Omni Secure Installation

Lets Begin...

The following guide is usually adequate for most visitors to install the OSS software quickly and easily. However, some severs can be configured in a way that causes the installation to snag. To avoid any impasses we recommend that you have us install the software, which is a free service. We are quite familiar with the many types of problems often prsented by servers and with the solutions for installing the software in the quickest and easiest way possible.

However, we appreciate the challenge this presents in some individuals and understand that you may wish to install the software yourself. Just remember that our team is available to help you if you change your mind and that we're happy to provide this service without charge. To request assistance, simply send us a request here:

http://omni-secure.com/support/

We appreciate the fact that some servers can be more troublesome than others in setting up OSS. If is the case with your setup you may wish to consider hiring our ExPress Setup crew to setup your files so you can be doing more important things. In most cases we are able to guarantee same-day service.
That said, let's get started!

Unzipping Omni Secure:
Download the Omni Secure version of your choice (Pro or Deluxe) to your desktop or local hard drive, then unzip it.

Naming The Omni Secure Directory:
We recommend that you do not rename the directory, although you are able to do this if you wish.

Uploading Omni Secure:
Upload the directory to your web server. Use a file transfer protocol (FTP) software, like Cute FTP, to do this. Please note that Dreamweaver, Macro- media, etc., cannot be used to upload OSS to your server.

Setting Folder Permissions:
Once you have uploaded the OSS directory you will need to open it and CHMOD each of the following folders and sub-folders to 777:

  • /install
  • /htaccess
  • /htaccess/rewrite
  • /lib/Smarty/compiled

To CHMOD to 777, begin by highlighting, then right- clicking,on the first sub-folder (/install). A popup with 9 checkboxes will appear. All but two of these boxes contain checkmarks. Place checkmarks in these two.

NOTE! Write down these nameswhere you can access them if later needed. Such a need can arise if:

  • The particular host server you're on doesn't require CHOMDing in the first place, al though you cannot know this until you try it), or
  • The host should later re-configuration the sever you're on in such a way that CHOMDing to 777 is no longer required.
Under either scenario, you will want to re-open these sub-folders and remove the checkmarks from these two boxes, consequently the importance for remembering their names.

To finish CHOMDing, now open the other sub-folders and repeat this same exercise.

CREATE A MYSQL DATABASE:
Now login to your website Control Panel and create a MySQL database. The URL path to your Control Panel is usually something like this:

www.NameOfYourDomain.com/stats, or
www.NameOfYourDomain.com/cpanel, or
www.NameOfYourDomain.com/admin, etc.

IMPORTANT NOTE: At the same time you are doing this, make sure you grant full permission to the user. Directions for doing this cannot be given because this instruction varies considerably from Control Panel to Control Panel. You may wish to ask your host to determine how and where this is done in your particular Control Panel.

If you are having trouble accessing your Control Panel it could be that your particular host does not provide you access to it. In this case you will need to collect the following information from him:
  • The database name:
  • The database hostname:
  • The database username:
  • The database password:
Or, he may tell you that you do have a Control Paneland provide you with the path to it, in which case you are free to create some of these names yourself. Confirm with him that you are able to do so before hanging up.

With these responses in hand, proceed as follows:
  • Create a MySQL database, making sure you associate it with the username and password you obtained from the host or which he allowed you to create for yourself;
  • After creating the database and password, allow the username full rights to the database;
  • If you can only find an option that allows you to create a database and nothing more, use the username and password to the Control Panel for access.
FINAL SETUP:
Open a browser window and enter:

http://www.YourDomain.com/oss8

If you See 500 Server Error here, chmod oss8/install/ folder back to 755.


You'll be greeted by a "continue" button. Click on this. You'll then be asked to enter the following information. Use the responses given from your host to complete the fields:


  • Database Hostname:
  • Database Username:
  • Database Password:
  • Database Name:

Nearly done! Now just make sure you have granted full permission to this user so he/she can access the database.

Before continuing log back into your ftp and CHMOD the /oss7/install folder back to 755 (just uncheck both the middle and middle right checkbox).


That's it! Your installation is complete.

To now access the Administrator's Page and begin using the software, go here:

www.YourDomain.com/oss8/index.php

Initially, use "admin" as the login username.
Likewise, use "admin" as the login password.

You may change these immediately or wait until later.

If at anytime you get stuck with the installation procedure, above, please remember we're only too happy to help you through it. You can have us review your installation or even ask that we completely re-install the software for you (free, of course).

To ask for support of any kind, simply go here:
http://omni-secure.com/support/

Group Permissions

With few exceptions, every page in the software exhibits a list of your Groups or makes some reference to them. Understanding how the OSS Group concept works is paramount to using the software successfully.

There are 3 kinds of Groups you may establish:
  • Lifetime Membership Group (Used for lifetime access to a Members Area, etc.)
  • Limited Membership Group (Used for limited promotions, Free Trials, etc.)
  • Auto-Renewal Membership Group (Used for recurring memberhips)

Any Group(s) may belong to any number of Protected Folders.We begin by creating one each of the 3 Group types:

CREATING A LIFETIME MEMBERSHIP GROUP

OVERVIEW:
Use this membership to create a Group whose duration is intended to last an indefinite period of time. This Group is never cancelled until and unless you decide to terminate it.

In the admin panel, again open:
Groups->Create New Group


Group Membership Types:
Select Lifetime Membership.

New Group Name:
Enter "Free Trial".

Group Description:
Enter "30-day full access to my product or service".

Subscription Email window:
This feature has been described earlier. It performs in the same way for all 3 membership types. Please refer to the guidelines for using this feature described earlier in the Auto Renewal Membership section.

Allow Subscription From Profile checkbox:
In enabling this option, you have just allowed all Users in the Free Trial Group to subscribe to still other Groups on your website from their User Profile, whether those Groups are free -- such as this one -- or paid.

Required Subscription(s) window:
Enter nothing for now, but for future reference, here is how this feature will be used:

If an active subscription is required in one or more Groups appearing on the right before a User can join this new group, highlight the Group(s). Hold down the shift key to highlight multiple Groups.

Remove Subscriptions(s) window:
Enter nothing for now, but for future reference, here is how this feature is used:

In subscribing a User to this new Group, you may automatically and simultaneously unsubscribe the User from any Group(s) highlighted at right. Holding down shift key allows you to highlight multiple Groups.

Congratulations! You have just successfully created a Lifetime Membership Group!

CREATING A LIMITED MEMBERSHIP

OVERVIEW:
You'll recall that you are able to create three types of memberships. You'll also recall that within the first of these three types - Auto-Renewal Memberships - we created a Free Trial Group. Now let's create a Limited Membership.

In the admin panel, again open:
Groups->Create New Group

Fill in the fields as follows:

Group Membership Type:
Select Limited Membership.

New Group Name:
Enter Remedial Rocket Building.

Group Description:
Enter "Study of Man's Early Rocket Launches".

Subscription Email window:
This feature has been described earlier. It performs in the same way for all 3 membership types. Please refer to the guidelines for using this feature described earlier in the Auto-Renewal Membership section.

Allow Subscription From Profile checkbox:
In enabling this option, you have just allowed all Users in the Free Trial Group to subscribe to still other Groups on your website from their User Profile, whether those Groups are free, such as this one, or paid.

Required Subscription(s) window:
Enter nothing for now, but for future reference, here is how this feature will be used:

If an active subscription is required in one or more Groups appearing on the right before a User can join this new group, highlight the specific Group(s). Holding down the shift key allows you to highlight multiple Groups.

