Administration

• 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. For starters, 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 referral. Referrals will help you keep track of how effective your advertising is, by helping you keep track of where customers heard of your service offerings. You must create at least one referral. If you do not wish to use the referral functionality, simply create a single referral only. Click on View/Edit referrals and Add a new referral.
• 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 (Add) to add the customer's service for this new package.
• Add your own domain, and note down the assigned Service #.
• Go back to View/Edit service definitions on the main menu, and Add a new service definition with Table svc_acct. Put the Service # for 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.

• 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.

• 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.