Installing Messaging Server 4.0

Installing Messaging Server 4.0
for UNIX

This page was last updated on January 30, 1999.

This document describes the steps required for installing Messaging Server 4.0 on a UNIX platform. For information about known problems with this release, please see the release notes.

This document covers the following topics:

Installation Overview

A Netscape Directory Server is required to run Messaging Server 4.0. If you do not have a Directory Server, you can install one as described in Installing the Directory Server.

Once you have a Directory Server, the Messaging Server archive files contain everything you need to install this release of the Messaging Server, including:

Messaging Server Supported Platforms

This release of Netscape Messaging Server 4.0 supports the following platforms:

The requirements are as follows:

Solaris

Hardware Requirements:

If you are operating an existing Messaging Server 3.x in "single-copy" mode, you may need temporary disk space equal to at least double the size of the message store. If installation fails and the log reports a lack of space problem, additional temporary disk space is needed.

Software Requirements:

Solaris 2.6 with recommended patches
See: http://sunsolve.sun.com/sunsolve/pubpatches/patches.html

Accounts, Groups, and Administrators

The following accounts, groups, and administrators are referred to in these installation procedures:

Directory Server Roles

Unix System Accounts

Using the Installation Interface

You can use the following navigation controls to maneuver through the installation interface:

NOTE: Enter comma-separated lists of numbers (1, 2, 3, ...) for selection of multiple items.

Important Notes

The following section contains pertinent information you should consider when determining your installation configuration.

Summary of the Basic Installation Procedures

This release of Messaging Server 4.0 provides a Common Install program for performing the installation process. Common Install provides a consistent installation interface and procedure across the entire Netscape server product set and is the same installation program used by the other Netscape 4.0 servers.

Also provided in this release of Messaging Server 4.0 are tools for completing and upgrading your installation, for stopping and starting various server processes, migrating existing users to an upgraded server, and so forth. Instructions for using these installation tools are provided in the relevant sections of this document.

There are five basic steps involved for installing Messaging Server 4.0:

  1. Gather your installation and basic configuration information.
  2. Transfer the Server files.
  3. If you do not have Directory Server 3.x up and running, install it now.
  4. Configure Your Directory Server 3.x for Messaging Server 4.0.
  5. Run the installation program and install the servers.

The following sections provide detailed information about these steps.

Step 1: Gathering Your Installation Information

Before beginning the installation process, it is helpful to gather the installation and configuration information you will need. The information you need will differ according to the type of installation level you select. You can choose one of three installation levels:

The sections below provide checklists of the information you need to complete the various installation levels. There are three checklists corresponding to the installation levels. The three checklists are as follows:

Express Installation Checklist

You will need the following information to complete the installation procedure for any of the installation levels:

Typical Installation Checklist

In addition to the information in the Express Checklist, you need the following information to complete the Typical Installation procedure:

Custom Installation Checklist

In addition to the information in the Basic/Express Checklist and Typical Checklist, you will need the following information to complete the Custom Installation procedure:

Step 2: Transferring the Messaging Server Installation Files

  1. Transfer the Messaging Server installation archive to a working directory on your system.
    Copy the appropriate archive file from the distribution CD or download it from the special online site to an installation directory on the machine that will host Messaging Server 4.0. For example, a directory named /tmp/msg4archive. There are separate archive files for each supported operating system. The archive filename identifies the supported operating system.

  2. Unpack the Messaging Server archive after transferring it.

    Where archive identifies the platform archive file you chose to transfer. Note the dash at end of the command.

    Status messages are displayed as the archive is unpacked.

  3. Create a Messaging Server installation directory and go to that directory.
    For example,

  4. Tar the unpacked Messaging Server files into the installation directory /tmp/msg4install.

    Status messages are displayed as the files are transferred. Several subdirectories are created.

  5. Go to the msg subdirectory.

  6. Copy the msgldif archive file to an installation directory on the machine hosting the Directory Server.

    The filename of this archive is in the form:

    For example, to copy the archive file for the Solaris operating system to a /tmp/ds3archive directory on the machine hosting the Directory Server:

  7. On the Directory Server machine, go to the installation directory.
    For example:

  8. Unpack the msgldif_archive.tar file.

    Status messages are displayed as the files are unpacked.

    Step 3: Installing a Directory Server

    You must have Netscape Directory Server 3.x installed before you can install the Messaging Server. Netscape recommends that you upgrade to Directory Server 3.12 if you have not already done so. For more information, see the release notes. Netscape Directory Server 3.12 is available from the download site at http://home.netscape.com/download/.

    The following is a basic outline of the Directory Server installation process. For detailed instructions on how to perform more complex installations, refer to the Directory Server Readme and installation documentation.

    Note: Part of the Directory Server installation process is specifying the SuiteSpot user and group. The default user and group is nobody because they are assumed to exist on all Unix systems. However, Netscape recommends creating a special user and group for this purpose rather than accepting the default. To specify a non-default user and group, you need to create the user and group before beginning the installation process.

    1. Login as root.

    2. If you have not already done so, transfer the Directory Server installation archive to an installation directory on the machine that is to host the Directory Server.

      Directory Server installation archives can be copied from a distribution CD or downloaded from the Netscape Products web site (http:/home.netscape.com/download).

      There is a separate archive file for each supported operating system. The archive files have names that follow the pattern: archive.tar.gz, where archive identifies the operating system.

      These instructions assume that you have transferred the Directory Server archive to an installation directory named /tmp/ds3archive.

    3. Go to the installation directory.

        root# cd /tmp/ds3archive

    4. Unpack the Directory Server archive.

        root# gunzip -c archive.tar.gz | tar xvf -

      Note the dash at end of the command.

    5. Run the Directory Server setup program.

      Begin the installation process by running the Directory Server setup program from the operating system command line, as follows:

        ./ns-setup

    6. You are asked if you agree to the license terms. You must enter yes (or simply y) to proceed.

    7. Enter Directory Server installation information as prompted by the setup program.

      Be sure to write down the values that you enter. You will use these values again in the Messaging Server installation process.

      Default values are shown enclosed in square brackets. You can accept the default value by pressing Enter, or you can type in an alternative value.

