httemplate/docs/install.html

   1 <head>
   2   <title>Installation</title>
   3 </head>
   4 <body>
   5 <h1>Installation</h1>
   6 <i>Note: Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.</i><br><br>
   7 Before installing, you need:
   8 <ul>
   9   <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
  10   <li><a href="http://www.apache.org">Apache</a> (<a href="http://www.modssl.org/">mod_ssl</a> or <a href="http://www.apache-ssl.org">Apache-SSL</a> highly recommended)
  11   <li><a href="http://perl.apache.org/">mod_perl</a> (if compiling your own mod_perl, make sure you set the <a href="http://perl.apache.org/guide/install.html#EVERYTHING">EVERYTHING</a>=1 compile-time option)
  12   <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.)
  13   <li><a href="http://rsync.samba.org/">rsync</a>
  14   <li>A <b>transactional</b> database engine <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">supported</a> by Perl's <a href="http://dbi.perl.org">DBI</a>.
  15     <ul>
  16       <li><a href="http://www.postgresql.org/">PostgreSQL</a> is recommended (v7or later).
  17       <li><a href="http://www.mysql.com/">MySQL</a> <b>MINIMUM VERSION 4.1</b> is untested but may work.   Versions before 4.1 do not support standard SQL subqueries and are <b>NOT SUPPORTED</b>.  If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=438">ticket #438</a> in the bug-tracking system and ask on the -devel mailing list.
  18 <!--       <li>MySQL has been reported to work. -->
  19          <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 want to use MySQL, you <b>must</b> 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> or <a href="http://www.mysql.com/doc/I/n/InnoDB.html">InnoDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> or <code>--default-table-type=InnoDB</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> or <code>default-table-type=InnoDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>.
  20     </ul>
  21   <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
  22     <ul>
  23 <!--      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
  24       <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually) -->
  25       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
  26       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
  27 <!--      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a> -->
  28       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
  29       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
  30       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
  31       <li><a href="http://search.cpan.org/search?dist=libnet">libnet</a>
  32       <li><a href="http://search.cpan.org/search?dist=Locale-Codes">Locale-Codes</a>
  33       <li><a href="http://search.cpan.org/search?dist=Net-Whois">Net-Whois</a>
  34       <li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
  35       <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
  36 <!--      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a> -->
  37       <li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
  38       <li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
  39       <li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
  40       <li><a href="http://search.cpan.org/search?dist=File-CounterFile">File-CounterFile</a>
  41       <li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
  42       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
  43       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
  44       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
  45       <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL)
  46       <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
  47       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
  48       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
  49       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
  50       <li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
  51       <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
  52       <li><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
  53       <li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
  54       <li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
  55       <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
  56 <!-- MyAccounts, maybe only for dev     <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a> -->
  57       <li><a href="http://search.cpan.org/search?dist=NetAddr-IP">NetAddr-IP</a>
  58       <li><a href="http://search.cpan.org/search?dist=Chart">Chart</a>
  59       <li><a href="http://search.cpan.org/search?dist=ApacheDBI">Apache::DBI</a> <i>(optional but recommended for better webinterface performance)</i>
  60     </ul>
  61 </ul>
  62 Install the Freeside distribution:
  63 <ul>
  64   <li>Add the user and group `freeside' to your system.
  65   <li>Allow the freeside user full access to the freeside database.
  66     <ul>
  67       <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
  68         <pre>
  69 $ su postgres (pgsql on some distributions)
  70 $ createuser -P freeside
  71 Enter password for user "freeside":
  72 Enter it again:
  73 Shall the new user be allowed to create databases? (y/n) y
  74 Shall the new user be allowed to create more new users? (y/n) n
  75 CREATE USER</pre>
  76       <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
  77         <pre>
  78 $ mysqladmin -u root password '<i>set_a_root_database_password</i>'
  79 $ mysql -u root -p
  80 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>
  81     </ul>
  82 <!--  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
  83   <li>Edit the top-level Makefile:
  84     <ul>
  85       <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:dbname=freeside</tt> for PostgresSQL or <tt>DBI:mysql:freeside</tt> for MySQL.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">manpage for your DBD</a> for the exact syntax of your DBI data source.
  86       <li>Set <tt>DB_PASSWORD</tt> to the freeside database user's password.
  87     </ul>
  88   <li>Add the freeside database to your database engine:
  89     <pre>
  90 $ su
  91 # make create-database</pre>
  92     (or manually, with Postgres:)
  93     <pre>
  94 $ su freeside
  95 $ createdb freeside</pre>
  96     (with MySQL:)
  97     <pre>
  98 $ mysqladmin -u freeside -p create freeside </pre>
  99   <li>Build and install the Perl modules:
 100     <pre>
 101 $ make perl-modules
 102 $ su
 103 # make install-perl-modules</pre>
 104     <li>Create the necessary configuration files:<pre>
 105 $ su
 106 # make create-config
 107 </pre>
 108     <li>Run a <b>separate</b> iteration of Apache[-SSL] with mod_perl enabled <b>as the freeside user</b>.
