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
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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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* <code>make install-perl-modules</code>
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* [[Freeside:2.1:Documentation:Installation|New 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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* [[Freeside:2.1:Documentation:RT Installation|Integrated RT Installation]]
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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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* OS-specific installation guides (source)
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* <code>make install-docs</code>
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** [[Freeside:2.1:Documentation:InstallingOnDebian5|Debian 5.0 "lenny"]]
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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:InstallingOnDebian6|Debian 6.0 "squeeze"]]
 +
** [[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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* <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>
 
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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 CARD or CHEK
 
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** "Invoice ineligible for automatic collection"
 
  
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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]]
 +
* [[Freeside:2.1.3:Documentation:Upgrading|Upgrading from 2.1.2 to 2.1.3]]
 +
 
 +
= 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]]
 +
* [[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 07:11, 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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