Upgrading to 2.x

This documents describes the configuration changes that need to be made in order to upgrade from Taridium's ipbx 1.x to 2.x. If you want to make use of Taridium's integrated features, such as IVR, Groups, Dynamic Queueing etc., make sure to 'restore' the default ipbx v.2.x dialplan.

== Configuration Hints ==

Upgrade to v.2 is fairly straightforward - particular attention has to be paid to permissions when using Zaptel/DAHDI interfaces. ipbx v2 and related applications run as non-privileged users. Another important change is the fact that the ipbx package itself is now architecture agnostic (aka noarch RPM).

* Update repository accordingly to install ipbx:

  [core]
  name=taridium core repository
  baseurl=http://[username]:[password]@repo.taridium.com/centos/$releasever/core/$basearch/
  gpgcheck=1
  gpgkey=http://[username]:[password]@repo.taridium.com/centos/RPM-GPG-KEY-taridium5
  
  [core-noarch]
  name=taridium core noarch repository
  baseurl=http://[username]:[password]@repo.taridium.com/centos/$releasever/core/noarch/
  gpgcheck=1
  gpgkey=http://[username]:[password]@repo.taridium.com/centos/RPM-GPG-KEY-taridium5

For CentOS 4 replace http://[username]:[password]@repo.taridium.com/centos/RPM-GPG-KEY-taridium4

* perform yum upgrade (install ipbx)
* Always check that the database has been upgraded, running ipbx-config never hurts.
* Make sure that /etc/udev/permissions.d/zaptel.permissions on Centos 4.x has (also uncomment root perm in 50-udev.permissions) zap/*:asterisk:asterisk:660
* On CentOS 4.x make sure you enable the CentOS plus repository and check php.ini for the correct version of the Ioncube encoder.
* Make sure zaptel permissions are correct, especially /dev/zap (needs to be readable by asterisk)
* check that /etc/asterisk/* files are all present. Pay special attention to modules.conf, extconfig.conf and asterisk.conf, these can be usually copied over from /usr/local/ipbx/install/etc/asterisk since they are rarely customized.
* Check asterisk.conf for correct location of run directory (now always /var/run/asterisk)
* Disable the manager proxy usage in `pbx` table (mysql -> UPDATE pbx SET proxy=0;) and disable astmanproxy (process and startup). The package can be removed if not needed. E.g. rpm -e astmanproxy
* Make sure that ipbx service is running, (service ipbx restart) and that it's setup to start at boot, chkconfig ipbx on!
* remove crontab entry for ipbx v.1.2 (old tasker process)
* Go through dialplan and make sure all user/ scripts are updated with ipbx/ - E.g. user/stdexten.agi is now ipbx/stdexten.agi)
* If you want to use the built-in dialplan, go to the Admin GUI and select '''Configuration''' → '''Advanced Setup''' → '''Maintenance''' → '''Clear Dialplan and restore to default'''
* Check location of music-on-hold directory and adjust to /var/lib/asterisk/moh-native (also check config.php MOHDir variable to point to the former).
* Make sure all that all extensions have a feature table entry, otherwise extension calls will fail! If necessary use the User consolidation feature.
* Check that Voicemail options have been changed to | (pipe) syntax NOT sb124@default when upgrading from Asterisk 1.2
* Check that correct Caller ID variables are used: e.g. CALLERID(num) and CALLERID(name) and NOT CALLERIDNAME in your dialplan.
* Check that any G.729 codec modules and licenses have been updated if manually installed.
* Copy over /usr/local/ipbx/install/etc/asterisk/http.conf and /usr/local/ipbx/install/etc/asterisk/manager.conf to /etc/asterisk and check extconfig.conf for completeness (ensure that queue configuration is set for realtime). If in doubt copy from /usr/local/ipbx/install/etc/asterisk
* Possibly adjust sendmail masquerading if necessary, e.g.: MASQUERADE_AS(`example.com')dnl FEATURE(masquerade_envelope)dnl AND FEATURE(masquerade_entire_domain)dnl in sendmail.mc
* Add the following to the Integrated Features Configuration:
      [applicationmap]
      nway-start = *9,self/both,agi,ipbx/nway.agi
* Check if the system is bootproof (DAHDI/Zaptel/Wanrouter)