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><a href="http://perl.apache.org/">mod_perl</a> is now required.
10 <li>Install <a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>, <a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a> and <a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>.
11 <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>.
12 <li>Install <a href="http://rsync.samba.org/">rsync</a>
16 <th>Apache::ASP</th><th>Mason</th>
20 <li>Run <tt>make aspdocs</tt>
21 <li>Copy <tt>aspdocs/</tt> to your web server's document space.
22 <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>
23 <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
24 <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example:
26 <Directory /usr/local/apache/htdocs/freeside-asp>
27 <Files ~ (\.cgi)>
28 AddHandler perl-script .cgi
29 PerlHandler Apache::ASP
32 $MLDBM::RemoveTaint = 1;
34 PerlSetVar Global /usr/local/etc/freeside/asp-global/
39 <li>Run <tt>make masondocs</tt>
40 <li>Copy <tt>masondocs/</tt> to your web server's document space.
41 <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
42 <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
43 <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason. For example:
45 <Directory /usr/local/apache/htdocs/freeside-mason>
46 <Files ~ (\.cgi)>
47 AddHandler perl-script .cgi
48 PerlHandler HTML::Mason
51 require "/usr/local/apache/conf/handler.pl";
59 <li>Build and install the Perl modules:
62 # make install-perl-modules</pre>
63 <li>Apply the following changes to your database:
65 CREATE TABLE svc_forward (
73 CREATE TABLE cust_credit_bill (
74 creditbillnum int primary key,
78 amount decimal(10,2) not null
81 CREATE TABLE cust_bill_pay (
82 billpaynum int primary key,
86 amount decimal(10,2) not null
89 CREATE TABLE cust_credit_refund (
90 creditrefundnum int primary key,
92 refundnum int not null,
94 amount decimal(10,2) not null
97 CREATE TABLE part_svc_column (
98 columnnum int primary key,
100 columnname varchar(64) not null,
101 columnvalue varchar(80) null,
102 columnflag char(1) null
106 jobnum int primary key,
109 status varchar(80) not null,
110 statustext text null,
113 CREATE INDEX queue1 ON queue ( svcnum );
114 CREATE INDEX queue2 ON queue ( status );
116 CREATE TABLE queue_arg (
117 argnum int primary key,
121 CREATE INDEX queue_arg1 ON queue_arg ( jobnum );
123 CREATE TABLE part_pop_local (
124 localnum int primary key,
126 city varchar(80) null,
128 npa char(3) not null,
131 CREATE UNIQUE INDEX part_pop_local1 ON part_pop_local ( npa, nxx );
133 CREATE TABLE cust_bill_event (
134 eventnum int primary key,
136 eventpart int not null,
139 CREATE UNIQUE INDEX cust_bill_event1 ON cust_bill_event ( eventpart, invnum );
140 CREATE INDEX cust_bill_event2 ON cust_bill_event ( invnum );
142 CREATE TABLE part_bill_event (
143 eventpart int primary key,
144 payby char(4) not null,
145 event varchar(80) not null,
149 plan varchar(80) null,
151 disabled char(1) null
153 CREATE INDEX part_bill_event1 ON part_bill_event ( payby );
155 CREATE TABLE part_export (
156 exportnum int primary key,
157 svcpart int not null,
158 machine varchar(80) not null,
159 exporttype varchar(80) not null,
160 nodomain char(1) NULL
162 CREATE INDEX part_export1 ON part_export ( machine );
163 CREATE INDEX part_export2 ON part_export ( exporttype );
165 CREATE TABLE part_export_option (
166 optionnum int primary key,
167 exportnum int not null,
168 optionname varchar(80) not null,
169 optionvalue text NULL
171 CREATE INDEX part_export_option1 ON part_export_option ( exportnum );
172 CREATE INDEX part_export_option2 ON part_export_option ( optionname );
174 ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
175 ALTER TABLE svc_domain ADD catchall integer NULL;
176 ALTER TABLE cust_main ADD referral_custnum integer NULL;
177 ALTER TABLE cust_pay ADD custnum integer;
178 ALTER TABLE cust_pay_batch ADD paybatchnum integer;
179 ALTER TABLE cust_refund ADD custnum integer;
180 ALTER TABLE cust_pkg ADD manual_flag char(1) NULL;
181 ALTER TABLE part_pkg ADD plan varchar(80) NULL;
182 ALTER TABLE part_pkg ADD plandata text NULL;
183 ALTER TABLE part_pkg ADD setuptax char(1) NULL;
184 ALTER TABLE part_pkg ADD recurtax char(1) NULL;
185 ALTER TABLE part_pkg ADD disabled char(1) NULL;
186 ALTER TABLE part_svc ADD disabled char(1) NULL;
187 ALTER TABLE cust_bill ADD closed char(1) NULL;
188 ALTER TABLE cust_pay ADD closed char(1) NULL;
189 ALTER TABLE cust_credit ADD closed char(1) NULL;
190 ALTER TABLE cust_refund ADD closed char(1) NULL;
191 ALTER TABLE cust_bill_event ADD status varchar(80);
192 ALTER TABLE cust_bill_event ADD statustext text NULL;
193 CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
194 CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
195 CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
196 CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
197 CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
198 CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
199 CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
200 CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
201 CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
202 CREATE INDEX cust_pay2 ON cust_pay ( paynum );
203 CREATE INDEX cust_pay3 ON cust_pay ( custnum );
204 CREATE INDEX cust_pay4 ON cust_pay ( paybatch );
207 <li>If you are using PostgreSQL, apply the following changes to your database:
209 CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
210 CREATE UNIQUE INDEX agent_type_pkey ON agent_type ( typenum );
