$Id$


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

     SIP Express Router (ser) Installation Notes

             http://www.iptel.org/ser/

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

  This memo gives you hints how to set up SER quickly. To 
  understand how SER works and how to configure it properly,
  read admin's guide available from SER website. We also
  urge you to read latest ISSUES (available from SER 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 SER version.
  

TOC

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



+--------------------------------------------------------+
| CAUTION: the 0.8.11 release include changes which      |
| are incompatible with scripts and databases used       |
| in previous versions. Care is advised when upgrading   |
| from previous releases to 0.8.11.                      |
+--------------------------------------------------------+



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 ser From Source Distribution
-------------------------------------------

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

- compile with default options:

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

or make all #builds everything

- compile with profiling

make PROFILE=-pg all

-compile debug mode version

make mode=debug all

-compile debug version with profiling

make mode=debug PROFILE=-pg all

-compile only the print module

make modules=modules/print modules

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

make skip_modules="textops vm" 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 vm:

make exclude_modules=vm modules

or

make exclude_modules="" skip_modules=vm modules


-compile with the "tm" module statically linked and with profiling

make static_modules=tm PROFILE=-pg all

-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 print" 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 SER will look for the default
configuration file in a wrong directory, because the directory of the
default configuration file is hard coded into ser during compile time. 
When you use a different prefix parameter when installing then the 
directory hard coded in ser 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 ser).

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

Then the installation will put the default configuration file into
/etc/ser/ser.cfg (because prefix is /), but ser will look for the file
in /usr/local/etc/ser/ser.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 SIP Express 
Router (ser) on your box quickly. In case the default configuration
does not fly, check documentation at ser site
  http://www.iptel.org/ser/
to learn how to configure SER for your site.

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

To participate in our commercial support program, contact info@iptel.org.
The support program will provide you with most timely and accurate help
for configuration, integration, development and any other technical
activity.


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 ser. 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.iptel.org/ser
If you don't use an rpm or debian based distribution, try our tar.gz'ed binaries
 (ser-$(version)_$(os)_$(arch).tar.gz, e.g: ser-0.8.8_linux_i386.tar.gz).
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 ser
	(or if use only stable packets:
	 ACCEPT_KEYWORDS="~x86" emerge ser)
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/ser/ser.cfg)
Solaris:
    gunzip <package_name>.gz ; pkgadd -d <package_name>
*BSD:
    pkg_add package_name
    
3) start the server
RPM + gentoo:
    /etc/init.d/ser start
debian:
    ser is started automatically after the install
    (in case something fails you can start it with /etc/init.d/ser 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/ser.init.*, gentoo/ser.init)
    You can start ser directly with /usr/local/sbin/ser.
Solaris:
    see tar.gz.
    
4) optionally, watch server's health using the
   serctl 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 serctl script
    - run the serctl utility
        /usr/sbin/serctl moni
      or
        /usr/local/sbin/serctl moni (if you installed from a tar.gz or solaris
        package)

5) Register with the server using your favorite
   SIP User Agent. You may want to look at configuration
   hints for use of iptel.org site at
     http://www.iptel.org/phpBB/viewforum.php?forum=1&8
   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) ser 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, ser can be configured to use MySQL. Before you proceed, 
you need to make sure MySQL is installed on your box. Your MySQL server must be 
configured to deal with a large number of connection. To increase it, set the 
following line in [mysqld] section of your configuration file:

   set-variable    = max_connections=500

1) Download the package containing mysql support for ser from: 
    http://www.iptel.org/ser/
    (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 ser
	(if do not want to put 'mysql' into your USE variable you can type:
	 USE="mysql" emerge ser)
3) create MySQL tables
	- if you have a previously installed SER on your system, use
    	/usr/sbin/ser_mysql.sh reinstall 
	  to convert your SER database into new structures
	- otherwise, if this is your very first installation, use
    	/usr/sbin/ser_mysql.sh create
	  to create SER database structures
   (you will be prompted for password of MySql "root" user)
4) configure ser to use SQL
    uncomment all lines in configuration file ser.cfg which are related to 
    authentication:
    - loadmodule "/usr/lib/ser/modules/mysql.so"
    - loadmodule "/usr/lib/ser/modules/auth.so"
    - loadmodule "/usr/lib/ser/modules/auth_db.so"
    - modparam("usrloc", "db_mode", 2)
    - modparam("auth", "calculate_ha1", yes)
    - modparam("auth_db", "password_column", "password")
    - if (!www_authorize("iptel.org", "subscriber")) {
        www_challenge("iptel.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/ser restart
7) you can now start  managing the server using the serctl 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 
       'serctl add <name> <password> <email>'


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 ser 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 ser.cfg: alias=domainname, where domainname shall be replaced with
   name of domain, which you wish to server and which appears in request-URIs.