Remove Subscriptions(s) window:
Enter nothing for now, but for future reference, here is how this feature is used:

In subscribing a User to this new Group, you may automatically and simultaneously unsubscribe the User from any other Group(s) highlighted at right. Hold down the shift key and highlight all Groups to be removed.

Expiration Type:
Enter Real Time Expiration to end subscription in exactly 30 days, or select Set Expiration Date if you wish to manually establish the expiration date. A thumbnail calendar is provided for convenience.

Price window:
Enter $0.00.

Currency:
Select the country currency in which you wish to be paid.

Congratulations! You have just successfully created a Limited Membership Group!

AUTO-RENEWAL MEMBERSHIP

OVERVIEW:
Use this membership type to create Groups to which:

  • Subscriptions/memberships should be automatically renewed,
  • Which are billed monthly, quarterly, by semester or yearly, and
  • Which do not terminate until or unless a User requests the account to be cancelled.
In the Admin Panel (Admin Page), select:
Management->Users->Groups

This is the only page in the software where you may create a new Group. To do so, scroll to the bottom of the page and click on the Create New Group button.

Group Membership Types:
Select Auto-Renewal Membership.

New Group Name:

For this example enter, "Free Trial".

Group Description
:
Enter "30-day Free Access".

Subscription Email:
:
Although this field appears next in succession, we will complete all other fields and then return to it.

Allow Subscription From Profile checkbox:
Enter a checkmark. In enabling this option, you have just allowed all Users in the Free Trial Group to subscribe to still other Groups on your website from their User Profile, whether those Groups are free -- such as this one -- or paid.

Required Subscription(s) window:

Enter nothing for now, but for future reference here is how this feature will be used:

If an active subscription is required in one or more Groups appearing on the right before a User can join this new group, highlight that Group(s). Hold down the shift key to highlight multiple Groups and drag them over to the Selected box.

Remove Subscriptions(s) window:
Enter nothing for now, but for future reference, here is how this feature is used:

In subscribing a User to this new Group, you may automatically and simultaneously unsubscribe the User from any Group(s) highlighted at right. Hold down shift key and highlight all Groups from which the User is to be removed.

Currency:
Select the country currency in which you wish to be paid.

Trial Amount:
Enter "0" (zero), since in this exercise we are building a Free Trial Group.

Trial Period Length:
Enter "0" (zero), since in this exercise we are building a Free Trial Group. Note the dropdown to the right that allows you to define the duration of this Group in Days, Weeks, Months or Years.

Regular Period Rate:
Enter the amount that would be the normal cost of this subscription were it not being offered on Free Trial.

Regular Period Length:
Enter the duration the subscription normally lasts. In the dropdown window to the right, define this duration by Days, Weeks, Months or Years.

Recurring Billing:
Check here if a User in this Group should be automatically charged upon expiration of current subscription to this Group.

Recurring Times:
Enter here the number of times after initially subscribing to this Group the User's subscription should expire. If left blank, the subscription will continue uninterrupted unless it is manually cancelled or until the User fails to renew the subscription.

NOTES:
  • Many payment gateways, like PayPal, will not accept a "1" in this field. These billing softwares anticipate that this field will be left blank or will be assigned a figure larger than "1". If you wish to bill only once, use the Limited Membership Group option (discussed next) rather than the Auto-Renewal Membership Group option.

  • The OSS software does not process payments; rather, it passes this function to your merchant gateway -- say, for example, to Paypal. Most merchant gateways, including PayPal's, allow you to opt-in to a feature on their side of things that will send an email notification any time a User's credit card is declined. You are strongly encouraged to opt-in to this feature for all the obvious reasons.

Groups->Manage Groups



You will notice that the Free Trial Group we just created now appears under the Groups List column -- along with a description of that Group and the subscription fee (in this case, $0.00).

You will also see an Edit icon to the right and an Create New Group button at the bottom. The important difference between these is that the Edit button will allow you to go back and edit or upgrade a Group you have created - in this case, the Free Trial Group -- whereas the Create New Group button is for creating an entirely new Group.

To edit a Group, enter a checkmark in the checkbox immediately to the left of the Group and click on the Edit icon to its right.

To delete a single Group, enter a checkmark in the checkbox immediately to the left of the Group and click on the garbage icon at the right. To delete two or more Groups simultaneously, enter a checkmark in the single overhead checkbox and click the garbage icon.

NOTE:
This page, also known as the Groups List page, is the only page in the software from which you may delete a Group. Caution! The act of deleting a Group(s) is final and irreversible!

We will now upgrade the Free Trial Group by adding subscription email to it, a section we earlier skipped and will now return to complete. First, scroll back up to the:

Subscription Email window:
Enter a check in the checkbox, then click on the Browse button at right.

We will now create a canned "Thank You" email message that all future members of the Free Trial Group will receive, automatically, minutes after as they have subscribed.

OVERVIEW:
This feature offers you a powerful marketing tool with great flexibility. You can use it to:

  • Create canned emails that can be edited at any time;
  • Simulatenously create and send canned emails to a single User, Group, or your entire database;
To begin, configure the fields this way:

Can A New Message button:
Click this button to access the full feature. This will open the

Create or Edit a Canned Message
window, where you will

Name This Message:
a specific name or a general name. As an example, assume you sell 3 different items and wish to create a specific "Thank You" to be sent out to a customer (User) when one of these is purchased.

Because the name you give these messages can only be seen by you, the Administrator, you might choose to name the three:
  • Thank You ~ Group 1 Wine Package
  • Thank You ~ Group 2 Wine Package
    Thank You ~ Group 3 Wine Package

Upon completion, these three messages will be added to the Canned Message List, at left. At any time in the future you choose to do so, you may click on one of these messages and send it. You may also edit the message first, if desired.

Similarly, you may create a single (general) "Thank You" note that you open and edit each time you send it. For example, a note that thanks the customer for purchasing "wine package #_______," in which you open the message each time, edit it by filling in the appropriate package number and then send the email.

The size of your operation and the number of emails you are sending out daily will largely dictate which method you prefer to use. Obviously, the more email you are sending out, the more varations on each email you may wish to can, minimizing or even eliminating the manual time required of you by such operations.

The advantage of opening a general email and editing it each time to suit the occasion is that your email tends to seem less canned, more personal. Your skill in preparing canned emails that always sound personal will improve with time.

Send Email To:
Use the dropdown to select the target(s) of this email.

Email Format:
Select the format option to be used (choose HTML for now), then note the onboard OSS editor we have provided for enhancing your outgoing canned messages. To access this feature, click the Open Editor button.

Email Subject:
Assume the customer has purchased Wine Package #3. You will already have selected Wine Package #3 from the Canned Email List at left, but your Email Subject might be, "Thank You for your Order Dmitriy!"

Compose Message
Here is where you create new messages. After they are composed, save them to the Canned Messages List at left by clicking on the Save button, below.

Canned Message List:
Once your message has been saved, it will be stored in the Canned Message List. You also will be automatically transferred to a new page where you will see your action recapped, along with 2 windows just below this. Use the 2 windows this way:

User Email Text:
This window displays the exact message the new User to this Group will be automatically emailed.

Admin Email Text:
Sends you, the administrator, a message that alerts you anytime a new User has signed up to your Free Trail Group - or to any other Group,

Just below these two windows are two buttons. Use as follows:

Select This Email:
Click this button to select the default canned message that appears in the top window. Selecting this message will result in it being automatically sent to a new member immediately upon joining this Group.

Edit This Email:
As time passes and situations at your website change, you will want to edit the content of this message (all messages can be edited). Clicking this button will allow you to make such edits.

