X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Finstall.html;h=d89ea3f04e1bddbebd20d40c60a6cc2bdba62726;hb=76161f1a2ae0f96470bed4089b00eff5abb16cff;hp=b739af02c5021813325287cf5c5ac8fda271d761;hpb=d7a1a7154a401edfbc4844721c08cb6f483d59b7;p=freeside.git diff --git a/httemplate/docs/install.html b/httemplate/docs/install.html index b739af02c..d89ea3f04 100644 --- a/httemplate/docs/install.html +++ b/httemplate/docs/install.html @@ -3,63 +3,84 @@

Installation

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

Before installing, you need:

A web server, such as Apache-SSL or Apache -
mod_perl -
SSH (OpenSSH is recommended. SSH Communications Security commercial SSH version 3 has been reported incompatible with Freeside.) -
Perl Don't enable experimental features like threads or the PerlIO abstraction layer. -
A transactional database engine supported by Perl's DBI. +
Perl, minimum version 5.005_03. (5.8.3 for the integrated RT ticketing) +
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 +
Optional, enables typeset invoices: teTeX and Ghostscript (included with most distributions). +
A transactional database engine supported by Perl's DBI.
- PostgreSQL (v7 or higher) is recommended. -
- MySQL does not work at this time. - The following information is provided for developers who wish to contribute MySQL support: See tickets #300 and #334 in the bug-tracking system. - - MySQL's default MyISAM and ISAM table types are not supported. If you really want to use MySQL, you need to use one of the new transaction-safe table types such as BDB, and set it as the default table type using the --default-table-type=BDB mysqld command-line option or by setting default-table-type=BDB in the my.cnf option file. +
- PostgreSQL is recommended (v7.2 or later, 7.4 or later recommended). +
- MySQL is not currently supported. Developers intersted in maintaining MySQL support are welcome to ask on the -devel mailing list; many things work, but MySQL support needs a maintainer to update it for recent (and future) changes. +
-
Perl modules (CPAN will query, download and build perl modules automatically) +
Perl modules (CPAN will query, download and build perl modules automatically)
- Array-PrintCols -
- Term-Query (make test broken; install manually) -
- MIME-Base64 -
- Digest-MD5 -
- URI -
- HTML-Tagset -
- HTML-Parser -
- libnet -
- Locale-Codes -
- Net-Whois -
- libwww-perl -
- Business-CreditCard -
- Data-ShowTable -
- MailTools -
- TimeDate -
- DateManip -
- File-CounterFile -
- FreezeThaw -
- String-Approx -
- Text-Template -
- Archive-Tar -
- DBI -
- 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 -
- Tie-IxHash -
- Time-Duration + +
- MIME-Base64 +
- Digest-MD5 + +
- URI +
- HTML-Tagset +
- HTML-Parser +
- libnet +
- Locale-Codes +
- Net-Whois-Raw +
- libwww-perl +
- Business-CreditCard + +
- MailTools +
- TimeDate +
- DateManip +
- File-CounterFile +
- FreezeThaw +
- String-Approx +
- Text-Template +
- DBI +
- DBD for your database engine (DBD::Pg for PostgreSQL) + +
- DBIx-DBSchema +
- Net-SSH +
- String-ShellQuote +
- Net-SCP +
- 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 +
- Cache::Cache +
- NetAddr-IP +
- Chart +
- Crypt::PasswdMD5 +
- Locale::SubCountry +
- Frontier::RPC +
- Text::CSV_XS +
- Spreadsheet::WriteExcel +
- IO-stringy (IO::Scalar) +
- Frontier::RPC (Frontier::RPC2) +
- MIME::Entity (MIME-tools) +
- IPC::Run3 + +
- Fax::Hylafax::Client (Required if using FAX invoice destinations +
- Apache::DBI (optional but recommended for better webinterface performance)

Install the Freeside distribution:

Add the user `freeside' to your system. +
Add the user and group `freeside' to your system.

Allow the freeside user full access to the freeside database.

with PostgreSQL:

-$ su postgres
+$ su postgres (pgsql on some distributions)
 $ createuser -P freeside
 Enter password for user "freeside": 
 Enter it again: 
@@ -72,23 +93,22 @@ $ mysqladmin -u root password 'set_a_root_database_password'
 $ mysql -u root -p
 mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY 'set_a_freeside_database_password';

Unpack the tarball:
```
gunzip -c fs-x.y.z.tar.gz | tar xvf -
```
+
Edit the top-level Makefile:
- Set DATASOURCE to your DBI data source, for example, DBI:Pg:host=localhost;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 a 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: -

-$ su
-# make create-database

- (or manually, with Postgres:) -

+    
+      with Postgres:
+         $ su freeside
-$ createdb freeside
-    (with MySQL:)
-    +$ createdb -E sql_ascii freeside
+      
with MySQL:
+         $ mysqladmin -u freeside -p create freeside 
+    
   Build and install the Perl modules:
      $ make perl-modules
@@ -98,61 +118,62 @@ $ su
 $ su
 # make create-config
 
-    
You should run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
+    
Run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
+    
Edit the Makefile and set TEMPLATE to asp or mason.  Also set FREESIDE_DOCUMENT_ROOT.
+    
Run  make install-docs.