 109 </ul>
 110 <table>
 111   <tr>
 112     <th>Apache::ASP</th><th>Mason</th>
 113   </tr>
 114   <tr>
 115     <td><ul>
 116       <li>Run <tt>make aspdocs</tt>
 117       <li>Copy <tt>aspdocs/</tt> to your web server's document space:
 118 <font size="-1"><pre>
 119 cp&nbsp;aspdocs&nbsp;/usr/local/apache/htdocs/freeside-asp
 120 </pre></font>
 121       <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>:
 122 <font size="-1"><pre>
 123 mkdir&nbsp;/usr/local/etc/freeside/asp-global/
 124 chown&nbsp;freeside&nbsp;/usr/local/etc/freeside/asp-global/
 125 </pre></font>
 126       <li>Copy <tt>htetc/global.asa</tt> to the Global directory:
 127 <font size="-1"><pre>
 128 cp&nbsp;htetc/global.asa&nbsp;/usr/local/etc/freeside/asp-global/global.asa
 129 </pre></font>
 130       <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
 131 <font size="-1"><pre>
 132 PerlModule Apache::ASP
 133 &lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-asp&gt;
 134 &lt;Files ~ (\.cgi|\.html)&gt;
 135 SetHandler perl-script
 136 PerlHandler Apache::ASP
 137 &lt;/Files&gt;
 138 &lt;Perl&gt;
 139 $MLDBM::RemoveTaint = 1;
 140 &lt;/Perl&gt;
 141 PerlSetVar&nbsp;Global&nbsp;/usr/local/etc/freeside/asp-global/
 142 PerlSetVar Debug 2
 143 &lt;/Directory&gt;
 144 </pre></font>
 145     </ul></td>
 146     <td><ul>
 147       <li>Run <tt>make masondocs</tt>
 148       <li>Copy <tt>masondocs/</tt> to your web server's document space. (For example: <tt>/usr/local/apache/htdocs/freeside-mason</tt>)
 149       <li>Copy <tt>htetc/handler.pl</tt> to <tt>/usr/local/etc/freeside</tt>
 150       <li>Edit <tt>handler.pl</tt> and:
 151       <ul>
 152         <li> set an appropriate <tt>comp_root</tt>, such as <tt>/usr/local/apache/htdocs/freeside-mason</tt>
 153         <li> set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/masondata</tt>
 154       </ul>
 155
 156       <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason.  For example:
 157 <font size="-1"><pre>
 158 PerlModule HTML::Mason
 159 &lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-mason&gt;
 160 &lt;Files ~ (\.cgi|.html)&gt;
 161 SetHandler perl-script
 162 PerlHandler HTML::Mason
 163 &lt;/Files&gt;
 164 &lt;Perl&gt;
 165 require&nbsp;"/usr/local/etc/freeside/handler.pl";
 166 &lt;/Perl&gt;
 167 &lt;/Directory&gt;
 168 </pre></font>
 169     </ul></td>
 170   </tr>
 171 </table>
 172 <ul>
 173 <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):
 174 <pre>
 175 &lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
 176 AuthName Freeside
 177 AuthType Basic
 178 AuthUserFile /usr/local/etc/freeside/htpasswd
 179 require valid-user
 180 &lt;/Directory&gt;
 181 </pre>
 182   <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):
 183     <ul>
 184       <li>First user:<font size="-1">
 185 <pre>$ su
 186 $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -c -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
 187       <li>Additional users:<font size="-1">
 188 <pre>$ su
 189 $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
 190     </ul>
 191   <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>
 192   <li>As the freeside UNIX user, run <tt>freeside-setup <b>username</b></tt> to create the database tables, passing the username of a Freeside user you created above:
 193 <pre>
 194 $ su freeside
 195 $ freeside-setup <b>username</b>
 196 </pre>
 197   Alternately, use the -s option to enable shipping addresses: <tt>freeside-setup -s <b>username</b></tt>
 198   <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <b>username</b></tt> (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above:
 199 <pre>
 200 $ su freeside
 201 $ cd <b>/path/to/freeside/</b>
 202 $ bin/populate-msgcat <b>username</b>
 203 </pre>
 204   <li><tt>freeside-queued</tt> 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 <tt>make install-init</tt>)
 205   <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.
 206 </ul>
 207 </body>