      • Server root [/usr/netscape/suitespot]

        This is the server-root directory into which Directory Server will be installed. If you are installing Directory Server 3.x on the same machine as the Administration and Messaging 4.0 Servers (which is not recommended), you must install the Directory Server in a server-root that is different from the server-root used for the Messaging and Administration servers. The directory you specify here is the value referred to as the server-root throughout the rest of these installation instructions.

      • Machine's name [default]

        This is the fully qualified host name of the Directory Server machine. For example, dirsrv1.airius.com.

      • SuiteSpot User [nobody]

        This is the default user ID under which servers are to be run. Netscape recommends that instead of accepting the proposed default that you create a special user and group for running Netscape servers. The SuiteSpot user must already exist before you enter that user ID here. See SuiteSpot User and Group for additional information.

      • SuiteSpot Group [nobody]

        This is the default group which will own files shared by various servers. The SuiteSpot group must already exist before you enter it here. See SuiteSpot User and Group for additional information.

        At this point, files are extracted.

      • Administration port [nnnn]

        This is the port the Administration server is to access. It must be unique port that is not used by any other application. You can choose any port between the numbers 1024 and 65535.

      • Run Administration Server as [root]

        This is the user ID under which the Administration Server is to run. Netscape recommends that you accept root. These instructions assume that you are using root. See Administration Server User for additional information. Note that the Administration Server User does not have the same functionality in Directory Server 4.0x as in Directory Server 3.x. You may wish to review the Administration Server User definition to determine whether to run the Administration Server User as root.

      • Enter path to 2.x version of Netscape Administration Server root: [/usr/ns-home]

        This prompt asks if you have Directory Server version 2.x instance that you wish to upgrade to this 3.x version. If you do not have a 2.x Directory Server, accept the default and proceed. If you do have a 2.x server, enter the path to the 2.x installation.

      • Server Administrator ID [admin]
        Password:
        Password (again):

        This user is to have administration privileges on the Administration Server. For 3.x servers this is the Suitespot Administrator, for 4.x it is the Configuration Administrator. The default for both is admin, but you are free to select any user ID you wish. This user ID has to already exist. See Suitespot Administrator or Configuration Administrator for additional information.

      At this point the installation process starts up the Directory Server. Status messages are displayed.

    8. Press a key to continue.

      The URL for administering the Directory Server through a web browser is reported.

    9. At the Web browser [netscape] prompt, accept the default or enter the command line name of the browser you will use to configure the servers.

      The installation procedure then loads the browser and the appropriate URL. (If you will be using a web browser from a Windows or Macintosh computer, or a remote system, enter NONE here and then manually launch the browser and go to the URL reported above.)

    10. Chose Create New Netscape Directory Server.

    11. Use your browser to fill in the information at the web page prompts to create the server instance.

      • Server Name

        This is the hostname of the machine on which the Directory Server is running. For example, dirsrv1.airius.com.

      • Server Port

        This is the port that the server instance is to use. The port you select cannot be used by any other application on this machine. The default is 389.

      • Server Identifier

        This is a unique name that identifies the server instance. By default this is the machine name without the domain name (dirsrv1), but it can be any name you choose. If you have more than one instance on the same machine, each must have a different identifier.

      • Server User Name

        This is the user ID for the account under which the Directory Server is to run. You can leave this blank, in which case it will run as root.

      • SuiteSpot Administrator's ID [admin]
        Password:
        Password (again):

        This is the administrator for all 3.x servers. This prompt is only used to configure this Directory Server instance for SuiteSpot 3.x. When installing Messaging Server 4.0, Netscape recommends leaving this prompt blank.

      • Directory Suffix

        This is the root of an LDAP tree under which your directory information is stored. The default is o=Airius.com, but you should change this to the suffix you use for your directory root.

      • Unrestricted User
        Password:
        Password (again):

        This is the Directory Manager. The default is cn=Directory Manager. See Directory Manager for additional information.

    12. Choose OK.

    You can also use this web page for additional Directory Server tasks as needed.

    At this point, no additional Directory Server configuration steps are required before proceeding to Step 3.

    Note however, that if you are using a Directory Server 3.x you must prepare that Directory Server for the Administration and Messaging Server 4.0 installation after you have transferred the Messaging Server files. The nsds3setup utility is provided for this purpose. See Step 4: Configuring a 3.x Directory Server for Messaging Server 4.0 for details.

    For additional instructions on Directory Server installation and further configuration refer to the following document(s):

    Step 4: Configuring a 3.x Directory Server for Messaging Server 4.0

    Messaging Server 4.0 requires a Netscape Directory Server. Messaging Server can use any Netscape Directory Server regardless of the operating system platform or version the Directory Server is running on. In other words, while Messaging Server requires either Solaris 2.6, or HP/UX 11.00, the Directory Server platform does not matter.

    If your Directory Server is version 3.x, you must configure it for Messaging Server 4.0.

    • If your Directory Server 3.x is running on a Solaris 2.5.1 or 2.6, or HP/UX 11.00 platform, Netscape recommends that you use the nsds3setup utility to configure it as described in Using nsds3setup to Configure a Directory Server 3.x below.

    • If your Directory Server 3.x is running on any other platform or version, you must manually configure it as described in Manually Configuring a Directory Server 3.x below. In other words, if your Directory Server is running on a Windows NT, IRIX, LINUX, or other platform, or running on SunOS or Solaris versions earlier than 2.5.1 or HP/UX versions earlier than 11.00, you cannot use the nsds3setup utility and must manually configure it for Messaging Server 4.0.

    You will need to know the following information to configure a 3.x Directory Server for Messaging Server 4.0:

    • The Directory Server server-root
      This is the directory into which you installed the Directory Server. The default is: /usr/netscape/suitespot.

    • The Netscape Administrator user ID
      This is the user ID or distinguished name of the administrator who has administration privileges for the Netscape Registry and Netscape Console. This must be a unique user ID.

    • The Netscape administrator password
      This is the password for the user account specified as the Netscape Administrator.

