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<head>
<title>Administration</title>
</head>
<body>
<h1>Administration</h1>
</body>
<ul>
<li>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.
<li>Select <u>Configuration</u> from the main menu and update your configuration values.
<li>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 <u>View/Edit service
definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
<b>svc_domain</b> (and no modifiers).
<li>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 <u>View/Edit package
definitions</u> and <u>Add a new package definition</u> which includes
quantity <b>1</b> of the svc_domain service you created above.
<li>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
<u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this
agent type to sell the package you created above.
<li>After creating a new agent type, you must create an agent. Click on
<u>View/Edit agents</u> and <u>Add a new agent</u>.
<li>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 <u>View/Edit advertising
sources</u> and <u>Add a new advertising source</u>.
<li>Click on <u>New Customer</u> and create a new customer for your system
accounts with billing type <b>Complimentary</b>.
<li>From the Customer View screen of the newly created customer, order the
package you defined above.
<li>From the Package View screen of the newly created package, choose
<u>(Provision)</u> to add the customer's service for this new package.
<li>Add your own domain.
<li>Go back to <u>View/Edit service definitions</u> on the main menu, and
<u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>.
Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define
a service locked-in to this domain, or <b>Default</b> to define a service
which may select from among this domain and the customer's domains.
<li><table><tr>
<td> Create at least POP (Point of Presence) by selecting
<u>View/Edit POPs</u> from the main menu.</td>
<th align="left"> OR </th>
<td>If you are not doing dialup, set slipip to fixed and blank for all your
Service Definitions which have Table <b>svc_acct</b>.</td>
</tr></table>
<li>If you are using Freeside to keep track of sales taxes, define tax
information for your locales by clicking on the <u>View/Edit locales and tax
rates</b> on the main menu.
<li>If you would like Freeside to notify your customers when their credit
cards and other billing arrangements are about to expire, arrange for
<b>freeside-expiration-alerter</b> to be run daily by cron or similar
facility. The message it sends can be configured from the
<u>Configuration</u> choice of the main menu as <u>alerter_template</u>.
</ul>
</body>
</html>
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