Infrastructure

Infrastructure lists the servers and virtual machines your agency runs, across all your providers. Websites point at these servers, and each server’s due date shows up in Renewals. Open it from the sidebar: Domains & Infra → Infrastructure.

The list

• Columns: Server, Description, Provider, Assigned client, Region, OS, IP address, Monthly cost, Due date and Status.
• Search (callout 2) matches the server, provider or client.
• Filter by Provider, Client (including Unassigned servers that serve several clients), Status or a Due date from / Due date to range.
• Click a column heading to sort. Clear filters resets everything.

Add a server

1. Click Add record (callout 1).
2. Type the Name, for example nw-web-01, and an optional Description.
3. Choose the Client if the server belongs to one client, or leave NA / unassigned for a shared server.
4. Choose the Provider you rent it from. Add missing providers first in Providers.
5. Choose the Region (country) and the Operating system version, and enter the IP address.
6. If you can manage costs, enter the Monthly cost in USD.
7. Set the Due date: when the server next needs renewing with the provider.
8. Choose a Status: Active, Inactive or Review due, then click Save.

Costs and renewals

A server’s Due date is its renewal date. It appears in Renewals with type infrastructure, and turns overdue once the date passes. To record a renewal, click Renew there and choose 1, 3, 6 or 12 months. The due date here moves forward by that period, counted from the current due date, or from today if the server is already overdue. Revert in Renewals undoes it.

Monthly costs also feed the cost figures in Financial reports.

Edit, archive or delete

• Edit opens the same form with the server’s details.
• Archive hides a server you’ve shut down. To restore it, set Status to Archived and click Restore.
• The bin icon deletes a server permanently after you confirm Delete permanently.
• Tick several rows to Archive selected or Delete selected at once.

Import and export

• Export downloads infrastructure.csv with the rows that match your current filters.
• Import adds servers from a CSV. Click Download sample CSV for the columns: server_name, client_name, provider_name, region, operating_system_version, ip_address, monthly_cost, due_date and status. Only server_name is required. Rows whose server name already exists are flagged as duplicates. See CSV templates.

Operating systems

Administrators keep the agency’s list of operating systems in Settings → Operating systems. See Agency settings.