2 <title>Administration</title>
5 <h1>Administration</h1>
8 <li>Open up the root of the Freeside document tree in your web
9 browser. For example, if you created the Freeside document tree in
10 /home/httpd/html/freeside, and your web browser's DocumentRoot is
11 /home/httpd/html, open https://your_host/freeside/. Replace
12 "your_host" with the name or network address of your web server.
14 <li>Once in the Freeside web interface, you must first create a
15 service definition. An example of a service definition would be a dial-up
16 account or a domain. For starters, it is necessary to create a domain
17 definition. Click on <u>View/Edit service definitions</u> and
18 <u>Add a new service definition</u> with <i>Table</i> <b>svc_domain</b>
21 <li>Now that you have created your first service, you must create a package
22 including this service which you can sell to customers. Zero, one, or many
23 services are bundled into a package. Click on <u>View/Edit package
24 definitions</u> and <u>Add a new package definition</u> which includes
25 quantity <b>1</b> of the svc_domain service you created above.
27 <li>After you create your first package, then you must define who is
28 able to sell that package by creating an agent type. An example of
29 an agent type would be an internal sales representitive which sells
30 regular and promotional packages, as opposed to an external sales
31 representitive which would only sell regular packages of services. Click on
32 <u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this
33 agent type to sell the package you created above.
35 <li>After creating a new agent type, you must create an agent. Click on
36 <u>View/Edit agents</u> and <u>Add a new agent</u>.
38 <li>Set up at least one referral. Referrals will help you keep track of how
39 effective your advertising is, by helping you keep track of where customers
40 heard of your service offerings. You must create at least one referral. If
41 you do not wish to use the referral functionality, simply create a single
42 referral only. Click on <u>View/Edit referrals</u> and <u>Add a new
45 <li>Click on <u>New Customer</u> and create a new customer for your system
46 accounts with billing type <b>Complimentary</b>.
48 <li>From the Customer View screen of the newly created customer, order the
49 package you defined above.
51 <li>From the Package View screen of the newly created package, choose
52 <u>(Add)</u> to add the customer's service for this new package.
54 <li>Add your own domain, and note down the assigned <b>Service #</b>.
56 <li>Go back to <u>View/Edit service definitions</u> on the main menu, and
57 <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>. Put
58 the <b>Service #</b> for your domain in the <b>domsvc</b> Modifier. Set
59 <b>Fixed</b> to define a service locked-in to this domain, or <b>Default</b>
60 to define a service which may select from among this domain and the
64 <td> Create at least POP (Point of Presence) by selecting
65 <u>View/Edit POPs</u> from the main menu.</td>
66 <th align="left"> OR </th>
67 <td>If you are not doing dialup, set slipip to fixed and blank for all your
68 Service Definitions which have Table <b>svc_acct</b>.</td>
71 <li>If you are using Freeside to keep track of sales taxes, define tax
72 information for your locales by clicking on the <u>View/Edit locales and tax
73 rates</b> on the main menu.