Freeside:2.1:Documentation
From Freeside
Contents
Upgrading
Prerequisites
- aptitude 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
- Or via CPAN
Freeside
-
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');
- make configure-rt; make deploy
- cd rt; su freeside -c '/opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade'
- 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"
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?)
Misc
- Is it necessary to create an fs_bootstrap user??