Freeside:1.9:Documentation:Installation

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Introduction

Install Freeside on a firewalled, private server, not a public (web, RADIUS, etc.) server.

Please note that these are the 1.9 installation instructions. Do not attempt to use them to install 1.7/1.8, or edit them to correct differences with those releases.

Errata

Some minor changes are necessary when using MySQL; see http://freeside.biz/pipermail/freeside-users/2009-October/005946.html and http://freeside.biz/pipermail/freeside-users/2009-October/005948.html

There are also installation Guides for Debian 5.0 "lenny" and FreeBSD

Prerequisites

Packages

  • Perl, minimum version 5.8.4
  • Apache, SSL highly recommended)
  • mod_perl
    • mod_perl v2 is now supported.
    • If compiling your own mod_perl, make sure you set the EVERYTHING=1 compile-time option
  • A transactional database engine supported by Perl's DBI.
    • PostgreSQL is recommended (v7.2 or later, v8.1 or later recommended).
    • MySQL (v4.1 or later, v5 recommended) is supported. DBIx::DBSchema 0.35 or later is required.

Note: the above only applies to the database used by the Freeside software itself. Freeside can integrate with RADIUS and other servers running a different database than the backend.

  • teTeX and Ghostscript (included with most distributions) (Optional, enables typeset invoices)

Perl modules

Popular modules you might want to check your distribution for

Modules of Indeterminate Popularity

Less common modules

Optional modules

Installation

System User

  • Add the user and group `freeside' to your system.

Database User

  • Allow the freeside user full access to the freeside database.

with Postgresql: 

[ as postgres/pgsql user ]
$ createuser -P freeside 
Enter password for new role: 
Enter it again: 
Shall the new role be a superuser? (y/n) n
Shall the new role be allowed to create databases? (y/n) y
Shall the new role be allowed to create more new roles? (y/n) n

or with MySQL: 

$ mysqladmin -u root password 'set_a_root_database_password'
$ mysql -u root -p
mysql> GRANT SELECT,INSERT,UPDATE,DELETE,INDEX,ALTER,CREATE,DROP on freeside.* TO freeside@localhost IDENTIFIED BY 'set_a_freeside_database_password';

Database Access

  • Edit the top-level Makefile:
    • Configure the DATASOURCE to your DBI data source
      • Set the DB_TYPE (Pg or mysql)
      • See the DBI manpage and the manpage for your DBD for the exact syntax of your DBI data source.
    • Set DB_PASSWORD to the freeside database user's password.

Database

  • Add the freeside database to your database engine:

with Postgres: 

$ su freeside
$ createdb -E sql_ascii freeside

or with Postgres 8.3 +: 

$ su freeside
$ createdb -E LATIN1 freeside

or with MySQL: 

$ mysqladmin -u freeside -p create freeside

Perl Modules

  • Build and install the Perl modules: 
$ make perl-modules
$ su
# make install-perl-modules
  • Create the necessary configuration files:
$ su
# make create-config
  • If you are using typeset invoices, install fslongtable.sty:
$ su
# make install-texmf
  • Ensure Apache has mod_perl enabled and is set to run as User freeside. If you have other things being served by Apache on this machine (hopefully internal things), it is recommended to run a separate iteration of Apache as the freeside user.
  • Edit the Makefile and set FREESIDE_DOCUMENT_ROOT.
  • Run 
# make install-docs
  • Edit the Makefile and set APACHE_VERSION to 1 (mod_perl v1.XX), 1.99 (mod_perl v2 prereleases up to and including 1.999_21, shipped with Debian 3.1, CentOS/RHEL 4, others), or 2 (mod_perl v2 proper and prereleases 1.999_22 and later).
  • Edit the Makefile and set APACHE_CONF to the location of an Apache include directory (not a file). (If your Apache doesn't have an existing include directory, create one and add a line such as "Include /etc/apache/conf.d" to httpd.conf.)
  • Run 
# make install-apache

Note: Do not attempt to restart Apache (httpd) yet.

  • As the freeside UNIX user, run freeside-setup -d your.domain.name to create the database tables and initial data.
$ su freeside
$ freeside-setup -d example.com
  • Create the Freeside system users: 
$ su freeside
$ freeside-adduser -g 1 fs_queue
$ freeside-adduser -g 1 fs_daily
$ freeside-adduser -g 1 fs_selfservice
  • Create one or more Freeside users (your internal sales/tech folks, not customer accounts):
$ su freeside
$ freeside-adduser -g 1 username
$ htpasswd /usr/local/etc/freeside/htpasswd username
Password:

Additional users can be added using the same command or from the web interface.

  • freeside-queued was installed with the Perl modules. Start it now and ensure that is run upon system startup (Do this manually, or edit the top-level Makefile, replacing INIT_FILE with the appropriate location on your system and QUEUED_USER with the username of a Freeside user you created above, and run make install-init)
  • Restart Apache (httpd) and log into the web interface using the username and password you entered above.
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