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Check-in Number: 397
Date: 2001-Feb-18 02:03:28 (local)
2001-Feb-18 01:03:28 (UTC)
User:simons
Branch:
Comment: Added text-only version of the installation instructions.
Tickets:
Inspections:
Files:
ossp-pkg/petidomo/INSTALL      1.1 -> 1.2     433 inserted, 5 deleted

ossp-pkg/petidomo/INSTALL 1.1 -> 1.2

--- INSTALL      2001/01/20 14:00:32     1.1
+++ INSTALL      2001/02/18 01:03:28     1.2
@@ -1,8 +1,436 @@
+                         Installing Petidomo
 
-  INSTALL
-  =======
+The installation of the Petidomo Mailing List Manager is simple and
+straight forward; do not be scared by the length of this document.
+There are many different ways and options how to install it and I have
+tried my best to cover *all* of them. If you are not interested in
+every little detail, you will be able to skim over most of the text
+here.
 
-  $ ./configure --prefix=/path/to/petidomo
-  $ make
-  $ make install
+                                   Peter Simons <simons@computer.org>
 
+
+Building the Binaries
+=====================
+
+Untar the source archive of Petidomo in a directory of your choice
+like /usr/local/src or your home directory. This will create a
+directory called petidomo-VERSION, where the "VERSION" part is called
+exactly as in the file name of the tar archive. Change into this
+directory.
+
+Now you have to run the configure script
+
+    ./configure
+
+which will determine the characteristics of your system and create the
+files required to actually build Petidomo. You may provide several
+parameters to the script. The interesting ones, including the default
+values if unspecified, are:
+
+   --help
+        Display the complete list of command line options.
+
+   --prefix
+        The the PREFIX for all following paths. The default is
+        /usr/local.
+
+   --exec-prefix
+        Set the EPREFIX for all following paths. This is useful in
+        case you want to install binaries into a different directory
+        hierarchy than normal text files, but usually the EPREFIX is
+        identical to PREFIX. The default is PREFIX.
+
+   --bindir
+        Set the directory where the binaries should be installed. The
+        default is EPREFIX/bin.
+
+   --libexecdir
+        Set the directory where executables should be installed that
+        will be called by Petidomo but not by the user directly (like
+        posting filters). The default is EPREFIX/libexec.
+
+   --datadir
+        Set the directory where read-only architecture-independent
+        data files should be installed (like the help file). The
+        default is PREFIX/share.
+
+   --sysconfdir
+        Set the directory where read-only configuration files should
+        be installed. The default is PREFIX/etc.
+
+   --localstatedir
+        Set the directory where modifiable data files should be
+        installed (like the approve-queue or the mailing list config
+        files). The default is PREFIX/var.
+
+   --mandir
+        Set the directory where man documentation files should be
+        installed. The default is PREFIX/man.
+
+Please note that the directories you specify here are only the default
+settings that are compiled into Petidomo. You can modify *all* paths
+at run-time via the command line and through the configuration files.
+So don't waste to much time figuring out what you want here, you can
+change anything later without having to recompile Petidomo.
+
+Finally, here is an example output of the configuration script when
+run without any parameters on a Linux machine:
+
+    simons@peti:~/projects/petidomo-4.0b1$ ./configure
+    Configuring OSSP Petidomo, Version 4.0b1 (18-Jan-2001)
+    creating cache ./config.cache
+    checking for gcc... gcc
+    checking whether the C compiler (gcc  ) works... yes
+    checking whether the C compiler (gcc  ) is a cross-compiler... no
+    checking whether we are using GNU C... yes
+    checking whether gcc accepts -g... yes
+    checking for ranlib... ranlib
+    checking for flex... flex
+    checking for yywrap in -lfl... yes
+    checking for bison... bison -y
+    checking size of unsigned short... 2
+    checking size of unsigned int... 4
+    checking size of unsigned long... 4
+    checking how to run the C preprocessor... gcc -E
+    checking for ANSI C header files... yes
+    checking for ssize_t... yes
+    updating cache ./config.cache
+    creating ./config.status
+    creating Makefile
+
+Often, you may want to pass certain flags to the compiler or the
+linker to modify the building process. To achieve this, you can set
+certain environment variables before calling the configure script.
+These variables are:
+
+   CC
+        The name of the C compiler to use.
+
+   CPPFLAGS
+        Flags to pass to the preprocesser before compiling a source
+        code file.
+
+   CFLAGS
+        Flags to pass to the compiler when compiling a C source code
+        file.
+
+   LDFLAGS
+        Flags to pass to the linker when linking the binaries.
