This Read Me file includes: - Upgrade instructions for existing users of Post.Office - Solaris - HPUX10 - All other UNIX platforms - Installation instructions for new users of Post.Office - Solaris - HPUX10 - All other UNIX platforms ========================================================================== UPGRADE INSTRUCTIONS - POST.OFFICE v. 3.1 - UNIX ALL users upgrading to Post.Office 3.1 from version 2.0 need to purchase a 3.x license, as entry of the 3.x license number is a required step in the upgrade operation. If you are upgrading from version 3.0, no new license number is required. If you are upgrading from version 2.0 and do not have a valid 3.x license number, please contact Sales@Software.com. Note: The same software is used for installing Post.Office version 3.1, upgrading from an earlier version (2.0 or 3.0), or entering a new license number to accommodate additional accounts/mailboxes and mailing lists. The program checks to see if Post.Office already exists, then self-adjusts to perform the necessary installation or upgrade procedure. However, the upgrade instructions that follow apply to current users of the Post.Office software. If you are installing Post.Office for the first time, refer to the Installation Instructions section of this document or the detailed instructions in the Post.Office Installation Guide. REVIEW THE FOLLOWING *BEFORE* UPGRADING YOUR SYSTEM: ---------------------------------------------------- THE POST.OFFICE UPGRADE OPERATION IS PERFORMING TASKS OF CONSIDERABLE COMPLEXITY INCLUDING DATABASE REGENERATION. TO ENSURE SUCCESS YOU MUST BACKUP YOUR SYSTEM PRIOR TO UPGRADING AND ALLOW ADEQUATE TIME TO COMPLETE THE POST.OFFICE UPGRADE OPERATION. IT IS ESSENTIAL THAT THE PROCESS RUN TO COMPLETION WITHOUT INTERRUPTION. The time required to execute the upgrade process will vary based on the amount of memory, processing speed, and the number of installed accounts. Upgrade times of one minute per thousand accounts are typical. CAUTION: If you have more than 30,000 mail accounts established on your server or if you are making use of linked mailbox directories, please contact Support@Software.com for assistance before attempting to upgrade to Post.Office version 3.1. BACK UP YOUR EXISTING SYSTEM In the interest of safety and good software practices, existing users of Post.Office should back up their system before upgrading to version 3.1. Upgrading is a nondestructive process which retains all mail, and account and configuration information. However, if the upgrade operation is interrupted your mail system can be corrupted. Instructions on restoring your mail system are provided in the Backup and Restore section of the FAQ (available at http://www.software.com/tech/faq/FAQ_Contents.html), but those instructions presume existence of the required backup files. To assist you in completing this essential operation, backup instructions are included as part of the upgrade instructions that follow. UPDATE ANY CUSTOMIZED FORMS Because Post.Office forms were significantly modified in version 3.x, users working with customized versions of the Post.Office 2.0 forms need to perform the following steps when upgrading their system to version 3.1: 1. Obtain copies of the standard forms for Post.Office version 3.1 by sending a request to Support@Software.com 2. Revise the standard forms as desired. 3. Follow the detailed instructions presented below to backup your system and upgrade the Post.Office software. 4. Once the upgrade process is complete, re-submit your revised versions of the standard 3.1 forms for use with the upgraded system. REMEMBER TO RESTART PROGRAM DELIVERY Please note that Program Delivery is turned off by the upgrade process. A reminder to re-enable Program Delivery is included in the instructions for those users to whom this feature applies. ADDITIONAL INSTRUCTIONS FOR USERS WHOSE POP AND UNIX MAILBOXES RESIDE IN THE SAME DIRECTORY If your UNIX mailboxes and POP mailboxes currently reside in the same directory, you will need to perform one additional step at the end of the upgrade process. For details, please refer to the upgrade instructions for your particular platform. --------------------------------------------------------------------------- Solaris Upgrade Instructions To permit recovery if the upgrade process is accidentally interrupted, backup instructions are included among the initial steps in the upgrade process. DO NOT omit this important operation. The following upgrade instructions assume that you have installed Post.Office in the default locations which are /opt/post.office (program executables) and /var/spool/post.office (the spooling directories). If you selected other locations you will need to adjust the instructions accordingly. To determine the current locations of your Post.Office, Program, and Mailbox directories list the contents of the /etc/post.office.conf file. 1. Log on as root. 2. Back up the contents of the following items: a) /opt/post.office (the Post.Office executables) b) /var/spool/post.office (the configuration information) c) /var/spool/mailbox (the mailbox information) d) /etc/post.office.conf (your configuration file) Note: If you aren't already doing so, you should be backing up these directories regularly. 