Freeside:2.1:Documentation
From Freeside
Revision as of 08:48, 1 September 2010 by CanerisErik (talk | contribs)
Contents
Upgrading
Prerequisites
- apt-get install gcc libmodule-versions-report-perl libtext-wikiformat-perl libhttp-server-simple-mason-perl libxml-rss-perl libnet-server-perl libhtml-rewriteattributes-perl libdata-ical-perl libperlio-eol-perl libgnupg-interface-perl libfile-sharedir-perl libcgi-pm-perl libmime-types-perl libdate-ical-perl libdatetime-set-perl libhook-lexwrap-perl libcalendar-simple-perl libsoap-lite-perl libpoe-perl libipc-run-safehandles-perl libdatetime-format-natural-perl libemail-sender-perl libemail-sender-transport-smtp-tls-perl libemail-simple-perl libmodule-versions-report-perl libhtml-defang-perl
- Or via CPAN
Freeside
- Edit the Makefile (copy/edit your old information from the previous version's Makefile when upgrading)
-
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
RT
-
mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.3.6
or add:Set($WebDefaultStylesheet, 'freeside2.1');
- In RT_SiteConfig.pm, every old-style variable (e.g. $RT::blah = x) must be changed to Set(blah,'x'), etc.
-
make configure-rt; make deploy
-
cd rt; su freeside -c '/opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade'
WARNING: the freeside unix user must have write permission to the rt source directory - Clear mason cache dir:
rm -fr /usr/local/etc/freeside/masondata/obj
Restart
- Restart Apache and the Freeside daemons:
make deploy
Edit configuration
- You may want to check your ACLs under Configuration->Employees->View/Edit employee groups and grant some of the new rights to one or more groups.
- Add an "Invoice eligible for automatic collection" condition to all "Run card", "Run check" and "Add card or check to a pending batch" events.
- Create a new invoice send event, with the default conditions plus:
- customer payment type CARD or CHEK
- "Invoice ineligible for automatic collection"
- To fix Cc: and Bcc: on ticket comments, go to Configuration->Ticketing->Ticketing Global, click on "Scrips", and add a new scrip "On Comment Notify Other Recipients as Comment"
Changelog
Known Issues
- Bad RT links under Configuraiton -> Ticketing -> Ticketing Global? Make sure the URL section in
/opt/rt3/etc/RT_SiteConfig.pm
is new-style:
$RT::URI::freeside::URL = 'https://your/freeside/URL/'; $RT::URI::freeside::URL =~ m(^(https?://[^/]+)(/.*)$)i; Set($WebBaseURL, $1); Set($WebPath, "$2/rt");
- Ancient Firefox v2.x may have performance problems rendering RT? (who cares?)
- freeside-upgrade failed on several things. The most notable was cust_pkg_reason. Fix like this:
select distinct otaker from cust_pkg_reason; select distinct otaker from h_cust_pkg_reason;
For each otaker that's a full name and not a username in the above output, do:
update cust_pkg_reason set otaker = (whatever their username is) where otaker = (whatever their full name is from above); update h_cust_pkg_reason set otaker = (whatever their username is) where otaker = (whatever their full name is from above); update cust_pkg_reason set action = '' where action is null; update h_cust_pkg_reason set action = '' where action is null; update cust_pkg_reason set usernum = 0 where usernum is null; update h_cust_pkg_reason set usernum = 0 where usernum is null;
If it's still failing, examine your data in h_cust_pkg and h_cust_pkg_reason and increase the fuzz factor in cust_pkg_reason::_upgrade_data as needed (e.g. I had to do $fuzz < 15 for one of the steps)
Misc
- Is it necessary to create an fs_bootstrap user??