Difference between revisions of "Freeside:1.9:Documentation:Upgrading"

From Freeside
Jump to: navigation, search
(Possible gotchas)
(Upgrade instructions)
Line 11: Line 11:
 
* Start Apache, go to Configuration -> Employees -> Employee groups and add "Edit global billing events" to your group.
 
* Start Apache, go to Configuration -> Employees -> Employee groups and add "Edit global billing events" to your group.
 
* Run <code>bin/freeside-migrate-events</code> to migrate your (deprecated) invoice events to the new billing events.  Keep an eye out for anything which does not migrate.  ''Note: if you have problems with this step, fix the migration, restore the database from backup and start again from freeside-upgrade.  Do not continue on with the upgrade!''
 
* Run <code>bin/freeside-migrate-events</code> to migrate your (deprecated) invoice events to the new billing events.  Keep an eye out for anything which does not migrate.  ''Note: if you have problems with this step, fix the migration, restore the database from backup and start again from freeside-upgrade.  Do not continue on with the upgrade!''
 +
** If any of your events had reasons, you need to go in to new event config and manually set them.
 
* <code>make configure-rt</code>
 
* <code>make configure-rt</code>
 
* <code>mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.OLD; make install-rt</code>
 
* <code>mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.OLD; make install-rt</code>

Revision as of 15:07, 11 April 2009

Upgrade instructions

  • Upgrade HTML::Widgets::SelectLayers to 0.07 (or later)
  • Install Authen::Passphrase
  • Install Net::Domain::TLD
  • Install Business::US::USPS::WebTools
  • New packages/modules for RT 3.6.6: libxml-rss-perl libcalendar-simple-perl libgd-graph-perl libgd-text-perl libcss-squish-perl
  • 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.
  • make install-docs
  • Start Apache, go to Configuration -> Employees -> Employee groups and add "Edit global billing events" to your group.
  • Run bin/freeside-migrate-events to migrate your (deprecated) invoice events to the new billing events. Keep an eye out for anything which does not migrate. Note: if you have problems with this step, fix the migration, restore the database from backup and start again from freeside-upgrade. Do not continue on with the upgrade!
    • If any of your events had reasons, you need to go in to new event config and manually set them.
  • make configure-rt
  • mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.OLD; make install-rt
  • su freeside -c '/opt/rt3/sbin/rt-setup-database --action insert --datadir rt/etc/upgrade/3.5.1'
  • make install-docs (or make deploy if you've got everything setup for that in the Makefile)
  • 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.
  • Restart Apache and the Freeside daemons.

Possible gotchas

  • "RT at a glance" ("Ticketing Main") blank? Click "Edit" on the right, then click the "Reset to default" button.
  • Perl module errors? Try make clean then make install-perl-modules then make install-docs or make deploy again
  • "unapplypayments" fails existential comparison, or a similar deprecated config option such as "unapplycredits", "invoice_send_receipts", "report_template", "unvoid", "echeck-void"? Until the upgrade handles this better, just delete that config file (recent regression 3/2009... need to reintroduce all deprecated config in 1.9 Conf.pm???wtf)

Currently known issues

  • If you're using an early 1.9 snapshot from CVS, you may need to update the a column type in the conf table for freeside-upgrade to complete sucessfully:

PostgreSQL:

 ALTER TABLE conf ALTER COLUMN value TYPE text;

MySQL (?):

 ALTER TABLE conf ALTER COLUMN value TYPE text;
  • If you're using an early 1.9 snapshot from CVS and want to do CDR rating:

Postgresql:

 ALTER TABLE cust_bill_pkg_detail   ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE h_cust_bill_pkg_detail ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE rate_prefix ALTER COLUMN npa TYPE varchar(10);
 ALTER TABLE h_rate_prefix ALTER COLUMN npa TYPE varchar(10);

MySQL (?):

 ALTER TABLE cust_bill_pkg_detail   ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE h_cust_bill_pkg_detail ALTER COLUMN detail TYPE varchar(255);
 ALTER TABLE rate_prefix ALTER COLUMN npa TYPE varchar(10);
 ALTER TABLE h_rate_prefix ALTER COLUMN npa TYPE varchar(10);

Random wishlist

  • cust_main::retry_realtime optimization?
  • Use FCKeditor for config popups for textareas.
  • small_custview borders inside RT look janky
  • bin/fs-migrate-events doesn't make events that apply to a single agent into agent-editable events... perhaps it should?