File: README.UPGRADING

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zmailer 2.99.55-3
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	Some notes on upgrading to the newer ZMailer releases

	On many cases the internal structures have changed a bit, while
	the external interface has remained the same, however there are
	cases when change is major rendering previous (spool-)files, and
	subsystem programs incompatible.  (At least partially.)

	These notes are to make you aware of things that have changed
	since previous versions.   Especially INCOMPABILITIES !

	If you upgrade several steps at once, all the notes in between
	are important, naturally!

	ZMailer-2.99.55-pre1cvs (22-Jan-2001)
		Detail change at how variable expansion happens inside
		the router scripts with aim to allow less opportunities
		to do variable expansions which lead to unintended
		splitting (at IFS chars) of (positional) function call
		parameters.   Few things which used to be string literals
		are now changed to lists:  Check your  router.cf !
			Was:	protocols='router smtp'
				private='something'
			Now:	protocols=(router smtp)
				private=(something)
		COMPARE YOUR  router.cf  AGAINST THE  $MAILSHARE/cf/SMTP.cf !
		(or whatever your prototype file was)


	ZMailer-2.99.53+ (just after release cut)
		Changes at BSD/SleepyCat DB interface codes may again have
		altered default DB binary formats so that regeneration of
		the binary databases is probably in order.
		(This is due to possible movement from DB 1.x to 2.x and
		 possibly even to 3.x with different binary db formats.)

		A bit latter other (oldish) SNAFU was understood in the
		database library linkages.  Namely that most "new" DB
		libraries do tend to contain an overlay library for "old"
		database functions so that those old ones won't be loaded
		in properly in all cases.  Now changes of getting real
		NDBM beside GDBM and simultaneous BSD/SleepyCat DB are
		better, but it POSSIBLY means that you must recompile
		your databases as well!  (E.g. if you have NDBM and GDBM,
		new system default will be GDBM, while previously it was
		*called* NDBM, but in reality it was GDBM under a wrapper.
		Other reason for this default switch is that NDBM has
		a limit of 1kB for key+data, while GDBM isn't so limited!)

	ZMailer-2.99.53-pre1
		Router scripts have changed a bit to better accomodate
		logging in environment where it isn't necessary to
		redirect logging related "echo"es.

	ZMailer-2.99.52-patch2(cvs)
		New TA specs file format item -- _CF_MIMESTRUCT ('M'),
		which is a multi-line entity just like _CF_HEADERS ('m')
		Make sure the level comparison given below is honoured.

	ZMailer-2.99.52-pre5
		Scheduler work-specs file has new attribute which both
		scheduler, and TA programs check:  '@' a.k.a.  _CF_FORMAT.
		If the hex-encoded bit storage after it isn't understood
		by the program, TA file is rejected with a warning!

		In the future this likely means that age/version relationship
		of programs should be:
			router <= scheduler <= TA programs
		where "<=" means 'older or same'.
		(Well, in fact it is rather old requirement..)

		Running older router than 2.99.52 with newer TA is not,
		of course, neither recommended -- the _CF_FORMAT tag isn't
		present before...

	ZMailer-2.99.52-pre3
		SiteConfig.in has new 'ROUTEUSER_IN_ABNORMAL_UNIX'
		definition, which guides the way, how  aliases.cf
		file reacts to lack of homedirectory for given user.
		(E.g. to very likely lack of user...)
		Clearing the resulting /etc/zmailer.conf (or whatever)
		file to have   ROUTEUSER_IN_ABNORMAL_UNIX=     will
		allow online router under smtpserver to yield instant
		'no such user' reports.  Do make sure you have error
		form file:  proto/forms/nosuchuser  copies into proper
		place (and possibly customized..)

	ZMailer-2.99.51-patch1
		The default behaviour of ssift and tsift of stripping
		away top-most double quotes (and single quotes?) is
		now removed, and the only place where such dequoting
		*is* needed is at  aliases.cf.  Check the "$(dequote ..)"
		call in proto/cf/aliases.cf !

