Open up the root of the Freeside document tree in your web
browser. For example, if you created the Freeside document tree in
/home/httpd/html/freeside, and your web browser's DocumentRoot is
- /home/httpd/html, open http://your_host/freeside/. Replace
+ /home/httpd/html, open https://your_host/freeside/. Replace
"your_host" with the name or network address of your web server.
+
Select Configuration from the main menu and update your configuration values.
-
Once in the Freeside web interface, you must first create a
- service. An example of a service would be a dial-up account or a
- hosted virtual domain.
+
Go to View/Edit service definitions on the main menu, and
+ Add a new service definition with Tablesvc_acct.
+ Select your domain in the domsvc Modifier. Set Fixed to define
+ a service locked-in to this domain, or Default to define a service
+ which may select from among this domain and the customer's domains.
-
After you create your first service or services, you must then
- create a package of that service or services which you will sell to
- your customer. To allow flexibility in changing your service
- offerings, Freeside requires that you bundle your services into a
- package before customers may purchase them. For instance, you could
- create a leased line package which would consist of a one-time
- charge for the customer premise equipment, the monthly service fee
- for the leased line, a backup dial-up account, and a support
- contract. You could also create a leased line package which omits
- the support contract simply by adding a new package that does not
- include the support contract.
-
-
After you create your first package, then you must define who is
- able to sell that package by creating an agent type. An example of
- an agent type would be an internal sales representitive which sells
- regular and promotional packages, as opposed to an external sales
- representitive which would only sell regular packages of services.
+
+
Create at least POP (Point of Presence) by selecting
+ View/Edit POPs from the main menu.
+
OR
+
If you are not doing dialup, set slipip to fixed and blank for all your
+ Service Definitions which have Table svc_acct.
+
-
After creating a new agent type, you must create an agent, and
- assign the the agent type you just created to it.
+
If you are using Freeside to keep track of sales taxes, define tax
+ information for your locales by clicking on the View/Edit locales and tax
+ rates on the main menu.
-
If the service you created was of type svc_acct, you may have to
- create a POP from the main menu before you can create your first new
- customer.
+
If you would like Freeside to notify your customers when their credit
+ cards and other billing arrangements are about to expire, arrange for
+ freeside-expiration-alerter to be run daily by cron or similar
+ facility. The message it sends can be configured from the
+ Configuration choice of the main menu as alerter_template.
-
If you are using Freeside to keep track of sales taxes, you must
- define tax information for your locale by clicking on the "View/Edit
- locales and tax rates" link on the Freeside main menu.
-
-
Finally, set up at least one referral by clicking on the
- "View/Edit referrals" link in the Freeside main menu. 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.
-
-
You should now be ready to sign up your first customer by
- clicking on the "New Customer" link at the top of the Freeside main
- menu.