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update source for project and note changes
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== PhreeBooks Accounting ==
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= PhreeBooks Accounting =
 
Author: Charles2008<br>
 
Author: Charles2008<br>
Source: http://forums.contribs.org/index.php/topic,50284.0/topicseen.html <br>
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Source 1: http://forums.contribs.org/index.php/topic,50284.0/topicseen.html <br>
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Source 2: http://www.phreebooks.com/documentation/how-tos/sme-server-phreebooks-install-howto/ <br>
    
{{Warning box| Before you use PhreeBooks Accounting in a business environment you must satisfy yourself that it is suitable and meets you organisation's needs and the needs of your business jurisdiction you must also ensure that your unique set-up and file permissions meet your requirements and are appropriate for your hosing environment. <br>
 
{{Warning box| Before you use PhreeBooks Accounting in a business environment you must satisfy yourself that it is suitable and meets you organisation's needs and the needs of your business jurisdiction you must also ensure that your unique set-up and file permissions meet your requirements and are appropriate for your hosing environment. <br>
 
<br>'''You use anything included here at your own risk'''.<br>
 
<br>'''You use anything included here at your own risk'''.<br>
 
}}
 
}}
=== Description ===
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== Description ==
PhreeBooks Accounting    (previously called PhreedomERP)                                         15th Oct.2013
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PhreeBooks is a web based (multi-user), OpenSource, double-entry ERP/accounting software.<br>
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{{Note box| Many changes in the project, visit https://github.com/phreebooks/PhreeBooksERP for more information and sources
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 +
}}
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PhreeBooks Accounting    (previously called PhreedomERP) is a web based (multi-user), OpenSource, double-entry ERP/accounting software.<br>
 
Demo:  http://www.phreebooks.com/pb-demo  ...  (demo, demouser)<br>
 
Demo:  http://www.phreebooks.com/pb-demo  ...  (demo, demouser)<br>
 
<br>
 
<br>
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In his own words - http://www.phreebooks.com/pb-forum/viewtopic.php?p=3178#p3178<br>
 
In his own words - http://www.phreebooks.com/pb-forum/viewtopic.php?p=3178#p3178<br>
 
<br>
 
<br>
''''''
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'''PhreeBooks aims to be a viable OpenSource alternative to Quickbooks and Peachtree/Sage.'''
PhreeBooks aims to be a viable OpenSource alternative to Quickbooks and Peachtree/Sage.
     −
=== Set-up on SME8 ===
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== Set-up on SME8 ==
 
   
 
   
 
{{Note box| PhreeBooks doesn't like 'hardened-PHP' (Suhosin)}}
 
{{Note box| PhreeBooks doesn't like 'hardened-PHP' (Suhosin)}}
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1. Create a Bookkeeping ibay  
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==Create a Bookkeeping ibay==
 
This will be the directory Phreebook will run from. You must create it from Server Manager<br>
 
This will be the directory Phreebook will run from. You must create it from Server Manager<br>
Information bay name - bookkeeping<br>
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Information bay name - '''bookkeeping'''<br>
 
Description – '''Phreebooks Accounting'''<br>
 
Description – '''Phreebooks Accounting'''<br>
 
Group – Admin    ...  (set user Group)<br>
 
Group – Admin    ...  (set user Group)<br>
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<br>
 
<br>
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2. Create a PhreeBooks database
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==Create a PhreeBooks database==
 
You can do it via  via command line or I use [[PHPMyAdmin]].
 
You can do it via  via command line or I use [[PHPMyAdmin]].
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In PHPMyAdmin:<br>
 
In PHPMyAdmin:<br>
 
Create database - '''phreebooks'''<br>
 
Create database - '''phreebooks'''<br>
Collation – utf8_general_ci<br>
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Collation – '''utf8_general_ci'''<br>
 
Create user: select ''''phreebooks'''' database from list on LHS > Privileges > Add User<br>
 
Create user: select ''''phreebooks'''' database from list on LHS > Privileges > Add User<br>
 
Choose a unique '''User Name''' and '''Password''' and (make sure that you have made a note of these!<br>
 
