X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Finstall.html;h=3c48a746f2aaa523f9116773ea373e3d2ebb00ed;hp=f62ac4cf9f86fa1e988dfb93edc25767b6587d46;hb=c4d2226e0cc4bdd6d9f689b061b5f4f5b9609b0b;hpb=8c8e1e437e684c54dfbd846fb0997b30f4993131

diff --git a/httemplate/docs/install.html b/httemplate/docs/install.html
index f62ac4cf9..3c48a746f 100644
--- a/httemplate/docs/install.html
+++ b/httemplate/docs/install.html
@@ -5,17 +5,25 @@
 <h1>Installation</h1>
 Before installing, you need:
 <ul>
-  <li>A web server, such as <a href="http://www.apache-ssl.org">Apache-SSL</a> or <a href="http://www.apache.org">Apache</a>
-  <li><a href="http://perl.apache.org/">mod_perl</a>
-  <li><a href="http://www.openssh.com//">SSH</a>
   <li><a href="http://www.perl.com/">Perl</a>  Don't enable experimental features like threads or the PerlIO abstraction layer.
-  <li>A <b>transactional</b> database engine supported by Perl's <a href="http://www.hermetica.com/technologia/DBI/">DBI</a>.  <a href="http://www.postgresql.org/">PostgreSQL</a> is recommended.  (see the <a href="postgresql.html">PostgreSQL notes</a>)  <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you really want to use MySQL, you need to use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a>.
+  <li><a href="http://www.apache.org">Apache</a> (<a href="http://www.modssl.org/">mod_ssl</a> or <a href="http://www.apache-ssl.org">Apache-SSL</a> highly recommended)
+  <li><a href="http://perl.apache.org/">mod_perl</a> (if compiling your own mod_perl, make sure you set the <a href="http://perl.apache.org/guide/install.html#EVERYTHING">EVERYTHING</a>=1 compile-time option)
+  <li><a href="http://www.openssh.com/">SSH</a> (<a href="http://www.openssh.com//">OpenSSH</a> is recommended.  SSH Communications Security <a href="http://www.ssh.com/products/ssh/download.cfm">commercial SSH version 3</a> has been reported incompatible with Freeside.)
+  <li><a href="http://rsync.samba.org/">rsync</a>
+  <li>A <b>transactional</b> database engine <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">supported</a> by Perl's <a href="http://dbi.perl.org">DBI</a>.
+    <ul>
+      <li><a href="http://www.postgresql.org/">PostgreSQL</a> is recommended (v7.1.x or later, not 7.0.x).
+      <li>MySQL versions before 4.1 do not support standard SQL subqueries and are <b>NOT SUPPORTED</b>.  If you are a developer who wishes to contribute MySQL 3.x/4.0 support, see <a href="http://pouncequick.420.am/rt/Ticket/Display.html?id=438">ticket #438</a> in the bug-tracking system and ask on the -devel mailing list.
+<!--       <li>MySQL has been reported to work.
