Difference between revisions of "Freeside:2.1:Documentation"

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= Upgrading =
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= Note =
  
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== Prerequisites ==
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Some documentation links point to the 1.9 documentation until things are fully moved over.  The information should still be applicable.
  
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* 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 libdatetime-format-natural-perl libemail-sender-perl libemail-sender-transport-smtp-tls-perl libemail-simple-perl libmodule-versions-report-perl libhtml-defang-perl
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= Installation and upgrades =
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* Or via CPAN
 
  
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== Freeside ==
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== Backend Installation ==
  
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* Edit the Makefile (copy/edit your old information from the previous version's Makefile when upgrading)
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* [[Freeside:2.1:Documentation:Installation|New Installation]]
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* <code>make install-perl-modules</code>
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* [[Freeside:2.1:Documentation:RT Installation|Integrated RT Installation]]
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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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* OS-specific installation guides (source)
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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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** [[Freeside:2.1:Documentation:InstallingOnDebian5|Debian 5.0 "lenny"]]
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* <code>make install-docs</code>
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** [[Freeside:2.1:Documentation:InstallingOnDebian6|Debian 6.0 "squeeze"]]
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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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** [[Freeside:2.1:Documentation:Installation:Ubuntu|Ubuntu 10.4 LTS]]
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**[[Freeside:2.1:Documentation:Installation:FreeBSD|FreeBSD 8.1]] - Feedback please!
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* OS-specific installation guides (packages)
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** (no 2.1 packages yet) <strike>[[Freeside:1.9:Documentation:InstallingUsingAPT|Debian packages]]</strike>
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** (no 2.1 packages yet) <strike>[[Freeside:1.9:Documentation:InstallingUsingRPM|CentOS/RHEL RPM packages]]</strike>
  
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== RT ==
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== Signup and Self-service installation ==
  
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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>
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* [[Freeside:2.1:Documentation:Self-Service Installation|Signup/Self-service Installation]]
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* In RT_SiteConfig.pm, every old-style variable (e.g. $RT::blah = x) must be changed to Set(blah,'x'), etc.
 
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* <code>make configure-rt; make deploy</code>
 
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* <code>cd rt; su freeside -c '/opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade'</code> WARNING: the freeside unix user must have write permission to the rt source directory
 
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* Clear mason cache dir: <code>rm -fr /usr/local/etc/freeside/masondata/obj</code>
 
  
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== Restart ==
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== Distributor guides ==
  
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* Restart Apache and the Freeside daemons:
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* [[Freeside:Documentation:CreatingRPMRepo|Creating your own repository with Freeside RPMs]]
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  <pre>make deploy</pre>
 
  
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== Edit configuration ==
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* [[Freeside:Documentation:MirroringRPMRepo|Creating and using a mirror of the Freeside Internet Services RPM repositories]]
  
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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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* [[Freeside:Documentation:RPMBuildSystem|Documentation on the RPM build system]]
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* Add an "Invoice eligible for automatic collection" condition to all "Run card", "Run check" and "Add card or check to a pending batch" events.
 
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* Create a new invoice send event, with the default conditions plus:
 
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** customer payment type "Credit card (automatic)" or "Electronic check (automatic)"
 
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** "Invoice ineligible for automatic collection"
 
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* 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"
 
  
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= Changelog =
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== Upgrading ==
 +
 
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* [[Freeside:2.1:Documentation:Upgrading|Upgrading from 1.9.X to 2.1.x]]
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* [[Freeside:2.1.1:Documentation:Upgrading|Upgrading from 2.1.0 to 2.1.1]]
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* [[Freeside:2.1.2:Documentation:Upgrading|Upgrading from 2.1.1 to 2.1.2]]
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* [[Freeside:2.1.3:Documentation:Upgrading|Upgrading from 2.1.2 to 2.1.3]]
 +
 
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= User's Guide =
 +
 
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* [[Freeside:2.1:Documentation:User|User's Guide]] (help wanted)
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* [http://www.sisd.com/~ivan/freeside-slides Training presentation slides]
 +
 
 +
= Administrator's Guide =
  
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* [[Freeside:2.1:Changelog|2.1 Changelog]]
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* [[Freeside:2.1:Documentation:Administration|Administrator's Guide]]
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* [[Freeside:2.1.1:Changelog|2.1.1 Changelog]]
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* [[Freeside:Documentation:DisasterRecovery|Disaster Recovery]]
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* [[:Category:Freeside:1.9:Documentation:Template|Templates]] used and their fill in variables.
  
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= Known Issues =
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= Developer's Guide =
  
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* Bad RT links under Configuraiton -> Ticketing -> Ticketing Global?  Make sure the URL section in <code>/opt/rt3/etc/RT_SiteConfig.pm</code> is new-style:
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* [[Freeside:2.1:Documentation:Developer|Developer's Guide]]
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<pre>
 
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$RT::URI::freeside::URL = 'https://your/freeside/URL/';
 
  
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$RT::URI::freeside::URL =~ m(^(https?://[^/]+)(/.*)$)i;
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= Accounting Guide =
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Set($WebBaseURL, $1);
 
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Set($WebPath, "$2/rt");
 
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</pre>
 
  
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* Ancient Firefox v2.x may have performance problems rendering RT?  (who cares?)
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*[[Freeside:Documentation:Accounting|Accounting Guide]]
  
 
= Misc =
 
= Misc =
  
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* Is it necessary to create an fs_bootstrap user??
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* [[Freeside:Documentation:FAQ|Frequently Asked Questions]]
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* [[3rd_party_software|Third-party software]]
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* [[Freeside:2.1:Documentation:Administration:VoIP:Timed_Rates|New feature: Timed Rates]]
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* [[Freeside:2.1:Documentation:Administration:RT_Workflow|RT workflow features]]
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* [[Freeside:2.1:Documentation:Administration:Tips_and_Tricks|Tips and Tricks]]
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* [[Freeside:1.9:Documentation|Version 1.9 documentation]] (previous maintenance version)
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* [[Freeside:2.3:Documentation|Version 2.3 documentation]] (upcoming development version)
 +
 
 +
= Changelog =
 +
 
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* [[Freeside:2.1:Changelog|2.1 Changelog]]
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* [[Freeside:2.1.1:Changelog|2.1.1 Changelog]]
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* [[Freeside:2.1.2:Changelog|2.1.2 Changelog]]
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* [[Freeside:2.1.3:Changelog|2.1.3 Changelog]]

Latest revision as of 08:11, 6 May 2011

Note

Some documentation links point to the 1.9 documentation until things are fully moved over. The information should still be applicable.

Installation and upgrades

Backend Installation

Signup and Self-service installation

Distributor guides

Upgrading

User's Guide

Administrator's Guide

Developer's Guide

Accounting Guide

Misc

Changelog

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