LISTSERV Maestro 2.0 Installation Manual - L
Contents
1. Hosted LISTSERV Lists then you must configure the LISTSERV instance that this account group has defined in its LISTSERV connection settings or inherited from the default settings to be able to connect to the LISTSERV Maestro system database If the only hosted list type you have enabled is Hosted Recipient List then you do not have to do this The following instructions describe how to configure a LISTSERV instance on a Windows 2000 host so that it is correctly enabled to connect to the LISTSERV Maestro system database For LISTSERV on a non Windows host please refer to the LISTSERV documentation on how to create a database server name Use the description below as a guideline and modify it to apply to your operating system On Windows LISTSERV s database connection happens by way of ODBC You must first create a system wide ODBC data source on the host where the LISTSERV instance is installed This may or may not be the same host where LISTSERV Maestro or its system database is installed On Windows 2000 Open the Control Panel Next open Administrative Tools then open Data Sources ODBC Select the System DSN tab click Add then select the appropriate driver and fill out the driver specific form with the database specific values using the same values as you supplied for the system database connection in the Administration Hub of LISTSERV Maestro the same database host name port and any additiona2. 3 Shut down LISTSERV Maestro immediately after the backup has completed If the LISTSERV Maestro components are installed on different servers remember to shut them down on all these servers 4 Make a backup copy of the whole LISTSERV Maestro installation folder and save it in a safe location This needs to be performed on every server on which one of the three components Maestro User Interface Maestro Tracker or Administration Hub is installed up to three different servers These copies can be used to restore the original state in case anything should go wrong during the following steps 5 Uninstall the existing LISTSERV Maestro Again if the components are distributed over several servers then you need to uninstall LISTSERV Maestro on all these servers 21 6 Re install a fresh LISTSERV Maestro 2 0 9 distributed over the exact same server arrangement as before This will also install the new MySQL 4 1 7 internal database Follow the guidelines in this installation manual about how to install a fresh instance You do not have to bother with correctly configuring any settings since you will be restoring the backup anyway 7 Restore the backup you triggered in step 1 Follow the description in the LISTSERV Maestro Administrator s Manual about how to restore a backup To locate the backup to restore look into the backed up copy or copies of the LISTSERV Maestro installation folder s that you created in ste
3. then on Maestro User Interface e For account specific settings of anon group account go to the Maestro User Interface settings menu by clicking on Administer User Accounts then on the name of the account for which you want to define the settings then on Maestro User Interface e For group specific settings go to the Maestro User Interface settings menu by clicking on Administer User Accounts then on the name of the group for which you want to define the settings e For account specific settings of a group account go to the Maestro User Interface settings menu by clicking on Administer User Accounts then on the name of the account for which you want to define the settings then on Maestro User Interface Note that for group accounts only a few selected settings are definable on an account level Most settings are only definable on the group level for the associated group see below and therefore apply to all accounts in that group Account specific settings apply only to the account for which they are defined Group specific settings apply to all accounts in the group that are not overridden by settings on the account level Application wide default settings apply to all accounts that are not overridden by settings on the group or account level The following sub sections describe the most important settings that you need to define in order for the Maestro User Interface to work properly You can de
4. in the Administration Hub of LISTSERV Maestro Then click Add Replace and accept with OK The SERVERNAME The value for the specific server name to be used in the above configuration is a special value that you can find on the LISTSERV Connection page in the Maestro Administration Hub Global Component Settings gt Maestro User Interface gt Default LISTSERV Connection The server name is given as the value labeled Database Server Name in the section Connection Settings for Hosted LISTSERV Lists This name always starts with MAESTRODB_ followed by a unique string of characters For example MAESTRODB_dtn7nzn3 So the entry in the SITE crc might look like this ODBC DSN MAESTRODB dtn7nzn3 DSN_ NAME ODBC _UID MAESTRODB dtn7nzn3 USERNAME ODBC AUTH MAESTRODB dtn7nzn3 PASSWORD On your own server you would replace dtn7nzn3 with the correct value for your SERVERNAME It is important to use exactly the same server name as given on the LISTSERV Connection page of the Administration Hub using the exact spelling all letters must be in lowercase which is also useful to discern between the letter O and the digit zero The letter is shown in lowercase as o while the digit is shown as o Important LISTSERV requires that if you are using a database server name the default database interface must also alwa
5. individual account group level 5 3 2 Grant Right to Administer Recipient Datasets Once usage of hosted lists has been enabled for a group specifically in the group settings or as an inherited default setting it is still necessary to define which account from the group is actually granted the right to use this feature To define the right go into the Administration Hub click on Administer User Accounts then click on the account to which you want to grant the right then click Maestro User Interface then User Right Settings 13 The User Right Settings page then allows you to grant or revoke the right to administer hosted recipient datasets for the selected account Note If this user right is granted then the user right administer target groups is also always granted by default Any user who is allowed to administer datasets will always also be allowed to administer target groups Note If this user right is granted but usage of hosted lists is still disabled see the previous sub section then the account will still not be able to administrate hosted lists until hosted lists are enabled as described above Note Non group accounts are handled in the same manner If you grant only this right but do not enable usage of hosted lists the account will not be able to use hosted lists To actually allow usage of hosted lists you also need to enable that feature as described in the previous sub s
