X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Finstall.html;h=d4507a2a5dae86dac886dd5b37a21678f2b4d898;hb=efccaa2d081bfcaaddcf9d89da3c2a065b4caafb;hp=e6f6f59de82a71bb3f3f0392a869f1d09435c87c;hpb=5dc522149a7ad8363ce46f8ff6b3133b2d3d3cdf;p=freeside.git diff --git a/httemplate/docs/install.html b/httemplate/docs/install.html index e6f6f59de..d4507a2a5 100644 --- a/httemplate/docs/install.html +++ b/httemplate/docs/install.html @@ -3,21 +3,22 @@

Installation

+Note: Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.

Before installing, you need:

Perl Don't enable experimental features like threads or the PerlIO abstraction layer. +
Perl
Apache (mod_ssl or Apache-SSL highly recommended)
mod_perl (if compiling your own mod_perl, make sure you set the EVERYTHING=1 compile-time option)
SSH (OpenSSH is recommended. SSH Communications Security commercial SSH version 3 has been reported incompatible with Freeside.)
rsync
A transactional database engine supported by Perl's DBI.
- PostgreSQL (v7 or higher) is recommended. -
- MySQL versions before 4.1 do not support standard SQL subqueries and are NOT SUPPORTED. If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see ticket #438 in the bug-tracking system and ask on the -devel mailing list. - +
- PostgreSQL is recommended (v7or later). +
- MySQL MINIMUM VERSION 4.1 is untested but may work. Versions before 4.1 do not support standard SQL subqueries and are NOT SUPPORTED. If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see ticket #438 in the bug-tracking system and ask on the -devel mailing list. + + MySQL's default MyISAM and ISAM table types are not supported. If you want to use MySQL, you must use one of the new transaction-safe table types such as BDB or InnoDB, and set it as the default table type using the --default-table-type=BDB or --default-table-type=InnoDB mysqld command-line option or by setting default-table-type=BDB or default-table-type=InnoDB in the my.cnf option file.
-
Perl modules (CPAN will query, download and build perl modules automatically) +
Perl modules (CPAN will query, download and build perl modules automatically)
- HTML-Parser
- libnet
- Locale-Codes -
- Net-Whois +
- Net-Whois-Raw
- libwww-perl
- Business-CreditCard @@ -41,19 +42,21 @@ Before installing, you need:
- String-Approx
- Text-Template
- DBI -
- DBD for your database engine (DBD::Pg for PostgreSQL) +
- DBD for your database engine (DBD::Pg for PostgreSQL, DBD::mysql for MySQL)
- DBIx-DataSource
- DBIx-DBSchema
- Net-SSH
- String-ShellQuote
- Net-SCP -
- Apache::ASP or HTML::Mason (use version 1.0x - Freeside is not yet compatible with version 1.1x) +
- HTML::Mason (recommended, enables full functionality) or Apache::ASP (deprecated, integrated RT ticketing will not be available)
- Tie-IxHash
- Time-Duration
- HTML-Widgets-SelectLayers
- Storable
- NetAddr-IP +
- Chart +
- Crypt::PasswdMD5
- Apache::DBI (optional but recommended for better webinterface performance)

@@ -64,24 +67,23 @@ Install the Freeside distribution:

with PostgreSQL:

-$ su postgres
+$ su postgres (pgsql on some distributions)
 $ createuser -P freeside
 Enter password for user "freeside": 
 Enter it again: 
 Shall the new user be allowed to create databases? (y/n) y
 Shall the new user be allowed to create more new users? (y/n) n
 CREATE USER

Edit the top-level Makefile:

Set DATASOURCE to your DBI data source, for example, DBI:Pg:host=localhost;dbname=freeside for PostgresSQL. See the DBI manpage and the manpage for your DBD for the exact syntax of your DBI data source. +
Set DATASOURCE to your DBI data source, for example, DBI:Pg:dbname=freeside for PostgresSQL or DBI:mysql:freeside for MySQL. See the DBI manpage and the manpage for your DBD for the exact syntax of your DBI data source.
Set DB_PASSWORD to the freeside database user's password.

