Freeside:2.1:Documentation

Upgrading

Prerequisites

• 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 libdatetime-format-natural-perl libemail-sender-perl libemail-sender-transport-smtp-tls-perl libemail-simple-perl libmodule-versions-report-perl libhtml-defang-perl
• Or via CPAN

Freeside

• Edit the Makefile (copy/edit your old information from the previous version's Makefile when upgrading)
• 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

RT

• mv /opt/rt3/etc/RT_SiteConfig.pm /opt/rt3/etc/RT_SiteConfig.pm.3.6
  or add:
  Set($WebDefaultStylesheet, 'freeside2.1');
• In RT_SiteConfig.pm, every old-style variable (e.g. $RT::blah = x) must be changed to Set(blah,'x'), etc.
• make configure-rt; make deploy
• cd rt; su freeside -c '/opt/rt3/sbin/rt-setup-database --dba freeside --prompt-for-dba-password --action upgrade' WARNING: the freeside unix user must have write permission to the rt source directory
• Clear mason cache dir: rm -fr /usr/local/etc/freeside/masondata/obj

Restart

• Restart Apache and the Freeside daemons:

make deploy

Edit configuration

• 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.
• Add an "Invoice eligible for automatic collection" condition to all "Run card", "Run check" and "Add card or check to a pending batch" events.
• Create a new invoice send event, with the default conditions plus:
  • customer payment type "Credit card (automatic)" or "Electronic check (automatic)"
  • "Invoice ineligible for automatic collection"
• To fix Cc: and Bcc: on ticket comments, go to Configuration->Ticketing->Ticketing Global, click on "Scrips", and add a new scrip "On Comment Notify Other Recipients as Comment"

Changelog

• 2.1 Changelog
• 2.1.1 Changelog

Known Issues

• Bad RT links under Configuraiton -> Ticketing -> Ticketing Global? Make sure the URL section in /opt/rt3/etc/RT_SiteConfig.pm is new-style:

$RT::URI::freeside::URL = 'https://your/freeside/URL/';

$RT::URI::freeside::URL =~ m(^(https?://[^/]+)(/.*)$)i;
Set($WebBaseURL, $1);
Set($WebPath, "$2/rt");

• Ancient Firefox v2.x may have performance problems rendering RT? (who cares?)

Misc

• Is it necessary to create an fs_bootstrap user??
• New feature: Timed Rates