paul@102 | 1 | imip-agent
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paul@102 | 2 | ==========
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paul@102 | 3 |
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paul@102 | 4 | This software implements an agent that can interpret e-mail messages
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paul@102 | 5 | containing calendar information, maintain availability records for scheduling
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paul@102 | 6 | participants, act on behalf of resources and other entities that need to
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paul@102 | 7 | participate in scheduling, and support user interfaces for end-users whose
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paul@102 | 8 | e-mail programs do not understand calendar data.
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paul@102 | 9 |
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paul@102 | 10 | Getting Started
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paul@102 | 11 | ===============
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paul@102 | 12 |
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paul@102 | 13 | Eventually, this information should be incorporated into packages for various
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paul@102 | 14 | operating system distributions, and these instructions should be largely
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paul@102 | 15 | superfluous for most users.
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paul@102 | 16 |
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paul@102 | 17 | System User and Filesystem Access
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paul@732 | 18 | =================================
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paul@102 | 19 |
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paul@731 | 20 | The data handled by imip-agent needs to be accessible to other software,
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paul@731 | 21 | notably mail handling software and Web server software. Two approaches are
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paul@731 | 22 | described here: LMTP delivery and local SMTP delivery.
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paul@731 | 23 |
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paul@731 | 24 | LMTP Delivery
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paul@731 | 25 | -------------
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paul@731 | 26 |
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paul@731 | 27 | Here, imip-agent's programs run in a way that permits LMTP delivery (requiring
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paul@731 | 28 | suitable local privileges to communicate with the mail storage solution)
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paul@731 | 29 | whilst allowing the Web server to read data written by those programs.
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paul@731 | 30 |
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paul@209 | 31 | A system group needs to be created for LMTP delivery and for certain users to
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paul@209 | 32 | share resources:
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paul@209 | 33 |
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paul@209 | 34 | addgroup lmtp
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paul@209 | 35 |
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paul@209 | 36 | This group should be employed for LMTP delivery by systems like Cyrus and
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paul@209 | 37 | Dovecot. See the section on configuring mail systems for delivery for more
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paul@209 | 38 | information.
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paul@209 | 39 |
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paul@102 | 40 | A system user needs to be created and to belong to certain groups in order to
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paul@102 | 41 | deliver messages to mail stores and to publish resources on the Web:
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paul@102 | 42 |
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paul@102 | 43 | useradd -d /var/lib/imip-agent -m -U -G lmtp,www-data -r imip-agent
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paul@102 | 44 |
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paul@209 | 45 | Store details and published resources need to be accessible by the imip-agent
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paul@209 | 46 | and www-data users. Thus, www-data also needs to belong to the lmtp group:
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paul@102 | 47 |
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paul@209 | 48 | adduser www-data lmtp
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paul@209 | 49 |
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paul@634 | 50 | Stored and published data is then initialised using the tools/init.sh script.
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paul@634 | 51 | The script employs the setgid flag on the directories initialised for stored
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paul@634 | 52 | and published data so that new files and directories have the appropriate
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paul@634 | 53 | group associated with them.
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paul@102 | 54 |
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paul@731 | 55 | It should be possible to omit all arguments to the init.sh script, but it is
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paul@731 | 56 | also worth reading the help message:
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paul@731 | 57 |
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paul@731 | 58 | tools/init.sh --help
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paul@731 | 59 |
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paul@634 | 60 | Fixing ownership can be done using the tools/fix.sh script, in case some form
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paul@634 | 61 | of modification has altered the ownership or membership of the created files
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paul@634 | 62 | and directories.
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paul@102 | 63 |
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paul@731 | 64 | Local SMTP Delivery
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paul@731 | 65 | -------------------
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paul@731 | 66 |
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paul@731 | 67 | Here, imip-agent's programs run in a way that permits local SMTP delivery
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paul@731 | 68 | (which merely needs the ability to connect to a local network service) whilst
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paul@731 | 69 | allowing the Web server to read data written by those programs.
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paul@731 | 70 |
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paul@731 | 71 | A system user needs to be created and to belong to certain groups in order to
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paul@731 | 72 | deliver messages to mail stores and to publish resources on the Web:
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paul@731 | 73 |
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paul@731 | 74 | useradd -d /var/lib/imip-agent -m -U -G www-data -r imip-agent
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paul@731 | 75 |
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paul@731 | 76 | Again, the tools/init.sh script will initialise directories for stored and
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paul@891 | 77 | published data. The tools/config.sh script should be edited and the group
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paul@891 | 78 | redefined as follows:
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paul@731 | 79 |
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paul@891 | 80 | IMIP_AGENT_GROUP=www-data
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paul@891 | 81 |
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paul@891 | 82 | If already installed, the /etc/imip-agent/config.sh script should be edited
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paul@891 | 83 | instead.
