$Id: INSTALL 5002 2008-09-26 10:12:48Z henningw $


     ===========================================

            OpenSER Installation Notes

             http://www.openser.org/

     ===========================================

  This memo gives you hints how to set up OpenSER quickly. To 
  understand how OpenSER works and how to configure it properly,
  read admin's guide available from OpenSER website. We also
  urge you to read latest ISSUES (available from OpenSER website 
  too) and check for potential problems in this release.
  Users of previous releases are encouraged to read NEWS to
  learn how to move to this new OpenSER version.
  

TOC

1. Supported Architectures and Requirements
2. Howto Build openser From Source Distribution
3. Quick-Start Installation Guide
   A) Getting Help
   B) Disclaimers
   C) Quick Start
   D) openser with Persistent Data Storage
4. Troubleshooting



1. Supported Architectures and Requirements
-------------------------------------------

Supported architectures: Linux/i386, Linux/armv4l, FreeBSD/i386, OpenBSD/i386
Solaris/sparc64, NetBSD/sparc64
(for other architectures the Makefiles might need to be edited)

There are various configuration options defined in the Makefile.

Requirements:


- gcc / suncc / icc : gcc >= 2.9x; 4.[012] recommended (it will work with 
   older version but it might require some options tweaking for best 
   performance)
- bison or yacc (Berkley yacc)
- flex
- GNU make (on Linux this is the standard "make", on FreeBSD and Solaris is
   called "gmake") version >= 3.79.
- sed and tr (used in the makefiles)
- GNU tar ("gtar" on Solaris) and gzip if you want "make tar" to work
- GNU install or BSD install (on Solaris "ginstall") if you want "make
  install", "make bin", "make sunpkg" to work
- openssl if you want to compile the TLS support
- libsctp if you want to compile the SCTP support
- libmysqlclient & libz (zlib) -libs and devel headers- if you want mysql DB
   support (the mysql module)
- libpq / postgresql -libs and devel headers- if you want postgres DB
   support (the postgres module)
- unixodbc -libs and devel headers- if you want unixodbc DB
   support (the unixodbc module)
- libexpat if you want the jabber gateway support (the jabber module) or the
   XMPP gateway support
- libxml2 if you want to use the cpl-c (Call Processing Language) or
   the presence modules (presence and pua*)
- libradius-ng -libs and devel headers- if you want to use functionalities
   with radius support - authentication, accounting, group support, etc
- unixodbc - libs and devel headers - if you want UNIXODBC support as
   DB underlayer
- libxmlrpc-c3 - libs and devel headers - if you want to have XML-RPC support
   for the Management interface (MI)
- libperl - libs and devel headers - if you want PERL connector to support
   perl scripting from you config file (perl module)
- libsnmp9 - libs and devel headers - if you want SNMP client functionality 
   (SNMP AgentX subagent) for openser
- libldap libs and devel headers v2.1 or greater - if you want LDAP support
- libconfuse and devel headers - if you want to compile the carrierroute
  module

OS Notes:

- FreeBSD/OpenBSD/NetBSD: make sure gmake, bison or yacc & flex are installed
- Solaris: as above; you can use Solaris's yacc instead of bison. You might
  need also gtar and ginstall.


2. Howto Build openser From Source Distribution
-------------------------------------------

(NOTE: if make doesn't work try gmake  instead)

- compile with default options (TLS support is enabled by "TLS=1"; SCTP
support is enabled by "SCTP=1"):

make   #builds only openser core, equivalent to make openser
make modules

or make all #builds everything

-compile debug mode version

make mode=debug all

-compile only the textops module

make modules=modules/textops modules

-compile all the "default" modules except textops and mysql

make skip_modules="textops mysql" modules

-compile all default modules and include uri_radius (not compiled by default):

make include_modules="uri_radius" modules

-compile all the modules from the modules subdirectory (even the one excluded
by default):

make exclude_modules="" modules

-compile all the modules from the modules subdirectory excluding exec:

make exclude_modules=exec modules
or
make exclude_modules="" skip_modules=exec modules

-compile with gcc-3.2 instead of gcc

make CC=gcc-3.2 all

or

CC=gcc-3.2 make all



Make targets:

Clean:

make clean   (clean the modules too)
make proper  (clean also the dependencies)
make distclean (the same as proper)
make mantainer-clean (clean everything, including auto generated files,
 tags, *.dbg a.s.o)

Compile:

make proper
make
(or gmake on non-Linux systems)
make modules 
or make modules exclude_modules="exec" etc.

