Zimbra Collaboration Suite Virtual Appliance VMware Installation Network Edition 4.5 Beta 2 The Zimbra Collaboration Suite (ZCS) virtual appliance includes the rpath Linux operating system and the ZCS software. This guide describes how to download and install the ZCS virtual appliance in the VMware virtual machine environment. You install the operating system software and the ZCS software and then configure the software from the rpath Appliance Agent configuration wizard. To see what changes have been made for ZCS 4.5, read the latest Release Notes on the Zimbra website, http://www.zimbra.com/products/ documentation.html. Instructions for upgrading from 4.5 Beta1 are on page 15. Note: This 4.5 Beta release should not be run in production environments. Running ZCS 4.5 Beta in production environments may cause problems of any magnitude, including data loss or corruption. Product Overview The Zimbra Collaboration Suite is designed to be the only application suite installed on the server and includes the Zimbra MTA, the Zimbra LDAP server, and the Zimbra mailbox server, along with other third party and open source software. The versions installed have been tested and configured to work with the Zimbra software. All ZCS components are installed on one server and usually require no additional manual configuration. After you configure the operating system network information and ZCS, you will be able to log on to the Zimbra administration console to manage the domain and provision accounts. To manage the rpath Linux operating system you will use the rpath Appliance Agent Web-based user interface. Installation Prerequisites In order to successfully install and run the Zimbra Collaboration Suite, ensure your system meets the requirements described in this section. Network Edition 4.5 Beta 2 July 2007 1
Zimbra Collaboration Suite System Requirements Requirements VMware VMware Player or VMware Workstation for either Windows or Linux Servers Evaluation and Testing Intel/AMD 32-bit CPU 1.5 GHz 1 GB RAM* 3 GB free disk space for software and logs Additional disk space for mail storage The virtual appliance image is 3 GB but after the installation only 600 Mb is available to create accounts for evaluation and trial. *For VMware installs, this RAM requirement applies to the RAM allocated to the virtual machine. Administrator Computers *These OS configurations have been tested and are known to work. Other configurations may work. Note: RAID-5 is not recommended for installations with more than 100 accounts. Windows XP with either Internet Explorer 6.0 SP 2, IE 7, or Firefox 1.5.x, 2.0 Macintosh OS X 10.4 with Firefox 1.5.x, 2.0 2 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware End User Computers using Zimbra Web Client *These OS configurations have been tested and are known to work. Other configurations may work. End User Computers Using Other Clients *These OS configurations have been tested and are known to work. Other configurations may work. Minimum Intel/AMD/Power PC CPU 750MHz 256MB RAM Recommended Intel/AMD/Power PC CPU 1.5GHz 512MB RAM Operating system/ browser combinations Windows XP with either Internet Explorer 6.0 SP 2, IE 7, Firefox 1.5.x, 2.0 Fedora Core 4 with Firefox 1.5.x and 2.0 Mac OS X 10.4 with Firefox 1.5.x and 2.0 or Safari 2.0.4 (Beta) Minimum Intel/AMD/Power PC CPU 750MHz 256MB RAM Recommended Intel/AMD/Power PC CPU 1.5GHz 512MB RAM Operating system POP/IMAP combinations Monitor Internet Connection Speed Windows XP with either Outlook Express 6 Outlook 2003 (MAPI), or Thunderbird 1.0.7 Fedora Core 4 with Thunderbird 1.0.7 Mac OS X 10.4 with Apple Mail Display minimum resolution 1024 x 768 128 kbps or higher Obtaining a Zimbra License Before you install the ZCS appliance, you must have a valid Zimbra license. The license information is required during the installation. A trial license and a regular license are available: Trial. You can obtain the trial license from the Zimbra license portal for free. The trial license allows you to create up to 50 users. It expires in 60 days. Network Edition 4.5 Beta 2 July 2007 3
Zimbra Collaboration Suite Regular. You must purchase the Zimbra regular license. This license is valid for a specific Zimbra Collaboration Suite system and is encrypted with the number of Zimbra accounts (seats) you have purchased, the effective date, and expiration date of the regular license. Go to Zimbra s Website to obtain a trial license from the Network Downloads area. Contact Zimbra sales to purchase a regular license, by emailing sales@zimbra.com or calling 1-650-212-7767, extension 100. The regular license can only be installed on the ZCS system for which it is purchased. Only one Zimbra license is required for your Zimbra Collaboration Suite environment. Note: Current license information, including the number of accounts purchased, the number of accounts used, and the expiration date can be viewed from the ZCS administration console Global Settings>License tab. Basic Operating System Configuration The ZCS appliance download file include the latest version of the rpath Linux operating system. rpath Linux is a robust and flexible Linux operating system that was tailored to the ZCS requirements. The ZCS virtual appliance installs and configures only the components necessary for ZCS. You do not need to make any changes to the operating system. Note: To learn more about the rpath Linux go to their website at www.rpath.com. You will only need to configure the following networking parameters: Host Name. This is the fully qualified hostname of the Zimbra