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)
Install Apache::ASP or HTML::Mason.

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>	NOTE: Mason support is still a bit buggy in the 1.4.0 prereleases. This will be fixed before 1.4.0. You have been warned. 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>

NOTE: Mason support is still a bit buggy in the 1.4.0 prereleases. This will be fixed before 1.4.0. You have been warned.
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)
);

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 varchar not null,
  _date int not null,
  status varchar(80) not null
);

CREATE TABLE queue_arg (
  argnum int primary key,
  jobnum int not null,
  arg varchar null
);
CREATE INDEX queue_arg1 ON queue_arg ( 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 );

ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
ALTER TABLE svc_domain ADD catchall integer NULL;
ALTER TABLE cust_main ADD referral_custnum integer 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 NULL;
ALTER TABLE part_pkg ADD plandata varchar NULL;
ALTER TABLE part_pkg ADD setuptax char(1) NULL;
ALTER TABLE part_pkg ADD recurtax char(1) NULL;
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 );

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 );
CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );

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_main1 ON cust_main ( ship_last );
CREATE INDEX cust_main2 ON cust_main ( ship_company );

If you wish to enable customer comments, apply the following change to your database:
```
ALTER TABLE cust_main ADD COLUMN comments varchar NULL;
```
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.
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
Run bin/fs-migrate-payref
Run bin/fs-migrate-part_svc

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 ); INSERT INTO cust_pay_temp SELECT * 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 ); INSERT INTO cust_refund_temp SELECT * 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
);
INSERT INTO cust_pay_temp SELECT * 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
);
INSERT INTO cust_refund_temp SELECT * 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 again.
set the user_policy configuration value as appropriate for your site.
Create the `/usr/local/etc/freeside/cache.datasrc' directory (ownded by the freeside user).
freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.