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 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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