Freeside - User contributions [en]

Freeside:Support:Consultants

2012-01-03T03:31:26Z

Reverse22:

= Introduction =

Commercial installation, customization, support and training services are offered through Freeside Internet Services. See [http://www.sisd.com/freeside/services.html Freeside Commercial services].

The following consultants or companies also offering commercial services have asked to be listed. If you would like to list yourself or your company, simply edit the Wiki and add yourself. An example template is at the bottom of the list.

Inclusion on this list (in either section) in no way implies an affiliation or endorsement of any kind.

= Core developers =

This section lists companies or consultants which employ/are core developers.

== Freeside Internet Services, Inc. ==
URL: http://www.freeside.biz/freeside/ 
Core developers: Ivan Kohler, Jeremy Davis, Mark Wells 
Location: Offices in Truckee, California and Monroe, Louisiana 
Contact: +1 415 462 1624 ext 1 / sales@freeside.biz 
Payment methods accepted: Credit card, Check, Paypal, Wire transfer 
Additional information: Founded by original software author, employs other core contributors. 

== Jason Hall ==
Jason Hall 
URL: http://halls.lug-nut.com/jayce/ 
Location: Eagle Mountain, UT 
Contact: / jayce (at) lug-nut dot com / jabber - gtalk at email address 
Payment methods accepted: Check, Wire, Cash 
Handle: Jayce^

= Others =

This section lists companies who offer Freeside-related consulting services, but who do not employ any core developers or contributors.

== Direct Leap Technologies, Inc. ==
URL: [http://www.directleap.com/?from=sisd.com http://www.directleap.com/] 
Location: Toronto, Canada 
Contact: 1 (416) 405-8073 
We provide integration with large-scale and highly-available telephony systems and service provider infrastructure. 

...add yourself here...

== Example Company (template) ==
John Doe 
URL: http://www.example.com/your/company/url/if/any 
Location: in Townsville, Country 
Contact: phone / email / IM details / whatever you want 
Payment methods accepted: Paypal 
Additional information: Wrote the patch for blah blah blah.

= Old =

This section lists companies who previously offered Freeside-related consulting services, but who seem to be out of business or unreachable.

== Shiv Kumar ==
URL: http://www.outbackwifi.com 
Contact:shivkumarAToutbackwifi.com +91-11-26141600,+91-9312878533 
Location: New Delhi, India 
Consultant for Freeside+RT for over 2 years
Specializing in remote installation, configuration & commissioning on Linux & Solaris 
Payment: Electronic Transfer, Paypal 
Rates: Can be discussed 

== Emsys Technologies ==
URL: http://www.emsys.co.in 
Location: Hyderabad, India 
Contact: info@emsys.co.in 
Payment methods accepted: Paypal, wire transfer
[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

Freeside:Documentation:FAQ

2012-01-03T03:31:16Z

Reverse22:

= General Questions =

== What is Freeside's license? ==
:As of Freeside 1.7.3, Freeside is licensed under the [http://www.fsf.org/licensing/licenses/agpl-3.0.html GNU Affero General Public License (AGPL)], version three or later. Prior versions were licensed under the terms of the [http://www.gnu.org/copyleft/gpl.html GNU General Public License (GPL)], version two or later.

:At your option, the '''client side''' of the self-service component (all files in <code>fs_selfservice</code>) may also be licensed under the [http://www.gnu.org/copyleft/gpl.html GNU General Public License (GPL)], version three or later.

== What databases are supported by Freeside? ==
:[http://www.postgresql.org PostgreSQL] 7.x/8.x is recommended.

:[http://www.mysql.com MySQL] (v4.1 or later, v5 recommended) is supported starting with Freeside 1.7.3. DBIx::DBSchema 0.35 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.''

== How does Freeside compare to A2Billing ==

Despite both projects doing "asterisk billing", they're actually more complimentary than overlapping. A2billing is an Asterisk-based soft-switch optimized for offering telephony services (specifically calling card, callback and wholesale services), while Freeside is a back-office customer database and customer portal with CDR processing, invoicing, taxation, reports, credit card processing, trouble ticketing, and so on.

= Installation Questions =

== How do I avoid "<code>Badly formed sub country data</code>" errors from freeside-setup? ==
:Before running freeside-setup, run:
<code>export LANG=C</code> (sh, bash, zsh, etc. shells)
<code>setenv LANG C</code> (csh or tcsh shell)

== Is mod_perl version 2 (and 1.99) (and its associated Apache 2.x) officially supported by Freeside? ==
:mod_perl version 2 (and 1.99) are supported. Set APACHE_VERSION in the Makefile as appropriate.

== I'm trying to run Freeside on a <nowiki>VirtualHost</nowiki>, and I get "not running uid freeside" errors. ==
:Your mod_perl-enabled Apache instance must run as user "freeside." This means that the entire server instance must be running as user "freeside," which is accomplished through a server-level <code>User freeside</code> directive. You ''cannot'' just put <code>User freeside</code> within a <code>VirtualHost</code> block (try running <code>ps -auxwww</code> and you'll see that the apache processes are owned by the server-level specified user, not the virtual host-level specified user).

:Since "scripts" run under mod_perl are run in-process by the embedded perl interpreter and are not executed in a separate process as CGI scripts, you cannot use suEXEC to obtain a different username in <nowiki>VirtualHost</nowiki> context.