server. (mailhost.example.com). DNS Search Domain. This is the local domain. DNS Server(s). This is the domain name server for host name lookups. Make sure that the MX record is configured correctly as this information is not verified during ZCS installation. Choose DHCP or manually set the static IP address, Netmask, and Gateway address of the device. About Configuring DNS In order to send and receive email, the Zimbra MTA must be configured in DNS with both A and MX records. For sending mail, the MTA uses DNS to resolve hostnames and email-routing information. To receive mail the MX record must be configured correctly to route the message to the mail server. You must configure a relay host if you do not enable DNS. After ZCS is installed, go to the Global Settings>MTA tab on the administration console 4 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware and uncheck Enable DNS lookups. Enter the relay MTA address to use for external delivery. Note: Even if a relay host is configured, an MX record is still required if the ZCS server is going to receive email from the Internet. Downloading the ZCS Virtual Appliance image For the latest ZCS virtual appliance download, go to www.zimbra.com/ downloads. The download for the VMware installation consists of a zip file with the virtual disk file (.vmdk) and an accompanying configuration file (.vmx). ZCS Configuration Overview You can configure the following from the rpath Appliance Agent. In most cases, the default configuration requires no additional modifications. You will need to create the Zimbra admin password and add your Zimbra license file. Create a mail domain. One domain is created during the installation and additional domains can be created from the Zimbra administration console. The Mail Domain field displays the default domain. Create the admin user and set the password. The ZCS administrator account is created during install. You must set the admin account password. The password is case sensitive and must be a minimum of six characters. Add the ZCS License key file. Before you begin the ZCS appliance configuration, the ZCS license key file must be saved in a directory that you can access during the installation. Optional Configuration Steps Making changes to the following sections are not required as these default dependencies are configured to work correctly for this version of ZCS. Advanced Ports. The default port configurations are listed. No changes should be required. Advanced System Accounts. The three global accounts that are created by default are listed. The accounts are automatically given randomly selected names. You cannot see the randomly selected name from the rpath appliance, but you can change the names if you wish. Global Documents Account. This account is necessary for the ZCS Documents application. The account includes the Notebook and Template folders. The template notebook contains the Documents templates that defines how pages within Documents are displayed. Ham Training Account. This account receives mail notification about mail that was marked as junk but should not have been. Network Edition 4.5 Beta 2 July 2007 5
Zimbra Collaboration Suite Spam Training Account. This account receives mail notification about mail that was not marked as junk but should have been. These two training accounts are automatically configured to work with the spam training filter. Installing and Configuring the ZCS Virtual Appliance When you run the ZCS virtual appliance, the files are copied to the server and installed, and the server is rebooted automatically. You run the rpath configuration wizard to set up the network and the ZCS. Preparing the Server Install 1. Unzip the ZCS appliance download file into an empty directory. Two files are extracted, a zimbra.vmdk file and a zimbra.vmx file. The.vmx file is the VMware configuration file. 2. Open the VMware Player and go to the ZCS appliance directory. Click the.vmx file to load the configuration file. The VMware boot screen displays. The rpath operating system software and the ZCS software are installed. Installing the software is completely automatic. When the install is complete, the server automatically starts and is rebooted. During this time, do not make any changes. 3. When the server has rebooted, the monitor displays the following text. 6 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware Powered by rpath Linux To administer this appliance, please use a web browser from another system to navigate to https://xx.xx.xx.xx:8003/ Note this email address. You will need this https address for the following steps. Note: If the URL information is missing, the IP address may not have been obtained. To fix this problem, configure networking with vmnetcfgx or ensure that DHCP services are available on your network. The reason this may happen is because the VMware application attempted to bridge through an adapter that is not functioning. Exclude that adapter using vmnetcfg. Configuring the software using rpath Appliance Agent You are now ready to configure the system using the rpath Appliance Agent Configuration Wizard. This wizard is used to define the initial configuration parameters for networking and for ZCS. Note: The rpath Appliance Agent Help is specific to rpath details. Help for ZCS is available from the administration console. 1. From a computer with access to a browser, enter the https address displayed on the server at the end of the install process. (Step 3 above) A certificate authority (CA) alert displays. Click OK to accept the certificate and be able to connect to the appliance console. The Sign In dialog displays. 2. Enter the user name and password. The default name is admin, the default password is password. Click Sign In. The rpath Appliance Agent Wizard is initialized and you are taken to the starting screen. Click OK. Network Edition 4.5 Beta 2 July 2007 7
