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 ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
147 ALTER TABLE svc_domain ADD catchall integer NULL;
148 ALTER TABLE cust_main ADD referral_custnum integer NULL;
149 ALTER TABLE cust_pay ADD custnum integer;
150 ALTER TABLE cust_pay_batch ADD paybatchnum integer;
151 ALTER TABLE cust_refund ADD custnum integer;
152 ALTER TABLE cust_pkg ADD manual_flag char(1) NULL;
153 ALTER TABLE part_pkg ADD plan varchar(80) NULL;
154 ALTER TABLE part_pkg ADD plandata text NULL;
155 ALTER TABLE part_pkg ADD setuptax char(1) NULL;
156 ALTER TABLE part_pkg ADD recurtax char(1) NULL;
157 ALTER TABLE part_pkg ADD disabled char(1) NULL;
158 ALTER TABLE part_svc ADD disabled char(1) NULL;
159 CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
160 CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
161 CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
162 CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
163 CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
164 CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
165 CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
166 CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
167 CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
170 <li>If you are using PostgreSQL, apply the following changes to your database:
172 CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
173 CREATE UNIQUE INDEX agent_type_pkey ON agent_type ( typenum );
174 CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
175 CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
176 CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
177 CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
178 CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
179 CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
180 CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
181 CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
182 CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
183 CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
184 CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
185 CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
186 CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
187 CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
188 CREATE UNIQUE INDEX port_pkey ON port ( portnum );
189 CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
190 CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
191 CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
192 CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum );
193 CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
194 CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
195 CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
196 CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
198 <li>If you wish to enable service/shipping addresses, apply the following
199 changes to your database:
201 ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
202 ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
203 ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
204 ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
205 ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
206 ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
207 ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
208 ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
209 ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
210 ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
211 ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
212 ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
213 ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
214 CREATE INDEX cust_main1 ON cust_main ( ship_last );
215 CREATE INDEX cust_main2 ON cust_main ( ship_company );
217 <li>If you wish to enable customer comments, apply the following change to
220 ALTER TABLE cust_main ADD COLUMN comments text NULL;
222 <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.
223 <li>Run bin/dbdef-create.
224 <li>If you have svc_acct_sm records or service definitions:
226 <li>Create a service definition with table svc_forward
227 <li>Run bin/fs-migrate-svc_acct_sm
229 <li>Run bin/fs-migrate-payref
230 <li>Run bin/fs-migrate-part_svc
231 <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
232 <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
235 CREATE TABLE cust_pay_temp (
236 paynum int primary key,
237 custnum int not null,
238 paid decimal(10,2) not null,
240 payby char(4) not null,
241 payinfo varchar(16) null,
242 paybatch varchar(80) null
244 INSERT INTO cust_pay_temp SELECT * from cust_pay;
246 ALTER TABLE cust_pay_temp RENAME TO cust_pay;
247 CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum);
248 CREATE TABLE cust_refund_temp (
249 refundnum int primary key,
250 custnum int not null,
252 refund decimal(10,2) not null,
253 otaker varchar(8) not null,
254 reason varchar(80) not null,
255 payby char(4) not null,
256 payinfo varchar(16) null,
257 paybatch varchar(80) null
259 INSERT INTO cust_refund_temp SELECT * from cust_refund;
260 DROP TABLE cust_refund;
261 ALTER TABLE cust_refund_temp RENAME TO cust_refund;
262 CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum);
266 ALTER TABLE cust_pay DROP COLUMN invnum;
267 ALTER TABLE cust_refund DROP COLUMN crednum;
270 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
271 <li>set the <a href="../config/config.cgi#username_policy">user_policy configuration value</a> as appropriate for your site.
272 <li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
273 (ownded by the freeside user).
274 <li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.