SQL-Ledger Accounting Version 2.4 DESCRIPTION: ------------ SQL-Ledger is a double-entry accounting system written in perl. It has been tested with PostgreSQL, Apache, Netscape, Mozilla, Galeon, Explorer, Links, Lynx, Konqueror, Voyager, W3M and Opera clients on Linux, FreeBSD, Solaris, Windows, Mac computers and PDA's. Data is stored in a SQL server, either locally or remote, the display is through a text or GUI web browser. The system is linked by a chart of accounts. All transactions for AR, AP and GL are stored in a transaction table. Hyper-links from the chart of accounts let you view transactions posted through AR, AP and GL. Configuration files let you specify to which SQL server to connect to, personal preferences such as company name, language, number and date format, etc. With the admin script you can create, edit or delete users, create and delete datasets and setup the Chart of Accounts and templates needed for the system. You can have a group of users using the same dataset and templates for generating Invoices, Income Statements and Balance Sheets or a different set altogether. Templates are supplied in html and tex format to generate most of the forms. Forms can be printed to screen, sent to a printer or e-mailed. COPYRIGHT: ---------- Licensed under the terms of the GPL. LATEST VERSION: --------------- available from http://www.sql-ledger.org PLATFORMS: ---------- Non specific, see requirements. REQUIREMENTS: ------------- 1 - Perl, 5+ 2 - http server (Apache, NCSA, httpi, thttpd, ...) 3 - SQL Server (PostgreSQL 7.1+) 4 - DBD (DBD-Pg) 5 - DBI 6 - LaTeX (optional) FOREIGN LANGUAGE SUPPORT: ------------------------- 25 languages are supported. Language files are ordinary text files, no special software is required to change or add new translations. Some of the translation files are not 100% complete. If strings are missing, English is used instead. INSTALLATION WITH setup.pl: --------------------------- Make a directory mkdir /usr/local/sql-ledger Copy setup.pl to /usr/local/sql-ledger run setup.pl as root and follow the prompts. perl setup.pl Go to the next step, "PREPARE YOUR SQL SERVER". NOTE: If you are behind a firewall and cannot download the code with setup.pl, download the source code file and specify the filename on the command line. perl setup.pl sql-ledger-2.4.0.tar.gz INSTALLATION WITHOUT setup.pl: ------------------------------ unpack the tar.gz file in /usr/local tar xzvf sql-ledger-x.x.x.tar.gz you should now have everything in /usr/local/sql-ledger copy sql-ledger.conf.default to sql-ledger.conf edit sql-ledger.conf create a file sql-ledger-httpd.conf in the same location where your httpd.conf is and copy the next section into the file Alias /sql-ledger/ /usr/local/sql-ledger/ AllowOverride All AddHandler cgi-script .pl Options ExecCGI Includes FollowSymlinks Order Allow,Deny Allow from All Order Deny,Allow Deny from All edit httpd.conf and add # SQL-Ledger Include /config_directory/sql-ledger-httpd.conf Note: use an absolute or relative path to include the configuration in your httpd.conf file. i.e. /etc/httpd/sql-ledger-httpd.conf etc/apache2/sql-ledger-httpd.conf restart your web server. Note: /usr/local/sql-ledger is only a suggested path, you may install in any directory. SET PERMISSION: --------------- change directory to /usr/local/sql-ledger # chown -R nobody:nogroup users templates css spool replace nobody:nogroup with the web server user and group of your system. Some systems use apache:apache, www, www-data, ... PREPARE YOUR SQL SERVER: ------------------------ PostgreSQL: ----------- add one database user with create database and create user privileges to manage the datasets and tables for SQL-Ledger # su postgres $ createuser -d sql-ledger 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) y if you use passwords to access postgres use this command $ createuser -d -P sql-ledger Install PL/PGSQL in template1 # su postgres $ createlang plpgsql template1 ORACLE: ------- not supported yet DB2: ---- not supported yet SETUP A DATABASE AND THE TABLES: -------------------------------- Load your web browser and connect to http://localhost/sql-ledger/admin.pl Select the "Database Administration" link, enter a host, port and the user you created in the previous step. The "Create Dataset" link queries the server for existing datasets and displays them in a table. Enter a name for the new dataset (use lowercase letters only!) and select one of the Chart of Accounts and click on Continue. Your new dataset and the tables will be created and the selected Chart of Accounts loaded. The owner of the tables will be the user you entered in the previous screen as the "User". The "Delete Dataset" link queries the server for datasets which are in use by SQL-Ledger and are not used by any members. This may take a while to figure out. "Be patient". If there are any datasets not in use, you get a screen with the datasets listed where you select the one you want to delete. You cannot manage any other datasets from this interface, only the datasets used by SQL-Ledger. POSTGRESQL: template1 is only used to query the server, none of the information stored in template1 is manipulated in any way. SETUP A USER: ------------- Load your web browser and connect to http://localhost/sql-ledger/admin.pl Click on "Add User". In the Database section select the driver and enter the user you used to create the dataset. LOAD THE ACCOUNTING PROGRAM: ---------------------------- Load your web browser and connect to http://localhost/sql-ledger/login.pl UPGRADING TO A NEWER VERSION: ----------------------------- 1. load admin.pl and lock the system 2. untar the new version over top 3. check the doc directory for specific notes 4. load admin.pl and unlock the system 5. log in NOTE: datasets are upgraded when you log in for the first time. If an error occurs the system will remain locked. Track down the error, fix it, load admin.pl, unlock the system and log in again. UPGRADING WITH setup.pl: ------------------------ run setup.pl from the command line and follow the prompts. INSTALLATION CHECKLIST: ----------------------- 1. untar SL somewhere 2. change permission for the users, templates, css and spool directory 3. edit httpd.conf 4. edit sql-ledger.conf 5. add the database user sql-ledger 6. load admin.pl 7. create datasets for the companies 8. add users In the Database section enter a) PostgreSQL Host: for local connections leave blank Dataset: the dataset created in step 7 Port: for local connections leave blank User: sql-ledger Password: password for sql-ledger IF SOMETHING DOESN'T WORK: -------------------------- There is a FAQ at http://www.sql-ledger.org/misc/faq.html or read the one included in the doc directory. There are also several mailing lists at http://www.sql-ledger.org/misc/mailinglist.html where you can seek free help. To order commercial support see http://www.sql-ledger.com/misc/support.html ===================================================================== September 4, 2004