Upgrading to 1.5.8

X-Git-Url: http://git.freeside.biz/gitweb/?p=freeside.git;a=blobdiff_plain;f=httemplate%2Fdocs%2Fupgrade10.html;h=2a4b0d97578acfa457d232fa554ab71762304d3e;hp=76c49330c4f36e9b890193f93c167cdae90cfa75;hb=50f25b285b2caf77d267ed66f03e56924ad7229f;hpb=b5fbaadb1cb2893660e460a1d4a3cabe02774de7 diff --git a/httemplate/docs/upgrade10.html b/httemplate/docs/upgrade10.html index 76c49330c..2a4b0d975 100644 --- a/httemplate/docs/upgrade10.html +++ b/httemplate/docs/upgrade10.html @@ -1,343 +1,115 @@ -
-this is incomplete
-
-install DBD::Pg 1.32 (or, if you're using a Perl version before 5.6, you could try installing DBD::Pg 1.22 with this patch and commenting out the "use DBD::Pg 1.32" at the top of DBIx/DBSchema/DBD/Pg.pm)
-install DBIx::DBSchema 0.24
-install Net::SSH 0.08
-- If using Apache::ASP, add PerlSetVar RequestBinaryRead Off and PerlSetVar IncludesDir /your/freeside/document/root/ to your Apache configuration and make sure you are using Apache::ASP minimum version 2.55.
-- In httpd.conf, change <Files ~ \.cgi> to  <Files ~ (\.cgi|\.html)>
-- In httpd.conf, change AddHandler perl-script .cgi or SetHandler perl-script to AddHandler perl-script .cgi .html
-
-install NetAddr::IP, Chart::Base, Locale::SubCountry, 
-JavaScript::RPC (JavaScript::RPC::Server::CGI), Text::CSV_XS, 
-Spreadsheet::WriteExcel, IO-stringy (IO::Scalar) and Frontier::RPC
-(Frontier::RPC2)
+
+  Upgrading to 1.5.8
+
+
+Upgrading to 1.5.8 from 1.4.1 or 1.4.2
+
+Note: Version numbering has been simplified.  1.5.7 and 1.5.8 are the
+versions following 1.5.0pre6.  They are still development versions - releases
+with odd numbered middle parts (NN in x.NN.x) are development versions, like
+Perl or Linux.
+
+
+

+
+
+  If migrating from 1.5.0pre6, see README.1.5.7 instead
+  
If migrating from 1.5.7, see README.1.5.8 instead
+  
 install DBD::Pg 1.32, 1.41 or later (not 1.40) (or, if you're using a Perl version before 5.6, you could try installing DBD::Pg 1.22 with this patch and commenting out the "use DBD::Pg 1.32" at the top of DBIx/DBSchema/DBD/Pg.pm)
+  
 install DBIx::DBSchema 0.27 (or later) (if you are running Pg version 7.2.x or earlier, install at least DBIx::DBSchema 0.29)
+  
 install Net::SSH 0.08 or later
+  
 install HTML::Widgets::SelectLayers 0.05 or later
+  
 install Business::CreditCard 0.28 or later
+
+  
If using Apache::ASP, add PerlSetVar RequestBinaryRead Off and PerlSetVar IncludesDir /your/freeside/document/root/ to your Apache configuration and make sure you are using Apache::ASP minimum version 2.55.