    Using nsds3setup to Configure a Directory Server 3.x

    You can use the nsds3setup utility to configure a 3.x Directory Server for Messaging Server 4.0 if the Directory Server is running on either Solaris 2.5.1 or 2.6, or HP/UX 11.00. This utility performs basic configuration procedures, generates the necessary configuration files, and refreshes the Directory Server.

    To configure a Directory Server 3.x for installation of Messaging Server 4.0, run nsds3setup from a command line prompt as follows:

    1. Shut down the Directory Server that you will be configuring.

    2. Backup (or export) your data.
      (This step is optional, but recommended.)

    3. Log in as root or setuid to root on the Directory Server machine.

      You must have superuser privileges in order to run the nsds3setup command.

    4. Go to the Directory Server installation directory.

      This is the directory on the Directory Server in which you unpacked the msgldif archive file as described in steps 5 through 8 of the "Transferring the Messaging Server Installation Files" section. In these instructions, the example we are using is /tmp/ds3archive.

    5. Run the nsds3setup command.

        ./nsds3setup

    6. Enter the required information at the prompts.

      Enter the information as prompted by the utility. Default values are shown enclosed in square brackets. You can accept a default value by pressing Enter, or you can type in an alternative value and then press Enter. To change a "Yes" or "No" prompt, simply type in "y" or "n" followed by Enter. Be sure to write down the values that you specify.

      • Do you wish to continue [yes]

        Enter yes (or simply y to continue.

      • Directory server root [/usr/netscape/suitespot]
        This is the directory where the Directory Server is installed. If you installed a new Directory Server as described in Step 2, enter the same directory name you entered in response to the Server root prompt. This directory is the value referred to as the server-root throughout the rest of these installation instructions.

      • Messaging Server schema in the directory server appears to be up to date. Do you wish to update the schema anyway [y]?
        This prompt appears only if nsds3setup has already been run once on this server. If you answer yes, the previous schema files are overwritten with new files.

      • Do you wish to configure this directory for Server Config [y]?
        Configuration information for Netscape servers is stored on a Directory Server under an Administration domain, in the base suffix o=NetscapeRoot. If this is the first time you have run nsds3setup on this Directory Server, or if you want to set up additional Configuration Administrators or Administration domains, answer yes for this Directory Server 3.x instance to be prepared for server configuration tasks.

      • Do you wish to use this directory for managing Users/Groups [y]?
        Answer yes, to prepare this Directory Server 3.x instances for managing users and groups. This Users/Groups base DN will be created if it does not already exist, and the Users/Groups Administrator account will be set up.

      • Please enter the Directory Administrator's DN [cn=Directory Manager]
        Please enter the Directory Administrator's Password

        This is asked if you chose to prepare this server for either server configuration of users and groups administration (or both). This is the Directory Manager. If you installed a new Directory Server as described in Step 2, this is the user ID you entered in response to the Unrestricted User prompt during the ns-setup procedure. The default is cn=Directory Manager. See Directory Manager for additional information.

      • Please enter the Configuration Administrator's uid [admin]
        Please enter the Configuration Administrator's Password
        Enter the Configuration Administrator's Password again to verify
        This is the user ID that will be used to administer your Messaging Server. The default is cn=admin. See Configuration Administrator for additional information.

      • Please enter the Administration Domain under which Server Configuration will be stored [default]
        This is only asked if you answered "yes" to the "..configure this directory for Server Config" prompt. All server configuration is managed under the suffix o=NetscapeRoot on the Directory Server used for server configuration. Enter the domain that you want used for this purpose on this Directory Server. For example, airius.com. Note that you can create multiple administration domains under which your server can be installed. For example, you can host servers under administration domains airius.com and acme.com.

      • Users and groups prompt

          Users/Groups directory URL [ldap://default]
          This is only asked if you answered "yes" to the "..use this directory for managing Users/Groups " prompt, and "no" to the "..configure this directory for Server Config" prompt. Enter the LDAP URL to the Users/Groups directory server that you wish to use. For example, ldap://users.airius.com:389/o=airius.com.

          Please enter the base suffix under which the Users/Groups data should be setup [o=Airius.com]
          This is only asked if you answered "yes" to both the "..use this directory for managing Users/Groups " and "..configure this directory for Server Config" prompts. Enter the base suffix that you wish to use. The base suffix will be created if it does not already exist. Anonymous search will be enabled on this base suffix.

      • Please enter the Users/Groups Administrator's uid [admin]
        Please enter the Users/Groups Administrator's Password:

        This prompt is only displayed if you answered "yes" to the "..use this directory for managing Users/Groups " prompt. This user must have write access to the users and groups directory suffix on the Directory Server. If this user ID does not exist, it will be created under the Users/Groups base DN. See Users Directory Administrator for additional information.

    7. A summary of your settings is then displayed and you are asked if you wish to continue.
      If the settings are correct, enter yes to continue. If the settings are not correct, enter no and the process will exit. Restart nsds3setup and enter the correct values.

      After choosing to continue, status messages are displayed as the Directory Server is configured for Messaging Server 4.0.

    8. Now restart the Directory Server.

    Manually Configuring a Directory Server 3.x

    To manually configure a Directory Server 3.x for installation of Messaging Server 4.0, follow these steps:

    1. Shut down the Directory Server that you will be configuring.

    2. Backup (or export) your data.
      (This step is optional, but recommended.)

    3. Log in as root or setuid to root on the Directory Server machine.

      You must have superuser privileges in order to run the nsds3setup command.

    4. Go to the Directory Server installation directory.

      This is the directory on the Directory Server in which you unpacked the msgldif archive file as described in steps 5 through 8 of the "Transferring the Messaging Server Installation Files" section.

    5. Edit the ldif/ds3setup.ldif file by making the following substitutions:

      • Replace [cfgldap-uid] with the actual Netscape Administrator user ID. For example, admin.

      • Replace [cfgldap-password] with the actual Netscape Administrator user's password.

      • Replace [AdminDomain] with the actual Administration domain name. For example, airius.com.

        All server configuration is managed under the suffix o=NetscapeRoot on the Directory Server used for server configuration. Enter the domain that you want used for this purpose on this Directory Server. Note that you can create multiple administration domains under which your server can be installed. For example, you can host servers under administration domains airius.com and acme.com.

