<li>If migrating from less than 1.3.1, see these <a href="upgrade7.html">instructions</a> first.
<li><font size="+2" color="#ff0000">Backup your database and current Freeside installation.</font> (with <a href="http://www.ca.postgresql.org/devel-corner/docs/postgres/backup.html">PostgreSQL</a>) (with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Backup">MySQL</a>)
<li><a href="http://perl.apache.org/">mod_perl</a> is now required.
- <li>Install <a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>, <a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a> and <a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>.
- <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>.
+ <li>Install <a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>, <a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a> and <a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a> (minimum version 0.02).
+ <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a> (use version 1.0x - Freeside is not yet compatible with version 1.1x).
<li>Install <a href="http://rsync.samba.org/">rsync</a>
</ul>
<table>
</pre></font>
</ul></td>
<td><ul>
+ <li>(use version 1.0x - Freeside is not yet compatible with version 1.1x)
<li>Run <tt>make masondocs</tt>
<li>Copy <tt>masondocs/</tt> to your web server's document space.
<li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
dst varchar(80),
PRIMARY KEY (svcnum)
);
+ALTER TABLE part_svc ADD svc_forward__srcsvc varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_forward__srcsvc_flag char(1) NULL;
+ALTER TABLE part_svc ADD svc_forward__dstsvc varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_forward__dstsvc_flag char(1) NULL;
+ALTER TABLE part_svc ADD svc_forward__dst varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_forward__dst_flag char(1) NULL;
CREATE TABLE cust_credit_bill (
creditbillnum int primary key,
);
CREATE UNIQUE INDEX cust_tax_exempt1 ON cust_tax_exempt ( taxnum, year, month );
-ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
+ALTER TABLE svc_acct ADD domsvc integer NULL;
+ALTER TABLE part_svc ADD svc_acct__domsvc varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_acct__domsvc_flag char(1) NULL;
ALTER TABLE svc_domain ADD catchall integer NULL;
ALTER TABLE cust_main ADD referral_custnum integer NULL;
+ALTER TABLE cust_main ADD comments text NULL;
ALTER TABLE cust_pay ADD custnum integer;
ALTER TABLE cust_pay_batch ADD paybatchnum integer;
ALTER TABLE cust_refund ADD custnum integer;
ALTER TABLE cust_bill_event ADD status varchar(80);
ALTER TABLE cust_bill_event ADD statustext text NULL;
ALTER TABLE svc_acct ADD sec_phrase varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_acct__sec_phrase varchar(80) NULL;
+ALTER TABLE part_svc ADD svc_acct__sec_phrase_flag char(1) NULL;
ALTER TABLE part_pkg ADD taxclass varchar(80) NULL;
ALTER TABLE cust_main_county ADD taxclass varchar(80) NULL;
ALTER TABLE cust_main_county ADD exempt_amount decimal(10,2);
CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
-CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
</pre>
<li>If you wish to enable service/shipping addresses, apply the following
changes to your database:
ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
-CREATE INDEX cust_main1 ON cust_main ( ship_last );
-CREATE INDEX cust_main2 ON cust_main ( ship_company );
-</pre>
- <li>If you wish to enable customer comments, apply the following change to
- your database:
-<pre>
-ALTER TABLE cust_main ADD COLUMN comments text NULL;
+CREATE INDEX cust_main4 ON cust_main ( ship_last );
+CREATE INDEX cust_main5 ON cust_main ( ship_company );
</pre>
<li>If you are using the signup server, reinstall it according to the <a href="signup.html">instructions</a>. The 1.3.x signup server is not compatible with 1.4.x.
- <li>Run bin/dbdef-create.
+ <li>Run <tt>bin/dbdef-create <i>username</i></tt>
<li>If you have svc_acct_sm records or service definitions:
<ul>
<li>Create a service definition with table svc_forward
- <li>Run bin/fs-migrate-svc_acct_sm
+ <li>Run <tt>bin/fs-migrate-svc_acct_sm <i>username</i></tt>
+ </ul>
+ <li>Or if you just have svc_acct records:
+ <ul>
+ <li>Order and provision a package for your default domain and note down the <b>Service #</b> or <i>svcnum</i>.
+ <li><tt>UPDATE svc_acct SET domsvc = </tt><i>svcnum</i>
+ <li>Update your service definitions to have default (or fixed) <b>domsvc</b>.
</ul>
- <li>Run bin/fs-migrate-payref
- <li>Run bin/fs-migrate-part_svc
+ <li>Run <tt>bin/fs-migrate-payref<i>username</i></tt>
+ <li>Run <tt>bin/fs-migrate-part_svc<i>username</i></tt>
<li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
<table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
<tr><td>
_date int null,
payby char(4) not null,
payinfo varchar(16) null,
- paybatch varchar(80) null
+ paybatch varchar(80) null,
+ closed char(1) null
);
-INSERT INTO cust_pay_temp SELECT * from cust_pay;
+INSERT INTO cust_pay_temp SELECT paynum, custnum, paid, _date, payby, payinfo, paybatch, closed FROM cust_pay;
DROP TABLE cust_pay;
ALTER TABLE cust_pay_temp RENAME TO cust_pay;
CREATE UNIQUE INDEX cust_pay1 ON cust_pay (paynum);
reason varchar(80) not null,
payby char(4) not null,
payinfo varchar(16) null,
- paybatch varchar(80) null
+ paybatch varchar(80) null,
+ closed char(1) null
);
-INSERT INTO cust_refund_temp SELECT * from cust_refund;
+INSERT INTO cust_refund_temp SELECT refundnum, custnum, _date, refund, otaker, reason, payby, payinfo, '', closed from cust_refund;
DROP TABLE cust_refund;
ALTER TABLE cust_refund_temp RENAME TO cust_refund;
CREATE UNIQUE INDEX cust_refund1 ON cust_refund (refundnum);
ALTER TABLE cust_refund DROP COLUMN crednum;
</pre></font>
</td></tr></table>
- <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
- <li><b>IMPORTANT</b>: run bin/create-history-tables
- <li><b>IMPORTANT: After running bin/create-history-tables</b>, run bin/dbdef-create again.
+ <li><b>IMPORTANT: After applying the second set of database changes</b>, run <tt>bin/dbdef-create <i>username</i></tt> again.
+ <li><b>IMPORTANT</b>: run <tt>bin/create-history-tables <i>username</i></tt>
+ <li><b>IMPORTANT: After running bin/create-history-tables</b>, run <tt>bin/dbdef-create <i>username</i></tt> again.
+ <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <i>username</i></tt
+> to populate the message catalog
<li>set the <a href="../config/config.cgi#username_policy">user_policy configuration value</a> as appropriate for your site.
<li>set the <a href="../config/config.cgi#locale">locale configuration value</a> to en_US.
<li>the mxmachines, nsmachines, arecords and cnamerecords configuration values have been deprecated. Set the <a href="../config/config.cgi#defaultrecords">defaultrecords configuration value</a> instead.
projects / freeside.git / blobdiff