2 <title>Upgrading to 1.4.0</title>
5 <h1>Upgrading to 1.4.0 from 1.3.1</h1>
7 <li>If migrating from less than 1.3.1, see these <a href="upgrade7.html">instructions</a> first.
8 <li><font size="+2" color="#ff0000">Backup your database and current Freeside installation.</font> (with <a href="http://www.ca.postgresql.org/devel-corner/docs/postgres/backup.html">PostgreSQL</a>) (with <a href="http://www.mysql.com/documentation/mysql/bychapter/manual_MySQL_Database_Administration.html#Backup">MySQL</a>)
9 <li>Install <a href="http://www.apache-asp.org/">Apache::ASP</a> or <a href="http://www.masonhq.com/">HTML::Mason</a>.
13 <th>Apache::ASP</th><th>Mason</th>
17 <li>Run <tt>make aspdocs</tt>
18 <li>Copy <tt>aspdocs/</tt> to your web server's document space.
19 <li>Create a <a href="http://www.apache-asp.org/config.html#Global">Global</a> directory, such as <tt>/usr/local/etc/freeside/asp-global/</tt>
20 <li>Copy <tt>htetc/global.asa</tt> to the Global directory.
21 <li>Configure Apache for the Global directory and to execute .cgi files using Apache::ASP. For example:
23 <Directory /usr/local/apache/htdocs/freeside-asp>
24 <Files ~ (\.cgi)>
25 AddHandler perl-script .cgi
26 PerlHandler Apache::ASP
29 $MLDBM::RemoveTaint = 1;
31 PerlSetVar Global /usr/local/etc/freeside/asp-global/
36 <li>Run <tt>make masondocs</tt>
37 <li>Copy <tt>masondocs/</tt> to your web server's document space.
38 <li>Copy <tt>htetc/handler.pl</tt> to your web server's configuration directory.
39 <li>Edit <tt>handler.pl</tt> and set an appropriate <tt>data_dir</tt>, such as <tt>/usr/local/etc/freeside/mason-data</tt>
40 <li>Configure Apache to use the <tt>handler.pl</tt> file and to execute .cgi files using HTML::Mason. For example:
42 <Directory /usr/local/apache/htdocs/freeside-mason>
43 <Files ~ (\.cgi)>
44 AddHandler perl-script .cgi
45 PerlHandler HTML::Mason
48 require "/usr/local/apache/conf/handler.pl";
56 <li>Change to the FS directory in the new tarball, and build and install the
63 # make install UNINST=1</pre>
64 <li>Apply the following changes to your database:
66 CREATE TABLE svc_forward (
74 CREATE TABLE cust_credit_bill (
75 creditbillnum int primary key,
79 amount decimal(10,2) not null
82 CREATE TABLE cust_bill_pay (
83 billpaynum int primary key,
87 amount decimal(10,2) not null
90 CREATE TABLE cust_credit_refund (
91 creditrefundnum int primary key,
93 refundnum int not null,
95 amount decimal(10,2) not null
99 ALTER TABLE svc_acct ADD domsvc integer NOT NULL;
100 ALTER TABLE svc_domain ADD catchall integer NULL;
101 ALTER TABLE part_svc ADD svc_acct__domsvc integer NULL;
102 ALTER TABLE part_svc ADD svc_acct__domsvc_flag char(1) NULL;
103 ALTER TABLE part_svc ADD svc_domain__catchall integer NULL;
104 ALTER TABLE part_svc ADD svc_domain__catchall_flag char(1) NULL;
105 ALTER TABLE part_svc ADD svc_forward__srcsvc integer NULL;
106 ALTER TABLE part_svc ADD svc_forward__srcsvc_flag char(1) NULL;
107 ALTER TABLE part_svc ADD svc_forward__dstsvc integer NULL;
108 ALTER TABLE part_svc ADD svc_forward__dstsvc_flag char(1) NULL;
109 ALTER TABLE part_svc ADD svc_forward__dst integer NULL;
110 ALTER TABLE part_svc ADD svc_forward__dst_flag char(1) NULL;
111 ALTER TABLE cust_main ADD referral_custnum integer NULL;
112 ALTER TABLE cust_pay ADD custnum integer;
113 ALTER TABLE cust_refund ADD custnum integer;
114 CREATE INDEX cust_main3 ON cust_main ( referral_custnum );
115 CREATE INDEX cust_credit_bill1 ON cust_credit_bill ( crednum );
116 CREATE INDEX cust_credit_bill2 ON cust_credit_bill ( invnum );
117 CREATE INDEX cust_bill_pay1 ON cust_bill_pay ( invnum );
118 CREATE INDEX cust_bill_pay2 ON cust_bill_pay ( paynum );
119 CREATE INDEX cust_credit_refund1 ON cust_credit_refund ( crednum );
120 CREATE INDEX cust_credit_refund2 ON cust_credit_refund ( refundnum );
123 <li>If you are using PostgreSQL, apply the following changes to your database:
125 CREATE UNIQUE INDEX agent_pkey ON agent ( agentnum );
126 CREATE UNIQUE INDEX agent_type_pkey agent_type ( typenum );
127 CREATE UNIQUE INDEX cust_bill_pkey ON cust_bill ( invnum );