In summary, any existing message in the Canned Message List may be opened and previewed simply by clicking on a given message. Any message may also be edited or deleted entirely, and any message may be chosen as the default message to be sent to the Users of any Group(s).

USING THE SUBSCRIPTION EMAIL ATTRIBUTES

OVERVIEW:
You may store an unlimited number of canned messages in your Canned Message List.

Each of these may be embedded with special default attributes that automatically populate your canned messages with certain information.

For example, embedding the attribute:

!firstname!

will automatically populate a canned message with the User's first name: Dear Molly, Dear Bob, or Dear Lisa.

Other powerful attributes can be embedded as well, such as an attribute for the current date, the Client's email address, and so forth. Embedding these essential attributes ensures accuracy in communicating with your Clients, saves you valuable time and further personalizes your messages.

An attribute worth special mention is:

!old_ !

As is appears, above, it will do nothing, but modified as follows:

!old_firstname!

it will search your database for a formerly used first name used by the customer, or, modified as:

!old_email"

it will search your database for the existence of an email address formerly used by the customer.

This concludes the Groups chapter. You should now have a better understanding of how Groups work in general.

Registration Forms

OVERVIEW:
Forms->Signup: Manage Forms



If you have not created at least one Group you must do so before you are able to create a Signup Form.

Only one Signup Form is available for use in the OSS Pro version while the Deluxe version you can create unlimited. However, no matter how many Groups you decide to create, a single Signup Form is sufficient to house all of them (this applies to both Pro and Deluxe models).

Basic information that was created in the Free Trial Group is automatically populated to the Signup Form, but you must create a Signup Form before it becomes active.

In a later exercise we will look at Plugins (there are 2 types, payment plugins and integration plugins). However, it is important to note at this point that if a payment plugin has been correctly enabled and configured, the name of that plugin will be indicated in the Signup Form. If you are sure you have correctly enabled and configured a given payment plugin but its name still isn't indicated in the Signup Form, the likely reason is that all subscriptions you have created to this point are Free Trial subscriptions. When all subscriptions are Free Trial only, the plugin name is prevented from appearing in the Signup Form.

NOTE:
A User is able to upgrade his profile, change his profile or edit his profile by accessing it on your website, here:

www.YourDomain.com/oss7/Users

and using the edit/add/change profile features. Here, the User may also upgrade a membership, cancel a membership, cancel a subscription and view payment history.

Let's now create a Signup Form. In the admin panel, select this page:

Forms->Signup: Create New


Add Form button at bottom of page:
Click, opening the OSS default Signup Form.

Name of Signup Form:
Name your Signup Forms with forethought. A single name is better because it is not easily forgotten.

Signup Form Design (Deluxe Models only):
OSS offers a unique licensing bonus called Multi Domain Rights (MDR), available only on our Deluxe models. This MRD feature allows a single license to be used on multiple domains (Deluxe = 3 domains, Deluxe Plus = 10 domains). MDR is not available on Pro models; however you may acquire MDR rights by simply upgrading to Deluxe. Upgrade is instantaneous. Ask an agent.

A new Signup Form must be created for each domain when you apply your rights under MDR. The window to the right will display the names of these different Signup Forms as you create and name each of them. For now there is only a single Signup Form Design available, named "Default". Highlight it now.

Group Entitlement:
You will now see the Free Trial Group you created in the window at right. Highlight it.

Multiple Groups:
Highlight all Groups at right to which the User is entitled access. To select more than one Group, simply hold down the Shift key and then click on each Group with your mouse.

Enable Email Verification:
Enabling this feature will require the User to respond to an Email you send which provides a link that must be clicked. Clicking the link in turn sends a response to you, thus verifying the User's email address and authorizing registration.

Set Username Character Limit:
Enter the minimum number of characters that should be used by the User in selecting a Username.

Set Password Character Limit:
Enter the minimum number of characters that should be used by the User in selecting a password.

Redirection of User:
Enter the URL path to which the User should be redirected after his email address has been verified. If nothing is entered, the User will receive the standard "Thank You" note that is forwarded from your merchant gateway processing software.

CAUTION! An exact format must be used in creating the redirect URL or you will get a "404 Page Not Found" error message, namely, the format must include both "http;" and "www". For example, if you have a site named www.FunTimes.com and you wish to redirect users to a membership registration page named "/mem_registration.php", then the correct redirect URL format is: http://www.FunTimes/mem_registration.php

If payment is successful or Group is free, redirect User here:
Enter the URL (be sure to preface with http://www.) the User should be redirected to after email verification is confirmed and payment has been received, or, to which he should be redirected if Group is free. This can be a page that further instructs/informs the User, etc.

If payment fails, redirect User here:
Enter the URL (include http://www.) the User should be redirected to after email verification is confirmed should his payment be declined or otherwise fails. This may be a page you have created that explains the situation and which gives him further instruction.

Send pending email:
Use the Browse button at right to select a Canned Message to be emailed which advises a Group User that his subscription is pending. Name your Canned Messages with forethought for easy recall when you wish to send a specific message, for example, "Pending Notification". Canned Messages are covered in the Groups section, above.

Send Signup Email:
Use the Browse button at right to select a Canned Message to be emailed which advises a Group User his payment has been received (example: "Congratulations on your Successful Subscription to OSS "x" Group!"). Canned Messages are covered in the Groups section, above.

Add Form:
Use this button to save the Signup Form you have just created.

IMPORTANT: After doing so, you will want to return to this page to generate the signup code. It is not enough to add the form to your Signup Forms list. You must also generate code that you will put in a file (Notepad) and upload to your server.

And here's how to do that:

Generate Signup Code button:
Return here by accessing:

Forms->Signup: Manage Form
Then click on the Edit button next to the Free Trial Signup Form.


This will reopen the Free Trial Signup Form. Scroll down to the very bottom of the page and click on the Generate Signup Code button.

A page will open containing code. Copy this code into a file, such as Notepad, name it (example: new_signup.php), and add it to the www-root folder of OSS.

Signup Forms List button:
This will take you to the page that lists all your Signup Forms and from which page you may add to, edit or delete any of them.

This concludes the section on Signup Forms.
The next step is File Protection and Folder Protection, a critical action that will actually protect your folders from anyone who does not have valid access.

Protection Methods

OVERVIEW:
Protection of your folders is achieved through a protection method known as mod_rewrite and which is located on your host server -- not in the OSS software.

The power and significance of mod_rewrite cannot be overstated. It allows you to protect a virtually unlimited number of folders containing a virtually unlimited number of files -- in mere seconds.

Before we use the OSS Folder Protection feature, we will select one of the folders on your server that you wish to protect . We will make it "write-able," then return to the OSS software to finish.

FTP, Front Page, Etc:
Begin by opening the FTP or similar software (ex: Frontpage) that you use to access the files and folders on your server. Next, select a Folder that will be among those you wish to make available to one or more Groups.

NOTE:
If you are using Frontpage or don't have an FTP program, you can still make your folders write-able by logging into your control panel and using the file manager feature (mod_rewrite) located there.

Make a Folder Write-able:
First highlight then right click on the folder targeted for protection. Select the Chmod/Attribute option from the popup, which will cause a window with a list of 9 checkboxes to appear. Place checkmarks in all 9 of the checkboxes (or optionally, enter 777 if a window is provided where you can do this), then click Ok and close your FTP.

In the admin panel, open the following:

Protect->Folder Protection to access the page on which appears the Protected Folders List.