+    
+      In httpd.conf, change <Files ~ \.cgi> to  <Files ~ (\.cgi|\.html)>
+      
In httpd.conf, change AddHandler perl-script .cgi or SetHandler perl-script to AddHandler perl-script .cgi .html
+    
+  
install NetAddr::IP, Chart::Base, Locale::SubCountry, Text::CSV_XS, 
+Spreadsheet::WriteExcel, IO-stringy (IO::Scalar), Frontier::RPC
+(Frontier::RPC2), MIME::Entity (MIME-tools), IPC::Run3, Net::Whois::Raw,
+JSON, Term::ReadKey and Color::Scheme
 
 
+  
Apply the following changes to your database:
+ INSERT INTO msgcat ( msgnum, msgcode, locale, msg ) VALUES ( 20, 'svc_external-id', 'en_US', 'External ID' );
 INSERT INTO msgcat ( msgnum, msgcode, locale, msg ) VALUES ( 21, 'svc_external-title', 'en_US', 'Title' );
 
-CREATE TABLE cust_bill_pkg_detail (
-  detailnum serial,
-  pkgnum int NOT NULL,
-  invnum int NOT NULL,
-  detail varchar(80),
-  PRIMARY KEY (detailnum)
-);
-CREATE INDEX cust_bill_pkg_detail1 ON cust_bill_pkg_detail ( pkgnum, invnum );
-
-CREATE TABLE part_virtual_field (
-  vfieldpart int NOT NULL,
-  dbtable varchar(32) NOT NULL,
-  name varchar(32) NOT NULL,
-  check_block text,
-  list_source text,
-  length integer,
-  label varchar(80),
-  PRIMARY KEY (vfieldpart)
-);
-
-CREATE TABLE virtual_field (
-  recnum integer NOT NULL,
-  vfieldpart integer NOT NULL,
-  value varchar(128) NOT NULL,
-  PRIMARY KEY (vfieldpart, recnum)
-);
-
-CREATE TABLE router (
-  routernum serial,
-  routername varchar(80),
-  svcnum int,
-  PRIMARY KEY (routernum)
-);
-
-CREATE TABLE part_svc_router (
-  svcpart int NOT NULL,
-  routernum int NOT NULL
-);
-
-CREATE TABLE addr_block (
-  blocknum serial,
-  routernum int NOT NULL,
-  ip_gateway varchar(15) NOT NULL,
-  ip_netmask int NOT NULL,
-  PRIMARY KEY (blocknum)
-);
-CREATE UNIQUE INDEX addr_block1 ON addr_block ( blocknum, routernum );
-
-CREATE TABLE svc_broadband (
-  svcnum int NOT NULL,
-  blocknum int NOT NULL,
-  speed_up int NOT NULL,
-  speed_down int NOT NULL,
-  ip_addr varchar(15),
-  PRIMARY KEY (svcnum)
-);
-
-CREATE TABLE acct_snarf (
-  snarfnum serial,
-  svcnum int NOT NULL,
-  machine varchar(255) NULL,
-  protocol varchar(80) NULL,
-  username varchar(80) NULL,
-  _password varchar(80) NULL,
-  PRIMARY KEY (snarfnum)
-);
-CREATE INDEX acct_snarf1 ON acct_snarf ( svcnum );
-
-CREATE TABLE svc_external (
-  svcnum int NOT NULL,
-  id int,
-  title varchar(80),
-  PRIMARY KEY (svcnum)
-);
-
-CREATE TABLE part_pkg_temp (
-    pkgpart serial NOT NULL,
-    pkg varchar(80) NOT NULL,
-    "comment" varchar(80) NOT NULL,
-    setup text NULL,
-    freq varchar(80) NOT NULL,
-    recur text NULL,
-    setuptax char(1) NULL,
-    recurtax char(1) NULL,
-    plan varchar(80) NULL,
-    plandata text NULL,
-    disabled char(1) NULL,
-    taxclass varchar(80) NULL,
-    PRIMARY KEY (pkgpart)
-);
-INSERT INTO part_pkg_temp SELECT * from part_pkg;
-DROP TABLE part_pkg;
-ALTER TABLE part_pkg_temp RENAME TO part_pkg;
-CREATE INDEX part_pkg1 ON part_pkg(disabled);