Make tags:

make TAGS

Create a tar.gz with the sources (in ../):

make tar

Create a tar.gz with the binary distribution (in ../):

make bin

Create a gzipped solaris package (in ../):

make sunpkg

Create debian packages (in ../):

make deb

or

dpkg-buildpackage

Install:

make prefix=/usr/local  install

Note: If you use prefix parameter in make install then you also need
to use this parameter in previous make commands, i.e. make, make modules,
or make all. If you fail to do this then OpenSER will look for the default
configuration file in a wrong directory, because the directory of the
default configuration file is hard coded into openser during compile time. 
When you use a different prefix parameter when installing then the 
directory hard coded in openser and the directory in which the file will be 
installed by make install will not match. (You can specify exact location
of the configuration file using -f parameter of openser).

For example, if you do the following:
make all
make prefix=/ install

Then the installation will put the default configuration file into
/etc/openser/openser.cfg (because prefix is /), but openser will look for the
file in /usr/local/etc/openser/openser.cfg (because there was no prefix
parameter in make all and /usr/local is the default value of prefix).

Workaround is trivial, use the same parameters in all make commands:
make prefix=/ all
make prefix=/ install

That applies to other make parameters as well (for example parameters
"modules" or "excluded_modules").


3. Quick-Start Installation Guide
----------------------------------------------

A) Getting Help

This guide gives you instructions on how to quickly set up OpenSER 
on your box. In case the default configuration does not fly, check 
documentation at openser site
  http://www.openser.org/
to learn how to configure OpenSER for your site.

If the documentation does not resolve your problem you may try contacting 
our user forum by E-mail at users@openser.org -- that is the mailing list 
of openser community. To participate in the mailing list, subscribe at the 
following web address:
  http://www.openser.org/cgi-bin/mailman/listinfo/users


B) Disclaimers

Note well the default "quick-start" configuration is very simple in order 
to be easily installable. It provides minimum features. Particularly, 
authentication is by default disabled, which means anyone can register using
any name with the server. (This is on purpose to avoid installation 
dependencies on MySQL which is needed for storing user credentials.)


C) Quick Start

The following step-by step guide gives you instructions how to install the 
sql-free distribution of openser. If you need persistence and authentication, 
then you have to install additional MySql support -- proceed to section D)
after you are finished with C).

1) Download an RPM or debian package from our site
     http://openser.org/pub/openser/latest/packages/
If you don't use an rpm or debian based distribution, see if corresponding 
packages are available or try our tar.gz'ed binaries.
If you use Gentoo Linux you do not have to download a package.
For debian, packages are available via the Debian official repositories for
testing and unstable. For stable, use the project's repository at:
     deb http://www.openser.org/debian stable main

2) install the package
RPM:
    rpm -i <package_name>
debian:
    dpkg -i <package_name>
    or if APT repository is used:
    apt-get install <package_name> 
gentoo:
    emerge openser
    (or if use only stable packets: ACCEPT_KEYWORDS="~x86" emerge openser)
tar.gz:
    cd /; tar zxvf <package_name>_os_arch.tar.gz
    (it will install in /usr/local/, and the configuration file in
     /usr/local/etc/openser/openser.cfg)
Solaris:
    gunzip <package_name>.gz ; pkgadd -d <package_name>
*BSD:
    pkg_add package_name
    Note that the OpenSER package is in the FreeBSD package tree included, 
    but is not present in the OpenBSD and NetBSD repository. You'll probably
    have more luck trying to build directly from the source with the tar.gz,
    as the package files for this systems are somewhat out of date at the
    moment.

3) start the server
RPM + gentoo:
    /etc/init.d/openser start
debian:
    openser is started automatically after the install
    (in case something fails you can start it with /etc/init.d/openser start)
tar.gz:
    the tar.gz does not include an init.d script, you'll have to create one of
    your own or adapt one from the source distribution (debian/init.d,
    rpm/openser.init.*, gentoo/openser.init)
    You can start openser directly with /usr/local/sbin/openser.
Solaris:
    see tar.gz.

4) optionally, watch server's health using the openserctl utility
    - to do so, first set the environment variable SIP_DOMAIN to your domain 
      name, e.g., in Bourne shell, call
        export SIP_DOMAIN="myserver.foobar.com"
    - if you are using other than 'localhost' mysql server for maintaining
      subscriber database, change the variable 'SQL_HOST' to the proper
      host name in the openserctl script
    - run the openserctl utility
        /usr/sbin/openserctl moni
      or
        /usr/local/sbin/openserserctl moni (if you installed from a tar.gz
        or solaris package)
    - you can create a resource file for openserctl, name it .openserctlrc
      and place it in your home directory. You can set there the values for
      openserctl variables (e.g., SIP_DOMAIN, SQL_HOST, SQL_USER, SQL_DB ...)

5) Register with the server using your favourite SIP User Agent.
   For example, users of Windows Messenger need to set
   in Tools->Options->Accounts the following values:
     Sign-in Name: <username>@<your_server_address>
     Advanced->Configure Settings (on)
     Advanced->Server: <your_server_address>
     Connect Using: UDP



D) openser with Persistent Data Storage

The default configuration is very simple and features many simplifications. 
In particular, it does not authenticate users and loses User Location database 
on reboot. To provide persistence, keep user credentials and remember users' 
locations across reboots, openser can be configured to use MySQL. Before you
proceed, you need to make sure MySQL is installed on your box.