211 CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
212 CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
213 CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
214 CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
215 CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
216 CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
217 CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
218 CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
219 CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
220 CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
221 CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
222 CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
223 CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
224 CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
225 CREATE UNIQUE INDEX port_pkey ON port ( portnum );
226 CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
227 CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
228 CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
229 CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum );
230 CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
231 CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
232 CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
233 CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
235 <li>If you wish to enable service/shipping addresses, apply the following
236 changes to your database:
238 ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
239 ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
240 ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
241 ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
242 ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
243 ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
244 ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
245 ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
246 ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
247 ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
248 ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
249 ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
250 ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
251 CREATE INDEX cust_main1 ON cust_main ( ship_last );
252 CREATE INDEX cust_main2 ON cust_main ( ship_company );
254 <li>If you wish to enable customer comments, apply the following change to
257 ALTER TABLE cust_main ADD COLUMN comments text NULL;
259 <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.
260 <li>Run bin/dbdef-create.
261 <li>If you have svc_acct_sm records or service definitions:
263 <li>Create a service definition with table svc_forward
264 <li>Run bin/fs-migrate-svc_acct_sm
266 <li>Run bin/fs-migrate-payref
267 <li>Run bin/fs-migrate-part_svc
268 <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
269 <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
272 CREATE TABLE cust_pay_temp (
273 paynum int primary key,
274 custnum int not null,
275 paid decimal(10,2) not null,
277 payby char(4) not null,
278 payinfo varchar(16) null,
279 paybatch varchar(80) null
281 INSERT INTO cust_pay_temp SELECT * from cust_pay;
283 ALTER TABLE cust_pay_temp RENAME TO cust_pay;
284 CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum);
285 CREATE TABLE cust_refund_temp (
286 refundnum int primary key,
287 custnum int not null,
289 refund decimal(10,2) not null,
290 otaker varchar(8) not null,
291 reason varchar(80) not null,
292 payby char(4) not null,
293 payinfo varchar(16) null,
294 paybatch varchar(80) null
296 INSERT INTO cust_refund_temp SELECT * from cust_refund;
297 DROP TABLE cust_refund;
298 ALTER TABLE cust_refund_temp RENAME TO cust_refund;
299 CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum);
303 ALTER TABLE cust_pay DROP COLUMN invnum;
304 ALTER TABLE cust_refund DROP COLUMN crednum;
307 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
308 <li><b>IMPORTANT</b>: run bin/create-history-tables
309 <li><b>IMPORTANT: After running bin/create-history-tables</b>, run bin/dbdef-create again.
310 <li>set the <a href="../config/config.cgi#username_policy">user_policy configuration value</a> as appropriate for your site.
311 <li>the mxmachines, nsmachines, arecords and cnamerecords configuration values have been deprecated. Set the <a href="../config/config.cgi#defaultrecords">defaultrecords configuration value</a> instead.
312 <li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
313 (owned by the freeside user).
314 <li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.
315 <li>Set appropriate <a href="../browse/part_bill_event.cgi">invoice events</a> for your site. At the very least, you'll want to set some invoice events "<i>After 0 days</i>": a <i>BILL</i> invoice event to print invoices, a <i>CARD</i> invoice event to batch or run cards real-time, and a <i>COMP</i> invoice event to "pay" complimentary customers. If you were using the <i>-i</i> option to <a href="man/bin/freeside-bill.html">freeside-bill</a> it should be removed.
316 <li>Use <a href="man/bin/freeside-daily.html">freeside-daily</a> instead of <a href="man/bin/freeside-bill.html">freeside-bill</a>.
317 <li>If you would like Freeside to notify your customers when their credit
318 cards and other billing arrangements are about to expire, arrange for
319 <b>freeside-expiration-alerter</b> to be run daily by cron or similar
320 facility. The message it sends can be configured from the
321 <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.