diff options
Diffstat (limited to 'httemplate/docs/upgrade8.html')
-rw-r--r-- | httemplate/docs/upgrade8.html | 60 |
1 files changed, 38 insertions, 22 deletions
diff --git a/httemplate/docs/upgrade8.html b/httemplate/docs/upgrade8.html index e6184df..0210430 100644 --- a/httemplate/docs/upgrade8.html +++ b/httemplate/docs/upgrade8.html @@ -7,8 +7,8 @@ <li>If migrating from less than 1.3.1, see these <a href="upgrade7.html">instructions</a> first. <li><font size="+2" color="#ff0000">Backup your database and current Freeside installation.</font> (with <a href="http://www.ca.postgresql.org/devel-corner/docs/postgres/backup.html">PostgreSQL</a>) (with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Backup">MySQL</a>) <li><a href="http://perl.apache.org/">mod_perl</a> is now required. - <li>Install <a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>, <a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a> and <a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>. - <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>. + <li>Install <a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>, <a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a> and <a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a> (minimum version 0.02). + <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a> (use version 1.0x - Freeside is not yet compatible with version 1.1x). <li>Install <a href="http://rsync.samba.org/">rsync</a> </ul> <table> @@ -36,6 +36,7 @@ PerlSetVar Global /usr/local/etc/freeside/asp-global/ </pre></font> </ul></td> <td><ul> + <li>(use version 1.0x - Freeside is not yet compatible with version 1.1x) <li>Run <tt>make masondocs</tt> <li>Copy <tt>masondocs/</tt> to your web server's document space. <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory. @@ -69,6 +70,12 @@ CREATE TABLE svc_forward ( dst varchar(80), PRIMARY KEY (svcnum) ); +ALTER TABLE part_svc ADD svc_forward__srcsvc varchar(80) NULL; +ALTER TABLE part_svc ADD svc_forward__srcsvc_flag char(1) NULL; +ALTER TABLE part_svc ADD svc_forward__dstsvc varchar(80) NULL; +ALTER TABLE part_svc ADD svc_forward__dstsvc_flag char(1) NULL; +ALTER TABLE part_svc ADD svc_forward__dst varchar(80) NULL; +ALTER TABLE part_svc ADD svc_forward__dst_flag char(1) NULL; CREATE TABLE cust_credit_bill ( creditbillnum int primary key, @@ -213,9 +220,12 @@ CREATE TABLE cust_tax_exempt ( ); CREATE UNIQUE INDEX cust_tax_exempt1 ON cust_tax_exempt ( taxnum, year, month ); -ALTER TABLE svc_acct ADD domsvc integer NOT NULL; +ALTER TABLE svc_acct ADD domsvc integer NULL; +ALTER TABLE part_svc ADD svc_acct__domsvc varchar(80) NULL; +ALTER TABLE part_svc ADD svc_acct__domsvc_flag char(1) NULL; ALTER TABLE svc_domain ADD catchall integer NULL; ALTER TABLE cust_main ADD referral_custnum integer NULL; +ALTER TABLE cust_main ADD comments text NULL; ALTER TABLE cust_pay ADD custnum integer; ALTER TABLE cust_pay_batch ADD paybatchnum integer; ALTER TABLE cust_refund ADD custnum integer; @@ -233,6 +243,8 @@ ALTER TABLE cust_refund ADD closed char(1) NULL; ALTER TABLE cust_bill_event ADD status varchar(80); ALTER TABLE cust_bill_event ADD statustext text NULL; ALTER TABLE svc_acct ADD sec_phrase varchar(80) NULL; +ALTER TABLE part_svc ADD svc_acct__sec_phrase varchar(80) NULL; +ALTER TABLE part_svc ADD svc_acct__sec_phrase_flag char(1) NULL; ALTER TABLE part_pkg ADD taxclass varchar(80) NULL; ALTER TABLE cust_main_county ADD taxclass varchar(80) NULL; ALTER TABLE cust_main_county ADD exempt_amount decimal(10,2); @@ -276,7 +288,6 @@ CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum ); CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum ); CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum ); CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum ); -CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum ); </pre> <li>If you wish to enable service/shipping addresses, apply the following changes to your database: @@ -294,23 +305,24 @@ ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL; ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL; ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL; ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL; -CREATE INDEX cust_main1 ON cust_main ( ship_last ); -CREATE INDEX cust_main2 ON cust_main ( ship_company ); -</pre> - <li>If you wish to enable customer comments, apply the following change to - your database: -<pre> -ALTER TABLE cust_main ADD COLUMN comments text NULL; +CREATE INDEX cust_main4 ON cust_main ( ship_last ); +CREATE INDEX cust_main5 ON cust_main ( ship_company ); </pre> <li>If you are using the signup server, reinstall it according to the <a href="signup.html">instructions</a>. The 1.3.x signup server is not compatible with 1.4.x. - <li>Run bin/dbdef-create. + <li>Run <tt>bin/dbdef-create <i>username</i></tt> <li>If you have svc_acct_sm records or service definitions: <ul> <li>Create a service definition with table svc_forward - <li>Run bin/fs-migrate-svc_acct_sm + <li>Run <tt>bin/fs-migrate-svc_acct_sm <i>username</i></tt> + </ul> + <li>Or if you just have svc_acct records: + <ul> + <li>Order and provision a package for your default domain and note down the <b>Service #</b> or <i>svcnum</i>. + <li><tt>UPDATE svc_acct SET domsvc = </tt><i>svcnum</i> + <li>Update your service definitions to have default (or fixed) <b>domsvc</b>. </ul> - <li>Run bin/fs-migrate-payref - <li>Run bin/fs-migrate-part_svc + <li>Run <tt>bin/fs-migrate-payref<i>username</i></tt> + <li>Run <tt>bin/fs-migrate-part_svc<i>username</i></tt> <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database: <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr> <tr><td> @@ -322,9 +334,10 @@ CREATE TABLE cust_pay_temp ( _date int null, payby char(4) not null, payinfo varchar(16) null, - paybatch varchar(80) null + paybatch varchar(80) null, + closed char(1) null ); -INSERT INTO cust_pay_temp SELECT * from cust_pay; +INSERT INTO cust_pay_temp SELECT paynum, custnum, paid, _date, payby, payinfo, paybatch, closed FROM cust_pay; DROP TABLE cust_pay; ALTER TABLE cust_pay_temp RENAME TO cust_pay; CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum); @@ -337,9 +350,10 @@ CREATE TABLE cust_refund_temp ( reason varchar(80) not null, payby char(4) not null, payinfo varchar(16) null, - paybatch varchar(80) null + paybatch varchar(80) null, + closed char(1) null ); -INSERT INTO cust_refund_temp SELECT * from cust_refund; +INSERT INTO cust_refund_temp SELECT refundnum, custnum, _date, refund, otaker, reason, payby, payinfo, '', closed from cust_refund; DROP TABLE cust_refund; ALTER TABLE cust_refund_temp RENAME TO cust_refund; CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum); @@ -350,9 +364,11 @@ ALTER TABLE cust_pay DROP COLUMN invnum; ALTER TABLE cust_refund DROP COLUMN crednum; </pre></font> </td></tr></table> - <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again. - <li><b>IMPORTANT</b>: run bin/create-history-tables - <li><b>IMPORTANT: After running bin/create-history-tables</b>, run bin/dbdef-create again. + <li><b>IMPORTANT: After applying the second set of database changes</b>, run <tt>bin/dbdef-create <i>username</i></tt> again. + <li><b>IMPORTANT</b>: run <tt>bin/create-history-tables <i>username</i></tt> + <li><b>IMPORTANT: After running bin/create-history-tables</b>, run <tt>bin/dbdef-create <i>username</i></tt> again. + <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <i>username</i></tt +> to populate the message catalog <li>set the <a href="../config/config.cgi#username_policy">user_policy configuration value</a> as appropriate for your site. <li>set the <a href="../config/config.cgi#locale">locale configuration value</a> to en_US. <li>the mxmachines, nsmachines, arecords and cnamerecords configuration values have been deprecated. Set the <a href="../config/config.cgi#defaultrecords">defaultrecords configuration value</a> instead. |