certum certificates for whmcs certificates...wildcard ssl certificate (multi domain) wildcard...
TRANSCRIPT
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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
Certum Certificates For WHMCS
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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.