From a2b0b3e8500b08a5cf017c85693d9649853f8569 Mon Sep 17 00:00:00 2001 From: ivan Date: Thu, 16 Feb 2006 21:43:02 +0000 Subject: automate more of the initial data adding... --- httemplate/docs/admin.html | 45 ++------------------------------------------ httemplate/docs/install.html | 11 ++--------- 2 files changed, 4 insertions(+), 52 deletions(-) (limited to 'httemplate/docs') 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.
  • 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. Leave the First - package dropdown set to (none). - -
  • 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 +
  • Go 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 @@ -69,7 +28,7 @@
  • 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. + 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 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 
    $ su
 # freeside-adduser fs_queue
 # freeside-adduser fs_selfservice
    -
  • As the freeside UNIX user, run freeside-setup username to create the database tables, passing the username of a Freeside user you created above: +
  • As the freeside UNIX user, run freeside-setup -d domain.name username to create the database tables and initial data, passing the username of a Freeside user you created above: 
     $ su freeside
-$ freeside-setup username
-
    - Alternately, use the -s option to enable shipping addresses: freeside-setup -s username -
  • As the freeside UNIX user, run bin/populate-msgcat username (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above: -
    -$ su freeside
-$ cd /path/to/freeside/
-$ bin/populate-msgcat username
+$ freeside-setup -d example.com username
  • freeside-queued 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 make install-init)
  • Now proceed to the initial administration of your installation. -- cgit v1.2.1