      • Replace [ugldap-url] with the actual Users/Groups LDAP URL to the Users/Groups directory server that you wish to use. For example, ldap://users.airius.com:389/o=airius.com.

    6. Copy all files in the config subdirectory to the Directory Server's server-root/instance/config directory.
      For example, if this Directory Server's server-root is /usr/netscape/suitespot and the instance is slapd-dirsrv1:

        root# cp /config/* /usr/netscape/suitespot/slapd-dirsrv1/config

    7. Go to the server-root/instance/config directory.
      For example:

        root# cd /usr/netscape/suitespot/slapd-dirsrv1/config

    8. Edit the ns-schema.conf file by adding the following lines to the end of the file in the order shown:

        include server-root/instance/config/ns-common-schema.conf
        include server-root/instance/config/ns-admin-schema.conf
        include server-root/instance/config/ns-legacy-schema.conf
        include server-root/instance/config/ns-mlm-schema.conf
        include server-root/instance/config/ns-value-schema.conf
        include server-root/instance/config/ns-msg-schema.conf

      Where server-root is the Directory Server's server-root and instance is the name of the server instance. For example, /usr/netscape/suitespot/slapd-dirsrv1.

    9. Use the Database Management Database Settings window to add the suffix o=NetscapeRoot to your Directory Server.

    10. Click the blinking red Apply button at the top of the screen before restarting the Directory Server.

    11. Now start up the Directory Server.

    12. Use the server's Database Management Add Entries window to add entries from the installation directory's /ldif/ds3setup.ldif file that you edited above.
      See your Directory Server documentation for details if needed.

    13. Use the server's General Administration Users & Groups tab to create your Users/Groups directory server administrator.
      See your Directory Server documentation for details if needed.

    14. Use the server's Access Control tab to add the following access rules.

      • Allow anyone to search the Users/Groups base DN
      • Allow the Users/Groups administrator write access over the Users/Groups base DN

      See your Directory Server documentation for details if needed.

      Step 5: Installing the Messaging Server

      Once a Directory Server 3.x instance is up and running and the Messaging Server archive files have been unpacked, you are ready to begin installing the Messaging Server.

      Note: If you have already installed Messaging Server 4.0 once, and saved the cache file, you can use that cache file to speed up of the installation process of subsequent Messaging Server installations. See Fast Multiple Installations for details.

      In the installation directory in which you unpacked the Messaging Server files (/tmp/msg4install), is the setupinstallation program.

      Note: The installation steps below describe a typical installation pattern. To some extent, the choices you make determine the subsequent prompts that are displayed. Therefore, the prompts that you see during your installation may not be exactly the same as those shown below.

      To install Messaging Server 4.0, follow these steps:

      1. Review the contents of the LICENSE.txt text file.

        As part of the installation process, you will be asked if you agree to the terms listed in this file.

      2. Login (or setuid) to root.

        You must have superuser privileges (that is, be logged in as root) to run the installation program.

      3. Make sure you are in the installation directory (/tmp/msg4install).

      4. Run the setup program.

        Run the setup program from the operating system command line.

          root# ./setup

        The installation program Welcome Message is displayed.

      5. Would you like to continue with setup? [Yes]:
        Press Enter to continue. The license agreement is displayed.

      6. Do you agree to the license terms? [No]:
        Read the license agreement and enter y to accept it and continue. Note that you have to actually enter y because the default is no.

      7. Please select the component you want to install [1]
        Select the software that you want to install. The default is Messaging Server and associated Console. Or you can enter 2 to just install the Netscape Console without Messaging Server. (These instructions assume that you select to install both Messaging Server and the Console.)

      8. Choose your installation type [2]
        Select the installation level of detail that you wish to use. The same software is installed for each level. The difference between the levels is the number of configuration options you are asked to specify rather than have default values automatically entered for you. The three levels are:

        • Express Installation. This level has the fewest options that you have to specify and the maximum options that are automatically entered for you. See Express Installation for a complete list of the prompts and default values.

        • Typical Installation. This level provides a balance between options that you are asked to specify and those that are automatically entered for you. This is the default level and these instructions assume that this is the level you choose. See Typical Installation for a complete list of the prompts and default values.

        • Custom Installation. This level has the most options that you have to specify and the fewest that are automatically entered for you. See Custom Installation for a complete list of the prompts and default values.

        After selecting the installation level, you are prompted to enter your installation and configuration information, according to the level you selected. For more detailed descriptions of what to enter for each prompt, refer to the appropriate installation checklist(s) earlier in this document.

      9. Server root [/usr/netscape/server4]
        This is the directory where the Messaging and Administration Server software is to be installed. Do not specify the same server-root that is used by Directory Server 3.x. (You can create multiple server roots by installing into multiple directories on the same machine.)

      10. Specify the components that you wish to install.
        Choose which components you want to install. The prompts you see will vary according to the choices you make.

        The choices are:

        • 1. Netscape Server Family Core Components. These are the shared server libraries, Netscape Core Java classes, and the Java Runtime Environment. Both Administration and Messaging Server require installation of these libraries.

        • 2. Administration Services. This includes the Administration Server and Netscape Console. Messaging Server requires installation of Administration Services.

        • 3. Netscape Messaging Suite. This includes Messaging Server and two optional packages that you can also select which are the Netscape Messaging Multiplexor and Netscape Messaging Server Mailstone Tool. If you choose Netscape Messaging Suite (or "All"), you are asked if you wish to install the two optional packages:

            Netscape Messaging Multiplexor (optional) which allows you to set up a server to forward mail. This is a Messaging router with no users that can be used as backup server in case of a problem with your primary Messaging Server.

            Netscape Messaging Server Mailstone Tool which is a Messaging Server performance monitoring utility.

      11. Machine's name [machine.domain]
        This is the fully qualified host name of the machine where the Messaging Server is to be installed. For example, msgserver.airius.com.

      12. System User [nobody]:
        System Group [nobody]:

        This is the same as the Netscape user and group. Netscape recommends that rather than using the nobody default, you create a new user ID and group for running Messaging Server. For example, mailsrv for the user and nsgroup for the group. See Messaging Server User for additional information.

