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PLAD Control Panel Documentation

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					Reseller Setup Guide Summary
Our proprietary Private Label Application Delivery (PLAD) Control Panel allows you to manage your
reseller account. It provides you with the ability to securely provision Microsoft Exchange, Microsoft
SharePoint, Microsoft Windows Mobile, BlackBerry and Good Messaging services through the web-
based interface.

As a partner, you’re able to truly private label our control panel with your own custom URL’s and
branding, allowing you to skin the control panel with your web site’s look and feel.

This document provides instructions for you to get started as a reseller, and on all provisioning features
available through PLAD.



Steps for your Initial Setup
       Create your Plans and Pricing
       Define the URL’s to be used for your reseller services
       Setup your custom HTML branding of the Control Panel
       Select which Optional Services can be managed from the control panel
       Begin selling your custom Private Label Hosted Services



Plans and Pricing
As a reseller of our hosted Exchange services you can set your plans and pricing for Exchange services.
Our Shared Servers offer three different mailbox sizes for Exchange Server 2007 and Exchange Server
2003. To offer both Exchange Server 2007 and Exchange Server 2003 you must create plans for each
Exchange Version from the Plan Templates.

Available Plans:

Plan Name                                      Description                      Exchange Version
Basic 500                         Shared plan with 500MB of space                      2003
Standard 1G                       Shared plan with 1,000MB of space                    2003
Premium 3G                        Shared plan with 3,000MB of space                    2003
Basic 500 – 2007                  Shared plan with 500MB of space                      2007
Standard 1G – 2007                Shared plan with 1,000MB of space                    2007
Premium 3G – 2007                 Shared plan with 3,000MB of space                    2007
Create New Plans

1. Click Create Plan.
2. Plan is Active: This option is checked by default – you must keep this checked for the plan to be
    active.
3. Plan Display on Web: This option is checked by default – you must keep this checked for the plan to
    be visible in the control panel.
4. Plan Name: Enter a unique name for this plan.
5. Plan Description: Enter a description for this plan.
6. External Plan Code Useful for Billing Integration: Enter a unique code that will identify this
    particular plan. This is especially useful if you are utilizing our XML Web Services API.
7. Plan Only For Company: You can create plans specifically for one of your client/companies. If you
    would like to set this plan specifically for a client, you can select that client from the drop-down
    menu. NOTE: We do not recommend you assign specific plans to clients. Doing so may cause
    issues in the future if we change or introduce new plans. If this is the case, you would need to
    create new client/company specific plans when new ones are introduced.
8. Plan Only For Sub-Reseller: You can create plans specifically for one of your sub-resellers. If you
    would like to set this plan specifically for a sub-reseller, you can select that client from the drop-
    down menu. NOTE: We do not recommend you assign specific plans to sub-resellers. Doing so may
    cause issues in the future if we change or introduce new plans. If this is the case, you would need to
    create new sub-reseller specific plans when new ones are introduced.
9. Exchange Server Version: This option is pre-selected to either 2007 or 2003 depending on which
    plan you selected to create from the Template Plans
10. Service Costs:
         Customer Cost: The amount entered here will be used to calculate monthly service costs for
             your client’s mailboxes.
         Reseller Cost: The amount entered here will be used to calculate monthly service costs for
             your sub-reseller’s mailboxes.
         My Cost: This amount is set by us and cannot be changed. It is listed for informational
             purposes.
11. Disk Space Allocation and Costs:
         Disk Space Included in the Plan: The amount of space listed here is the included space, in
             megabytes, with this particular plan.
         For Customer Additional Disk Space: Extra disk space usage is charged in quantities of
             100MB. In this field you can set the amount you want to charge your clients for extra disk
             space usage.
         For Reseller Additional Disk Space: Extra disk space usage is charged in quantities of 100MB.
             In this field you can set the amount you want to charge your sub-resellers for extra disk
             space usage.
         My Cost: This amount is set by us and cannot be changed. It is listed for informational
             purposes.
12. Setup Costs:
         User Setup Cost: The amount entered here will be charged to your clients for every
            mailbox created with this plan.
         Reseller User Setup Cost: You can charge your sub-resellers a setup cost for every mailbox
            they add to their sub-reseller account.
         My Cost: As our reseller, we do not charge you any setup fees for Exchange mailboxes.
13. Click Save Changes to create your new Pricing Plan.
14. Repeat steps 1-13 to create new plans for each of the Template Plans that are available.

