/home/httpd/html/freeside, and your web browser's DocumentRoot is
/home/httpd/html, open https://your_host/freeside/. Replace
"your_host" with the name or network address of your web server.
-
- <li>Once in the Freeside web interface, you must first create a
- service definition. An example of a service definition would be a dial-up
- account or a domain. For starters, it is necessary to create a domain
- definition. Click on <u>View/Edit service definitions</u> and
- <u>Add a new service definition</u> with <i>Table</i> <b>svc_domain</b>
- (and no modifiers).
+ <li>Select <u>Configuration</u> from the main menu and update your configuration values.
+ <li>Next you must create a service definition. An example of a service
+ definition would be a dial-up account or a domain. First, it is
+ necessary to create a domain definition. Click on <u>View/Edit service
+ definitions</u> and <u>Add a new service definition</u> with <i>Table</i>
+ <b>svc_domain</b> (and no modifiers).
<li>Now that you have created your first service, you must create a package
including this service which you can sell to customers. Zero, one, or many
<li>After creating a new agent type, you must create an agent. Click on
<u>View/Edit agents</u> and <u>Add a new agent</u>.
- <li>Set up at least one referral. Referrals will help you keep track of how
- effective your advertising is, by helping you keep track of where customers
- heard of your service offerings. You must create at least one referral. If
- you do not wish to use the referral functionality, simply create a single
- referral only. Click on <u>View/Edit referrals</u> and <u>Add a new
- referral</u>.
+ <li>Set up at least one Advertising source. Advertising sources will help
+ you keep track of how effective your advertising is, tracking where customers
+ heard of your service offerings. You must create at least one advertising
+ source. If you do not wish to use the referral functionality, simply create
+ a single advertising source only. Click on <u>View/Edit advertising
+ sources</u> and <u>Add a new advertising source</u>.
<li>Click on <u>New Customer</u> and create a new customer for your system
accounts with billing type <b>Complimentary</b>.
package you defined above.
<li>From the Package View screen of the newly created package, choose
- <u>(Add)</u> to add the customer's service for this new package.
+ <u>(Provision)</u> to add the customer's service for this new package.
- <li>Add your own domain, and note down the assigned <b>Service #</b>.
+ <li>Add your own domain.
<li>Go back to <u>View/Edit service definitions</u> on the main menu, and
- <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>. Put
- the <b>Service #</b> for your domain in the <b>domsvc</b> Modifier. Set
- <b>Fixed</b> to define a service locked-in to this domain, or <b>Default</b>
- to define a service which may select from among this domain and the
- customer's domains.
+ <u>Add a new service definition</u> with <i>Table</i> <b>svc_acct</b>.
+ Select your domain in the <b>domsvc</b> Modifier. Set <b>Fixed</b> to define
+ a service locked-in to this domain, or <b>Default</b> to define a service
+ which may select from among this domain and the customer's domains.
<li><table><tr>
<td> Create at least POP (Point of Presence) by selecting
information for your locales by clicking on the <u>View/Edit locales and tax
rates</b> on the main menu.
+ <li>If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ <b>freeside-expiration-alerter</b> to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ <u>Configuration</u> choice of the main menu as <u>alerter_template</u>.
+
</ul>
</body>
</html>
projects / freeside.git / blobdiff