- + - - +

Apache::ASP Mason Mason (recommended) Apache::ASP (deprecated)

Apache::ASP	Mason	Mason (recommended)	Apache::ASP (deprecated)
- Run `make aspdocs` - Copy `aspdocs/` to your web server's document space. - Create a Global directory, such as `/usr/local/etc/freeside/asp-global/` - Copy `htetc/global.asa` to the Global directory: + +	+ Configure Apache: -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: - -<Directory /usr/local/apache/htdocs/freeside-asp> -<Files ~ (\.cgi)> -AddHandler perl-script .cgi -PerlHandler Apache::ASP +PerlModule HTML::Mason +# your freeside docuemnt root +<Directory /var/www/freeside> +<Files ~ (\.cgi\|\.html)> +AddHandler perl-script .cgi .html +PerlHandler HTML::Mason </Files> <Perl> -$MLDBM::RemoveTaint = 1; +require "/usr/local/etc/freeside/handler.pl"; </Perl> -PerlSetVar Global /usr/local/etc/freeside/asp-global/ -PerlSetVar Debug 2 </Directory>	- Run `make masondocs` - Copy `masondocs/` to your web server's document space. - Copy `htetc/handler.pl` to your web server's configuration directory. - Edit `handler.pl` and set an appropriate `data_dir`, such as `/usr/local/etc/freeside/mason-data` - Configure Apache to use the `handler.pl` file and to execute .cgi files using HTML::Mason. For example: + +	+ Configure Apache: -<Directory /usr/local/apache/htdocs/freeside-mason> -<Files ~ (\.cgi)> -AddHandler perl-script .cgi -PerlHandler HTML::Mason +PerlModule Apache::ASP +# your freeside document root +<Directory /var/www/freeside> +<Files ~ (\.cgi\|\.html)> +AddHandler perl-script .cgi .html +PerlHandler Apache::ASP </Files> <Perl> -require "/usr/local/apache/conf/handler.pl"; +$MLDBM::RemoveTaint = 1; </Perl> +PerlSetVar Global /usr/local/etc/freeside/asp-global/ +PerlSetVar Debug 2 +PerlSetVar RequestBinaryRead Off +# your freeside document root +PerlSetVar IncludesDir /var/www/freeside </Directory>

Run make aspdocs -
Copy aspdocs/ to your web server's document space. -
Create a Global directory, such as /usr/local/etc/freeside/asp-global/ -
Copy htetc/global.asa to the Global directory: + +

Configure Apache:

-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: -

-<Directory /usr/local/apache/htdocs/freeside-asp>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
-PerlHandler Apache::ASP
+PerlModule HTML::Mason
+# your freeside docuemnt root
+<Directory /var/www/freeside>
+<Files ~ (\.cgi|\.html)>
+AddHandler perl-script .cgi .html
+PerlHandler HTML::Mason
 </Files>
 <Perl>
-$MLDBM::RemoveTaint = 1;
+require "/usr/local/etc/freeside/handler.pl";
 </Perl>
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
-PerlSetVar Debug 2
 </Directory>

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: + +

Configure Apache:

-<Directory /usr/local/apache/htdocs/freeside-mason>
-<Files ~ (\.cgi)>
-AddHandler perl-script .cgi
-PerlHandler HTML::Mason
+PerlModule Apache::ASP
+# your freeside document root
+<Directory /var/www/freeside>
+<Files ~ (\.cgi|\.html)>
+AddHandler perl-script .cgi .html
+PerlHandler Apache::ASP
 </Files>
 <Perl>
-require "/usr/local/apache/conf/handler.pl";
+$MLDBM::RemoveTaint = 1;
 </Perl>
+PerlSetVar Global /usr/local/etc/freeside/asp-global/
+PerlSetVar Debug 2
+PerlSetVar RequestBinaryRead Off
+# your freeside document root
+PerlSetVar IncludesDir /var/www/freeside
 </Directory>

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/
+#your freeside document root
+<Directory /var/www/freeside>
 AuthName Freeside
 AuthType Basic
 AuthUserFile /usr/local/etc/freeside/htpasswd
@@ -163,18 +184,29 @@ require valid-user
     
       First user:
 $ su
-$ freeside-adduser -c -h /usr/local/etc/freeside/htpasswd username
+% freeside-adduser -c -h /usr/local/etc/freeside/htpasswd username

Additional users:
```
$ su
-$ freeside-adduser -h /usr/local/etc/freeside/htpasswd username
```
+% 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 to create the database tables, passing the username of a Freeside user you created above: + (using other auth types, add each user to your Apache authentication and then run: freeside-adduser username) +

Create the Freeside system users: +

$ su
+% freeside-adduser fs_queue
+% freeside-adduser fs_selfservice

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
+$ 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
-$ bin/fs-setup username
+$ 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. +

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)

Now proceed to the initial administration of your installation.