PLESK SERVER ADMINISTRATOR 2.5

Chapter 10. Client Home Page

The Client Home page allows the administrator to perform various client management functions, such as:

  • Activating or Deactivating a Client

  • Editing a Client's Information

  • Accessing a Client Status Report

  • Editing the Preferences for a Client's account

  • Creating a New Domain for a Client

  • Registering and Managing the Domain Registration via MPC

  • Additional Services (Extras)

  • Domain List

  • Searching the Domain List

To access this page:

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the client name that you wish to update. The Client Home page appears.

Activating or Deactivating a Client

There are times when the administrator may need to deactivate all of a client's domains. To do this, you turn a client OFF. You must be logged on as a system administrator in order to turn a client ON/OFF.

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the client name that you wish to change. The Client Home page appears:

    The client's current status is listed in two status icons, such as: [OK][ON]

    The first status icon indicates the system status of the client:

    [OK] means that the client's account is operating within the defined disk space and traffic parameters.

    [!] means that the client has exceeded allocated disk space or traffic limitations in at least one of the client's domains. The PSA system evaluates disk space and traffic every 24 hours.

    The second icon indicates if the system administrator has activated this client:

    [ON] means that the client is activated.

    [X] means that this client is presently deactivated or turned off. If the client is turned off, all of the client's domains are deactivated and inaccessible.

  3. Click ON/OFF to change the client's status.

  4. PSA will ask you to confirm that you want to change the status of the client. Click OK to change the status, or Cancel to keep the current client status.

Editing a Client Information

Occasionally, you may need to change the information in a client's record (e.g. if the company needs to change its contact information). Changing a client on a PSA managed server is simple:

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the name of the client whose information you wish to edit.

  3. The Client Home page appears, listing the client status and the domains that the client owns (if any). To update the client data, click Edit.

  4. PSA displays the full client data page. Click in any text box to change or edit the information. Four data fields are required: Contact Name, Control Panel login name, Control Panel password and Confirm password. Be sure to complete these fields before saving the record.

  5. When you are done, click Update to save the revised information. The changes are activated immediately.

NOTE

You can exit the client editing function without saving your changes at any time. Click Up Level to discard the changes you have made to this record and to revert to the most recent version of the client record.

Accessing a Client Status Report

The Plesk Server Administrator (PSA) keeps a summary of important data for every client on the Plesk system. As an administrator you can view this information at any time. The client report includes the following information:

  • PSA build number

  • Client status

  • Company name

  • Control Panel login name

  • Creation date

  • Phone

  • Fax

  • E-mail

  • Street address

  • City

  • State/Province

  • Postal/ZIP code

  • Country

  • Interface language

To access the client status report, follow these steps:

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the name of the client on which you wish to receive a report.

  3. The Client Home page appears.

  4. Click the Report button to see the client's report.

  5. From here, you can do these things:

    • Email the report to the client or other individual administrators. You may want to do this, for example, if your client has forgotten his/her login information or if the client has exceeded account limitations and you want to remind him/her of an inactive status.

    • Enter the email address of the desired recipient of the report in the provided text box. Click the Send As E-mail button to send the report.

    • Return to the client record. Click Up Level to close the report and to return to the Client Home page.

    • Print a copy of the report. Select File/Print in your browser to print a paper copy of the report you are viewing.

Editing the Preferences for the account

When a client is added to the PSA system, in order to become a legitimate user this client needs to have the necessary permissions, privileges, quotas and limits set by the administrator. Click the Preferences button on the Client Home page to access the page with two buttons: Permissions and Logo Setup.

  • The Permissions button takes you to the Client Permissions page. This page allows you to enable or disable the client to perform certain functions within his/her account and to manage the resource allocated to the client.

  • The Logo Setup button takes you to the Client Logo Setup page. This page allows you to set up the logo preferences for the client's account.

To set up or modify the Permissions for the client, follow these steps:

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface and then click on the name of the client in the Client List at the Client List page. The Client Home page appears.