Modify Existing Plans

All active plans for your reseller account are listed in the “Generally Available Plans” list. If for any
reason you need to modify any of your active plans, you can do so here.

1. Select which plan you wish to modify by clicking Edit. When modifying any existing plan, please
   ensure you are in fact modifying the correct plan by checking the Plan Name field.
2. Make any necessary changes to the Pricing Plan and click Save Changes.

Delete Existing Plans

Once a plan is created it cannot be deleted; you can however deactivate the plan. If for any reason you
need to deactivate any of your active plans:

1. Select which plan you wish to deactivate by clicking on the Actions drop-down menu and clicking
   Deactivate.
2. Upon successful deactivation, you will see NO listed in the Active column next to that plan.




General Settings
Our General Settings section allows you to customize your “Reseller Settings”. In this section you will
define the URL’s to use for private labeling our services.

Automated Customer Signups

The PLAD provisioning system offers the ability for you to automate customer signups. Our automated
signup feature allows you to place a link on your website and have your customers sign up without any
manual intervention by you.

1. Allow new customers to signup online: Checking this option will enable your reseller account for
   automated signups.
   If you check this option, you must append the following partial URL to the URL you select for your
   control panel administration: /gs/AllSignup1.aspx?CLIENT_TYPE=1andPARTNER_TYPE=0
    i.e. You select my.yourdomain.com as your sub-domain alias for the control panel; the complete
   URL would be:

   https://my.yourdomain.com/gs/AllSignup1.aspx?CLIENT_TYPE=1andPARTNER_TYPE=0

   NOTE: Our sign up form will prompt your customers to enter their billing information (such as credit
   card details). However, due to Privacy Laws and our Privacy Policy we cannot share this information
   with you.

Sub-domains to be used for our Hosted Services

1. Your sub-domain alias for the Control Panel: This domain will be used by you and your clients to
   access the Control Panel. i.e. my.yourdomain.com. In your DNS records, setup
   my.yourdomain.com as a CNAME to My.MyOutlookOnline.com
2. Your sub-domain alias for Outlook Web Access (OWA)/WebMail: This domain will be used by your
   clients to access their mailbox via the web.
        Exchange 2007: In your DNS records, setup exch.yourdomain.com as a CNAME to
            exch1.MyOutlookOnline.com.
        Exchange 2003: In your DNS records, setup webmail.yourdomain.com as a CNAME to
            WebMail.MyOutlookOnline.com.
3. Your sub-domain alias for AutoDiscover on Exchange 2007: To use the new Exchange 2007 feature
   AutoDisover you must setup a special DNS record for your domain and pointing to our server. In
   your DNS records, setup ADR.yourdomain.com as a CNAME to ADR.MyOutlookOnline.com.
4. Your sub-domain alias for Outlook Mobile Access: This domain will be used by your clients to
   access their mailbox via a cell phone or PDA that has Internet access. In your DNS records, setup
   OMA.yourdomain.com as a CNAME to OMA.MyOutlookOnline.com.
   NOTE: Outlook Mobile Access is only available for Exchange Server 2003, it has been discontinued
   in Exchange Server 2007.
5. Your sub-domain alias for VPN (Virtual Private Network) Connections: This domain will be used by
   your clients who are running Windows 2000 or earlier; it is not needed for users on Windows XP or
   Windows Vista. In your DNS records, setup VPN.yourdomain.com as a CNAME to
   VPN.MyOutlookOnline.com.

Custom Reseller Settings

The following URL’s and information will be used for all communication that is conducted by our system
automatically. They will display in the Custom Support Answer Center and used for emails sent to users.