1) Download the package containing mysql support for openser from: 
    http://www.openser.org/pub/openser/
    (rpm and deb provided, most of the binary tar.gz distributions and the 
     solaris package include it; if it is not present you'll have to rebuild
     from the source).
   For gentoo please include 'mysql' to your USE variable in /etc/make.conf
   or give it as variable to the emerge command.
2) install the package
    RPM based:
      rpm -i <package_name>
    DEB based:
      dpkg -i <package_name> 
      or if APT repository is used
      apt-get install <package_name> 
    Gentoo Linux:
      emerge openser
      (if do not want to put 'mysql' into your USE variable you can type:
      USE="mysql" emerge openser)
3) create SQL tables
    You must specify your database type in the /etc/openserctlrc file, e.g.
    MySQL. See section 7 for an explanation of further possible parameters.
    - if you have a previously installed OpenSER on your system, use
         /usr/sbin/openserdbctl migrate
      to convert your OpenSER database into new structures
      NOTE: "migrate" is available only for mysql DBs
    - otherwise, if this is your very first installation, use
         /usr/sbin/openserdbctl create
      to create OpenSER database structures
      (you will be prompted for password of MySQL "root" user)

4) configure openser to use SQL
    uncomment all lines in configuration file openser.cfg which are related to 
    authentication:
    - loadmodule "/usr/lib/openser/modules/mysql.so"
    - loadmodule "/usr/lib/openser/modules/auth.so"
    - loadmodule "/usr/lib/openser/modules/auth_db.so"
    - modparam("usrloc", "db_mode", 2)
    - modparam("auth", "calculate_ha1", yes)
    - modparam("auth_db", "password_column", "password")
    - if (!www_authorize("sip.org", "subscriber")) {
        www_challenge("sip.org", "0"); 
        exit;
      };
5) be sure to replace realm, the first parameter in www_* actions, 
   with name of your server; some broken UAC implementations don't 
   authenticate otherwise; the authentication command in your
   configuration script should look then like this:
      if (!www_authorize("myserver.foobar.com", "subscriber")) {
        www_challenge("myserver.foobar.com", "0"); 
        exit;
      }
6) restart the server
    /etc/init.d/openser restart
7) you can now start  managing the server using the openserctl utility; 
   you need to first set the environment variable SIP_DOMAIN to your 
   local SIP realm, e.g.,
       export SIP_DOMAIN="myserver.foobar.com"
   or you can configure via the resource file for openserctlrc. The default
   file is installed in the etc/ directory of your installation (along with the
   OpenSER config file). For per user configuration, create .openserctlrc
   in your home directory.
   You can set there the values for openserctl variables like:
        SIP_DOMAIN - your SIP domain
        DBENGINE - database type: MYSQL, PGSQL or DBTEXT by default none is loaded
        DBHOST - database host
        DBNAME - database name
        DBRWUSER - database read/write user
        DBROUSER - database read only user
        DBROPW - password for database read only user
        DBROOTUSER - database super user
        ALIASES_TYPE - type of aliases used:
                        DB - database aliases
                        UL - usrloc aliases
                        default none
        CTLENGINE - control engine: FIFO or UNIXSOCK
        OSER_FIFO - path to FIFO file
        VERBOSE - verbose - debug purposes - default '0'

   a) watch the server status using 'openserctl moni'
   b) try to login with your SIP client as user 'admin' with 
      password 'openserrw'
   c) try adding new users using 
       'openserctl add <name> <password> <email>'

8) default values (database url, users and passwords) are:
   - DEFAULT_DB_URL="mysql://openser:openserrw@localhost/openser"
   - r/w user: openser ; passwd: openserrw
   - r/o user: openserro ; passwd: openserro
     VERY IMPORTANT NOTE: for security reasons, do change the values of 
     passwords after installation

4. Troubleshooting
------------------

Q: SIP requests are replied by openser with "483 Too Many Hops" or 
   "513 Message Too Large"

A: In both cases, the reason is probably an error in request routing script 
   which caused an infinite loop. You can easily verify whether this happens 
   by watching SIP traffic on loopback interface. A typical reason for
   misrouting is a failure to match local domain correctly. If a server fails
   to recognize a request for itself, it will try to forward it to current URI
   in believe it would forward them to a foreign domain. Alas, it forwards the
   request to itself again. This continues to happen until value of
   max_forwards header field reaches zero or the request grows too big.
   Solutions is easy: make sure that domain matching 
   is correctly configured. A quick way to achieve that is to introduce a config
   option to openser.cfg: alias=domainname, where domainname shall be replaced
   with name of domain, which you wish to server and which appears in
   request-URIs.
