Penguin
Diff: HowToPineExchange
EditPageHistoryDiffInfoLikePages

Differences between current version and previous revision of HowToPineExchange.

Other diffs: Previous Major Revision, Previous Author, or view the Annotated Edit History

Newer page: version 3 Last edited on Sunday, November 28, 2004 1:01:05 am by AristotlePagaltzis
Older page: version 2 Last edited on Friday, June 7, 2002 1:07:18 am by perry Revert
@@ -1,662 +1 @@
-Pine-Exchange mini-HOWTO  
-!!!Pine-Exchange mini-HOWTO  
-!Alexandru Roman `roma4386@rh.edub  
-  
-v1., 2002-03-28  
-  
-  
-__Revision History__Revision 1.02002-03-28Revised by: arSubmitted to the LDP for publication.Revision .32002-03-25Revised by: arAdded the site-wide Pine Configuration informationRevision .22002-03-22Revised by: arAdded Exchange v5.5 requirement, Pine v4.0 requirement, and  
-Acknowledgements Section.Revision .12002-03-21Revised by: arSubmitted to the LPD community/listserv for review.  
-  
-  
-  
-  
-  
- This HOWTO documents the configuration of the Pine email client to be  
-used with a Microsoft Exchange Server.  
-  
-  
-  
-  
-  
-  
-----; __Table of Contents__; 1. Introduction; 2. Requirements; 3. Communication; 4. Exchange Server Configuration; 5. Pine Configuration; 6. Example Configuration: ; 6.1. Gather your information; 6.2. Setting up a local ~/.pinerc configuration file; 6.3. Setting up a site-wide Pine configuration; 6.4. Logging into the Exchange/IMAP server; 6.5. Accessing your Folders with IMAP; 6.6. Accessing your Global Address List with LDAP; 6.7. Sending an email with SMTP; 7. Resources; 8. Acknowledgements; 9. Disclaimer; 10. Copyright  
-!!!1. Introduction  
-  
-This HOWTO will provide you the required information on setting up Pine to  
-connect seamlessly to an Exchange Server. The services include the following:  
-  
-  
-  
-  
-  
-*  
-  
- The ability to send and receive email with Pine through an Exchange Server.  
-  
-  
-  
-*  
-*  
-  
- Access to all your Exchange INBOX and specialized folders and messages.  
-  
-  
-  
-*  
-*  
-  
- Configuration of specialized folders (Drafts, Sent Items, Public, etc).  
-  
-  
-  
-*  
-*  
-  
- Access to the Global Address List on the Exchange Server.  
-  
-  
-  
-*  
-*  
-  
- Seamless configuration meaning that you can switch between  
-Exchange/Outlook/Pine clients without any problems. (Pine will not mess up  
-your existing configuration if you wish to revert back to Outlook)  
-  
-  
-  
-*  
-  
-  
-  
-NOTE: This configuration will not allow you access locally created Exchange  
-files (ie. .pst, .pab, etc)  
-  
-----  
-!!!2. Requirements  
-  
-I assume if you are reading this HOWTO, you probably already meet the requirements, but here they are anyhow:  
-  
-  
-  
-  
-  
-*  
-  
- Have a working knowledge of the Pine email client (There is little to no  
-documentation in this HOWTO on using Pine). If you need more information  
-on using Pine, check out their main website. (see Resources)  
-  
-  
-  
-*  
-*  
-  
- A username/password in order to log into the Exchange Server (Exchange  
-servers run in a Microsoft domain, so your Exchange logon will be the same  
-as your domain logon).  
-  
-  
-  
-*  
-*  
-  
- Befriend the !SysAdmin of your Exchange Server (You may or may not need the  
-help of this person depending on which services are running).  
-  
-  
-  
-*  
-*  
-  
- The Exchange Server must be version 5.5 or greater (Exchange did not  
-support IMAP until 5.5).  
-  
-  
-  
-*  
-*  
-  
- Pine started supporting IMAP with v2.0 and LDAP with v4.. I would  
-recommend upgrading to the newest version, at the release of this document  
-v4.44 or at least v4.0 or greater.  
