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«OpenSRS - Reseller's Guide to Domain Name Registration and Management January 7, 2014 Table of Contents The OpenSRS Platform OpenSRS Products ...»

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OpenSRS - Reseller's Guide to Domain

Name Registration and Management

January 7, 2014

Table of Contents

The OpenSRS Platform

OpenSRS Products

Definition of Terms

Getting Started

Quick Start vs. Full Access

Quick Start Implementation

Full Access Implementation

Our Two Environments: Live and Test

Using Non-ASCII Characters for Messaging

Domain Registration and Management

The Reseller Web Interface (RWI)

The RWI Login Journal

Data Archiving

What's New

Important Links

Domain Registration Administration

Domain Lookups

New gTLD Sunrise Orders

Availability Settings

Personal Names Service

Checking the Availability of Personal Names

Registering Personal Names

Updating Personal Names

Domain Notes

Personal Names Billing

Personal Names Email

Personal Names Service Mail Client Settings

Personal Names in the Test Environment

Order Management

View Orders

Search for Orders

Advanced Order Search

Change Owner/Registrant

Submit.BE ownership change

View Orders

View Pending Orders

View Orders in Progress

.CA Orders in Progress (csv)

View Declined Orders

View Completed Orders

View Transfers

Requests Queuing

Messaging

Reseller Notification Log

Table of Contents

View Message Templates

Transfer Messaging

View Announcements

WDRP Management

Domain Management

DNS Management

Viewing domains with DNS Service

DNS Templates

Creating a DNS template

Managing DNS Zone Information

Adding DNS when registering a domain

Adding DNS to a registered domain

Editing DNS zone records

Domain Forwarding

Viewing domains with Domain Forwarding

Domain Forwarding Templates

Managing Domain Forwarding

Enabling domain forwarding

Editing domain forwarding

Search Domains Page

Search Criteria

OpenSRS Trust Service

OpenSRS Publishing Service

OpenSRS Domain Manager

OpenSRS Storefront

Sub-Reseller Management

Creating a Sub-Reseller

Viewing and Editing Sub-Resellers

Creating Sub-Reseller Price Plans

Assigning Price Plans to Sub-Resellers

Transferring Funds

Sub-Reseller Branding

Profile Management

Reseller Password Recovery Options

The Manage Web Interface (MWI)

The Domain Year

Leap Year Registrations

Synchronous vs. Asynchronous Registries

Common Domain-Oriented Issues

Reseller Contact Information for End Users

Registration Service Provider Information in WHOIS

Custom Message for Registrants Contacting OpenSRS Support...............70 Reseller Affiliates

Payments

Wire Transfers

Checks and International Money Orders

Online Credit Card Payments

Automated Check Handling (Direct Withdrawal)

Table of Contents

Payment Information

Billing Transactions

Financial Statements

Refunds

General TLD (gTLD) Registrations

Domain Registration Considerations

DNS Requirements

Quickstart Considerations

Deleting New Registrations

Renewals

Renewal Flow

Renewals Features Overview

The Reseller Web Interface and Renewals

Renewal Functionality from 90, 60, 30, 0 days and Passed Due Views..90 Individual Renewals

Bulk Renewals

Setting domains to Auto-Renew

Auto-Renew all New/Transferred Domains

Setting domains for non-renewal

Renewals without Sufficient Funds

Script/Client Considerations for Renewals

Renewal Messaging

Reseller Renewal Reminders

Configuring Registrant Renewal Reminders

Manually Sending a Renewal Notice to End Users

Reseller Renewal Confirmation

Registrant Renewal Confirmation

Bounced Renewal Messages

The Manage Web Interface and gTLD Renewals

Transfers and Changes of Ownership

DNS for Expired Domains

Archived Emails from OpenSRS

Pricing

Authcode

Managing gTLDs

WHOIS Info

WDRP - Whois Data Reminder Policy

Customizing the WDRP Message Sent to your Customers

Deleting New Registrations

Domain Locking

.ASIA

.ASIA Residency Requirements

.ASIA DNS Requirements

.ASIA Renewals

.ASIA Transfers

.ASIA Manage Considerations

.INFO gTLD

.INFO Residency Requirements

Table of Contents

.INFO DNS Requirements

.INFO Renewals

.INFO Transfers

.INFO Manage Considerations

.MOBI gTLD

.MOBI DNS Requirements

.MOBI Compliance

Viewing Pending Orders

Viewing Submitted Orders

.MOBI Renewals

.MOBI Manage Considerations

.NAME gTLD

.NAME Registration Eligibility

.NAME Domain Formats and Availability

.NAME DNS Requirements

.NAME Email Forwarding

Registering a Third-Level.NAME Domain with Email Forwarding.........121 Registering Second- and Third Level.NAME Domains without Email Forwarding





