Internet Messaging Server Suite Evaluation Guide Setting up and testing Isode's Messaging & Directory Servers for Internet Messaging Internet Messaging Server Suite Evaluation Guide Page 1 of 15
Objectives The purpose of this guide is to show you how to set up and manage a basic internet messaging system using Isode servers and management tools. By the end of this guide you will have: Created a directory server to hold configuration information and created the messaging configuration. Created user accounts using Isode's management tool, MConsole. Exchanged email messages between user accounts. You'll use Isode's management tool, MConsole, to achieve the objectives of this guide (which is installed with the Isode servers): MConsole is Isode's central tool for Configuration and Operational management of both Internet and X.400 Messaging deployments. MConsole will also set up the directory used to hold your messaging configuration and user details. Note for Windows Users If you're running Windows Vista or Windows 7 you will need to run Isode Management tools (like MConsole) as an Administrator. You can do this by right-clicking on the program icons and choosing 'Run as administrator' from the pop-up. Installation Requirements You should visit [ www.isode.com/evaluate/supported-platforms.html] to discover which operating systems are supported for Isode evaluations. Evaluation downloads (excluding documentation) are held in a password-protected section of the Isode website. You will need to fill in the form located at [www.isode.com /evaluate/evalrequest.html] to apply for password access. Installing Isode Applications Many Isode management tools are written in Java. You should install Java before installing the Isode packages. You can obtain the required packages (Java SE 7 JRE) from [www.oracle.com/technetwork/java /javase/downloads/index.html]. After obtaining password access to the Isode binary files you should download and install M-Vault, M-Switch and M-Box following the instructions on the download page for your platform. The number of packages required will vary depending on platform. Obtain a License File Isode products require a valid license from Isode before they will run correctly. Licenses are issued by Isode Customer Services. If you haven't already been sent a license when requesting access to the evaluation files, please send a message to request a license to [ pre-sales@isode.com] remembering to specify which Isode server products you need a license file for. By default the license file you receive needs to be installed in "\Isode\etc\" (Windows) or "/etc/isode/" (Linux) as license.dat. You may have chosen an alternative installation directory when installing the software, in which case you will have to place the license file there. Internet Messaging Server Suite Evaluation Guide Page 2 of 15
Create a Messaging Configuration using MConsole Your messaging configuration will be held in a Directory Server (DSA). In this section we're going to use MConsole to set up the DSA and your messaging configuration. Starting MConsole (Windows) Click Start and from the Programs menu, select 'Isode 16.3 > MConsole (Message Switch Console)' Starting MConsole (Linux) Type in the following command: % /opt/isode/bin/mconsole Setting a Bind Profile Passphrase If this is the first time you have run one of the main Isode management GUIs, at startup a window will be displayed asking if you wish to encrypt your bind profile (answer 'Yes') and then asking for a passphrase that will be used for that purpose. Type in the passphrase you want to use to access the bind profile you're about to create and click OK. Note You must remember this passphrase as you will be asked to provide (but not set) it every time you start MConsole or another Isode Management GUI. Creating the DSA After setting your bind profile passphrase a welcome screen will prompt you with a range of options. Select 'Create a new DSA and Messaging Configuration'. Internet Messaging Server Suite Evaluation Guide Page 3 of 15
In the DSA creation wizard, accept the defaults presented in the DIT structure configuration screen. Click [Next] and step through the wizard screens, accepting the defaults, making sure to note down the password created in the 'Passwords configuration' screen or fill in your own. Internet Messaging Server Suite Evaluation Guide Page 4 of 15
