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/upgrade8.html | 392 ------------------------------------------ 1 file changed, 392 deletions(-) delete mode 100644 httemplate/docs/upgrade8.html (limited to 'httemplate/docs/upgrade8.html') diff --git a/httemplate/docs/upgrade8.html b/httemplate/docs/upgrade8.html deleted file mode 100644 index 0210430ef..000000000 --- a/httemplate/docs/upgrade8.html +++ /dev/null @@ -1,392 +0,0 @@ - - Upgrading to 1.4.0 - - -

Upgrading to 1.4.0 from 1.3.1

If migrating from less than 1.3.1, see these instructions first. -
Backup your database and current Freeside installation. (with PostgreSQL) (with MySQL) -
mod_perl is now required. -
Install Time-Duration, Tie-IxHash and HTML-Widgets-SelectLayers (minimum version 0.02). -
Install Apache::ASP or HTML::Mason (use version 1.0x - Freeside is not yet compatible with version 1.1x). -
Install rsync -

- - - - - - - - -

Apache::ASP Mason

Apache::ASP	Mason
- Run `make aspdocs` - Copy `aspdocs/` to your web server's document space. - Create a Global directory, such as `/usr/local/etc/freeside/asp-global/` - Copy `htetc/global.asa` to the Global directory. - Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example: - -<Directory /usr/local/apache/htdocs/freeside-asp> -<Files ~ (\.cgi)> -AddHandler perl-script .cgi -PerlHandler Apache::ASP -</Files> -<Perl> -$MLDBM::RemoveTaint = 1; -</Perl> -PerlSetVar Global /usr/local/etc/freeside/asp-global/ -</Directory> - -	- (use version 1.0x - Freeside is not yet compatible with version 1.1x) - Run `make masondocs` - Copy `masondocs/` to your web server's document space. - Copy `htetc/handler.pl` to your web server's configuration directory. - Edit `handler.pl` and set an appropriate `data_dir`, such as `/usr/local/etc/freeside/mason-data` - Configure Apache to use the `handler.pl` file and to execute .cgi files using HTML::Mason. For example: - -<Directory /usr/local/apache/htdocs/freeside-mason> -<Files ~ (\.cgi)> -AddHandler perl-script .cgi -PerlHandler HTML::Mason -</Files> -<Perl> -require "/usr/local/apache/conf/handler.pl"; -</Perl> -</Directory> - -

Run make aspdocs -
Copy aspdocs/ to your web server's document space. -
Create a Global directory, such as /usr/local/etc/freeside/asp-global/ -
Copy htetc/global.asa to the Global directory. -

Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example: -

-<Directory /usr/local/apache/htdocs/freeside-asp>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
-PerlHandler Apache::ASP
-</Files>
-<Perl>
-$MLDBM::RemoveTaint = 1;
-</Perl>
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
-</Directory>
-

(use version 1.0x - Freeside is not yet compatible with version 1.1x) -
Run make masondocs -
Copy masondocs/ to your web server's document space. -
Copy htetc/handler.pl to your web server's configuration directory. -
Edit handler.pl and set an appropriate data_dir, such as /usr/local/etc/freeside/mason-data -

Configure Apache to use the handler.pl file and to execute .cgi files using HTML::Mason. For example: -

-<Directory /usr/local/apache/htdocs/freeside-mason>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
-PerlHandler HTML::Mason
-</Files>
-<Perl>
-require "/usr/local/apache/conf/handler.pl";
-</Perl>
-</Directory>
-

Build and install the Perl modules: -
```
-$ su
-# make install-perl-modules
```
-

