Freeside:2.1:Documentation

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Revision as of 23:47, 29 June 2010 by Ivan (talk | contribs) (Prerequisites)

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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??