:The recommended configuration is to run a '''separate''', mod_perl-enabled Apache instance on a private, firewalled backend server, '''not''' on a public webserver.

== My Apache logs say (or a command says): <code>Can't locate <SomeModule>.pm in @INC (...)</code> ==
:Install the Perl module the error references. If the module is not listed in the [[Freeside:1.9:Documentation:Installation#Perl_modules|installation instructions]], edit the documentation and add it.

== After installing mod_perl, my Apache logs <nowiki>say:</nowiki> [error] Can't locate Apache.pm in @INC (...) ==
:Install Apache::Request

== After installing mod_perl, my Apache logs <nowiki>say:</nowiki> "Can't locate mod_perl.pm in @INC" (...) ==
:Include the path to mod_perl.pm by editing apachectl and specifying it.
:An example is below (adjust to your needs):
<pre>
-- near the top of apachectl --
PERL5LIB=$PERL5LIB:/more/paths/to/search:/directory/of/mod_perl:/even/more/places
export PERL5LIB
-- end of apachectl modifications --
</pre>

== "Host Key Verification Failed" errors, how do I resolve these? ==

:This error occurs when freeside tries an unattended login via ssh. The .ssh/known_hosts file on the freeside host must contain entries for the target host(s). You must ssh into the target host as users root and freeside using the IP or hostname/fqdn specified in the export and/or server commands (passwd, sign-up, self-service). You cannot have an IP based entry in the known_hosts file and then use a hostname for the exports etc., the verification will fail. Or you can change the sshd_config file directive <nowiki>IgnoreUserKnownHosts</nowiki> from no to yes. But caution, this will expose your system to security threats if your keys are compromised.

== I cannot add a user account. I see <nowiki>Error:</nowiki> Can't find svc_acct.domsvc in svc_domain.svcnum. What do I do? ==
:Follow the directions in docs/admin.html exactly. You have failed to "Add your own domain." Create a package containing a svc_domain service. Sell it to yourself. Provision it with your domain. Edit the service definition for the svc_acct service and set it to Default or Fixed and your domain. ''Note: Freeside-setup in 1.7.X and later will have added the first domain already.''

== What's causing this error running the self-service client and server? ==
:<pre>Magic number checking on storable file failed at ../../lib/Storable.pm (autosplit into ../../lib/auto/Storable/fd_retrieve.al) line 349, at ...</pre>
:* Mismatched versions of Storable.
:** http://search.cpan.org/perldoc/Storable#files
:** <code>perl -MStorable -e 'print $Storable::VERSION,"\n";'</code> 
:* Something's not running as freeside.
:** Eg, the signup server script panics != freeside, returning 0 bytes of input back. Version appears <code>undef</code>, and doesn't match.
:* The remote machine is not in the known hosts file 
:** <code>ssh-keygen -F hostname</code> no output means it's not found. Does not verify known key compares.
:* The ssh key used is either passphrase protected, or the key is not running in ssh-agent 
:* Known or suspected issue with FreeBSD + Storable. Try FileCache instead. 

== I can't add the first service definition - the "Please wait, Server processing job..." popup comes up and nothing happens. ==
:Make sure freeside-queued is running.

= VMware appliance questions =

== What is the login for the VMware appliance? ==
:For both the web interface and shell access:
:Username: guest
:Password: guest

== What is the root password for the VMware appliance? ==
:The guest user has sudo access

== How do I run the VMware appliance on ESX/ESXi/Server/VSphere ==
:The stock demo is meant to be used with Player, Workstation or Fusion.

:However, you should be able to convert the disk type with VMware Converter or the command-line vmkfstools to a type recognized by ESX/ESXi/Server/VSphere.

:Unfortunately, due to the way VMware disks work, we had to make a choice between a compressed image that would be small enough for people to use on their desktops or a large image compatible with ESX/ESXi/Server/VSphere/etc.

= Upgrade Questions =

== "Ticketing Main" / "RT at a glance" is empty ==

: Click the "Edit" button on the right, then click "Reset to defaults".
: If nothing happens and it is still blank, run this command from the 1.7->1.9 upgrade and then try again:
<pre>su freeside -c '/opt/rt3/sbin/rt-setup-database --action insert --datadir rt/etc/upgrade/3.5.1'</pre>

= Misc Questions =

== freeside-daily warnings ==

;Q. freeside-daily emits warnings like:
<pre>
WARNING: Skipping "pg_group" --- only table or database owner can VACUUM it
</pre>
:;Should I be concerned?
::No. These messages are harmless.

;Q. freeside-daily emits warnings like:
<pre>
Use of uninitialized value in pattern match (m//) at /usr/share/perl5/Mail/Internet.pm line 535.
Use of uninitialized value in sprintf at /usr/share/perl5/Mail/Internet.pm line 540.
</pre>
:;Should I be concerned?
::No.

== What's the purpose of the Self-Service Server and how does it work? ==
:The Self-Service server is run on a separate, public box. The Freeside server connects to it via SSH. When a user comes to the Self-Service Server, he logs in and his username and password are authenticated against a Service (svc_acct) in a Package that is active for his Freeside customer record. The Self-Service Server then gets a session ID which it uses in communicating with the Freeside server for purposes of working on this user's customer record.