Choose a unique '''User Name''' and '''Password''' and (make sure that you have made a note of these!<br>
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3. Sort out OpenBaseDir restriction    (to allow files to be uploaded by PhreeBooks)
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Remotely get to command line of LAN SME8 server using ssh (secure shell):
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Open a terminal with root permissions (sudo su -  on my Linux PC)
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[/list]
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Code: [Select]
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ssh root@<server ip address> -L443:localhost:443
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(Qn. Is this the best way/secure?)
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Here are the excellent instructions:    'Modifying the PHPBaseDir setting for an ibay'
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http://wiki.contribs.org/PHP#Open_basedir_restriction
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  −
I can only add one tiny thing to these instructions; that if you get no response to No.1, then move straight on to the 3rd line of code in No.2. Like this:
     −
Code: [Select]
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'''Missing instruction about how to do it on CLI ''' that´s for LATER!
db accounts setprop bookkeeping PHPBaseDir /home/e-smith/files/ibays/bookkeeping/:/tmp/
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then don't forget to:
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Code: [Select]
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signal-event ibay-modify bookkeeping
     −
Stay logged on to  …
         +
==Sort out OpenBaseDir restriction==
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This is needed to allow files to be uploaded by PhreeBooks<br>
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You can read about this at [[PHP#Open_basedir_restriction]]
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 +
<br>
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Remotely get to console of SME8 server using ssh (secure shell)<br>
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Run 'sudo su -' on a Ubuntu PC use  '''Putty''' on Windows PCs.
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4. Create an upload directory in the Software ibay: (to receive your .zip file)
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  ssh root@'''<server ip address>''' -L443:localhost:443
cd to the <software ibay>/files and
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Code: [Select]
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mkdir phreebooks
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Stay logged on to  …
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Then run this:
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  db accounts setprop bookkeeping PHPBaseDir /home/e-smith/files/ibays/bookkeeping/:/tmp/
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  signal-event ibay-modify bookkeeping
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==Delete the index.html==
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rm /home/e-smith/files/ibays/bookkeeping/html/index.html
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5. Delete the index.html file: from the bookkeeping ibay
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==Get PhreeBooks==
Code: [Select]
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cd /home/e-smith/files/ibays/bookkeeping/html; dir
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…  there it is. Now delete it:
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Code: [Select]
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rm index.html
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Code: [Select]
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exit
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  cd /home/e-smith/files/ibays/bookkeeping/files/
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  wget http://sourceforge.net/projects/phreebooks/files/latest/download?source=directory
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that will download latest version from PhreeBook site, now unzip it using:
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6. Upload the PhreeBooks .zip file:
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  unzip <filename>
I am sure that you could cd to the upload directory in 4. and wget the .zip file straight to the created upload directory. e.g.
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wget http://sourceforge.net/projects/phreebooks/files/latest/download?source=directory
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However, I use a Linux desktop and the following instructions are for this:
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for today that would be:
Download .zip file from either of the two sources above. Secure copy .zip file to server:
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cd to Download directory on PC
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Code: [Select]
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scp <file to upload> root@hostname:<destination path e.g. /home/e-smith/files/ibays/<software ibay>/files/phreebooks>
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(Qn. Is this the best way/secure?)
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…  replace <placeholders> with YOUR directory names.
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  unzip PhreeBooksR36RC2.zip
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there should be 2 entries similar to this:
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  PhreeBooksR36RC2
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  PhreeBooksR36RC2.zip
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7. Unzip the PhreeBooks .zip file:
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One it´s the originally downloaded file (version can be newer) and other the directory with unzipped content.
ssh into LAN server as in 3. above.
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cd to upload directory, e.g.
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Code: [Select]
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cd /home/e-smith/files/ibays/<software ibay>/files/phreebooks
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unzip the uploaded file: (copy the file name exactly from server– right click, copy/paste)
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Code: [Select]
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unzip PhreeBooksR36RC2.zip
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  …  frenzy of unpacking
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See what's there:
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==Put files on right directory and right permissions==
Code: [Select]
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dir
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there should be 2 entries;
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PhreeBooksR36RC2  PhreeBooksR36RC2.zip  …  (one directory and the original  .zip file).
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Stay logged on to  ...
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  mv phreebooks/* ../html/
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  chown -R www:www /home/e-smith/files/ibays/bookkeeping
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  chmod -R 0750    /home/e-smith/files/ibays/bookkeeping
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==Install and configure PhreeBooks using browser==
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8. Copy the PhreeBooks programme files over:  (to the bookkeeping ibay)
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Open a browser and type:
cd into the  PhreeBooksR36RC2 directory, and copy the entire directory contents across using tar:
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  http'''s'''://<server ip address>/bookkeeping
Code: [Select]
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tar cf - . |(cd /home/e-smith/files/ibays/bookkeeping/html; tar xvf -)
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Stay logged on to  ...
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9. Set file 'ownership' and  'permissions' for installation:
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File ownership:
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Code: [Select]
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chown -R www:www /home/e-smith/files/ibays/bookkeeping
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File permissions: 
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During PhreeBooks install /my_files and /includes need to have write permissions for the web server.
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Pre-install:
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ssh into LAN server and at the command line:
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Code: [Select]
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chmod -R 0750 /home/e-smith/files/ibays/bookkeeping
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Code: [Select]
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exit
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     −
10. Install and configure PhreeBooks:
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{{Note box| Please be patient, this can take 30 seconds or so (depending on processor speed etc )}}
Open a browser and type:
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https://<server ip address>/bookkeeping
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... be patient, this can take 30 seconds or so (depending on processor speed etc )
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follow the on-screen instructions.
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Now follow the on-screen instructions.
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==Post-install adjustments==
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11. Post-install adjust file permissions, delete install directory:
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After install, the web server needs RO access to all directories except /my_files which needs write access also for writing company specific files. <br>
After install, the web server needs access to all directories for reading only, except /my_files which needs write access also for writing company specific files. Once you have the normal PhreeBooks desktop view (with dropdown menus across the top of the screen) then rename or delete the Install directory and make Includes/configure.php read only.  
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Once you have the normal PhreeBooks desktop view (with dropdown menus across the top of the screen) then rename or delete the Install directory and make Includes/configure.php read only. <br>
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Post-install:
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  mv /home/e-smith/files/ibays/bookkeeping/html/install  /home/e-smith/files/ibays/bookkeeping/html/install.old
ssh into LAN server and at command line rename the install directory:
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Code: [Select]
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mv /<path to bookkeeping ibay>/html/install  /<path to bookkeeping ibay>/html/install.old
   