6. installed In that case you need an ODBC driver for MySQL on that host and when creating the DSN you need to supply the host name localhost the port 3306 and the database name LUT In the STTE cFc or the LISTSERV Configuration tool see above supply luiuser as the user name and lui as the password OR e Install LISTSERV on a different host than the internal database In that case you also need an ODBC driver for MySQL on that host and when creating the DSN you need to supply the host name where the internal database is installed the host where the Maestro User Interface component is installed the port 3306 and the database name Lur Then in the SITE CFG or the LISTSERV Configuration tool see above supply a database user name and password that you define yourself any name and password of your choice As a second step you need to grant the right to access the internal database to this user that you have defined Do so here On the server where the Maestro User Interface component is installed start the MySQL client program Program Files L Soft Application Server lui database bin mysql exe u root Then enter the following command grant all on lui to USERNAME LISTSERVHOST identified by PASSWORD where you replace USERNAME with the database user name you have defined LISTSERVHOST with the name of the host where LISTSERV is running and PAssw
7. on that host apply 7 Appendix B The Internal MySQL Database By default LISTSERV Maestro 2 0 9 is installed with an instance of MySQL 4 1 7 as the internal system database Using this internal system database is optional You may decide during setup not to install the internal system database at all in which case you have to install a separate external system database Alternatively you may choose to install it during setup but then switch to a different external system database of your own at a later time 20 Please see http www mysql com for details about MySQL 4 1 7 and its features to determine if it meets your requirements and expectations for a production database Reviewing the features will help you decide if you want to use the internal database or if you prefer to install a different external system database With LISTSERV Maestro the internal MySQL database is installed on the same server as the Maestro User Interface component if installation of MySQL was not deselected during setup You can find the database binaries including the server and client tools in the folder Program Files L Soft Application Server lui database on that server Upgrade Note LISTSERV Maestro 1 2 and older on Windows was installed with an internal MySQL database of version 3 23 42 When upgrading such an existing older installation to version 2 0 9 the internal MySQL database will not be upgraded to 4 1 7 Instead the upgraded LISTSER
8. purposes of this copyright notice and can be freely removed if present Copyright 2003 2005 L Soft Sweden AB All Rights Reserved Worldwide LISTSERV is a registered trademark licensed to L Soft international Inc L SOFT and LMail are trademarks of L Soft international Inc LSMTP is a trademark of L Soft international Inc CataList and EASE are service marks of L Soft international Inc UNIX is a registered trademark of X Open Company Limited AIX and IBM are registered trademarks of International Business Machines Corporation Alpha AXP Ultrix and VMS are trademarks of Digital Equipment Corporation OSF 1 is a registered trademark of Open Software Foundation Inc Microsoft is a registered trademark and Windows Windows NT Windows 2000 Windows XP and Windows 95 are trademarks of Microsoft Corporation HP is a registered trademark of Hewlett Packard Company Sun is a registered trademark of Sun Microsystems Inc Solaris is a registered trademark of Sun Microsystems Inc Mac and Mac OS are registered trademarks of Apple Computer Inc IRIX is a trademark of Silicon Graphics Inc PMDF is a registered trademark of Innosoft International Pentium and Pentium Pro are registered trademarks of Intel Corporation All other trademarks both marked and not marked are the property of their respective owners Some portions licensed from IBM are available at http oss software iobm com icu4j This product includes code licens
9. L Soft Sweden AB LISTSERV Maestro Version 2 0 Installation Manual August 15 2005 Build 9 This document describes the installation of the Version 2 0 Build 9 release of LISTSERV Maestro for Windows The information furnished in this document is meant as an introduction to installing and administering a LISTSERV Maestro installation For further in depth information that may be helpful before initiating an installation please see the LISTSERV Maestro Administrator s Manual available at http www soft com manuals html Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted L Soft Sweden AB does not endorse or approve the use of any of the product names or trademarks appearing in this document Permission is granted to copy this document at no charge and in its entirety provided that the copies are not used for commercial advantage that the source is cited and that the present copyright notice is included in all copies so that the recipients of such copies are equally bound to abide by the present conditions Prior written permission is required for any commercial use of this document in whole or in part and for any partial reproduction of the contents of this document exceeding 50 lines of up to 80 characters or equivalent The title page table of contents and index if any are not considered part of the document for the
10. LISTSERV lists on the LISTSERV host This creation includes an authentication of the client accessing LISTSERV using the given e mail address and password 5 2 2 2 Tracking URL The tracking URL is necessary to enable the mail tracking functionality of LISTSERV Maestro Without a tracking URL you can still create and send mail jobs but you cannot enable tracking for them Since this setting can be defined individually for accounts groups you can make LISTSERV Maestro use different tracking URLs even in parallel depending on which account is currently logged in to the Maestro User Interface You do so by defining each account s group s individual tracking URL settings 11 If on the other hand you have no reason to use different tracking URLs for different accounts or groups then it is easiest to configure the tracking URL as an application wide default and leave the settings of the individual accounts and groups empty To configure the tracking URL go to the Maestro User Interface settings menu of the desired account group or go to the Maestro User Interface default settings menu see above Next click on Tracking URL Default Tracking URL Enter information for the following parameters e Tracker Host Enter the host name of the server running the Maestro Tracker component This must be a DNS registered host name that can be used by external clients to access the server from the Internet e HTTP Port E
11. V Maestro 2 0 9 will continue to use the internal MySQL with version 3 23 42 If you are using an external system database you are not using the internal MySQL database then it is irrelevant that the internal database is not upgraded Similarly if you are currently using the internal database but are planning to switch to an external system database upgrading the internal MySQL database is not necessary If however you are using the internal MySQL database or plan to do so in the future and want to continue to use it after the upgrade to LISTSERV Maestro 2 0 9 and also take advantage of the newer database version 4 1 7 you need to do the following 1 While still running the older LISTSERV Maestro version trigger a backup Log into the Administration Hub go to Global Component Settings gt Administration Hub gt General Administration gt click on Execute Backup Now In some older version of LISTSERV Maestro this Execute Backup Now button may not yet be available In this case to trigger a backup change the backup time to a time shortly in the future and wait for the backup to happen normally 2 Wait until the backup has completed Check the backup log in the folder hub logs in the LISTSERV Maestro installation folder on the server where the Administration Hub is installed A backup log with the current date and time must appear and the log must state that the backup has completed successfully
