Onliners Documentation

Onliners is everyone’s need. Saving all the record in one place. Doesn’t matter if that are client details, your passwords, invoices or portfolio items. An easy and simple Web Application to use.

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Documentation

Onliners is a Software for users who like to keep all their data under one place and secure. Doesn’t matter if those are client details, services offered, generating invoices & viewing earning reports. Moreover, you can save all your Credentials in application so you don’t worry about losing or forgetting any login details. Search easily later on whenever needed within few clicks.

Following are the Guidelines, Documentation & Installation Guide for Onliners ASP.NET MVC Web Application by COMBINEZ.

TABLE OF CONTENTS

  1. General
    1. System Requirements
    2. What’s Included
    3. Onliners Support
  2. Installation
    1. Local Offline Installation (Windows)
      1. IIS Installation
      2. Microsoft SQL Server Installation
        1. Download Microsoft SQL Server
        2. Install Microsoft SQL Server
    2. Live Online Installation (Plesk)
  3. Application Rights
    1. Overview
    2. Add User Type
    3. Assign Application Rights to User Type
  4. Features
    1. Database Connected Charts
    2. Colors
    3. Credentials
    4. Clients
    5. Application Users
    6. Service Categories
    7. Invoices
    8. View & Export Invoices in PDF
    9. Portfolio
    10. Logs
  5. Remarks

GENERAL

System Requirements

The recommended configuration to run this web application is as follows.

  • 2GB RAM
  • Windows Operating System
  • IIS
What's Included

The zip file contains the following things

  • COMBINEZ folder with all the project files
  • SQL Database
  • Documentation
  • Versions Log
Onliners Support

You may reach out to our support 24/7 by any of the following means. We can also help you do paid installation of this web application.

Installation

Local Offline Installation (Windows)

To install this web application on your local PC, IIS & Microsoft SQL Server is mandatory.

IIS Installation

To confirm if the IIS is installed on your local PC, just visit localhost from your browser. An IIS page should be shown there. If you have already installed the IIS on your local PC, please ignore this IIS Installation procedure.

To install IIS on on your local Windows 10, follow the guidelines.

  1. Open Start Menu
  2. Type features in the search box, a list will appear. Choose “Turn Windows Features on or off”
  3. A new box will pop up, choose the “Internet Information Services” box.
  4. Wait for the installation to be completed and hit Close once done.

By now, the IIS should be installed on your local PC. Go to URL localhost to confirm if it’s working.

Microsoft SQL Server Installation

If Microsoft SQL Server is already installed on your local PC, please ignore these steps.

  • Download SQL Server
  1. Visit the below link
  2. Click on Download
  3. Choose “ENU\x64\SQLEXPRADV_x64_ENU.exe” & Download.
  • Install SQL Server
  1. Once the download is completed, run the exe file.
  2. Let it extract the files and the new installation window will appear automatically.
  3. Choose “New SQL Server stand-alone installation”
  4. Accept the License Terms & Product Updates.
  5. On Feature Selection page, Choose “Select All”.
  6. On Instance Configuration page, choose Named Instance & Instance ID as “SQLEXPRESS”.
  7. In Database Engine Configuration, under Authentication, Choose “Mixed Mode”.
  8. Specify password for SQL Server system administrator user “sa”. Usually type 123.
  9. Now install SQL Server. Wait for few minutes for the installation to be completed.

Onliners Web Application Installation

You need to import database in SQL Server before the web application installation.

  1. Double click on “Onliners.sql” file located inside zip. Login to SQL Server with your credentials used to install SQL Server.
  2. Run the Onliners.sql script in Microsoft SQL Server.
  3. Once the database is imported, now it’s time for web application installation. Copy the Onliners folder from zip and paste it somewhere and save the location. In this case, Let’s say it’s C:\Onliners\
  4. Open Start Menu.
  5. Search IIS and open “Internet Information Services (IIS) Manager”.
  6. In left tab, expand your PC. Right click on “Sites” then “Add Website”.
  7. In Site Name, type your site name Onliners.
  8. In Physical Path, choose the Onliners Folder physical path location. In our case, it’s C:\Onliners\
  9. In port, define your port for accessing. Let’s say we defined 10203
  10. Check “Start Website Immediately” & Click OK.

