From 160be29a0dc62e79a4fb95d2ab8c0c7e5996760e Mon Sep 17 00:00:00 2001 From: cvs2git Date: Mon, 12 Aug 2002 06:17:10 +0000 Subject: This commit was manufactured by cvs2svn to create branch 'BESTPRACTICAL'. --- httemplate/docs/admin.html | 81 ---------------------------------------------- 1 file changed, 81 deletions(-) delete mode 100755 httemplate/docs/admin.html (limited to 'httemplate/docs/admin.html') diff --git a/httemplate/docs/admin.html b/httemplate/docs/admin.html deleted file mode 100755 index 50beafe78..000000000 --- a/httemplate/docs/admin.html +++ /dev/null @@ -1,81 +0,0 @@ - - Administration - - -

Administration

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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. -
Select Configuration from the main menu and update your configuration values. -
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 View/Edit service - definitions and Add a new service definition with Table - svc_domain (and no modifiers). - -
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 View/Edit package - definitions and Add a new package definition which includes - quantity 1 of the svc_domain service you created above. - -
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 - View/Edit agent types and Add a new agent type. Allow this - agent type to sell the package you created above. - -
After creating a new agent type, you must create an agent. Click on - View/Edit agents and Add a new agent. - -
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 View/Edit advertising - sources and Add a new advertising source. - -
Click on New Customer and create a new customer for your system - accounts with billing type Complimentary. - -
From the Customer View screen of the newly created customer, order the - package you defined above. - -
From the Package View screen of the newly created package, choose - (Provision) to add the customer's service for this new package. - -
Add your own domain. - -
Go back to View/Edit service definitions on the main menu, and - Add a new service definition with Table svc_acct. - Select your domain in the domsvc Modifier. Set Fixed to define - a service locked-in to this domain, or Default to define a service - which may select from among this domain and the customer's domains. - -

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Create at least POP (Point of Presence) by selecting - View/Edit POPs from the main menu.	OR	If you are not doing dialup, set slipip to fixed and blank for all your - Service Definitions which have Table svc_acct.

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If you are using Freeside to keep track of sales taxes, define tax - information for your locales by clicking on the View/Edit locales and tax - rates on the main menu. - -
If you would like Freeside to notify your customers when their credit - cards and other billing arrangements are about to expire, arrange for - freeside-expiration-alerter to be run daily by cron or similar - facility. The message it sends can be configured from the - Configuration choice of the main menu as alerter_template. - -

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