12. allation Depending on which of the three components you select to install you may be queried for any of the following settings but not necessarily all of them HTTP Connection Port The port on which the LISTSERV Maestro component s installed on this server will accept HTTP connections All components installed on this server will use the same port Leave empty to use the default HTTP port 80 Administration Hub Host The hostname of the host where the Administration Hub component is or will be installed Administration Hub HTTP Connection Port The port on which the Administration Hub component accepts HTTP connections Leave empty to use the default HTTP port 80 Maestro Tracker Host The hostname of the host where the Maestro Tracker component is or will be installed Maestro Tracker HTTP Connection Port The port on which the Maestro Tracker component accepts HTTP connections Leave empty to use the default HTTP port 80 Service Account The Windows account to be used for running the LISTSERV Maestro services You can either specify an existing account or define a new account to be created or choose to run the services with the LocalSystem account If you specify an existing account or create a new one the Log on as service right will be granted to that account The following settings will only be queried if you have selected to define the default value
13. and account information both for the Maestro User Interface and for Maestro Tracker For a complete LISTSERV Maestro 2 0 9 installation each of the above components must be installed and each of them only once However the components do not have to be installed on the same server they can be distributed over several servers On each server where you want to install one or several of the components execute the LISTSERV Maestro installation package Log in as a Windows administrator and execute the setup file LISTSERVMaestro2 0 9 exe Once started the setup wizard will guide you through all the necessary setup steps During this process you will be queried for the target folder into which LISTSERV Maestro shall be installed You will also be asked which of the three components shall be installed on the current server In addition if you are installing the Maestro User Interface component you will be given the choice to define certain default settings during installation If you choose to do so then LISTSERV Maestro will be configured with the necessary defaults and if the correct values are supplied will be able to run without the need to first configure these settings in the Administration Hub However you can always log into the Administration Hub to change these settings at a later time Please read the section 5 Prepare LISTSERV Maestro for First Use for further steps you might have to execute after a successful inst
14. d example account You can access this account by opening the Maestro User Interface and logging in with the user name sample and the password sample no group name The sample account contains two example jobs in the list of delivered jobs one plain text and one HTML mail job along with the collected tracking data from these jobs viewable with three pre defined tracking reports Feel free to browse through these jobs and their tracking data and to create some test jobs of your own by using the sample jobs as starting points making copies of the sample jobs The sample account also contains one example dataset with an example newsletter recipient list which you may browse through and experiment with to try out the new recipient warehouse features introduced with LISTSERV Maestro 2 0 Note that the recipients on the sample list are dummy recipients with addresses that will all bounce back to the sender should you actually try to deliver a mail job to these recipients Important Security Note Since the existence of this example account is well known to most users of LISTSERV Maestro change the password of this account before making your Maestro User Interface accessible to the public Alternatively you may delete the account After deleting the account you may then log in as an Administrator to assign the sample jobs and the sample dataset to a different account that you create yourself see the LISTSERV Maestro Admini
15. d other problems may occur If you happen to close the console window by accident you can still run the Stop command shortcut from the Windows Start Menu this will then stop the processes that may still be running in the background 4 3 Accessing LISTSERV Maestro To access the Maestro User Interface open a web browser and access the URL http lt YOUR_MAESTRO USER INTERFACE HOST gt lui To access the Administration Hub interface open a web browser and access the URL http lt YOUR_ADMINISTRATION HUB _HOST gt hub For both addresses you will find convenient shortcuts in the Windows Start Menu under Programs gt L Soft Application Server on the hosts where you installed the respective components In the URLs above you need to replace lt youR_xyz HOST gt with the hostname of the server running the respective component In addition if the server in question uses a different HTTP port than the standard port 80 you need to include this different port with the host name separated with a colon like this http HOSTNAME PORT 1lui 4 3 1 Supported Browsers and Client Operating Systems Access to the Maestro User Interface and Administration Hub requires a web browser running on the client computer For this only the browser versions and client operating systems listed below are supported Other operating systems browsers or browser versions are not offic
16. e is normally used only when trying to diagnose problems with the server 4 1 Starting LISTSERV Maestro You can find the shortcuts for the different start modes service or console in the Windows Start Menu under Programs gt L Soft Application Server Remember that if you start LISTSERV Maestro in a console then it will automatically stop running when you log out If you want LISTSERV Maestro to continue running even after you log out you must start it as a service After starting LISTSERV Maestro you can send a remote version query to each component to verify that your installation is up and running Open a compatible browser and type each of the URLs listed below into the address field where you replace the correct server name in each URL The result of the query will be displayed in the browser e To query LUI http LUISERVER 1lui build e To query HUB http HUBSERVER hub build e To query TRK http TRKSERVER trk build 4 2 Stopping LISTSERV Maestro Always stop LISTSERV Maestro with the shortcut from the Windows Start Menu under Programs gt L Soft Application Server even if LISTSERV Maestro is running as a service If you are running LISTSERV Maestro in a console do not shut it down by simply closing the console window If you attempt to kill LISTSERV Maestro in this way some processes that belong to LISTSERV Maestro may continue to run in the background an
