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 have 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 as I go through this transition from MS Exchange to Zimbra.
This thread will cover installation of Ubuntu server inside a virtual machine vSphere 4.1 running on ESXi 4.1 servers. Although there is some VMware-specific steps, they are very few and the majority of this documentation will work for other VMs such as VirtualBox or even directly installed onto a physical machine. 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...if you have any advice on doing things better, please let me know. I love feedback and learning better ways of doing things!
Company background and environment
I have finished evaluating different mail options for my company and we decided to make the switch to Zimbra. We are a small shop of about 200 employees and are currently using Microsoft Exchange 2003 on a physical server.
We are going to switch from Exchange to Zimbra. 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 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 deployment process
Here are the high-level milestones for this project.
- Phase 1 - Setup a fully-functional system for testing, training and migration.
- Phase 2 - Create Backup / Restore process and documentation
- Phase 3 - Install client software on all devices
- Phase 4 - Create and deploy training materials (web docs / videos)
- Phase 5 - Migrate users (over a weekend)
- Phase 6 - Decommission old system (with a flamethrower)
Tools utilized in this process
- Ubuntu Server 10.04 LTS, 64-bit
- Zimbra OSE 7.2.0, 64-bit
- Zimbra Desktop Client 7.1.4
- Portable PuTTY 0.62
- 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)
- Zimbra Desktop User Guide
- 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 windows domain: work.mydomain.com
- Ubuntu Server IP address: 192.168.107.25 (my attempt at geek humor...raise your hand if you get it)
- 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: 220.127.116.11
- External ISP DNS Server 2: 18.104.22.168
- External IP to Domain: 22.214.171.124
- 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.