1. Company Name: Your company name as it should appear to customers on the website and in
   emails e.g.: Acme Exchange, Inc.
2. “From” Email Address: The “From” email address our system will use when sending emails to your
    customers e.g.: support@yourdomain.com.
3. “From” Name: The “From” name our system will use when sending emails to your customers e.g.:
    ACME Exchange Support.
4. Support Webpage: The page on your website for Microsoft Exchange Support information e.g.:
    www.yourdomain.com/Support/Exchange.htm.
5. Exchange 2007 OWA: Your Exchange 2007 Outlook Web Access / Webmail URL from Section 2
    above in Sub-domains to be used for our Hosted Services.
6. Exchange 2003 OWA: Your Exchange 2003 Outlook Web Access / Webmail URL from Section 2
    above in Sub-domains to be used for our Hosted Services.
7. Exchange 2007 AutoDiscover URL: Your Exchange 2007 AutoDiscover URL from Section 3 above in
    Sub-domains to be used for our Hosted Services.
8. Control Panel URL: Your URL for our Control Panel from Section 1 above in Sub-domains to be used
    for our Hosted Services.
9. Terms of Service: Your URL for your Terms of Service for your Hosted Exchange offering. If you do
    not have your own Terms of Service you can obtain a generic one from within the Control Panel
    under the “Marketing” section.
10. Phone Number: Your phone number that will be used by your clients for sales and support.



HTML Templates

Our Control Panel was built to allow for your own custom branding. You are able to use your own HTML
and CSS for customizing the Control Panel’s look.

1. Enable Branding: To enable your customized branding, check the box for “Use Custom HTML
   Template otherwise the default Template is used”.
2. HTML Head Section: In this section you can enter what you would typically insert between the

       <head>…….your code here…….</head>

   All references to files located on your web server must be references as an absolute URL, not a
   relative URL.
             Correct Reference: http://www.yourdomain.com/css/style.css
             Incorrect Reference: /css/style.css
3. HTML Page Top: Enter your HTML code that will be used for the Control Panel page header. Your
   code will be displayed above our Control Panel options. This section typically contains your
   company’s logo and navigation menu items, however you are free to design this in any way you
   choose.

   All references to files located on your web server must be references as an absolute URL, not a
   relative URL.
               Correct Reference: http://www.yourdomain.com/images/logo.jpg
               Incorrect Reference: /images/logo.jpg
           4. HTML Page Bottom: This section typically contains your company’s contact information, various
              company policies, copyright information, etc. Enter the HTML code that will be used for the Control
              Panel page footer. Your code will be displayed below our Control Panel options. All references to
              files located on your web server must be as an absolute URL, not a relative URL.
                        Correct Reference: http://www.yourdomain.com/images/logo.jpg
                        Incorrect Reference: /images/logo.jpg
           5. Limitations:
                    We do not support any server side code to be referenced within the template fields. For
                       example, you may not reference any ASP, PHP, .NET, etc. code in these fields
                    JavaScript code is not supported
                    If your branding does not appear and/or behave as you expect, we cannot debug your code.

           System Alerts

           The Control Panel sends out automated emails on various subjects. These emails are intended simply
           for notification purposes and will appear to have come “from” you as opposed to us.

           1. List of System Alerts:
                    New Signup Welcome Email
                    New Client Added
                    New User Added
                    View Invoices
                    Forgot Password
                    Maintenance Notifications
           2. Choose Whom Gets Notified:




Notification Type                                                          Notification Description

Default Setting                                      This setting will notify only the Primary Administrator
Notify All Users                                     This setting will notify all users, both administrators and non-
                                                     administrator users
Notify All Admins                                    This setting will notify all Administrators, including the Primary
                                                     Administrator
No Notifications                                     This setting will not notify you or any of your users
Notify Selected Email Addresses Only                 This setting will notify only the email addresses listed in the field
                                                     below the drop-down menu
Notify Reseller Users Only                           This setting will notify all users setup in your reseller account. This
                                                     only applies to your account if you have Exchange/SharePoint
                                                     enabled your account
Notify Reseller and Sub-Reseller Users Only           This setting will notify all users setup in your reseller account AND
                                                      all users setup for any and all sub-resellers you have
Notify Reseller, Sub-Reseller Users and Client        This setting will notify ALL users, including your account, sub-
Admins Only                                           resellers accounts, and client accounts




          3. Menu Styles: Styles that are available for the Control Panel
                  Default: Dark Blue Color
                  Silver
                  Light Blue
                  Crimson
          4. Optional Services Management Option:
                  To allow customers to sign up for SharePoint from within the Control Panel, check the box
                     next to “Allow customers to signup for SharePoint”.
                  To allow customers to sign up for the basic level of spam filtering, check the box next to
                     “Allow customers to sign up for spam filtering”.
          5. Click Save Changes.