    
 
    
or delete it:
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or  
Code: [Select]
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rm -rf install
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Adjust file permissions:
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Code: [Select]
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chmod -R 0551 /home/e-smith/files/ibays/bookkeeping
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Code: [Select]
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chmod -R 0750 /home/e-smith/files/ibays/bookkeeping/html/my_files
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Code: [Select]
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chmod  0400 /home/e-smith/files/ibays/bookkeeping/html/includes/configure.php
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edit - I am investigating whether the 0551 file-permission above can be lowered to 0550 IF the user can pre-establish membership of a 'Group', i.e. by password protecting the ibay.
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  rm -rf /home/e-smith/files/ibays/bookkeeping/html/install
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All other files (not directories):   ...  now, I haven't tried this yet. However, I think that this should work - if you think you need it.
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And configure rigth file permissions:
chmod  0441 /home/e-smith/files/ibays/bookkeeping/<path to file>
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edit - I need to investigate this (possibly 0440)
      +
chmod -R 0551 /home/e-smith/files/ibays/bookkeeping
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chmod -R 0750 /home/e-smith/files/ibays/bookkeeping/html/my_files
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chmod  0400  /home/e-smith/files/ibays/bookkeeping/html/includes/configure.php
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{{Note box| I am investigating whether the 0551 file-permission above can be lowered to 0550 IF the user can pre-establish membership of a 'Group', i.e. by password protecting the ibay.}}
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12. There is a To-Do list on the PhreeBooks landing page.
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I hope it works now. :)
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NOTE - I have read that on some hosting the Users and Groups are defined by the hosting company - IMHO this may well effect the file permissions required.
      
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[[Category:Howto]]
 
[[Category:Howto]]
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