:It is intended to provide, out of the box, a way to have users sign up for a package and cancel that package. Recent additions have begun to make it possible also to add packages to an existing user and list those packages that user has purchased. The Self-Service Server system comes with some ready-made CGIs that handle the most basic of these tasks for you. The main thing to realize about it is that the customer must have a Package with a Service of type account set up with a username and password so that he may log in.

:Current additions have also added additional capabilities including a web services and PHP API, an example VoIP-focused implementation with voicemail, CDRs, etc. in addition to the usual selfservice features.

== Using Cisco NAS devices, RADIUS session history does not show IP addresses, and search by IP address does not work. What's wrong? ==
:Use the "<code>aaa accounting delay-start</code>" command on Cisco NAS devices to instruct them to report IP addresses to RADIUS.

== HTML invoices have extra characters (typically boxes or diamond-shaped question marks). What is the cause and how do I fix this? ==
:Remove the Apache configuration directive <code>AddDefaultCharset UTF-8</code> from your configuration. Note that on current Debian installs (4.0/etch) this may have been added as a default in /etc/apache2/conf.d/charset</code>.

== Why are some packages unavailable as a ''first package'' for a new customer? ==
:Packages with no svc_acct or svc_phone services are ignored. Add the customer without a first package, then use "Order New Package" on the customer view page.
:Packages with more than one svc_acct or svc_phone service with quantity 1 need one of them set as the default service (it's a radio button during setup/configuring the package)
:For signups, you can choose svc_acct (the default) or svc_phone by changing the signup_server-service configuration option.

== Is Freeside PCI Compliant? ==
: It can be, but that mostly depends on how you set yours up individually. What hardware you use, where your server is, who you allow access, how do any of your programs interact with freeside, and via what networks and protocols. You need to setup and use [[Freeside:1.9:Documentation:Administration:Encrypted_Credit_Cards|encrypted credit cards]].
: Freeside gives the tools necessary for its part, but much of PCI compliance is in your infrastructure.

= Configuration Questions =

== How do I set a minimum UID/GID? ==
:Edit /usr/local/etc/freeside/counters.[datasource]/svc_acct.uid . This is Freeside-wide, not specific to any export driver.

== How do I setup prepaid packages? ==
:Minimum verison 1.5.8 is required.

:To create a package with one hour of '''usage''', set "seconds" in the service definition to "default" and "3600", OR, use prepaid cards with the desired duration. You also need to a usage-capable export setup (currently sqlradius, sqlradius_withdomain or radiator), and you need to make sure "freeside-sqlradius-radacctd" is running (uncomment the section that starts it in your init script).

:To create a pacakge with one week of '''availability''', set the package definition to the "Prepaid, flat rate" price plan, and set the Recurring fee frequence to "weekly".

:These can be used separately or together.

== How do I limit the type of credit-cards displayed on the sign-up form (and elsewhere)? ==

:* Go to the Configuration -> Settings page
:* Click on Edit Configuration
:* Click on the Billing section
:* Edit the "card-types" configuration value (make sure not to edit the cvv2-save configuration value by accident)
:* On the Freeside machine, run "/etc/init.d/freeside restart"

== How do I reduce the width of HTML invoices (printing with IE8)? ==

:* Go to the Configuration -> Settings page
:* Click on Edit Configuration
:* Click on the Billing section
:* Edit the "invoice_html" configuration value.
:* About 13 lines down, edit the line that looks like this and change the <code>WIDTH=</code> to <code>625</code>:
<pre>
<table class="invoice" bgcolor="#ffffff" WIDTH=768 CELLSPACING=8><tr><td>
</pre>

= Really Old Questions =

== Using <nowiki>DBD::Pg 1.40</nowiki>, I receive an <code>Use of uninitialized value in die</code> or <code>syntax error at or near "$1"</code> error when running freeside-setup or after upgrading <nowiki>DBD::Pg</nowiki> ==
:<nowiki>DBD::Pg 1.40</nowiki> has a grave bug (http://rt.cpan.org/NoAuth/Bug.html?id=12004) which causes these errors. Please use 1.41 or later (1.32 is also okay).

== When building software prererquisites for Freeside, which combinations are known to break/fail? ==
:Any: DBD::Pg 1.32 with DBI 1.42 fails "make test". DBI 1.41 is ok. ''Update: Test failures are harmless, DBI::Pg 1.32 works fine with DBI 1.42.''

:<nowiki>FreeBSD</nowiki> ports sometimes has trouble with perl and modules:
# <nowiki>IPC::ShareLite</nowiki> (used in selfservice for 1.5.x) may coredump. Reported on <nowiki>FreeBSD</nowiki> 4 and 5 with various perl versions. Update: as of 1.5.7, "selfservice_server-session_module" configuration value can be set to "<nowiki>Cache::FileCache</nowiki>" instead and <nowiki>IPC::ShareLite</nowiki> will not be necessary.
# <nowiki>Storable</nowiki> may be broken due to the new "-D64bitint" flag that is compiled into perl. Reported on <nowiki>FreeBSD</nowiki> 4.10 and perl 5.8.4.

== What's the purpose of the Session Server? ==
:It records sessions (ie. login + logout, etc), so that the database can tell who is logged on at any given time. These days, most folks use a RADIUS server such as [http://www.freeradius.org/ FreeRADIUS] which includes an SQL session database instead of using the Freeside session server.

== How do I enable a second address (service/shipping address) in an existing database? ==
:For 1.7.X and later, freeside-upgrade should enable shipping addresses automatically.