          User Management
          The Control Panel offers the ability to manage all hosted Exchange access and functionality. You can add
          users either one at a time, or add multiple users (up to five). Adding the users individually will allow you
          to enter much more details about the user which gets published to the Global Address List on the
          Exchange Server; whereas adding multiple users at once will only allow you to enter the required
          information.

          Add Exchange Users

          From the user’s page, we have the ability to perform a few different actions listed under “Actions for
          ‘Your Company Name’”.

           Add MS Exchange Users:
             Single: You will be required to fill out the fields that have an asterisk symbol at the end (*). The
             additional email addresses box serves as a location to insert Alias email addresses. This will allow a
             user to receive email for multiple email addresses in one mailbox.

              Example: If Joe is a web master and would like to receive emails for both Joe@yourdomain.com and
              Webmaster@yourdomain.com he can simply insert that second email address in the “Additional
              Email Addresses” field.

              From this screen you can also make a user an administrator of the company. This will allow the
              administrator user to add users, activate additional services and change passwords.
   All other fields are optional and if filled out will appear in your company’s GAL (Global Address List).
   The optional fields become very useful when trying to obtain information such as phone number,
   home address, etc.

   Click on Save Changes to add the new user.

   Multiple: You will be required to fill out the fields that have an asterisk symbol at the end (*).

   From this screen you can also make a user an administrator of the company. This will allow the user
   to add users, active additional services and change passwords.

   To create only these 5 users, click on Create These Users to add the new users.

   To add even more users, click on Create These Users and Add More to add the 5 users and enter
   information for another 5 users.

Add Control Panel-Only Administrator Users

   You have the option of adding a user who is a Control Panel-Only Administrator. This user will not
   have an Exchange mailbox, but has permission to perform all Administrator functions.

Add Contacts and SharePoint Users

   External Contact: An external contact is used for users that need an email address with
   yourdomain.com but doesn’t necessarily require a mailbox on our system. This is commonly used
   for consultants.

   Example: Joe is an IT consultant for your company and you would like him to have an email address
   with yourdomain.com but you don’t want him to have full exchange features. When creating a
   contact you can have an email such as Joe@controlapanelhowtos.com that will forward/relay all
   email sent to that address to an external email address (such as a Gmail account).

   You will be required to fill out the fields that have an asterisk symbol at the end (*). The “Email
   addresses to receive email for” field serves as a location to insert Alias email addresses for the
   contact. This will allow a user to receive email for multiple email addresses in one contact.
   Example: If Joe is a web master and would like to receive emails for both Joe@yourdomain.com and
   Webmaster@yourdomain.com he can simply insert that second email address in the “Additional
   Email Addresses” field.

   From this screen you can also make a user an administrator of the company. This will allow the
   administrator user to add users, activate additional services and change passwords.
    All other fields are optional and if they are filled out they will appear in your company’s GAL (Global
    Address List). The optional fields become very useful when trying to obtain another user’s
    information such as phone number, home address, etc.

    Click on Save Changes to add the new contact.

Add SharePoint Users: This option allows you to create users that will have access only to your
SharePoint site (if setup). You will be required to fill out the fields that have an asterisk symbol at the
end (*).

    From this screen you can also make a user an administrator of the company. This will allow the user
    to add users, activate additional services and change passwords.

    All other fields are optional and if they are filled out they will appear in your company’s GAL (Global
    Address List). The optional fields become very useful when trying to obtain another user’s
    information such as phone number, home address, etc.

Modifying Existing Users

From the user’s menu you have a list of different actions you can perform on a per user basis which can
be found by clicking on the drop-down menu in the “Actions” column.

