Back to Blog Home
Feb 08, 2021

The Complete Axigen Account Management Guide for Managed Service Providers (MSPs)

The Axigen Managed Service Provider (MSP) license lets you create the following types of users:

axigen-msp-users

So, we thought of writing this guide that will help you, our new Axigen Managed Service Provider, in getting started. 

In this document, you will find how your users, considering their needs, can be efficiently allocated to a specific type — Basic, Premium, or Pro, thus also being in accordance with the Axigen MSP license regulations.

We recommend using Account Classes, which are different classes of users (accounts) with varying service levels.

As such, we will demonstrate how to create 3 types of Account Classes the same as the types of users: Basic, Premium, and Pro. 

We will then see how to create a user in a particular Account Class, move it from one to another, and last but not least, how to migrate users manually or automatically to an Account Class.

1. How to Create the Account Classes for MSP Users
2. How to Create a New User (Account) in Each Account Class
3. How Can MSPs Modify a User (Account) from an Account Class to Another
4. How to Migrate Accounts from Your Legacy Platform into a Specific Account Class

1. How to Create the Account Classes for MSP Users

Following are the steps for our new MSP clients to create account classes in Axigen:

  • Navigate to WebAdmin → Domains & Accounts → Account Classes (1) and select the domain  for which you want to create the new account classes from the domains list on the left (2)

msp-create-account-class-1

  • Press the “Add Account Class“ button (3) and, in the popup that appears, ensure you have the correct domain in “Domain name” and fill in the “Account Class name” field (4) 
     
  • press “Advanced Config” (5) and you will be redirected to the “Configure Account  Class” screen 

msp-add-account-class-2
 

  • Go to General → Services → Premium add-ons for this account class and make sure that none of the options pertaining to the  premium add-ons are activated for the Basic Account Class

msp-account-class-addons

  • For the Premium Account Class, activate the following premium add-ons:
    • Enable Personal Organizer (Calendar / Tasks / Notes / Journal)
    • Enable Outlook Connector​​

msp-account-class-premium

  • For the Pro Account Class, activate the following premium add-ons: 
    • Enable Personal Organizer (Calendar / Tasks / Notes / Journal)
    • Enable Sharing 
    • Enable Outlook Connector
    • Enable ActiveSync 

msp-account-class-pro

  • Press “Save Configuration” before exiting the current screen.

2. How to Create a New User (Account) in Each Account Class

Following are the steps for our new MSP clients to create new users (accounts) in each account class in Axigen:

2.1. How to Create New Users with Basic Accounts

  • Navigate to WebAdmin → Domains & Accounts → Manage Accounts and select the  domain for which you want to create the new accounts (1)
     
  • Press the “Add Account” button (2) and, in the popup that appears, ensure you have the correct domain in “Domain name”

msp-add-account

  • Fill in the “First name”, “Last name”, “Account name”, and “Account password” (3),  activate the “Basic account type” option (4), and then press “Advanced Config” (5) 

msp-add-account-2

  • In Settings → Inherit configuration details from, choose from the drop-down list the class  from which you wish to inherit the settings at account creation and then press “Save Configuration”

msp-add-account-inherit

2.2. How to Create New Users with Premium Accounts

  • The account creation process is similar to the one above, except for the last step where you should select the class_premium account class. 

msp-add-account-inherit-premium

2.3. How to Create New Users with Pro Accounts

  • The account creation process is similar to the one above, except for the last step where you should select the class_pro account class. 

msp-add-account-inherit-pro

3. How Can MSPs Modify a User (Account) from an Account Class to Another

Following are the steps for Axigen MSP clients to modify the account types of their existing users and switch these users from one account class to another.

