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Start of 3.x to 4.x upgrade instructions.

Note that unlike most major version upgrades, a minimum version of 3.3 is needed before upgrading to 4.x. If running an earlier version, upgrade to 3.3 or later before upgrading to 4.x.

Upgrade instructions



aptitude update; aptitude install libhtml-formattext-withlinks-perl libemail-address-list-perl libsymbol-global-name-perl libdate-extract-perl libcgi-emulate-psgi-perl libplack-perl librole-basic-perl libhtml-formattext-withlinks-andtables-perl libcrypt-x509-perl libdata-guid-perl libencode-perl

Other distributions

Install the appropriate Perl modules as indicated above.

Initial cleanup

  • rm -r /opt/rt3/lib #is this necessary? i think it was RT 3.8->4.0-only (freeside 2.3->3.0), because of how it moved its libs around
  • Remove your old freeside-base2.conf from /etc/apache/conf.d/ or /etc/httpd/conf.d etc.

Freeside installation

Debian packages

  • Edit /etc/apt/sources.list and change to the v4 repository
  • aptitude install freeside freeside-lib freeside-webui


  • cd freeside-4.0
  • make clean; make configure-rt; make install-perl-modules install-docs


  • make install-rt
  • cd freeside-4.0/rt
  • As the freeside UNIX user, run /opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade
    • You will be prompted for the RT version to upgrade from.
      • If you are upgrading from Freeside 3.3, enter 4.0.13. (As per above, this is the minimum version necessary to upgrade to v4)
      • If you are upgrading from Freeside 3.4, enter 4.0.19.
      • If you are upgrading from Freeside 3.5, 3.6 or 3.7, enter 4.0.22.
      • If you are upgrading from Freeside 3.8 or later, enter 4.0.23.
      • If you are upgrading from a 3.x git snapshot, check under "Help" to see your RT version.

Freeside upgrade

  • Stop Apache and all Freeside processes.
  • As the freeside UNIX user, run freeside-upgrade username, passing the username of an internal Freeside user.
  • Restart Apache and Freeside processes.

Post-upgrade configuration

Doing real-time electronic check transactions? After the upgrade, double check your billing events to make sure the upgrade didn't add a duplicate "Run card or check with a Business::OnlinePayment realtime gateway"