2 <title>Upgrading to 1.4.0</title>
5 <h1>Upgrading to 1.4.0 from 1.3.1</h1>
7 <li>If migrating from less than 1.3.1, see these <a href="upgrade7.html">instructions</a> first.
8 <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>)
9 <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>.
13 <th>Apache::ASP</th><th>Mason</th>
17 <li>Run <tt>make aspdocs</tt>
18 <li>Copy <tt>aspdocs/</tt> to your web server's document space.
19 <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>
20 <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
21 <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example:
23 <Directory /usr/local/apache/htdocs/freeside-asp>
24 <Files ~ (\.cgi)>
25 AddHandler perl-script .cgi
26 PerlHandler Apache::ASP
29 $MLDBM::RemoveTaint = 1;
31 PerlSetVar Global /usr/local/etc/freeside/asp-global/
36 <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.
37 <li>Run <tt>make masondocs</tt>
38 <li>Copy <tt>masondocs/</tt> to your web server's document space.
39 <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
40 <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
41 <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason. For example:
43 <Directory /usr/local/apache/htdocs/freeside-mason>
44 <Files ~ (\.cgi)>
45 AddHandler perl-script .cgi
46 PerlHandler HTML::Mason
49 require "/usr/local/apache/conf/handler.pl";
57 <li>Build and install the Perl modules:
60 # make install-perl-modules</pre>
61 <li>Apply the following changes to your database:
63 CREATE TABLE svc_forward (
71 CREATE TABLE cust_credit_bill (
72 creditbillnum int primary key,
76 amount decimal(10,2) not null
79 CREATE TABLE cust_bill_pay (
80 billpaynum int primary key,
84 amount decimal(10,2) not null
87 CREATE TABLE cust_credit_refund (
88 creditrefundnum int primary key,
90 refundnum int not null,
92 amount decimal(10,2) not null
95 CREATE TABLE part_svc_column (
96 columnnum int primary key,
98 columnname varchar(64) not null,
99 columnvalue varchar(80) null,
100 columnflag char(1) null
104 jobnum int primary key,
107 status varchar(80) not null
110 CREATE TABLE queue_arg (
111 argnum int primary key,
115 CREATE INDEX queue_arg1 ON queue_arg ( jobnum );
117 CREATE TABLE part_pop_local (
118 localnum int primary key,
120 city varchar(80) null,
122 npa char(3) not null,
125 CREATE UNIQUE INDEX part_pop_local1 ON part_pop_local ( npa, nxx );
127 CREATE TABLE cust_bill_event (
128 eventnum int primary key,
130 eventpart int not null,
133 CREATE UNIQUE INDEX cust_bill_event1 ON cust_bill_event ( eventpart, invnum );
134 CREATE INDEX cust_bill_event2 ON cust_bill_event ( invnum );
136 CREATE TABLE part_bill_event (
137 eventpart int primary key,
138 payby char(4) not null,
139 event varchar(80) not null,
142 disabled char(1) null,
144 CREATE INDEX part_bill_event1 ON part_bill_event ( payby );
146 CREATE TABLE part_export (
147 exportnum int primary key,
148 svcpart int not null,
149 machine varchar(80) not null,
150 exporttype varchar(80) not null,
151 nodomain char(1) NULL
153 CREATE INDEX part_export1 ON part_export ( machine );
154 CREATE INDEX part_export2 ON part_export ( exporttype );
156 CREATE INDEX part_export_option (
157 optionnum int primary key,
158 exportnum int not null,
159 option varchar(80) not null,
160 optionvalue text NULL
162 CREATE INDEX part_export_option1 ON part_export ( exportnum );
163 CREATE INDEX part_export_option2 ON part_export ( option );
165 ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
166 ALTER TABLE svc_domain ADD catchall integer NULL;
167 ALTER TABLE cust_main ADD referral_custnum integer NULL;
168 ALTER TABLE cust_pay ADD custnum integer;
169 ALTER TABLE cust_pay_batch ADD paybatchnum integer;
170 ALTER TABLE cust_refund ADD custnum integer;
171 ALTER TABLE cust_pkg ADD manual_flag char(1) NULL;
172 ALTER TABLE part_pkg ADD plan varchar(80) NULL;
173 ALTER TABLE part_pkg ADD plandata text NULL;
174 ALTER TABLE part_pkg ADD setuptax char(1) NULL;
175 ALTER TABLE part_pkg ADD recurtax char(1) NULL;
176 ALTER TABLE part_pkg ADD disabled char(1) NULL;
177 ALTER TABLE part_svc ADD disabled char(1) NULL;
178 CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
179 CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
180 CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
181 CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
182 CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
183 CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
184 CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
185 CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
186 CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
189 <li>If you are using PostgreSQL, apply the following changes to your database:
191 CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
192 CREATE UNIQUE INDEX agent_type_pkey ON agent_type ( typenum );
193 CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
194 CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
195 CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
196 CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
197 CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
198 CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
199 CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
200 CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
201 CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
202 CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
203 CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
204 CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
205 CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
206 CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
207 CREATE UNIQUE INDEX port_pkey ON port ( portnum );
208 CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
209 CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
210 CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
211 CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum );
212 CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
213 CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
214 CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
215 CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
217 <li>If you wish to enable service/shipping addresses, apply the following
218 changes to your database:
220 ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
221 ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
222 ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
223 ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
224 ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
225 ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
226 ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
227 ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
228 ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
229 ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
230 ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
231 ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
232 ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
233 CREATE INDEX cust_main1 ON cust_main ( ship_last );
234 CREATE INDEX cust_main2 ON cust_main ( ship_company );
236 <li>If you wish to enable customer comments, apply the following change to
239 ALTER TABLE cust_main ADD COLUMN comments text NULL;
241 <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.
242 <li>Run bin/dbdef-create.
243 <li>If you have svc_acct_sm records or service definitions:
245 <li>Create a service definition with table svc_forward
246 <li>Run bin/fs-migrate-svc_acct_sm
248 <li>Run bin/fs-migrate-payref
249 <li>Run bin/fs-migrate-part_svc
250 <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
251 <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
254 CREATE TABLE cust_pay_temp (
255 paynum int primary key,
256 custnum int not null,
257 paid decimal(10,2) not null,
259 payby char(4) not null,
260 payinfo varchar(16) null,
261 paybatch varchar(80) null
263 INSERT INTO cust_pay_temp SELECT * from cust_pay;
265 ALTER TABLE cust_pay_temp RENAME TO cust_pay;
266 CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum);
267 CREATE TABLE cust_refund_temp (
268 refundnum int primary key,
269 custnum int not null,
271 refund decimal(10,2) not null,
272 otaker varchar(8) not null,
273 reason varchar(80) not null,
274 payby char(4) not null,
275 payinfo varchar(16) null,
276 paybatch varchar(80) null
278 INSERT INTO cust_refund_temp SELECT * from cust_refund;
279 DROP TABLE cust_refund;
280 ALTER TABLE cust_refund_temp RENAME TO cust_refund;
281 CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum);
285 ALTER TABLE cust_pay DROP COLUMN invnum;
286 ALTER TABLE cust_refund DROP COLUMN crednum;
289 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
290 <li>set the <a href="../config/config.cgi#username_policy">user_policy configuration value</a> as appropriate for your site.
291 <li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
292 (ownded by the freeside user).
293 <li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.