:For older versions, apply the following changes to your database:
<pre>
ALTER TABLE cust_main ADD COLUMN ship_last varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_first varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_company varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_address1 varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_address2 varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_city varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_county varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_state varchar(80) NULL;
ALTER TABLE cust_main ADD COLUMN ship_zip varchar(10) NULL;
ALTER TABLE cust_main ADD COLUMN ship_country char(2) NULL;
ALTER TABLE cust_main ADD COLUMN ship_daytime varchar(20) NULL;
ALTER TABLE cust_main ADD COLUMN ship_night varchar(20) NULL;
ALTER TABLE cust_main ADD COLUMN ship_fax varchar(12) NULL;
CREATE INDEX cust_main4s ON cust_main ( ship_last );
CREATE INDEX cust_main5s ON cust_main ( ship_company );
ALTER TABLE h_cust_main ADD COLUMN ship_last varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_first varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_company varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_address1 varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_address2 varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_city varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_county varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_state varchar(80) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_zip varchar(10) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_country char(2) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_daytime varchar(20) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_night varchar(20) NULL;
ALTER TABLE h_cust_main ADD COLUMN ship_fax varchar(12) NULL;
CREATE INDEX h_cust_main4s ON h_cust_main ( ship_last );
CREATE INDEX h_cust_main5s ON h_cust_main ( ship_company );
</pre>

:And run <code>bin/dbdef-create</code> username.

== What should I do if a question in this section actually helped? ==

: Upgrade. :)
[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

Freeside:Documentation:Accounting

2012-01-03T03:31:05Z

Reverse22:

== Accounting Features ==
FreeSide is an excellent billing system, and with a little SQL knowledge, just about any feed can be created to build journals in quickbooks, etc. Here are a few of the FreeSide features that make accounting types happy.

* Full Activity History (Audit Trail)
* Revenue recognition to the second (Although you probably DON'T want to do this)
* Ability to track revenue in multiple ways
*# True Accrual Recognize/Defer w/ Bad Debt Allowance
*# True Cash Based
*# Hybrid - Accrue/Defer revenue once cash is recieved
* Full Accounts Recievable w/ aging reports
* Lazy Pay Support
* Organize by Business Unit and Track Cash Independently

== Accounting Tables and Fields ==
;part_pkg : Packages, generally referred to as a sku. For FreeSide this is a collection of services, at a price for a period, billed using a pricing plan.
;cust_main : Customer Record
;cust_pkg : Customer Purchased Skus
;cust_bill : Customer Invoice
;cust_bill_pkg : Customer Invoice Line Items - The cust_bill_pkg record has the invoice start and end date for this item. This allows you to recognize the line item to the second (Although I find month to be more convenient)
;cust_pay : Customer Payment - This record contains enough information (at least on cybersource)to be able to reconcile with your payment processor.
;cust_bill_pay : Links the payment to the invoice - This doesn not link the payment to the line item. You will have to define your business rules for how you want the accounting for each line item.
;cust_credit : Credit applied to a customer. Generally this is recorded as a sales discount. The notable exception is the unused service credit. It looks alot like cash - even more so in a true accrual system.
;cust_credit_bill : Credit application to an invoice. See the caveat above for payment applications.

Generally using these tables, you can get most everything required to create daily journals.

== Daily Journals vs. Raw Data ==
Since the beginning of time, accounting types have argued over the amount of data to keep in an operational system and how much detail to transfer to the accounting system. All I can say is that reconciling two systems is very difficult and daily summaries make it easier. Your milage may vary.

== See also ==

* Setting up [[Freeside:1.7:Documentation:Accounting:CrystalReports | Crystal Reports]]

* How [[Freeside:1.7:Documentation:Dates | Dates]] are stored

[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

Freeside:1.9.2:Changelog

2012-01-03T03:30:52Z

Reverse22:

= Notes =

This is the changelog for the 1.9.2 point release.

For additional changes since 1.7, see [[Freeside:1.9:Changelog]]

For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup&pathrev=FREESIDE_1_9_BRANCH the source ChangeLog]

= Core team =

* Mark Wells is now a member of the core team.
* Kristian Hoffman has been moved to the Core Emeritus

= Backend database support =

* MySQL is now fully supported (schema changes, elimination of DISTINCT ON, LONGTEXT for configuration table)
* Add freeside-daily -u option to re-enable Pg VACUUMing - starting with 1.9, VACUUMING is not run by default anymore, as auto-vacuum is enabled in most current Pg packages

= Billing =

== Commissioning ==

* Employee commissioning
* Agent commissioning

== Invoices ==

* Add cust_bill-consolidate_services config option to collapse multiple services into as few lines as possible on invoices
* Fix sub-totals in sectioned invoices
* Fix incompatibility w/invoice_sections vs. cust_bill_pkg.pkgnum -1 "virtual line item" (rare, not created in normal installs)
* Format CDR durations as XXm YYs instead of ZZ.ZZm and improve appearance of CDR records
* Add sections for usage, per svc_phone and ability to fold like line items into one
* Display package locations on invoices, and use for grouping line items.
* Option for due date rather than invoice date on prior unpaid line items
* Option for aging on invoice