Click on [Next >] and MConsole will create and display Bind profile name and filesystem location for the Directory. Accept the defaults in the two fields and click [ Next> ]. Click [Next] and accept the defaults on the 'Address Configuration' screen. Click [Next] to display the 'Confirm Details' screen. At the end of the Wizard click on [Finish] to create and start the DSA and then connect to the DSA in the 'Bind Profile Management' screen. Creating the Messaging Configuration After creating the DSA in the last section, MConsole will prompt you to create a new messaging configuration. Internet Messaging Server Suite Evaluation Guide Page 5 of 15
Click [Next] and select 'SMTP (M-Switch SMTP)' from the 'Messaging Configuration Type' screen. MConsole will prompt you for a Market Segment choice (General Purpose or Military). For the purposes of this evaluation accept the default, General Purpose, option and click on [Next]. Specify the fully qualified hostname of the MTA (this will normally be pre-filled) and click on [Next]. Enter the authentication details for the MTA Queue Manager. These details are used by MTA clients such as MConsole's Switch View. Enter an Admin Password and Click on [Next]. Internet Messaging Server Suite Evaluation Guide Page 6 of 15
In the next screen enter the 'Email address domain' of "headquarters.net". If you do not have MX records for your domain then uncheck the "Use MX records" checkbox then click [Next]. In the next screen you'll be asked for Anti-Virus configuration information. We're not going to install an AV package with this installation (so leave it at the default value of 'none') however for information on AV configuration you should read 'Chapter 21: Content Checking 'of the M-Switch Administration Guide available from [ www.isode.com/support/docs.html]. You'll now specify the configuration files to be created for the MTA to be able to initialize its services and Internet Messaging Server Suite Evaluation Guide Page 7 of 15
startup. The defaults displayed in the next screenshot assume the MTA will be running on the local system. Click on [Finish] and the configuration created will be displayed. You've now completed configuring both the M-Switch (STMP) and M-Box (POP/IMAP) servers. After starting services, you will use MConsole to add two user accounts to your configuration. Starting Services on Windows (Isode Service Configuration tool) Click 'Start' from the 'Programs' menu and select 'Isode 16.3 > Isode Service Configuration'. On startup you'll see that the DSA you created earlier has already been started. From the menu select 'Actions > Install Isode Services'.Tick the M-Switch, M-Box, M-Switch Audit Database and Isode Embedded Tomcat Server options in the 'Service Selection Type' pop-up, click [Next] Internet Messaging Server Suite Evaluation Guide Page 8 of 15
, accept all the services set by default in the 'Service Selection' screen and then click [Finish]. Start the following services by highlighting them in turn and clicking on the [Start] button: Isode DSA (isode.dsa.x) - this will already be running as above Isode Embedded Tomcat Server (isode.tomcat) Isode M-Box IMAP Server (isode.mbox.imapd) Isode M-Box LMTP Server (isode.mbox.lmtpd) Isode M-Box Management Server (isode.mbox.msadmind) Isode Event Server (isode.mbox.meventd) Isode M-Box POP3 Server (isode.mbox.pop3d) Isode M-Box ManageSieve Server (isode.mbox.sieved) Isode M-Switch Queue Manager (isode.pp.qmgr) Isode M-Switch SMTP Server (isode.pp.smtp) Starting Services on Linux For Linux, the required services can be s started by executing: 1. 2. 3. /etc/init.d/isode-tomcat start /etc/init.d/pp start /etc/init.d/mbox start Internet Messaging Server Suite Evaluation Guide Page 9 of 15
Adding Users using MConsole In this section we're going to use MConsole to add two messaging users to our messaging configuration. Select View > Configuration > Internet Mailbox Management. We're going to create two new users, ISP User1 (ISPUser1@headquarters.net) and ISP User2 (ISPUser2@headquarters.net). For each follow the same process. Select 'Add MBox user' from the Internet Mailbox Management page. In the first page of the wizard, keep the default of 'M-Box: Person' and select [Next]. Now add the email address, First name / Surname and choose a password for user ISP User1, then click [Fin ish]. Internet Messaging Server Suite Evaluation Guide Page 10 of 15
Now repeat the process for your second new user 'ISP User2'. Your system is now ready for use. Internet Messaging Server Suite Evaluation Guide Page 11 of 15