Add the freeside database to your database engine: @@ -92,10 +94,9 @@ $ su

 $ su freeside
 $ createdb freeside

Build and install the Perl modules:

 $ make perl-modules
@@ -114,7 +115,10 @@ $ su
   
     
       Run make aspdocs
-      
Copy aspdocs/ to your web server's document space.
+      
Copy aspdocs/ to your web server's document space:
++cp aspdocs /usr/local/apache/htdocs/freeside-asp
+
       
Create a Global directory, such as /usr/local/etc/freeside/asp-global/:
  mkdir /usr/local/etc/freeside/asp-global/
@@ -124,36 +128,46 @@ chown freeside /usr/local/etc/freeside/asp-global/
  cp htetc/global.asa /usr/local/etc/freeside/asp-global/global.asa
 
-      Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
+      
Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example, add something like the following to your Apache httpd.conf file, adjusting for your actual paths:
 +PerlModule Apache::ASP
+# your freeside document root
 <Directory /usr/local/apache/htdocs/freeside-asp>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
+<Files ~ (\.cgi|\.html)>
+AddHandler perl-script .cgi .html
 PerlHandler Apache::ASP
 </Files>
 <Perl>
 $MLDBM::RemoveTaint = 1;
 </Perl>
 PerlSetVar Global /usr/local/etc/freeside/asp-global/
-PerlSetVar Debug 2
+PerlSetVar Debug 2
+PerlSetVar RequestBinaryRead Off
+# your freeside document root
+PerlSetVar IncludesDir /usr/local/apache/htdocs/freeside-asp
 </Directory>
 
     

     
-      (use version 1.0x - Freeside is not yet compatible with version 1.1x)
       
Run make masondocs
-      
Copy masondocs/ to your web server's document space.
-      
Copy htetc/handler.pl to your web server's configuration directory.
-      
Edit handler.pl and set an appropriate data_dir, such as /usr/local/etc/freeside/mason-data
-      
Configure Apache to use the handler.pl file and to execute .cgi files using HTML::Mason.  For example:
+      
Copy masondocs/ to your web server's document space. (For example: /usr/local/apache/htdocs/freeside-mason)
+      
Copy htetc/handler.pl to /usr/local/etc/freeside
+      
Edit handler.pl and:
+      
+         set an appropriate comp_root, such as /usr/local/apache/htdocs/freeside-mason
+        
 set an appropriate data_dir, such as /usr/local/etc/freeside/masondata
+      
+
+      Configure Apache to use the handler.pl file and to execute .cgi files using HTML::Mason.  For example, add something like the following to your Apache httpd.conf file, adjusting for your actual paths:
 +PerlModule HTML::Mason
 <Directory /usr/local/apache/htdocs/freeside-mason>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
+<Files ~ (\.cgi|\.html)>
+AddHandler perl-script .cgi .html
 PerlHandler HTML::Mason
 </Files>
 <Perl>
-require "/usr/local/apache/conf/handler.pl";
+require "/usr/local/etc/freeside/handler.pl";
 </Perl>
 </Directory>
 
@@ -161,10 +175,9 @@ require "/usr/local/apache/conf/handler.pl";
   
 
 
-Restrict access to this web interface - see the Apache documentation on user authentication.    For example, to configure user authentication with mod_auth (flat files):
+Restrict access to this web interface - see the Apache documentation on user authentication.    For example, to configure user authentication with mod_auth (flat files), add something like the following to your Apache httpd.conf file, adjusting for your actual paths:
  <Directory /usr/local/apache/htdocs/freeside-asp>
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
 AuthName Freeside
 AuthType Basic
 AuthUserFile /usr/local/etc/freeside/htpasswd
@@ -181,16 +194,16 @@ $ freeside-adduser -c -h /usr/local/
 $ freeside-adduser -h /usr/local/etc/freeside/htpasswd username
     
   (using other auth types, add each user to your Apache authentication and then run: freeside-adduser username
-  
As the freeside UNIX user, run bin/fs-setup username (in the untar'ed freeside directory) to create the database tables, passing the username of a Freeside user you created above:
+  
As the freeside UNIX user, run freeside-setup username to create the database tables, passing the username of a Freeside user you created above:
  $ su freeside
-$ cd /path/to/freeside-1.4.0/
-$ bin/fs-setup username
+$ freeside-setup username
 
+  Alternately, use the -s option to enable shipping addresses: freeside-setup -s username
   
As the freeside UNIX user, run bin/populate-msgcat username (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above:
  $ su freeside
-$ cd /path/to/freeside-1.4.0/
+$ cd /path/to/freeside/
 $ bin/populate-msgcat username
 
   
freeside-queued was installed with the Perl modules.  Start it now and ensure that is run upon system startup (Do this manually, or edit the top-level Makefile, replacing INIT_FILE with the appropriate location on your systemand QUEUED_USER with the username of a Freeside user you created above, and run make install-init)