== Payment gateways ==

* Add PaymenTech batching scripts for automatic transfer and update PaymentTech batch support
* Add recent gateways to agent gateway selection: Jety, Elavon, SagePay, WorldPay, and fix extra space on PlugnPay, PPIPayMover, Protx
* Added RBC batching support for Royal Bank of Canada ACH Direct Payments Service
* Fix refunds with IPPay
* Use business-onlinepayment-description config in the non-package case

== Taxes ==

* Internal tax system: Bulk tax changes
* Vendor tax system: CCH tax data updates

== Misc ==

* Late fee ability to specify package class in the event instead of a global config, and fix for case when no package class is setup.
* Fix problems sending a package-specific payment receipt when taxes are in use
* Add option to reconcile old unapplied payments as "breakage"
* freeside-daily: Add ability to specify multiple agentnums and disable_cron_billing config option
* Performance improvements on CDR billing
* Have "Bill now" cancel expired (and suspend adjourned) packages, and catch and return errors in all cases.
* Fix rare "illegal divison by zero" edge case when applying things and weights are in use.
* Variable-length prepaid cards

= Ticketing =

* Add queue selection dropdown to customer ticket creation
* Update integrated RT to version 3.6.10
* Fix Makefile RT_SiteConfig.pm substitution
* Fix search box hints clearing from within RT

= Customers =

* Added links to package and service reports for a customer
* Added option to search on address1
* Added config option to allow apostrophes in invoice email addresses
* Added customer file attachments
* Fix cust_main-package-years config option controlling number of years of old one-time charges to display
* Added ability to edit referring customer
* Added WYSIWYG editor for customer notes

= Packages =

== Features ==

* Add ability to bulk increment package bill dates from the results of any package search

== Bug fixes ==

* UI changes to make it impossible to add a start date to a package that already has a setup fee (can still remove an existing start date causing problems)
* Fix initial value of agent types when cloning a package definition
* Package order: fix sort of packages when class selection changes, better filtering of available packages
* Fix bulk package order with one package changing to one new package (was mostly obsoleted by direct change link)

= Services =

== Accounts ==

=== Communigate Pro ===

* Overhaul of [http://www.communigate.com/ Communigate Pro] support, adding domain, forward and mailing list integration and many new settings.

=== Exports ===

* Add customer information to shellcommands and derived exports
* RADIUS exports: Add Cleartext-Password option to radius-password configuration setting

=== Misc ===

* Add default-password-encoding option to encrypt passwords upon entry
* Add overlimit_groups agent-specific config, overriding export-specific overlimit_groups

=== Bug Fixes ===

* Fix removing a flag from a service definition column
* Fix problems using inventory for UID and other fields controlled by check subs in svc_acct, svc_www, svc_domain and svc_forward
* Fix time/bandwidth restrictions getting double added if using rollover and the service is provisioned before first billing from the backend

== VoIP ==

* VoIP/CDR billing: add connection fee for N seconds option to rate tables
* Add an individual E911 location to every phone service
* Fix searching for service phone numbers and strip punctuation and country code if present

=== PBX services (svc_pbx) ===

* New svc_pbx service for tracking customer PBXes
* Phone numbers/DIDs (svc_phone) and users (svc_acct) can be linked to PBXes

=== Thirdlane support ===

* Integration with the [http://www.thirdlane.com/ Thirdlane] multi-tenant PBX

=== Grandstream support ===

* Support for configuring Grandstream devices

=== Netsapiens ===

* Netsapiens CDR format and import script
* Added domain name option to Netsapiens export

=== Dash Carrier Services ===

* E911 integration with Dash Carrier Services

=== Sansay ===

* Sansay CDR import fixes

== Domains ==

* OpenSRS export enhancements

== Features ==

* Add mailing list service (svc_mailinglist)
* Add "Always put usage details in separate section" option for termination charging
* Add (back) "manual selection from inventory" option for svc_broadband, svc_external and svc_phone

== Bug Fixes ==

* Fix searching and viewing non-svc_acct unlinked services
* Fix problems using inventory for UID and other fields controlled by check subs in svc_acct, svc_www, svc_domain and svc_forward. Also fix problems using inventory for svc_external.title
* Fix inventory links to non-svc_acct services.
* Fixed editing broadband service with no IP address

= Self-service =

== Features ==

* A bunch of new easy skinning options available from backend config, without editing templates
* Per-agent skinning without keeping multiple copies of the templates
* Add apply option to realtime_collect API function
* Add create_ticket API function
* Option to uncheck the "save this payment information" checkbox by default

== Bug Fixes ==

* Don't show duplicate 'Credit card' or 'Check' choices even when signup_server-payby has CARD & DCRD (or CHEK & DCHK) set
* Fix "unknown package" error on package orders
* Fix "Insecure dependency in require" on signup - use modules in signup.cgi instead of template
* Fix usage details pulling from wrong account for customers who have multiple accounts

= Reporting =

== A/R Aging ==

* A/R aging as of a past date
* Process payment links on the aging report

== Customer report ==

* Add ability to search on "payment expiration before"
* Add ability to search on invoice terms

== Package report ==

* Add "not yet billed" status
* Fix customer address fields

== Invoice report ==

* Add ability to search on ranges of charged and/or owed

== Payment and Refund reports ==

* Add refund report
* Add ability to search by employee to payment/refund reports

== Sales report ==

* Add average per customer option
* Line item detail: separate out the invoice and payment info into multiple columns, and fix application date showing as payment date

== Event report ==

* More reporting options for failed events.
* Fix report w/ selection of customer status