-
-On modern Pg:
-ALTER TABLE part_pkg DROP CONSTRAINT part_pkg_temp_pkey;
-ALTER TABLE part_pkg ADD PRIMARY KEY (pkgpart);
-select setval('public.part_pkg_temp_pkgpart_seq', ( select max(pkgpart) from part_pkg) );
-
-Or on Pg versions that don't support DROP CONSTRAINT and ADD PRIMARY KEY (tested on 7.1 and 7.2 so far):
-DROP INDEX part_pkg_temp_pkey;
-CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg (pkgpart);
-probably this one?: select setval('part_pkg_temp_pkgpart_seq', ( select max(pkgpart) from part_pkg) );
-probably not this one?: select setval('part_pkg_pkgpart_seq', ( select max(pkgpart) from part_pkg) );
-
-CREATE TABLE h_part_pkg_temp (
-    historynum serial NOT NULL,
-    history_date int,
-    history_user varchar(80) NOT NULL,
-    history_action varchar(80) NOT NULL,
-    pkgpart int NOT NULL,
-    pkg varchar(80) NOT NULL,
-    "comment" varchar(80) NOT NULL,
-    setup text NULL,
-    freq varchar(80) NOT NULL,
-    recur text NULL,
-    setuptax char(1) NULL,
-    recurtax char(1) NULL,
-    plan varchar(80) NULL,
-    plandata text NULL,
-    disabled char(1) NULL,
-    taxclass varchar(80) NULL,
-    PRIMARY KEY (historynum)
-);
-INSERT INTO h_part_pkg_temp SELECT * from h_part_pkg;
-DROP TABLE h_part_pkg;
-ALTER TABLE h_part_pkg_temp RENAME TO h_part_pkg;
-CREATE INDEX h_part_pkg1 ON h_part_pkg(disabled);
-
-On modern Pg:
-ALTER TABLE h_part_pkg DROP CONSTRAINT h_part_pkg_temp_pkey;
-ALTER TABLE h_part_pkg ADD PRIMARY KEY (historynum);
-select setval('public.h_part_pkg_temp_historynum_seq', ( select max(historynum) from h_part_pkg) );
-
-Or on Pg versions that don't support DROP CONSTRAINT and ADD PRIMARY KEY (tested on 7.1 and 7.2 so far):
-DROP INDEX h_part_pkg_temp_pkey;
-CREATE UNIQUE INDEX h_part_pkg_pkey ON h_part_pkg (historynum);
-probably this one?: select setval('h_part_pkg_temp_historynum_seq', ( select max(historynum) from h_part_pkg) );
-probably not this one?: select setval('h_part_pkg_historynum_seq', ( select max(historynum) from h_part_pkg) );
-
-CREATE TABLE cust_pay_refund (
-    payrefundnum serial NOT NULL,
-    paynum int NOT NULL,
-    refundnum int NOT NULL,
-    _date int NOT NULL,
-    amount decimal(10,2) NOT NULL,
-    PRIMARY KEY (payrefundnum)
-);
-CREATE INDEX cust_pay_refund1 ON cust_pay_refund(paynum);
-CREATE INDEX cust_pay_refund2 ON cust_pay_refund(refundnum);
-
-CREATE TABLE cust_pay_void (
-  paynum int NOT NULL,
-  custnum int NOT NULL,
-  paid decimal(10,2) NOT NULL,
-  _date int,
-  payby char(4) NOT NULL,
-  payinfo varchar(80),
-  paybatch varchar(80),
-  closed char(1),
-  void_date int,
-  reason varchar(80),
-  otaker varchar(32) NOT NULL,
-  PRIMARY KEY (paynum)
-);
-CREATE INDEX cust_pay_void1 ON cust_pay_void(custnum);
-
-CREATE TABLE part_pkg_option (
-  optionnum int primary key,
-  pkgpart int not null,
-  optionname varchar(80) not null,
-  optionvalue text NULL
-);
-CREATE INDEX part_pkg_option1 ON part_export_option ( pkgpart );