+
+I personally find this useful to raise the level of compiler
+optimization or to add linker flags that tell the linker to strip
+unnecessary symbols from the binaries. To achive these effects, I call
+the configure script like this:
+
+    CFLAGS=-O3 LDFLAGS=-s ./configure
+
+Anyway, once the configure script has been run, just call
+
+    make
+
+to start the building process. Petidomo has been tested with various
+flavours of the make(1) utility and all of them seem to work fine. If
+in doubt, try GNU Make, which is available from ftp.gnu.org.
+
+Petidomo has also been built using parallel builds. This is useful if
+you have a multi-processer system. You can do this with most make
+utilities by adding the flag "-j4" with "4" being the number of
+processes you want to spawn simultaneously. Please note, though, that
+some make utilities have problems with the rules that translate the
+yacc-modules included in Petidomo correctly when building in parallel.
+If you experience any trouble, just build it conventionally and you
+should be fine.
+
+
+Installing the Binaries
+=======================
+
+To install the software to your system, all you have to do is execute
+
+    make install
+
+This will copy the Petidomo binary, the posting filters included in
+the distribution, the sample config files and the manual pages into
+the directories you chose at configure time earlier. If you're a
+first-time user, you may also want to execute
+
+    make install-testlist
+
+which will create a sample mailing list called "testlist" for you.
+
+Assuming you used the default paths when running configure, the
+install process will create the follwing directories, respectively
+copy the following files to your system:
+
+    /usr/local/
+    /usr/local/bin/
+    /usr/local/bin/petidomo
+    /usr/local/bin/petidomo-approve
+    /usr/local/bin/petidomo-kickout
+    /usr/local/etc/
+    /usr/local/etc/petidomo.acl-sample
+    /usr/local/etc/petidomo.conf-sample
+    /usr/local/libexec/
+    /usr/local/libexec/petidomo/
+    /usr/local/libexec/petidomo/insert-name-in-subject.sh
+    /usr/local/libexec/petidomo/pgp-decrypt.sh
+    /usr/local/libexec/petidomo/pgp-encrypt.sh
+    /usr/local/libexec/petidomo/rfc2369.sh
+    /usr/local/man/
+    /usr/local/man/man1/
+    /usr/local/man/man1/petidomo.1
+    /usr/local/share/
+    /usr/local/share/petidomo/
+    /usr/local/share/petidomo/help
+    /usr/local/var/
+    /usr/local/var/petidomo/
+    /usr/local/var/petidomo/ack-queue/
+    /usr/local/var/petidomo/index
+    /usr/local/var/petidomo/lists/
+
+If you run the "install-testlist" target, the following
+directory/files will be created additionally:
+
+    /usr/local/var/petidomo/lists/testlist/
+    /usr/local/var/petidomo/lists/testlist/config
+    /usr/local/var/petidomo/lists/testlist/acl
+    /usr/local/var/petidomo/lists/testlist/list
+
+
+Configuring Sendmail
+====================
+
+Before you can use Petidomo, you have to configure sendmail so that it
+knows about Petidomo -- I assume that you have sendmail installed
+already. If you are using an MTA other than sendmail, you are on your
+own from here on, I am afraid. Any users who have successfully
+installed Petidomo on a qmail-, vmailer-, or postfix-based system are
+more than welcome to contribute to this documentation to help other
+users.
+
+To run Petidomo via sendmail -- what is what you want to do --, you
+have to create apropriate aliases for it. You can do this by adding
+the folling lines to your aliases file, which usually resides in
+/etc/aliases or, with newer sendmail versions, in /etc/mail/aliases:
+
+    petidomo-manager:   postmaster
+    petidomo:           "|/usr/local/bin/petidomo --mode=listserv"
+    petidomo-approve:   "|/usr/local/bin/petidomo --mode=approve"
+
+In case you installed the Petidomo binary to some other location, you
+will have to change the paths here apropriately of course. You may
+also chose that mail for the "petidomo-manager" should go to some
+different address than "postmaster", if that suits your needs better;
+the main point is that somebody actually *reads* what arrives there.
+
+If executed the "install-testlist" target earlier and thus have the
+example mailing list from the distribution installed, you may also
+want to add the lines:
+
+    testlist:           "|/usr/local/bin/petidomo --mode=deliver testlist"
+    testlist-request:   "|/usr/local/bin/petidomo --mode=listserv testlist"
+    testlist-owner:     petidomo-manager
+
+Having done all this, execute the newaliases(1) utility to rebuild
+sendmail's internal database. Your changes will not have any effect
+unless you do this.