Zimbra Collaboration Suite 3. Change the default rpath appliance agent administrator password. This is the password you entered when you signed in. Note: This password is used only for the rpath appliance interface, not for the Zimbra administration console interface. The password is case sensitive. Click Change Password. 4. Email Configuration On this page specify a server address through which mail can be sent for notification. In the Mail Relay field, enter a server hostname for a valid email server through which the rpath Appliance Agent can relay email. This can be the server address you are creating. In the Mail From field, enter the email address from which email for operating system notifications originate. Recommend that you use the Zimbra admin account (admin@example.com). 8 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware 5. Email Notification Addresses Configure one or more email addresses to receive notification via email of system events, such as system updates or system errors. This address can be the same address as the Mail From address (admin@example.com). Click the + button to add an email address. Click OK twice. 6. Current system information Set the time zone and time. Select the Timezone from the pull-down menu. You can set the date and time. If you use NTP, check Synchronize clock with internet servers to set the date and time. Click Save. Now you see the Current system information screen, and a message saying that you have adjusted the timzone and date successfully. Network Edition 4.5 Beta 2 July 2007 9
Zimbra Collaboration Suite Note: If you are logged off after you click Save, reenter your user name (admin) and the password you reset in step 3 above. You continue with step 7. 7. Configure Networking Configure the system s network parameters. a. In the first pane, click edit. Enter the Host Name, DNS Search Domain name and the DNS server address. The Host Name should be the fully qualified hostname of the Zimbra server. Click OK that displays at the bottom of the pane. Click Apply in the box that appears at the top of the pane to save and apply the changes. 10 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware b. In the eth0 pane, click Edit. Select the radio button for Configure manually. Enter the IP address, Netmask, and Gateway values. After you make the changes, click OK that displays at the bottom of the pane. Click Apply in the box that appears at the top of the pane to save and apply the changes. Note: Do not click Save because this action does not immediately apply the changes and the changes must be applied now to continue with the ZCS installation. Note: If during the network configuration, you change the IP address of the appliance, immediately reboot the server to apply the new IP address. Log in again and continue the configuration. c. Click Done at the bottom of the page, after all changes have been made. When Done is clicked, the Network configuration is complete. 8. Change root User Password Change the system s root user password. Enter the password that will be used to log in as root on the server. Click OK. Network Edition 4.5 Beta 2 July 2007 11
Zimbra Collaboration Suite 9. Zimbra Configuration In most cases, the default information on this page is correct, and you will only need to create the Zimbra admin password and add your Zimbra license file. a. Verify that the ZCS Admin email address, the Mail Domain and the Hostname displayed are correct. These are automatically populated from the server configuration. Note: If the value is localhost.localdomain than the hostname configured in step 7 was not saved properly. Go back and correct this before proceeding. b. Enter the Admin Password for the Zimbra administrator s account. The password is case sensitive and must be a minimum of six characters. c. Browse to the directory where the Zimbra license key.xml file is saved. If you are not making any other changes click OK. 10. If you are not making any other changes, click OK. The final setup script begins. The installation script activity is displayed. The information is also logged to a file. You can click View Log to see the details of the ZCS installation. To update the log view, click Refresh. 12 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware 11. When ZCS configuration is complete, the Zimbra Configuration Status page is updated to say Finished. Click OK. The final page of the configuration wizard displays. If you are satisfied with your configuration, click Done. When you click Done, the rpath Appliance Agent displays system information. The ZCS installation from the appliance is now complete. General Post Install Notes Working in ZCS At this point ZCS is installed and running. You can log on to the server and you can log on to the Zimbra administration console to provision accounts and configure other ZCS services. 1. You should log back on to the rpath Appliance Agent to view the System Updates Preferences tab and set the schedule to check for updates. Automatically install updates should not be enabled. You will want to control when the update takes place. See tje Software Update section. 2. Do not use the rpath Appliance Agent to maintain or monitor Zimbra Collaboration Suite. Maintain and monitor ZCS from the ZCS administration console or use ZCS CLI commands. See the Zimbra Collaboration Suite Administrator s Guide. Once the ZCS appliance is installed, you are ready to provision users. Network Edition 4.5 Beta 2 July 2007 13