17. ection Enabling usage of hosted lists but not granting the administer hosted recipient datasets right will not have any effect and the account will not be able to used hosted lists 5 3 3 Define Postmaster Address in LISTSERV Connection Settings Hosted lists of the type Hosted LISTSERV List are based on classic LISTSERV lists With such a recipient list users can create and administer a LISTSERV list from inside LISTSERV Maestro If the type Hosted LISTSERV List is to be used it has been enabled as described above then LISTSERV Maestro must be able to connect to LISTSERV and create an actual LISTSERV list This is accomplished by putting a LISTSERV list header onto LISTSERV To be able to put the list header LISTSERV Maestro must connect to LISTSERV using a postmaster address with its associated password Therefore if Hosted LISTSERV Lists are to be used you must configure the Client Address for Hosted LISTSERV List Administration in the LISTSERV connection settings of the corresponding account group or on the default level if applicable See section 5 2 2 1 LISTSERV Connection for details LISTSERV Maestro will use this address to connect to the configured LISTSERV host and put the list header of any newly created or updated LISTSERV list onto that server This means that whenever an account creates a new Hosted LISTSERV List this list will be created on the LISTSERV in
18. ed from RSA Security Inc This product includes software developed by the Apache Software Foundation http www apache org All of L Soft s manuals for LISTSERV are available in ASCll text format via LISTSERV and in popular word processing formats via ftp 1soft com They are also available on the World Wide Web at the following URL URL http www lsoft com manuals html L Soft invites comment on its manuals Please feel free to send your comments by e mail to MANUALS LSOFT COM 1 Quick Installation GUIDE ysis assassins ansensnsanannsndansnntndannsnsnd ousenind cnnatadewssntadawnnnmndanmnans 3 Bel Install MIS TISER Y ancieacsadecsncsaneiacaadantnnaandanessentnntnaion aa a a E E wine 1 2 Install External Database optional cintancicniauterscscnmnaseentahmmaniacntadsarmadeatsiiasdeetaataenenmeabiunas 1 3 Install LISTSERV Maestro 2 0 9 cssscccesssseccsesssseceesssseeeeecesseseeseuaeseesensaseessaasassensnaasas 2 Upgrading an Existing Installation i iii eeeeeeeeeeeenneenennes 5 3 Modifying or Uninstalling an Existing Installation eee 6 4 Running LISTSERV MaeStro cccccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenees 6 421 Starting LISTSERV Maestro sasssa a aoa A TE 4 2 Stopping LISTSERV Maestro aiisndsscinsonactnudriwestdiwasnemnwnsieacensdinabedbeduscwaniaancsbisnrkcnmatonentes 4 3 Accessing LISTSERV MaSSU G insstssttenesavtandedwestnueannmmnnsincansscranareasoratnaietaxsdsondinna
19. ed together with LISTSERV Maestro 2 0 9 an instance of MySQL 4 1 7 see Appendix B for details In this case you need an external database that LISTSERV Maestro can use as its system database Supported databases are e IBM DB2 V7 2 and V8 2 and compatible versions e Microsoft SQL Server 7 0 and 2000 e MySQL 3 23 42 and later 4 0 and 4 1 and compatible versions for MySQL version 4 1 or later is recommended some versions of 4 0 may cause problems e Oracle 8i and 9i and compatible versions If you already have an instance of such a database installed you may use it as the LISTSERV Maestro system database If you do not have a database installed or want to use a freshly installed database install the database of your choice with the corresponding installation package provided by the database vendor Important See the LISTSERV Maestro Administrator s Manual for details about each database and the specific requirements made by LISTSERV Maestro 1 3 Install LISTSERV Maestro 2 0 9 LISTSERV Maestro 2 0 9 itself consists of three components e The Maestro User Interface component is the actual user interface for mail jobs tracking data and recipient lists e The Maestro Tracker component is the component that collects the tracking events that are generated by recipients of mail that was sent with the Maestro User Interface component e The Administration Hub component is a central component that stores registry
20. ee the LISTSERV documentation about how to set a personal password for an e mail address In short Send a plain text mail to listserv LISTSERV_ HOST with PW ADD your password in the mail body and the e mail address to which you want to assign the password as the sender address of the message Note This address and password are used internally for the communication between the Maestro User Interface and LISTSERV in order to transfer mail jobs to LISTSERV for sending or to read bounce information from LISTSERV This transfer includes an authentication of the client accessing LISTSERV using the given e mail address and password Client Address for Hosted LISTSERV List Administration The address configured here is related to the new recipient warehouse feature introduced with LISTSERV Maestro 2 0 see section 5 3 Preparing LISTSERV Maestro for Hosted Lists for more details It is used by the Maestro User Interface when creating and maintaining hosted LISTSERV lists in the recipient warehouse hosted lists that are backed by a classic LISTSERV list e Address An e mail address that is known to the LISTSERV configured above as a postmaster address e Password The address password associated with it at the LISTSERV component See above for details about how to set a password for an address Note This address is only used internally for the communication between the Maestro User Interface and LISTSERV to create new
21. eseeeeeeeee seas eee e eres eeeeaeaaaaaaeeeeeeesaaaaaaaaeeeeseeeaaea 14 5 4 Page Compilation encv sachin cannndnndaicdcnvetinnnieudaeseninudiiisansinncunbitaduisieuvataaaneatansiiiueaidudunencmuneay 18 54 1 Pre Compiling All Pages siisi a a a iia 18 6 Appendix A Required RESOUICES c ccccceeeeeeeeeeeeeeeeeeeeeeeneeeeeeeeeeeeeeeeeeeeeeeeees 19 7 Appendix B The Internal MySQL Database ccccccceeceeeeeeeeeeeeeeeeeeeeeeeeeeees 20 1 Quick Installation Guide For a complete installation of LISTSERV Maestro 2 0 9 several components are required that may be installed on one server or distributed over several servers The following sub sections give a quick overview of how to install each of these components when doing a fresh installation of LISTSERV Maestro For more in depth information or for information on upgrading an existing LISTSERV Maestro installation please see the later sections of this document 1 1 Install LISTSERV LISTSERV Maestro 2 0 9 requires an instance of LISTSERV 14 4 If you already have such a LISTSERV instance installed you may use it for LISTSERV Maestro If you do not have a LISTSERV instance installed or want to use a freshly installed instance install a new LISTSERV 14 4 with the corresponding LISTSERV installation package see the LISTSERV installation manual for instructions 1 2 Install External Database optional Only necessary if you do not want to use the internal database that is deploy