	ZMailer-2.99.50-s19
		Support for SleepyCat's BSD DB 2.* database library.
		While the db's are still called 'btree' and 'bhash',
		the binary file formats of those files ARE NOT COMPATIBLE
		WITH BSD DB 1.85 PRODUCED ONES!  The databases must be
		recompiled if that format is used!
			# cd $MAILVAR/db
			# ../bin/newaliases
			# ../bin/newfqdnaliases
			# ../bin/newdb routes  (et.al.)
			# ../bin/policy-builder.sh -n

	ZMailer-2.99.50-s17
		The SMTPSERVER no longer per default runs interactive
		router underneath of itself.  This is due to several
		potential security problems such mode contains.  This
		means that without explicite enable at   smtpserver.conf,
		commands  EXPN, VRFY, and router-assisted address processing
		will not work ("style" param chars: f t v e )

	ZMailer-2.99.50-s14
		Policy database has evolved quite a bit, very least you
		should recompile possible pre-existing policy dataset
		using new 'makedb' binary before re-enabling your smtpserver.

	ZMailer-2.99.50-s11
		Support for SleepyCat's BSD DB 2.* database library thru
		its function call compability layer of <db_185.h>.  Said
		interface produces/uses binary databases that are
		*incompatible* with those produced by genuine BSD DB 1.85.

	ZMailer-2.99.50
		The router script language no longer has 'setf' function.
		Script usage of 'setf' have been replaced with 'lappend',
		and 'lreplace'.

		The router script language no longer understands "sift"
		contruction.  It has been replaced with two new ones:
			- "ssift" / "tfiss": StringSIFT
			- "tsift" / "tfist": TokenSIFT (RFC 822 tokens)
		All router scripts need to be changed into "tsift"/"tfist"
		format in order to have them working.
		(To be precise, "sift" is recognized, but reported with
		 an error message...)

		The router script language no longer has setf() either!
		This requires a bit changes into the scripts, most of
		which are simply changeing complex expressions with
		setf() into simpler ones with lappend(), or lreplace()

		The "mailbox" will not anymore do BLIND canonicalization
		of destination username for internal uses; this is for
		systems where getpwnam() can return data which has different
		value in pw_name field, than that used for looking it up.
		Canonicalization happens when option -C is used in mailbox
		channel.

		The "sm" driven transport agens in BSMTP mode need now
		explicite "H" flag to start the datasets with HELO/EHLO.

		MAKE SURE that you have up-to-date versions of files:
			utils/policy-builder.sh
			proto/db/smtp-policy.src
		and	proto/db/smtp-policy.relay
		in your system!  The relaying control got a bit stricter,
		and as such the default non-overwrite of pre-existing
		files may now in fact hurt you...

	ZMailer-2.99.49p8:
		There should not be anything that the system can't handle
		since 2.99.49p6, the router cf/fc compiler checksums are
		now better at detecting alterations on files, and thus
		the need for the recompile.

	ZMailer-2.99.49p6:
		The default config scripts now use binary hash/btree
		database to access aliases et.al. instead of the earlier
		'indirect indexed' mechanism.  Update your system by
		issueing commands:
			zmailer newaliases
			zmailer newfqdnaliases
			zmailer new-localnames
			zmailer new-routes

	ZMailer-2.99.49p5: (actually anti-incompability..)
		Made "mailbox" channel tolerate write errors to pipes,
		and only use sub-process return code as the basis of
		error report -- This removed one big incompability in
		between sendmail and ZMailer.


	ZMailer-2.99.49p3:
		Associated scripts use new builtin zmsh test function
		operator:  -nt  ("newer than"), which require this
		version of the router binary.

	ZMailer-2.99.49:
		The router input spool-files have a new envelope object,
		which is not known by the older routers.  The smtpserver,
		and the router should match!  (And if you want smtp-
		input policy filtering, this is the version you want)

	ZMailer-2.99.47:
		If you have used  SiteConfig  -file, and/or the
		"--with-selfaddresses=" -option for the configure,
		and in it IP address literals, now there is a change:
		Those addresses must be presented in the same format
		as for RFC-822 'IP-address-literals':
			[12.34.56.78]
			[ipv6.::ffff:12.34.56.78]

	ZMailer-2.99.46:
		The router script language got a few internal changes,
		and thus the new scripts (proto/cf/) demand at least
		this level of the router program.

