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Start of 3.x to 4.x upgrade instructions.

Note that unlike most major version upgrades, a minimum version of 3.3 is needed before upgrading to 4.x. If running an earlier version, upgrade to 3.3 or later before upgrading to 4.x.

Upgrade instructions



aptitude install libhtml-formattext-withlinks-perl libemail-address-list-perl libsymbol-global-name-perl libdate-extract-perl libcgi-emulate-psgi-perl libplack-perl librole-basic-perl libhtml-formattext-withlinks-andtables-perl libcrypt-x509-perl libdata-guid-perl libencode-perl starlet

Other distributions

Install the appropriate Perl modules as indicated above.

Initial cleanup

  • rm -r /opt/rt3/lib


  • cd freeside-4.0
  • make clean; make configure-rt; 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.


  • As the freeside UNIX user, run /opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade

Post-upgrade configuration

Doing real-time electronic check transactions? After the upgrade, double check your billing events to make sure the upgrade didn't add a duplicate "Run card or check with a Business::OnlinePayment realtime gateway"