1. General Settings: This will allow you to edit information that we previous saw when we were first
   creating the user. This includes adding alias names, changing personal information, changing
   password and changing their role (user or administrator).

2. Advanced Settings: This option allows you to both restrict/enable and customize some exchange
   features.

    If you would like to have your email forwarded to another mailbox inside of your domain or to an
    external contact you have the ability to do so by selecting the name from the pull down menu.

    You may also choose which login and from address you would like to use. This will allow you to
    select between your primary email address and any additional alias names you may have created.

    You may also restrict/enable users from using certain protocols/services to access their mailbox.
    Some of the protocols/services you can either restrict or enable are VPN, IMAP, POP, OWA, OMA
    and the ability to change their own password.

    Under these settings you also have the ability to limit a user from receiving emails externally.
Optional Services

1. BlackBerry: This option allows you to enable BlackBerry Enterprise Server service for your
   BlackBerry handheld device.

    BlackBerry Enterprise Server features include:
     Two-way wireless synchronization of your Inbox, Sent Items, Contacts, Calendar, Notes, and
        Tasks.
     Two-way wireless synchronization of read/unread status, deletion, sent items and filing of
        messages to folders.
     Users can wirelessly set and manage their out-of-office auto-reply, change email filters and
        update their auto-signature.
     View attachments: Word, Excel, PowerPoint, PDF's and images.
    To enable the service, click on the Enable BlackBerry Service button. Setup instructions will be
    displayed on the Control Panel screen upon completion.

2. Good Messaging Server: This option allows you to enable Good Messaging Server for your
   SmartPhone and Windows Mobile Devices.

    Good Messaging Server features:
     Complete real-time wireless synchronization without the use of a cradle.
     Two-way wireless sync of email, calendar, contacts, notes, tasks, public folders and the Global
        Address List (GAL).
     Messages read on your handheld have two-way wireless sync of read/unread status, deletion,
        sent items and filing of messages to folders.
     View attachments: Word, Excel, PowerPoint, PDF’s and images.
    To enable the service, click the Enable Good Messaging Service button. Setup instructions will be
    displayed on the Control Panel screen upon completion.




Distribution List Management
A distribution list offers the ability to have emails delivered to multiple users within your organization.
With a distribution list setup, all emails sent to the distribution list address will be delivered to only the
users you specify.

To create a new distribution list:

1. Distribution List Name: The address for your distribution list is set in this field. For example, enter
    “sales” if you would like the email address for the list to be sales@yourdomain.com.

2. Description: Enter a description for the list e.g: Sales Department Distribution List.
3. Point of Contact: The Point of Contact is the administrator for the distribution list.

4. Hide from Address Books: Checking this box prevents this address from being listed in your
   company’s Global Address List. While this is not recommended, you may hide it by checking this
   option.

5. Members of this Distribution List: You can select the users who will belong to the distribution list
   from the list of users shown here. The box on the left side will contain all users and contacts
   currently active. To add a user to the list, click the username and click Add. To remove a user from
   the list, click the username from the box on the right side and click Remove.

6. Additional Email Aliases for this List to receive email at: You can add aliases to the distribution list
   in this field e.g: Entering productsales@yourdomain.com will set the address to also deliver to the
   selected users.

7. Allow Messages to this list: This option allows you to set who has permission to send to this list.
   The available options are:
             From All Internal and External Users
             Only from Selected Users
             From All Internal Users
   If you select the option for “Only from Selected Users”, you must select users from the box on the
   right side of the screen and click Allow.

8. Click Save to create the new distribution list.




Windows SharePoint Services
We offer Microsoft's Windows SharePoint Services 2.0 and 3.0, which allow organizations to quickly and
easily create websites for intranets and extranets. SharePoint lets you setup websites to communicate
with your coworkers, customers, and suppliers to share files, calendars, contacts, tasks, and any kind of
list. The best part is that you don't need to be a technical person to build these websites - everything can
be done via your web browser. However, advanced editing can be done using Microsoft SharePoint
Designer 2007 or FrontPage 2003.