-CREATE INDEX part_pkg_option2 ON part_export_option ( optionname );
-
-CREATE TABLE rate (
-    ratenum serial NOT NULL,
-    reatename varchar(80) NOT NULL,
-    PRIMARY KEY (ratenum)
-);
-
-CREATE TABLE rate_detail (
-    ratenum int NOT NULL,
-    orig_regionnum int NULL,
-    dest_regionnum int NOT NULL,
-    min_included int NOT NULL,
-    min_charge decimal(10,2) NOT NULL,
-    sec_granularity int NOT NULL
-);
-CREATE UNIQUE INDEX rate_detail1 ON rate_detail ( ratenum, orig_regionnum, dest_regionnum );
-
-CREATE TABLE rate_region (
-    regionnum serial NOT NULL,
-    regionname varchar(80) NOT NULL,
-    PRIMARY KEY (regionnum)
-);
-
-CREATE TABLE rate_prefix (
-    prefixnum serial NOT NULL,
-    regionnum int NOT NULL, 
-    countrycode varchar(3) NOT NULL,
-    npa varchar(6) NULL,
-    nxx varchar(3) NULL,
-    PRIMARY KEY (prefixnum)
-);
-CREATE INDEX rate_prefix1 ON rate_prefix ( countrycode );
-CREATE INDEX rate_prefix2 ON rate_prefix ( regionnum );
-
-CREATE TABLE reg_code (
-    codenum serial NOT NULL,
-    code varchar(80) NOT NULL,
-    agentnum int NOT NULL,
-    PRIMARY KEY (codenum)
-);
-CREATE UNIQUE INDEX reg_code1 ON reg_code ( agentnum, code );
-CREATE INDEX reg_code2 ON reg_code ( agentnum );
-
-CREATE TABLE reg_code_pkg (
-    codenum int NOT NULL,
-    pkgpart int NOT NULL
-);
-CREATE UNIQUE INDEX reg_code_pkg1 ON reg_code_pkg ( codenum, pkgpart );
-CREATE INDEX reg_code_pkg2 ON reg_code_pkg ( codenum );
-
-CREATE TABLE clientapi_session (
-    sessionnum serial NOT NULL,
-    sessionid varchar(80) NOT NULL,
-    namespace varchar(80) NOT NULL,
-    PRIMARY KEY (sessionnum)
-);
-CREATE UNIQUE INDEX clientapi_session1 ON clientapi_session ( sessionid, namespace );
-
-CREATE TABLE clientapi_session_field (
-    fieldnum serial NOT NULL,
-    sessionnum int NOT NULL,
-    fieldname varchar(80) NOT NULL,
-    fieldvalue text NULL,
-    PRIMARY KEY (fieldnum)
-);
-CREATE UNIQUE INDEX clientapi_session_field1 ON clientapi_session_field ( sessionnum, fieldname );
-
 DROP INDEX cust_bill_pkg1;
+
 
-ALTER TABLE cust_bill_pkg ADD itemdesc varchar(80) NULL;
-ALTER TABLE h_cust_bill_pkg ADD itemdesc varchar(80) NULL;
-ALTER TABLE cust_main_county ADD taxname varchar(80) NULL;
-ALTER TABLE h_cust_main_county ADD taxname varchar(80) NULL;
-ALTER TABLE cust_main_county ADD setuptax char(1) NULL;
-ALTER TABLE h_cust_main_county ADD setuptax char(1) NULL;
-ALTER TABLE cust_main_county ADD recurtax char(1) NULL;
-ALTER TABLE h_cust_main_county ADD recurtax char(1) NULL;
-ALTER TABLE cust_pkg ADD last_bill int NULL;
-ALTER TABLE h_cust_pkg ADD last_bill int NULL;
-ALTER TABLE agent ADD disabled char(1) NULL;
-ALTER TABLE h_agent ADD disabled char(1) NULL;
-ALTER TABLE agent ADD username varchar(80) NULL;
-ALTER TABLE h_agent ADD username varchar(80) NULL;
-ALTER TABLE agent ADD _password varchar(80) NULL;
-ALTER TABLE h_agent ADD _password varchar(80) NULL;
-ALTER TABLE cust_main ADD paycvv varchar(4) NULL;
-ALTER TABLE h_cust_main ADD paycvv varchar(4) NULL;