Zimbra Collaboration Suite Provisioning Accounts Open your browser, enter the ZCS administration console URL and log on to the console to provision email accounts. The administration console URL is entered as https:[mailhost.example.com]:7071/zimbraadmin. The first time you log on, a certificate authority (CA) alert may be displayed. Click Accept this certificate permanently to accept the certificate and be able connect to the Zimbra administration console. Then click OK. Enter the admin user name and password configured in step 9 during the installation process. Enter the name as admin@mailhost.example. Administrator s Account Initial administrative tasks when you log on for the first time may include setting up the admin mailbox to include features, aliases, and forwarding addresses needed for the administrator s working environment. Two alias for the admin account are created during install: Postmaster. The postmaster address is displayed in emails that are automatically generated from Postfix when messages cannot be sent. If users reply to that address, the message is forwarded to the admin mailbox. Root. This address is where notification messages from the operating system are sent. Additional Information To learn more about the Zimbra Collaboration Suite, read the Administrator Reference Guide and Help. The Zimbra guides can be found on the Help Desk page of the ZCS administration console, from the opt/zimbra/docs directory, and at the Zimbra Website, www.zimbra.com. Administrator s Guide. This guide describes product architecture, server functionality, administration tasks, configuration options, and backup and restore procedures. The guide is available in pdf format from the administration console. Administrator Help. The administrator Help provides detailed instructions about how to add and maintain your servers, domains, and user accounts from the admin console. Migration and Import Applications. When ZCS is installed, import and migration tools and documentation are available from the administration console s download page. Software Updates You can check for the availability of software updates from the rpath Appliance Agent. 14 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware Log on to the appliance agent and select System Updates. From the System Updates tab, you can check for new updates at any time. Click the Preferences tab to select when to check for updates automatically. When ZCS upgrades are available, you will receive an email notification. Upgrading from ZCS 4.5 Beta1 Because the default branch that ZCS is built from within the conary rbuilder repository was changed after Beta1, we recommend that you perform a fresh install of your Zimbra Appliance if you have ZCS 4.5 Beta1 installed. If you are unable to do this, you can upgrade from 4.5 Beta1 following the steps below. Network Edition 4.5 Beta 2 July 2007 15
Zimbra Collaboration Suite You will download the upgrade script to the server and then run the upgrade script. This upgrade does not delete your accounts or change your configuration. 1. Log on to the rpath appliance as root. 2. Type wget http://downloads.zimbra.com/appliance/update20070207- vmwarebeta1.sh. Press Enter. 3. Type bash update20070207-vmwarebeta1.sh. Press Enter. The upgrade can take up to an hour depending on your network bandwidth, the load on the upgraded server, and the speed of your system. 4. When the upgrade is complete, log on to the appliance, using the URL ending with.8003/. You will need to complete the following two steps that were added to the 4.5.1 appliance configuration. 5. Set the time zone and time. Select the Timezone from the pull-down menu. You can set the date and time. If you use NTP, check Synchronize clock with internet servers to set the date and time. Click Save. Note: If you are logged off after you click Save, log back into the appliance and complete the next step. 6. Change the system s root user password. Enter the password that will be used to log in as root on the server. The upgrade is complete. Support and Contact Information Visit www.zimbra.com to join the community and to be a part of building the best open source messaging solution. We appreciate your feedback and suggestions. Contact sales@zimbra.com to purchase Zimbra Collaboration Suite. Network Edition customers can contact support at support@zimbra.com. Explore the Zimbra Forums for answers to installation or configurations problems. Join the Zimbra Community Forums, to participate and learn more about the Zimbra Collaboration Suite. Send an email to feedback@zimbra.com to let us know what you like about the product and what you would like to see in the product. Or, if you prefer, post your ideas to the Zimbra Forums. If you encounter problems with this software, visit Zimbra.com and submit a bug report. Make sure you provide enough detail so that the bug can be easily duplicated. -------------------------------------------------------------------------------- 16 July 2007 Network Edition 4.5 Beta 2
ZCS Software Appliance Install for VMware Zimbra Inc. Copyright Zimbra, Inc. 2007. All rights reserved. The Zimbra logo and logo type are trademarks of Zimbra, Inc. All other marks are the property of their respective owners. 7/16/07 Rel 3 Beta 2 Network Edition 4.5 Beta 2 July 2007 17
Zimbra Collaboration Suite 18 July 2007 Network Edition 4.5 Beta 2