<head>
<title>Installation</title>
</head>
<body>
<h1>Installation</h1>
<i>Note: Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.</i><br><br>
Before installing, you need:
<ul>
<li><a href="http://www.perl.com/">Perl</a>
<li><a href="http://www.apache.org">Apache</a> (<a href="http://www.modssl.org/">mod_ssl</a> or <a href="http://www.apache-ssl.org">Apache-SSL</a> highly recommended)
<li><a href="http://perl.apache.org/">mod_perl</a> (if compiling your own mod_perl, make sure you set the <a href="http://perl.apache.org/guide/install.html#EVERYTHING">EVERYTHING</a>=1 compile-time option)
<li><a href="http://www.openssh.com/">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended. SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
<li><a href="http://rsync.samba.org/">rsync</a>
<li>A <b>transactional</b> database engine <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">supported</a> by Perl's <a href="http://dbi.perl.org">DBI</a>.
<ul>
<li><a href="http://www.postgresql.org/">PostgreSQL</a> is recommended (v7or later).
<li><a href="http://www.mysql.com/">MySQL</a> <b>MINIMUM VERSION 4.1</b> is untested but may work. Versions before 4.1 do not support standard SQL subqueries and are <b>NOT SUPPORTED</b>. If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=438">ticket #438</a> in the bug-tracking system and ask on the -devel mailing list.
<!-- <li>MySQL has been reported to work. -->
<b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>. If you want to use MySQL, you <b>must</b> use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a> or <a href="http://www.mysql.com/doc/I/n/InnoDB.html">InnoDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> or <code>--default-table-type=InnoDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> or <code>default-table-type=InnoDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
</ul>
<li>Perl modules (<a href="http://search.cpan.org/~andk/CPAN/lib/CPAN.pm">CPAN</a> will query, download and build perl modules automatically)
<ul>
<!-- <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
<li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually) -->
<li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
<li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
<!-- <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a> -->
<li><a href="http://search.cpan.org/search?dist=URI">URI</a>
<li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
<li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
<li><a href="http://search.cpan.org/search?dist=libnet">libnet</a>
<li><a href="http://search.cpan.org/search?dist=Locale-Codes">Locale-Codes</a>
<li><a href="http://search.cpan.org/search?dist=Net-Whois">Net-Whois</a>
<li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
<li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
<!-- <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a> -->
<li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
<li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
<li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
<li><a href="http://search.cpan.org/search?dist=File-CounterFile">File-CounterFile</a>
<li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
<li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
<li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
<li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
<li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL)
<li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
<li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
<li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
<li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
<li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
<li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
<li><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
<li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
<li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
<li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
<!-- MyAccounts, maybe only for dev <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a> -->
<li><a href="http://search.cpan.org/search?dist=ApacheDBI">Apache::DBI</a> <i>(optional but recommended for better webinterface performance)</i>
</ul>
</ul>
Install the Freeside distribution:
<ul>
<li>Add the user and group `freeside' to your system.
<li>Allow the freeside user full access to the freeside database.
<ul>
<li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
<pre>
$ su postgres (pgsql on some distributions)
$ createuser -P freeside
Enter password for user "freeside":
Enter it again:
Shall the new user be allowed to create databases? (y/n) y
Shall the new user be allowed to create more new users? (y/n) n
CREATE USER</pre>
<li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
<pre>
$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
$ mysql -u root -p
mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY '<i>set_a_freeside_database_password</i>';</pre>
</ul>
<!-- <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
<li>Edit the top-level Makefile:
<ul>
<li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:dbname=freeside</tt> for PostgresSQL or <tt>DBI:mysql:freeside</tt> for MySQL. See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">manpage for your DBD</a> for the exact syntax of your DBI data source.
<li>Set <tt>DB_PASSWORD</tt> to the freeside database user's password.