-ALTER TABLE part_referral ADD disabled char(1) NULL;
-ALTER TABLE h_part_referral ADD disabled char(1) NULL;
-CREATE INDEX part_referral1 ON part_referral ( disabled );
-ALTER TABLE pkg_svc ADD primary_svc char(1) NULL;
-ALTER TABLE h_pkg_svc ADD primary_svc char(1) NULL;
-ALTER TABLE svc_forward ADD src varchar(255) NULL;
-ALTER TABLE h_svc_forward ADD src varchar(255) NULL;
-ALTER TABLE part_pkg ADD promo_code varchar(80) NULL;
-ALTER TABLE h_part_pkg ADD promo_code varchar(80) NULL;
-CREATE INDEX part_pkg2 ON part_pkg ( promo_code );
-CREATE INDEX h_part_pkg2 ON h_part_pkg ( promo_code );
-ALTER TABLE prepay_credit ADD agentnum integer NULL;
-ALTER TABLE h_prepay_credit ADD agentnum integer NULL;
-
-On recent Pg versions:
+  
On recent Pg versions:
++ALTER TABLE cust_main ALTER COLUMN payinfo varchar(512) NULL;
+ALTER TABLE h_cust_main ALTER COLUMN payinfo varchar(512) NULL;
+ALTER TABLE cust_pay_batch ADD COLUMN batchnum int NOT NULL;
+ALTER TABLE cust_pay_batch ALTER COLUMN batchnum SET NOT NULL;
+ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512) NULL;
+UPDATE cust_pay_batch SET payinfo = cardnum;
+ALTER TABLE cust_pay_batch DROP COLUMN cardnum;
+ALTER TABLE h_cust_pay_batch ADD COLUMN payinfo varchar(512) NULL;
+UPDATE h_cust_pay_batch SET payinfo = cardnum;
+ALTER TABLE h_cust_pay_batch DROP COLUMN cardnum;
+
+On older Pg versions that don't support altering columns directly, you will need to dump the database, edit the schema definitions in the dump file, and reload.
 
+  
On recent Pg versions:
+ ALTER TABLE svc_forward ALTER COLUMN srcsvc DROP NOT NULL;
 ALTER TABLE h_svc_forward ALTER COLUMN srcsvc DROP NOT NULL;
 ALTER TABLE svc_forward ALTER COLUMN dstsvc DROP NOT NULL;
 ALTER TABLE h_svc_forward ALTER COLUMN dstsvc DROP NOT NULL;
 ALTER TABLE cust_main ALTER COLUMN zip DROP NOT NULL;
 ALTER TABLE h_cust_main ALTER COLUMN zip DROP NOT NULL;
-
+
 Or on Pg versions that don't support DROP NOT NULL (tested on 7.1 and 7.2 so far):
+ UPDATE pg_attribute SET attnotnull = FALSE WHERE ( attname = 'srcsvc' OR attname = 'dstsvc' ) AND ( attrelid = ( SELECT oid FROM pg_class WHERE relname = 'svc_forward' ) OR attrelid = ( SELECT oid FROM pg_class WHERE relname = 'h_svc_forward' ) );
 UPDATE pg_attribute SET attnotnull = FALSE WHERE ( attname = 'zip' ) AND ( attrelid = ( SELECT oid FROM pg_class WHERE relname = 'cust_main' ) OR attrelid = ( SELECT oid FROM pg_class WHERE relname = 'h_cust_main' ) );
+
 
-If you created your database with a version before 1.4.2, dump database, edit:
-- cust_main and h_cust_main: increase otaker from 8 to 32
-- cust_main and h_cust_main: change ss from char(11) to varchar(11) ( "character(11)" to "character varying(11)" )
-- cust_credit and h_cust_credit: increase otaker from 8 to 32
-- cust_pkg and h_cust_pkg: increase otaker from 8 to 32
-- cust_refund and h_cust_refund: increase otaker from 8 to 32
-- domain_record and h_domain_record: increase reczone from 80 to 255
