Freeside:1.7:Documentation:Upgrading
From Freeside
- Perl 5.8.0 or newer is required. Perl 5.8.3 or newer is required if using RT.
- Install DBIx::DBSchema 0.31 (or later)
- Install HTML::Widgets::SelectLayers 0.06 (or later)
- Install DBIx::SearchBuilder 1.34 (or later)
- Install Color::Scheme
- Install Data::Table
- Install Lingua::EN::NameParse
- Install Lingua::EN::Inflect
- Install DateTime
- Install DateTime::Format::Strptime
- Apply the following changes to your database:
ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512); UPDATE cust_pay_batch SET payinfo = cardnum; ALTER TABLE cust_pay_batch DROP COLUMN cardnum; ALTER TABLE cust_pay_batch ALTER COLUMN exp DROP NOT NULL; ALTER TABLE h_cust_pay_batch ADD COLUMN payinfo varchar(512); UPDATE h_cust_pay_batch SET payinfo = cardnum; ALTER TABLE h_cust_pay_batch DROP COLUMN cardnum; ALTER TABLE h_cust_pay_batch ALTER COLUMN exp DROP NOT NULL;
- Apply the following changes to your database (if you have a paymask column):
UPDATE cust_main SET paymask = NULL WHERE paymask LIKE 'x%';
-
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.
-
pg_attribute: permission denied executing: UPDATE pg_attribute
when running freeside-upgrade with Pg 7.3 or older? Try this:
ALTER TABLE cust_pay_batch ADD COLUMN payby char(4); ALTER TABLE h_cust_pay_batch ADD COLUMN payby char(4); ALTER TABLE cust_pay_batch ALTER COLUMN payby SET NOT NULL; ALTER TABLE h_cust_pay_batch ALTER COLUMN payby SET NOT NULL;
- ACL bootstrapping:
su cd /usr/local/etc/freeside chown freeside mapsecrets htpasswd
- As the freeside UNIX user, run
bin/mapsecrets2access_user username
, passing the username of an internal Freeside user. - Using the web interface you can add more restrictive groups and move your employees into them.
- As the freeside UNIX user, run
- If you have any records in the cust_tax_exempt table, you *MUST* migrate them to the new cust_tax_exempt_pkg table. An example script to get you started is in
bin/fs-migrate-cust_tax_exempt
- it may need to be customized for your specific data. - Optional for better zip code report performance:
- Optional if you're using the new agent cust ref#s:
CREATE UNIQUE INDEX cust_main18 ON cust_main ( agentnum, agent_custid );
- Optional to eliminate harmless but noisy warnings:
UPDATE cust_main_county SET exempt_amount = 0 WHERE exempt_amount IS NULL;
-
make install-docs
(ormake deploy
if you've got everything setup for that in the Makefile) - Perl module errors? Try
make clean
thenmake install-perl-modules
thenmake install-docs
ormake deploy
again