7 SQL-Ledger is a double-entry accounting system written
8 in perl. It has been tested with PostgreSQL, Apache,
9 Netscape, Mozilla, Galeon, Explorer, Links, Lynx,
10 Konqueror, Voyager, W3M and Opera clients on Linux,
11 FreeBSD, Solaris, Windows, Mac computers and PDA's.
13 Data is stored in a SQL server, either locally or remote,
14 the display is through a text or GUI web browser. The system
15 is linked by a chart of accounts. All transactions for AR,
16 AP and GL are stored in a transaction table. Hyper-links
17 from the chart of accounts let you view transactions posted
18 through AR, AP and GL.
20 Configuration files let you specify to which SQL server
21 to connect to, personal preferences such as company name,
22 language, number and date format, etc.
24 With the admin script you can create, edit or delete users,
25 create and delete datasets and setup the Chart of Accounts
26 and templates needed for the system.
28 You can have a group of users using the same dataset and
29 templates for generating Invoices, Income Statements and
30 Balance Sheets or a different set altogether.
32 Templates are supplied in html and tex format to generate
33 most of the forms. Forms can be printed to screen, sent
34 to a printer or e-mailed.
39 Licensed under the terms of the GPL.
44 available from http://www.sql-ledger.org
49 Non specific, see requirements.
55 2 - http server (Apache, NCSA, httpi, thttpd, ...)
56 3 - SQL Server (PostgreSQL 7.1+)
62 FOREIGN LANGUAGE SUPPORT:
63 -------------------------
64 25 languages are supported. Language files are
65 ordinary text files, no special software is
66 required to change or add new translations.
68 Some of the translation files are not 100% complete.
69 If strings are missing, English is used instead.
72 INSTALLATION WITH setup.pl:
73 ---------------------------
76 mkdir /usr/local/sql-ledger
78 Copy setup.pl to /usr/local/sql-ledger
80 run setup.pl as root and follow the prompts.
84 Go to the next step, "PREPARE YOUR SQL SERVER".
86 NOTE: If you are behind a firewall and cannot download
87 the code with setup.pl, download the source code file
88 and specify the filename on the command line.
90 perl setup.pl sql-ledger-2.4.0.tar.gz
93 INSTALLATION WITHOUT setup.pl:
94 ------------------------------
95 unpack the tar.gz file in /usr/local
97 tar xzvf sql-ledger-x.x.x.tar.gz
99 you should now have everything in /usr/local/sql-ledger
101 copy sql-ledger.conf.default to sql-ledger.conf
105 create a file sql-ledger-httpd.conf in the same location
106 where your httpd.conf is and copy the next section into the file
108 Alias /sql-ledger/ /usr/local/sql-ledger/
109 <Directory /usr/local/sql-ledger>
111 AddHandler cgi-script .pl
112 Options ExecCGI Includes FollowSymlinks
117 <Directory /usr/local/sql-ledger/users>
122 edit httpd.conf and add
125 Include /config_directory/sql-ledger-httpd.conf
127 Note: use an absolute or relative path to include
128 the configuration in your httpd.conf file.
130 i.e. /etc/httpd/sql-ledger-httpd.conf
131 etc/apache2/sql-ledger-httpd.conf
133 restart your web server.
135 Note: /usr/local/sql-ledger is only a suggested
136 path, you may install in any directory.
141 change directory to /usr/local/sql-ledger
143 # chown -R nobody:nogroup users templates css spool
145 replace nobody:nogroup with the web server
146 user and group of your system. Some systems use
147 apache:apache, www, www-data, ...
150 PREPARE YOUR SQL SERVER:
151 ------------------------
155 add one database user with create database and
156 create user privileges to manage the datasets
157 and tables for SQL-Ledger
160 $ createuser -d sql-ledger
161 Shall the new user be allowed to create databases? (y/n) y
162 Shall the new user be allowed to create more new users? (y/n) y
164 if you use passwords to access postgres use this command
165 $ createuser -d -P sql-ledger
167 Install PL/PGSQL in template1
170 $ createlang plpgsql template1
182 SETUP A DATABASE AND THE TABLES:
183 --------------------------------
184 Load your web browser and connect to
185 http://localhost/sql-ledger/admin.pl
187 Select the "Database Administration" link,
188 enter a host, port and the user you created
189 in the previous step.
191 The "Create Dataset" link queries the server
192 for existing datasets and displays them in a
193 table. Enter a name for the new dataset (use
194 lowercase letters only!) and select one of the
195 Chart of Accounts and click on Continue.
196 Your new dataset and the tables will be created
197 and the selected Chart of Accounts loaded. The
198 owner of the tables will be the user you entered
199 in the previous screen as the "User".
201 The "Delete Dataset" link queries the server
202 for datasets which are in use by SQL-Ledger
203 and are not used by any members. This may
204 take a while to figure out. "Be patient".
205 If there are any datasets not in use, you get
206 a screen with the datasets listed where you
207 select the one you want to delete.
209 You cannot manage any other datasets from this
210 interface, only the datasets used by SQL-Ledger.
212 POSTGRESQL: template1 is only used to query
213 the server, none of the information stored
214 in template1 is manipulated in any way.
219 Load your web browser and connect to
220 http://localhost/sql-ledger/admin.pl
222 Click on "Add User". In the Database
223 section select the driver and enter
224 the user you used to create the dataset.
227 LOAD THE ACCOUNTING PROGRAM:
228 ----------------------------
229 Load your web browser and connect to
230 http://localhost/sql-ledger/login.pl
233 UPGRADING TO A NEWER VERSION:
234 -----------------------------
235 1. load admin.pl and lock the system
236 2. untar the new version over top
237 3. check the doc directory for specific notes
238 4. load admin.pl and unlock the system
241 NOTE: datasets are upgraded when you log in for
242 the first time. If an error occurs the system
243 will remain locked. Track down the error, fix it,
244 load admin.pl, unlock the system and log in again.
247 UPGRADING WITH setup.pl:
248 ------------------------
249 run setup.pl from the command line and follow
253 INSTALLATION CHECKLIST:
254 -----------------------
255 1. untar SL somewhere
256 2. change permission for the users, templates, css and spool directory
258 4. edit sql-ledger.conf
259 5. add the database user sql-ledger
261 7. create datasets for the companies
264 In the Database section enter
268 Host: for local connections leave blank
269 Dataset: the dataset created in step 7
270 Port: for local connections leave blank
272 Password: password for sql-ledger
275 IF SOMETHING DOESN'T WORK:
276 --------------------------
277 There is a FAQ at http://www.sql-ledger.org/misc/faq.html
278 or read the one included in the doc directory.
280 There are also several mailing lists at
281 http://www.sql-ledger.org/misc/mailinglist.html
282 where you can seek free help.
284 To order commercial support see
285 http://www.sql-ledger.com/misc/support.html
288 =====================================================================