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paul@731 | 84 |
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paul@102 | 85 | Installing the Software
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paul@732 | 86 | =======================
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paul@102 | 87 |
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paul@102 | 88 | The tools/install.sh script should install the software in appropriate
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paul@175 | 89 | locations. See the prerequisites below for other software that will be
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paul@175 | 90 | required.
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paul@102 | 91 |
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paul@102 | 92 | Configuring Other Software
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paul@732 | 93 | ==========================
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paul@102 | 94 |
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paul@102 | 95 | The conf directory contains subdirectories for different systems:
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paul@102 | 96 |
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paul@102 | 97 | apache Apache 2 site configuration for publishing resources
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paul@670 | 98 | cron Cron command scheduling for free/busy updates
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paul@102 | 99 | exim Exim 4 routing and transport configuration
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paul@102 | 100 | postfix Postfix routing and transport configuration
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paul@102 | 101 |
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paul@102 | 102 | Either Exim or Postfix can be chosen as a mail system supporting the agent.
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paul@143 | 103 |
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paul@143 | 104 | Configuring Mail Systems for the Agent
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paul@143 | 105 | --------------------------------------
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paul@143 | 106 |
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paul@143 | 107 | The essential aspect of mail system configuration involves mail transports and
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paul@143 | 108 | the integration of agent programs into the mail processing pipeline. Thus, the
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paul@143 | 109 | following files are of particular interest:
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paul@143 | 110 |
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paul@175 | 111 | For Exim (in conf/exim)...
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paul@143 | 112 |
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paul@175 | 113 | 30_exim4-config_people Integration of agent programs
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paul@175 | 114 | 30_exim4-config_people_outgoing ...
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paul@175 | 115 | 30_exim4-config_resources ...
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paul@143 | 116 |
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paul@175 | 117 | For Postfix (in conf/postfix)...
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paul@143 | 118 |
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paul@175 | 119 | master.cf.items Integration of agent programs (for
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paul@175 | 120 | inclusion in master.cf)
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paul@175 | 121 | transport Configuration of agent transports
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paul@175 | 122 | virtual Configuration of outgoing mail routing
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paul@143 | 123 |
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paul@143 | 124 | Such files need adjusting for the deployment environment so that, for example,
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paul@143 | 125 | the example.com domain would be replaced with a suitable value.
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paul@143 | 126 |
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paul@891 | 127 | Where LMTP_SOCKET is employed, a suitable filesystem path is required; see
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paul@143 | 128 | below for a discussion of LMTP and mail delivery.
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paul@143 | 129 |
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paul@891 | 130 | If local SMTP delivery is being used, the conf/postfix/master.cf.items file
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paul@891 | 131 | will need adjusting to use the appropriate system group.
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paul@891 | 132 |
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paul@143 | 133 | Configuring Mail Systems for Mail Recipients
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paul@143 | 134 | --------------------------------------------
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paul@143 | 135 |
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paul@143 | 136 | The software should operate independently of the way mail recipients are
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paul@143 | 137 | identified in any given mail system, and thus does not dictate things such as
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paul@143 | 138 | routing or account querying. However, example configuration files are provided
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paul@143 | 139 | that demonstrate the use of LDAP to identify mail recipients:
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paul@143 | 140 |
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paul@890 | 141 | For Exim with LDAP (in conf/exim/ldap)...
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paul@143 | 142 |
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paul@175 | 143 | 010_exim4-config_people_outgoing Defines recipients and outgoing
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paul@175 | 144 | mail routing
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paul@175 | 145 | 890_exim4-config_ldap_people ...
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paul@175 | 146 | 890_exim4-config_ldap_resources ...
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paul@143 | 147 |
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paul@175 | 148 | For Postfix with LDAP (in conf/postfix/ldap)...
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paul@143 | 149 |
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paul@175 | 150 | main.cf.example Defines recipients and outgoing
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paul@175 | 151 | mail routing (for inclusion in
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paul@175 | 152 | main.cf)
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paul@175 | 153 |
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paul@177 | 154 | virtual_alias_maps_people.cf Defines recipients and outgoing
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paul@177 | 155 | virtual_alias_maps_people_outgoing.cf mail routing
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paul@176 | 156 | virtual_alias_maps_resources.cf ...
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paul@143 | 157 |
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paul@664 | 158 | Since the use of LDAP can be somewhat challenging and also excessive in some
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paul@664 | 159 | situations, examples of maintaining recipient information using a simpler
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paul@664 | 160 | approach are provided:
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paul@664 | 161 |
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paul@890 | 162 | For Exim without LDAP (in conf/exim/simple)...