22. essfully The last line of the output must read All pages compiled successfully If that line instead reads There were compilation errors on N pages then there was a problem If all pages 18 failed to compile then LISTSERV Maestro was probably not running on the server on which you executed the command If LISTSERV Maestro actually was running or if only a few pages failed to compile then you most likely have a corrupted installation Try to re install or when in doubt contact L Soft Support The compileAl1 command only pre compiles the pages of the local server If both the Maestro User Interface and the Administration Hub components are installed on the same server then CompileAl1 will pre compile the pages of both these components If only one of the components is installed then the command will pre compile only the pages of that component The command must be run once on the other server s where other components are installed 6 Appendix A Required Resources This manual assumes that you have access to the setup file of LISTSERV Maestro 2 0 9 LISTSERVMaestro2 0 9 exe LISTSERV Maestro requires a computer running Windows NT 4 0 Windows 2000 Windows XP or Windows Server 2003 The type of the operating system workstation or server depends on the LISTSERV Maestro component s you want to install on the computer The Maestro User Interface and Administration Hub components of LISTSERV Maestr
23. fine all of these settings on the account group level or as application wide defaults 5 2 2 1 LISTSERV Connection The LISTSERV connection settings are necessary to make the Maestro User Interface aware of the LISTSERV instance with which it is supposed to collaborate Since this setting can be defined individually for accounts groups you can connect the Maestro User Interface to separate LISTSERV instances even in parallel depending on which account is currently logged in and using the Maestro User Interface You do so by defining each account s group s individual LISTSERV connection settings If on the other hand you have only a single LISTSERV instance that you want to share among all accounts then it is easiest to configure this LISTSERV instance as the application wide default and leave the settings of the individual accounts and groups empty To configure the LISTSERV connection either go to the Maestro User Interface settings menu of the desired account group or go to the Maestro User Interface default settings menu see above Next click on LISTSERV Connection Default LISTSERV Connection Enter information for the following parameters e LISTSERV Host The host name of the server running the LISTSERV component This LISTSERV host will be used for the following purposes e Delivery of all mail jobs sent with the account s to which this setting applies e Bounce reporting for all jobs sent with the accou
24. ially supported and should not be used Supported browsers e Microsoft Internet Explorer 5 5 or later Windows only e Mozilla 1 0 0 or later and any other browser based on a compatible Mozilla version such as e Firefox 1 0 or later e Netscape 7 0 or later Supported client operating systems e Windows e Linux e Mac OSX Note that the client does not necessarily have to use the same operating system as the LISTSERV Maestro server You may for example use a Linux client to access LISTSERV Maestro on a Windows server or any other combination Note There are a few issues of which to be aware when using Mozilla or derived browsers on Linux Please see the section in the LISTSERV Maestro User s Manual about using a Linux client to access LISTSERV Maestro 5 Prepare LISTSERV Maestro for First Use The following subsections discuss steps that you need to perform in order to prepare a fresh installation of LISTSERV Maestro for first use If you have already provided default values for certain Administration Hub settings during the installation process or if you have upgraded an existing installation some of these steps may not be necessary Read through the sections anyway because some steps may deal with new features that were not previously available and therefore must be performed even after an upgrade of an existing installation 5 1 First Steps with the LISTSERV Maestro Sample Account LISTSERV Maestro is installed with a pre define
25. imply execute the command for example by double clicking on the command file LISTSERV Maestro must be running on the server while the command is being executed Note Compilation is a lengthy and processor intensive task that may take a considerable amount of time during which the server will be working to capacity Please be patient and wait until the compilation complete message appears in the console see below You may safely interrupt the command at any time which will then leave all the remaining pages in the un compiled state You can then re execute the command at a later time to compile the remaining pages Executing the command is completely optional If you do not execute the command or if you interrupt its execution all pages that are not pre compiled will be compiled in the background when they are accessed by a user for the first time This command needs to be executed only once since running it again when all pages are already pre compiled has no additional benefit When executed the command displays its output in a console similar to the following Compilation started at Thu Aug 08 09 56 14 CEST 2002 http yourhost hub index jsp success http yourhost hub JSP applicationList jsp success ete Per lt s http yourhost lui JSP userSettings preferences report collaboration jsp success http yourhost lui JSP userSettings preferences report report jsp success Compilation complete All pages compiled succ
26. l settings required by the driver L Soft does not recommend supplying a user name and password in a system wide DSN if offered by the driver at all Instead of supplying these values in the DSN you will supply them in the LISTSERV configuration see below Give the DSN a meaningful name 15 Now you need to configure this DSN as a database server name in LISTSERV You can do so by editing the sITE cCFG file directly or by using the LISTSERV Configuration tool e Editing SITE CFG Add the following lines to the s1TE cFrc file of the LISTSERV instance ODBC _DSN_ SERVERNAME DSN NAME ODBC_UID_SERVERNAME USERNAME ODBC_AUTH SERVERNAME PASSWORD where you replace SERVERNAME with the specific server name see below for details DSN NAME with the name of your DSN and USERNAME and PASSWORD with the same database user name and password that you have also supplied for the system database connection in the Administration Hub of LISTSERV Maestro e Using the LISTSERV Configuration tool Start the tool Click on Advanced Configuration then DBMS then on More Servers Fill out the field Server with the specific server name see below for details and the fields DSN User ID and Password with the name of your DSN and the same database user name and password that you have also supplied for the system database connection