+         <b>MySQL's default <a href="http://www.mysql.com/doc/M/y/MyISAM.html">MyISAM</a> and <a href="http://www.mysql.com/doc/I/S/ISAM.html">ISAM</a> table types are not supported</b>.  If you want to use MySQL, you <b>must</b> use one of the new <a href="http://www.mysql.com/doc/T/a/Table_types.html">transaction-safe table types</a> such as <a href="http://www.mysql.com/doc/B/D/BDB.html">BDB</a> or <a href="http://www.mysql.com/doc/I/n/InnoDB.html">InnoDB</a>, and set it as the default table type using the <code>--default-table-type=BDB</code> or <code>--default-table-type=InnoDB</code> <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Command-line_options">mysqld command-line option</a> or by setting <code>default-table-type=BDB</code> or <code>default-table-type=InnoDB</code> in the <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Option_files">my.cnf option file</a>. -->
+    </ul>
   <li>Perl modules (<a href="http://theoryx5.uwinnipeg.ca/CPAN/perl/CPAN.html">CPAN</a> will query, download and build perl modules automatically)
     <ul>
-      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
-      <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually)
+<!--      <li><a href="http://search.cpan.org/search?dist=Array-PrintCols">Array-PrintCols</a>
+      <li><a href="http://search.cpan.org/search?dist=Term-Query">Term-Query</a> (make test broken; install manually) -->
       <li><a href="http://search.cpan.org/search?dist=MIME-Base64">MIME-Base64</a>
       <li><a href="http://search.cpan.org/search?dist=Digest-MD5">Digest-MD5</a>
+<!--      <li><a href="http://search.cpan.org/search?dist=MD5">MD5</a> -->
       <li><a href="http://search.cpan.org/search?dist=URI">URI</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Tagset">HTML-Tagset</a>
       <li><a href="http://search.cpan.org/search?dist=HTML-Parser">HTML-Parser</a>
@@ -24,7 +32,7 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=Net-Whois">Net-Whois</a>
       <li><a href="http://search.cpan.org/search?dist=libwww-perl">libwww-perl</a>
       <li><a href="http://search.cpan.org/search?dist=Business-CreditCard">Business-CreditCard</a>
-      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a>
+<!--      <li><a href="http://search.cpan.org/search?dist=Data-ShowTable">Data-ShowTable</a> -->
       <li><a href="http://search.cpan.org/search?dist=MailTools">MailTools</a>
       <li><a href="http://search.cpan.org/search?dist=TimeDate">TimeDate</a>
       <li><a href="http://search.cpan.org/search?dist=DateManip">DateManip</a>
@@ -33,34 +41,71 @@ Before installing, you need:
       <li><a href="http://search.cpan.org/search?dist=String-Approx">String-Approx</a>
       <li><a href="http://search.cpan.org/search?dist=Text-Template">Text-Template</a>
       <li><a href="http://search.cpan.org/search?dist=DBI">DBI</a>
-      <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a>
+      <li><a href="http://search.cpan.org/search?mode=module&query=DBD">DBD for your database engine</a> (<a href="http://search.cpan.org/search?dist=DBD-Pg">DBD::Pg</a> for PostgreSQL<!--, <a href="http://search.cpan.org/search?dist=DBD-mysql">DBD::mysql</a> for MySQL-->)
+      <li><a href="http://search.cpan.org/search?dist=DBIx-DataSource">DBIx-DataSource</a>
       <li><a href="http://search.cpan.org/search?dist=DBIx-DBSchema">DBIx-DBSchema</a>
       <li><a href="http://search.cpan.org/search?dist=Net-SSH">Net-SSH</a>
       <li><a href="http://search.cpan.org/search?dist=String-ShellQuote">String-ShellQuote</a>
       <li><a href="http://search.cpan.org/search?dist=Net-SCP">Net-SCP</a>
-      <li><a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>
+      <li><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><a href="http://search.cpan.org/search?dist=Tie-IxHash">Tie-IxHash</a>
+      <li><a href="http://search.cpan.org/search?dist=Time-Duration">Time-Duration</a>
+      <li><a href="http://search.cpan.org/search?dist=HTML-Widgets-SelectLayers">HTML-Widgets-SelectLayers</a>
+      <li><a href="http://search.cpan.org/search?dist=Storable">Storable</a>
+<!-- MyAccounts, maybe only for dev     <li><a href="http://search.cpan.org/search?dist=Cache-Cache">Cache::Cache</a> -->
+      <li><a href="http://search.cpan.org/search?dist=NetAddr-IP">NetAddr-IP</a>
+      <li><a href="http://search.cpan.org/search?dist=ApacheDBI">Apache::DBI</a> <i>(optional but recommended for better webinterface performance)</i>
     </ul>
 </ul>
 Install the Freeside distribution:
 <ul>
-  <li>Add the user `freeside' to your system.
+  <li>Add the user and group `freeside' to your system.
   <li>Allow the freeside user full access to the freeside database.