== Misc ==

* Better prepaid income reporting, with per-agent breakdown and line-item detail
* Fix agent link in unused prepaid card report
* Form 477 reporting improvements
* Fix for termination reporting under Pg 8.3+
* Proper CDR batch table speeds up CDR reporting
* Fix filename for Excel report export
* Fix MIME type for CSV files

= Misc =

== Features ==

* date_format configuration option is now used to control date displa
* Switch to Email::Sender, adding support for SMTP auth and encryption.
* "Time worked" enhancements: date selection for time worked queue, reporting
* Add cust_pkg-change_pkgpart-bill_now option to bill the new package immediately on package changes. Useful for prepaid situations with RADIUS where an Expiration attribute based on the package must be present at all times
* Add queued-sleep_time config option
* Start reorganizing Configuration->Settings sections
* SNOM autodial integration
* Confirm before close on the quick payment entry page

== Bug Fixes ==

* Fix inventory upload
* Have freeside-queued be more resilient when the database has gone away
* Fix package category upgrades
* Quick payment entry fixes browser-remembered results for customers subsequently UPPERCASED by USPS validation.
* On upgrades, output SQL statements as they're run instead of all at once

== Upstream ==

* Update overlibmws to upstream version 281 (Jan 20, 2010)
* Update FCKEditor to upstream version 2.6.6
[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

Freeside:1.7:Documentation

2012-01-03T03:30:42Z

Reverse22:

= Installation and upgrades =

== Backend Installation ==

* [[Freeside:1.7:Documentation:Installation|New Installation]]
* [[Freeside:1.7:Documentation:RT Installation|Integrated RT Installation]]
* OS-specific installation guides (source)
** [[Freeside:1.7:Documentation:InstallingOnDebian|Debian 4.0 "etch"]]
** [[Freeside:1.7:Documentation:InstallingOnDebian5|Debian 5.0 "lenny"]]
** [[Freeside:1.7:Documentation:InstallingOnCentOS4|CentOS 4.x (and Red Hat Enterprise Linux 4.x)]]
** [[Freeside:1.7:Documentation:InstallingOnFreeBSD|FreeBSD]]
* OS-specific installation guides (packages)
** [[Freeside:1.7:Documentation:InstallingUsingAPT|Debian packages]]
** [[Freeside:1.7:Documentation:InstallingUsingRPM|CentOS/RHEL RPM packages]]
** [[Freeside:1.7:Documentation:InstallingUsingYaST|SuSE Linux Enterprise Server (SLES) RPM packages]]

== Signup and Self-service installation ==

* [[Freeside:1.7:Documentation:Self-Service Installation|Signup/Self-service Installation]]

== Distributor guides ==

* [[Freeside:Documentation:CreatingRPMRepo|Creating your own repository with Freeside RPMs]]

* [[Freeside:Documentation:MirroringRPMRepo|Creating and using a mirror of the Freeside Internet Services RPM repositories]]

* [[Freeside:Documentation:RPMBuildSystem|Documentation on the RPM build system]]

== Upgrading ==

* [[Freeside:1.7:Documentation:Upgrading|Upgrading to 1.7]]
* [[Freeside:1.7.3:Documentation:Upgrading|Upgrading to 1.7.3]]
* [[Freeside:1.7.4:Documentation:Upgrading|Upgrading to 1.7.4]]
* [[Freeside:1.7:Changelog|1.7 Changelog]]
* [[Freeside:1.7.3:Changelog|1.7.3 Changelog]]
* [[Freeside:1.7.4:Changelog|1.7.4 Changelog]]

= User's Guide =

* [[Freeside:1.7:Documentation:User|User's Guide]] (help wanted)
* [http://www.sisd.com/~ivan/freeside-slides Training presentation slides]

= Administrator's Guide =

* [[Freeside:1.7:Documentation:Administration|Administrator's Guide]]
* [[Freeside:Documentation:DisasterRecovery|Disaster Recovery]]
* [[:Category:Freeside:1.7:Documentation:Template|Templates]] used and their fill in variables.

= Developer's Guide =

* [[Freeside:1.7:Documentation:Developer|Developer's Guide]]

= Accounting Guide =

*[[Freeside:Documentation:Accounting|Accounting Guide]]

= Misc =

* [[Freeside:Documentation:FAQ|Frequently Asked Questions]]
* [[3rd_party_software|Third-party software]]

{{ContextSensitiveHelp}}
[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

Freeside:1.7.4:Changelog

2012-01-03T03:30:34Z

Reverse22:

= Notes =

This is the changelog for the 1.7.4 point release.

For additional changes since 1.7.2, see [[Freeside:1.7.3:Changelog]]

For a more detailed, raw log of changes, see [http://freeside.biz/cgi-bin/viewvc.cgi/freeside/ChangeLog?view=markup&pathrev=FREESIDE_1_7_BRANCH the source ChangeLog]

= Core team =

* Jeremy Davis is now a member of the core team.

= Binary packages =

* Experimental packages are available for SLES (SuSE) in addition to Debian and RHEL/CentOS.
* RPM packages now show the full version number instead of the series and RPM release date.

= Trouble ticketing =

* Fix attachment MIME types.