-  
-  
-  
-*  
-  
-----  
-!!!3. Communication  
-  
-These are the protocols that will facilitate communication between the Pine  
-client and the Exchange Server: IMAP, SMTP, and LDAP. (see Resources)  
-  
-  
-  
-  
-  
-*  
-  
- IMAP (Internet Message Access Protocol) - This protocol will provide you  
-access to all your messages and folders on the Exchange Server.  
-  
-  
-  
-*  
-*  
-  
- SMTP (Simple Mail Transfer Protocol) - This protocol will allow you to send  
-outgoing Internet email.  
-  
-  
-  
-*  
-*  
-  
- LDAP (Lightweight Directory Access Protocol) - This protocol will provide  
-you access to the Global Address List on the Exchange Server.  
-  
-  
-  
-*  
-  
-----  
-!!!4. Exchange Server Configuration  
-  
-Before starting to work on your Pine configuration, you must make sure that the  
-Exchange Server is configured correctly. This is where your !SysAdmin comes in to  
-play. You need to make sure the IMAP, SMTP, and LDAP services are all running.  
-These services could potentially be running on separate servers, so you need to  
-consult your !SysAdmin.  
-  
-  
-  
-On Exchange Server 5.5, IMAP and LDAP are installed and running in the default  
-installation. SMTP has to be installed separately, and comes in an add-on package  
-called Microsoft Exchange Connector, specifically for sending mail on the  
-Internet.  
-  
-  
-  
-NOTE: You can manually check to see if these services are running by telneting  
-to their respective ports. (ie. IMAP:143, SMTP:25, and LDAP:389)  
-  
-----  
-!!!5. Pine Configuration  
-  
-Pine has three types of configuration files we will concern ourselves with. Each  
-of them can contain all the same settings, but with varied syntax. The decreasing  
-order of precedence for each setting is as follows: /etc/pine.conf.fixed,  
-~/.pinerc, and /etc/pine.conf. Basically this means if Pine is looking for a  
-specific setting it first checks pine.conf.fixed, if it does not exist it checks  
-~/.pinerc, if it does not exist it finally checks /etc/pine.conf.  
-  
-  
-  
-  
-  
-*  
-  
- ~/.pinerc -- This is the local user copy of the configuration file. It is  
-located in the root of the users home directory it only affects that user.  
-You should use this configuration if you do not have superusers/root access  
-on the computer on which you are using Pine. To generate a new configuration  
-file of this type, you issue the command 'pine -pinerc .pinerc.new'.  
-  
-  
-  
-*  
-*  
-  
- /etc/pine.conf -- This is the site-wide Pine configuration file, so it  
-affects all the users running Pine on that machine (It can only be installed  
-by the superuser/root account). The syntax is slightly different than the  
-~/.pinerc file since it has to represent all the users on the system, not  
-just one. To generate a new configuration file of this type, you issue the  
-command 'pine -conf b pine.conf.new'.  
-  
-  
-  
-*  
-*  
-  
- /etc/pine.conf.fixed -- This has exactly the same purpose and syntax as the  
-/etc/pine.conf file, except for one property. This file is not overridden  
-by the users ~/.pinerc file. Basically all the settings in this file are  
-enforced, and cannot be changed by the user. Initially this file should be  
-empty. You should add settings to it as needed.  
-  
-  
-  
-*  
-  
-  
-  
-Each of these files contain settings in the form of "key=value" pairings. You  
-can change these settings with your favorite editor (ex. vi). For the ~/.pinerc  
-file the user can change the settings directly from Pine, by going into (S)etup  
-then (C)onfig. For LDAP settings go into (S)etup then (D)irectory.  
-  
-  
-  
-Here are the important settings for communicating with the Exchange Server:  
-  
-  
-  
-NOTE: The syntax of each setting will be shown in the Example configuration.  
-  
-  
-  
-  
-  
-*  
-  
- user-domain -- The domain name portion of your email address (So if your  
-email address is user@yourcompany.com, then yourcompany.com would be  
-your user-domain).  