     <ul>
-      <li> with <a href="http://www.mysql.com/Manual_chapter/manual_Privilege_system.html#Privilege_system">MySQL</a>:<pre>$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
+      <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>:
+        <pre>
+$ su postgres (pgsql on some distributions)
+$ createuser -P freeside
+Enter password for user "freeside": 
+Enter it again: 
+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) n
+CREATE USER</pre>
+<!--      <li> with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#User_Account_Management">MySQL</a>:
+        <pre>
+$ mysqladmin -u root password '<i>set_a_root_database_password</i>'
 $ mysql -u root -p
 mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY '<i>set_a_freeside_database_password</i>';</pre>
-      <li> with <a href="http://www.postgresql.org/users-lounge/docs/7.1/postgres/user-manag.html#DATABASE-USERS">PostgreSQL</a>
+-->
     </ul>
-  <li>Add the freeside database to your database engine.  (with <a href="http://www.mysql.com/Manual_chapter/manual_Reference.html#CREATE_DATABASE">MySQL</a>) (with <a href="http://postgresql.readysetnet.com/users-lounge/docs/7.1/postgres/managing-databases.html#MANAGE-AG-CREATEDB">PostgreSQL</a>)
-  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>
-  <li>Build and install the Perl libraries:
+<!--  <li>Unpack the tarball: <pre>gunzip -c fs-x.y.z.tar.gz | tar xvf -</pre>-->
+  <li>Edit the top-level Makefile:
+    <ul>
+      <li>Set <tt>DATASOURCE</tt> to your <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI data source</a>, for example, <tt>DBI:Pg:dbname=freeside</tt> for PostgresSQL<!-- or <tt>DBI:mysql:freeside</tt> for MySQL-->.  See the <a href="http://search.cpan.org/doc/TIMB/DBI-1.28/DBI.pm">DBI manpage</a> and the <a href="http://search.cpan.org/search?mode=module&query=DBD%3A%3A">manpage for your DBD</a> for the exact syntax of your DBI data source.
+      <li>Set <tt>DB_PASSWORD</tt> to the freeside database user's password.
+    </ul>
+  <li>Add the freeside database to your database engine:
     <pre>
-$ cd FS/
-$ perl Makefile.PL
-$ make
 $ su
-# make install UNINST=1</pre>
-    <li>You should run a separate iteration of Apache[-SSL] with mod_perl enabled as the freeside user.
+# make create-database</pre>
+    (or manually, with Postgres:)
+    <pre>
+$ su freeside
+$ createdb freeside</pre>
+<!--    (with MySQL:)
+    <pre>
+$ mysqladmin -u freeside -p create freeside </pre>
+-->
+  <li>Build and install the Perl modules:
+    <pre>
+$ make perl-modules
+$ su
+# make install-perl-modules</pre>
+    <li>Create the necessary configuration files:<pre>
+$ su
+# make create-config
+</pre>
+    <li>Run a <b>separate</b> iteration of Apache[-SSL] with mod_perl enabled <b>as the freeside user</b>.
 </ul>
 <table>
   <tr>
@@ -70,11 +115,18 @@ $ su
     <td><ul>
       <li>Run <tt>make aspdocs</tt>
       <li>Copy <tt>aspdocs/</tt> to your web server's document space.
-      <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>
-      <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
+      <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>:
+<font size="-1"><pre>
+mkdir&nbsp;/usr/local/etc/freeside/asp-global/
+chown&nbsp;freeside&nbsp;/usr/local/etc/freeside/asp-global/
+</pre></font>
+      <li>Copy <tt>htetc/global.asa</tt> to the Global directory:
+<font size="-1"><pre>
+cp&nbsp;htetc/global.asa&nbsp;/usr/local/etc/freeside/asp-global/global.asa
+</pre></font>
       <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP.  For example:
 <font size="-1"><pre>
-&lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
+&lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-asp&gt;
 &lt;Files ~ (\.cgi)&gt;
 AddHandler perl-script .cgi
 PerlHandler Apache::ASP
@@ -82,24 +134,26 @@ PerlHandler Apache::ASP
 &lt;Perl&gt;
 $MLDBM::RemoveTaint = 1;
 &lt;/Perl&gt;
-PerlSetVar Global /usr/local/etc/freeside/asp-global/
+PerlSetVar&nbsp;Global&nbsp;/usr/local/etc/freeside/asp-global/
+PerlSetVar Debug 2
 &lt;/Directory&gt;
 </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.