3. Shutdown Post.Office by typing: /opt/post.office/post.office shutdown 4a. If your software was delivered on CD: mount the CD on your computer and change directory to the location containing the Post.Office archive for your particular operating system/platform. 4b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into a temporary directory and expand the resulting archive file to create the Post.Office package (SCOM-MTA) by typing: cd /var/tmp uncompress PO31-solaris2.tar.Z tar xvpf PO31-solaris2.tar 5. Remove the old package (the Solaris packaging facility will not let you overwrite an old package with a newer version) by typing: pkgrm SCOM-MTA Note: This will not remove your current configuration files or change your existing accounts in any way. 6. Install the new package by typing: pkgadd -d . SCOM-MTA This will "remember" where you had installed everything, and give you the option of skipping the typical installation Q&A. CAUTION: The upgrade program will ask if you wish to change configuration information. You should answer "no". Only under exceptional circumstances while assisted by support personnel should you modify configuration information while upgrading. 7. If you are currently using Program Delivery you will need to re-enable that feature by typing: chmod u+s /opt/post.office/local/Program-Deliver rm /opt/post.office/trusted/NO-PROGRAM-DELIVERIES CAUTION: There are security issues associated with the use of Program Delivery. Please read Appendix E of the Post.Office manual to ensure you understand those issues before enabling this feature. 8. Run the Post.Office configuration program: /opt/post.office/Setup This process configures the new software, allowing retention of all pre-existing configuration parameters. All account information is maintained through this process. When the Setup program is finished, it will restart Post.Office for you. 9. If your UNIX mailboxes and POP mailboxes are stored in the same directory, you must cd to that directory and run the following file: /utils/FixMaildropFile * --------------------------------------------------------------------------- HPUX10 Upgrade Instructions To permit recovery if the upgrade process is accidentally interrupted, backup instructions are included among the initial steps in the upgrade process. DO NOT omit this important operation. The following upgrade instructions assume that you have installed Post.Office in the default locations which are /usr/local/post.office (program executables) and /usr/spool/post.office (the spooling directories). If you selected other locations you will need to adjust the instructions accordingly. To determine the current locations of your Post.Office, Program, and Mailbox directories list the contents of the /etc/post.office.conf file. 1. Log on as root. 2. Back up the contents of the following items: a) /usr/local/post.office (the Post.Office executables) b) /usr/spool/post.office (the configuration information) c) /usr/spool/mailbox (the mailbox information) d) /etc/post.office.conf (your configuration file) Note: If you aren't already doing so, you should be backing up these directories regularly. 3. Shutdown Post.Office by typing: /usr/local/post.office/post.office shutdown 4a. If your software was delivered on CD: mount the CD on your computer, change directory to the location containing the archive file for the appropriate UNIX platform, copy that archive into a temporary directory, and expand it by typing: cp XXX.tar* /usr/tmp cd /usr/tmp tar xvpf XXX.tar* (where XXX represents your platform type) 4b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into the temporary directory and expand the resulting archive file by typing: cd /usr/tmp uncompress PO31-XXX.tar.Z tar xvpf PO31-XXX.tar (where XXX represents your platform type) 5. Change to the newly created directory and install Post.Office version 3.1. cd Post.Office ./installpo The install script will "remember" where you had installed everything, and give you the option of skipping the Q&A. This procedure will not remove your current configuration files or change your existing accounts in any way. When the installation program is finished, it will re-start Post.Office for you. CAUTION: The upgrade program will ask if you wish to change configuration information. You should answer "no". Only under exceptional circumstances while assisted by support personnel should you modify configuration information while upgrading. 6. If you are currently using Program Delivery you will need to re-enable that feature by typing: chmod u+s /usr/local/post.office/local/Program-Deliver rm /usr/local/post.office/trusted/NO-PROGRAM-DELIVERIES Caution: There are security issues associated with the use of Program Delivery. Please read Appendix E of the Post.Office manual to ensure you understand those issues before enabling this feature. 