  2. Click the Preferences button, and then, when the Client Preferences page appears, click Permissions. The Client Permissions page appears.

  3. Check the Client can create domains checkbox if you wish to allow this particular client to be able to do that.

  4. A list of features available for setting limits follows. It includes:

    • Maximum number of domains the client can have

    • Total disk space

    • Total amount of traffic

    • Maximum number of mailboxes

    • Maximum mailbox quota

    • Maximum number of redirects

    • Maximum amount of mail groups

    • Maximum number of autoresponders

    • Maximum number of web users the client can create

    • Maximum number of databases

  5. To set the value of each of these items, check the corresponding checkbox placed to the left of the feature name, click in the text input field and enter the limiting value for this particular feature.

  6. To allow the client to create IP-based hosting accounts check the corresponding checkbox and select the set of available IP by choosing between All available IP and List available IP. For the latter, you can add or remove available IP using the Add and Remove buttons and the IP-list.

    NOTE

    All the above features may be edited only if the Client can create domains checkbox is activated, which means that the Administrator authorizes the Client to perform certain functions concerning creating new and managing existing domains. Otherwise, the Administrator is responsible for handling all such matters.

  7. Also you can allow or forbid the client to manage DNS zone and log rotation as well as set the number of lines displayed on the page containing the lists (i.g.: Domains List, Clients List, etc.).

  8. Click the Update button to submit the entered data. If you decide to not change the settings this time, simply click the Up Level button. Both will take you back to the Client Preferences page, one submitting the changes and the other one skipping any modifications.

To set up or modify the logo preferences for the client, follow these steps:

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface and then click on the name of the client in the Client List at the Client List page. The Client Home page appears.

  2. Click the Preferences button, and then, when the Client Preferences page appears, click Logo Setup. The Client Logo Setup page appears.

  3. To submit a logo you must have the desired graphics file on your local machine. Choose the file from your local machine and click on Send Logo. (*.GIF and *.JPG files only, 558x81 recommended).

  4. To submit a link, type the desired URL in the field provided and click on Send Link.

  5. The Default Logo button will revert the logo back to the default Server Administrator logo on default language.

  6. Click Up Level to return to the Client Preferences page.

Create a New Domain

When you create a new client record, you assign a domain to the client. Sometimes, you may need to add additional domains to a client's account. You can create a new domain for a client at any time.

  1. Access the client management function by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the client name that you wish to update. The Client Home page appears.

  3. Click the New Domain button.

  4. The Client Domain Creation page appears containing the client information.

  5. To create the new client domain, click in the New domain name text box and enter the name.

  6. Make sure a check mark appears in the WWW check box if users must include the WWW prefix to access this domain. If WWW is not required (typically because this domain is for local use only), click to clear the WWW check box so that it is unchecked.

    NOTE

    You must officially register a domain and Internet address before you create it in PSA. Use any Internet registration service to do this.

  7. Click Update to add the domain to the client's account. Repeat these steps to add additional domains.

    NOTE

    You can exit the domain creation function without saving your changes. Click Up Level to discard all changes you have made to this record and to revert to the most recent version of the client record.

Registering and Managing the Domain via MPC.

When a new domain is created it must be officially registered. There are a number of Internet services where you can register your domain but there is one that is offered by Plesk Inc.

To register a new domain, follow these steps:

  1. Access the Client Management page by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the name of the client whose domain you wish to register. The Client Home page appears.

  3. Click the Register button to access the MPC Gate page.

  4. From MPC Gate page you can access the services provided to you by My.Plesk.com. To do that, enter the MPC Login and MPC Password into the provided corresponding text input fields and click Log In.

    NOTE

    You can do that if you already have an account at MPC. If you do not, you can create one by clicking Create Account.

  5. You can check the Remember account checkbox to have you login and password remembered by the system. This way the next time you wish to access MPC, you will be taken directly to My.Plesk.com and will not be prompted to enter your login and password.