</ul>
<li>Add the freeside database to your database engine:
<pre>
$ su
# make create-database</pre>
(or manually, with Postgres:)
<pre>
$ su freeside
$ createdb freeside</pre>
(with MySQL:)
<pre>
$ mysqladmin -u freeside -p create freeside </pre>
<li>Build and install the Perl modules:
<pre>
$ make perl-modules
$ su
# make install-perl-modules</pre>
<li>Create the necessary configuration files:<pre>
$ su
# make create-config
</pre>
<li>Run a <b>separate</b> iteration of Apache[-SSL] with mod_perl enabled <b>as the freeside user</b>.
</ul>
<table>
<tr>
<th>Apache::ASP</th><th>Mason</th>
</tr>
<tr>
<td><ul>
<li>Run <tt>make aspdocs</tt>
<li>Copy <tt>aspdocs/</tt> to your web server's document space:
<font size="-1"><pre>
cp aspdocs /usr/local/apache/htdocs/freeside-asp
</pre></font>
<li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>:
<font size="-1"><pre>
mkdir /usr/local/etc/freeside/asp-global/
chown freeside /usr/local/etc/freeside/asp-global/
</pre></font>
<li>Copy <tt>htetc/global.asa</tt> to the Global directory:
<font size="-1"><pre>
cp htetc/global.asa /usr/local/etc/freeside/asp-global/global.asa
</pre></font>
<li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example:
<font size="-1"><pre>
PerlModule Apache::ASP
<Directory /usr/local/apache/htdocs/freeside-asp>
<Files ~ (\.cgi)>
AddHandler perl-script .cgi
PerlHandler Apache::ASP
</Files>
<Perl>
$MLDBM::RemoveTaint = 1;
</Perl>
PerlSetVar Global /usr/local/etc/freeside/asp-global/
PerlSetVar Debug 2
</Directory>
</pre></font>
</ul></td>
<td><ul>
<li>Run <tt>make masondocs</tt>
<li>Copy <tt>masondocs/</tt> to your web server's document space. (For example: <tt>/usr/local/apache/htdocs/freeside-mason</tt>)
<li>Copy <tt>htetc/handler.pl</tt> to <tt>/usr/local/etc/freeside</tt> (use htetc/handler.pl-1.0x for Mason versions before 1.10).
<li>Edit <tt>handler.pl</tt> and:
<ul>
<li> set an appropriate <tt>comp_root</tt>, such as <tt>/usr/local/apache/htdocs/freeside-mason</tt>
<li> set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/masondata</tt>
</ul>
<li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason. For example:
<font size="-1"><pre>
PerlModule HTML::Mason
<Directory /usr/local/apache/htdocs/freeside-mason>
<Files ~ (\.cgi)>
AddHandler perl-script .cgi
PerlHandler HTML::Mason
</Files>
<Perl>
require "/usr/local/etc/freeside/handler.pl";
</Perl>
</Directory>
</pre></font>
</ul></td>
</tr>
</table>
<ul>
<li>Restrict access to this web interface - see the <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache documentation on user authentication</a>. For example, to configure user authentication with <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
<pre>
<Directory /usr/local/apache/htdocs/freeside-asp>
AuthName Freeside
AuthType Basic
AuthUserFile /usr/local/etc/freeside/htpasswd
require valid-user
</Directory>
</pre>
<li>Create one or more Freeside users (your internal sales/tech folks, not customer accounts). These users are setup using using Apache authentication, not UNIX user accounts. For example, using <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
<ul>
<li>First user:<font size="-1">
<pre>$ su
$ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -c -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
<li>Additional users:<font size="-1">
<pre>$ su
$ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
</ul>
<i>(using other auth types, add each user to your <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache authentication</a> and then run: <tt>freeside-adduser <b>username</b></tt></i>
<li>As the freeside UNIX user, run <tt>bin/fs-setup <b>username</b></tt> (in the untar'ed freeside directory) to create the database tables, passing the username of a Freeside user you created above:
<pre>
$ su freeside
$ cd <b>/path/to/freeside/</b>
$ bin/fs-setup <b>username</b>
</pre>
<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>
</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.
</ul>
</body>