7. If your UNIX mailboxes and POP mailboxes are stored in the same directory, you must cd to that directory and run the following file: /utils/FixMaildropFile * --------------------------------------------------------------------------- Upgrade Instructions for all Other UNIX Platforms To permit recovery if the upgrade process is accidentally interrupted, backup instructions are included among the initial steps in the upgrade process. DO NOT omit this important operation. The following upgrade instructions assume that you have installed Post.Office in the default locations which are /usr/local/post.office (program executables) and /var/spool/post.office (the spooling directories). If you selected other locations you will need to adjust the instructions accordingly. To determine the current locations of your Post.Office, Program, and Mailbox directories list the contents of the /etc/post.office.conf file. 1. Log on as root. 2. Back up the contents of the following items: a) /usr/local/post.office (the Post.Office executables) b) /var/spool/post.office (the configuration information) c) /var/spool/mailbox (the mailbox information) d) /etc/post.office.conf (your configuration file) Note: If you aren't already doing so, you should be backing up these directories regularly. 3. Shutdown Post.Office by typing: /usr/local/post.office/post.office shutdown. 4a. If your software was delivered on CD: mount the CD on your computer and change directory to the location containing files for your particular operating system/platform. Digital UNIX Note: The default options used to mount a CD may not be appropriate. Be sure to specify "cdfs" as the file system type and include the Rock Ridge Interchange Protocol option "rrip". For example, if your CD ROM device is assigned a SCSI-ID of 6 and you want to access the CD ROM from the directory /CDROM, you would use the following command: mount -r -t cdfs -o ro,rrip /dev/rz6c /CDROM SunOS Note: The default options used to mount a CD may not be appropriate. Be sure to specify "hsfs" as the file system type. 4b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into a temporary directory, expand the resulting archive file, and then change to the newly created directory by typing: cd /var/tmp uncompress PO31-.tar.Z tar xvpf PO31-.tar cd Post.Office 5. Install the new version of Post.Office. ./installpo The install script will "remember" where you had installed everything, and give you the option of skipping the Q&A. This procedure will not remove your current configuration files or change your existing accounts in any way. When the installation program is finished, it will re-start Post.Office for you. CAUTION: The upgrade program will ask if you wish to change configuration information. You should answer "no". Only under exceptional circumstances while assisted by support personnel should you modify configuration information while upgrading. 6. If you are currently using Program Delivery you will need to re-enable that feature by typing: chmod u+s /usr/local/post.office/local/Program-Deliver rm /usr/local/post.office/trusted/NO-PROGRAM-DELIVERIES CAUTION: There are security issues associated with the use of Program Delivery. Please read Appendix E of the Post.Office manual to ensure you understand those issues before enabling this feature. 7. If your UNIX mailboxes and POP mailboxes are stored in the same directory, you must cd to that directory and run the following file: /utils/FixMaildropFile * ============================================================================ INSTALLATION INSTRUCTIONS - POST.OFFICE v. 3.1 - UNIX Details on the installation process can be found in the Post.Office Installation Guide. Please review that manual to ensure that you have met all pre-installation requirements. Preparing for Installation: Setting Up a User and Group for Post.Office ------------------------------------------------------------------------ One of the important security features of Post.Office is that the system runs as a non-privileged user. Before installing the system, you must create a new local user. All Post.Office programs run as this user ensuring that they do not have privileged access to sensitive files. The primary group for this new user must also be newly created and have no members (since any member of the group can read mail stored in the queue or in a user’s POP mailbox). Do not identify the mail group as the primary group for your new Post.Office user since it is used by the UNIX mail system. The method used to establish a new local group and new local user may vary from platform to platform. The instructions below are intended as a general guide and may require slight modification for use with your system. Create a new local group for Post.Office 1. Log in as root. 2. Edit the /etc/group file, adding a line like the one below to identify the new local group (called mta) which is being created for Post.Office. mta:*:: (where is a number that uniquely identifies the new Post.Office group; uniqueness guaranteeing that no users are given accidental access to mail that is queued or stored in a POP mailbox) Create a new local user for Post.Office 1. As root, edit the /etc/passwd file, adding a line