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

Revision as of 08:23, 14 September 2006

Provisioning

Services

Packages

Upselling

Scenario:

You have a customer with a 500mb email account, and they would like to upgrade to the 1000mb email account

Solution:

Freeside does not yet support add-on packages that launch external commands, so the best solution presently is to upgrade a user from the 500mb service to the 1000mb service by calling an appropriate "modify" command for the export associated with the package.

Example:

1. Config -> Provisioning, services and packages -> View/Edit Exports
2. Edit the shell command for your 500mb service, and your 1000mb service
3. Call appropriate shell scripts using the 'modify' field to change disk quotas
4. Select a customer
5. Under packages, click "Change Package"
6. Upgrade the user to the 1000mb service by selecting the 1000mb package, and your "modify" script will now be called. The reverse would be done if you were moving someone from 1000mb to 500mb

Resellers

Employees

Billing

Real-time Processing

Configuration

1. Install a real-time processing module, such as Business::OnlinePayment::TCLink, or Business::OnlinePayment::Exact

root# cpan Business::OnlinePayment::TCLink

1. Remove the Batch Card processing event, and add a Real-Time Card processing event
   • Configuration -> Billing -> View/Edit Invoice Events
   • Click on "Batch card"
     • Check off "Disabled"
     • Click "Apply changes"
   • Click on "Add a new invoice event"
     • Name it something like "Realtime card"
     • Choose the radio button "Run card with a Business::OnlinePayment realtime gateway"
     • Click on "Add invoice event"
2. Enable your payment gateway
   • Configuration -> Settings
   • Click "Edit Configuration"
   • Click the "Billing" tab
     • For the 'business-onlinepayment' field, enter the Business::OnlinePayment module you are using, followed by your account ID, password, and (optionally), type of action

TCLink
someuser
password
Normal Authorization

1. • • • Some payment gateways such as LinkPoint don't use a username/password, and require additional parameters. These can be passed in as key<newline>value pairs

LinkPoint
              <-- intentionally left blank 
              <-- intentionally left blank 
Normal Authorization
storename     <-- key
123456        <-- value
keyfile       <-- key
123456.pem    <-- value
lbin          <-- key
/usr/bin.lbin <-- value
tmp
/tmp/secure

1. • • Click "Apply Changes"

References

1. http://search.cpan.org/src/WITTEN/Business-OnlinePayment-TCLink-1.03/README.freeside
2. http://www.sisd.com/freeside/list-archive/msg03193.html
3. http://wavetail.420.am:81/freeside/docs/billing.html

Testing Real-Time Processing

One Time Transactions

• Choose a customer account
• Click on 'Process credit card payment'
• Enter a payment ammount, and credit card details
• Click 'Process payment'
• The transaction should happen immediately
• Click on 'View this customer'
• At the bottom of the screen, "Payment History" should include this transaction

Recurring Transactions

• Choose a customer account
• Click on 'Bill now', or run the freeside-daily cronjob from the command line as the freeside user
• At the bottom of the screen, "Payment History" should include this transaction

Misc

• Setting up Encrypted Credit Cards
• Setting up Texas Tax
• Setting up VoIP