Freeside:1.7:Documentation:Upgrading

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• 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
• Install Number::Format 1.50 (or later)
• 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