Difference between revisions of "Freeside:2.1:Documentation"

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(Upgrading)
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= Upgrading =
 
= Upgrading =
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== Prerequisites ==
  
 
* aptitude install 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
 
* aptitude install 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
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* Or via CPAN
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== Freeside ==
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* <code>make install-perl-modules</code>
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* As the freeside UNIX user, run <code>freeside-upgrade username</code>, passing the username of an internal Freeside user.
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* If freeside-upgrade hangs, try stopping Apache, all Freeside processes, and anything else connected to your database, especially on older PostgreSQL versions.
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* <code>make install-docs</code>
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<!-- * 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. -->
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== RT ==
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* <code>mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.3.6</code><br>or add:<br><code>Set($WebDefaultStylesheet, 'freeside2.1');</code>
 
* <code>mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.3.6</code><br>or add:<br><code>Set($WebDefaultStylesheet, 'freeside2.1');</code>
 
* make configure-rt; make deploy
 
* make configure-rt; make deploy
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* cd rt; su freeside -c '/opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade'
 
* 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
 
* Clear mason cache dir: rm -fr /usr/local/etc/freeside/masondata/obj
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== Restart ==
 +
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* Restart Apache and the Freeside daemons:
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  <pre>make deploy</pre>
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== 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.
 
* 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:
 
* Create a new invoice send event, with the default conditions plus:
 
** customer payment type CARD or CHEK
 
** customer payment type CARD or CHEK
 
** "Invoice ineligible for automatic collection"
 
** "Invoice ineligible for automatic collection"
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= Changelog =
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* [[Freeside:2.1:Changelog|2.1 Changelog]]
 
* [[Freeside:2.1:Changelog|2.1 Changelog]]
  

Revision as of 20:31, 1 June 2010

Upgrading

Prerequisites

  • aptitude install 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
  • 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
    • wtf: make configure-rt wants gcc aptitude install gcc
  • 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??