To add the folder just protected via FTP (Frontpage, etc.), click on the Add New Folder button, which will produce the following screen:


Proceed as follows:

Folder:
Click the Browse window at the top and then click on "Up Level". This will return you to your Public Folder on your server and to those folders you have just made write-able.

Note that each folder has a radio button to the left of it and that the folder name appears in blue, meaning that if you click a given radio button you are electing to protect the corresponding folder. If you click on a folder name it will display the subfolders within.

Also note that each time you select a folder in the browse window, it's URL is automatically displayed in the window just below.

Putting a bullet in the radio button will select that folder for protection, including any subfolders within that folder. You do not have to access the subfolders and protect them independently unless you want a particular subfolder to be assigned to a different group.

NOTE:
Only one folder or subfolder may be protected at a time.

Actual website URL & Path to Protected Directory:

The path to the folder/subfolder being protected is automatically displayed here.

Protection Method:
Choose the mod_rewrite (Folder Protection). If your host does not offer this option you have no option but to use the .htaccess method (File Protection).

Groups:
Select the Group(s) that will have access to this protected folder. To select multiple Groups, hold down the keyboard Shift key and use the mouse to highlight each.

Invalid Access Message (Deluxe Models only):
The Show Invalid Access Message feature offers two options, Show and Don't Show (default). Selecting the Don't Show option will display a basic text message to the User advising that access is denied to the particular folder he has tried to access. Selecting Show will open an expanded window where you may replace this basic text message with an HTML template of your choosing. Simply paste the HTML code into the box.

Back to List:
Click on this button to return you to your Protected Folder List.

Add New Folder:
Before clicking on the Add New Folder button, which is the final step in protecting a folder, you may wish to consider creating a Logout button. A link provided for this purpose has been included just below the Folder Protection screen.

By default, this link will return the User to the Login window, but you may wish to route a User some other place, which you can do by changing the link. To change a link, go here and enter the link to which you prefer the User be redirected:

Setup OSS->Configure Main OSS->Logout URL


LOGIN FORM:
At login, a member is able to review a list of folders to which he is entitled Access and may select a folder by clicking on it. Content of that folder is then made accessible to him.

RE-DESIGNING THE LOGIN FORM:
You may choose to re-design the login form (change colors, font, etc.). OSS Provides ways you may do this:

  • Using a quick internal editor w/graphical interface located at: Forms -> Login : Form Design
  • Using a Source Button located in the built-in editor which, if clicked, will give you direct access to the HTLM code for the OSS default login form. Here, you may make alterations as desired.


Redesigning OSS Default Login Form Externally instead of Internally:
If you prefer to use something other than the Internal OSS editor we have provided, click on the internal editor Source Button. Then copy the code located there into the external editor you will be using. Make your desired changes. Then import the finished product to the Source window and Save it.

NOTE:
Throughout the OSS Login Form HTML code you will find numerous attributes that include: "name", "id" and "configuration". These are quickly recognized by the equal signs ( = ) that follow them. Here are several examples:

'name="rememberme"'
'id="!remember_checked!"
'configuration = code generation"

While you may edit any of the rest of the HTML code, do not edit any part of these attributes (i.e., do not modify either side of the equal sign). Doing so will cause the Login Form to cease functioning.

CUSTOMIZED LOGIN FORM:

All versions of OSS Pro and OSS Deluxe have been embedded with an HTML code which can be extracted and pasted into your website to create a pre-made, Customized Login Form, the purpose of which is to provide your website with a single login box all members can use, irrespective of many or how few subscriptions they hold. This feature precludes the need to create multiple login boxes that would require additional valuable space on your homepage.

Extract the code from Forms->Login: Custom Login, by scrolling to the bottom of the page and clicking on the Generate Custom Login Form Code button. This exposes the code. Copy the code and paste it into the appropriate page on your website where you wish it to be displayed to members for login (if not sure how to insert this into your website page, your are well-advised to have your web designer do it. If you decide to try it on your own, at least make a backup of this page first)..

Before extracting the code you will need to setup a redirected URL (Pro models) or a number of redirected URLs (Deluxe models). This is quick and easy to do and is described in the sections on Pro and Deluxe that follow, below.

Pro versions:
After the User logins in successfully, OSS sets a cookie and directs the User to a specific URL that has been predetermined by you in the FOLDER and FILE fields on the Forms->Login: Custom Form page.

Example: Assume you wish to direct all Users to a file named "index.html" in a protected folder you have named "members". You would simply select the MEMBERS folder from the FOLDER dropdown, and in the FILE field you would type "index.html"

NOTE:
If you create a customized login form, then all Groups, without exception, must be directed to this folder at login. It is also critical that this folder be protected.

Deluxe versions:
A bonus feature in Deluxe called multi-direction provides members at login with a list of all protected folders and files to which they have authorized access. The member simply clicks on the group folder he wishes to access and is redirected there instead of having to go to the members folder described above. If the User belongs to a single group, there will be no list to display and he will therefore immediately be directed to that folder.

On the Forms->Login: Custom Form page, simply enter The URL to which the member should be redirected. Example: Assume the member belongs to 5 groups. Under the FOLDER field, enter the corresponding URL to which the member should be redirected for each of those 5 groups.

Access by any one Group or Groups may be denied. Simply select the "Deny access for this Group" in the FOLDER dropdown list box.

In some rare cases an error message may appear. If this happens, please copy the error message intact and send it to us at Link Support. Failure to copy and send us the error message greatly delays resolution of your issue. Conversely, copying us with the error message expedites resolution time.

Finally, use the following buttons as directed:

Clear Current Changes to Form……….to delete, start over, or delete for now;
Restore Original Login Form……………..to restore the original OSS Login Form;
Update Login Form Configuration……..to save the changes you've created.

FILE PROTECTING YOUR GROUPS

OVERVIEW:
The system known as File Protection (.htaccess), not only requires you to protect single files one at a time but obliges you to do so by pasting a piece of code into each and every page you wish to protect. The action required is manual and laborious compared to Folder Protection (mod_rewrite) and increases the chances of error and oversight. If you have the option to use Folder Protection, do so. If you aren't sure, stop what you're doing and call your host to enable this powerful alternative if it is available for use on your domain. Otherwise, you will need to proceed with File Protection.

Go here: Protect->File Protection



  • Click on the Add New File Protection button;
  • In the NAME field enter the exact file name of the file to be protected;
  • Highlight the Group or Groups that will have access to this protected file;
  • A MANAGE FILE PROTECTION popup will appear;
  • Click on the VIEW CODE icon that corresponds to the file to be protected;
  • A newly generated code will appear;
  • Enter this code at the VERY TOP of the file to be protected;
  • It is extremely important that there be NO space between the top of the file and the beginning of this code; similarly, there should be NO space between the end of the code and the next line of the file.

User Management

OVERVIEW:

A quick glance at your OSS Dashboard is all you'll ever need to gain an instant statistical readout of all your subscribers, subscriptions, payments, accounts, cron jobs and much more.

ADD, EDIT OR UPDATE A USER ACCOUNT

OVERVIEW:
A User may only login to the software from the OSS login box, usually placed by the Administrator on the home page.

By contrast, the Administrator may only login to the software via an Admin Account, which is created for him automatically during installation of the software.

This Admin Account is the sole means needed by the Administrator to edit and configure all parts of the software. These edits and configurations are achieved in an Admin Panel, accessed in turn by logging into the Admin Account.

To login, the Administrator must initially use a default username of "admin" and a default password of "admin". These should be changed immediately here:

Setup OSS->Administrator List


Simply click on the Edit icon to change the password.