-- domain_record and h_domain_record: change rectype from char to varchar ( "character(5)" to "character varying(5)" )
-- domain_record and h_domain_record: increase recdata from 80 to 255
-then reload
-
-optionally:
-
-  CREATE INDEX cust_main6 ON cust_main ( daytime );
-  CREATE INDEX cust_main7 ON cust_main ( night );
-  CREATE INDEX cust_main8 ON cust_main ( fax );
-  CREATE INDEX cust_main9 ON cust_main ( ship_daytime );
-  CREATE INDEX cust_main10 ON cust_main ( ship_night );
-  CREATE INDEX cust_main11 ON cust_main ( ship_fax );
-  CREATE INDEX agent2 ON agent ( disabled );
-  CREATE INDEX part_bill_event2 ON part_bill_event ( disabled );
-  CREATE INDEX cust_pay4 ON cust_pay (_date);
-
-  serial columns
-
-mandatory again:
-
-dbdef-create username
-create-history-tables username cust_bill_pkg_detail router part_svc_router addr_block svc_broadband acct_snarf svc_external cust_pay_refund cust_pay_void part_pkg_option rate rate_detail rate_region rate_prefix reg_code reg_code_pkg
-dbdef-create username
+  
 If you created your database with a version before 1.4.2, dump database, edit the following, then reload:
+    
+      cust_main and h_cust_main: increase otaker from 8 to 32
+      
cust_main and h_cust_main: change ss from char(11) to varchar(11) ( "character(11)" to "character varying(11)" )
+      
cust_credit and h_cust_credit: increase otaker from 8 to 32
+      
cust_pkg and h_cust_pkg: increase otaker from 8 to 32
+      
cust_refund and h_cust_refund: increase otaker from 8 to 32
+      
domain_record and h_domain_record: increase reczone from 80 to 255
+      
domain_record and h_domain_record: change rectype from char to varchar ( "character(5)" to "character varying(5)" )
+      
domain_record and h_domain_record: increase recdata from 80 to 255
+    
+
+
make install-perl-modules to install the new libraries and CLI utilities
+
run "freeside-upgrade username" to create the remaining new tables and columns
+
+
optionally:
++CREATE INDEX cust_main4 ON cust_main ( daytime );
+CREATE INDEX cust_main5 ON cust_main ( night );
+CREATE INDEX cust_main6 ON cust_main ( fax );
+CREATE INDEX cust_main7 ON cust_main ( refnum );
+CREATE INDEX cust_main8 ON cust_main ( county );
+CREATE INDEX cust_main9 ON cust_main ( state );
+CREATE INDEX cust_main10 ON cust_main ( country );
+CREATE INDEX cust_main11 ON cust_main ( ship_last );
+CREATE INDEX cust_main12 ON cust_main ( ship_company );
+CREATE INDEX cust_main13 ON cust_main ( ship_daytime );
+CREATE INDEX cust_main14 ON cust_main ( ship_night );
+CREATE INDEX cust_main15 ON cust_main ( ship_fax );
+CREATE INDEX agent2 ON agent ( disabled );
+CREATE INDEX part_bill_event2 ON part_bill_event ( disabled );
+CREATE INDEX cust_pay4 ON cust_pay (_date);
+CREATE INDEX part_referral1 ON part_referral ( disabled );
+CREATE INDEX part_pkg2 ON part_pkg ( promo_code );
+CREATE INDEX h_part_pkg2 ON h_part_pkg ( promo_code );
+
 
-apache - fix  sections to include .html also
+
 
-
+ +