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<head>
<title>Upgrading to 1.4.0</title>
</head>
<body>
<h1>Upgrading to 1.4.0 from 1.3.1</h1>
<ul>
<li>If migrating from less than 1.3.1, see these <a href="upgrade7.html">instructions</a> first.
<li><font size="+2" color="#ff0000">Backup your database and current Freeside installation.</font> (with <a href="http://www.ca.postgresql.org/devel-corner/docs/postgres/backup.html">PostgreSQL</a>) (with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Backup">MySQL</a>)
<li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>.
</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.
<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>
<li>Copy <tt>htetc/global.asa</tt> to the Global directory.
<li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example:
<font size="-1"><pre>
<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>
</pre></font>
</ul></td>
<td><ul>
<li>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.
<li>Run <tt>make masondocs</tt>
<li>Copy <tt>masondocs/</tt> to your web server's document space.
<li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
<li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
<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>
<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>
</pre></font>
</ul></td>
</tr>
</table>
<ul>
<li>Change to the FS directory in the new tarball, and build and install the
Perl modules:
<pre>
$ cd FS/
$ perl Makefile.PL
$ make
$ su
# make install UNINST=1</pre>
<li>Apply the following changes to your database:
<pre>
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;
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 );
</pre>
<li>If you are using PostgreSQL, apply the following changes to your database:
<pre>
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 );
</pre>
<li>If you wish to enable service/shipping addresses, apply the following
changes to your database:
<pre>
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 );
</pre>
<li>If you wish to enable customer comments, apply the following change to
your database:
<pre>
ALTER TABLE cust_main ADD COLUMN comments varchar NULL;
</pre>
<li>If you are using the signup server, reinstall it according to the <a href="signup.html">instructions</a>. The 1.3.x signup server is not compatible with 1.4.x.
<li>Run bin/dbdef-create.
<li>If you have svc_acct_sm records or service definitions:
<ul>
<li>Create a service definition with table svc_forward
<li>Run bin/fs-migrate-svc_acct_sm
</ul>
<li>Run bin/fs-migrate-payref
<li>Run bin/fs-migrate-part_svc
<li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
<table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
<tr><td>
<font size=-1><pre>
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);
</pre></font>
</td><td>
<font size=-1><pre>
ALTER TABLE cust_pay DROP COLUMN invnum;
ALTER TABLE cust_refund DROP COLUMN crednum;
</pre></font>
</td></tr></table>
<li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
<li>create the <a href="config.html#username_policy">user_policy configuration file</a> as appropriate for your site.
<li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
(ownded by the freeside user).
<li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.
</ul>
</body>
|
