This article will guide you through the installation of the Open-Xchange Server, it describes the basic configuration and software requirements. As is intended as a quick walk-through it assumes a existing installation of the operating system and requires average system administration skills. More, this guide will show you how to setup a basic installation with none of the typically used distributed environment settings. The target of this guide is:
Open-Xchange maintains public available software repositories for different platforms, such as Ubuntu. This repository should be added to the Ubuntu installation to enable simple installation and updates.
Start a console and modify the Ubuntu repository information file to add the Open-Xchange software repository at then end of the file:
$ sudo vim /etc/apt/sources.list deb http://download.opensuse.org/repositories/server:/OX:/ox6/xUbuntu_10.04/ /
in addition, you'll also need Sun Java and thus you should add/activate the Ubuntu partner repository:
deb http://archive.canonical.com/ubuntu lucid partner
Reload the package index. This will download the package descriptions available at the software repositories:
$ sudo aptitude update
The following command starts the download and installation process of all required package for Open-Xchange deployment:
The following Meta packages are available:
|open-xchange-meta-admin||all provisioning packages|
|open-xchange-meta-gui||all gui packages|
|open-xchange-meta-messaging||the complete messaging packages like unified inbox, twitter, facebook, etc.|
|open-xchange-meta-mobility||OXtender for business mobility|
|open-xchange-meta-outlook||Outlook OXtender Updater|
|open-xchange-meta-pubsub||all publish/subscribe related packages|
|open-xchange-meta-server||the server backend packages|
|open-xchange-meta-databaseonly||all packages needed when open-xchange is only managed via database and not e.g. LDAP|
|open-xchange-meta-singleserver||most of the above|
If you want to install everything on a single server, just run
$ sudo aptitude install mysql-server open-xchange-meta-singleserver \ open-xchange-authentication-database open-xchange-spamhandler-default
Note: You have to choose between one of the available spamhandler and authentication packages depending on your requirements. If you plan to only manage your open-xchange installation via database and do not plan to integrate e.g. with LDAP and OXLDAPSync, you might also want to install the package open-xchange-meta-databaseonly.
Of course you can still install the single packages as usual to be able to select a specific set of functionality that you'd like to have, for example:
$ sudo aptitude install mysql-server \ open-xchange open-xchange-authentication-database \ open-xchange-admin-client open-xchange-admin-lib \ open-xchange-admin-plugin-hosting open-xchange-admin-plugin-hosting-client \ open-xchange-admin-plugin-hosting-lib open-xchange-configjump-generic \ open-xchange-admin-doc open-xchange-contactcollector \ open-xchange-conversion open-xchange-conversion-engine \ open-xchange-conversion-servlet open-xchange-crypto \ open-xchange-data-conversion-ical4j open-xchange-dataretention \ open-xchange-genconf open-xchange-genconf-mysql \ open-xchange-imap open-xchange-mailfilter \ open-xchange-management open-xchange-monitoring \ open-xchange-passwordchange-database open-xchange-passwordchange-servlet \ open-xchange-pop3 open-xchange-publish open-xchange-publish-basic \ open-xchange-publish-infostore-online open-xchange-publish-json \ open-xchange-publish-microformats open-xchange-push-udp \ open-xchange-resource-managerequest open-xchange-server \ open-xchange-settings-extensions open-xchange-smtp \ open-xchange-spamhandler-default open-xchange-sql open-xchange-subscribe \ open-xchange-xerces-sun open-xchange-subscribe-json \ open-xchange-subscribe-microformats open-xchange-subscribe-crawler \ open-xchange-templating open-xchange-threadpool open-xchange-unifiedinbox \ open-xchange-admin-plugin-hosting-doc open-xchange-charset \ open-xchange-group-managerequest open-xchange-i18n open-xchange-jcharset \ open-xchange-sessiond open-xchange-calendar-printing \ open-xchange-user-json open-xchange-gui-wizard-plugin \ open-xchange-report-client \ open-xchange-configjump-generic-gui \ open-xchange-gui open-xchange-gui-wizard-plugin-gui \ open-xchange-online-help-de \ open-xchange-online-help-en open-xchange-online-help-fr
A warning will be shown because the Open-Xchange packages are not yet signed by a cryptographic key. To accept and continue the installation, press Y.
To avoid confusion right at the start notice that Open-Xchange uses multiple administration levels and requires different credentials at some stages at the installation and server management. Note that the passwords chosen at this guide are weak and should be replaced by stronger passwords.
In order to setup the Open-Xchange Server it is mandatory to have the database running:
$ /etc/init.d/mysql start
Note: in case of a distributed setup, it is recommended to start mysql with --skip-name-resolve or to add all hosts to the hosts file of the database server so that slow DNS responses do not slow down the creation of new database connections.
