Difference between revisions of "Freeside:1.7:Documentation:Upgrading"

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* Install DateTime
 
* Install DateTime
 
* Install DateTime::Format::Strptime
 
* Install DateTime::Format::Strptime
−
* Apply the following changes to your database: <pre><nowiki>
+
* Apply the following changes to your database:  
 +
<pre>
 
ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512);
 
ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512);
 
UPDATE cust_pay_batch SET payinfo = cardnum;
 
UPDATE cust_pay_batch SET payinfo = cardnum;
Line 19: Line 20:
 
ALTER TABLE h_cust_pay_batch DROP COLUMN cardnum;
 
ALTER TABLE h_cust_pay_batch DROP COLUMN cardnum;
 
ALTER TABLE h_cust_pay_batch ALTER COLUMN exp DROP NOT NULL;
 
ALTER TABLE h_cust_pay_batch ALTER COLUMN exp DROP NOT NULL;
−
</nowiki></pre>
+
</pre>
−
* Apply the following changes to your database (if you have a paymask column): <pre><nowiki>
+
* Apply the following changes to your database (if you have a paymask column):  
 +
<pre>
 
UPDATE cust_main SET paymask = NULL WHERE paymask LIKE 'x%';
 
UPDATE cust_main SET paymask = NULL WHERE paymask LIKE 'x%';
−
</nowiki></pre>
+
</pre>
 
* <code>make install-perl-modules</code>
 
* <code>make install-perl-modules</code>
 
* As the freeside UNIX user, run <code>freeside-upgrade username</code>, passing the username of an internal Freeside user.
 
* As the freeside UNIX user, run <code>freeside-upgrade username</code>, 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.
 
* If freeside-upgrade hangs, try stopping Apache, all Freeside processes, and anything else connected to your database, especially on older PostgreSQL versions.
−
* <code>pg_attribute: permission denied executing: UPDATE pg_attribute</code> when running freeside-upgrade with Pg 7.3 or older?  Try this:<pre><nowiki>
+
* <code>pg_attribute: permission denied executing: UPDATE pg_attribute</code> when running freeside-upgrade with Pg 7.3 or older?  Try this:
 +
<pre>
 
ALTER TABLE cust_pay_batch ADD COLUMN payby char(4);
 
ALTER TABLE cust_pay_batch ADD COLUMN payby char(4);
 
ALTER TABLE h_cust_pay_batch ADD COLUMN payby char(4);
 
ALTER TABLE h_cust_pay_batch ADD COLUMN payby char(4);
 
ALTER TABLE cust_pay_batch ALTER COLUMN payby SET NOT NULL;
 
ALTER TABLE cust_pay_batch ALTER COLUMN payby SET NOT NULL;
 
ALTER TABLE h_cust_pay_batch ALTER COLUMN payby SET NOT NULL;
 
ALTER TABLE h_cust_pay_batch ALTER COLUMN payby SET NOT NULL;
−
</nowiki></pre>
+
</pre>
 
* ACL bootstrapping:
 
* ACL bootstrapping:
 
** <pre><nowiki>
 
** <pre><nowiki>

Revision as of 11:04, 13 April 2007

  • Perl 5.8.0 or newer is required. Perl 5.8.3 or newer is required if using RT.
  • Install DBIx::DBSchema 0.31 (or later)
  • Install HTML::Widgets::SelectLayers 0.06 (or later)
  • Install DBIx::SearchBuilder 1.34 (or later)
  • Install Color::Scheme
  • Install Data::Table
  • Install Lingua::EN::NameParse
  • Install Lingua::EN::Inflect
  • Install DateTime
  • Install DateTime::Format::Strptime
  • Apply the following changes to your database: 
ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512);
UPDATE cust_pay_batch SET payinfo = cardnum;
ALTER TABLE cust_pay_batch DROP COLUMN cardnum;
ALTER TABLE cust_pay_batch ALTER COLUMN exp DROP NOT NULL;

ALTER TABLE h_cust_pay_batch ADD COLUMN payinfo varchar(512);
UPDATE h_cust_pay_batch SET payinfo = cardnum;
ALTER TABLE h_cust_pay_batch DROP COLUMN cardnum;
ALTER TABLE h_cust_pay_batch ALTER COLUMN exp DROP NOT NULL;
  • Apply the following changes to your database (if you have a paymask column): 
UPDATE cust_main SET paymask = NULL WHERE paymask LIKE 'x%';
  • 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.
  • pg_attribute: permission denied executing: UPDATE pg_attribute when running freeside-upgrade with Pg 7.3 or older? Try this:
ALTER TABLE cust_pay_batch ADD COLUMN payby char(4);
ALTER TABLE h_cust_pay_batch ADD COLUMN payby char(4);
ALTER TABLE cust_pay_batch ALTER COLUMN payby SET NOT NULL;
ALTER TABLE h_cust_pay_batch ALTER COLUMN payby SET NOT NULL;
  • ACL bootstrapping: 


su
cd /usr/local/etc/freeside
chown freeside mapsecrets htpasswd




    •  As the freeside UNIX user, run bin/mapsecrets2access_user username, passing the username of an internal Freeside user.
      • 

    •  Using the web interface you can add more restrictive groups and move your employees into them.
    • 

  •  If you have any records in the cust_tax_exempt table, you *MUST* migrate them to the new cust_tax_exempt_pkg table.  An example script to get you started is in bin/fs-migrate-cust_tax_exempt - it may need to be customized for your specific data.
    • 

  •  Optional for better zip code report performance: 

CREATE INDEX cust_main16 on cust_main ( zip );
CREATE INDEX cust_main17 on cust_main ( ship_zip );


  •  Optional if you're using the new agent cust ref#s: 


CREATE UNIQUE INDEX cust_main18 ON cust_main ( agentnum, agent_custid );




  •  Optional to eliminate harmless but noisy warnings: 


UPDATE cust_main_county SET exempt_amount = 0 WHERE exempt_amount IS NULL;




  •  make install-docs (or make deploy if you've got everything setup for that in the Makefile)
    • 

  •  Perl module errors?  Try make clean then make install-perl-modules then make install-docs or make deploy again






					

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