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authorivan <ivan>2006-02-16 21:43:02 +0000
committerivan <ivan>2006-02-16 21:43:02 +0000
commita2b0b3e8500b08a5cf017c85693d9649853f8569 (patch)
treeebcbc5c42fa0112e71f6afbd4c1584a4f2df676a /httemplate/docs
parentc8a6843a92a556315b85e6b3f4ed1bebdfd2e35d (diff)
automate more of the initial data adding...
Diffstat (limited to 'httemplate/docs')
-rwxr-xr-xhttemplate/docs/admin.html45
-rw-r--r--httemplate/docs/install.html11
2 files changed, 4 insertions, 52 deletions
diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html
index 9ce259c2b..2aa934812 100755
--- a/httemplate/docs/admin.html
+++ b/httemplate/docs/admin.html
@@ -11,49 +11,8 @@
/home/httpd/html, open https://your_host/freeside/. Replace
"your_host" with the name or network address of your web server.
<li>Select <u>Configuration</u> from the main menu and update your configuration values.
- <li>Next you must create a service definition. An example of a service
- definition would be a dial-up account or a domain. First, it is
- necessary to create a domain definition. Click on <u>View/Edit service
- definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
- <b>svc_domain</b> (and no modifiers).
- <li>Now that you have created your first service, you must create a package
- including this service which you can sell to customers. Zero, one, or many
- services are bundled into a package. Click on <u>View/Edit package
- definitions</u> and <u>Add a new package definition</u> which includes
- quantity <b>1</b> of the svc_domain service you created above.
-
- <li>After you create your first package, then you must define who is
- able to sell that package by creating an agent type. An example of
- an agent type would be an internal sales representitive which sells
- regular and promotional packages, as opposed to an external sales
- representitive which would only sell regular packages of services. Click on
- <u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this
- agent type to sell the package you created above.
-
- <li>After creating a new agent type, you must create an agent. Click on
- <u>View/Edit agents</u> and <u>Add a new agent</u>.
-
- <li>Set up at least one Advertising source. Advertising sources will help
- you keep track of how effective your advertising is, tracking where customers
- heard of your service offerings. You must create at least one advertising
- source. If you do not wish to use the referral functionality, simply create
- a single advertising source only. Click on <u>View/Edit advertising
- sources</u> and <u>Add a new advertising source</u>.
-
- <li>Click on <u>New Customer</u> and create a new customer for your system
- accounts with billing type <b>Complimentary</b>. Leave the <i>First
- package</i> dropdown set to <b>(none)</b>.
-
- <li>From the Customer View screen of the newly created customer, order the
- package you defined above.
-
- <li>From the Package View screen of the newly created package, choose
- <u>(Provision)</u> to add the customer's service for this new package.
-
- <li>Add your own domain.
-
- <li>Go back to <u>View/Edit service definitions</u> on the main menu, and
+ <li>Go to <u>View/Edit service definitions</u> on the main menu, and
<u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>.
Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define
a service locked-in to this domain, or <b>Default</b> to define a service
@@ -69,7 +28,7 @@
<li>If you are using Freeside to keep track of sales taxes, define tax
information for your locales by clicking on the <u>View/Edit locales and tax
- rates</b> on the main menu.
+ rates</u> on the main menu.
<li>If you would like Freeside to notify your customers when their credit
cards and other billing arrangements are about to expire, arrange for
diff --git a/httemplate/docs/install.html b/httemplate/docs/install.html
index 1f80db1a7..02572759e 100644
--- a/httemplate/docs/install.html
+++ b/httemplate/docs/install.html
@@ -196,17 +196,10 @@ require valid-user
<pre>$ su
# <a href="man/bin/freeside-adduser.html">freeside-adduser</a> fs_queue
# <a href="man/bin/freeside-adduser.html">freeside-adduser</a> fs_selfservice</pre>
- <li>As the freeside UNIX user, run <tt>freeside-setup <b>username</b></tt> to create the database tables, passing the username of a Freeside user you created above:
+ <li>As the freeside UNIX user, run <tt>freeside-setup -d <b>domain.name</b> <b>username</b></tt> to create the database tables and initial data, passing the username of a Freeside user you created above:
<pre>
$ su freeside
-$ freeside-setup <b>username</b>
-</pre>
- Alternately, use the -s option to enable shipping addresses: <tt>freeside-setup -s <b>username</b></tt>
- <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <b>username</b></tt> (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above:
-<pre>
-$ su freeside
-$ cd <b>/path/to/freeside/</b>
-$ bin/populate-msgcat <b>username</b>
+$ freeside-setup -d </b>example.com</b> <b>username</b>
</pre>
<li><tt>freeside-queued</tt> was installed with the Perl modules. Start it now and ensure that is run upon system startup (Do this manually, or edit the top-level Makefile, replacing INIT_FILE with the appropriate location on your systemand QUEUED_USER with the username of a Freeside user you created above, and run <tt>make install-init</tt>)
<li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.