       <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
       <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason.  For example:
 <font size="-1"><pre>
-&lt;Directory /usr/local/apache/htdocs/freeside-mason&gt;
+&lt;Directory&nbsp;/usr/local/apache/htdocs/freeside-mason&gt;
 &lt;Files ~ (\.cgi)&gt;
 AddHandler perl-script .cgi
 PerlHandler HTML::Mason
 &lt;/Files&gt;
 &lt;Perl&gt;
-require "/usr/local/apache/conf/handler.pl";
+require&nbsp;"/usr/local/apache/conf/handler.pl";
 &lt;/Perl&gt;
 &lt;/Directory&gt;
 </pre></font>
@@ -107,11 +161,38 @@ require "/usr/local/apache/conf/handler.pl";
   </tr>
 </table>
 <ul>
-<li>Restrict access to this web interface.  (with <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache</a>)
-<li>Create the necessary <a href="config.html">configuration files</a>.
-<li>Create the `/usr/local/etc/freeside/counters.<i>datasrc</i>', and 
-  `/usr/local/etc/freeside/export.<i>datasrc</i>' directories for each <i>datasrc</i> (owned by the freeside user).
-  <li>As the freeside user, run bin/fs-setup to create the database tables.
+<li>Restrict access to this web interface - see the <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache documentation on user authentication</a>.    For example, to configure user authentication with <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
+<pre>
+&lt;Directory /usr/local/apache/htdocs/freeside-asp&gt;
+AuthName Freeside
+AuthType Basic
+AuthUserFile /usr/local/etc/freeside/htpasswd
+require valid-user
+&lt;/Directory&gt;
+</pre>
+  <li>Create one or more Freeside users (your internal sales/tech folks, not customer accounts).  These users are setup using using Apache authentication, not UNIX user accounts.  For example, using <a href="http://httpd.apache.org/docs/mod/mod_auth.html">mod_auth</a> (flat files):
+    <ul>
+      <li>First user:<font size="-1">
+<pre>$ su
+$ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -c -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
+      <li>Additional users:<font size="-1">
+<pre>$ su
+$ <a href="man/bin/freeside-adduser.html">freeside-adduser</a> -h /usr/local/etc/freeside/htpasswd <i>username</i></pre></font>
+    </ul>
+  <i>(using other auth types, add each user to your <a href="http://httpd.apache.org/docs/misc/FAQ.html#user-authentication">Apache authentication</a> and then run: <tt>freeside-adduser <b>username</b></tt></i>
+  <li>As the freeside UNIX user, run <tt>freeside-setup <b>username</b></tt> to create the database tables, passing the username of a Freeside user you created above:
+<pre>
+$ su freeside
+$ freeside-setup <b>username</b>
+</pre>
+  Alternately, use the -s option to enable shipping addresses: <tt>freeside-setup -s <b>username</b></tt>
+  <li>As the freeside UNIX user, run <tt>bin/populate-msgcat <b>username</b></tt> (in the untar'ed freeside directory) to populate the message catalog, passing the username of a Freeside user you created above:
+<pre>
+$ su freeside
+$ cd <b>/path/to/freeside/</b>
+$ bin/populate-msgcat <b>username</b>
+</pre>
+  <li><tt>freeside-queued</tt> was installed with the Perl modules.  Start it now and ensure that is run upon system startup (Do this manually, or edit the top-level Makefile, replacing INIT_FILE with the appropriate location on your systemand QUEUED_USER with the username of a Freeside user you created above, and run <tt>make install-init</tt>)
   <li>Now proceed to the initial <a href="admin.html">administration</a> of your installation.
 </ul>
 </body>