128 CREATE UNIQUE INDEX cust_credit_pkey ON cust_credit ( crednum );
129 CREATE UNIQUE INDEX cust_main_pkey ON cust_main ( custnum );
130 CREATE UNIQUE INDEX cust_main_county_pkey ON cust_main_county ( taxnum );
131 CREATE UNIQUE INDEX cust_main_invoice_pkey ON cust_main_invoice ( destnum );
132 CREATE UNIQUE INDEX cust_pay_pkey ON cust_pay ( paynum );
133 CREATE UNIQUE INDEX cust_pkg_pkey ON cust_pkg ( pkgnum );
134 CREATE UNIQUE INDEX cust_refund_pkey ON cust_refund ( refundnum );
135 CREATE UNIQUE INDEX cust_svc_pkey ON cust_svc ( svcnum );
136 CREATE UNIQUE INDEX domain_record_pkey ON domain_record ( recnum );
137 CREATE UNIQUE INDEX nas_pkey ON nas ( nasnum );
138 CREATE UNIQUE INDEX part_pkg_pkey ON part_pkg ( pkgpart );
139 CREATE UNIQUE INDEX part_referral_pkey ON part_referral ( refnum );
140 CREATE UNIQUE INDEX part_svc_pkey ON part_svc ( svcpart );
141 CREATE UNIQUE INDEX port_pkey ON port ( portnum );
142 CREATE UNIQUE INDEX prepay_credit_pkey ON prepay_credit ( prepaynum );
143 CREATE UNIQUE INDEX session_pkey ON session ( sessionnum );
144 CREATE UNIQUE INDEX svc_acct_pkey ON svc_acct ( svcnum );
145 CREATE UNIQUE INDEX svc_acct_pop_pkey ON svc_acct_pop ( popnum );
146 CREATE UNIQUE INDEX svc_acct_sm_pkey ON svc_acct_sm ( svcnum );
147 CREATE UNIQUE INDEX svc_domain_pkey ON svc_domain ( svcnum );
148 CREATE UNIQUE INDEX svc_www_pkey ON svc_www ( svcnum );
149 CREATE UNIQUE INDEX type_pkgs_pkey ON type_pkgs ( typenum );
151 <li>If you wish to enable service/shipping addresses, apply the following
152 changes to your database:
154 ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
155 ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
156 ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
157 ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
158 ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
159 ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
160 ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
161 ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
162 ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
163 ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
164 ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
165 ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
166 ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
167 CREATE INDEX cust_main1 ON cust_main ( ship_last );
168 CREATE INDEX cust_main2 ON cust_main ( ship_company );
170 <li>If you wish to enable customer comments, apply the following change to
173 ALTER TABLE cust_main ADD COLUMN comments varchar NULL;
175 <li>If you are using the signup server, reinstall it according to the <a href="signup.html">instructions</a>. The 1.3.x signup server is not compatible with 1.4.x.
176 <li>Run bin/dbdef-create.
177 <li>create a service based on svc_forward
178 <li>Run bin/fs-migrate-svc_acct_sm
179 <li>Run bin/fs-migrate-payref
180 <li><b>After running bin/fs-migrate-payref</b>, apply the following changes to your database:
181 <table border><tr><th>PostgreSQL</th><th>MySQL, others</th></tr>
184 CREATE TABLE cust_pay_temp (
185 paynum int primary key,
186 custnum int not null,
187 paid decimal(10,2) not null,
189 payby char(4) not null,
190 payinfo varchar(16) null,
191 paybatch varchar(80) null
193 INSERT INTO cust_pay_temp SELECT * from cust_pay;
195 ALTER TABLE cust_pay_temp RENAME TO cust_pay;
196 CREATE UNIQUE INDEX cust_pay1 ON cust_pay paynum;
197 CREATE TABLE cust_refund_temp (
198 refundnum int primary key,
199 custnum int not null,
201 refund decimal(10,2) not null,
202 otaker varchar(8) not null,
203 reason varchar(80) not null,
204 payby char(4) not null,
205 payinfo varchar(16) null,
206 paybatch varchar(80) null
208 INSERT INTO cust_refund_temp SELECT * from cust_refund;
209 DROP TABLE cust_refund;
210 ALTER TABLE cust_refund_temp RENAME TO cust_refund;
211 CREATE UNIQUE INDEX cust_refund1 ON cust_refund refundnum;
215 ALTER TABLE cust_pay DROP COLUMN invnum;
216 ALTER TABLE cust_refund DROP COLUMN crednum;
219 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
220 <li>create the conf.dbsrc/user_policy as appropriate for your site