By now, our newly installed web application should be ready to use. Use the port you defined in step 9 above to access website. “localhost:10203″

User ID & Password: admin

Live Online Installation (Plesk)

Online Installation is pretty easy. Follow these simple steps and your new web application will be live within few minutes.

  • Login to Plesk (Windows Hosting)
  • Create new database and assign user to database and save the details.
  • Access your Database through MS SQL Server and run the “Onliners.sql” import script
  • Upload the contents inside Combinez folder to the httpdocs directory of your hosting.
  • Open web.config
  • Find connectionString
  • Inside the connectionString data, replace data source with your server’s data source. Replace Initial Catalog to your Database name and replace user id and password credentials for SQL Server.
  • Your web application is live!

User ID & Password: admin

Application Rights

Overview

One awesome feature in this web application is the application’s rights. But, what are these?

Let’s say you have created any user or client. By default, when you add client it will also be added to application’s users. But client can not login unless the rights are specified in the application.

So for example. You have a Operator whom you want to give access to the application where he can only see all the data but won’t be able to modify data or add new data. These are pretty much explained in the below steps.

Add User Type
  • Login to your application.
  • Go to Tools > User Types.
  • Click on “Add New User Type”.
  • Specify name (e.g Operator) and click on Add.

A new user type is successfully created in our application. We can add application users now to that type.

Assign Application Rights to User Type
  • Now as in the scenario discussed in Overview, let’s say we have a User Type “Operator” whom we want to give access to dashboard. This can be as follow.

    • Login to Application.
    • Go to Tools > User Types.
    • Next to your newly assigned User Type, click on Modify Page Rights.
    • Here a list will popup. Let’s just checkmark View Dashboard and Save Changes.

    Now, any user added to application with User Type “Operator” will be able to login and only see the dashboard of application but cannot see inner contents.

    Now, let’s give our User Type, Access to see the Dashboard Content.

    • Go to Tools > User Types.
    • Next to our newly created User Type, click on Modify Section Rights.
    • From here, select all the 5 boxes in first row and Save Changes.

    Now, Our User Type “Operator” will be able to View the Dashboard Content too.

    Repeat the same process for all other pages and sections to give perfect Rights to any User Type.

    For giving access to specific User Type for all other pages, explore the already defined Rights database for our Admin User Type in Tools > User Rights to find the one you need and Add Right access to specific User Type by above given steps.

Features

Database Connected Charts

By default, the application comes with the 3 charts which are already connected to the database.

  1. The first chart shows the data of Cancelled vs Completed Services comparison.
  2. The second chart shows the Monthly Sales by Amount comparison.
  3. The third chart shows the Total Sales by Service Category.
Colors

One more wonderful feature of this application is to change the color scheme of our application with few clicks.

  • Login to Application.
  • Go to Tools > Colors
  • By default, the 20 palettes are defined. Choose any one you like and click “Use this Color” and the color scheme of our application will be changed.

Still not good enough? You can define your own color scheme for the application too in few simple steps.

  • Go to Tools > Colors
  • Click Add New Color
  • In Primary, type the primary color in HEX #000 or RGB rgb(255,255,0) format.
  • In Secondary, type the secondary color in same format.
  • Click Add.
  • Now choose the color you added and color scheme will be changed.
Credentials

Tired of forgetting passwords or saving your passwords in excel files and then forget where is the excel file? Or on which excel file was the password saved? Our Web Application has solved this. Save all your passwords with usernames/emails and login links in your own Application and find the one you need within few clicks whenever needed.

Credentials:

  • Go to Credentials > Add New.
  • Put your Credentials details. The form is simple and easy.
  • Click on Add.