    NOTE

    This feature will save the login and password for anyone that accesses this Client record. This function is intended for use by the Client, and is not recommended for the Administrator of the server.

  6. In case you forgot the password, there is a button provided especially for such occasions: Forget Password? Click it and enter your MPC account login name when requested into the provided text input field. Your password will be sent via e-mail to the address specified in your Server Administrator profile.

  7. You can return to the Client Home page by clicking Up Level.

To manage already existing domains, follow these steps:

  1. Access the Client Management page by clicking on the Clients button at the top of the PSA interface. The Client List page appears.

  2. Click on the name of the client whose domain you wish to manage. The Client Home page appears.

  3. Click the Manage button to access the MPC Gate page.

  4. From MPC Gate page you can access the services provided to you by My.Plesk.com. To do that, enter the MPC Login and MPC Password into the provided corresponding text input fields and click Log In.

  5. You can check the Remember account checkbox to have you login and password remembered by the system. This way the next time you wish to access MPC, you will be taken directly to My.Plesk.com and will not be prompted to enter your login and password.

    NOTE

    This feature will save the login and password for anyone that accesses this Client record. This function is intended for use by the Client, and is not recommended for the Administrator of the server.

  6. In case you forgot the password, there is a button provided especially for such occasions: Forget Password? Click it and enter your MPC account login name when requested into the provided text input field. Your password will be sent via e-mail to the address specified in your Server Administrator profile.

  7. You can return to the Client Home page by clicking Up Level.

Additional Services (Extras)

From the Client Home page you can access external services (other than registering domains and managing domains registration) provided through My.Plesk.com. To do that, click the Extras button.

Domain List

Each domain entry lists the domain status, creation date and name. The domain status is represented by three icons to the left of the domain name:

[OK][ON][ON]

The first status icon indicates the status of the domain:

[OK] if the domain is operated within the disk space and traffic limitations.

[!] if the domain has exceeded disk space or traffic limitations. The PSA system evaluates disk space and traffic every 24 hours.

The second icon indicates whether the domain has been turned ON or OFF by the Administrator:

[ON] means that the domain is activated.

[X] means that this domain is presently turned off and presently deactivated or inaccessible. If the domain is turned OFF, no service will be rendered to the given domain.

The third icon indicates whether the domain has been turned ON or OFF by the client:

[ON] means that the domain is activated.

[X] means that this domain is presently turned off and presently deactivated or inaccessible. If the domain is turned OFF, no service will be rendered to the given domain.

When a new domain is created, a corresponding new entry is added to the Domain List. The Domain List also allows you to remove domains from the system. To remove one or more domains, follow these steps:

  1. Check the checkboxes in the Del column of the Domain List corresponding to the domains you wish to remove.

  2. Click on Remove Selected. The Domain Removal page appears.

  3. For every domain you chose to remove the Domain Name will be displayed.

  4. If you are certain that the displayed information is correct and wish to proceed with deleting, check the "Yes, I have read, understood, and agree to remove these domains" checkbox. Then click Submit. If you decide to not delete these domains or wish to modify the list of domains chosen for deletion, click the Cancel button.

  5. Both buttons will return you to the Client Home page, one committing the changes, the other one leaving everything unchanged.

Searching the Domain List

PSA allows you to search the Domain List for a certain pattern. It may help you in case you have a great number of domains in the system and you need to work with a particular one. To search in the Domain List:

  • Select the input field and type in the pattern string.

  • Click the Search button.

  • If there were any items found matching the pattern string entered, they will all be displayed in the form of the reduced Domain List.

  • If no matches were found it will be so stated.

  • The button Show All will revert to displaying the whole list of domains.

There is also another way to ease the process of working with a large list of domains. An option of sorting the list by several various parameters is made available to you. You can sort the Domain List by Problem State, Status (Admin), Status (Client), Creation Date and Domain Name. To sort the list by a certain parameter in ascending or descending order, click on the name of the parameter. An arrow will appear indicating the order of sorting: down for descending order, up for ascending.

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