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paul@890 | 163 |
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paul@890 | 164 | 010_exim4-config_people_outgoing Defines recipients and outgoing
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paul@890 | 165 | mail routing
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paul@890 | 166 | 890_exim4-config_ldap_people ...
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paul@890 | 167 | 890_exim4-config_ldap_resources ...
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paul@890 | 168 |
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paul@890 | 169 | virtual_people Defines recipient identities
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paul@890 | 170 | virtual_resources belonging to known domains
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paul@890 | 171 |
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paul@890 | 172 | virtual_domains Defines recipient domains
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paul@890 | 173 | virtual_people_outgoing Defines sender addresses
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paul@890 | 174 |
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paul@177 | 175 | For Postfix without LDAP (in conf/postfix/simple)...
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paul@177 | 176 |
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paul@177 | 177 | main.cf.example Defines recipients and outgoing
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paul@177 | 178 | mail routing (for inclusion in
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paul@177 | 179 | main.cf)
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paul@177 | 180 |
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paul@664 | 181 | virtual_alias_maps Defines recipients and outgoing
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paul@177 | 182 | virtual_alias_maps_people_outgoing mail routing
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paul@177 | 183 |
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paul@664 | 184 | In this simpler environment, recipient details must be manually edited in the
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paul@664 | 185 | virtual alias map files, but this permits a very transparent way of
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paul@666 | 186 | administering the system. To add support for delivery to local mailboxes, the
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paul@666 | 187 | following alternative to virtual_alias_maps is provided as an example:
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paul@666 | 188 |
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paul@666 | 189 | virtual_alias_maps_local Defines recipients and local users
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paul@664 | 190 |
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paul@664 | 191 | Naturally, the above recipient identification configuration examples can be
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paul@664 | 192 | disregarded in favour of other ways of defining mail recipients, subject to
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paul@664 | 193 | the needs of any given environment.
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paul@143 | 194 |
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paul@144 | 195 | LDAP Representations for Mail Recipients
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paul@144 | 196 | ----------------------------------------
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paul@144 | 197 |
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paul@144 | 198 | Relevant LDAP resources for structuring recipient information include the
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paul@144 | 199 | following:
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paul@144 | 200 |
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paul@175 | 201 | RFC 4524 Defines the mail attribute
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paul@175 | 202 | http://tools.ietf.org/html/rfc4524
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paul@175 | 203 |
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paul@175 | 204 | RFC 2798 Defines the inetOrgPerson object
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paul@175 | 205 | http://tools.ietf.org/html/rfc2798 class
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paul@175 | 206 |
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paul@175 | 207 | RFC 2739 Defines the calEntry object class
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paul@175 | 208 | https://tools.ietf.org/html/rfc2739 supporting calFBURL
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paul@144 | 209 |
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paul@144 | 210 | An additional draft RFC describes the mailRecipient object class:
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paul@144 | 211 |
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paul@144 | 212 | https://tools.ietf.org/html/draft-lachman-ldap-mail-routing-03
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paul@144 | 213 |
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paul@144 | 214 | Resource schemas for LDAP are not effectively standardised for the purposes of
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paul@145 | 215 | this software. A useful object class, inetResource, was defined for the
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paul@145 | 216 | iPlanet Calendar Server:
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paul@145 | 217 |
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paul@145 | 218 | http://docs.oracle.com/cd/E19566-01/819-4437/6n6jckqrf/index.html#anocg
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paul@145 | 219 | http://docs.oracle.com/cd/E19566-01/819-4437/6n6jckqr8/index.html
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paul@145 | 220 |
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paul@145 | 221 | Although Kolab maintains notions of resources, they are tied up with the
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paul@145 | 222 | notion of a shared folder and the kolabSharedFolder object class, although the
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paul@145 | 223 | mailRecipient object class is employed by resources in Kolab.
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paul@144 | 224 |
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paul@143 | 225 | Configuring Mail Systems for Mail Delivery
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paul@143 | 226 | ------------------------------------------
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paul@143 | 227 |
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paul@143 | 228 | The agent software assumes that delivery of mail to recipients may be
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paul@143 | 229 | performed using LMTP to a suitable mailbox provider. This is largely beyond
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paul@143 | 230 | the scope of this document, but systems such as Cyrus and Dovecot can be
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paul@143 | 231 | configured to provide a Unix domain socket offering support for LMTP
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paul@143 | 232 | connections.