-  
-  
-  
-*  
-*  
-  
- customized-hdrs -- This is the actually "From:" header that will appear in  
-the message that you compose before you send it out. If you don't specify  
-this header, the user and full name are taken from the system  
-/etc/passwd file. There are other variations to setting up the "From:"  
-header (see Resources).  
-  
-  
-  
-*  
-*  
-  
- smtp-server -- The hostname of your SMTP server. This may or may not be the  
-same as your Exchange Server. (With SMTP Authentication you will need to  
-specify a "/user" parameter on the end of this setting).  
-  
-  
-  
-*  
-*  
-  
- inbox-path -- This contains the default path to your INBOX. (This should  
-point to the remote INBOX on your Exchange/IMAP server).  
-  
-  
-  
-*  
-*  
-  
- folder-collections -- This contains points to other folder collections you  
-wish to view. There are only two sets you should concern yourself with.  
-The first is your INBOX folders (personal folders you create in your  
-INBOX), and the second is your Mailbox folders, which are default folders  
-(ie. Sent Items, Deleted Items, Drafts, Outbox, Public Folders, etc.)  
-  
-  
-  
-*  
-*  
-  
- default-fcc -- This folder contains a carbon copy of all messages that you  
-sent out. (This should point to the "Sent Items" folder on the Exchange  
-server)  
-  
-  
-  
-*  
-*  
-  
- postponed-folder -- This folder contains postponed messages, that you wish  
-to finish later. (If you are using Outlook, this should point to the  
-"Drafts" folder on the Exchange server, otherwise you can create your own  
-on the server)  
-  
-  
-  
-*  
-*  
-  
- ldap-server -- This is the hostname of your LDAP server. There are many  
-parameters available for which you should consult your Pine documentation.  
-(This will be used to access the Global Address List on the Exchange  
-Server).  
-  
-  
-  
-*  
-*  
-  
- rsh-open-timeout -- Pine will use rsh to connect to IMAP by default.  
-This is an Integer value which represents the timeout period. (Since  
-Exchange servers don't run rsh, we are going to want to disable this  
-feature by setting this value to ).  
-  
-  
-  
-*  
-  
-  
-  
-One potential problem that you may run into is SMTP Authentication. Basically,  
-this means that you need to provide a username and password to use SMTP to send  
-email. I have found no official documentation which states that Pine supports  
-SMTP Authentication (more so on the contrary). The closest thing I've found is  
-the possibility of a /user Parameter to the smtp-server setting, which was  
-mentioned briefly in the change log from version 4.20 to 4.21. It was also  
-brought up a couple of times on the listserv. (see Resources)  
-  
-  
-  
-If you still have problems with it, here is an alternative which I ended up  
-using. You can have your !SysAdmin add your IP address to the Exchange  
-Server to allow you to bypass the SMTP authentication.  
-  
-----  
-!!!6. Example Configuration  
-  
-This example should help carify the syntax of the settings defined in the  
-previous section, with a set of artificial data.  
-  
-----  
-!!6.1. Gather your information  
-  
-Let us assume the following default information (You may provide your own  
-if you have it available):  
-  
-  
-  
-  
- Printed Name = "Foo Foo"  
-Account/User Name = "foofoo"  
-Domain Name = "foofoo.org"  
-Exchange/IMAP/LDAP Server = "192.168.1.25"  
-  
-  
-  
-NOTE: In order for the transition to be seamless, you have to make sure you  
-match the information precisely as it is stored on the Exchange Server. (ie  
-if your name on the Exchange server is "John B. Doe", make sure you set your  
-printed name to the exact value)  
-  
-  
-  
-Let us also assume, you have been using Outlook up to this point, and you have  
-accumulated some messages in your "INBOX", "Sent Items", and "Drafts". Not too  
-mention a couple of personal folders you created in your "INBOX" on the server  
-to categorize your mail: "TODO", "DONE", and "Personal".  
-  
-----  
-!!6.2. Setting up a local ~/.pinerc configuration file  
-  
-Here are the settings you should find in your ~/.pinerc file. In most cases, each  
-setting will be empty (ie "key=" with no value specified). Here is what they  
-would look like plugging in the default information.  