+
+
+Configuring the File Permissions
+================================
+
+The final step, before Petidomo is successfully installed, is to set
+the right permissions to the installation directories and installed
+files. Unfortunately, the installation process can not do this
+automatically; you have to chose what permissions are "right"
+yourself. If works like this: Petidomo will be called from sendmail,
+thanks to the aliases you just created. That means, that sendmail
+determines under what user to start Petidomo. In 99% of all
+configurations I have ever seen, that user is "daemon", but it *may*
+be something else, so we better figure it out for sure.
+
+Add the line
+
+    foobar:             "/tmp/foobar-mail"
+
+to your aliases file and execute newaliases(1). Then send an e-mail to
+the address "foobar". The contents of this mail will be stored in the
+file /tmp/foobar-mail then and we are interested in the user who owns
+this file:
+
+    root@peti:/# sendmail -v foobar </dev/null
+    foobar... aliased to "/tmp/foobar-mail"
+    "/tmp/foobar-mail"... Sent
+    root@peti:/# ls -l /tmp/foobar-mail
+    -rw-------   1 daemon   daemon        269 Feb 12 17:57 /tmp/foobar-mail
+
+See? On my system it is "daemon" indeed. On your system it may be
+someone else. Now that we know, you may remove the foobar-line from
+the aliases file again.
+
+OK, sendmail starts Petidomo under user id "daemon". This means that
+"daemon" must have read access to virtually any file in the Petidomo
+installation. This is the default, because all files are installed
+with read permisson for everybody. Also, all directories allow access
+to anybody by default. But "daemon" also needs write access to the
+"localstatedir" -- /usr/local/var/petidomo per default. You can ensure
+this by executing the command:
+
+    chown -R daemon /usr/local/var/petidomo
+
+This is a rather simplistic solution to the permisson problem; you
+*can* use much more fine-grained settings if you like to. But I
+figured that if you are the kind of person who wants to do things like
+this, you won't need an explanation how to do it anyway. Just that
+much information for you: Petidomo does not actually write to the
+"localstatdir", but only to the subdirectory ack-queue located in it.
+
+Of course, you do not necessarily need to have the ack-queue directory
+owned by "daemon", you can also set the group permissions
+apropriately. Furthermore, Petidomo will usually want to write to the
+lists directory located in the "localstatedir", because most list
+administrators tend to place the mailing list archives there, but you
+can enable write access according to the list's configuration once you
+know how you're mailing lists are configured. In case something does
+not work as expected, check out the syslog messages for the LOG_MAIL
+facility -- this is where Petidomo logs its error messages.
+
+
+Configuring Petidomo
+====================
+
+The last step before we can test our installation is to configure
+Petidomo. This is really simple. List the contents of the "sysconfdir"
+you chose. If you did not change the default paths, this is
+/usr/local/etc. There you will find two files: petidomo.conf-sample
+and petidomo.acl-sample. Just rename them to petidomo.conf and
+petidomo.acl respectively and fire up your favorite text editor to
+edit the file petidomo.conf.
+
+Uncomment the options "Hostname", "AdminPassword", and "MTA" and set
+the values correctly. "Hostname" should be the fully qualified domain
+name of the machine running Petidomo. It is essential that this name
+can receive e-mail, that is, that is has an MX record. (Talk to the
+person administrating the domain name service of your organization if
+this doesn't make any sense to you.) As "AdminPassword", you can chose
+pretty much any text you like, just make sure you remember it. The
+"MTA" setting will usually be alright the way it is. You may want to
+check whether sendmail does actually live at this path; on some
+Unixes, it is not installed at /usr/sbin/sendmail, but at
+/usr/lib/sendmail. Change the setting if this is the case. You can
+ignore all other settings right now. Come back and configure those
+once you have read the apropriate sections of this manual. If you're
+an experienced Unix wizard, the comments in the config file will
+probably be enough for you to guess what these options do, though.
+
+Once you have done this, your installation is ready to be tested.
+
+
+Testing the Installation
+========================
+
+Asserting you followed all steps described above, you have a working
+Petidomo installation now. Occasionally, some minor permisson problem
+may still remain to be fixed, or you may want to customize some texts.
+To figure out what is left to do (or to realize that there is nothing
+left do to), send an e-mail to the "petidomo" user on your machine and
+put the word "help" into the mail body -- without the quotes of
+course.
+
+On my system, this looks like this:
+
+    simons@peti:~/projects/petidomo$ echo help | sendmail -v petidomo
+    petidomo... aliased to "|/usr/local/bin/petidomo --mode=listserv"
+    "|/usr/local/bin/petidomo --mode=listserv"... Connecting to prog...
+    "|/usr/local/bin/petidomo --mode=listserv"... Sent
+
+Once you sent the e-mail, sendmail will start up Petidomo and feed the
+mail text into it for processing. If you take a look at the syslogfile
+containing the LOG_MAIL facility now -- this is usally
+/var/log/messages or /var/log/maillog --, you will find that Petidomo
+logged entries there that look pretty much like the following ones.
