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:
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:


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).

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

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:
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.

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





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.

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


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.


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



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.
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:

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.
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.
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


CONFIGURING THE OSS PLUGINS
Begin by opening:
System->Plugins

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