        The group should be same as the one used for the Directory Server so that Messaging Server has access to the server root's configuration and security data. For security reasons, Netscape recommends that this user ID not be given any privileges elsewhere on the system. See Netscape User and Group for additional information.

      13. URL of Directory Server [ldap://machine.domain:389]
        This is the URL of the Directory Server that this instance of Messaging Server is to use. This must be entered in the form: ldap://hostname:port.

      14. Administration Domain name [domain]
        This is the domain of your organization, for example airius.com. You must have already granted write access to this domain. (If you ran nsds3setup write access to this domain was granted for you.) Netscape recommends that you accept the proposed default value.

      15. Configuration Admin ID or DN: [admin]
        Password:

        This is the Configuration Administrator ID that you entered when you ran nsds3setup. See Configuration Administrator for additional information.

      16. User Directory Admin ID: [admin]:
        Password:

        This is the Users and Groups administrator. This user must have write access to the users and groups directory suffix on the Directory Server. See Users Directory Administrator for additional information.

      17. Administration port [nnnn]
        This is the port that the Administration Server is to use. It must be a unique port that no other application uses.

      18. Run Administration Server as [root]
        This is the user ID under which the Administration Server is to run. This should be different than the ID used to run Messaging and other servers. Netscape recommends that you run the Administration Server as root so that you will be able to use the Console to start and stop servers. See Administration Server User for additional information. Note that the Administration Server User does not have the same functionality in Messaging Server 4.0x as in Messaging Server 3.x. You may wish to review the Administration Server User definition to determine whether to run the Administration Server User as root.

      19. Do you wish to migrate server configuration at this time? [yes]:
        This prompt is only displayed if you already have one or more 3.x or 4.0 Messaging Servers installed on this machine in other server-roots. If you answer yes:

        • 4.0 servers. The configuration information from an existing 4.0 Messaging Server will be applied to the server you are now installing. But messages stored on the existing server will not be migrated to the new server.

        • 3.x servers. You will be asked if you wish to migrate just configuration information, or also mailboxes and message queues from the existing 3.x server to your new 4.0 server. If you choose to migrate mailboxes and messages the process could take a long time. You do not need to migrate at this time, that can be done later from the command line with the upgrade utility as explained in Migrating Messages With the upgrade Utility. (Keep in mind that if you migrate mailboxes and messages, no mailbox will be created for users that have never been sent any messages. By sending them a welcome message, you can force creation of their mailboxes.)

          Note: If your 3.x server uses non-default directories to store mailboxes and message queues, do not migrate them at this time. Instead, wait until installation is complete, and then run the upgrade utility from the command line as explained in Migrating Messages With the upgrade Utility.

      20. Do you wish to create a new server instance at this time ? [yes]
        A server instance must be created before Messaging Server can be used.

      21. Please enter the user you wish Messaging Server to run as [mailsrv]
        This is the Messaging Server User and Messaging Server will run under this user ID. This should be a different user ID than the IDs entered for Netscape User (nobody) and the Administration Server (root). This user ID must already exist. In order to prevent possible security problems, Netscape recommends that this user be a member of the Netscape Group that you specified earlier. See Messaging Server User for additional information.

      22. Do you wish to create a new postmaster account now ? [yes]
        (This prompt is not displayed if a postmaster account has already been created.) See Postmaster account for additional information.

      23. Please enter the postmaster's email address:
        (This prompt is not displayed if a valid postmaster account already exists.) This is the user ID that serves as the postmaster account. If the account you specify is stored on the directory server used by this Messaging Server, you need only enter the user ID. For example, mailmaster. If the account resides on a different Directory Server or in a different domain, then you must enter a fully-qualified email address. For example, mailman@airius.com. The user IDs listed for the postmaster account do not yet have to exist. See Postmaster account for additional information.

      24. Please enter the SMTP port you wish Messaging Server to use [25]
        (When performing a Typical installation, this prompt is only displayed if the default port (25) is already in use.)

        This is the port number for the SMTP daemon. The port number specified here must be a unique port that no other application is using. If the port is in use, you can either enter a different port, or accept the proposed default in which case you must kill whatever process is currently using that port before starting up Messaging Server.

        If you choose (or accept) a port that is already in use, the installation procedure will warn you and ask if you wish to continue. You can use Control-B to go back and select a different port. If you continue, you will not be able to start up this Messaging Server instance until the application using the port you specified has been shut down.

      25. Please enter the IMAP port you wish Messaging Server to use [143]
        (When performing a Typical installation, this prompt is only displayed if the default port (143) is already in use.)

        This is the port number for the IMAP daemon. The port number specified here must be a unique port that no other application is using. If the port is in use, you can either enter a different port, or accept the proposed default in which case you must kill whatever process is currently using that port before starting up Messaging Server.

      26. Please enter the POP3 port you wish Messaging Server to use [110]
        (When performing a Typical installation, this prompt is only displayed if the default port (110) is already in use.)

        This is the port number for the POP3 daemon. The port number specified here must be a unique port that no other application is using. If the port is in use, you can either enter a different port, or accept the proposed default in which case you must kill whatever process is currently using that port before starting up Messaging Server.

      27. Do you wish to stop sendmail ? [yes]
        (This prompt is only displayed if sendmail is using a port designated for Messaging Server.) If sendmail is running and you enter yes to stop it, then sendmail will be halted and Messaging Server 4.0 will be installed and started up. If you enter no, Messaging Server 4.0 will be installed and but it will not be started up. You will later have to manually halt sendmail and then start Messaging Server.

      28. Summary screen
        A summary of the choices you have made is now displayed for your review. You can use Control-B to return to previous screens to make corrections. When the list is correct, press Enter to continue.

        Installation status messages are displayed as the servers are installed and configured.

      29. Do you wish to start up the server now? [Yes]
        Enter yes (or simply y) to continue.

        Status messages are displayed as Messaging Server 4.0 is started.

      30. Would you like to remove it? [Yes]
        This refers to the install.inf cache file that was created by the setup program. If you keep this file, you can use it as an installation template for other Messaging Server instances as described in
        Fast Multiple Installations. But since this file contains user IDs and password that you may want to keep secure, the default is to delete it.