-  
-  
-  
-  
- user-domain=foofoo.org  
-smtp-server=192.168.1.25  
-inbox-path={192.168.1.25/user=foofoo}INBOX  
-folder-collections="INBOX Folders" {192.168.1.25/user=foofoo}inbox/[ [],  
-"Mailbox Folders" {192.168.1.25/user=foofoo}[[]  
-default-fcc="{192.168.1.25/user=foofoo}Sent Items"  
-postponed-folder={192.168.1.25/user=foofoo}Drafts  
-customized-hdrs=From: Foo Foo `foofoo@foofoo.orgb  
-ldap-servers=192.168.1.100 "/base=/impl=1/rhs=/ref=/nosub=/type=  
-/srch=contains/time=/size=/cust=/nick=/matr=/catr=/satr=/gatr="  
-rsh-open-timeout=  
-  
-  
-  
-NOTE: If you want to try SMTP Authentication with the above configuration, you  
-would replace:  
-  
-smtp-server=192.168.1.25  
-with:  
-  
-smtp-server=192.168.1.25/user=foofoo  
-  
-----  
-!!6.3. Setting up a site-wide Pine configuration  
-  
-This configuration affects all the users on the system and requires a bit more  
-work to setup. Only a UNIX !SysAdmin should attempt this configuration.  
-  
-  
-  
-NOTE: In order for this configuration to work properly, the Microsoft domain  
-account information must be synced up with the Unix account information  
-(ie. usernames and full names must match).  
-  
-  
-  
-Looking at the default provided information you should notice that "Printed Name",  
-and "Account/User Name" now have to be generalized. For "Printed Name", in  
-removing it from the configuration file, Pine will default to the personal name  
-found in the /etc/passwd file. For "Account/User Name", you can use "${USER}",  
-which points to the environment variable which holds the users login name. So  
-with that you get the following configuration:  
-  
-  
-  
-  
- user-domain=foofoo.org  
-smtp-server=192.168.1.25  
-inbox-path={192.168.1.25/user=${USER}}INBOX  
-folder-collections="INBOX Folders" {192.168.1.25/user=${USER}}inbox/[[],  
-"Mailbox Folders" {192.168.1.25/user=${USER}}[[]  
-default-fcc="{192.168.1.25/user=${USER}}Sent Items"  
-postponed-folder={192.168.1.25/user=${USER}}Drafts  
-#customized-hdrs=From: Foo Foo `foofoo@foofoo.orgb  
-ldap-servers=192.168.1.100 "/base=/impl=1/rhs=/ref=/nosub=/type=  
-/srch=contains/time=/size=/cust=/nick=/matr=/catr=/satr=/gatr="  
-rsh-open-timeout=  
-  
-  
-  
-NOTE: In this configuration we want to comment out the "customized-hdrs" setting  
-since we want the user information to be retrieved from the system /etc/passwd  
-file.  
-  
-  
-  
-The last step in this configuration is determining whether to put the settings  
-in /etc/pine.conf or /etc/pine.conf.fixed. That choice is yours, and depends  
-on how much control you need to give to the users. If your company only  
-uses Exchange, maybe all the settings should go in fixed, but then users couldn't  
-use Pine for anything else. Remember, if you put a setting in pine.conf.fixed,  
-the user does not have the option to change it.  
-  
-----  
-!!6.4. Logging into the Exchange/IMAP server  
-  
-When you first start up Pine, with your new configuration file (You can use the  
-command 'pine -p .pinerc.new-config' if you have multiple), Pine will  
-automatically try to connect to your Exchange/IMAP Server. After establishing a  
-connection, using the provided username from the configuration file, it will  
-prompt you for your password. This will be your network logon password on the  
-Microsoft domain. Once you get authenticated, you should be ready to go.  
-  
-----  
-!!6.5. Accessing your Folders with IMAP  
-  
-When you first open your folder list, you should see three folder collections.  
-Incoming Folders(INBOX), INBOX Folders(personal folders), and Mailbox Folders  
-specialized folders).  