3.1. How to Switch to a Basic Account from Premium / Pro

  • Navigate to WebAdmin → Domains & Accounts → Manage Accounts and select the  domain for which you want to create the new accounts (1) 
     
  • Press “Edit” for the account you wish to modify (2)

msp-edit-account

  • In Settings → Inherit configuration details from, choose from the drop-down list the class that you created for the Basic accounts (class_basic in this case), and then press “Save Configuration”

msp-add-account-inherit
 

  • In Services → This account is Premium, press the “Switch to Basic Account”  button; the text of the label should change to “This account is Basic“  

msp-account-premium-switch-to-basic

msp-account-basic-switch-to-premium
 

  • Press “Save Configuration” before leaving the page

3.2. How to Switch to Premium / Pro Account from Basic

  • The account class selection process is similar to the one above, choosing the corresponding account class (class_premium or class_pro, in our example)

msp-add-account-inherit-premium

msp-add-account-inherit-pro
 

  • In Services → This account is Basic, press the “Switch to Premium Account“ button; the text of the label should change to “This account is Premium“  

msp-account-basic-switch-to-premium

msp-account-premium-switch-to-basic

3.3. How to Switch to Pro from Premium or to Premium from Pro Accounts

  • Navigate to WebAdmin → Domains & Accounts → Manage Accounts and select the domain for which you want to create the new accounts (1) 
     
  • Press “Edit” for the account you wish to modify (2)

msp-edit-account
 

  • In Settings → Inherit configuration details from, choose from the drop-down list the class that you want to migrate to, and then press “Save Configuration”

msp-add-account-inherit-pro

msp-add-account-inherit-premium

4. How to Migrate Accounts from Your Legacy Platform into a Specific Account Class 

Here's how you can migrate accounts and their existing emails from your legacy email platform to Axigen into a specific account class:

4.1. How to Do Manual Migration to a Specific Account Class

  • For manual migration, we have to manually create the migrated account in one of the three account classes defined previously; we do so by following the steps in section 2. How to Create a New User (account) in Each Account Class
     
  • After the creation of the account, we connect to Axigen, on the server we want to migrate to, via Telnet:
$ telnet 127.0.0.1
<login> user admin
<password> your_admin_password

 

  • We then access our domain context and run the migrate command for the account in question:
<#> UPDATE DOMAIN mydomain.net
+OK: command successful
<domain#> MIGRATE ACCOUNT user REMOTEHOST [legacy_server_ip] REMOTEPORT 143 bREMOTEUSER user@mydomain.net REMOTEPASS user_password


where:

  • mydomain.net — the domain we wish to migrate
  • user — the account name we wish to migrate
  • [legacy_server_ip] — the IP of the legacy server that must be visible to Axigen;  it is mandatory that we put the IP between square brackets
  • 143 / 993 — the port for the IMAP service on the legacy server
  • user_password — password of the account we wish to migrate

4.2.  How to Do Automatic Migration to a Specific Account Class

  • For automatic migration, we have to first create the domain and the account classes we wish to migrate on the Axigen server; assuming the domain is already created, for the creation of the account classes, we must follow the steps in section 1. How to Create the Account Classes
     
  • Then navigate to WebAdmin → Automatic Migration → Enable (on the domain we wish to migrate) then Configure (for the same domain) 
     
  • In the popup that will be displayed, we need to:
    • select the account class to which we need to migrate (1) 
    • fill in the legacy server IP that must be visible by Axigen (2); the legacy server IP must be between square brackets 
    • fill in the SMTP and IMAP ports (3): SMTP 25 and IMAP 143

msp-auto-migration-configuration

  • For the class that we selected for migration, we must also activate the “Enable automatic  migration for this account class“ in WebAdmin → Domains & Accounts → Account Classes → Edit (on the class we want to modify) → Auto Migration

msp-account-class-enable-automigration

  • Now that we have configured the automatic migration, when a user performs a successful login with Axigen, if that user’s account does not exist, it will be created automatically,  using the name and password supplied by the user. All its emails, notes, and contacts are imported. 

Note: An aspect to consider regarding automatic migration is that it only migrates accounts to the account class we configured in WebAdmin → Automatic Migration. In this case, we would want to determine which category most accounts from our legacy fall into and use the correspondent class for migration.