27. lauention 4 3 1 Supported Browsers and Client Operating SYStOMS ccccssseeeeseeeessseeeeeeesaaeeeesaaaeeessanaeeeesaags 5 Prepare LISTSERV Maestro for First USC scceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeees 8 5 1 First Steps with the LISTSERV Maestro Sample ACCOUN ccceccsseeeeeeeeeeeeeeeasaeeeeeeaaaeeeees 5 2 Configuring LISTSERV Maestro for First USC saicicssancnssinancnnestasancesasanenntamsdianuenaasaosedssnanentens 5 2 1 Administrator PASSWON isis sss inssessaseesisazcecosgchs ie eisseeancgexsai wasenchcesesacsadssnd nese Ea a Aaaa 5 2 2 Maestro User Interface Runtime SettingS c ceeeeeeeeeeeee ence eee eeeeeeaeaa aaa eeeeeeeeaaaaaaaeeeeeseeeaaea 5 2 2 1 LISTSERV CONMECUON i i eeec cies csecsseverseiuesebeeiseuscsavedveebersb dessa dsdievecsebeotseusdsebeespebesboueneens 10 5 252 2 Tra king UR G aima varassvenidseavaveveinanes a aN aA 11 52 2 3 User ACCOUN Sosna E a E E AT S 12 5 3 Preparing LISTSERV Maestro for Hosted LiStS scccsissccstnssancescsasavecsasaaaeeccteansansasennenstoaaannns 12 5 3 1 Enable Usage of Hosted LISTSERV Lists ceceeeeeeeeeeeeeeeeeeeeeeaeaaaaaeeeeeeeeeaaaaaaaaeeeeseeeaaea 13 5 3 2 Grant Right to Administer Recipient Datasets cccceccceseeeeeeeeeeeeeeeaeaaeeeeeeeeeeaeaaaaaeeeeeseeeaaea 13 5 3 3 Define Postmaster Address in LISTSERV Connection Settings eseeeeeeeeeeeaeaeeeeeeeeeeeees 14 5 3 4 Define Database Server in LISTSERV ccccces
28. nfigured in the LISTSERV connection settings of the corresponding account group needs to be connected to the system database of LISTSERV Maestro See the following sub sections for more details about each of the steps 5 3 1 Enable Usage of Hosted LISTSERV Lists By default only usage of Hosted Recipient Lists is enabled in LISTSERV Maestro If you also want to use Hosted LISTSERV Lists their usage first needs to be enabled Similarly you can also disable usage of Hosted Recipient Lists if this feature is not desired The feature can be enabled on the application wide default level in which case it will be enabled for all accounts groups but an individual account group can then override this to selectively disable it again or it can be enabled selectively on the account group level To enable the feature log into the Administration Hub and go to the Maestro User Interface settings menu of the desired account group or go to the Maestro User Interface default settings menu see above Next click on Hosted Data Settings Default Hosted Data Settings The Hosted Data Settings page then allows you to selectively enable creation of Hosted Recipient Lists and or Hosted LISTSERV Lists Only accounts to which one of the enabled creation rights apply will be allowed to create the corresponding type of hosted list Note that the applicable right may also be inherited from the default level if not overridden on the
29. nt lists and all recipient profile values directly inside of LISTSERV Maestro without the need for additional software The recipient warehouse allows you to created hosted lists of two types e Hosted Recipient Lists e Hosted LISTSERV Lists Each of these recipient list types has its own set of special features Please see the documentation for LISTSERV Maestro for more details 12 To enable the recipient warehouse feature in a freshly installed or upgraded LISTSERV Maestro where the feature was previously not present or not enabled you need to execute the following steps 1 Enable Usage of Hosted LISTSERV Lists By default only usage of Hosted Recipient Lists is enabled in LISTSERV Maestro If you also want to use Hosted LISTSERV Lists you first need to enable their usage in the Administration Hub 2 Grant Data Administrator Right Even after usage of hosted lists has been enabled in general only accounts that are granted the right to administer hosted recipient datasets are actually allowed to use the feature 3 Define Postmaster Address in LISTSERV Connection Settings If the list type Hosted LISTSERV List is to be used then the Client Address for Hosted LISTSERV List Administration needs to be configured in the LISTSERV connection settings of the corresponding accounts groups 4 Define Database Server in LISTSERV If the list type Hosted LISTSERV List is to be used then the LISTSERV host co
30. nt s to which this setting applies unless a dedicated bounce handling server is defined see the LISTSERV Maestro Administrator s Manual for more details e Creation and maintenance of all hosted LISTSERV lists created with the account s to which this setting applies in case the new hosted LISTSERV lists feature as introduced in LISTSERV Maestro 2 0 is used see section 5 3 Preparing LISTSERV Maestro for Hosted Lists for more details e External Host Name If the LISTSERV host is known externally with a different host name than the one above enter this external host name here see the LISTSERV Maestro Administrator s Manual for more details 10 LISTSERV TCPGUI Port The port number on the LISTSERV host on which the LISTSERV component accepts TCPGUI connections the standard port is 2306 Client Address for Mail Delivery and Bounce Reporting The address you configure here is used by the Maestro User Interface when transferring a mail job to the LISTSERV host configured above and when retrieving bounce information from that LISTSERV host e Address An e mail address that is known to the LISTSERV host configured above either as a postmaster address or as an address that is listed under the LISTSERV configuration parameter DIST ALLOWED USERS meaning an address that has the DISTRIBUTE right e Password The address password associated with it at the LISTSERV component Please s
31. nter the HTTP port used by the server running the Maestro Tracker component This must be the port that external clients from the Internet must use for HTTP connections to the server Note In a proxy environment the Tracker Host and HTTP Port as seen by external clients may be different from what the actual Maestro Tracker component server uses internally Please see the LISTSERV Maestro Administrator s Manual for details about a proxy environment or when using host name aliases 5 2 2 3 User Accounts This step is usually only executed after you are done testing the system with the predefined sample account see above and are ready to use the system with your own accounts Create at least one user account that you can then use to access the Maestro User Interface Click on Administer User Accounts and then on Add User Account Next enter the account name and optionally group and the password Click on Ok If you do not want the account to use the default LISTSERV connection settings and or default tracking URL settings or if you have not configured such defaults you need to configure individual connection and tracking URL settings for the account See the previous sub sections on how to configure these settings on the account group level 5 3 Preparing LISTSERV Maestro for Hosted Lists LISTSERV Maestro 2 0 introduces a new feature the recipient warehouse that allows you to store and maintain your recipie