Similarly, to change a User's password go here:
Users->Accounts



Use the EDIT icon that responds to the User to open his account and update/edit his account information.

An important note in closing out this overview is that by design the Administrator is not able to login to protected folders or to the User area. Therefore, a best practice for confirming that User accounts are being correctly configured is for the Administrator to create a User Test Account for himself.

Here, the Administrator may create folders, assign Groups, etc., and then access them as confirmation that he is correctly configuring User accounts.

And an important final note, a User is able to upgrade his profile, change his profile or edit his profile by accessing it on your website, here:

www.YourDomain.com/oss7/Users

and using the edit/add/change profile feature. Here, the User may upgrade a membership, cancel a membership, cancel a subscription, and view payment history.

To create a User account and a User Test Account, begin by opening:

Users->Create New User



Proceed as follows:

Username:
Enter the User's username.

Password:
Enter the User's password.

Email:
Enter the User's email address.

Select Signup Form:
Click the Signup Form(s) associated with this User.

Send Signup Email:
Send the User an email advising his payment has been received and that he is duly registered for the Group(s) to which he has subscribed. Compose this email in the Canned Messages section

E-mail->Canned Email List


Send Pending Email:
Send the User an email advising that his payment is pending.

Failed Login Attempts:
Enter the maximum number of attempted logins this User is allowed.

Allowed IP:
Beginning IP/Ending IP:

Enter the User's IP information using these guidelines:

  • To place no IP restriction, leave blank;
  • If Admin has a static (fixed) IP, enter the IP in Both BEGINNING and ENDING fields.
  • To allow a range of IPs from which the User may access your site, enter the lowest IP in the BEGINNING field and the highest IP in the ENDING field
  • To allow the Admin multiple static IPs, follow step 1; Then click ADD IP button and enter additional IPs.

Close this account:
Check to close this User's account

Account Notes:
Enter any pertinent information about the account here.

Go to User Subscription after Saving:

Add New User:
Click to add the New User to the User Accounts List.

User Accounts List:
Click to return to User Accounts List, and when this page opens,
proceed as follows:

Show Users Beginning With:

Results Filter:

BANNING AN IP ADDRESS
In the Admin Panel, select this page:

Users->Banned IPs


and click on the

Add a Banned IP button:


Enter the IP to be banned in the Mask window provided for the Purpose.

Clear:
Use this button to clear the Mask window.

Add a Banned IP button:

Click this button a second time to add the new banned IP to your list of banned IPs.

REVIEW LOGIN STATISTICS:

Users->Login Statistics


Here you may review all statistics pertaining to login of all members.

This ends our tutorial on setting up and using Omni Site Security. While the core software is aimed at managing your memberships and subscriptions, numerous other special features abound which not only complement the software but which can help you popularize your website while increasing sales.

These features are discussed in the section that follows. They cover special tips and instructions on:

  • Using the Autoresponder
  • Using the Newsletter
  • Using the Operating System (Export Feature)
  • Using the Operating System (Import Feature)
  • Tips on Using OSS in Conjunction with CSV Sofwares
  • Using Your Entitlement to Multiple Domain Rights (MDR)
  • Optimizing the Database
  • Configuring the OSS Plugins
  • Final Checklist Before Launching OSS


E-mail Management

Email->Autoresponder

OVERVIEW:
The function of an "autoresponder" is often misunderstood by Users, many of whom believe it is a device able to interpret a customer's incoming email and somehow magically respond in kind.

Though an autoresponder may not be able to do that (yet!) there is little question that it is perhaps the single most valuable tool you will ever own. It opens the door to sales and profitability as no other tool on the Internet is able.

The more you use your autoresponder in new and innovative ways, the more quickly it will become apparent to you that nothing has the potential to increase your sales as quickly. Moreover, it is a virtual free marketing tool that allows you to target existing customers -- with their permission.

That's more than just a foot in the door. Here's why...

Research indicates that 70% of all customers who purchase from you even once -- and receive their product -- are amenable to becoming life-long customers because you have gained their trust on the first sale. But you can't count on these customers returning on their own. There are thousands of site vying for their attention. Use your unlimited opportunities to evolve your site using the OSS Autoresponder. It will quickly become your sidekick, your favorite feature and the most indispensible selling tool in your arsenal.

Additionally, you may use the OSS Autoresponder to document other important activities on your site, such as:

  • Alerting customers to important new policy changes;
  • Recalling a product that has been deemed unsafe;
  • Creating a list of "canned replies," of which any one can be selected and sent to a single member, an entire Group or your whole database. Merely set the timer for sending and walk away.
  • Archiving communiques to your membership in a legal folder for use in the future as may be needed.

What are we waiting for? Let's set up a Campaign!

When you first open the Autoresponder you will be greeted with the notice, "There are currently no Campaigns setup."

"Campaign" refers to an objective you wish to achieve via email to your members, for example, conducting a clearance sale to move 100 copies of an item in your inventory.

Assume you will accomplish this via three emails (also called "autoresponses") in which Email #1 announces the special, Email #2 is sent 3 days later as a reminder that the sale is still ongoing, and Email #3 perhaps offers a two-for-one bonus the final day.

To continue setting up a Campaign, proceed as follows:

Below the notice, "There are currently no campaigns setup," click on the ADD NEW CAMPAIGN button. When the Campaign page opens, fill in the fields this way:


Campaign Target:
Use the selection window at right to select one or more Groups your campaign will target. To select more than one Group, simply hold down the Shift key on the keyboard while using the mouse to highlight as many Groups as you wish.

DAY:
  • Select zero ( 0 ) when you desire the selected email to be sent the same day you create the Campaign;

  • Select a positive number to indicate how many days, after subscribing, a member should receive a selected email (example: to send a selected email in the Campaign to a member 3 days after he subscribes, select 3), and finally

  • Select a negative number to indicate how many days, in advance of an approaching expiration, a member should be sent a selected email (example: to alert a member his membership will expire in 3 days, select -3).

NOTE:
OSS cron jobs must be added to, and configured on, your host server. Moreover, this must happen before your Autoresponder will perform properly. Please contact your host to setup all cron jobs. We are unfortunately unable to assist you with this action since each host performs this in very different ways. However, one of the more common setups you may with to try is:
  • Access your host's server control panel
  • Setup the OSS Cron Job
  • Set the job as: 'wget http://your-site-name/oss7/cron.php'
A red indicator within the OSS Dashboard indicates date and time last CRON job ran.

SELECT EMAIL
Use the browse feature in this section to select a canned email already on file that should be added to this Campaign, then enter a checkmark in the checkbox at left to confirm that it should be added to the Campaign.

ADD EMAIL:
Use this feature to select still other canned emails you wish to add to this particular Campaign. Then as before, fill in the DAY and EMAIL fields.

ADD CAMPAIGN TO CAMPAIGN LIST
Carefully review your campaign. Make sure the emails you have selected are those you intended. Then click this button to add the new campaign to your list of other campaigns.

TO CAMPAIGN LIST
Click this to view a list of your campaigns to date.

NOTE:
To prevent one or more of your Groups from being accidentally copied with the same Campaign twice, a Campaign may only be sent to the same target(s) once. The Campaign must be deleted before members of this same Group(s) can be targeted for another Campaign. You may delete a Campaign by accessing the CAMPAIGN LIST page.