-  
-  
-  
-Even though this is not a Pine HOWTO, there is one thing I want to point out  
-about navigating the folders. When viewing the contents of a folder, if you want  
-to view the list of messages in the folder, hit the "ENTER" key, if you want to  
-view the list of folders(subdirectories) in the folder, hit the "b" key. If you  
-need more information on using Pine, check out their website (see Resources).  
-  
-----  
-!!6.6. Accessing your Global Address List with LDAP  
-  
-Using the default configuration provided in this example, when you compose a  
-new message, and type in a name in the "To:" box. Pine will first check your  
-local addressbook for the nickname. If it doesn't find it, it will then run an  
-LDAP query by default, using the default name you typed as the search string.  
-Depending on the speed of the LDAP server, you should get a response  
-relatively quickly. From the results you can choose the entry you were looking  
-for, and continue writing your email.  
-  
-  
-  
-NOTE: If you type in an email address in the "To:" box, it will NOT do an LDAP  
-search or any other addressbook search (ie. user@smtp.email.org).  
-  
-  
-  
-If you just want to do a search, without actually composing a new message, you  
-can go directly to your addressbook, select the LDAP server, and type the  
-search string from there (ie (M)ain, (A)ddressbook).  
-  
-  
-  
-In case you do not want Pine to do an automatic LDAP lookup everytime you  
-compose a new message, you can change the parameter "/impl=1" in the  
-"ldap-server" setting to "/impl=". This will allow you to do a manual LDAP  
-query if you wish.  
-  
-----  
-!!6.7. Sending an email with SMTP  
-  
-This procedure does not change from normal Pine usage. You can start composing  
-your message right away. When you send the message it will get sent through the  
-provided SMTP server.  
-  
-----  
-!!!7. Resources  
-  
-  
-  
-  
-  
-  
-*  
-  
- Pine Information Center  
-  
-  
-  
-*  
-*  
-  
- Pine mailing list  
-  
-  
-  
-*  
-*  
-  
- Pine Frequently Asked Questions  
-  
-  
-  
-*  
-*  
-  
- Current Pine Distribution Documentation  
-  
-  
-  
-*  
-*  
-  
- Pine Version Changes  
-  
-  
-  
-*  
-*  
-  
- Changing Your From Header in Pine  
-  
-  
-  
-*  
-*  
-  
- Internet Message Access Protocol  
-  
-  
-  
-*  
-*  
-  
- Lightweight Directory Access Protocol  
-  
-  
-  
-*  
-*  
-  
- Simple Mail Transfer Protocol  
-  
-  
-  
-*  
-*  
-  
- SMTP Authentication RFC  
-  
-  
-  
-*  
-  
-----  
-!!!8. Acknowledgements  
-  
-Thanks to Hugo van der Kooij for mentioning that Exchange version 5.5 or greater  
-was not in the Requirements section. Thanks to Y Giridhar Appaji Nag for  
-suggesting I add support for a Site-Wide Pine configuration.  
-  
-----  
-!!!9. Disclaimer  
-  
-Use the information in this document at your own risk. I disavow any  
-potential liability for the contents of this document. Use of the  
-concepts, examples, and/or other content of this document is entirely  
-at your own risk.  
-  
-  
-  
-All copyrights are owned by their owners, unless specifically noted  
-otherwise. Use of a term in this document should not be regarded as  
-affecting the validity of any trademark or service mark.  
-  
-  
-  
-Naming of particular products or brands should not be seen as  
-endorsements.  
-  
-----  
-!!!10. Copyright  
-  
-Copyright (c) 2001-2002 by Alexandru Roman  
-  
-  
-  
-Permission is granted to copy, distribute and/or modify this document  
-under the terms of the GNU Free Documentation License, Version 1.1 or  
-any later version published by the Free Software Foundation; with no  
-Invariant Sections, with no Front-Cover Texts, and with no Back-Cover  
-Texts. A copy of the license may be found at:  
-  
-  
-  
-http://www.gnu.org/copyleft/fdl.html  
-  
-  
-  
-It is requested that the author's name and email are retained on all  
-copies of this document. It is requested that corrections and/or comments  
-be forwarded to the author. It is requested that the author be notified of  
-any redistribution, derivation, and/or incorporation of this document
+Describe [HowToPineExchange ] here