Setting Up Client Email Accounts You can use any standard email client to test the system by setting up accounts for both users. In the screenshots below the Thunderbird client has been used [ http://www.mozillamessaging.com]. Configuring incoming (IMAP) email accounts Details for the two accounts you're going to set up are given in the table below (you can use POP or IMAP). Note that the server name 'machinename' should be replaced with the name of the machine you are using to conduct your evaluation or 'localhost' if you're running the servers on the same machine you're using for the email client. ISP User1 ISP User2 User Name ispuser1@headquarters.net ispuser2@headquarters.net User Email ispuser1@headquarters.net ispuser2@headquarters.net Type IMAP> IMAP Server machinename machinename Port 143 143 Password secret secret In Thunderbird you can set up account from the 'Tools > Account Settings' menu item. Thunderbird will atempt to set up accounts automatically after prompting you for basic user information (name, email address and password). When it fails to find information on 'headquarters.net' click on the [Manual Setup..] button seen below. You can then set up the Fred Brown account as below. Internet Messaging Server Suite Evaluation Guide Page 12 of 15
Configuring the outgoing (SMTP) server After setting up in incoming accounts, Thunderbird needs to know how to retrieve email for these email accounts from M-Box (Isode's POP/IMAP Message Store). You now need to set up the outgoing (SMTP) server. Click on the 'Outgoing Server (SMTP)' in the left hand pane of the 'Account Settings' and select and edit the 'MyISP' entry (or create one if it's not there). The screenshot below shows the SMTP server settings for both accounts. Internet Messaging Server Suite Evaluation Guide Page 13 of 15
What next/other resources Help us improve our Evaluation Guides Producing evaluation guides that are easy to follow and that help evaluators get started with our products is important to us. Please help us improve this guide by emailing us at marketing@isode.com. Product Information While following this guide you have installed M-Vault (LDAP/X.500 Directory Server), M-Switch (SMTP Message Switch) and M-Box (POP/IMAP Message Store). For more information on these server products, follow the links below: M-Vault: [ www.isode.com/products/m-vault-directory.html] M-Switch: [ www.isode.com/products/m-switch.html] M-Box: [ www.isode.com/products/m-box.html] You have also used two Isode GUI Management Tools, MConsole (setup and management) and the web-based IMA (Internet Messaging Administrator). For more information: MConsole: [ www.isode.com/products/internet-messaging-management.html] IMA: [ www.isode.com/products/m-box-management.html] Exploring Product Capabilities This guide has covered only the basic functionality of Isode's server products. To explore the capabilities of these servers further, you should read the relevant Administration Guides which are available from the Isode website in PDF format [ www.isode.com/support/docs.html]. XMPP Instant Messaging You might want to add XMPP Instant Messaging and Multi-User Chat to your ISP setup using Isode's XMPP Server. M-Link. A separate evaluation guide for XMPP is available from [http://www.isode.com/eval uate/instant-messaging-xmpp.html]. The evaluation license file you already have will allow you to set this up. Information on integrating XMPP into the ISP setup found in this guide can be found in the M-Link Administration Guide. More information on M-Link can be found at [ www.isode.com/products/m-link.html]. Whitepapers Isode regularly publishes whitepapers relevant to Internet Messaging technologies. All whitepapers can be searched from the whitepaper index page at [ www.isode.com/whitepapers/index.html]. You can browse whitepapers relevant to your particular area of interest by following the links on the sub-menu on the left hand side of that page. Internet Messaging Server Suite Evaluation Guide Page 14 of 15
Copyright The Isode Logo and Isode are trade and service marks of Isode Limited. All products and services mentioned in this document are identified by the trademarks or service marks of their respective companies or organizations, and Isode Limited disclaims any responsibility for specifying which marks are owned by which companies or organizations. Isode software is copyright Isode Limited 2002-2016, All rights reserved. Isode software is a compilation of software of which Isode Limited is either the copyright holder or licensee. Acquisition and use of this software and related materials for any purpose requires a written licence agreement from Isode Limited, or a written licence from an organization licensed by Isode Limited to grant such a licence. This manual is copyright Isode Limited 2016. Internet Messaging Server Suite Evaluation Guide Page 15 of 15