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  • If upgrading from a version earlier than 1.7.3, follow the instructions for Upgrading to 1.7.3 first.
  • Install IPC-Run
  • Install HTML-Format (CPAN: "install HTML::Formatter")
  • Install CSS-Squish
  • Install File-Slurp
  • (optional) Install Spreadsheet-ParseExcel
  • make install-perl-modules
  • As the freeside UNIX user, run freeside-upgrade username, passing the username of an internal Freeside user.
  • If freeside-upgrade hangs, try stopping Apache, all Freeside processes, and anything else connected to your database, especially on older PostgreSQL versions.
  • make install-docs (or make deploy if you've got everything setup for that in the Makefile)
  • Perl module errors? Try make clean then make install-perl-modules then make install-docs or make deploy again
  • You may want to check your ACLs under Configuration->Employee->View/Edit employee groups and grant some of the new rights to one or more groups.