like the one below to identify the new local user (also called mta) which is being created for Post.Office. mta:*:::Post.Office User:/:/dev/null (where is a number that uniquely identifies the Post.Office user and is the number previously used to identify the Post.Office group) Note: On certain systems additional security is provided through use of a shadow file. If the /etc/shadow file is in operation on your system you will also need to add the Post.Office user to that file following the format dictated by your particular system. Caution: It is essential that the Post.Office group be named as the primary group for the Post.Office user. It is NOT sufficient to list the Post.Office user as an auxiliary member of the Post.Office group. Running the Installation Program -------------------------------- Installation instructions vary slightly from platform to platform. Please refer to the appropriate section below for specific installation instructions for Solaris, HPUX10, and all other UNIX platforms. --------------------------------------------------------------------------- Solaris Installation Instructions 1. Log on as root. 2. Create a new user with no special privileges. Create a new group with this user as its only member. (Post.Office will run as this user.) 3a. If your software was delivered on CD: mount the CD on your computer and change directory to the location containing the Post.Office files for your particular operating system/platform. 3b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into a temporary directory and expand the resulting archive file to create the Post.Office package (SCOM-MTA) by typing: cd /var/tmp uncompress PO31-solaris2.tar.Z tar xvpf PO31-solaris2.tar 4. Install the new package by typing: pkgadd -d . SCOM-MTA Remember: When assigning locations for the Post.Office directories, do not store the POP mailboxes in the same directory as your UNIX mailboxes, and do not store the Program Directory within the Post.Office Spooling Directory. 5. Run the Post.Office configuration program: /opt/post.office/Setup This process allows you to configure the new software, setting parameters as desired. (Note: you must cd to the /opt/post.office directory before running Setup.) When the Setup program is finished, it will start Post.Office for you. --------------------------------------------------------------------------- HPUX10 Installation Instructions 1. Log on as root. 2. Create a new user with no special privileges. Create a new group with this user as its only member. (Post.Office will run as this user.) 3a. If your software was delivered on CD: mount the CD on your computer, change directory to the location containing the archive file for the appropriate UNIX platform, copy that archive into a temporary directory, and expand it by typing: cp XXX.tar* /usr/tmp cd /usr/tmp tar xvpf XXX.tar* (where XXX represents your platform type) 3b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into the temporary directory and expand the resulting archive file by typing: cd /usr/tmp uncompress PO31-XXX.tar.Z tar xvpf PO31-XXX.tar (where XXX represents your platform type) 4. Change to the newly created directory and install Post.Office version 3.1. cd Post.Office ./installpo Remember: When assigning locations for the Post.Office directories, do not store the POP mailboxes in the same directory as your UNIX mailboxes, and do not store the Program Directory within the Post.Office Spooling Directory. Also, for HP systems only, no two Post.Office directories may reside in the same parent directory. --------------------------------------------------------------------------- Installation Instructions for all Other UNIX Platforms 1. Log on as root. 2. Create a new user with no special privileges. Create a new group with this user as its only member. (Post.Office will run as this user.) 3a. If your software was delivered on CD: mount the CD on your computer and change directory to the location containing files for your particular operating system/platform. Digital UNIX Note: The default options used to mount a CD may not be appropriate. Be sure to specify "cdfs" as the file system type and include the Rock Ridge Interchange Protocol option "rrip". For example, if your CD ROM device is assigned a SCSI-ID of 6 and you want to access the CD ROM from the directory /CDROM, you would use the following command: mount -r -t cdfs -o ro,rrip /dev/rz6c /CDROM SunOS Note: The default options used to mount a CD may not be appropriate. Be sure to specify "hsfs" as the file system type. 3b. If you downloaded the software from our ftp or web site: uncompress the file you downloaded into a temporary directory, expand the resulting archive file, and then change to the newly created directory by typing: cd /var/tmp uncompress PO31-.tar.Z tar xvpf PO31-.tar cd Post.Office 4. Install the new version of Post.Office. ./installpo Remember: When assigning locations for the Post.Office directories, do not store the POP mailboxes in the same directory as your UNIX mailboxes, and do not store the Program Directory within the Post.Office Spooling Directory.