EDIT 2012-04-26: I am making a new thread covering this same process but with Ubuntu 10.04.4 LTS and Zimbra 7.2.0 OSE. This thread will remain as it is and I will continue to make updates but only for the 7.20 thread.
MODERATORS: Please do not delete this thread, it contains info related to this specific version which will not be covered in the new thread.
Greetings and salutations,
I hope this thread will be helpful to those who follow in my foot steps as well as getting any advice based on what I've done / documented. I am a documentation freak so this will probably grow into a very LARGE step-by-step process. If useful, it will probably be best to convert to a wiki once completed.
This is a Work-In-Progress topic so I will be updating this thread frequently as I go through this evaluation process. If my administration decides to go with a different solution, my evaluation (and continued documentation) will stop. But until then, I will continue updating my progress all the way to the last person that is converted and using the system.
This thread will cover installation of Ubuntu server inside a virtual machine vSphere 4.1 running on ESXi 4.1 servers. It will also cover the installation and configuration of Zimbra OSE and the Zimbra desktop client. This is a merge of several other guides, comments and my own experience of putting it all together in one place in a format that is easy for me to follow and reproduce the same results (yes, I create documentation that I will have to re-read one day because of my bad memory problems!). Please excuse my ignorance since I am fairly new to Linux and Zimbra.
Company background and environment
I am in the process of evaluating different mail options for my company. We are a small shop of about 200 employees and are currently using Microsoft Exchange 2003 on a physical server.
We are looking to either migrate the 2003 server into a virtual machine for vSphere or acquire the new Exchange 2007 and install into a VM or use an external host such as Google Apps or switch to a different mail system (like Zimbra, Mercury Mail or hMailServer). We are not fully utilizing Exchange features and are mainly using it for email, contacts, calendars and shared calendars (for scheduling meeting rooms). We use Active Directory (Windows 2003 domain) to manage users and distribution lists. The desktops are mainly Windows XP and some newer boxes are coming in with Windows 7. We are using Microsoft Outlook with personal folders since we have mailbox size restrictions of 200 MB per mailbox as well as the web interface for people that constantly move from desk-to-desk. iPhones and iPads are also being used as portable devices.
The email server will be sitting behind a firewall on our LAN. Here is a graphic representation of the network layout:
About the IT staff
We are primarily a Microsoft Windows shop and as such, most of us (3) have Microsoft certifications such as MCSE, MCDBA and MCP. None of us are Unix administrators but we are fairly competent in the use of the system from having to support an AIX server so we are comfortable in the VI editor but know very little in terms of Unix hardware and software administration (just basic user stuff, enough to be dangerous)
The evaluation and deployment process
I mentioned some of the aspects of Phase 1 and 2 in the section above. I won't go into detail about them mainly because they are very specific and diverse to each organization (and this topic is primarily about Ubuntu/Zimbra). So this topic is mainly covering Phase 3 and touch on some of the later phases as time allows. If my company goes with Zimbra, expect to see more info regarding the later phases.
- Phase 1 - Define the needs and goals for the project.
- Phase 2 - Collect information about various solutions and have a high-level overview of features, advantages and disadvantages.
- Phase 3 - Setup a hands-on demonstration on how the system will accomplish our goals and work in our environment (or a very good flowchart and screenshot presentation).
- Phase 4 - Setup a fully-functional system for testing, training and migration.
- Phase 5 - Create Backup / Restore process and documentation
- Phase 6 - Install client software on all devices
- Phase 7 - Create and deploy training materials (videos)
- Phase 8 - Migrate users to new system and setup email forwarding
- Phase 9 - Decommission old system
Tools utilized in this process
- Ubuntu Server 10.04 LTS, 64-bit
- Zimbra OSE 7.1.3, 64-bit
- Zimbra Desktop Client 7.1.2
- Portable PuTTY 0.61
- VMware vSphere 4.1.0
The list below are sources of information that helped me configure this system as well as some places that might be helpful to me later on as this process continues.
- Ubuntu Documentation
- Zimbra Network Edition Documentation (PDF files)
- Zimbra Open Source Edition Documentation (PDF files)
- Ubuntu Firewall Basics
- Firewall Configuration for Zimbra
- Ubuntu AppArmor Basics
- Ubuntu 8 and Zimbra Install Guide
- Making Zimbra and BIND Work Together
- Split DNS Guide
- Z-Push (Over-The-Air ActiveSync)
- Funambol (Over-The-Air iPhone contact sync)
- djigzo (email encryption @ the gateway)
- Mondo Rescue (Ubuntu OS backup)
- MailArchiva (email Journaling and archival)
- TurnKeyLinux Zimbra Appliance (fast-n-easy to get running even if you are 100% unfamiliar with Linux/Zimbra)
- ZeXtras Migration Tool (upgrade OS or change from dedicated to multi-domain server)
- Location of Zimbra Log Files
- Zimbra Online Quote Tool
This documentation will need to make use of some very-specific information that will most-likely be different for each person / location. And as such, I will note some of these in this section. They will be highlighted in red throughout the document as a reminder that you should plug-in your own value rather than actually using my "place-holder" value.
Under no circumstance should you use that actual values I list below. They are place-holders for the real thing. This is just a checklist template you need to have answered before you start the install process.
Wherever you see RED in this document, you need to substitute it for what your company uses. Use the list below as a template you need to have answered before you continue.
- Ubuntu Server name: mail
- Internet domain: mydomain.com
- Server domain alias (Windows): work
- Server fully-qualified domain: work.mydomain.com
- Ubuntu Server IP address: 192.168.107.14
- Ubuntu Server IP subnet mask: 255.255.255.0
- Ubuntu Server IP gateway: 192.168.107.1
- Internal DNS Server 1: 192.168.107.23
- Internal DNS Server 2: 192.168.107.212
- Internal Active Directory: 192.168.107.212
- External ISP DNS Server 1: 126.96.36.199
- External ISP DNS Server 2: 188.8.131.52
- External IP to Domain: 184.108.40.206
- Ubuntu Admin ID: administrator
- Ubuntu Admin Password: myadminpass
- Ubuntu Root Password: myrootpass
- Zimbra Admin Password: myzimbrapass
I also assume the reader knows how to use the VI editor. If not, you will need to beef up your skill set or use a different editor in place of it.