USING THE NEWSLETTER OPTION:

To create a Newsletter for distribution to your member, begin by opening the Admin Panel here:

Email->Newsletter



OVERVIEW:
The OSS Newsletter feature allows you email your members in HTML format. However, you may wish to consider plain text over HTML because many host servers brand anything incoming in HTML as Spam. As such, your customer may given the option to delete the incoming message, or worse, a script on the server might automatically delete the message without your customer ever knowing. You may wish to experiment. You may wish to send some communications in HTML and others in plain text.

Fill the remaining fields this way:

SEND TO:
Select which of your Active, Expired or Pending members will be sent the Newsletter. To copy more than one type of User, highlight each User type with the mouse while simultaneously holding down the Shift key.
IN:
Next, highlight the Group(s) who will receive this edition of your Newsletter.

SUBJECT:
Not a required field, but it is wise to title all your Newletters in case you ever wish to retrieve one or more from archive.

MESSAGE:
Enter the content of your Newsletter here.

HTML Format:
Enter a checkmark here for HTML format; leave unchecked for plain text.

ADD UNSUBSCRIBE LINK:
Not a required field, but anyone who has ever received unwanted Spam will immediately recognize the great value of providing your customer with the means to unsubscribe.

REMEMBER MESSAGE:
As it suggests, checking this option will archive the most current Newsletter in the MESSAGE box. It must be deleted (overwritten) each time you send out a new Newsletter. You may wish to archive your Newsletters elsewhere on your hard drive.

CLEAR:
Use this function to delete a Newsletter that has been temporarily archived in the MESSAGE box.

SEND NEWSLETTER:
Clicking this button will instantly begin copying all Users and Groups you have selected in the SEND TO and IN fields, above.

NOTE:
All of your email lists may be reviewed here:

Email->Canned Email List


Shopping Cart

This feature allows you to add your products that can be assigned to your groups which allows you to upload files and automatically serve them out to the user depending on what time you set for each assigned service. This is a very sought after feature especially for those who want to automate product delivery that contains many different parts.

Access this feature by going to Shopping Cart->Create New Product



Product Name:
Type in the Name of the Product.

Upload File:
Click the choose file button to select the file you would like to add as a service.

Service Description:
Type in the description you would like for this service.

Maximum Qty:
This is the maximum quantity of this service that can be purchased. Leave 0 for unlimited or set to 1 for example to display a checkbox.

Subscription Email:
This email will automatically be sent out to the user when they are due to receive this service.

Price:
Service price, one-time payment

Currency:
Set the currency you will be using for this service.

Manage your products by going to Shopping Cart->Manage Products


You will then see a list of all the products you added. In order to add the the product to your web site you will need to click on the edit button. Scroll down and you will see a box with code under "Add to cart code".

To manage your shopping cart settings go to Shopping Cart->Shopping Cart Config



The shopping cart consists of two different parts which are the Products List and Shopping Cart.

By default, you can edit the products list template here: http://your-domain.com/oss8/PrList.php (Backup before using)

1. Adding Your Products (Advanced Method):
a) Copy and paste all the lines of code in this box and place it in the head section of your html.
b) Copy and paste the code in the second window within the body section of your html.
c) Copy and paste the code in the third window into the exact area to be displayed on your website.

2. Adding Your Products (Simple Method):
Copy and paste all the lines of code in this box and place it in any div section of your website

3. Clear Cart Link:
Copy and paste all the lines of in this box and place it on the pages you want a clear cart option.

4. Custom Add to Cart Button:
In each product configuration page, at the bottom, you can see 'Add To Cart Code' textarea. This contains code for each product that will be added to the shopping cart by making an ajax call to OSS API.

5. Shopping Cart Product Summary:
Copy and paste all the lines of in this box and place it on the pages you want the customer to view all the products in their cart.

Coupons & Polls

To use the OSS Coupon promotional code feature, add a new field to each of the Signup Forms whose Groups you will offer a promotion. Remember that the OSS Pro model offers a single Signup Form; Deluxe allows an indefinite number.

There are a couple of quick configurations required in addition to the above. These should be completed first, as follows:

  • Click on the CREATE NEW PROMO button;
  • A CREATE COUPON page will open. Use the guide on that page to finish.


TIPS:
  1. Delete a given promotion by checking the box to the left of it and then clicking on the DELETE PROMO CODES button.
  2. Delete a given group of promotions by checking the box to the left of the PROMO CODES and clicking on the DELETE PROMO CODES button.
  3. A deleted promotion is permanently removed. Disabled codes are not saved.
  4. Finally, copy/paste the HTML code from the green box under the HTML column, below, into the page offering the promotion, thus enabling visitors and members to save the code in their browser for later use in purchasing at a discount.

The EDITS FIELD of a given Signup Form must also be edited to include the new field in which the User may enter the promotional code you create. First, access the Signup Forms in which you wish to create this new field, then click on the EDITS FIELD to add the new field. The Signup Forms list can be accessed here: Forms->Manage Signup Forms

Polls

Forms->Poll Management



In this section you will understand how to create a poll. Polls are a very powerful way of gathering information that is critical to your business. Sometimes it's the only way to get an answer from your customers.

Question:
Enter the main question you want to ask your customers.

Status:
ACTIVE allows view to vote. ARCHIVE will show the results of the poll only.

Identification method:
If you want to prevent duplicate votes change this one to Cookie and IP.

User comments:
Disable or Enable user comments about your poll.

Answers:
Each answer will be loaded separately. Simply type in the answer and click the Save Answer button. You can then type in the next answer. Continue the process until you have added all the answeres the users can choose from.

Affiliate Management

An individual becomes an affiliate by agreeing to place a link or banner on his site that redirects a visitor to your site. If such a visitor makes a purchase at your site the affiliate qualifies for a commission. The commission is based upon an amount agreed-to in advance and under the terms specified in the fields you configure, below. In configuring the fields, please remember this important procedure:

In entering a percentage, always include the "%" sign, for example, 10%; (with "%" sign)
In entering amount of dollars (default denomination), always include the "$" sign. (with "$" sign)

Most affiliate solutions no longer include the ability to conduct two-tier commissions. We have included this ability in the OSS model because many of you may already have pre-existing arrangements with customers that needs to be continued (a 2-tier Affiliate is one who clicks on your link or banner at the site of the 1st tier Affiliate and subsequently purchases something at your site).



Commission Payout Options:
Use the dropdown to select the default method by which your affiliates may choose to receive commission payments from you. This is a required field.

Initial Commission Percentage:
Enter the percentage (example: 10%) or absolute amount (example: $12.34) to be paid.

Subsequent Commission Percentage:

As above, enter the percentage (example: 10%) or absolute amount (example: $12.34) to be paid.

Tiered Commissions, Initial Percentage:
Enter the percentage at which the referrer of an affiliate should be paid for his first sale.

Tiered Commissions, Subsequent percentage:
Enter the fixed percentage at which the referrer of an affiliate should be paid on all subsequent sales.

Cookie Life of Referral:
Enter the amount in days after which an affiliate will not qualify for a commission on a sale he has referred to you.

Single Recurrent Payment Commission:
In the case of those commissions where a recurrent sale is concerned, if the affiliate qualifies for commission on just the first recurrent payment and no future recurrent payments, check the box at right.

Commission Exclusion:
If a commission will not be paid to an affiliate who sends a referral who only opts for your free trials, check the box at right.

Qualifying an Affiliate:
To qualify an affiliate for membership, select a corresponding option from the dropdown at right.

Commission Notification Email:
To notify an affiliate of a commission earned from a sale he has referred, first check the box at right . Then use the browse button to select the message you wish to send him from your Canned Message List.