		"Small" change into TA->Schedule back-report protocol.
		When the TA's report back with "ok2", or "error2",
		(and noteing DSN flags), the Scheduler will not log
		status data back into the TA-spec file.  This is
		especially important for getting diagnostics stored
		while the scheduler is going down.

		This new scheme works with old transport-agents too, but
		to get the full benefits, you need to run TA's linked
		with new libraries.

	ZMailer-2.99.40:
		Full-blown use of IETF DSN/NOTARY mechanism uncovered
		several bugs at the earlier versions of the implementations,
		and therefore one MUST NOT use older than 2.99.40 tools
		if one wants to use DNS/NOTARY stuff!  (Bugs: loop forever
		on something..)

	ZMailer-2.99.37:
		Mailbox locks are now runtime configurable, see the
		manpage of  mailbox.8 and also  SiteConfig(.in)

		The scheduler is capable to spread its working set into
		subdirectories to shorten the system directory access
		time, however the setup REQUIRES matching transporters.
		The change is in the library function  ctlopen(), which
		means that your custom transporters need just be relinked.

	ZMailer-2.99.30:
		Configuration is now done with GNU autoconf, see below
		for the method (or read the 'INSTALL' -file)

		Tested to work at:  DEC OSF/1 v3.2D, Sun Solaris 2.5,
				Linux (gcc 2.7.2, kernel 2.0.4, libc 5.4.2)
		Noted to need manual assistance at configuration:
				Sun SunOS 4.1.x  (the resulting system works)

		A new error form:  loopexceeded
		to be added at the $MAILSHARE/form/ -directory


	ZMailer-2.99.28:
		CONFIGURING WITH GNU-AUTOCONFIGURE:
		- Open the package
		- cd zmailer-2.99.28   (well, you did it to read this..)
		- ./configure --prefix=/opt/mail
		  (more options:  ./configure --help )

		*** THIS IS EXPERIMENTAL CODE WITH POSSIBLE LOOSE ENDS!


	ZMailer-2.99.26:
		Canned messages changes!  All addresses at the canned
		message  ($MAILSHARE/forms/xxxxx) that are desired to
		be active targets ("Cc:", for example) MUST from now
		on be prefixed with magic key: "ADR "

		Protocol change in between the scheduler, and transporters
		has occurred (again), though this time also older transporters
		should work.

	ZMailer-2.99.24:
		("Anti incompabilities" this time..)

		The error reporting mechanism was augmented to cope with
		older format errors.  Now it won't crash if you upgrade
		without getting 2.99.21 or earlier queue flushed of all
		errors..

		There are couple documents about performance matters
		in the scheduler directory, do read them!

		Due to bug-fixes at several transport agents, do use the
		lattest versions!

	ZMailer-2.99.22:
		The error reporting mechanism in between the transport
		agents, and the scheduler is revised a bit.  You MUST:
			- have same version of scheduler, and agents
			- FLUSH ALL MESSAGES WITH ERRORS IN THEM
			  BEFORE BEGINING TO USE THIS VERSION!
			  (You WILL crash the new scheduler, if you
			   feed it old error-reports...)

	ZMailer-2.99.21:
		THE NEW SCHEDULER IS NOW THE DEFAULT SCHEDULER!
		Make sure you have correct  scheduler.conf !
		Old and new ones are incompatible!

	ZMailer-2.99.19:
		Actually no changes since 2.99.17, the new scheduler
		is now production state -- ok, lets be conservative,
		and call it "Beta"

	ZMailer-2.99.17:
		The new scheduler is in the Alpha-qualification.
		It works, but has logged rather little usage so far.

		Its configuration is somewhat INCOMPATIBLE with the
		former scheduler, DO READ the CONFIGURING -document
		in the  scheduler-new/  -directory.

