$Id: INSTALL,v 1.5.2.1 2006/02/27 12:51:19 bogdan_iancu Exp $


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

            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 or icc : gcc >= 2.9x; 3.[12] 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
- libmysqlclient & libz (zlib) if you want mysql support (the mysql module)
- libexpat if you want the jabber gateway support (the jabber 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:

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 print module

make modules=modules/print 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="CVS 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 set up the Open SIP Express 
Router (openser) on your box quickly. 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://www.openser.org
If you don't use an rpm or debian based distribution, try our tar.gz'ed 
binaries.
If you use Solaris 8 you can try our solaris package.
If you use Gentoo Linux you do not have to download a package.

2) install the package
RPM:
    rpm -i <package_name>
debian:
    dpkg -i <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
    
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 -i <package_name>
    or
    dpkg -i <package_name>
	or
	emerge openser
	(if do not want to put 'mysql' into your USE variable you can type:
	 USE="mysql" emerge openser)
3) create MySQL tables
	- if you have a previously installed OpenSER on your system, use
    	/usr/sbin/openser_mysql.sh reinstall 
	  to convert your OpenSER database into new structures
	- otherwise, if this is your very first installation, use
    	/usr/sbin/openser_mysql.sh 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"); 
        break;
      }; 
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"); 
        break;
      }
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"

   a) watch the server status using 'serctl moni'
   b) try to login with your SIP client as user 'admin' with password 'heslo'
   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
  NOTE: for security reasons, do change the values of passwords
  after installation

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

Q: Windows Messenger authentication fails. 

A: The most likely reason for this problem is a bug in Windows Messenger. 
   WM only authenticates if server name in request URI equals authentication 
   realm. After a challenge is sent by SIP server, WM does not resubmit the 
   challenged request at all and pops up authentication window again. If you 
   want to authenticate WM, you need to set up your realm value to equal server 
   name. If your server has no name, IP address can be used as realm too.

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.
