7 SQL-Ledger is a double-entry accounting program written
8 in perl. It has been tested with PostgreSQL, Oracle,
9 Apache, Netscape, Mozilla, Galeon, Explorer, Links, Lynx,
10 Konqueror, Voyager, W3M and Opera clients on Linux, FreeBSD,
11 Solaris, Windows and Mac computers.
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 The admin script can be used to create, edit or delete users
25 and to create and delete datasets and to setup the Chart
26 of Accounts and templates needed for the system.
27 It can be used for PostgreSQL and Oracle. If you want to
28 use another SQL server the tables and chart of accounts
29 must be created by hand.
31 You can have a group of users using the same dataset and
32 templates for generating Invoices, Income Statements and
33 Balance Sheets or a different set altogether.
35 Templates are supplied in html and tex format to generate
36 most of the forms. Forms can be printed to screen, sent
37 to a printer or to a mailer agent. To use the tex forms
38 latex must be installed. Most systems have a latex binary
39 installed by default. Latex is also available for Windows
40 and the Mac so we stay compatible across all major platforms.
45 You may distribute under the terms of the GNU License.
50 available from http://www.sql-ledger.org
55 Non specific, see requirements.
61 2 - http server (Apache, NCSA, httpi, ...)
62 3 - SQL Server with transaction support (PostgreSQL 7.0+, Oracle)
63 4 - DBD (DBD-Pg, DBD-Oracle)
68 FOREIGN LANGUAGE SUPPORT:
69 -------------------------
70 All the required files are in locale/country_code
71 The main files are 'all' and 'missing'. You can enter
72 translated strings in either file. When you are done
73 run locales.pl from the command line to rebuild the
76 Some of the translation files are not 100% complete.
77 If strings are missing, English is used instead.
82 unpack the tar.gz file in /usr/local
84 tar xzvf sql-ledger-x.x.x.tar.gz
86 you should now have everything in /usr/local/sql-ledger
88 copy sql-ledger.conf.default to sql-ledger.conf
92 create a file sql-ledger-httpd.conf in the same location
93 where your httpd.conf is and copy the next section into the file
95 Alias /sql-ledger/ /usr/local/sql-ledger/
96 <Directory /usr/local/sql-ledger>
97 AddHandler cgi-script .pl
98 Options ExecCGI Includes FollowSymlinks
101 <Directory /usr/local/sql-ledger/users>
106 edit httpd.conf and add
109 Include <ServerRoot>/sql-ledger-httpd.conf
111 Note: Replace <ServerRoot> with the server's root directory!
113 restart your web server.
116 Note: /usr/local/sql-ledger is only a suggested
117 path, you can install in any directory.
120 INSTALLATION WITH setup.pl:
121 ---------------------------
124 mkdir /usr/local/sql-ledger
126 Copy setup.pl to /usr/local/sql-ledger
128 run setup.pl as root and follow the prompts.
130 Go to the next step, "PREPARE YOUR SQL SERVER".
135 change directory to /usr/local/sql-ledger
137 # chown nobody:nobody users templates
139 replace nobody:nobody with the web server
140 user of your system. Some systems use
141 apache:apache, www, www-data, ...
144 PREPARE YOUR SQL SERVER:
145 ------------------------
149 add one database user with create database privileges
150 to manage the datasets and tables for SQL-Ledger
153 $ createuser -d sql-ledger
155 if you use passwords to access postgres set the user up with a password
156 $ createuser -d -P sql-ledger
158 Answer no to the following question.
159 Shall the new user be allowed to create more new users? (y/n) n
161 You can add more database users to keep datasets
162 separated. Each dataset belongs to one company.
167 add one user and one tablespace
168 all datasets share the same tablespace
171 SETUP A DATABASE AND THE TABLES:
172 --------------------------------
173 Load your web browser and connect to
174 http://localhost/sql-ledger/admin.pl
176 Tables are created with the "Database
177 Administration" function.
179 Select the "Database Administration" link,
180 enter a host, port and user you created in the
183 The "Create Dataset" link queries the server
184 for existing datasets and displays them in a
185 column. Then you enter a name for the new
186 dataset and select one of the Chart of Accounts
187 and click on Continue.
188 Your new dataset and the tables will be created
189 and the selected Chart of Accounts loaded. The
190 owner of the tables is the user you entered in
193 NOTE: Be patient, some of the charts are really
194 big and take some time to create.
196 The "Delete Dataset" link queries the server
197 for datasets which are in use by SQL-Ledger
198 and are not used by any members. This may
199 take a while to figure out. "Be patient".
200 If there are any datasets not in use, you get
201 a screen with the datasets listed where you
202 can select the one you want to delete.
204 NOTE: you cannot manage any other datasets
205 from this interface, only the datasets used
211 Load your web browser and connect to
212 http://localhost/sql-ledger/admin.pl
214 Click on "Add User". In the Database
215 section select the driver and enter
216 the user you used to create the dataset.
219 LOAD THE ACCOUNTING PROGRAM:
220 ----------------------------
221 Load your web browser and connect to
222 http://localhost/sql-ledger/login.pl
225 UPGRADING TO A NEWER VERSION:
226 -----------------------------
227 1. unpack the new version over top
228 2. check the doc directory for specific notes
230 click on "Database Administration"
231 enter the dba in the "Connect to" field
232 click on "Update Dataset"
233 select the datasets and click "Continue"
236 UPGRADING WITH setup.pl:
237 ------------------------
238 run setup.pl from the command line and follow
242 INSTALLATION CHECKLIST:
243 -----------------------
244 1. untar SL somewhere
245 2. change permissions for the users and templates directory
247 4. edit sql-ledger.conf
248 5. a) add the database user sql-ledger in PostgreSQL
249 b) add a tablespace and the database user sql-ledger in Oracle
251 7. create datasets for the companies
254 In the Database section enter
258 Host: for local connections leave empty
259 Dataset: the dataset created in step 7
260 Port: for local connections leave empty
262 Password: password for sql-ledger
267 Port: the port Oracle is listening on
268 Dataset: the dataset created in step 7
269 Password: password for connection
272 IF SOMETHING DOESN'T WORK:
273 --------------------------
274 There is a FAQ online which addresses various questions.
275 see http://www.sql-ledger.org/misc/faq.html
277 There are also several mailing lists at
278 http://www.sql-ledger.org/misc/mailinglist.html
279 where you can go for help.
281 If you require support you can order online at
282 http://www.sql-ledger.com/misc/support.html
285 =====================================================================