Apply the following changes to your database: -

-CREATE TABLE svc_forward (
-  svcnum int NOT NULL,
-  srcsvc int NOT NULL,
-  dstsvc int NOT NULL,
-  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,
-  crednum int not null,
-  invnum int not null,
-  _date int not null,
-  amount decimal(10,2) not null
-);
-
-CREATE TABLE cust_bill_pay (
-  billpaynum int primary key,
-  invnum int not null,
-  paynum int not null,
-  _date int not null,
-  amount decimal(10,2) not null
-);
-
-CREATE TABLE cust_credit_refund (
-  creditrefundnum int primary key,
-  crednum int not null,
-  refundnum int not null,
-  _date int not null,
-  amount decimal(10,2) not null
-);
-
-CREATE TABLE part_svc_column (
-  columnnum int primary key,
-  svcpart int not null,
-  columnname varchar(64) not null,
-  columnvalue varchar(80) null,
-  columnflag char(1) null
-);
-
-CREATE TABLE queue (
-  jobnum int primary key,
-  job text not null,
-  _date int not null,
-  status varchar(80) not null,
-  statustext text null,
-  svcnum int null
-);
-CREATE INDEX queue1 ON queue ( svcnum );
-CREATE INDEX queue2 ON queue ( status );
-
-CREATE TABLE queue_arg (
-  argnum int primary key,
-  jobnum int not null,
-  arg text null
-);
-CREATE INDEX queue_arg1 ON queue_arg ( jobnum );
-
-CREATE TABLE queue_depend (
-  dependnum int primary key,
-  jobnum int not null,
-  depend_jobnum int not null
-);
-CREATE INDEX queue_depend1 ON queue_depend ( jobnum );
-CREATE INDEX queue_depend2 ON queue_depend ( depend_jobnum );
-
-CREATE TABLE part_pop_local (
-  localnum int primary key,
-  popnum int not null,
-  city varchar(80) null,
-  state char(2) null,
-  npa char(3) not null,
-  nxx char(3) not null
-);
-CREATE UNIQUE INDEX part_pop_local1 ON part_pop_local ( npa, nxx );
-
-CREATE TABLE cust_bill_event (
-  eventnum int primary key,
-  invnum int not null,
-  eventpart int not null,
-  _date int not null
-);
-CREATE UNIQUE INDEX cust_bill_event1 ON cust_bill_event ( eventpart, invnum );
-CREATE INDEX cust_bill_event2 ON cust_bill_event ( invnum );
-
-CREATE TABLE part_bill_event (
-  eventpart int primary key,
-  payby char(4) not null,
-  event varchar(80) not null,
-  eventcode text null,
-  seconds int null,
-  weight int not null,
-  plan varchar(80) null,
-  plandata text null,
-  disabled char(1) null
-);
-CREATE INDEX part_bill_event1 ON part_bill_event ( payby );
-
-CREATE TABLE export_svc (
-  exportsvcnum int primary key,
-  exportnum int not null,
-  svcpart int not null
-);
-CREATE UNIQUE INDEX export_svc1 ON export_svc ( exportnum, svcpart );
-CREATE INDEX export_svc2 ON export_svc ( exportnum );
-CREATE INDEX export_svc3 ON export_svc ( svcpart );
-
-CREATE TABLE part_export (
-  exportnum int primary key,
-  machine varchar(80) not null,
-  exporttype varchar(80) not null,
-  nodomain char(1) NULL
-);
-CREATE INDEX part_export1 ON part_export ( machine );
-CREATE INDEX part_export2 ON part_export ( exporttype );
-
-CREATE TABLE part_export_option (
-  optionnum int primary key,
-  exportnum int not null,
-  optionname varchar(80) not null,
-  optionvalue text NULL
-);
-CREATE INDEX part_export_option1 ON part_export_option ( exportnum );
-CREATE INDEX part_export_option2 ON part_export_option ( optionname );
-
-CREATE TABLE radius_usergroup (
-  usergroupnum int primary key,
-  svcnum int not null,
-  groupname varchar(80) not null
-);
-CREATE INDEX radius_usergroup1 ON radius_usergroup ( svcnum );
-CREATE INDEX radius_usergroup2 ON radius_usergroup ( groupname );
-
-CREATE TABLE msgcat (
-  msgnum int primary key,
-  msgcode varchar(80) not null,
-  locale varchar(16) not null,
-  msg text not null
-);
-CREATE INDEX msgcat1 ON msgcat ( msgcode, locale );
-
-CREATE TABLE cust_tax_exempt (
-  exemptnum int primary key,
-  custnum int not null,
-  taxnum int not null,
-  year int not null,
-  month int not null,
-  amount decimal(10,2)
-);
-CREATE UNIQUE INDEX cust_tax_exempt1 ON cust_tax_exempt ( taxnum, year, month );
-
-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;
-ALTER TABLE cust_pkg ADD manual_flag char(1) NULL;
-ALTER TABLE part_pkg ADD plan varchar(80) NULL;
-ALTER TABLE part_pkg ADD plandata text NULL;
-ALTER TABLE part_pkg ADD setuptax char(1) NULL;
-ALTER TABLE part_pkg ADD recurtax char(1) NULL;
-ALTER TABLE part_pkg ADD disabled char(1) NULL;
-ALTER TABLE part_svc ADD disabled char(1) NULL;
-ALTER TABLE cust_bill ADD closed char(1) NULL;
-ALTER TABLE cust_pay ADD closed char(1) NULL;
-ALTER TABLE cust_credit ADD closed char(1) NULL;
-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);
-CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
-CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
-CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
-CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
-CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
-CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
-CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
-CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
-CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
-CREATE INDEX cust_pay2 ON cust_pay ( paynum );
-CREATE INDEX cust_pay3 ON cust_pay ( custnum );
-CREATE INDEX cust_pay4 ON cust_pay ( paybatch );
-

