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.
13 <li>Select <u>Configuration</u> from the main menu and update your configuration values.
14 <li>Next you must create a service definition. An example of a service
15 definition would be a dial-up account or a domain. First, it is
16 necessary to create a domain definition. Click on <u>View/Edit service
17 definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
18 <b>svc_domain</b> (and no modifiers).
20 <li>Now that you have created your first service, you must create a package
21 including this service which you can sell to customers. Zero, one, or many
22 services are bundled into a package. Click on <u>View/Edit package
23 definitions</u> and <u>Add a new package definition</u> which includes
24 quantity <b>1</b> of the svc_domain service you created above.
26 <li>After you create your first package, then you must define who is
27 able to sell that package by creating an agent type. An example of
28 an agent type would be an internal sales representitive which sells
29 regular and promotional packages, as opposed to an external sales
30 representitive which would only sell regular packages of services. Click on
31 <u>View/Edit agent types</u> and <u>Add a new agent type</u>. Allow this
32 agent type to sell the package you created above.
34 <li>After creating a new agent type, you must create an agent. Click on
35 <u>View/Edit agents</u> and <u>Add a new agent</u>.
37 <li>Set up at least one Advertising source. Advertising sources will help
38 you keep track of how effective your advertising is, tracking where customers
39 heard of your service offerings. You must create at least one advertising
40 source. If you do not wish to use the referral functionality, simply create
41 a single advertising source only. Click on <u>View/Edit advertising
42 sources</u> and <u>Add a new advertising source</u>.
44 <li>Click on <u>New Customer</u> and create a new customer for your system
45 accounts with billing type <b>Complimentary</b>.
47 <li>From the Customer View screen of the newly created customer, order the
48 package you defined above.
50 <li>From the Package View screen of the newly created package, choose
51 <u>(Provision)</u> to add the customer's service for this new package.
53 <li>Add your own domain.
55 <li>Go back to <u>View/Edit service definitions</u> on the main menu, and
56 <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>.
57 Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define
58 a service locked-in to this domain, or <b>Default</b> to define a service
59 which may select from among this domain and the customer's domains.
62 <td> Create at least POP (Point of Presence) by selecting
63 <u>View/Edit POPs</u> from the main menu.</td>
64 <th align="left"> OR </th>
65 <td>If you are not doing dialup, set slipip to fixed and blank for all your
66 Service Definitions which have Table <b>svc_acct</b>.</td>
69 <li>If you are using Freeside to keep track of sales taxes, define tax
70 information for your locales by clicking on the <u>View/Edit locales and tax
71 rates</b> on the main menu.
73 <li>If you would like Freeside to notify your customers when their credit
74 cards and other billing arrangements are about to expire, arrange for
75 <b>freeside-expiration-alerter</b> to be run daily by cron or similar
76 facility. The message it sends can be configured from the
77 <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.