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>, minimum version 5.005_03. (5.8.3 for the integrated RT ticketing)
  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>Optional, enables typeset invoices: teTeX and Ghostscript (included with most distributions).
  15   <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>.
  16     <ul>
  17       <li><a href="http://www.postgresql.org/">PostgreSQL</a> is recommended (v7.2 or later).
  18       <li> <a href="http://www.mysql.com/">MySQL</a> is <b>not currently supported</b>.  Developers intersted in maintaining the MySQL port are welcome to ask on the -devel mailing list.
  19       <!-- <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>.
  20 <!--       <li>MySQL has been reported to work.
  21          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.  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/I/n/InnoDB.html">InnoDB</a>.  Set it as the default table type using the <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=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>.
  22 -->
  23     </ul>
  24   <li>Perl modules (<a href="http://search.cpan.org/~andk/CPAN/lib/CPAN.pm">CPAN</a> will query, download and build perl modules automatically)
  25     <ul>
  26 <!--      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
  27       <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually) -->
  28       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
  29       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
  30 <!--      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a> -->
  31       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
  32       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
  33       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
  34       <li><a href="http://search.cpan.org/search?dist=libnet">libnet</a>
  35       <li><a href="http://search.cpan.org/search?dist=Locale-Codes">Locale-Codes</a>
  36       <li><a href="http://search.cpan.org/search?dist=Net-Whois-Raw">Net-Whois-Raw</a>
  37       <li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
  38       <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
  39 <!--      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a> -->
  40       <li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
  41       <li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
  42       <li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
  43       <li><a href="http://search.cpan.org/search?dist=File-CounterFile">File-CounterFile</a>
  44       <li><a href="http://search.cpan.org/search?dist=FreezeThaw">FreezeThaw</a>
  45       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
  46       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
  47       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
  48       <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)
  49 <!--      <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a> -->
  50       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
  51       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
  52       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
  53       <li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
  54       <li><a href="http://www.masonhq.com/">HTML::Mason</a> (recommended, enables full functionality) or <a href="http://www.apache-asp.org/">Apache::ASP</a> (deprecated, integrated RT ticketing will not be available)
  55       <li><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
  56       <li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
  57       <li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
  58       <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
  59       <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a>
  60       <li><a href="http://search.cpan.org/search?dist=NetAddr-IP">NetAddr-IP</a>
  61       <li><a href="http://search.cpan.org/search?dist=Chart">Chart</a>
  62       <li><a href="http://search.cpan.org/search?dist=Crypt-PasswdMD5">Crypt::PasswdMD5</a>
  63       <li><a href="http://search.cpan.org/search?dist=JavaScript-RPC">JavaScript::RPC (JavaScript::RPC::Server::CGI)</a>
  64 <!--      <li><a href="http://search.cpan.org/search?dist=Crypt-YAPassGen">Crypt::YAPassGen</a> -->
  65       <li><a href="http://search.cpan.org/search?dist=ApacheDBI">Apache::DBI</a> <i>(optional but recommended for better webinterface performance)</i>
  66     </ul>
  67 </ul>
  68 Install the Freeside distribution:
  69 <ul>
  70   <li>Add the user and group `freeside' to your system.
  71   <li>Allow the freeside user full access to the freeside database.
  72     <ul>
  73       <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
  74         <pre>
  75 $ su postgres (pgsql on some distributions)
  76 $ createuser -P freeside
  77 Enter password for user "freeside":
  78 Enter it again:
  79 Shall the new user be allowed to create databases? (y/n) y
  80 Shall the new user be allowed to create more new users? (y/n) n
  81 CREATE USER</pre>
  82       <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
  83         <pre>
  84 $ mysqladmin -u root password '<i>set_a_root_database_password</i>'
  85 $ mysql -u root -p
  86 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>
  87     </ul>
  88 <!--  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
  89   <li>Edit the top-level Makefile:
  90     <ul>
  91       <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.
  92       <li>Set <tt>DB_PASSWORD</tt> to the freeside database user's password.
