Domains Limit field.

Validation Type – defines validation accuracy, basic is a cursory validation while advanced

is a thorought one.

WildCard – marking this checkbox is required if the chosen certificate is of a wildcard type.

10. You have successfully set up a Certum Certificates For WHMCS product.

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Fig. 1: Sample settings of the Certum Certificate For WHMCS product.

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3. Configuration & Management

At this section we will show you how to manage and configure your Certum Certificates For

WHMCS to fit your needs.

3.1. Client Area

All information about client area side of Certum Certificates For WHMCS can be found at this

section.

3.1.1. Order & The First Step Of Configuration

Let's start by ordering a previously configured product. At this step your client doesn't need to

choose a domain, therefore we recommend leaving Require Domain checkbox at the product

configuration unchecked.

Fig. 2: Certificate product on the order form.

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The next step your client has to undertake is configuring the certificate. Press Click to configure

certificate to proceed.

Fig. 3: Certum Certificates product at the client area.

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Now, fill in CSR and contact details. Do not forget to save the private key generated along with

CSR.

Note: Contact details have to match the details used to generate the CSR.

Fig. 4: Certificate configuration. Step 1. Providing details, part 2.

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It is important to fill in the last field. Providing Verification Phone Number allows Certum to verify

your data through a phone call. Otherwise, verification will be based on the documents you sent.

Additionally, scroll down and make sure administrative contact information is correct. Confirm

through pressing Click to Continue.

Fig. 5: Certificate configuration. Step 1. Providing details, part 2.

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3.1.2. The Second Step Of Configuration

The second step varies depending on the certificate type your client ordered. Below we will discuss

all types of them.

ID Certificate As you can see on the following screen, your client is unable to choose any options at the second

step of configuration.

SSL Certificate (Single Domain)

This type of certificate allows your client to choose verification method as well as decide whether to

protect the site with www or not.

Fig. 6: 2nd

step of certificate configuration for ID certificate.

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SAN SSL Certificate (Multi Domain) SAN certificate offers protection of multiple domains. Your client can define multiple domains but

only if Additional Domains option at the product settings is enabled. The default amount of fields

is 10, you can allow your client to add even more domains by checking Allow To Add More

Domains in the product configuration.

Fig. 7: The 2nd step of certificate configuration for single domain SSL certificate.

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Fig. 8: The 2nd step of certificate configuration for multi domain SSL certificate.

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WildCard SSL Certificate (Multi Domain)

WildCard certificate configuration is similar to the configuration of a single domain SSL certificate.

The only difference is protecting all subdomains of the domain.

Microsoft Code Signing This type of certificate enables your clients to sign code used in Microsoft family operating system.

Fig. 9: The 2nd step of certificate configuration for WildCard SSL certificate.

Fig. 10: The 2nd step of Microsoft Code Signing certificate configuration.

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3.1.3. Certificate Management

Your clients are able to fully manage their certificates from your WHMCS client area. As you can

see on the following screen, basic information about the certificate is shown on the main page of the

product. Additionally, you can view the certificate and the contact details through using

corresponding buttons marked on the following screen.

Fig. 11: Certum Certificates For WHMCS client area.

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At the certificate page you can view your certificate as well as download it as a .cer file using Save

button.

Fig. 12: Certificate page at the client area.

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Contact page contains contact details provided during certificate configuration.

Fig. 13: Contact details at the client area.

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Using Management Actions dropdown menu your client can access previously shown pages.

Additionally, they can send certificate, resend notification email, renew certificate and request

cancellation of certificate.

Send Certificate – certificate details are sent to the certificate owner.

Resend Notification Email – verification mail is sent once more with details provided earlier.

Renew Certificate – extend certificate lifetime by next cycle.

Request Cancellation – active certificate is requested to be removed.

Change Approver Email – allows to change a chosen approve method, available only for a few

certificates.

Fig. 14: Certum Certificates For WHMCS with additional actions at the client area.

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3.1.4. Renew Certificate

Your clients are able to renew their certificates straight form your WHMCS client area. Remember,

product has to use recurring payment type to allow renew action. After user has filled the form out

and a server accepts it, a new certificate will replace the expired one.

Press Renew Certificate under Management Actions to proceed. To send renew request you need

to fill in a serial number and the CSR or a PEM and the CSR. In an example below, we are using the

serial number and the CSR to renew the certificate. Serial number can be found at the main page of

certificate in the client area.

Fig. 15: Certificate renewal form.

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3.2. Admin Area

From the admin area you are able to manage your client's product. On the screen below you can see

the admin area of a correctly configured and verified certificate. All the actions available at the

client area are also accessible from the admin area. In addition, you are able to manually create and

terminate the certificate.

Fig. 16: Admin area of configured and verified Certum Certificates For WHMCS product.

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In order to view the certificate, press Details button.

Fig. 17: Admin area of Certum Certificates For WHMCS with a displayed certificate.

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3.2.1. Reissue Certificate

You are able to reissue the certificates straight from your WHMCS admin area. Remember that this

option is accessible in the admin area only. After you filled the form out and a server accepts it, a

reissued certificate will be available again.

To proceed, go to Products/Services tab and press Reissue button found within Module

Commands. A popup window will show up. To send reissue request you need to fill in the CSR.

Serial number is provided automatically.

Fig. 18: Admin area of configured and verified Certum Certificates For WHMCS product.

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Fig. 19: Certificate reissue form.