        Express Installation

        For an Express Installation, you must answer the following prompts (default answers are given in brackets):


        For more information on what to enter for each of these prompts, refer to the Basic/Express Installation Checklist.

        Typical Installation

        For a Typical Installation, you must answer the prompts listed for an Express Installation plus the following additional prompts (default answers are given in brackets):


        For more detailed information on what to enter for each of these prompts, refer to the Typical Installation Checklist.

        Custom Installation

        For a Custom Installation, you must answer the prompts listed for both an Express and Custom Installation plus the following additional prompts:

        • IP address that the Administration Server binds to
        • Server Administrator ID [admin]
        • Server Administrator Password
        • Messaging Server Domain
        • Messaging Server Hostname
        • Messaging Server Identifier
        • Messaging Server User Account [mailsrv]
        • Messaging Server SMTP network port [25]
        • Messaging Server POP3 network port [110]
        • Messaging Server IMAP4 network port [143]
        • Message Queue [server-root/queue]
        • Message Store [server-root/store]
        • Postmaster's email account
        • Postmaster's DN

        For more detailed information on what to enter for each of these prompts, refer to the Custom Installation Checklist.

        Fast Multiple Installations

        If you already installed a Messaging Server 4.0, and you chose to save the cache file, you can use that file to quickly install additional Messaging Server instances. All of your responses to the installation prompts are recorded in the cache file. When you use a cache file in a new installation you are not asked any questions. Instead, all of that cache file responses are automatically applied as the new installation parameters.

        The cache file from an installation is saved under the name install.inf in the server-root/setup directory. For example, if you installed the server into /usr/netscape/server1 the cache file for that installation is: /usr/netscape/server1/setup/install.inf

        To use the cache file for a fast installation of another Messaging Server 4.0, follow these steps:

        1. Copy the install.inf cache file to the installation directory that you are using for this installation.

          You can rename the file if you wish.

        2. Review and edit the install.inf cache file as necessary.

          You will probably want to change some of the parameters and specifications in the cache file. For example, the hostname for this installation may be different than the hostname recorded in the cache file. Remember that the parameters listed in the cache file will be automatically applied to this installation.

        3. Run setup with the -s -f filename options.

          The filename is the full path identifying the cache file you wish to use. For example,

            setup -s -f /tmp/msg2/install.inf

        Note that when you use a cache file in this way, no new cache file is created from this installation.

        Upgrading an Existing Installation

        If you already have a 3.x or previous 4.0 version of the Messaging Server installed on your system, you can elect either to perform a totally new installation, or to upgrade the existing one. These procedures support upgrading from Messaging Server 3.01 or later, they do not support upgrading from versions earlier than 3.01.

        The choice of whether to upgrade an existing server or perform a new installation is handled entirely by the installation procedure; you do not need to run any additional upgrade programs. (Note, however, that during the installation process you are given the option of immediately migrating existing mailboxes and message queues to the newly installed server or waiting until later. If you choose to not migrate immediately, you must later run the upgrade utility to move mailboxes and messages to the new server.)

        NOTE: This release of the product does not support dynamic upgrades (upgrading while the Server is running). The Messaging Server cannot be running during the upgrade procedure. If the Server is running, the installation program will detect this and terminate the Messaging Server processes.

        When executed, the installation program first detects whether there is an existing Messaging Server on your system. If it detects an existing server, you are then presented with the option to upgrade or to perform a completely new installation. Depending on your selection, you are then presented with additional options. The possible upgrade/installation paths are as follows:

        • An existing server is detected, but you decline the upgrade.
          The installation program will perform a complete re-installation and replacement of the selected components. Existing configuration data will be ignored. The mailboxes and message queue/store of the original installation will not be migrated to the new installation.

          NOTE: In this case, do not specify the same server-root as the existing installation as this will cause a conflict with the upgraded installation.

          See Replacing an Existing Messaging Server for additional details.

        • An existing server is detected, and you elect to upgrade as follows:

        The following subsections describe the processes involved for the various upgrade paths.

        Replacing an Existing Messaging Server

        If you decline the upgrade request, then the standard installation procedure is executed as described in the earlier sections of this document. Note the following important points:

        • None of the existing Server data is utilized for the new installation.

        • The selected components are re-installed to replace the existing components.

        • You must specify different ports than are currently assigned for the following:

          • SMTP Network Port
          • POP3 Network Port
          • IMAP4 Network Port

          If you try to specify the same ports as you did for the existing installation, the install program detects that these ports are in use. The program then prompts you to select a different value for each port.

        Upgrading from a 3.x Server to a 4.0 Server

        If you elect to upgrade, and your existing Messaging Server is a 3.x version, the Common Install program detects this. It then gathers the existing configuration parameter settings, and presents these as the default values during the installation process when possible. You can specify non-default values where applicable.

        Migrating 3. Mailboxes and Message Queue to the Upgraded 4.0 Server

        During the installation procedure, the install program will prompt you as to whether you want to migrate the mailboxes and message queue to the upgraded installation. If you decline, then the upgrade process is completed and the upgraded 4.0 Server is started. If you elect to migrate, you should note the following important points:

        • All 3.x configuration parameter settings are changed to the new 4.0 settings.

        • During the post-install process, before the upgraded services are restarted, the install program runs the command upgrade -s -m. This command performs the actual migration procedures. You can also run this command manually, if you declined the migration option during the installation procedure.

        • Mailboxes will not be created for users who have never been sent any messages. To ensure that mailboxes are created for all users, you can send everyone a welcoming message.

        Once the migration has successfully completed, the Common Install program completes the upgrade installation and restarts all services.

        Upgrading an Older 4.0 Server to a Newer 4.0 Server

        Note that mailboxes and message queue do not require migration for a 4.0-to-4.0 system upgrade.

        If you elect to upgrade, and your existing Messaging Server is an older 4.0 version, the installation program detects this. It presents existing file, directory, and configuration values as defaults during the installation process and will fill in missing values with standard default suggestions. You are free to specify non-default values where desired.

