Custom Installation Example: Two Servers

The following describes one possibility for configuring PureMessage using the Custom Install option. See "Server Deployment Options" for other examples.

In this installation, the first server hosts the Centralized Server Manager role, the Database Server role and the End User Web Interface Server role. The second server hosts both the Mail Transfer Agent role and the Mail Filter role.

Important
  • It is recommended that you install the Mail Transfer Agent role on both the central server and the edge server that you plan to use as your mail server (as described in this example). If you intend to install the Mail Transfer Agent role on a server that is separate from the one on which the Centralized Server Manager role is installed, you must specify the hostname and port number of the mail server so that the central server will be able to send it administrative notifications and messages that are released from the quarantine. You will be prompted to provide the hostname and port as one of the Custom Installation steps.
  • To ensure consistent reporting across multiple servers, use ntp synchronization with ntpd so that the system clock is the same on all servers. In addition, all servers must be set to the same time zone for accurate reporting.
  • It is recommended that you specify the same username for the PureMessage user ('pmx6' by default) on each server in your deployment. If you use different usernames, you must manually configure the DSN string.

To install this multi-server configuration, complete the steps in the order described below.

  • To configure the first server:
    1. Obtain the Distribution. See the "Obtaining the PureMessage Distribution" section of the Installation Guide for more information.
    2. Run the PureMessage installer. On the command line, enter:
      sh puremessage-<VersionNumber>-<Platform>.sh

      For the command above and all subsequent installation commands, enter the relevant VersionNumber and Platform.

      Note
      PureMessage uses certificate validation to verify the authenticity of software and data updates. If you want to exercise the utmost caution, you can verify the installation script itself. For more information, see "Validating the PureMessage Installer".
    3. Welcome to PureMessage. Proceed with installation? Press y (for yes) to proceed with the PureMessage installation, and then press Enter .
    4. Enter a directory for the PureMessage installation. Select the directory where PureMessage PureMessage and its supporting files will be installed. The directory must have at least 500 MB of free space. Additional space is required for log files and messages stored in the PureMessage quarantine.

      Enter a location at the prompt and press Enter . The default location is /opt/pmx6/. Press Enter to select the default installation location.

    5. Accept the Sophos End User License Agreement. Use the Page Up and Page Down keys to view the entire user agreement. Be sure not to resize the console window. Press Tab to move the cursor to the I accept the licensing terms box. Press y (for yes) to accept the licensing terms. Press Tab to select OK, and then press Enter .
    6. Select the custom installation option. Select Custom Install, and then press Enter .
    7. Select roles for the first server. Select the following roles for the first server:
      • Centralized Server Manager
      • Database Server
      • End User Web Interface/Groups Web Interface Server
      • Mail Transfer Agent

      Use the up and down arrow keys to highlight these server roles. Press y (for yes) to select each role. Press Tab to highlight Install these roles, and then press Enter .

    8. Answer the series of questions. Follow the instructions in the console window. The questions asked are dependent on the server roles selected. The installer will guide you through the remainder of the installation process. After completing each step, use the Tab key to highlight <Next Question>, and press Enter . At any point in the process, you can return to the previous question or go back to the main installation menu. Refer to the documentation in the right pane of the installer for information about the currently displayed installation option.
    9. Complete the installation. Once you have finished entering the installation information, you are prompted to Proceed with the installation. Press Enter .
    10. Start PureMessage. Run the pmx start command.
  • To configure the second server:
    1. Obtain the Distribution. See the "Obtaining the PureMessage Distribution" section of the Installation Guide for more information.
    2. Ensure that the CSM and PostgreSQL servers are running. Both the Centralized Server Manager role and the Database Server role must be running on the first machine for the second server installation to succeed.
    3. Run the installer. On the command line enter:
      sh puremessage-<VersionNumber>-<Platform>.sh
    4. Welcome to PureMessage. Proceed with installation? Press y (for yes) to proceed with the PureMessage installation, and then press Enter .
    5. Enter a directory for the PureMessage installation. Select the directory where PureMessage PureMessage and its supporting files will be installed. The directory must have at least 500 MB of free space. Additional space is required for log files and messages stored in the PureMessage quarantine.

      Enter a location at the prompt and press Enter . The default location is /opt/pmx6/. Press Enter to select the default installation location.

      Important
      It is not recommended that you move any of the directories that are located directly beneath /opt/pmx6/in the PureMessage installation directory. Directories such as postfix, postgres, etc contain binary files and libraries that are required for PureMessage updates. Moving or symlinking these directories could cause upgrades to fail.
    6. Accept the Sophos End User License Agreement. Use the up and down arrow keys to view the entire user agreement. Be sure not to resize the console window. Press Tab to move the cursor to the I accept the licensing terms box. Press y (for yes) to accept the licensing terms. Press Tab to select OK, and then press Enter .
    7. Select the Custom Install installation option. Press Tab to select Custom Install, and then press Enter .
    8. Select roles for the second server. Select the following roles for the second server:
      • Mail Transfer Agent
      • Mail Filter

      Use the up and down arrow keys to highlight these server roles. Press y (for yes) to select each role. Press Tab to highlight Install these roles, and then press Enter .

    9. Answer the series of questions. Follow the instructions in the console window. The questions asked are dependent on the server roles selected.
    10. Complete the installation. Once you have finished entering the installation information, you are prompted to Proceed with the installation. Press Enter .
    11. Exit the PureMessage Installer. Once you have completed the steps, exit the installer.
  • Start the mail transfer agent. Once you have completed the installation and exited the installer, you must start the mail transfer agent (MTA) that will be used with PureMessage.

    If you selected Postfix or sendmail during installation, you can start the MTA in the PureMessage Manager or from the command line.

    • Manager: On the Local Services tab, under Background Services, select the check box next to the SMTP service and click Start.
    • Command Line: As the 'pmx6' user, run pmx-service start smtp.

    If you want to use PureMessage with an existing mail transfer agent, see "Configuring External Mail Transfer Agents" in the Post-Installation Procedures section of the Getting Started Guide.