In a distributed setup you should also take care of the fact that Open-Xchange supports only a Statement Based Replication at the moment (http://dev.mysql.com/doc/refman/5.1/en/replication-formats.html). See also Load_balancing_and_clustering
a good idea is to add the Open-Xchange binaries to PATH:
$ echo PATH=$PATH:/opt/open-xchange/sbin/ >> ~/.bashrc && . ~/.bashrc
Now we have to initialize the Open-Xchange configdb database. This can all be done by executing the initconfigdb script.
$ /opt/open-xchange/sbin/initconfigdb --configdb-pass=db_password -a
Add the -i option if you want to remove an already existing open-xchange configdb.
Note: The -a parameter adds an administrative account to mysql, this administrative account is required for the creation of the oxdatabase database, you may find problems following the instructions of this tutorial if you either set a mysql root password or do not create this administrative account, if you have manually setup this administrative account, grant the permissions for database creation or you may find a problem in the context creation.
Before starting any service, all basic configuration files need to be set up correctly. The --configdb-pass option indicates the password of the openexchange database user previously created, the --master-pass options specifies the password of the Open-Xchange adminmaster user that will be created when executing the oxinstaller script.
Important: You should have your Open-Xchange license code at hand. If you do not plan to license Open-Xchange, you can use the option --no-license instead. Please also check OXReportClient documentation for more information about configuring a supported and maintained Open-Xchange server.
Important: For MAX_MEMORY_FOR_JAVAVM a rule of thumb for simple installations is half available system memory. For production environments please consult our Sizing Whitepaper.
$ /opt/open-xchange/sbin/oxinstaller --add-license=YOUR-OX-LICENSE-CODE \ --servername=oxserver --configdb-pass=db_password \ --master-pass=admin_master_password --ajp-bind-port=localhost --servermemory MAX_MEMORY_FOR_JAVAVM
Note: In a clustered setup, --ajp-bind-port must be set to *
Now is a good time to configure the way OX will authenticate to your mail server. Edit the file /opt/open-xchange/etc/mail.properties and change the com.openexchange.mail.loginSource to use. This is very important for servers that require your full email address to log in with.
# adjust com.openexchange.mail.loginSource $ vim /opt/open-xchange/etc/mail.properties
After initializing the configuration, start the Open-Xchange Administration service by executing:
$ sudo /etc/init.d/open-xchange-admin start
Next we have to register the local server at the Open-Xchange configdb database:
$ /opt/open-xchange/sbin/registerserver -n oxserver -A oxadminmaster -P admin_master_password
Now we have to create a local directory that should be used as Open-Xchange filestore. This directory will contain all Infostore content and files attached to groupware objects. To maintain access by the Open-Xchange Groupware service, it is required to grant permissions to the open-xchange system user.
$ mkdir /var/opt/filestore $ chown open-xchange:open-xchange /var/opt/filestore
Now register the directory as a filestore at the Open-Xchange server:
$ /opt/open-xchange/sbin/registerfilestore -A oxadminmaster -P admin_master_password \ -t file:/var/opt/filestore -s 1000000
Note: You might want to adapt the value provided with -s, the "The maximum size of the filestore in MB", see registerfilestore --help.
Note 2: If you are setting up OX App Suite, you need a shared filestore accross your OX servers even though you do not plan to have the OX Files feature enabled for your customers.
Finally register the groupware database, this is a separated database where all groupware specific data is stored:
$ /opt/open-xchange/sbin/registerdatabase -A oxadminmaster -P admin_master_password \ -n oxdatabase -p db_password -m true
Now as the Open-Xchange Server has been set up and the database is running, we have to configure the Apache webserver and the mod_proxy_ajp module to access the groupware frontend. To gain better GUI performance, the usage of mod_expires and mod_deflate is strongly recommended. Those modules will limit the amount of client requests and compress the delivered content.
$ a2enmod proxy proxy_ajp proxy_balancer expires deflate headers rewrite mime setenvif
To enable the modules, run:
$ sudo /etc/init.d/apache2 force-reload
Configure the mod_proxy_ajp module by creating a new Apache configuration file.