Create a SharePoint Site

1. Log into the Control Panel and click on “SharePoint Sites”.
2. Click on “Add SharePoint Site”.
3. SharePoint Plan: Choose your desired SharePoint Plan from the drop-down menu. Available Plans
   are:


Plan Name                                  Description                            # of SharePoint
                                                                                       Users
SharePoint A                200MB Site including 20 SharePoint Users                      20
SharePoint B                500MB Site including 50 SharePoint Users                      50
SharePoint C              1,000MB Site including 100 SharePoint Users                    100
SharePoint D              2,000MB Site including 200 SharePoint Users                    200
SharePoint E              5,000MB Site including 500 SharePoint Users                    500
SharePoint F            10,000MB Site including 1,000 SharePoint Users                  1,000


4. SharePoint Site URL: Enter the URL you would like to use for your SharePoint site e.g.:
   sharepoint.yourdomain.com
5. Site Owner: Your users will be listed in this drop-down menu. The user selected will be set as the
   site administrator.
6. SharePoint Version:
    Windows SharePoint Services v2.0
    Windows SharePoint Services v3.0
7. Site Language: Currently, the only language available is English.
8. Click Create Site.


Secondary Domains
Secondary domains offer the ability to receive email at multiple domains within one central mailbox.
For example, your primary email address is user@primarydomain.com and you also want to receive
email for user@secondarydomain.com . Our system supports an unlimited number of secondary
domains (additional charges may apply).

1. Primary Domain: This will list your primary domain for use with our service.
2. Currently Configured Secondary Domains: Once you’ve set your secondary domains, they will be
   listed here.
3. Add/Remove Secondary Domains:
        1. Enter your secondary domain.
        2. Click Add Domain.
        3. Click Commit Domain Changes
Split Domain

A split domain will occur if your domain is shared between two mail servers; with some users at your
domain on one mail server and other users at your domain on another mail server.

When a domain has been split between two servers, email sent to users of the same domain, yet
outside of the Exchange environment, will bounce. The Exchange server will only look within the
Exchange server environment to determine where to deliver mail. Not recognizing the email address, it
rejects it.

Contact us to reconfigure your domain so the Exchange server redirects all unresolved email addresses
at your domain to your current mail server.


Server-Side Spam Filtering
The spam settings below are for our basic server-side spam filtering which utilizes Microsoft’s Intelligent
Message Filter. The software employs a heuristics-based analysis of messages to determine whether the
email is classified as unsolicited commercial email, spam, or legitimate email. It is capable of adapting
over time, making it possible to constantly improve its ability to catch unwanted messages and prevent
false positives.

Note: Any emails caught by the server-side spam filter will not be forwarded to your BlackBerry.

1. Spam Filtering: This is the overall setting for the filter and it can be enabled and/or disabled from
   this option. If disabled, all other settings are not effective.
2. Move to “Junk Email” folder threshold: Our recommended setting is “4”, and by default it is set at
   this level. All emails that are given a rating equal to or higher than this setting will be moved
   automatically to the user’s “Junk Email” folder.
   NOTE: The lower this setting is, the more emails will be caught
3. Delete Threshold: Our recommended setting is “8”, and by default it is set at this level. All emails
   that are rated equal to or higher than this setting will be automatically deleted at the server and
   cannot be recovered.
   NOTE: The lower this setting is, the more emails will be caught.
4. Spam Ratings: Ratings are based on a spam rating scale of 1 to 9. A rating of 9 means the email is
   almost definitely spam. Ratings of 1 means that it is almost definitely a legitimate email.
5. Special Notes: These settings will be applied to all users in your organization. Be extremely careful
   with the “Delete Threshold” as deleted emails cannot be recovered.


Company Details
Within this section you are able to edit your company’s personal information. You are also able to add
email addresses that you want to receive alerts if there is any type of system notification that has to go
out. All fields with an asterisk* are required fields and must be filled out.
Billing Details
Within the Billing Details you’re able to specify which users are to be charged and which users should
receive copies of the invoice. You can update your credit card information in this section as well.


My Clients
This section allows you to manage your clients for all available services.


My Resellers
This section allows you to manage sub-resellers for all available services.


Marketing
The Marketing section provides various marketing collateral created by us for your use.

				
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