[freeside-users] Upgrade database 1.5.8 => 1.7.2

[John Saunders]

Hi Richard,

Thanks a ton.

Yes, we are fortunate that our old server is still running. It was, in fact
a backup server that was sync'd every night.

I'll let you know as soon as I have tried your suggestions.

Thanks again.

Regards,

John

On Wed, Mar 5, 2008 at 8:14 PM, Richard Siddall <richard.siddall at elirion.net>
wrote:

> John Saunders wrote:
> > I've installed 1.7.2 on a new machine and now wish to migrate the
> database
> > from 1.5.8.
>
> You'll need to refer to these pages in the wiki while working through
> this:
>
> Upgrading to 1.7:
>
> http://www.freeside.biz/mediawiki/index.php/Freeside:1.7:Documentation:Upgrading
> Disaster recovery:
>
> http://www.freeside.biz/mediawiki/index.php/Freeside:1.7:Documentation:DisasterRecovery
>
> You're in the same situation as someone who is trying to recover from a
> disaster by installing 1.7.2 on a new machine, except that you can still
> get data off the old machine.
>
> I think the steps are:
>
> 1/ Dump the database on the 1.5.8 machine.  If you haven't made any
> changes since freeside-daily last ran, you can just use the backup it
> made.  Otherwise turn off anything that can modify the database and run,
> as the freeside user, "pg_dump $database > /path/to/backup.sql"
>
> 2/ Copy the database dump and all the configuration files from the 1.5.8
> machine to the 1.7.2 machine, including the dbdef file.  (Not just the
> contents of /usr/local/etc/freeside/conf*, but most files under
> /usr/local/etc/freeside; you don't need the Mason cache contents.)  Make
> sure the ownership of the files stays the same.
>
> 3/ Start PostgreSQL on the 1.7.2 machine and follow the steps in the
> disaster recovery guide to create a freeside database user and an empty
> freeside database:
>        su postgres -c 'createuser -P -A -d freeside'
>        su freeside -c 'createdb -E sql_ascii freeside'
>
> 4/ Load your database dump into the 1.7.2 machine:
>        su postgres -c 'psql freeside < /path/to/backup.sql'
>
> Your installation should now be in about the same state as if you had
> installed 1.7.2 over an existing 1.5.8 installation.  Follow the steps
> in the "Upgrading to 1.7" wiki page, except that you shouldn't have to
> actually install anything.  So, something like:
>
> 5a/ "Apply the following changes to your database:
> ALTER TABLE cust_pay_batch ADD COLUMN payinfo varchar(512);" and so on.
>
> 5b/ "Apply the following changes to your database (if you have a paymask
> column): UPDATE cust_main SET paymask = NULL WHERE paymask LIKE 'x%';"
>
> 5c/ "As the freeside UNIX user, run freeside-upgrade username, passing
> the username of an internal Freeside user."
>
> 5d/ "ACL bootstrapping:"
>
> 5e/ "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."
>
> 5f/ All the "Optional" database changes.
>
> Your 1.7.2 machine should now be upgraded, so it's time to check that
> the upgrade was successful and finish up.
>
> 6/ Restart httpd and try logging into Freeside.  You may find that your
> htpasswd file is corrupt and you have to restore it from the 1.5.8
> machine or just re-enter the passwords.
>
> 7/ Spot check the database to make sure it looks correct.  (I usually
> look at the GUI user's preferences, then list all the customers.)  Try
> making a minor change to make sure updates work.
>
> 8/ Check all your exports.  You'll probably have to regenerate SSH keys
> and upload them to all the machines you need to access via exports,
> self-service, etc.
>
> I hope this helps.  Let us know whether or not this works.
>
> Regards,
>
>        Richard Siddall
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