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diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html new file mode 100755 index 0000000..50beafe --- /dev/null +++ b/httemplate/docs/admin.html @@ -0,0 +1,81 @@ +<head> + <title>Administration</title> +</head> +<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 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>. + + <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 + <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 + which may select from among this domain and the customer's domains. + + <li><table><tr> + <td> Create at least POP (Point of Presence) by selecting + <u>View/Edit POPs</u> from the main menu.</td> + <th align="left"> OR </th> + <td>If you are not doing dialup, set slipip to fixed and blank for all your + Service Definitions which have Table <b>svc_acct</b>.</td> + </tr></table> + + <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. + + <li>If you would like Freeside to notify your customers when their credit + cards and other billing arrangements are about to expire, arrange for + <b>freeside-expiration-alerter</b> to be run daily by cron or similar + facility. The message it sends can be configured from the + <u>Configuration</u> choice of the main menu as <u>alerter_template</u>. + +</ul> +</body> +</html> |