# 📋 INSTALLATION QUICK REFERENCE CARD **Keep this handy during installation!** --- ## CREDENTIALS TO SAVE ``` ┌──────────────────────────────────┐ │ CPANEL LOGIN │ ├──────────────────────────────────┤ │ URL: https://thechintanpatel.co.in:2083 │ │ Username: _____________________ │ │ Password: _____________________ │ └──────────────────────────────────┘ ┌──────────────────────────────────┐ │ FTP CONNECTION (FileZilla) │ ├──────────────────────────────────┤ │ Host: crm.trusttaxadvisor.com │ │ User: username@yourdomain.com │ │ Pass: _____________________ │ │ Port: 21 │ └──────────────────────────────────┘ ┌──────────────────────────────────┐ │ DATABASE │ ├──────────────────────────────────┤ │ Name: fmpdcrei_tta1 │ │ User: fmpdcrei_tta1 │ │ Pass: fmpdcrei_tta1 │ │ Host: localhost │ │ Port: 3306 │ └──────────────────────────────────┘ ┌──────────────────────────────────┐ │ ADMIN LOGIN │ ├──────────────────────────────────┤ │ Mobile: 918733870977 │ │ Email: admin@trusttaxadvisor.com │ │ Login: OTP via WhatsApp │ └──────────────────────────────────┘ ┌──────────────────────────────────┐ │ EMAIL SETTINGS │ ├──────────────────────────────────┤ │ Address: noreply@trusttaxadvisor │ │ Password: Chintan@1993 │ │ Server: mail.trusttaxadvisor.com │ │ Port: 465 (SMTP) │ └──────────────────────────────────┘ ``` --- ## WHATSAPP API DETAILS ``` API URL: https://whatsapp.thechintanpatel.co.in/api/create-message APP KEY: 1a68fcd1-3746-4be7-9cc0-334423e4e1d5 AUTH KEY: yoQ5tAx2MjtnOM2JCu8HU5IuL14DDkKesmGnCVOLRzuyVbu1qv ``` --- ## CPANEL NAVIGATION QUICK MAP ``` ┌─ CPANEL HOME ─────────────────────────┐ │ │ ├─ DATABASE & FILES │ │ ├─ File Manager (upload files) │ │ ├─ FTP Accounts (FTP credentials) │ │ ├─ MySQL Databases (create DB/user) │ │ └─ phpMyAdmin (import schema.sql) │ │ │ ├─ EMAIL │ │ ├─ Email Accounts (create email) │ │ └─ Email Forwarding │ │ │ ├─ SECURITY │ │ ├─ AutoSSL (enable HTTPS) │ │ └─ SSL/TLS │ │ │ ├─ APPLICATION │ │ ├─ Setup Node.js App │ │ └─ Rails/Node.js/Python │ │ │ └─ DEVELOPER TOOLS │ ├─ Error Log (view errors) │ └─ Backup / Restore │ ``` --- ## INSTALLATION QUICK STEPS ``` 1. UPLOAD FILES FileZilla → public_html → Upload "Trust Tax Advisor" folder [█████████████████████] Complete 2. CREATE DATABASE cPanel → MySQL Databases → Create DB: fmpdcrei_tta1 [████████] Complete 3. CREATE USER cPanel → MySQL → Create User: fmpdcrei_tta1 [████████] Complete 4. ASSIGN USER cPanel → MySQL → Add user to database [████████] Complete 5. IMPORT SCHEMA cPanel → phpMyAdmin → Import → schema.sql [█████████████] Complete (verify 12 tables) 6. CONFIGURE BACKEND File Manager → backend → Edit .env [████████████████] Complete 7. SETUP NODE.JS cPanel → Setup Node.js App → Create app [████] Create 8. NPM INSTALL cPanel → Setup Node.js → NPM Install [████████████████████] Complete (5-10 min) 9. ENABLE SSL cPanel → AutoSSL → Install [████████] Complete 10. RESTART APP cPanel → Setup Node.js → Restart [████████] Complete 11. TEST Browser → https://yourdomain.com [████████] Login page loaded! 12. LOGIN TEST Mobile: 918733870977 → Get OTP → Enter OTP [████████] Dashboard loaded! ``` --- ## .ENV FILE KEY VALUES ``` REQUIRED (Database): DB_HOST=localhost DB_USER=fmpdcrei_tta1 DB_PASSWORD=Chintan@1993 DB_NAME=fmpdcrei_tta1 REQUIRED (Email): SMTP_USER=noreply@trusttaxadvisor.com SMTP_PASSWORD=Chintan@1993 SMTP_HOST=mail.trusttaxadvisor.com SMTP_PORT=465 REQUIRED (WhatsApp): WHATSAPP_API_URL=https://whatsapp.thechintanpatel.co.in/api/create-message WHATSAPP_APP_KEY=1a68fcd1-3746-4be7-9cc0-334423e4e1d5 WHATSAPP_AUTH_KEY=yoQ5tAx2MjtnOM2JCu8HU5IuL14DDkKesmGnCVOLRzuyVbu1qv REQUIRED (Server): PORT=3000 NODE_ENV=production CORS_ORIGIN=http://thechintanpatel.co.in GENERATE