	ZMailer-2.99.16:
		Way to reference to the job-descriptor files in
		$POSTOFFICE/transport/  is changed a bit.  Now
		we just do   atol(filename)  and use that INTEGER
		as identifier.  This changed things in the libta.a
		(slightly, instead of using  fstat() and st_ino),
		now uses atol().  In the  scheduler  the changes
		are larger, mostly because we want to avoid usage
		of rather expensive  lstat(),  while doing directory
		pre-scan.

		==> SCHEDULER AND TRANSPORTS MUST MATCH


	ZMailer-2.99.15:
		Changes in protocol talked in between the scheduler
		and transporters is altered (slightly).
		In theory the new transporters can be used with old
		scheduler, but there is a loss of efficiency...
		[ full implementation of bi-directional pipes are
		  not yet in use, scheduler behaves mostly in old
		  way in this respect ]

		The scheduler changed its sub-directory scheme.
		Namely the  $POSTOFFICE/scheduler/ -directory is
		now gone, and all transporter runnings are done
		from  $POSTOFFICE/transport/ -directory.
		As it happens, there are no changes in transporter
		programs to use this method.

		Furthermore, now the scheduler doesn't need to keep a
		tap on which of the linked in files are in active use.
		(A task it didn't do successfully, anyway..)  When the
		file has all of its recipients processed, the "transport"
		descriptor file is unlinked, along with the "queue"d
		original message body.

		The new "zmailer.sh" (proto/zmailer.sh), does no
		longer clean $POSTOFFICE/scheduler/ -directory.


	ZMailer-2.99:
		New ZMSH command primitives:  ssift, tsift
		Actually the "tsift" is the old "sift", and the
		old name is still valid, though depreciated.
		(Now can do  sendmail-like regexprs as well!)

		If the system has properly working mmap(), it can be
		used on router, and transports to yield some additional
		performance benefits by lowering syscalls (and mapping
		things R/O allows simple sharing..)
		The ROUTER should use switch "-m" on all its "relation"
		definitions of "ordered" and "unordered" types when using
		mmap()!

		Changed the transporter locks.  The end result is, that
		old-style locks will NOT become unlocked by the scheduler,
		and that may cause problems in some cases.    It requires
		MANUAL edition of such locks on  $POSTOFFICE/transport/* -
		files.   ("^r~[a-z]" is a regexp to find them.)
		Change the "~" to " " to unlock.   The Scheduler, and
		transporter programs must be turned off.

		It is perhaps better to live by the old rules until your
		queue has flushed them all...

		All binaries MUST be of the same version!


	ZMailer-2.98:

		Changes on the SAMPLE CONFIGS changed the way how "thishost"
		relation ($MAILVAR/db/localnames -file) is used.

		The  $MAILVAR/db/localnames is now actually a mapping of
		those various names to the desired forms of the canonic
		name, thus an example:

			astro.utu.fi            astro.utu.fi
			oj287                   astro.utu.fi
			oj287.astro.utu.fi      oj287.astro.utu.fi
			oj287.utu.fi            astro.utu.fi
			sirius                  sirius.utu.fi
			sirius.astro.utu.fi     sirius.utu.fi
			sirius.utu.fi           sirius.utu.fi

		The file is to be kept in  sort(1)  order !


	ZMailer-2.96:
		Introduced the DSN (Delivery Status Notification)
		things on the transporter subsystem (well, everywhere),
		and caused some non-backward compatible changes.
		(You MUST have ZM-2.96 binaries all thru!)


	ZMailer-2.94:
		Introduced the IETF-NOTARY diagnostics in between
		the transporters, and the scheduler -> must have
		binaries of this version on the transports + scheduler.

		The "canned" error messages MUST follow the model:
			HDR From: <mailer-daemon>
			SUB Subject: canned error message
			HDR Cc: The Post Office <postoffice>
			HDR Precedence: junk

			message contents..

		That is, for the error reporting to work, the old
		$MAILSHARE/forms/* -messages MUST be edited to have
		those HDR/SUB tokens in their front.