Commission Notification Email to non-Affiliate:

To notify a non-affiliate of a commission earned from a sale he has referred, first check the box at right. Then use the browse button to select the message you wish to send him from your Canned Message List.

Affiliates->Banners

The banners you add here will be accessible by your users in their profile area which is located at YourDomain.com/oss7/users/

Affiliates->Links

The links you add here will be the links that are tracked by the OSS affiliate system.

Affiliates->Clicks

These are personal statistics that show how many affiliate clicks you are getting from your affiliates.

Affiliates->Payout

Use this page to keep a complete, up-to-date archive of all commissions due, together with date sale was referred to you, amount of sale, product sold, and commission amount to be paid. Finally, use the "Init" button to checkmark an affiliate payment that has been remitted.

Note: 2-tier Affiliates are marked with asterisk in "Payee" field.

Backup/Restore

Users->Accounts

USING THE OPERATING SYSTEM OPTIONS:
OVERVIEW:
Prompts have been built into all of our Operating System options, accessible in the Admin Panel itself any time you open and use one of the Operating System options.

The exception to the above are the Import and Export options. Both of the systems require detailed explanation, which follows.

EXPORT DATABASE
In the Admin Panel, select:

Backup->Export Options


Two options are provided under EXPORT TYPE. The first of these is Export full MySQL DB and the second is Export User List only. Here is how each works:

Export full MySQL DB:
Select this option to export the entire OSS database, including your User (Members) List. Do this regularly so that a complete backup of your OSS files is available in an emergency, such as a crash. The entire saved database can be imported to MySQL should the need ever arise.

The importance of backing up your OSS database on a regular basis cannot be overstated, since your most recent backup will also include new members who have been added to your User List in recent days and weeks.

Export User List only:
Select this option when you only wish to export your User List in CSV format to some other software, such as MS Excel, etc. Use of this option causes the entire User List to be exported. You are not able to re-import this list. If you add names to the list while it is exported to another location and then try to re-import the list, only the added names will be re-imported.

A separate OSS feature does allow you to export only a partial User List. You may also use this feature for manually adding any new User who might have been overlooked during an Export, Import or Transfer exercise. An explanation for doing this may be found here:

Users->Accounts

Use the dropdown window to select one of these 2 options. Then click the EXPORT NOW button to initiate exportation.


NOTE:

It is unwise to interrupt the export of a database
once the "EXPORT NOW" button has been activated.


The speed with which a given export is achieved wholly depends upon the speed of your host server -- not the OSS software. The larger the database being exporting, the more time will be needed. Large databases housing User Lists in the 10s of thousands can take up to many hours to complete.

A good rule is to not begin an export until and unless you have open-ended time to give the computer from which the export is being transmitted. Remember that backing up your OSS DB looms large any time a given export is inadvertently interrupted and a loss of data occurs, since it guarantees that a backup of your OSS files is available.


TIPS ON EXPORTING TO A CSV SOFTWARE:
Many companies offer CSV software. Space does not permit an explanation of how to use each of these, so we offer a single example of one the more popular, MS Excel.

After you have clicked on the EXPORT NOW button, an MS browse popup will appear. If you already know how to use this option then browse the location of the CSV software you will be using and select it as the target of your export (in this case, select MS Excel).

If on the other hand you do not know how to use this MicroSoft option, take the time to learn it now. It is quick and easy to learn and even easier to use. It can both simplify and expedite your export/import actions in the future.

Next, open the MS Excel software and proceed as follows:

Select FILE from the Excel overhead Menu Bar and click on OPEN. Use the browser that appears to locate the User List that You have exported to your desktop.

This will cause the Excel Step 1 Text Import Wizard window (or similar) to appear.

Under ORIGINAL DATA TYPE, choose DELIMITED, then click NEXT.

This will cause the Excel Step 2 Text Import Wizard window (or similar) to appear.

Under DELIMITERS, remove TAB (defaulted) and put a checkmark in the checkbox next to COMMA instead. Leave all other defaults. Change nothing else. Click NEXT.

This will cause the Excel Step 3 Text Import Wizard window (or similar) to appear.

Under COLUMN DATA FORMAT, GENERAL should be defaulted. If it is not, select it. Leave all other defaults as they are. Change Nothing else. Click FINISH.

The User List you exported from OSS will now appear in the various columns of the Excel CSV software.

Congratulations! You have just successfully Exported your User List.

Remember that if you now try to re-import this list to the OSS Software, only new names you may have added to the User List will successfully import.

As a rule, Exports are completed quickly. The chance that a new customer will sign up during an Export exercise is remote, although possible, but if that should occur you only need to add the new User manually, after the fact. Here is where that is done:

Users->Add User

USING THE OPERATING SYSTEM OPTIONS:
IMPORT FEATURE

OVERVIEW:
The OSS Import feature has the ability to add a new User(s) to one or more of your OSS Signup Form User Lists. However, it is only able to add names to one Signup Forms at a time.

This stresses again the importance of backing up your OSS database on a regular basis, since your most recent backup will also include the most recent names added to your User Lists.

TO IMPORT A USER LIST
Begin here:

Backup->Import CSV File


and proceed as follows:

SIGNUP FORM:
From the dropdown window to the right, select the Signup Form to which you will be importing your User List.

The dropdown windows that correspond to the next 7 fields (Username, Password, Email, etc) are defaulted with a DON'T IMPORT option. Leave the default in place if the field to which it corresponds is one you do not wish to import.

To direct the information from the CSV software to the OSS Import feature, simply tell OSS in which of 37 available columns you wish the imported information to be dumped. For example, if column 3 of the CSV software is the User's email address and you wish this to be deposited in column 22 of the OSS Import page, simply select FIELD 22 (E-mail).

Do not dump information from two different CSV software columns into a single OSS Import column.

SEND PENDING EMAIL:
Checking this box notifies the User that he has been registered but that his payment is still pending.

SEND SIGNUP EMAIL:
Checking this box confirms that the User has successfully subscribed to his first group. This email is sent after payment has been received, or instantly, if the group is free.

SEND SUBSCRIBE EMAIL:
Checking this box will cause subscription email news to be sent to Users.

SET DELIMITER:
The default delimiter for separating Users is a comma ( , ). If you choose to use another delimiter and encounter problems doing so, please contact our Technical department.

And finally, please note that browser windows at the very bottom of the Import page have been included for your convenience in accessing files and folders on both your Local Computer and your Server.

Display:
Select the number of individual logins you wish to review.

Logins per page:
Use the dropdown to select the type of login you wish to review.

Sorted in:
Use the dropdown to arrange logins by ascending or descending order.

Show Admin Entries:
Check if you wish to review administrative logins as well.

Show Logins:
Click to populate list.

Clear logs:
Click to clear -- but not delete -- the current display.


Plugins

CONFIGURING THE OSS PLUGINS

Begin by opening:

System->Plugins


OVERVIEW:
If you're new to this kind of thing, be prepared. It can be a little frustrating.

The main thing to keep in mind is that the OSS software and the software to which you are plugging it in are two different softwares made by two different companies.

The majority of issues with Plugins lies in the fact that merchant softwares in particular offer different account types and require that you configure their software in a way that corresponds to that account type.

We recommend that you avoid most problems by configuring their software first. After you have done so, call one of their agents and ask them to review the configurations you've made to their software.

Only after they have confirmed your configurations for their software should you configure the OSS Plugin to that software, since many of the field names in their software will need to be the exact same names (case sensitive!) you also enter into the OSS Plugin.