- -

If you are using PostgreSQL, apply the following changes to your database: -

-CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
-CREATE UNIQUE INDEX agent_type_pkey ON agent_type ( typenum );
-CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
-CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
-CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
-CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
-CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
-CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
-CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
-CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
-CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
-CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
-CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
-CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
-CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
-CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
-CREATE UNIQUE INDEX port_pkey ON port ( portnum );
-CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
-CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
-CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
-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 );
-

If you wish to enable service/shipping addresses, apply the following - changes to your database: -

-ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
-ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
-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_main4 ON cust_main ( ship_last );
-CREATE INDEX cust_main5 ON cust_main ( ship_company );
-

If you are using the signup server, reinstall it according to the instructions. The 1.3.x signup server is not compatible with 1.4.x. -
Run bin/dbdef-create username -
If you have svc_acct_sm records or service definitions: -
- Create a service definition with table svc_forward -
- Run bin/fs-migrate-svc_acct_sm username -
-
Or if you just have svc_acct records: -
- Order and provision a package for your default domain and note down the Service # or svcnum. -
- UPDATE svc_acct SET domsvc = svcnum -
- Update your service definitions to have default (or fixed) domsvc. -
-
Run bin/fs-migrate-payrefusername -
Run bin/fs-migrate-part_svcusername -

After running bin/fs-migrate-payref, apply the following changes to your database: - -

PostgreSQL	MySQL, others
- -CREATE TABLE cust_pay_temp ( - paynum int primary key, - custnum int not null, - paid decimal(10,2) not null, - _date int null, - payby char(4) not null, - payinfo varchar(16) null, - paybatch varchar(80) null, - closed char(1) null -); -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); -CREATE TABLE cust_refund_temp ( - refundnum int primary key, - custnum int not null, - _date int null, - refund decimal(10,2) not null, - otaker varchar(8) not null, - reason varchar(80) not null, - payby char(4) not null, - payinfo varchar(16) null, - paybatch varchar(80) null, - closed char(1) null -); -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); - -	- -ALTER TABLE cust_pay DROP COLUMN invnum; -ALTER TABLE cust_refund DROP COLUMN crednum; - -

PostgreSQL

MySQL, others

-CREATE TABLE cust_pay_temp (
-  paynum int primary key,
-  custnum int not null,
-  paid decimal(10,2) not null,
-  _date int null,
-  payby char(4) not null,
-  payinfo varchar(16) null,
-  paybatch varchar(80) null,
-  closed char(1) null
-);
-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);
-CREATE TABLE cust_refund_temp (
-  refundnum int primary key,
-  custnum int not null,
-  _date int null,
-  refund decimal(10,2) not null,
-  otaker varchar(8) not null,
-  reason varchar(80) not null,
-  payby char(4) not null,
-  payinfo varchar(16) null,
-  paybatch varchar(80) null,
-  closed char(1) null
-);
-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);
-

-ALTER TABLE cust_pay DROP COLUMN invnum;
-ALTER TABLE cust_refund DROP COLUMN crednum;
-

IMPORTANT: After applying the second set of database changes, run bin/dbdef-create username again. -
IMPORTANT: run bin/create-history-tables username -
IMPORTANT: After running bin/create-history-tables, run bin/dbdef-create username again. -
As the freeside UNIX user, run bin/populate-msgcat username to populate the message catalog -
set the user_policy configuration value as appropriate for your site. -
set the locale configuration value to en_US. -
the mxmachines, nsmachines, arecords and cnamerecords configuration values have been deprecated. Set the defaultrecords configuration value instead. -
Create the `/usr/local/etc/freeside/cache.datasrc' directory - (owned by the freeside user). -
freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup. -
Set appropriate invoice events for your site. At the very least, you'll want to set some invoice events "After 0 days": a BILL invoice event to print invoices, a CARD invoice event to batch or run cards real-time, and a COMP invoice event to "pay" complimentary customers. If you were using the -i option to freeside-bill it should be removed. -
Use freeside-daily instead of freeside-bill. -
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. -
Export has been rewritten. If you were using the icradiusmachines, - icradius_mysqldest, icradius_mysqlsource, or icradius_secrets files, add - an appropriate "sqlradius" export to all relevant Service Definitions - instead. Use MySQL replication or - point the "sqlradius" export directly at your external ICRADIUS or FreeRADIUS - database (or through an SSL-necrypting proxy...) -

- -- cgit v1.2.1