Difference between revisions of "Freeside:1.7:Documentation:Installation"

Latest revision as of 14:52, 20 July 2009

Introduction

Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.

Please note that these are the 1.7 installation instructions. Do not attempt to use them to install 1.5/1.6, or edit them to correct differences with those releases.

Prerequisites

Packages

• Perl, minimum version 5.8.4
• Apache, SSL highly recommended)
• mod_perl
  • mod_perl v2 is now supported.
  • If compiling your own mod_perl, make sure you set the EVERYTHING=1 compile-time option
• A transactional database engine supported by Perl's DBI.
  • PostgreSQL is recommended (v7.2 or later, v7.4 or later recommended).
  • MySQL (v4.1 or later, v5 recommended) is supported starting with Freeside 1.7.3. DBIx::DBSchema 0.35 or later is required.

Note: the above only applies to the database used by the Freeside software itself. Freeside can integrate with RADIUS and other servers running a different database than the backend.

• teTeX and Ghostscript (included with most distributions) (Optional, enables typeset invoices)

Perl modules

Popular modules you might want to check your distribution for

• libnet (CPAN: "install Net::Cmd")
• libwww-perl (CPAN: "install Bundle::LWP")
  • URI
  • HTML::Tagset
  • HTML::Parser
• HTML::Mason
• Text::Template
• DBI
  • DBD for your database engine (DBD::Pg for PostgreSQL or DBD::mysql for MySQL)
• MailTools (CPAN: "install Mail::Internet") (Freeside v1.7.2: use MailTools v1.77, not later versions) (Freeside 1.7.3: use MailTools v2.00 or later)
• MIME::Tools (Note: do not use v5.423. Versions from 5.424 and later should be okay, as well as versions from 5.420 and older. Status of 5.421 and 5.422 is unknown.)
• TimeDate (CPAN: "install Date::Format")
• Locale-Codes (CPAN: "install Locale::Country")
• DateTime

Modules of Indeterminate Popularity

• Chart (CPAN: "install Chart::Base")
• Cache::Cache
• NetAddr::IP
• String::Approx
• Locale::SubCountry
• Frontier::RPC2
• Term::ReadKey
• Date::Manip
• DateTime::Format::Strptime
• Text::CSV_XS
• Spreadsheet::WriteExcel
• Number::Format

Less common modules

• Business::CreditCard
• Net::Whois::Raw
• DBIx::DBSchema (Freeside v1.7.2: use DBIx::DBSchema v0.32, not later versions) (Freeside 1.7.3: use current DBIx::DBSchema)
• Tie::IxHash
• Crypt::PasswdMD5
• Time::Duration
• File::CounterFile
• IPC::Run
• IPC::Run3
• Net::SSH
• String::ShellQuote
• JSON
• HTML::Widgets::SelectLayers
• Color::Scheme
• Lingua::EN::NameParse
• Lingua::EN::Inflect

Optional modules

• Fax::Hylafax::Client (Required if faxing invoices)
• Apache::DBI (recommended for better web interface performance)

Installation

• Add the user and group `freeside' to your system.
• Allow the freeside user full access to the freeside database.

with PostgreSQL

$ 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

or with Postgresql 8.3

[ as postgres/pgsql user ]
$ createuser -P freeside 
Enter password for new role: 
Enter it again: 
Shall the new role be a superuser? (y/n) n
Shall the new role be allowed to create databases? (y/n) y
Shall the new role be allowed to create more new roles? (y/n) n

or with MySQL:

$ mysqladmin -u root password 'set_a_root_database_password'
$ mysql -u root -p
mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY 'set_a_freeside_database_password';

• Edit the top-level Makefile:
  • Set DATASOURCE to your DBI data source, for example, DBI:Pg:dbname=freeside for PostgresSQL or DBI:mysql:freeside for MySQL. See the DBI manpage and the manpage for your DBD for the exact syntax of your DBI data source.
  • Set DB_PASSWORD to the freeside database user's password.

• Add the freeside database to your database engine:

with Postgres:

$ su freeside
$ createdb -E sql_ascii freeside

or with Postgres 8.3:

$ su freeside
$ createdb -E LATIN1 freeside

or with MySQL:

$ mysqladmin -u freeside -p create freeside 

• Build and install the Perl modules:

$ make perl-modules
$ su
# make install-perl-modules

• Create the necessary configuration files:

$ su
# make create-config

• Ensure Apache has mod_perl enabled and is set to run as User freeside. If you have other things being served by Apache on this machine (hopefully internal things), it is recommended to run a separate iteration of Apache as the freeside user.

• Edit the Makefile and set FREESIDE_DOCUMENT_ROOT.

• Run

# make install-docs

• Edit the Makefile and set APACHE_VERSION to 1 (mod_perl v1.XX), 1.99 (mod_perl v2 prereleases up to and including 1.999_21, shipped with Debian 3.1, CentOS/RHEL 4, others), or 2 (mod_perl v2 proper and prereleases 1.999_22 and later).

• Edit the Makefile and set APACHE_CONF to the location of an Apache include directory (not a file). (If your Apache doesn't have an existing include directory, create one and add a line such as "Include /etc/apache/conf.d" to httpd.conf.)

• Run

# make install-apache

Note: Do not attempt to restart Apache (httpd) yet.

• As the freeside UNIX user, run freeside-setup -d your.domain.name to create the database tables and initial data.

$ su freeside
$ freeside-setup -d example.com

• Create the Freeside system users:

$ su freeside
$ freeside-adduser -g 1 fs_queue
$ freeside-adduser -g 1 fs_daily
$ freeside-adduser -g 1 fs_selfservice

• Create one or more Freeside users (your internal sales/tech folks, not customer accounts):

$ su freeside
$ freeside-adduser -g 1 username
$ htpasswd /usr/local/etc/freeside/htpasswd username
Password: 

Additional users can be added using the same command or from the web interface.

• freeside-queued 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 system and QUEUED_USER with the username of a Freeside user you created above, and run make install-init)

• Either install the integrated RT ticketing system, or delete the ticket_system file from your configuration directory (/usr/local/etc/freeside/conf.datasrc).

• Restart Apache (httpd) and log into the web interface using the username and password you entered above.

• Now proceed to the initial administration of your installation.