Helm 4 - Revision history

JuanR: /* About this Module */

2022-08-16T11:36:11Z

‎About this Module

SarahK: /* About this Module */

2022-04-21T17:53:33Z

‎About this Module

SarahK at 17:14, 4 April 2022

2022-04-04T17:14:35Z

SarahK at 18:37, 17 December 2021

2021-12-17T18:37:55Z

SarahK: /* Setting up a Helm 4 Package */

2020-08-04T17:45:01Z

‎Setting up a Helm 4 Package

SarahK: /* Adding a Helm 4 Server */

2020-08-04T17:44:18Z

‎Adding a Helm 4 Server

John: /* Setting up a Helm 4 Package */

2015-12-23T09:52:06Z

‎Setting up a Helm 4 Package

John: /* Setting up a Helm 4 Package */

2015-12-23T09:51:41Z

‎Setting up a Helm 4 Package

John: /* Setting up a Helm 4 Package */

2015-12-23T09:51:15Z

‎Setting up a Helm 4 Package

John: /* Adding a Helm 4 Server */

2015-12-23T09:41:01Z

‎Adding a Helm 4 Server

@@ Line 1: / Line 1: @@
 == About this Module ==
 <div class="docs-alert-success">
 For our other Helm module, see [[Helm 3]].

@@ Line 1: / Line 1: @@
 == About this Module ==
 <div class="docs-alert-success">
-For our other Helm module, see [[Helm]].
+For our other Helm module, see [[Helm 3]].
 </div>
 The Helm 4 module allows you to add and manage Helm 4 servers in WHMCS.
@@ Line 8: / Line 8: @@
 | clientarealink = Yes
 | port = 8086}}
 == Adding a Helm 4 Server ==

@@ Line 1: / Line 1: @@
 {{Provisioning_Module
 | changepackage = Yes
 | clientarealink = Yes
 | port = 8086}}
-==Adding a Helm 4 Server==
+== Adding a Helm 4 Server ==
-#Begin by going to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Servers''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''.
+To set up a Helm 4 server in WHMCS:
 #Click '''Add New Server'''.
-#Enter the server name, IP address, select the server type "helm4" from the dropdown menu, and enter the username (the Account Name and Login Name for Helm must be the same) and password for the server
+# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Servers]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Servers'''.
-# The default port will be displayed. If your server is configured to communicate on a different port, check the '''Override with Custom Port''' checkbox and enter it into the Port field. For more information refer to [[Server Port Overrides]].
+# Click '''Add New Server'''.
-#Click '''Create Server''' to complete the process and add your new Helm Server
+# Select ''Helm 4'' from the menu.
-==Setting up a Helm 4 Package==
+=== Creating a Helm 4 Product ===
-#Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
+ You can create a product that provisions accounts on your Helm 4 server at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Products_and_Services|Products/Services]]''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
-[[Image:Helm1.jpg]]
+To find your role ID:
-The download gives you an Excel sheet as follows with each role and it's ID number that you need to enter into WHMCS.
+# Log in to the Helm 4 server.
-[[Image:Helm2.jpg]]
+=== WHMCS Connect ===
-You need the role ID of the role this package should have which is highlighted above.  You then need to do the same to get the Plan IDs by going to '''My Plans''' and then clicking the Excel download link as shown below.
+This module does not support [[WHMCS Connect]].
-[[Image:Helm3.jpg]]
+==Troubleshooting==
-The download produces a list like the one below in Excel where you can then take the Plan ID from which you need to enter into WHMCS.
+''N/A''
 {{modules}}

@@ Line 8: / Line 8: @@
 #Click '''Add New Server'''.
 #Enter the server name, IP address, select the server type "helm4" from the dropdown menu, and enter the username (the Account Name and Login Name for Helm must be the same) and password for the server
-# The default port will be displayed. If your server is configured to communicate on a different port, tick the '''Override with Custom Port''' checkbox and enter it into the Port field. For more information refer to [[Server Port Overrides]].
+# The default port will be displayed. If your server is configured to communicate on a different port, check the '''Override with Custom Port''' checkbox and enter it into the Port field. For more information refer to [[Server Port Overrides]].
 #Click '''Create Server''' to complete the process and add your new Helm Server

@@ Line 13: / Line 13: @@
 ==Setting up a Helm 4 Package==
-#Navigate to '''Setup > Products/Services > Products/Services'''
+#Navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Products/Services''' or, prior to WHMCS 8.0, '''Setup > Products/Services > Products/Services'''.
-#Click ''Create A New Product''
+#Click '''Create A New Product'''.
 #Configure the name, description, pricing and other options as necessary.
 #On the ''Module Settings'' tab set the Module Name to '''Helm4'''.

@@ Line 16: / Line 16: @@
 #Click ''Create A New Product''
 #Configure the name, description, pricing and other options as necessary.
-#On the Module Settings tab set the Module Name to '''Helm4'''.
+#On the ''Module Settings'' tab set the Module Name to ''Helm4''.
 # You will then be asked for the Role ID and Plan ID.  To find the Role ID, in Helm go to '''Account Settings > Customer Account Roles'''.  You can then click on the Excel download icon to get a list of roles & their IDs.

@@ Line 5: / Line 5: @@
 ==Adding a Helm 4 Server==
-#Begin by going to Setup > Servers
+#Begin by going to '''Setup > Products/Services > Servers '''
-#Click Add New Server
+#Click '''Add New Server'''
 #Enter the server name, IP address, select the server type "helm4" from the dropdown menu, and enter the username (Account Name & Login Name for Helm - must be the same) and password for the server
 #Click Create Server to complete the process and add your new Helm Server