Setup Wizard

Navigation: WP Admin > License Server > Settings > Setup Wizard (button in the Settings header)

The setup wizard configures the essential settings so you can start selling and managing software licenses. There are two wizards:

WizardURLPurpose
Basicwp-admin/admin.php?page=slswc-setup-wizardPlugin license, license behavior and support settings.
Advancedwp-admin/admin.php?page=slswc-advanced-wizardLicense key format, Downloads API and Composer repository.

Both are hidden admin pages that need the manage_options capability.

When the Wizard Runs

  • After activation: the first time you load the admin after activating the plugin (within 60 seconds), you are redirected to the basic wizard. The redirect happens only once, and is skipped if the wizard was already completed or you are in the network admin.
  • Any time: click the Setup Wizard button at the top of WP Admin > License Server > Settings to run it again.

The wizard is marked as complete (option slswc_wizard_completed) when you reach the Done step of the basic wizard. Skip setup (top right), Skip wizard (next to each step's button) and the Esc key all jump straight to the Done step, which also marks the wizard complete.

Basic Wizard

Step 1: Welcome

An overview of what the wizard sets up. Click Let's go to start.

Setup wizard welcome step

Step 2: License

Enter your License Key to activate the plugin's own license. This is the same as WP Admin > License Server > Settings > Activation (see Activation). Leave it blank to skip this step.

Step 3: Behavior

License lifecycle options. These are the same options as Settings > General.

OptionDescription
Expire by purchase dateLicenses expire based on the original purchase date rather than the activation date.
Extend on renewalAllow license expiry to be extended when a subscription is renewed.
Auto-delete on refundDelete the license keys when an order is fully refunded.
Enable License RecoveryLet customers recover lost license keys on a self-service page. On by default.
Expiry Reminder EmailSend reminder emails before a license expires: None, 7 days before, 14 days before, 30 days before, or All (7, 14 & 30 days).
Setup wizard behavior step

Step 4: Support

Support system options. These are the same options as Settings > Support.

OptionDescription
Notification EmailReceives an email when customers open new support tickets. Defaults to the site admin email.
Enable public support (no login required)Allow customers to submit tickets without an account.
License Key RequirementOptional or Required: whether a license key must be provided when opening a ticket.

Step 5: Done

The You're all set screen. Click Create your first product to open a new product, or pick one of the Recommended next steps:

  • Configure a payment gateway โ€” opens WP Admin > WooCommerce > Settings > Payments.
  • Configure advanced settings โ€” opens the advanced wizard.
  • Migrate your existing licenses โ€” shown only when data from another licensing plugin is detected. Opens Settings > Migrations.
  • Start integrating your plugins and themes โ€” opens the client SDK documentation.

Below these are the Recommended plugins, and a Go to dashboard button.

Setup wizard done step with recommended plugins

Advanced Wizard

Open it from Configure advanced settings on the Done step, or go to wp-admin/admin.php?page=slswc-advanced-wizard.

Advanced setup wizard

Step 1: Configuration

OptionDescription
Key FormatSegmented (XXXX-XXXX-XXXX-XXXX), Classic Hash (40-character hex string), Compact (XXXXXX-XXXXXX) or Extended (XXXXXX-XXXXXX-XXXXXX-XXXXXX). Applies to newly generated keys.
Key PrefixOptional text added before every key, separated by a dash.
Key SuffixOptional text added after every key, separated by a dash.
Character SetReadable Alphanumeric (no ambiguous characters), Alphanumeric, Hexadecimal, or Uppercase + Numbers.
Enable Downloads APICustomers can install products directly from their site without manual downloads.
Enable Composer repositoryServe a Composer packages.json endpoint for license-gated installs.
Composer vendor nameShown when the Composer repository is enabled. The vendor prefix for package names, e.g. my-company/plugin-slug.

These are the same options as Settings > Key Generator and Settings > Advanced.

Step 2: Done

Click Go to settings or Go to dashboard. The Recommended plugins are shown here too.

Both Done steps suggest companion plugins you can install in one click:

PluginRequires
Licensio Knowledge BasePHP 7.4, WordPress 6.4
UtmatraPHP 8.0, WordPress 6.9

How it works:

  • The section is shown only to users who can install and activate plugins. Plugins that are already active are always shown, with an Active โœ“ tag and a Go to โ€ฆ link.
  • Plugins that can be installed start ticked. Select all appears when there are two or more.
  • Install selected (N) installs and activates the ticked plugins one after another, with progress on each card. If one fails, the rest still install.
  • A plugin your site can't run shows a disabled checkbox and the reason, for example "Requires PHP 8.0 or later."
  • If an install fails, the card shows the error and a link to install the plugin from the Plugins screen instead. This is also what you see when your host needs FTP or SSH details to install plugins.

Tip: Developers can change the list with the slswc_recommended_plugins filter. See the Hooks Reference and the POST /install endpoint.

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