X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Finstall.html;h=0bf2c1616e40bd5e3cdb5392f6a3bfdc43ccd3f3;hb=03dcc6e0f48fae0b892dbd36229884e684b94049;hp=c99a0f91133450781e0ebf7abf3bcea595a2fc4c;hpb=04ac51dff5dd29a1c674168f5d3396acbb158dbc;p=freeside.git

diff --git a/httemplate/docs/install.html b/httemplate/docs/install.html
index c99a0f911..0bf2c1616 100644
--- a/httemplate/docs/install.html
+++ b/httemplate/docs/install.html
@@ -7,9 +7,13 @@ Before installing, you need:
 <ul>
   <li>A web server, such as <a href="http://www.apache-ssl.org">Apache-SSL</a> or <a href="http://www.apache.org">Apache</a>
   <li><a href="http://perl.apache.org/">mod_perl</a>
-  <li><a href="http://www.openssh.com//">SSH</a>
+  <li><a href="http://www.openssh.com//">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended.  SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
   <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
-  <li>A <b>transactional</b> database engine supported by Perl's <a href="http://www.hermetica.com/technologia/DBI/">DBI</a>.  <a href="http://www.postgresql.org/">PostgreSQL</a> is recommended.  <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>.
+  <li>A <b>transactional</b> database engine supported by Perl's <a href="http://www.hermetica.com/technologia/DBI/">DBI</a>.
+    <ul>
+      <li><a href="http://www.postgresql.org/">PostgreSQL</a> (v7 or higher) is recommended.
+      <li>MySQL has been reported to work.  <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
+    </ul>
   <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
     <ul>
       <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
@@ -32,8 +36,10 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
+      <li><a href="http://search.cpan.org/search?dist=Archive-Tar">Archive-Tar</a>
       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
       <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a>
+      <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
@@ -46,20 +52,35 @@ Install the Freeside distribution:
   <li>Add the user `freeside' to your system.
   <li>Allow the freeside user full access to the freeside database.
     <ul>
-      <li> with <a href="http://www.mysql.com/Manual_chapter/manual_Privilege_system.html#Privilege_system">MySQL</a>:<pre>$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
+      <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
+        <pre>
+$ su postgres
+$ createuser -P freeside</pre>
+      <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
+        <pre>
+$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
 $ mysql -u root -p
 mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY '<i>set_a_freeside_database_password</i>';</pre>
-      <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>
     </ul>
-  <li>Add the freeside database to your database engine.  (with <a href="http://www.mysql.com/Manual_chapter/manual_Reference.html#CREATE_DATABASE">MySQL</a>) (with <a href="http://postgresql.readysetnet.com/users-lounge/docs/7.1/postgres/managing-databases.html#MANAGE-AG-CREATEDB">PostgreSQL</a>)
   <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>
-  <li>Build and install the Perl libraries:
+  <li>Edit the top-level Makefile:
+    <ul>
+      <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.20/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:host=localhost;dbname=freeside</tt> for PostgresSQL or <tt>DBI:mysql:freeside</tt> for MySQL.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.20/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD">manpage for your DBD</a> for the exact syntax of a DBI data source.
+      <li>Set <tt>DB_ADMIN_PASSWORD</tt> to the freeside database user's password.
+    </ul>
+  <li>Add the freeside database to your database engine:
+    <pre>
+$ su
+# make create-database</pre>
+  <li>Build and install the Perl modules:
     <pre>
-$ cd FS/
-$ perl Makefile.PL
-$ make
+$ make perl-modules
 $ su
-# make install UNINST=1</pre>
+# make install-perl-modules</pre>
+    <li>Create the necessary configuration files:<pre>
+$ su
+# make create-config
+</pre>
     <li>You should run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
 </ul>
 <table>
@@ -108,13 +129,32 @@ require "/usr/local/apache/conf/handler.pl";
   </tr>
 </table>
 <ul>
-<li>Restrict access to this web interface.  (with <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache</a>)
-<li>Create the necessary <a href="config.html">configuration files</a>.
-<li>Create the `/usr/local/etc/freeside/counters.<i>datasrc</i>', 
-  `/usr/local/etc/freeside/cache.<i>datasrc</i>', and 
-  `/usr/local/etc/freeside/export.<i>datasrc</i>' directories for each <i>datasrc</i> (owned by the freeside user).
-  <li>As the freeside user, run bin/fs-setup to create the database tables.
-  <li>freeside-queued was installed with the Perl modules.  Start it now and ensure that is run upon system startup.
+<li>Restrict access to this web interface - see the <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache documentation on user authentication</a>.    For example, to configure user authentication with <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
+<pre>
+&lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
+PerlSetVar Global /usr/local/etc/freeside/asp-global/
+AuthName Freeside
+AuthType Basic
+AuthUserFile /usr/local/etc/freeside/htpasswd
+require valid-user
+&lt;/Directory&gt;
+</pre>
+  <li>Create one or more Freeside users (your internal sales/tech folks, not customer accounts).  These users are setup using using Apache authentication, not UNIX user accounts.  For example, using <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
+    <ul>
+      <li>First user:<font size="-1">
+<pre>$ su
+$ freeside-adduser -c -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
+      <li>Additional users:<font size="-1">
+<pre>$ su
+$ freeside-adduser -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
+    </ul>
+  <i>(using other auth types, add each user to your <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache authentication</a> and then run: <tt>freeside-adduser <b>username</b></tt></i>
+  <li>As the freeside UNIX user, run <tt>bin/fs-setup <b>username</b></tt> to create the database tables, passing the username of a Freeside user you created above:
+<pre>
+$ su freeside
+$ bin/fs-setup <b>username</b>
+</pre>
+  <li><tt>freeside-queued</tt> was installed with the Perl modules.  Start it now and ensure that is run upon system startup.
   <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.
 </ul>
 </body>