        Migrating Mailboxes and Message Queue with the upgrade Utility

        This section describes how to migrate mailboxes and the message queue to a new Messaging Server 4.0 with the upgrade utility.

        During the Messaging Server installation process you are given the option of immediately migrating existing mailboxes and the message queue to the newly installed server or waiting until later. If you chose not to migrate at that point, you must now run the upgrade utility to move your user mailboxes and the message queue to the new server. (The upgrade utility performs functions similar to the migrate utility provided with Messaging Server 3.x.)

        The number of mailboxes and messages to be migrated determine how long this process takes. The more mailboxes and messages you need to transfer, the longer the process takes. Your machine and network parameters and load are also factors influencing how long a migration will take.

        Before running upgrade, note the following points:

        • Shut down the servers. Both the 3.x and the 4.0 Messaging Server must be shut down before running the upgrade utility. Neither can be running during the upgrade process.

        • Servers on the same machine. The upgrade utility assumes that both Messaging Server 3.x and the new Messaging Server 4.0 reside on the same machine. The utility transfers the 3.x mailboxes on a machine to 4.0 format mailboxes on the same machine.

        • 4.0 replaces 3.x. Once upgrade has been run, you cannot start up the 3.x processes.

        • Mailbox mapping. The upgrade utility first searches the LDAP server to find all the user mailboxes in that machine (users are considered to belong the 3.x server if their mailhost attribute is one of the MessageHostNames in that 3.x server). It then creates a one-to-one mailbox-mapping information in the 4.0 mailbox database. These mailboxes are marked as "TRANSITION".

        • Configuration information. In Unix environments, the upgrade utility retrieves the 3.x information through a pre-defined configuration file. In NT environments, the upgrade utility retrieves the 3.x information through the registry.

        • Different directories. The upgrade utility does not change the 3.x directory structure, so 4.0 must be put in a different directory.

        • Default partition names. The installation process generates default 4.0 mail store partition names based on the 3.x directory structure. Any non- alphanumeric characters are stripped from the last 3.x subdirectory name and the letters are converted to all lower-case. This then becomes the 4.0 default partition name. For example, if the 3.x directory is /mail/marketing the 4.0 partition name will be marketing. If the 3.x directory is /mail/market.Store the 4.0 partition name will be marketstore. This conversion might cause duplicate 4.0 names.

        • Duplicate partition names will halt the upgrade process. If upgrade -s encounters a situation where duplicate partition names will be created during the conversion described in the paragraph above, it will halt until the problem is corrected. For example, if you have /mailstore and /MailStore, conversion to all lower-case letters would result in duplicate names which is not allowed so upgrade -s will halt. To correct this problem, you must change the 3.x mail store paths to unique values that will not result in duplicates when converted. This requires moving users into a different directory and changing all of their LDAP entries.

        • Non-default message stores. If you have 3.x mailboxes located in non-default mailbox paths, the upgrade utility tries to create a 4.0 mailbox directory in that those mailbox paths, and uses numbers (such as 001) to automatically assign the 4.0 partition name. (In 4.0, the partition name is a logical name of a physical directory where user mailboxes can be physically created.) You can find the detailed mailboxes mapping information in the upgrade.conf file in the default 3.x mailbox directory.

          See Specifying Non-Default Directories for information on how to use different directories.

        • Saving disk space. If you want to save disk space, you can use the -r option to remove messages from the 3.x server after the upgrade. This option only removes the messages; it does not remove the directory.

        • Servers on multiple machines. If you have servers on multiple machines, you must run upgrade on each different machine.

        • See the Command Line Utilities appendix for complete syntax and options for the upgrade utility.

        To migrate mailboxes and messages to a new 4.0 Messaging Server, follow these steps:

        1. Login as root on the Messaging Server machine.

        2. Go to the Messaging Server server-root directory.

            root# cd /usr/netscape/server4/bin/msg/admin/bin

        3. Create new 4.0 mailbox folders to match the existing 3.x folders.

            root# ./upgrade -s

        4. Transfer the 3.x mailbox contents and message queue to the 4.0 server.

            root# ./upgrade -m

          The -m option is a multi-thread process. The default is 5 threads. You can use the -t nn option to specify a different number of threads. For example, to specify 10 threads, you would run:

            root# ./upgrade -m -t 10

          If you wish, you can also use the -r option to delete messages from the 3.x server after transfer.

            root# ./upgrade -m -r

          Alternatively, instead of using -m, you can use the -u uidlist option to migrate users from one disk partition at a time or only migrate messages for a specific list of user IDs. See Migrating Users in a Multi-Partition Environment and Migrating Specific Users below for details.

        Migrating Users in a Multi-Partition Environment

        The -m option transfers messages for all 3.x users to the new 4.0 server regardless of the disk partition they are stored in. Instead of using -m, you may be able to improve message transfer efficiency by using the -u uidlist option to transfer all messages from a single disk partition at one time.

        When you ran upgrade -s it created a separate users file for each partition. For example, a file named __up.primary.txt that lists the users on the primary partition. If you have a secondary partition, upgrade -s also created a __up.secondary.txt file for the users on that partition. The __up.primary.txt file (or files) are stored in the 3.x default mailbox directory.

        To migrate users one partition at a time, use upgrade -u uidlist where uidlist is the name of the partition file created by upgrade -s. For example, to migrate just the users stored in the primary partition, you would enter:

          upgrade -u __up.primary.txt

        Migrating Specific Users

        The upgrade -u uidlist command reads the user IDs to be migrated from a text file. As described below, you can create your own text file listing the users whose messages are to be migrated.

        You cannot use the -r option on the same command line with the - u option. If you wish messages for the users in the uidlist file to be deleted from the 3.x server after migration, you must first run upgrade -s -r before running upgrade -u. For example, to migrate the users listed in a file named alphalist and then remove from the 3.x server the messages for those users:

          root# ./upgrade -s -r
          root# ./upgrade -u alphalist

        The uidlist file can be named whatever you want. The first three lines of the file below are mandatory as follows:

          [4.0 partitionname]:primary
          [3.x mailstorepath]:/mail/mailbox-3.x
          #---------List of mail user id ------

        Following these three lines add the list of user IDs to be transferred, one ID per line. For example, a uidlist text file should look like this:

          [4.0 partitionname]:primary
          [3.x mailstorepath]:/mail/mailbox-3.x
          #---------List of mail user id ------
          postmaster
          username1
          user2
          anotheruser

        Specifying Non-Default Directories

        If you want to use a non-default directory to store messages, you need to run the configutil utility to change the partition name created by upgrade before running upgrade -m (or upgrade -u).