= Reports =

* Enhanced Sales/Credits/Receipts report/graph: make net receipts clickable, add gross & net cashflow, separate gross/net refunds
* Big speedup on A/R report
* Added customer status to advanced customer report

= Packages =

* Quantity option for one-time charges

= Billing =

== Payment history ==

* Refactored payment history slightly, add refund receipts, have "unapplied" refunds show like other unapplied/open things.
* payment and credit applications have separate "apply to refund" choices now, and no auto-refund choice in the invoice dropdown
* Fixed masking of CC and ACH info on voided payment display

== Invoices ==

* Added tear-off coupon
* Lined up CDR display in columns
* Added option to show service address
* Added option for postal invoice fee, with exclusion for one-time charges
* Added "diable_previous_balance" option to omit previous balance, payment, and credit lines on invoices
* Added invoice number to filename of invoices emailed as PDF attachments
* Fixed typeset invoice when service definition names contain chars that need to be latex escaped
* Changed width of default HTML invoice to 625 in an attempt to print without cutting off the prices in IE8
* Added ACL and ability to delete invoices to the web interface.

== Receipts ==

* For check payments, show "Check #" not "Billing #"

== Events ==

* Added a "balance over" option to agent-specific invoice send event
* Spaced out event edit layout for less confusion
* Changed default weight of cancel & comp events to 80 and 90, so you can place them at the same time as a final realtime event.

== Agent payment gateways ==

* Updated the dropdown list of agent payment gateways with currently available Business::Onlinepayment modules

== Misc ==

* Added freeside-void-payments script for returned check processing
* freeside-daily: Added -m option for multi-process billing via job queue (backported from 1.9).
* Use business-onlinepayment-description config in all cases if present (backported from 1.9)
* freeside-daily: don't skip vacuuming when using -k
* Fix real-time ACH voids with IPPay and jety: backport ECHECK_void_requires_account handling

= Usage =
* add handling of ChilliSpot (and CoovaChilli) Max attributes, specifically ChilliSpot-Max-{Input,Output,Total}-{Octets,Gigawords}
* require usage warning thresholds to be set explicitly via svc_acct-usage_threshold config (don't default them to 80%)
* Add the ability for prepaid packages to have usage limits and cancel or suspend if they're hit

= Broadband =

* Re-drag address and router even farther into the century
* Add svc_broadband-manage_link config option to embed a link to the device's web interface

= Exports =

== OpenSRS ==

* New export to OpenSRS enabling registration and renewal of domains.

== RADIUS ==

* On upgrade, automatically seed last login/logout from sqlradius databases
* Start freeside-sqlradius-radacctd by default

= Misc =

* "Bulk email" feature
* Welcome to the future, default to Apache 2
* Added (enabled with config) ability to edit agent_custid
* Added a config option for the maximum number of job queue jobs to run concurrently
* Selfservice realtime_collect (backport from 1.9)
* address1-search config option, enables search of the address field from customer search
* Added queued-sleeptime config
* Handle DBIx::DBSchema 0.38 (backport)

= Bug fixes =

* Fixed self-service with remembered (masked) CC and ACH data
* Fixed using new payment duplicate stuff with cc encryption
* Upgrade fixes for very old databases
* Agent-virtualize customer # portion of quick payment entry
* Fixed "illegal query 0" error when cancelling customers
* Use IPC::Run to run pslatex & add a timeout, this should prevent hanging on template errors
* Fixed the random "HylaFax support has not been configured" error, caused by cust_bill->fax getting called instead of cust_main->fax field
* Fixed rare extra ticket showing up on wrong customer record
* Fixed harmless vestigial select box on svc_www add/edit
* Fixed visual regression not displaying package and comment on date editing
* Fixed self-service agent-specific invoice logos
* Set a character encoding for all pages; this should fix problems with diamond question marks even when the server gets an UTF-8 default setting
* Fixed bulk email sending error when selecting a single customer payment type
* Fixed inventory upload
* Made it possible to use inventory for UIDs instead of counters.
* Fixed address field display on advanced package search
* fix rare "Illegal division by zero" error applying things when using weights

[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]

3rd party software/Asterisk

2012-01-03T03:29:02Z

Reverse22:

[[Category:3rd_party_software]]

Asterisk can be used as Soft Switch (among many other things). Freeside can examine recorded CDR data for subscriber billing purposes.

== cdr_pgsql ==

Call detail records are stored by asterisk (by means of the cdr_pgsql extension) into a [[postgres]] database of our choice. We will need to edit <code>/etc/asterisk/cdr_pgsql.conf</code>, add the asterisk user to postgres, add rights for asterisk to access the cdr table, and verify settings actually work.

=== cdr_pgsql.conf ===

This is our example config file. You will need to change the password to suit your install.

<pre>; Sample Asterisk config file for CDR logging to PostgresSQL

[global]
hostname=postgres
port=5432
dbname=freeside
password=FIXTHIS
user=asterisk
table=cdr ;SQL table where CDRs will be inserted
spool=pgsql.spool</pre>

=== pg_hba.conf ===

This <code>pg_hba.conf</code> sample is only a snippet of the ACL to permit asterisk to connect.