.NAME Renewals

.NAME Transfers and out-of-zone hosts

.NAME Manage Considerations

.PRO

.PRO name verification

.PRO DNS requirements

.PRO renewals

.PRO transfers

.PRO Changes of Ownership

.TEL

Viewing Pending Orders

.TEL Residency Requirements

.TEL DNS Requirements

.TEL Telhosting Platform

.TEL Renewals

.TEL Transfers

.XXX

.XXX DNS requirements

.XXX Renewals

XXX Manage Considerations

.XXX Transfers

Country Code TLDs

.AT

.AT Residency Requirements

.AT DNS Requirements

.AT Renewals

.AT Transfers and Changes of Ownership

.AT Cancellations

Table of Contents

.AU

.AU Residency Requirements

.AU Registration Considerations

.AU DNS Requirements

.AU Renewals

.AU Transfers and Changes of Ownership

.BE

.BE Contact Information

.BE Residency Requirements

.BE DNS Requirements

.BE Renewals and Registration Term

.BE Transfers and Changes of Ownership

.BZ

.BZ Residency Requirements

.BZ DNS Requirements

.BZ Renewals

.BZ Transfers and Changes of Ownership

.CA

.CA Residency Requirements

Canadian Presence Requirements (CPR)

.CA DNS requirements

WHOIS Privacy for.CA domains

.CA Renewals

.CA Transfers and Changes of Ownership

.CC

.CC Residency Requirements

.CC DNS Requirements

.CC Renewals

.CC Transfers and Changes of Ownership

.CH

.CH Residency Requirements

.CH DNS Requirements

.CH Renewals

.CH Transfers and Changes of Ownership

.CN

.CN Deletions

.CN Manage Considerations

.CO

.CO Residency Requirements

.CO DNS Requirements

.CO Renewals

.CO Transfers

.DE

.DE Residency Requirements

.DE DNS Requirements

.DE Expiries/Deletions

.DE Renewals

.DE Transfers

Table of Contents

.DE Manage Considerations

.DK

.DK Residency Requirements

.DK DNS Requirements

.DK Renewals

.DK Transfers

.ES

.ES Residency Requirements

.ES DNS Requirements

.ES Renewals

.ES Transfers and Changes of Ownership

.EU

.EU Contact Information

.EU Residency Requirements

.EU DNS Requirements

.EU Renewals and Registration Term

.EU Transfers and Changes of Ownership

.FR

.FR Residency Requirements

.FR DNS Requirements

.FR Renewals

.FR Transfers and Changes of Ownership

.IN

.IN Residency Requirements

.IN DNS Requirements

.IN Renewals

.IN Transfers and Changes of Ownership

.IT

.IT Residency Requirements

.IT DNS Requirements

.IT Renewals

.IT Transfers and Changes of Ownership

.LI

.LI Residency Requirements

.LI DNS Requirements

.LI Renewals

.LI Transfers and Changes of Ownership

.ME

.ME Residency Requirements

.ME DNS Requirements

.ME Renewals

.ME Transfers and Changes of Ownership

.MX and.COM.MX

.MX Residency Requirements

.MX DNS Requirements

.MX Renewals

.MX Transfers and Changes of Ownership

Table of Contents

.NL

.NL Residency Requirements

.NL DNS Requirements

.NL Renewals

.NL Transfers and Changes of Ownership

.TV

Deleting New Registrations

.TV Residency Requirements

.TV DNS Requirements

.TV Renewals

.TV Transfers and Changes of Ownership

.UK

Deleting New Registrations

VAT (Value Added Tax)