+The backslash ("\") characters at the end of some of these lines
+denote that the line has been wrapped for readability. In reality,
+this would be one single large line.
+
+    sendmail[8705]: f1CIHWJ08705: from=simons, size=5, class=0, \
+            nrcpts=1, msgid=<200102121817.f1CIHWJ08705@peti.cryp.to>, \
+            relay=simons@localhost
+    petidomo[8706]: Petidomo 4.0b1 (18-Jan-2001) starting up; \
+            mode=listserv, listname=<none>, \
+            masterconf=/usr/local/etc/petidomo.conf, \
+            approved=false, ruid=2, euid=2, gid=2, egid=2
+    petidomo[8706]: simons@peti.cryp.to: help
+    sendmail[8707]: f1CIHX508707: from=petidomo-manager@peti.cryp.to, \
+            size=2091, class=-100, nrcpts=1, \
+            msgid=<200102121817.f1CIHX508707@peti.cryp.to>, \
+            relay=daemon@localhost
+    sendmail[8705]: f1CIHWJ08705: \
+            to="|/usr/local/bin/petidomo --mode=listserv", \
+            ctladdr=petidomo (2/0), delay=00:00:01, xdelay=00:00:01, \
+            mailer=prog, pri=30005, dsn=2.0.0, stat=Sent
+    sendmail[8709]: f1CIHX508707: to=simons@peti.cryp.to, delay=00:00:00, \
+            xdelay=00:00:00, mailer=local, pri=212091, dsn=2.0.0, stat=Sent
+
+As you can see, Petidomo logged how it was started, where it is
+expecting its master config file and under which user- and group id it
+is running. Then it logs that it has received a HELP request. This
+request will be answered by sending the file
+/usr/local/share/petidomo/help back to the person who requested help,
+and if everthing worked, you will now find that mail in your mail box.
+
+If something went wrong, Petidomo will tell you what went wrong. So,
+please fix the problem and try again. In 99% of all cases, the error
+will say something like "opening file XYZ failed: permission denied".
+Then all you have to do is to make sure that the user under which
+Petidomo has been started (you have the numeric id in the logfile) has
+read access to that file. If the user has but Petidomo keeps
+complaining, check, whether that user has access to the directory at
+all!
+
+Those of you who executed the "install-testlist" target earlier in
+the "Building the Binaries" chapter may also want to test whether
+this mailing list is working. To do so, send another mail to Petidomo
+and put the command "subscribe YOUR-ADDRESS testlist" in the mail
+body -- without the quotes! "YOUR-ADDRESS" naturally means that you
+should insert your e-mail address here. This command will subscribe
+your e-mail address to the "testlist" mailing list; you should
+receive a confirmation about that via e-mail within moments. Once that
+is accomplished, send another e-mail to the "testlist" address on
+your system. The e-mail may look like whatever you want.
+
+Within seconds, you should get the mail back from the mailing list
+server -- and so will all other addresses that are subscribed to the
+list. My personal test mail looked like this:
+
+    From testlist-owner@peti.cryp.to  Mon Feb 12 19:43:56 2001
+    Received: (from daemon@localhost)
+            by peti.cryp.to id f1CIhuA08872 for simons@peti.cryp.to;
+            Mon, 12 Feb 2001 19:43:56 +0100
+    Received: (from simons@localhost)
+            by peti.cryp.to id f1CIhJY08853 for testlist;
+            Mon, 12 Feb 2001 19:43:19 +0100
+    Date: Mon, 12 Feb 2001 19:43:19 +0100
+    From: Peter Simons <simons@peti.cryp.to>
+    Message-Id: <200102121843.f1CIhJY08853@peti.cryp.to>
+    Subject: Petidomo absolutely rules the known earth!
+    Reply-To: testlist@peti.cryp.to
+    Sender: testlist-owner@peti.cryp.to
+    Precedence: list
+
+    It does ...
+
+If this all worked for you, you have a your Petidomo installation up
+and running. Men will envy you and women will desire you -- unless, of
+course, you *are* a woman, then it is vice versa. You will be able to
+stop smoking any time you want, you may eat anything you like and as
+much as you like, but you will never gain a single pound. Your sex
+life will improve dramatically, your boss will like you, your hard
+drives will never crash and your Internet connections will always be
+fast. All this, thanks to the wonders of the Petidomo Mailing List
+Manager!
+
+In case any of the benefits promised above stays away, please consult
+paragraphs 11 and 12 of the file COPYING included in this
+distribution.

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