1.3.2 - Installation v2 Series Print

** The following instructions are for the wbTeamPro v2 Series Only **
For a list of all versions click here.

Installation of wbTeamPro will require FTP access to your WHMCS file structure and a general knowledge of file editing and permissions. It is strongly advised that you perform a complete backup of your WHMCS files and MySQL data before starting the installation process.

Downloading wbTeamPro

1. Login to your account
2. Click the "My Services" link
3. Select your Active wbTeamPro License and View Details
4. Download the Latest Version from the Downloads List
5. Make Note / Copy your License Key to be used during configuration

Disclaimer: Before First Run

wbTeamPro v2.0.0 utlizes a different file structure from previous versions.  If you have installed a previous version of wbTeamPro in the past, please follow these instructions for Upgrading the previous version FIRST.

wbTeamPro v2.0.0 will automatically insert or update database tables upon first run after installation.

NO CHANGES are made to any of the original WHMCS Database Table structures.

wbTeamPro integrates with database tables from the WHMCS system to create relationships with Administrators, Clients, and Support Tickets. wbTeamPro Email Notifications are generated using Email Templates stored in the WHMCS Email Templates database table (tblemailtemplates). With the exception of the email templates, all wbTeamPro data is stored in database tables starting with the prefix "tbladdon_wbteampro_" and can be removed without affecting the WHMCS system.

Backup Your Installation

Before making changes to your WHMCS installation, always remember to make a complete backup of the MySQL Database and WHMCS Installation files. If you are unable to make a backup, please contact your hosting provider and ask for assistance.

Upgrading Previous Version

If you are upgrading from a version previous to 2.0.0, please Click Here.

To upgrade your package, simple upload new package files over the existing installation.

Uploading wbTeamPro

1. Backup your existing WHMCS system Files & MySQL Database
2. Extract the contents of the wbTeamPro package to your Local Disk
3. Upload the contents of the "installation" folder to your WHMCS installation root.
   
   *ADMIN FOLDER* If you have changed the "admin" folder of your WHMCS,
   you will need to rename the "admin" folder of the installation before uploading.
   
   The Installation should include the following files:
   

   /{whmcs}/wbteampro.php
   /{whmcs}/templates/classic/header.tpl-example
   /{whmcs}/templates/classic/wbteampro.tpl
   /{whmcs}/templates/default/header.tpl-example
   /{whmcs}/templates/default/wbteampro.tpl
   /{whmcs}/templates/portal/header.tpl-example
   /{whmcs}/templates/portal/wbteampro.tpl
   /{whmcs}/admin/wbteampro.php
   /{whmcs}/modules/addons/wbDatabase.php
   /{whmcs}/modules/addons/wbteampro/{package_files}
   /{whmcs}/admin/templates/blend/menu.tpl-example
   /{whmcs}/admin/templates/original/menu.tpl-example
   /{whmcs}/admin/templates/original/sidebar.tpl-example
   /{whmcs}/admin/templates/v4/menu.tpl-example
   /{whmcs}/admin/templates/v4/sidebar.tpl-example
   

Update WHMCS Templates

The following instructions are for a standard WHMCS installation using the "v4" administrator template and the "default" client template. If you are not using the default templates then the following changes will need to be applied to your active template. The wbTeamPro installation comes with the following template examples:

/{whmcs}/templates/classic
/{whmcs}/templates/default
/{whmcs}/templates/portal
/{whmcs}/admin/templates/blend
/{whmcs}/admin/templates/original
/{whmcs}/admin/templates/v4

NOTE: You will need to make the following changes to all templates that are used.

You have TWO Options for merging the required changes:

• Option A - OVERWRITE the files if they are original
  
  
  1. Rename existing template files, add a "-orig" to the filename.
     

     /{whmcs}/templates/{template}/header.tpl-orig
     /{whmcs}/admin/templates/{template}/menu.tpl-orig
     /{whmcs}/admin/templates/{template}/sidebar.tpl-orig
     

  2. Rename the provided example files, removing the "-example" from the filename.
     

     /{whmcs}/templates/{template}/header.tpl-example
     /{whmcs}/admin/templates/{template}/menu.tpl-example
     /{whmcs}/admin/templates/{template}/sidebar.tpl-example

     
     
• Option B - EDIT the files if they are already customized
  
  
  1. /{whmcs}/templates/{template}/header.tpl (CLIENT SIDE)
     Edit the header.tpl-example file provided, find the "wbTeamPro Customization" lines and move them into your client template.
     
     
  2. /{whmcs}/admin/templates/{template}/menu.tpl (ADMIN SIDE)
     Edit the menu.tpl-example file provided, find the "wbTeamPro Customization" lines and move them into your admin template.
     
     
  3. /{whmcs}/admin/templates/{template}/sidebar.tpl (ADMIN SIDE)
     Edit the sidebar.tpl-example file provided, find the "wbTeamPro Customization" lines and move them into your admin template.

Assigning File Permissions

The ".project_files" folder will require write permissions for attachment storage (unless php is running as suPHP or PHPSuExec):

CHMOD 777 Writeable
/{whmcs}/modules/addons/wbteampro/.project_files

* APACHE USERS ONLY *
For improved security we have included an HTACCESS file to restrict direct access to the contents of your project_files folder.  To activate the included HTACCESS file, simply rename the following file:

Rename the file
/{whmcs}/modules/addons/wbteampro/htaccess.txt

to
/{whmcs}/modules/addons/wbteampro/.htaccess

Clear your Template Cache

After making changes to your templates you will need to clear the template cache files, otherwise your changes will not be visible which can be mistaken as an error. To clear your template cache, login to your WHMCS Administration interface and open the Utilities > System > System Cleanup page. From the System Cleanup page select the "Emtpy Template Cache" option to clear your template cache.

Activate the Addon Module

Once you have performed all the above installation steps, you are ready to activate your wbTeamPro Addon Module. To activate your wbTeamPro Addon Module, login to your WHMCS Administration interface and open the Setup > Addon Modules page. From this page you should see a line for the available wbTeamPro to be Activated. Click on the "Activate" link to finish the wbTeamPro installation process.

After activating the wbTeamPro Addon Module you will be forwarded to the wbTeamPro Addon Welcome Page and Installation Checklist.  You can return to the Welcome Page and Installation Checklist in the future by opening the Addons > wbTeamPro Project Manager page. Make sure that all items on the checklist are Green before you continue using wbTeamPro.

Activate Your License

Once you have activated the wbTeamPro Addon Module you will be ready to intall you License Key.  Your license key can be acquired by visiting the "My Services" tab of your client account on our website http://billing.holodyn.com/.

Once you have acquired your license key, click on the Addons > wbTeamPro Project Manager from your WHMCS administration.  From the Installation Checklist, click on the link indicating that the License Key is invalid.  This will forward you to the wbTeamPro license installation page where you will provide the license key and select a time zone for your installation.

Activate the Dashboard Widgets

wbTeamPro comes with dashboard widgets that can be used with the new WHMCS widget dashboard. To use the widgets you will need to activate them within the Administrator Roles manager of WHMCS. To activate the widgets, login to your WHMCS Administration interface and open the Setup > Administrator Roles page. Select your administrator role for editing and check the wbTeamPro widget checkboxes available.

Un-Installing wbTeamPro

To un-install wbTeamPro you will visit the wbTeamPro Addon module welcome page and select the Un-Install option.