.UK Residency Requirements

.UK DNS Requirements

.*.UK Deletions

.*.UK Renewals

.*.UK Domain Expiration

*.UK Transfers and Changes of Ownership

.*.UK WHOIS

Modification of Contact Info - WHOIS Considerations

WHOIS Opt-Out

.US

Deleting New Registrations

.US Registration Considerations

Nexus Categories

.US DNS Requirements

The.US Authcode

.US Registration Flow

.US Registrant/Registrar/Reseller Transfers

Deleting New Registrations

.US Manage Considerations

.US Domain Redemption

.WS

.WS Residency Requirements

.WS DNS Requirements

.WS Renewals

.WS Transfers and Changes of Ownership

IDN (Internationalized Domain Name) Registrations

IDN Registrations

Converting to Punycode and Verifying Punycode Compliance................221 Changing Your Browser Settings to View IDNs

IDN Bulk Registrations Process Overview

Entering Data in Punycode for Bulk Registrations

Creating an IDN Flat File

Creating a Flat File

Table of Contents

Submitting Bulk IDN Registrations

IDN Supported TLDs and Languages

Bulk Changes

Restrictions by TLD for Type of Bulk Change

The Bulk Domain Change Management

Specifying the Domains to Which to Apply a Bulk Change

Standard Bulk Requests

Checking the Availability of Multiple Domains

Adding, Removing, or Resetting the DNS Service

Adding, Removing, or Modifying DNS Zone Records

Making Bulk Contact Changes

Adding Domain Forwarding to Multiple Domains

Locking and Unlocking Multiple Domains

Renewing Multiple Domains

Making Bulk DNS Changes

Enabling Parked Pages for Multiple Domains

Transferring Multiple Domains to another Reseller Account................241 Importing and Exporting Storefront Domains

Enabling Contact Privacy for Multiple Domains

Place Bulk Order Manually

Viewing Queued Bulk Change Requests

Suspending or Resuming a Bulk Change Request

Cancelling a Bulk Change Request

Terminating a Bulk Change Request

Contact Privacy

Product Overview

Enabling Contact Privacy for a New Domain

Disabling Contact Privacy

Viewing Domains with Contact Privacy

Searching for Domains with Contact Privacy

WHOIS Rate Limiting

Order Queuing

Viewing Queued Requests

Parked Pages Program

Enabling Parked Pages

Adding the Parked Pages Program to an Existing Domain

Adding the Parked Pages Program when Registering a Domain.............255 Adding the Parked Pages Program when Renewing a Domain................256 Adding the Parked Pages Program when Transferring a Domain............256 Searching for Domains that display Parked Pages

Opting out of the Parked Pages Program

Expired Domains

Auctions

Table of Contents

Messaging

End user messages

Reseller messages

Technical Support

Peer Based Support

Other Documentation

Communication Methods

Data Constraints

Registry Errors

The OpenSRS Platform The OpenSRS platform is an open source, wholesale product-provisioning model aimed at Resellers in the Internet industry. OpenSRS provides Resellers with the software and support required to incorporate domain name registration and additional Internet services into their business model.

This guide addresses the provisioning and management of domain names, by Resellers, through the OpenSRS platform.

OpenSRS Products OpenSRS currently offers the following products with their associated administrative and management services.

Domains Service  Personal Names Service   SSL Certificates Service  Email Service For more information on each of these services, please visit the OpenSRS website.

This document discusses the provisioning and management of domain names through the OpenSRS system. For documentation on the provisioning of other OpenSRS services please consult the User Guides available from the Documentation page at http://opensrs.com/site/resources/documentation.

–  –  –

Getting Started Quick Start vs. Full Access There are two ways for you to access the OpenSRS system: Quick Start and Full Access. While both methods fully utilize the OpenSRS system, they access it through different means. The best access method for your firm depends on a number of factors, including registration volumes, approach to customer support and desired level of process automation.

Quick Start Access Quick Start is a web-based solution that allows you to quickly and easily enter orders manually through the Control Panel. Because this is a manual process, you are wholly responsible for both collecting and distributing order information to your customers, a function that is fully automated with a Full Access implementation. With Quick Start implementations, however, there is no need for code development.



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