        For example, assume you have two 3.x message store directories:

          /mail/store1
          /mail/store2
        You run upgrade -s and then run configutil to list all of your configuration parameters. If you check

          store.partition.store1.path
          store.partition.store2.path
        You will see that the values are:

          /mail/store1/.004x.store1
          /mail/store1/.004x.store2

        But suppose you want to use the directories /mailstore/sales and /mailstore/research. To set up your mail system with these non- default directories, you must use configutil to change the directory structure before running upgrade -m (or upgrade -u). For example:

          configutil -o store.partition.store1.path -v "/mailstore/sales"
          configutil -o store.partition.store2.path -v "/mailstore/research"

        Make sure that the /mailstore/sales and /mailstore/research directories have been created with the same permissions as those of server-root/msg-instance/store.

        Note that if you later rerun upgrade -s again, the partition information that upgrade relies on will be reset back to the original default. Thus, every time you run upgrade -s you must remember to use configutil to change the partition paths.

        Repeating Message Migration

        Errors that occur during the migration process are recorded in the log. There are two error recovery procedures depending on whether or not upgrade completed the process with errors or halted before completion.

        Upgrade Completed the Process With Errors

        If the errors did not cause upgrade to halt abnormally, you can correct whatever caused the problem and then resume message migration by performing the following steps :

        1. Run upgrade -m (or upgrade -u) again.

        Upgrade Failed or Was Halted Before Completion

        If upgrade failed without completing the process or was halted abnormally, follow these steps which will remove all migrated mailbox and perform the entire upgrade process from scratch:

        1. Start stored and then shut it down after it successfully starts.

          This cleans up database locking and makes sure that there are no database problems.

            root# /etc/NscpMsg start store
            root# /etc/NscpMsg stop store

        2. Remove all files in the server-root/msg-instance/store/mboxlist directory.

        3. Remove all files and subdirectories from the server-root/msg-instance/partition/primary directory.

        4. Remove all files and subdirectories from the server-root/msg-instance/user directory.

        5. Remove the __lock.share file in the server-root/msg-instance/lock directory.
          (This filename begins with two underscore characters.)

        6. Remove all __up.* files from the old 3.x default mailbox directory.

        7. Remove the upgrade4x.conf file from the old 3.x default mailbox directory.

        8. Remove the __greeting_done__ message file and __snmp_done__ configuration file, if any, from the old 3.x default mailbox directory.

        9. Run upgrade -s as described above.

        10. Run upgrade -m (or upgrade -u uidlist) as described above.

        Uninstalling Messaging Server Components

        This section describes how to remove Messaging Server instances from a machine.

        • Single instance. If a machine hosts a single Messaging Server instance, that server instance can best be removed by running the uninstall utility as described in Running the Uninstall Utility below.

        • Multiple instances. If a machine hosts multiple Messaging Server instances, you cannot use the uninstall utility to remove any (or all) of them. See Uninstalling Multiple Instances for further information.

        Running the Uninstall Utility

        In the directory in which you installed the Messaging Server files, you will find the uninstall program. To run uninstall, do the following:

        1. Login (or setuid) to root.

          You must have superuser privileges (that is, be logged in as root) to run the uninstall program successfully.

        2. Halt the server instance.

          To halt the server instance, run the msg-stop utility. This utility is stored in the server-root/server-instance directory.

            root# cd server-root/server-instance
            root# ./msg-stop

        3. Change to the server-root directory.

          Change to the directory in which you installed the Administration and Messaging Servers:

            root# cd server-root

        4. Run the uninstall program.

          Run the uninstall program from the operating system command line.

            root# ./uninstall

          The uninstall program then prompts you for the following information:

          • Select the components you wish to uninstall (default: all) [All]
          • Specify the Netscape Server Family Core components you wish to uninstall [1, 2]
          • Specify the Netscape Administration Suite components you wish to uninstall.
          • Specify the Netscape Messaging Suite components you wish to uninstall.
          • Configuration Admin ID or DN [admin]
          • Configuration Admin Password
          • Remove Mail Queue for this server instance [Yes]
          • Remove user mailboxes for this server instance [Yes]?
        The un-installation should now be completed.

        NOTE: Uninstall might have been unable to remove some of your installation files. Please check for any remaining files and remove them manually.

        Uninstalling Multiple Instances

        When a machine hosts multiple instances of Messaging Server, perform the following steps to remove all of the instances:

        1. Login (or setuid) to root.

          You must have superuser privileges (that is, be logged in as root) to run the uninstall program successfully.

        2. Halt each server instance.

          To halt a server instance, run the msg-stop utility. This utility is stored in the server-root/server-instance directory.

            root# cd server-root/server-instance
            root# ./msg-stop

          This must be done separately for each instance on the machine.

        3. Change to the server-root directory.

          Change to the directory in which you installed the Administration and Messaging Servers:

            root# cd server-root

        4. Delete all directories that start with msg- in the server root directory.

            root# rmdir msg-*

        5. Clear all LDAP entries within the current server group that contain msg.

          This is done with the ldapmodify utility as explained in your Directory Server documentation.


        Copyright 1998 Netscape Communications Corporation. All rights reserved.

        The Software contains encryption software from RSA Data Security, Inc. Copyright © 1994, 1995 RSA Data Security, Inc. All rights reserved. Portions of the Software copyright © 1995 PEER Networks, Inc. All rights reserved. Portions of the Software copyright 1991-1997 Compuware Corporation. Powered by Java technology from Sun Microsystems, Inc. Copyright © 1992-1997 Sun Microsystems, Inc. All rights reserved. Java is a trademark or registered trademark of Sun Microsystems, Inc in the United States and other countries.