<pre># TYPE DATABASE USER CIDR-ADDRESS METHOD
hostssl freeside asterisk 10.14.0.0/24 md5</pre>

'''Reload postgres'''

<pre>freeside:~# /etc/init.d/postgresql-8.1 reload
Reloading PostgreSQL 8.1 database server: main.
freeside:~#</pre>

If you forget these steps, you might see this error message on the asterisk console (or logs) after the call is finished. (eg, at hangup)

<pre>Feb 20 21:39:52 ERROR[4322]: cdr_pgsql.c:89 pgsql_log: cdr_pgsql: Reason: FATAL: no pg_hba.conf entry for host "10.141.0.5", user "asterisk", database "freeside", SSL off</pre>

See Also: [http://www.postgresql.org/docs/8.1/interactive/client-authentication.html#AUTH-PG-HBA-CONF pg_hba.conf at postgres.org] for more information on Postgres client authentication.

=== Create asterisk pg user ===

As the postgres superuser, create a non-privileged asterisk user, and set the password saved in <code>cdr_pgsql.conf</code>.

<pre>postgres@freeside:~$ createuser -P asterisk
Enter password for user "asterisk":
Enter it again:
Shall the new role be a superuser? (y/n) n
Shall the new role be allowed to create databases? (y/n) n
Shall the new role be allowed to create more new roles? (y/n) n
CREATE ROLE</pre>

=== psql login test ===

We login to the database from the asterisk server to verify our setup is (so far) working okay. '''pghostname''' is the postgres host where your freeside database is.

<pre>pbx:~$ psql -h pghostname -U asterisk freeside
Password for user asterisk:
Welcome to psql 8.1.11, the PostgreSQL interactive terminal.

Type: \copyright for distribution terms
\h for help with SQL commands
\? for help with psql commands
\g or terminate with semicolon to execute query
\q to quit

SSL connection (cipher: DHE-RSA-AES256-SHA, bits: 256)

freeside=>
</pre>

=== GRANT asterisk permissions ===

We are allowing asterisk limited access to the Freeside database. Freeside isn't expected to have GRANT permissions on the freeside database. Connect as the [[postgres superuser]].

Code snippet to '''GRANT''' selective permissions to asterisk.

<pre>GRANT INSERT ON cdr TO asterisk;
GRANT UPDATE ON cdr_acctid_seq to asterisk;</pre>

The psql client will respond similar to this:

<pre>freeside:~# su - postgres
postgres@freeside:~$ psql freeside
Welcome to psql 8.1.11, the PostgreSQL interactive terminal.

Type: \copyright for distribution terms
\h for help with SQL commands
\? for help with psql commands
\g or terminate with semicolon to execute query
\q to quit

freeside=# GRANT INSERT ON cdr TO asterisk;
GRANT
freeside=# GRANT UPDATE ON cdr_acctid_seq to asterisk;
GRANT
freeside=#</pre>

=== Reload cdr_pgsql ===

Changes to the cdr_pgsql.conf only need a reload of the <code>cdr_pgsql.so</code> module for changes to be applied immediately.

<code>asterisk -rx "reload cdr_pgsql.so"</code>

=== Make a test call ===

If your asterisk configuration is able to make calls, place a test call that applies to your needs of freeside and asterisk (eg, a sample call that would be billed).

=== Verify new data records ===

We check for CDR entries to confirm our call progress is being recorded properly.

<pre>freeside=# SELECT acctid,calldate,src,dst,duration,billsec,disposition from cdr;
acctid | calldate | src | dst | duration | billsec | disposition
--------+------------------------+------------+-------------+----------+---------+-------------
1 | 2008-02-20 15:40:00+00 | 8005550149 | 18004664411 | 19 | 0 | NO ANSWER
2 | 2008-02-20 15:48:52+00 | 8005550149 | 18004664411 | 14 | 10 | ANSWERED
(2 rows)

freeside=#</pre>

=== Troubleshooting ===

Trouble may arise due to insufficent permissions, invalid username or password in the config files, failure to reload cdr_pgsql after settings are updated, and a number of other related factors. The system logs and asterisk console are a good starting point when attempting to isolate underlying causes of your issue.

This sample was due to insufficent '''GRANT''' permissions to asterisk on the cdr_acctid_seq object.

<pre>Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:159 pgsql_log: cdr_pgsql: Failed to insert call detail record into database!
Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:160 pgsql_log: cdr_pgsql: Reason: ERROR: permission denied for sequence cdr_acctid_seq
Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:161 pgsql_log: cdr_pgsql: Connection may have been lost... attempting to reconnect.
Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:164 pgsql_log: cdr_pgsql: Connection reestablished.
Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:170 pgsql_log: cdr_pgsql: HARD ERROR! Attempted reconnection failed. DROPPING CALL RECORD!
Feb 20 15:37:40 ERROR[3404]: cdr_pgsql.c:171 pgsql_log: cdr_pgsql: Reason: ERROR: permission denied for sequence cdr_acctid_seq</pre>

== Related Topics ==
* [[Freeside:1.7:Documentation:Administration:VoIP]]
[[Category:svc_phone]]

== See Also ==
* [http://en.wikipedia.org/w/index.php?title=Telephone_switch Telephone Switching] on Wikipedia.
* [http://www.voip-info.org/wiki/view/Asterisk+cdr+pgsql voip-info.org asterisk cdr_pgsql howto]
* [http://www.postgresql.org/docs/manuals/ Manuals at postgres.org]

[http://www.prlog.org/11289974-phone-number-lookup-verizon-phone-number-reverse-lookup-to-get-information-you-need-quickly.html reverse lookup]

[http://thetvtopc.com/Reverse_Cell_Phone_Lookup_Number reverse phone lookup]