Now these passwords for specific website or application is saved in our application. Now even after years, we know how to find our password and where it was saved.

You can also add Credentials for your Clients. For example during any project, if the client gave you any passwords. Save it here and select appropriate Client. This will solve the hassle of contacting the client again and again if the data is lost or you forgot where you saved the password.

Clients

Save all your clients details and data in the application. Use whenever needed.

Clients

  • Go to Clients > Add New
  • Fill the form with the client’s details and click Add.

The data is managed and can be searched anytime. By default, when you add client. The Application User for that client will also be added but he won’t be able to login to the Application until the Rights are given to that User Type as described in Application Rights module of this documentation.

Application Users

Application Users are the users who can login to the Application. Add Users to the Application by User Types.

Add Application User

  • Go to Users > Add
  • Fill the form with appropriate details.
  • In Username, type the username which is used to login to the Application.
  • In Password, specify the password.
  • Select the appropriate User Type.
  • Click on Add. The New Application User is added.

Make sure the User has enough rights to his/her User Type as per our Application Rights module.

Change Password for any User

  • Go to Users and find the user you want to change password.
  • Click on Change Password.
  • Enter new password and confirm password.
  • Save the changes and the password is changed for that user.
Service Categories

Service Categories are the departments of your services. For example I.T Services, Management Services, Cleaning Services etc. These Service Categories can be used in your invoices.

Add Service Category

  • Go to Service Categories and click on Add New.
  • Type the Service Category and Add it.
Invoices

No need of traditional Excel or Word documents to generate invoices which takes time. Time is money, save it. Generate invoices through the Application and send it to the clients instantly.  Save records of your earnings and know your yearly outcome.

Add New Invoice

  • Go to Invoices > Add New.
  • Enter Project Name.
  • Select Client for whom you’re generating Invoice.
  • Select Project’s Start & End Date.
  • In Services Details section, Specify services you’re providing or description. Add as much as you want by clicking on Add Service button and generate the invoice.

By default when you create any invoice, the portfolio item in the Application will also be added. You can easily edit the portfolio details in Portfolio module of the Application anytime and access whenever needed or export.

View & Export Invoices as PDF
  • Go to Invoices.
  • Choose any Invoice and click on View to view the Invoice.
  • On top, click on Export PDF Button and the invoice is saved in PDF format to your PC.
Portfolio

Saving all the Portfolio Details under one Application. By default when the invoice is generated, the Portfolio item for that Client & Invoice is also added to our Application.

You can not add the Portfolio Manually. The Portfolio will be added only through Invoices to keep the better track record of Services, Service Category, Earnings, Performances.

Edit Portfolio

  • Go to Portfolio.
  • Choose any portfolio item you want to edit and click on Edit.
  • Edit the Portfolio details as in form. Save them in your Application.
  • Specify the Image of Portfolio too if needed. Only JPG, JPEG, GIF & PNG formats are accepted.
Logs

Logs are all the records of the Application saved. Our Application will be saving all the actions made by any user in database and which we can easily access from our Admin Panel.

  • Go to Tools > Logs.
  • Here you can see all the logs performed in our Application with time and username.

By default, Our application will be saving 2 types of logs.

In Error Type Logs If any Error or a Crash in Application is made, a custom error page will be shown to the User while the original Error Details will be saved in the Logs.

In Info Type Logs All the actions performed by any user regarding edit or creation of data will be saved as Info Type Logs.

Remarks

Onliners is everyone’s need. Saving all the record in one place. Doesn’t matter if that are client details, your passwords, invoices or portfolio items. An easy and simple Web Application to use.

Change the Colors of your Application within a click and explore the new awesome experience. When the business grows, add the Application Users and give them Rights. But never lose your data and avoid the hassle of finding the data here or there after years. Doesn’t matter what type of data that is, it is saved in the Application and can be searched anytime in seconds.

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