diff options
Diffstat (limited to 'htdocs/docs')
-rw-r--r-- | htdocs/docs/admin.html | 53 | ||||
-rw-r--r-- | htdocs/docs/config.html | 1 | ||||
-rw-r--r-- | htdocs/docs/index.html | 4 | ||||
-rw-r--r-- | htdocs/docs/install.html | 1 |
4 files changed, 57 insertions, 2 deletions
diff --git a/htdocs/docs/admin.html b/htdocs/docs/admin.html index 8adddbe92..b6665e05e 100644 --- a/htdocs/docs/admin.html +++ b/htdocs/docs/admin.html @@ -4,3 +4,56 @@ <body> <h1>Administration</h1> </body> +<ul> + <li>Open up the root of the Freeside document tree in your web + browser. For example, if you created the Freeside document tree in + /home/httpd/html/freeside, and your web browser's DocumentRoot is + /home/httpd/html, open http://your_host/freeside/. Replace + "your_host" with the name or network address of your web server. + + <li>Once in the Freeside web interface, you must first create a + service. An example of a service would be a dial-up account or a + hosted virtual domain. + + <li>After you create your first service or services, you must then + create a package of that service or services which you will sell to + your customer. To allow flexibility in changing your service + offerings, Freeside requires that you bundle your services into a + package before customers may purchase them. For instance, you could + create a leased line package which would consist of a one-time + charge for the customer premise equipment, the monthly service fee + for the leased line, a backup dial-up account, and a support + contract. You could also create a leased line package which omits + the support contract simply by adding a new package that does not + include the support contract. + + <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. + + <li>After creating a new agent type, you must create an agent, and + assign the the agent type you just created to it. + + <li>If the service you created was of type svc_acct, you may have to + create a POP from the main menu before you can create your first new + customer. + + <li>If you are using Freeside to keep track of sales taxes, you must + define tax information for your locale by clicking on the "View/Edit + locales and tax rates" link on the Freeside main menu. + + <li>Finally, you may optionally set up a referral by clicking on the + "View/Edit referrals" link in the Freeside main menu. Referrals + will help you keep track of how effective your advertising is, by + helping you keep track of where customers heard of your service + offerings. You must create at least one referral. If you do not wish to + use the referral functionality, simply create a single referral only. + + <li>You should now be ready to sign up your first customer by + clicking on the "New Customer" link at the top of the Freeside main + menu. +</ul> +</body> +</html> diff --git a/htdocs/docs/config.html b/htdocs/docs/config.html index e42cfd8e1..db218d642 100644 --- a/htdocs/docs/config.html +++ b/htdocs/docs/config.html @@ -25,6 +25,7 @@ All further configuration files and directories are located in <li><a name="apacheroot">apacheroot</a> - The directory containing Apache virtual hosts <li><a name="apachemachine">apachemachine</a> - A machine with the apacheroot directory and user home directories. The existance of this file enables setup of virtual host directories, and, in conjunction with the `home' configuration file, symlinks into user home directories. <li><a name="apachemachines">apachemachines</a> - Your Apache machines, one per line. This enables export of `/etc/apache/vhosts.conf', which can be included in your Apache configuration via the <a href="http://www.apache.org/docs/mod/core.html#include">Include</a> directive. + <li><a name="autocapnames">autocapnames</a> - The presence of this file will cause Freeside to use Javascript in /htdocs/edit/cust_main.cgi to automatically capitalize the first and last names of customers. <li><a name="bindprimary">bindprimary</a> - Your BIND primary nameserver. This enables export of /var/named/named.conf and zone files into /var/named <li><a name="bindsecondaries">bindsecondaries</a> - Your BIND secondary nameservers, one per line. This enables export of /var/named/named.conf <li><a name="bsdshellmachines">bsdshellmachines</a> - Your BSD flavored shell (and mail) machines, one per line. This enables export of `/etc/passwd' and `/etc/master.passwd'. diff --git a/htdocs/docs/index.html b/htdocs/docs/index.html index f5c43d02c..fa0459bca 100644 --- a/htdocs/docs/index.html +++ b/htdocs/docs/index.html @@ -12,10 +12,10 @@ <li><a href="upgrade5.html">Upgrading from 1.2.2 to 1.2.3</a> <li><a href="upgrade6.html">Upgrading from 1.2.3 to 1.2.4</a> <li><a href="config.html">Configuration files</a> -<!-- <li><a href="admin.html">Administration</a> -!--> +<!-- <li><a href="../index.html#admin">Administration</a> +!--> <li><a href="legacy.html">Importing legacy data</a> <li><a href="export.html">File exporting and remote setup</a> <li><a href="passwd.html">fs_passwd</a> diff --git a/htdocs/docs/install.html b/htdocs/docs/install.html index 300104b2d..21b575139 100644 --- a/htdocs/docs/install.html +++ b/htdocs/docs/install.html @@ -77,5 +77,6 @@ chmod 755 browse/*.cgi edit/*.cgi edit/process/*.cgi misc/*.cgi misc/process/*.c <li>Create the `/usr/local/etc/freeside/counters.<i>datasrc</i>', and `/usr/local/etc/freeside/export.<i>datasrc</i>' directories for each <i>datasrc</i> (owned by the freeside user). <li>As the freeside user, run bin/fs-setup to create the database tables. + <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation. </ul> </body> |