  93     </ul>
  94   <li>Add the freeside database to your database engine:
  95     <ul>
  96       <li>with Postgres:
  97         <pre>
  98 $ su freeside
  99 $ createdb -E sql_ascii freeside</pre>
 100       <li>with MySQL:
 101         <pre>
 102 $ mysqladmin -u freeside -p create freeside </pre>
 103     </ul>
 104   <li>Build and install the Perl modules:
 105     <pre>
 106 $ make perl-modules
 107 $ su
 108 # make install-perl-modules</pre>
 109     <li>Create the necessary configuration files:<pre>
 110 $ su
 111 # make create-config
 112 </pre>
 113     <li>Run a <b>separate</b> iteration of Apache[-SSL] with mod_perl enabled <b>as the freeside user</b>.
 114     <li>Edit the <tt>Makefile</tt> and set <tt>TEMPLATE</tt> to <tt>asp</tt> or <tt>mason</tt>.  Also set <tt>FREESIDE_DOCUMENT_ROOT</tt>.
 115     <li>Run <tt> make install-docs</tt>.
 116 </ul>
 117 <table>
 118   <tr>
 119     <th>Apache::ASP</th><th>Mason</th>
 120   </tr>
 121   <tr>
 122     <td valign="top"><ul>
 123       <li>Configure Apache:
 124 <font size="-1"><pre>
 125 PerlModule Apache::ASP
 126 # your freeside document root
 127 &lt;Directory&nbsp;/var/www/freeside&gt;
 128 &lt;Files ~ (\.cgi|\.html)&gt;
 129 AddHandler perl-script .cgi .html
 130 PerlHandler Apache::ASP
 131 &lt;/Files&gt;
 132 &lt;Perl&gt;
 133 $MLDBM::RemoveTaint = 1;
 134 &lt;/Perl&gt;
 135 PerlSetVar&nbsp;Global&nbsp;/usr/local/etc/freeside/asp-global/
 136 PerlSetVar&nbsp;Debug&nbsp;2
 137 PerlSetVar&nbsp;RequestBinaryRead&nbsp;Off
 138 # your freeside document root
 139 PerlSetVar&nbsp;IncludesDir&nbsp;/var/www/freeside
 140 &lt;/Directory&gt;
 141 </pre></font>
 142     </ul></td>
 143     <td valign="top"><ul>
 144       <li>Configure Apache:
 145 <font size="-1"><pre>
 146 PerlModule HTML::Mason
 147 # your freeside docuemnt root
 148 &lt;Directory&nbsp;/var/www/freeside&gt;
 149 &lt;Files ~ (\.cgi|\.html)&gt;
 150 AddHandler perl-script .cgi .html
 151 PerlHandler HTML::Mason
 152 &lt;/Files&gt;
 153 &lt;Perl&gt;
 154 require&nbsp;"/usr/local/etc/freeside/handler.pl";
 155 &lt;/Perl&gt;
 156 &lt;/Directory&gt;
 157 </pre></font>
 158     </ul></td>
 159   </tr>
 160 </table>
 161 <ul>
 162 <li>Restrict access to this web interface - see the <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache documentation on user authentication</a>.    For example, to configure user authentication with <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files), add something like the following to your Apache httpd.conf file, adjusting for your actual paths:
 163 <pre>
 164 #your freeside document root
 165 &lt;Directory /var/www/freeside&gt;
 166 AuthName Freeside
 167 AuthType Basic
 168 AuthUserFile /usr/local/etc/freeside/htpasswd
 169 require valid-user
 170 &lt;/Directory&gt;
 171 </pre>
 172   <li>Create one or more Freeside users (your internal sales/tech folks, not customer accounts).  These users are setup using using Apache authentication, not UNIX user accounts.  For example, using <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
 173     <ul>
 174       <li>First user:<font size="-1">
 175 <pre>$ su
 176 $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -c -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
 177       <li>Additional users:<font size="-1">
 178 <pre>$ su
 179 $ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
 180     </ul>
 181   <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>
 182   <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:
 183 <pre>
 184 $ su freeside
 185 $ freeside-setup <b>username</b>
 186 </pre>
 187   Alternately, use the -s option to enable shipping addresses: <tt>freeside-setup -s <b>username</b></tt>
 188   <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:
 189 <pre>
 190 $ su freeside
 191 $ cd <b>/path/to/freeside/</b>
 192 $ bin/populate-msgcat <b>username</b>
 193 </pre>
 194   <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>)
 195   <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.
 196 </ul>
 197 </body>