NEW: JWT_SECRET=(generate random: 64 char string) ``` --- ## VERIFICATION CHECKLIST ``` ✓ Files uploaded (public_html/Trust Tax Advisor) ✓ Database exists (fmpdcrei_tta1) ✓ 12 tables created (check in phpMyAdmin) ✓ .env file created and filled ✓ Node.js app created ✓ npm install completed ✓ SSL enabled (HTTPS) ✓ Node.js app restarted ✓ https://yourdomain.com loads ✓ https://yourdomain.com/api/health returns JSON ✓ Admin login works (918733870977) ✓ Dashboard loads after login ``` --- ## ERROR QUICK FIXES ``` LOGIN PAGE WON'T LOAD? → Wait 5 minutes (SSL propagation) → Clear cache (Ctrl+Shift+Delete) → Try incognito window (Ctrl+Shift+P) → Test /api/health endpoint DATABASE CONNECTION ERROR? → Check .env credentials match cPanel database → Verify user has ALL permissions → Check database and user exist NODE.JS WON'T START? → Click Restart in Setup Node.js App → Check .env file is correct → Review error logs in cPanel OTP NOT RECEIVED? → Verify mobile: 918733870977 → Check WhatsApp is active on that number → Try email login instead → Restart Node.js app FILES WON'T UPLOAD? → Check internet connection → Verify FTP credentials → Try uploading in smaller chunks → Restart FileZilla ``` --- ## FILE LOCATIONS TO REMEMBER ``` Uploaded Files: /public_html/Trust Tax Advisor/ Database File: /public_html/Trust Tax Advisor/database/schema.sql Backend Config: /public_html/Trust Tax Advisor/backend/.env Startup File: /public_html/Trust Tax Advisor/backend/server.js Frontend: /public_html/Trust Tax Advisor/frontend/ Error Logs: cPanel → Error Log (or check root error_log) ``` --- ## URLS TO TEST ``` Website: http://thechintanpatel.co.in API Health: http://thechintanpatel.co.in/api/health cPanel: https://thechintanpatel.co.in:2083 phpMyAdmin: https://yourdomain.com/cpanel ... then click phpMyAdmin ``` --- ## TIME ESTIMATES ``` File Upload: 5-10 min Database Setup: 5 min Config: 5-10 min Node.js Setup: 2 min NPM Install: 5-15 min SSL Install: 1-5 min Testing: 5 min ───────────────────────── TOTAL: 30-60 min ``` --- ## WHEN TO CONTACT SUPPORT ``` CONTACT HOSTING PROVIDER: • Files won't upload via FTP • Database won't create • MySQL user permission issues • SSL certificate won't install • Node.js app won't find startup file • cPanel is down/not responding CONTACT DEVELOPER: • Website showing error after login • OTP system not working properly • Dashboard displaying wrong data • Need to customize features • Need to add new functionality • Database structure changes needed SELF-HELP FIRST: • Wrong .env values? Re-edit file • Forgot password? Use email/WhatsApp login • Browser cache? Clear it (Ctrl+Shift+Delete) • App not starting? Click Restart • Can't remember credentials? Check saved notes ``` --- ## IMPORTANT REMINDERS ``` ⚠️ NEVER SHARE .env FILE WITH ANYONE! It contains passwords and API keys ⚠️ SAVE YOUR CREDENTIALS SOMEWHERE SAFE Printed document or password manager ⚠️ CHANGE ADMIN PASSWORD AFTER FIRST LOGIN Go to Settings → Change Password ⚠️ SETUP DATABASE BACKUPS cPanel → Backups every week ⚠️ MONITOR YOUR DOMAIN Check website works daily ⚠️ UPDATE .env FOR YOUR DOMAIN CORS_ORIGIN must match your URL ⚠️ ENABLE HTTPS (SSL) Use AutoSSL in cPanel ``` --- ## POST-INSTALLATION TASKS ``` IMMEDIATE: □ Test website loads □ Test login works □ Change admin password □ Change admin email to your email FIRST WEEK: □ Create test user accounts □ Test OTP system □ Test email notifications □ Test WhatsApp notifications □ Configure email settings FIRST MONTH: □ Setup automated backups □ Monitor error logs □ Train staff users □ Configure commission system □ Setup payment gateway (if needed) ``` --- **KEEP THIS CARD HANDY DURING INSTALLATION!** Good luck! 🚀