diff options
Diffstat (limited to 'httemplate')
| -rwxr-xr-x | httemplate/docs/admin.html | 45 | ||||
| -rw-r--r-- | httemplate/docs/install.html | 11 |
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. |