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 ALTER TABLE cust_pay RENAME COLUMN invnum TO depreciated;
185 ALTER TABLE cust_refund RENAME COLUMN crednum TO depreciated;
189 ALTER TABLE cust_pay DROP COLUMN invnum;
190 ALTER TABLE cust_refund DROP COLUMN crednum;
193 <li><b>IMPORTANT: After applying the second set of database changes</b>, run bin/dbdef-create again.
194 <li>create the conf.dbsrc/user_policy as appropriate for your site