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>Change to the FS directory in the new tarball, and build and install the
64 # make install UNINST=1</pre>
65 <li>Apply the following changes to your database:
67 CREATE TABLE svc_forward (
75 CREATE TABLE cust_credit_bill (
76 creditbillnum int primary key,
80 amount decimal(10,2) not null
83 CREATE TABLE cust_bill_pay (
84 billpaynum int primary key,
88 amount decimal(10,2) not null
91 CREATE TABLE cust_credit_refund (
92 creditrefundnum int primary key,
94 refundnum int not null,
96 amount decimal(10,2) not null
99 CREATE TABLE part_svc_column (
100 columnnum int primary key,
101 svcpart int not null,
102 columnname varchar(64) not null,
103 columnvalue varchar(80) null,
104 columnflag char(1) null
108 jobnum int primary key,
109 job varchar not null,
111 status varchar(80) not null
114 CREATE TABLE queue_arg (
115 argnum int primary key,
119 CREATE INDEX queue_arg1 ON queue_arg ( jobnum );
121 CREATE TABLE part_pop_local (
122 localnum int primary key,
124 city varchar(80) null,
126 npa char(3) not null,
129 CREATE UNIQUE INDEX part_pop_local1 ON part_pop_local ( npa, nxx );
131 ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
132 ALTER TABLE svc_domain ADD catchall integer NULL;
133 ALTER TABLE cust_main ADD referral_custnum integer NULL;
134 ALTER TABLE cust_pay ADD custnum integer;
135 ALTER TABLE cust_pay_batch ADD paybatchnum integer;
136 ALTER TABLE cust_refund ADD custnum integer;
137 ALTER TABLE cust_pkg ADD manual_flag char(1) NULL;
138 ALTER TABLE part_pkg ADD plan varchar NULL;
139 ALTER TABLE part_pkg ADD plandata varchar NULL;
140 ALTER TABLE part_pkg ADD setuptax char(1) NULL;
141 ALTER TABLE part_pkg ADD recurtax char(1) NULL;
142 CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
143 CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
144 CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
145 CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
146 CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
147 CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
148 CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
149 CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
150 CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
153 <li>If you are using PostgreSQL, apply the following changes to your database:
155 CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
156 CREATE UNIQUE INDEX agent_type_pkey ON agent_type ( typenum );
157 CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
158 CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
159 CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
160 CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
161 CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
162 CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
163 CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
164 CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
165 CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
166 CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
167 CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
168 CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
169 CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
170 CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
171 CREATE UNIQUE INDEX port_pkey ON port ( portnum );
172 CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
173 CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
174 CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
175 CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum );
176 CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
177 CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
178 CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
179 CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
181 <li>If you wish to enable service/shipping addresses, apply the following
182 changes to your database:
184 ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
185 ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
186 ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
187 ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
188 ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
189 ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
190 ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
191 ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
192 ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
193 ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
194 ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
195 ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
196 ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
197 CREATE INDEX cust_main1 ON cust_main ( ship_last );
198 CREATE INDEX cust_main2 ON cust_main ( ship_company );
200 <li>If you wish to enable customer comments, apply the following change to
203 ALTER TABLE cust_main ADD COLUMN comments varchar NULL;
205 <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.
206 <li>Run bin/dbdef-create.
207 <li>If you have svc_acct_sm records or service definitions:
209 <li>Create a service definition with table svc_forward
210 <li>Run bin/fs-migrate-svc_acct_sm
212 <li>Run bin/fs-migrate-payref
213 <li>Run bin/fs-migrate-part_svc
214 <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
215 <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
218 CREATE TABLE cust_pay_temp (
219 paynum int primary key,
220 custnum int not null,
221 paid decimal(10,2) not null,
223 payby char(4) not null,
224 payinfo varchar(16) null,
225 paybatch varchar(80) null
227 INSERT INTO cust_pay_temp SELECT * from cust_pay;
229 ALTER TABLE cust_pay_temp RENAME TO cust_pay;
230 CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum);
231 CREATE TABLE cust_refund_temp (
232 refundnum int primary key,
233 custnum int not null,
235 refund decimal(10,2) not null,
236 otaker varchar(8) not null,
237 reason varchar(80) not null,
238 payby char(4) not null,
239 payinfo varchar(16) null,
240 paybatch varchar(80) null
242 INSERT INTO cust_refund_temp SELECT * from cust_refund;
243 DROP TABLE cust_refund;
244 ALTER TABLE cust_refund_temp RENAME TO cust_refund;
245 CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum);
249 ALTER TABLE cust_pay DROP COLUMN invnum;
250 ALTER TABLE cust_refund DROP COLUMN crednum;
253 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
254 <li>create the <a href="config.html#username_policy">user_policy configuration file</a> as appropriate for your site.
255 <li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
256 (ownded by the freeside user).
257 <li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.