<ul>
<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> (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>.
+ <li>Install <a href="http://rsync.samba.org/">rsync</a>
</ul>
<table>
<tr>
</pre></font>
</ul></td>
<td><ul>
- <li>NOTE: Mason support is still a bit buggy in the 1.4.0 prereleases. This will be fixed before 1.4.0. You have been warned.
<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.
CREATE TABLE queue (
jobnum int primary key,
- job varchar not null,
+ job text not null,
_date int not null,
- status varchar(80) not null
+ status varchar(80) not null,
+ statustext text null,
+ svcnum int null
);
+CREATE INDEX queue1 ON queue ( svcnum );
+CREATE INDEX queue2 ON queue ( status );
CREATE TABLE queue_arg (
argnum int primary key,
jobnum int not null,
- arg varchar null
+ arg text null
);
CREATE INDEX queue_arg1 ON queue_arg ( jobnum );
+CREATE TABLE queue_depend (
+ dependnum int primary key,
+ jobnum int not null,
+ depend_jobnum int not null
+);
+CREATE INDEX queue_depend1 ON queue_depend ( jobnum );
+CREATE INDEX queue_depend2 ON queue_depend ( depend_jobnum );
+
CREATE TABLE part_pop_local (
localnum int primary key,
popnum int not null,
);
CREATE UNIQUE INDEX part_pop_local1 ON part_pop_local ( npa, nxx );
+CREATE TABLE cust_bill_event (
+ eventnum int primary key,
+ invnum int not null,
+ eventpart int not null,
+ _date int not null
+);
+CREATE UNIQUE INDEX cust_bill_event1 ON cust_bill_event ( eventpart, invnum );
+CREATE INDEX cust_bill_event2 ON cust_bill_event ( invnum );
+
+CREATE TABLE part_bill_event (
+ eventpart int primary key,
+ payby char(4) not null,
+ event varchar(80) not null,
+ eventcode text null,
+ seconds int null,
+ weight int not null,
+ plan varchar(80) null,
+ plandata text null,
+ disabled char(1) null
+);
+CREATE INDEX part_bill_event1 ON part_bill_event ( payby );
+
+CREATE TABLE export_svc (
+ exportsvcnum int primary key,
+ exportnum int not null,
+ svcpart int not null
+);
+CREATE UNIQUE INDEX export_svc1 ON export_svc ( exportnum, svcpart );
+CREATE INDEX export_svc2 ON export_svc ( exportnum );
+CREATE INDEX export_svc3 ON export_svc ( svcpart );
+
+CREATE TABLE part_export (
+ exportnum int primary key,
+ machine varchar(80) not null,
+ exporttype varchar(80) not null,
+ nodomain char(1) NULL
+);
+CREATE INDEX part_export1 ON part_export ( machine );
+CREATE INDEX part_export2 ON part_export ( exporttype );
+
+CREATE TABLE part_export_option (
+ optionnum int primary key,
+ exportnum int not null,
+ optionname varchar(80) not null,
+ optionvalue text NULL
+);
+CREATE INDEX part_export_option1 ON part_export_option ( exportnum );
+CREATE INDEX part_export_option2 ON part_export_option ( optionname );
+
+CREATE TABLE radius_usergroup (
+ usergroupnum int primary key,
+ svcnum int not null,
+ groupname varchar(80) not null
+);
+CREATE INDEX radius_usergroup1 ON radius_usergroup ( svcnum );
+CREATE INDEX radius_usergroup2 ON radius_usergroup ( groupname );
+
+CREATE TABLE msgcat (
+ msgnum int primary key,
+ msgcode varchar(80) not null,
+ locale varchar(16) not null,
+ msg text not null
+);
+CREATE INDEX msgcat1 ON msgcat ( msgcode, locale );
+
+CREATE TABLE cust_tax_exempt (
+ exemptnum int primary key,
+ custnum int not null,
+ taxnum int not null,
+ year int not null,
+ month int not null,
+ amount decimal(10,2)
+);
+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_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_pkg ADD manual_flag char(1) NULL;
-ALTER TABLE part_pkg ADD plan varchar NULL;
-ALTER TABLE part_pkg ADD plandata varchar NULL;
+ALTER TABLE part_pkg ADD plan varchar(80) NULL;
+ALTER TABLE part_pkg ADD plandata text NULL;
ALTER TABLE part_pkg ADD setuptax char(1) NULL;
ALTER TABLE part_pkg ADD recurtax char(1) NULL;
ALTER TABLE part_pkg ADD disabled char(1) NULL;
ALTER TABLE part_svc ADD disabled char(1) NULL;
+ALTER TABLE cust_bill ADD closed char(1) NULL;
+ALTER TABLE cust_pay ADD closed char(1) NULL;
+ALTER TABLE cust_credit ADD closed char(1) NULL;
+ALTER TABLE cust_refund ADD closed char(1) NULL;
+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_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 INDEX cust_main3 ON cust_main ( referral_custnum );
CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
CREATE UNIQUE INDEX cust_pay_batch_pkey ON cust_pay_batch ( paybatchnum );
CREATE UNIQUE INDEX part_svc_column1 ON part_svc_column ( svcpart, columnname );
+CREATE INDEX cust_pay2 ON cust_pay ( paynum );
+CREATE INDEX cust_pay3 ON cust_pay ( custnum );
+CREATE INDEX cust_pay4 ON cust_pay ( paybatch );
</pre>
<li>If you are using PostgreSQL, apply the following changes to your database:
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 varchar 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>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: 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.
<li>Create the `/usr/local/etc/freeside/cache.<i>datasrc</i>' directory
- (ownded by the freeside user).
+ (owned by the freeside user).
<li>freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup.
+ <li>Set appropriate <a href="../browse/part_bill_event.cgi">invoice events</a> for your site. At the very least, you'll want to set some invoice events "<i>After 0 days</i>": a <i>BILL</i> invoice event to print invoices, a <i>CARD</i> invoice event to batch or run cards real-time, and a <i>COMP</i> invoice event to "pay" complimentary customers. If you were using the <i>-i</i> option to <a href="man/bin/freeside-bill.html">freeside-bill</a> it should be removed.
+ <li>Use <a href="man/bin/freeside-daily.html">freeside-daily</a> instead of <a href="man/bin/freeside-bill.html">freeside-bill</a>.
+ <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>.
+ <li>Export has been rewritten. If you were using the icradiusmachines,
+ icradius_mysqldest, icradius_mysqlsource, or icradius_secrets files, add
+ an appropriate "sqlradius" export to all relevant Service Definitions
+ instead. Use <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Replication">MySQL replication</a> or
+ point the "sqlradius" export directly at your external ICRADIUS or FreeRADIUS
+ database (or through an SSL-necrypting proxy...)
</ul>
</body>
projects / freeside.git / blobdiff