Freeside:1.9:Documentation:Upgrading

Upgrade instructions

• Upgrade HTML::Widgets::SelectLayers to 0.07 (or later)
• Install Authen::Passphrase
• Install Net::Domain::TLD
• Install Business::US::USPS::WebTools
• New packages/modules for RT 3.6.6: libxml-rss-perl libcalendar-simple-perl libgd-graph-perl libgd-text-perl libcss-squish-perl
• 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
• Start Apache, go to Configuration -> Employees -> Employee groups and add "Edit global billing events" to your group.
• Run bin/freeside-migrate-events to migrate your (deprecated) invoice events to the new billing events. Keep an eye out for anything which does not migrate. Note: if you have problems with this step, fix the migration, restore the database from backup and start again from freeside-upgrade. Do not continue on with the upgrade!
• make configure-rt
• mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.OLD; make install-rt
• su freeside -c '/opt/rt3/sbin/rt-setup-database --action insert --datadir rt/etc/upgrade/3.5.1'
• make install-docs (or make deploy if you've got everything setup for that in the Makefile)
• 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.
• Restart Apache and the Freeside daemons.

Possible gotchas

• "RT at a glance" ("Ticketing Main") blank? Click "Edit" on the right, then click the "Reset to default" button.
• Perl module errors? Try make clean then make install-perl-modules then make install-docs or make deploy again
• "unapplypayments" fails existential comparison, or a similar deprecated config option such as "invoice_send_receipts", "report_template", "echeck-void"? Until the upgrade handles this better, just delete that config file (recent regression 3/2009... need to reintroduce all deprecated config in 1.9 Conf.pm???wtf)

Currently known issues

• If you're using an early 1.9 snapshot from CVS, you may need to update the a column type in the conf table for freeside-upgrade to complete sucessfully:

PostgreSQL:

 ALTER TABLE conf ALTER COLUMN value TYPE text;

MySQL (?):

 ALTER TABLE conf ALTER COLUMN value TYPE text;

• If you're using an early 1.9 snapshot from CVS and want to do CDR rating:

Postgresql:

 ALTER TABLE cust_bill_pkg_detail   ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE h_cust_bill_pkg_detail ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE rate_prefix ALTER COLUMN npa TYPE varchar(10);
 ALTER TABLE h_rate_prefix ALTER COLUMN npa TYPE varchar(10);

MySQL (?):

 ALTER TABLE cust_bill_pkg_detail   ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE h_cust_bill_pkg_detail ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE rate_prefix ALTER COLUMN npa TYPE varchar(10);
 ALTER TABLE h_rate_prefix ALTER COLUMN npa TYPE varchar(10);

Random wishlist

• cust_main::retry_realtime optimization?
• Use FCKeditor for config popups for textareas.
• small_custview borders inside RT look janky
• bin/fs-migrate-events doesn't make events that apply to a single agent into agent-editable events... perhaps it should?