In all events, you are encouraged to submit a copy of all trouble tickets relating to any Plugin problem to the other software company's help desk at the same time !! You will save valuable time in doing so, since our experience is that in the vast majority of instances the problem will lie on their side. This is because the OSS Plugin is a fixed piece of software that doesn't change, whereas merchant softwares in particular are constantly being changed.

Finally, because questions that relate to the various plugins vary so greatly, please use our FAQ when researching answers to a given plugin.

BEST PLUGIN PRACTICES:

  • Always submit duplicate tickets and always remember to check the corresponding software at regular intervals for modifications, changes to configurations, etc. If a modification or change has occurred on their side, a corresponding change to the same fields must be made on the OSS side.

  • Most plugin softwares have an option which, if selected, will notify you by email anytime a User's credit card is declined. You are urged to opt for this for it is available.

That said, we will next review how to configure your OSS Plugins.

NAME:
Note that a full list of our Plugins appears under the this column. Others are being added weekly/monthly.

TYPE:
All Plugins fall into one of two categories, Payment Plugins (which allow you to merge the OSS software for billing purpose) and Integration Plugins (which allow you to merge the OSS software with a variety of other PHP softwares, such as Joomla's CMS software).
.
STATUS:
All Plugins are installed in a DISABLED mode. We will discuss the enabling/disabling of them shortly.

ENABLED/DISABLED:
This column reflects which Plugins are enabled and which are not.

INSTALL/UNINSTALL:
In order to initiate configuration of a Plugin, click on any INSTALL link corresponding to the desired Plugin. Note that the selection process causes the status of the Plugin to change to UNINSTALL. Later, if you wish to uninstall this particular Plugin, simply click on UNINSTALL to do so.

CONFIGURE:
Clicking on INSTALL will also cause the CONFIGURE option to appear in the column that corresponds to the target Plugin.

When you click on the word CONFIGURE, it will cause a small window to open where you will see a number of fields which must be configured. The names and number of these fields changes dramatically from Plugin to Plugin.

For purposes of this exercise,we will choose to configure the PHPBB Plugin. The following fields are asked for, which you must acquire from the PHP software first (remember, if you aren't absolutely sure, call and ask the PHP agent first, then proceed:

  • Plugin name
  • phpbb database host
  • phpbb database name
  • phpbb database username
  • phpbb database password
  • phpbb table prefix
  • Default User group
Most importantly, remember that while you are most welcome to submit a trouble ticket to us when Plugin configurations don't work, in the majority of instances the problem will be a faulty configuration made to the other software and that you will save yourself precious time by submitting a copy of the ticket to their software agents at the same time.


No question about it, our #1 Support Issue is with Plugins.
In the vast majority of cases (over 95% of them!) a Plugin
issue lies in how it has been configured, not with OSS.

You can save precious time resolving a Plugin issue
by contacting the maker of the software that corresponds
to the Plugin you are configuring and asking the agent
to confirm the names and spellings of the content you
have entered in each field. Remember too that in many
instances the content you enter in a given Plugin field
may be case sensitive. Ask the agent if this applies
in your particular instance.


FINAL CHECKLIST BEFORE LAUNCHING
  • Set your PayPal or plugin merchant account to test mode.
  • Go to the signup form you created in the OSS admin panel
    (Example: www.yoursite.com/signup.php)
  • Conduct at least one test purchase from the signup form.
  • Once the purchase goes through and is verified, try to login to the protected area of your website.
  • If you can login successfully, OSS has been correctly is setup.
NOTE:
Set your merchant plugin back to "real mode" to begin making sales!

A thanks in closing. This Tutorial has been laid out in a very specific order that can eliminate all but the most technical questions and expedite the OSS learning curve. If a certain feature is troublesome, thanks for re-reading the section or sections that precede it before submitting a trouble ticket. That said, please do not hesitate to contact us with your issues.

Wordpress Protection

You must have Wordpress already installed for the protection feature to work.

Go to Protect->Wordpress Pages and click on the Generate Plugin button. This will trigger your browser to download a file.



Save this file and upload it to your wp-content/plugins/ folder.

Login to Wordpress and click on Plugins. Activate the plugin you just uploaded

Once you activate the Wordpress plugin go back to Protect->Wordpress Pages and a list of all your current Wordpress pages will appear.

Now you have the ability to protect any current Wordpress pages as well as any future pags you add.

Click on the edit button next to the Wordpress page you wish to protect. Drag the groups that are required to access this folder.

Repeat the same process for any other Wordpress pages you wish to protect

To test the protection simply visit your Wordpress site directly and click on the pages you protected.

To add an Omni Secure login form widget to Wordpress just go to Appearence->Widgets in your Wordpress admin panel.



Simply drag and drop the OSS Login form widget into the preferred area of your Wordpress theme template.

Dashboard

The dashboard page will be the first page that you see when you login as the administrator.

This dashboard page is designed to produce instant statistics in order to give you insight on all parts of your business.

You are also able to change the date periods by using the drop-down selections. You can also enter a date range for more specific searches.



The dashboard page also has the ablity to product graphs and pie charts to give you a visual status of your business.

Keep ahead of your competition by having all the key reports that matter to your business.



Multi-Domain Rights

The following notes pertain only if you hold license to our Deluxe or Deluxe Plus models. If you own Pro, this section does not apply.

MDR is a bonus feature that allows Deluxe holders to use a single license on up to 3 domains, and on up to 10 domains if you hold a Deluxe Plus license. No extra charge is incurred for this useage. However, only your primary (control) site qualifies for support.

MDR also offers Deluxe customers 1 free hour of scripting/customization and Deluxe Plus customer 3 free hours of scripting/customization.

To take advantage of MDR as a holder of Deluxe of Deluxe Plus, simply use our Ticket Link Support system to advise us of the names of the URLs you wish us to grant entitlement. Please send us only URL names -- not IP addresses. Sorry, we are not allowed to grant MDR to IPs.

Upon receipt of these URLs we will immediately qualify them and confirm this in writing to you. This action usually requires only a few minutes.

The conditions for using MDR are minimal, as follows:

  • All domains that will be using MDR must reside on the same server. If you are unsure as to where they now reside, simply ask your host. You may also wish to ask your host what charges would be incurred to move other of your sites to the same server in order that you may take advantage of this powerful feature.

  • Additionally, one person must be the owner of all sites you wish to qualify for MDR. Omni documents all domain ownerships through WHO IS and BETTER WHO IS, using their "Registrant" name as the duly registered owner of the site. If this ownership is hidden, you will need to have your host, WHO IS or BETTER WHO IS confirm that you are the owner (please have them send confirmation to: info@omni-secure.com).

Please note that entities such as hosts do not qualify for MDR except for their personal sites. If the owner of a hosting company also happens to own personal sites, the MDR entitlements apply to those personal sites. In short, a host provider or similar entity may not grant OSS privileges to its subscribers under the MDR bonus entitlement feature.

You are able to do everything in this tutorial on all sites which have been qualified under MDR. Everthing. However, you should choose one and only one of your sites to be the control center of all 3 sites (in the case of Deluxe holders) or all 10 sites (in the case of Deluxe Plus holders); that is, the database on your control site will control all actions on the other sites.

To this end, the OSS software is not installed on all of your MDR sites, only on whichever site you choose to name your primary (control) site. While your customers are able to login from any site, you, as administrator, are able to login and control your MDR sites only from your primary site.

A most important consideration is this: that if you choose to use MDR you should also create all Groups, Signup Forms, Protected Folders for each site using some kind of key or prefix that corresponds to each of those sites. For example: site1_Group3recurring.php.
This can prevent errors and confusion in administrating each of the sites.