X-Git-Url: http://git.freeside.biz/gitweb/?a=blobdiff_plain;f=httemplate%2Fdocs%2Fselfservice.html;h=9dc8f2a5e47a81a24412dc673f496030ef1beb05;hb=a2b0b3e8500b08a5cf017c85693d9649853f8569;hp=6d17ead3f400c54eed09b5011b9c330bbc3b5740;hpb=b5fbaadb1cb2893660e460a1d4a3cabe02774de7;p=freeside.git

diff --git a/httemplate/docs/selfservice.html b/httemplate/docs/selfservice.html
index 6d17ead3f..9dc8f2a5e 100644
--- a/httemplate/docs/selfservice.html
+++ b/httemplate/docs/selfservice.html
@@ -14,13 +14,16 @@ machine, not the backend Freeside server.  On the public machine, install:
   <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
   <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
   <li><a href="http://search.cpan.org/search?dist=HTTP-BrowserDetect">HTTP::BrowserDetect</a>
+  <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML::Parser</a>
 
   <li><a href="man/FS/SelfService.html">FS::SelfService</a> (copy the fs_selfservice/FS-SelfService directory to the external machine, then: perl Makefile.PL; make; make install)
 </ul>
 Then:
 <ul>
   <li>Set the <a href="../config/config.cgi#unclassified"><i>signup_server-default_agentnum</i></a> configuration value to a default <a href="../browse/agent.cgi">agent number</a>.
-  <li>Set the <a href="../config/config.cgi#unclassified"><i>signup_server-default_refnum</i></a> to a default <a href="../browse/part_referral.cgi">advertising source</a>.
+  <li>Set the <a href="../config/config.cgi#unclassified"><i>signup_server-default_refnum</i></a> configuration value to a default <a href="../browse/part_referral.cgi">advertising source</a>.
+  <li>Set the <a href="../config/config.cgi#unclassified"><i>signup_server-payby</i></a> configuration value to the acceptable payment types for signups.
+  <li>Set the <a href="../config/config.cgi#unclassified"><i>signup_server-realtime</i></a> configuration value to run billing for signups immediately.
   <li>Add the user `freeside' to the the external machine.
   <li>Copy or symlink the <code>fs_selfservice/FS-SelfService/cgi/</code> directory into the web server's document space.  Optionally, customize the .html templates.  "Entry points" (useful places to link to) are:
     <ul>
@@ -32,13 +35,17 @@ Then:
       <li>regcode.html - Registration code pre-signup
       <li>stateselect.html - State selection pre-signup
     </ul>
-  <li>When linking to signup.cgi, you can include a referring custnum in the URL as follows: <code>http://public.web.server/path/signup.cgi?ref=1542</code>
-  <li>Enable CGI execution for files with the `.cgi' extension.  (with <a href="http://www.apache.org/docs/mod/mod_mime.html#addhandler">Apache</a>)
+  <li>Enable CGI execution for files with the `.cgi' extension.  (with <a href="http://www.apache.org/docs/mod/mod_mime.html#addhandler">Apache</a>), for example: <pre>
+#directory where selfservice .cgi scripts and .html templates are located
+&lt;Directory /var/www/selfservice&gt;
+AddHandler cgi-script .cgi
+Options +ExecCGI
+&lt;/Directory&gt;</pre>
   <li>Create the /usr/local/freeside directory on the external machine (owned by the freeside user).
   <li>touch /usr/local/freeside/selfservice_socket; chown freeside /usr/local/freeside/selfservice_socket; chmod 600 /usr/local/freeside/selfservice_socket
-  <li>Use <a href="http://www.apache.org/docs/suexec.html">suEXEC</a> or <a href="http://www.perl.com/CPAN-local/doc/manual/html/pod/perlsec.html#Security_Bugs">setuid</a> (see <a href="install.html">install.html</a> for details) to run signup.cgi, selfservice.cgi, agent.cgi and passwd.cgi as the freeside user.
+  <li>Use <a href="http://www.apache.org/docs/suexec.html">suEXEC</a> or <a href="http://www.perl.com/CPAN-local/doc/manual/html/pod/perlsec.html#Security_Bugs">setuid</a> to run signup.cgi, selfservice.cgi, agent.cgi and passwd.cgi as the freeside user.  <b>Do not run your public web server as the freeside user!</b>
   <li>Append the identity.pub from the freeside user on your freeside machine to the authorized_keys file of the newly created freeside user on the external machine(s).
-  <li>Run an instance of <pre>freeside-selfservice-server <i>user</i> <i>machine</i> <i>agentnum</i> <i>refnum</i></pre> on the Freeside machine for each external machine.
+  <li>Run an instance of <pre>freeside-selfservice-server <i>user</i> <i>machine</i></pre> on the Freeside machine for each external machine.
   <ul>
     <li><i>user</i> is a user from the mapsecrets file.
     <li><i>machine</i> is the name of the external machine.
@@ -48,6 +55,10 @@ Then:
 </ul>
 Optional:
 <ul>
+  <li>You can install the files in the <code>fs_selfservice/FS-SelfService/cgi/</code> directory multiple places in your web server's document space, and customize the .html templates differently for each.  You can set the agentnum used for each signup by editing signup.html and including a hidden field with the agentnum:
+  <pre>
+  &lt;INPUT TYPE="hidden" NAME="agentnum" VALUE="3"&gt;</pre>
+  <li>When linking to signup.cgi, you can include a referring custnum in the URL as follows: <code>http://public.web.server/path/signup.cgi?ref=1542</code>
   <li>If you create a <b>/usr/local/freeside/ieak.template</b> file on the external machine, it will be sent to IE users with MIME type <i>application/x-Internet-signup</i>.  This file will be processed with <a href="http://search.cpan.org/doc/MJD/Text-Template-1.23/Template.pm">Text::Template</a> with the variables listed below available.
   (an example file is included as <b>fs_selfservice/FS-SelfService/ieak.template</b>)  See the section on <a href="http://www.microsoft.com/windows/ieak/techinfo/deploy/60/en/INS.HTM">internet settings files</a> in the <a href="http://www.microsoft.com/windows/ieak/techinfo/deploy/60/en/toc.asp">IEAK documentation</a> for more information.
 <!--  <li>If you create a <b>/usr/local/freeside/success.html</b> file on the external machine, it will be used as the success HTML page.  Although template substiutions are available, a regular HTML file will work fine here, unlike signup.html.  An example file is included as <b>fs_signup/FS-SignupClient/cgi/success.html</b>-->