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paul@133 | 233 |
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paul@209 | 234 | For Cyrus, the following bug report is pertinent:
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paul@209 | 235 |
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paul@209 | 236 | https://bugs.debian.org/cgi-bin/bugreport.cgi?bug=494746
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paul@209 | 237 |
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paul@209 | 238 | A permanent change in permissions on the Cyrus LMTP socket is therefore
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paul@209 | 239 | required to make delivery available to the lmtp group:
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paul@209 | 240 |
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paul@209 | 241 | dpkg-statoverride --force --update --add \
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paul@209 | 242 | cyrus lmtp 750 /var/run/cyrus/socket
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paul@209 | 243 |
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paul@670 | 244 | Configuring Cron for Free/Busy Updates
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paul@670 | 245 | --------------------------------------
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paul@670 | 246 |
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paul@670 | 247 | The periods occupied by recurring events are not expanded beyond a certain
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paul@670 | 248 | window of time by imip-agent. As a consequence, free/busy collections need to
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paul@670 | 249 | be progressively expanded over time to include periods occupied by such events
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paul@670 | 250 | that were not previously recorded in those collections.
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paul@670 | 251 |
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paul@670 | 252 | The conf/cron/cron.daily/imip-agent file contains commands that update
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paul@670 | 253 | free/busy collections for all known users, and this should be copied to the
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paul@670 | 254 | appropriate destination. For example:
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paul@670 | 255 |
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paul@670 | 256 | cp conf/cron/cron.daily/imip-agent /etc/cron.daily/
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paul@670 | 257 |
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paul@670 | 258 | Where frequency-specific directories are not supported by cron on a system, a
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paul@670 | 259 | crontab entry of the appropriate format is required instead.
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paul@670 | 260 |
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paul@748 | 261 | Configuring Web Servers for Free/Busy Publishing
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paul@748 | 262 | ------------------------------------------------
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paul@748 | 263 |
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paul@748 | 264 | Each user may request the publishing of their free/busy information by
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paul@748 | 265 | configuring certain settings. The conf/apache/imip-agent.conf file provides a
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paul@748 | 266 | configuration file for deployment with the Apache Web server software that
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paul@748 | 267 | exposes a directory for Web publishing containing the published free/busy
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paul@748 | 268 | information.
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paul@748 | 269 |
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paul@748 | 270 | Access to free/busy information may not be moderated, but Web server
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paul@748 | 271 | directives can be introduced to impose access controls. Mail programs that
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paul@748 | 272 | wish to consult the free/busy information may have problems in dealing with
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paul@748 | 273 | authentication mechanisms, however, and it may be regarded as acceptable in
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paul@748 | 274 | certain environments to expose such information publicly or with
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paul@748 | 275 | network-specific access constraints.
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paul@748 | 276 |
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paul@748 | 277 | Configuring Web Servers for the Calendar Management Interface
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paul@748 | 278 | -------------------------------------------------------------
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paul@748 | 279 |
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paul@748 | 280 | A calendar management interface is provided to allow users to view and
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paul@748 | 281 | interact with their calendars through the Web. The
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paul@748 | 282 | conf/apache/imip-manager.conf file provides a configuration file for
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paul@748 | 283 | deployment with the Apache Web server software that enables this interface.
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paul@748 | 284 |
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paul@748 | 285 | Since such access to calendars should only be performed by identified
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paul@748 | 286 | users, access controls are suggested in the configuration file.
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paul@748 | 287 |
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paul@133 | 288 | Prerequisites
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paul@732 | 289 | =============
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paul@133 | 290 |
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paul@133 | 291 | Depending on the mail transport agent (MTA) chosen, the following packages are
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paul@133 | 292 | required for this software to work on Debian systems:
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paul@133 | 293 |
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paul@133 | 294 | Exim: exim4-daemon-heavy
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paul@133 | 295 | Postfix: postfix postfix-ldap
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paul@149 | 296 |
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paul@175 | 297 | The software itself requires the following packages:
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paul@175 | 298 |
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paul@890 | 299 | Python: python
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paul@175 | 300 | pytz: python-tz
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paul@175 | 301 |
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paul@149 | 302 | The management Web interface requires the following packages:
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paul@149 | 303 |
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paul@890 | 304 | Apache: apache2
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paul@149 | 305 | Babel: python-babel
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paul@890 | 306 |
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paul@890 | 307 | Although not necessarily within the scope of the deployment of this software,
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paul@890 | 308 | the following mail storage solutions would be used to receive and hold
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paul@890 | 309 | messages:
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paul@890 | 310 |
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paul@890 | 311 | Cyrus: cyrus-imapd
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paul@890 | 312 | Dovecot: dovecot-imapd dovecot-ldap dovecot-lmtpd
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