32. o may be installed on Windows NT 4 0 Workstation or Server Windows 2000 Professional or Server Windows XP Professional or Windows Server 2003 The Maestro Tracker component should normally be used only on Windows NT 4 0 Server Windows 2000 Server or Windows Server 2003 It will also run on Windows NT 4 0 Workstation Windows 2000 Professional or Windows XP Professional but these operating systems are limited in respect to the number of concurrent socket connections that they accept The Maestro Tracker component accepts connections from the outside Internet to track the messages that are sent If you are expecting a heavy load you plan to send mail to a large number of recipients that will generate a large number of events for Maestro Tracker then the number of concurrent connections may exceed the limit imposed by NT Workstation W2000 Professional Windows XP Professional As long as you are not expecting a heavy load for example during an evaluation period or for a low end installation you may use the Windows workstation variants for the Maestro Tracker component However do so at your own risk remembering the restriction on the number of concurrent connections and use the Windows Server variants instead in a production or heavy load environment For the installation you will also need to have Administrator logon access to the computer s where the LISTSERV Maestro components will be installed When installing the comp
33. oRrD with the database password you have defined 17 Take care to use the same upper lowercase spelling of the username and password as you have defined them in the DSN Also take care to type lui in lowercase 5 4 Page Compilation To display the pages of the user interface LISTSERV Maestro uses a technology that compiles each page just in time that is at the moment a user accesses a page for the first time This means that when LISTSERV Maestro is freshly installed all pages are still un compiled existing in their raw state The moment a page is accessed for the first time it is compiled automatically behind the scenes and the result is displayed to the user Because of this the first access to a page is usually noticeably slower it takes longer for the page to appear because the page is compiled first Any subsequent access to the same page will happen with normal speed because it is now pre compiled even after a restart of the server 5 4 1 Pre Compiling All Pages The slower page loading during first access after an installation can be avoided by executing the CompileAll command after the installation This will pre compile all pages of the application so that page loading will happen with normal speed even during the first access of a page The command can be found in the commands subfolder of the LISTSERV Maestro installation folder The command is named compileAll cmd S
34. onents on the their hosts the following restrictions must be met e All hosts that contain any of the three LISTSERV Maestro components must be interconnected with a network in such a way that the components can communicate using TCP IP ports In addition the host where the Maestro User Interface component is installed must be interconnected with the LISTSERV host as well as with the host of any optional database s The LISTSERV host must be interconnected with the host where the system 19 database of the Maestro User Interface component is running if not the internal system database is used e The host where the Maestro Tracker component is installed must have a registered DNS host name and the HTTP port typically port 80 on that host must be available to external users from the Internet e The host where the Maestro User Interface component is installed must be accessible on the HTTP port for all intended users of the Maestro User Interface If there are only internal users then the host may be protected by a firewall However if external users also must access the Maestro User Interface then the host needs to have a registered DNS host name and the HTTP port must be available to external users from the Internet even through a firewall Note If the recipient warehouse feature introduced with LISTSERV Maestro 2 0 is to be used in such a way that subscribers will be able to use the subscriber access pages to independently s
35. p 4 above You need to locate three distinct backup folders one for each of the three components they may be located on different servers depending on where you put them in step 4 You then need to restore them according to the instructions in the Administrator s Manual 8 Edit the following file Program Files L Soft Application Server lui lui ini It contains a section similar to the following MySQLDriverPlugin databaseHost localhost MySQLDriverPlugin databasePort 3306 MySQLDriverPlugin databaseName LUI MySQLDriverPlugin userName luiuser MySQLDriverPlugin userPassword lui Edit the MySQLDriverPlugin part of all five of these lines to read MySQLConnectorJDriverPlugin instead so that the section now looks similar to this MySQLConnectorJDriverPlugin databaseHost localhost MySQLConnectorJDriverPlugin databasePort 3306 MySQLConnectorJDriverPlugin databaseName LUI MySQLConnectorJDriverPlugin userName luiuser MySQLConnectorJDriverPlugin userPassword lui Please use the same upper lowercase since these entries are case sensitive 9 Start LISTSERV Maestro The backup will now be restored into the newer MySQL 4 1 7 database 22
36. ro Administrator s Manual about other important steps that need to performed when moving components To perform a modify or uninstall log in as a Windows administrator and start the setup wizard by executing the file Program Files L Soft Application Server setup data Setup exe The setup wizard will recognize the existing installation and will allow you to add or remove LISTSERV Maestro components The wizard will also allow you to completely uninstall LISTSERV Maestro from the server Note If you choose to completely uninstall LISTSERV Maestro the whole installation folder will be deleted with all files in it Therefore if you want to keep some of the files for example log files you must copy or move them to a location outside of the installation folder before you select to uninstall 4 Running LISTSERV Maestro LISTSERV Maestro can be run either as a Windows Service or as a console application Running as a service has the advantage that LISTSERV Maestro is running silently in the background it cannot be stopped accidentally by closing the console window that it will start automatically when the server is booted up and that it will continue running when the current user logs off This should be the normal run mode for a production environment Running in a console window has the advantage that you can see LISTSERV Maestro s output in the window directly and not just indirectly by looking at the log files This run mod
37. s for the Administration Hub during setup Even then you can choose not to specify any of the values listed below just leave each one empty You will then need to specify it in the Administration Hub itself after the installation LISTSERV Host The hostname of the host where the LISTSERV component is installed see section 1 1 Install LISTSERV TCPGUI Port The port on which the LISTSERV instance accepts TCPGUI connections Leave empty to use the default port 2306 Client Address The client e mail address that is to be used to access the LISTSERV instance This address must be a valid Internet e mail address and must be configured at LISTSERV to have the DISTRIBUTE right see section 5 2 2 1 LISTSERV Connection for details Client Password The password associated with the client address at the LISTSERV instance see section 5 2 2 1 LISTSERV Connection for details 2 Upgrading an Existing Installation To upgrade an existing installation of LISTSERV Maestro to the current version 2 0 9 do as follows Log in as a Windows administrator and execute the setup file LISTSERVMaestro2 0 9 exe on all hosts to be upgraded Once started the setup wizard will guide you through all the necessary upgrade steps It will automatically recognize the existing installation and will ask you if you want to upgrade it to the current version of LISTSERV Maestro 2 0 9 If you choose
38. stance that is configured in the LISTSERV connection settings applicable to that account using the postmaster address and password configured in the connection settings Note If the only hosted list type you have enabled is Hosted Recipient List then you do not have to configure the postmaster address 5 3 4 Define Database Server in LISTSERV Hosted lists of the type Hosted LISTSERV List are based on classic LISTSERV lists as described in the previous sub section The LISTSERV list created by LISTSERV Maestro will be an actual LISTSERV list but one that is database backed by a table in the LISTSERV Maestro system database also called DBMS backed list or simply DBMS list This means that the subscribers on the list are not stored in LISTSERV itself but in a table in the database backing the list in this case the LISTSERV 14 Maestro system database With such a DBMS list LISTSERV must have access to the backing database in order to be able to retrieve the subscribers during delivery To enable LISTSERV to access the LISTSERV Maestro system database you need to configure a specific database server name in the LISTSERV instance You need to do so for every LISTSERV instance that is configured in the LISTSERV connection settings of any account group for which the feature to create Hosted LISTSERV Lists is enabled In other words if for an account group you have enabled the feature to create
39. strator s Manual for more details 5 2 Configuring LISTSERV Maestro for First Use After installation or after upgrading you may still have to execute a few initial configuration steps in the Administration Hub before you can fully use LISTSERV Maestro Access the Administration Hub with a browser using its access URL see above and log in with the administrator password The default password after a fresh installation is admin Note The following sub sections describe only a small subset of the available configuration settings in the Administration Hub Please see the LISTSERV Maestro Administrator s Manual for a complete description and for more details If you have already supplied defaults for some of the Administration Hub settings during the installation process itself then some of the configuration steps below are no longer necessary 5 2 1 Administrator Password It is recommended that you change the administrator password to something other than the default admin immediately after installation Do not forget the new password it is not recoverable 5 2 2 Maestro User Interface Runtime Settings Before you can fully use all features of the Maestro User Interface you need to configure some basic settings which you can do either on account group level or as application wide defaults e For application wide defaults go to the Maestro User Interface default settings menu by clicking on Global Component Settings
40. to upgrade the setup will upgrade exactly the components that are already installed on this server Setup will upgrade the installation in the folder where it is currently installed Please read the section 5 Prepare LISTSERV Maestro for First Use for further steps you might have to execute after a successful upgrade Caution Upgrading an installation is an invasive process during which files of the current installation are replaced removed or modified and new files are added Since any such operation may potentially abort unexpectedly power outage disk computer crash other error there is a potential for an unexpected and incomplete termination of the upgrade process that would leave the data in a partially upgraded state from which no consistent state could be recovered It is therefore strongly recommended that you make a backup copy of the old installation folder which usually has a path similar to Program Files L Soft Application Server before you run the upgrade 3 Modifying or Uninstalling an Existing Installation This section explains how to modify an existing installation of LISTSERV Maestro 2 0 9 on a certain server by either adding new components that had previously not been installed on this server or by removing some of the installed components Important If you modify an existing installation in the course of moving a component from one server to a different server please do first consult the LISTSERV Maest
41. ubscribe to and unsubscribe from lists as well as to edit their subscription profiles then the Maestro User Interface must be accessible to external users as described above e The host where the Administration Hub component is installed must be accessible on the HTTP port for all intended users of the Administration Hub interface If there are only internal users then the host may be protected by a firewall However if external users also must access the Administration Hub then the host needs to have a registered DNS host name and the HTTP port must be available to external users from the Internet even through a firewall e For standard installations the three LISTSERV Maestro components all require use of the HTTP port On a host where any of these three components is installed there may not be any other software running that also requires use of the same HTTP port such as a web server for example The three LISTSERV Maestro components themselves may share one host The standard port for HTTP is port 80 However a different port may be configured as the HTTP port during setup or at a later time see the LISTSERV Maestro Administrator s Manual for details about how to change the port at a later time e Other restrictions may apply to the LISTSERV host depending on LISTSERV s setup requirements See the LISTSERV manuals for details Remember that if any of the components share a host then all restrictions from all components
42. ys be defined even if it is not used If you do not already have the default database interface defined you need to do this now Otherwise the above configuration of the database server name for Maestro will be ignored by LISTSERV However for the default database interface you may supply dummy values as shown below Note that the following step is not necessary if the default database interface is already defined in your LISTSERV configuration 16 Again you can edit your LISTSERV configuration either by editing the sITE cFc file directly or by using the LISTSERV Configuration tool e Editing SITE CFG Add the following lines to the s1TE cFc file of the LISTSERV instance ODBC_DSN DUMMY ODBC_UID DUMMY ODBC_AUTH DUMMY e Using the LISTSERV Configuration tool Start the tool Click on Advanced Configuration then DBMS Enter Dummy into each of the three fields DSN User ID and Password of the section Default Interface to Database and accept with Ok Note for Users of the Internal System Database LISTSERV Maestro comes with an out of the box version of MySQL as the internal system database If you use this internal database as the system database and need to connect LISTSERV to it as described above you have two choices e Install LISTSERV on the same host as the internal database that is the host where the Maestro User Interface LUI component is
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