$ vim /etc/apache2/conf.d/proxy_ajp.conf
<Location /servlet/axis2/services> # restrict access to the soap provisioning API Order Deny,Allow Deny from all Allow from 127.0.0.1 # you might add more ip addresses / networks here # Allow from 192.168 10 172.16 </Location> <IfModule mod_proxy_ajp.c> ProxyRequests Off <Proxy balancer://oxcluster> Order deny,allow Allow from all # multiple server setups need to have the hostname inserted instead localhost BalancerMember ajp://localhost:8009 timeout=100 smax=0 ttl=60 retry=60 loadfactor=50 route=OX1 # Enable and maybe add additional hosts running OX here # BalancerMember ajp://oxhost2:8009 timeout=100 smax=0 ttl=60 retry=60 loadfactor=50 route=OX2 ProxySet stickysession=JSESSIONID|jsessionid scolonpathdelim=On </Proxy> # OX frontend <Proxy /ajax> ProxyPass balancer://oxcluster/ajax </Proxy> <Proxy /servlet> ProxyPass balancer://oxcluster/servlet </Proxy> <Proxy /infostore> ProxyPass balancer://oxcluster/infostore </Proxy> <Proxy /publications> ProxyPass balancer://oxcluster/publications </Proxy> # USM <Proxy /usm-json> ProxyPass balancer://oxcluster/usm-json </Proxy> # SOAP <Proxy /webservices> ProxyPass balancer://oxcluster/webservices </Proxy> # OXtender <Proxy /Microsoft-Server-ActiveSync> ProxyPass balancer://oxcluster/Microsoft-Server-ActiveSync </Proxy> </IfModule>
Modify the default website settings to display the Open-Xchange GUI
$ vim /etc/apache2/sites-available/default
After the configuration is done, restart the Apache webserver
$ sudo /etc/init.d/apache2 restart
Finally start the Open-Xchange Groupware service
$ sudo /etc/init.d/open-xchange-groupware start
Now as the whole setup is complete and you already should get a login screen when accessing the server with a webbrowser, we have to setup a context and a default user as the last step of this tutorial.
The mapping defaultcontext will allow you to set this context as the default one of the entire system so that users which will be created within this context can login into Open-Xchange Server without specifying their domain at the login screen. Only one context can be specified as defaultcontext. The oxadmin user that will be created by this command is the default admin of the created context. This account will gather additional functions that are also described in the administration manual. The context id parameter must to be unique and numeric, otherwise the server will complain when you try to create a context. New contexts must be created by the oxadminmaster user, user accounts inside a context are created with the credentials of the contexts oxadmin account. The access-combination-name property defines the set of available modules and functions for users of the context.
$ /opt/open-xchange/sbin/createcontext -A oxadminmaster -P admin_master_password -c 1 \ -u oxadmin -d "Context Admin" -g Admin -s User -p admin_password -L defaultcontext \ -e firstname.lastname@example.org -q 1024 --access-combination-name=groupware_standard
To create a user for testing purposes (Make sure the password you use here for the user is the same password as your email account or you will not be able to use the email module until it is set right):
$ /opt/open-xchange/sbin/createuser -c 1 -A oxadmin -P admin_password -u testuser \ -d "Test User" -g Test -s User -p secret -e email@example.com \ --imaplogin testuser --imapserver 127.0.0.1 --smtpserver 127.0.0.1
Now connect to the server with a webbrowser and login using the credentials testuser / secret.
A complete overview about the different parameter is provided at the permission matrix
If you need to migrate a batch of users and contexts at once, check the CSV Batch Import documentation page.
Whenever unexpected or erroneous behavior takes place, it will be logged depending on the configured loglevel. All logfiles are stored at the operating systems default location. Events triggered by the Open-Xchange Groupware services are logged to a rotating file open-xchange.log, events triggered by the Open-Xchange Administration service are logged to open-xchange-admin.log. Those files are the very first place to monitor.
$ tail -f -n200 /var/log/open-xchange/open-xchange.log.0
Apart from the default file logging mechanism, Open-Xchange supports logging via syslog in using Apache log4j which is a standard framework for application message and error logging. Using log4j makes it possible to directly log to a local or remote syslog daemon or other services. Log4j is highly customizable, please see the Apache log4j  project websites for more information. Note, the default logging locations at /var/log/open-xchange will not be used anymore when installing the log4j bundles, please make sure to check out the
Depending on your setup and the user accounts, it´s often helpful to know, how to get a better performance from the complete system. This section will try to assist you, how to tune the components within an OX setup, before you need to install a second server, add more RAM, add new CPU to existing servers.
Since OX itself used very specific features from MySQL like InnoDB instead of MyISAM as DB Engine, it´s often needed, how to increase performance of the OX databases. In general, you should always monitor your MySQL system via tools like "munin", to see when your system reaches it´s limits. Once, you recognized, the system responds more and more slowly, you start to read and research on the internet how to change your mysql configuration, specially, the my.cnf file. But due to the fact, that nearly every system is different in regards of hardware etc. you cannot just copy&paste existing configurations. At this point, a tool called "mysqltuner.pl" can help you. MySQLTuner is a script written in Perl that will assist you with your MySQL configuration and make recommendations for increased performance and stability. Within seconds, it will display statistics about your MySQL installation and the areas where it can be improved. To work with this tool, you need unrestricted read access to the MySQL server (OS root access is recommended). Just download and execute as shown below, and modify your existing my.cnf configuration file.
IMPORTANT INFO: The MySQL system must run for several days, to gather statistics and informations about queries etc. from OX. After these days, you should execute mysqltuner.pl script. It does not work if you run it directly after installing an OX/MySQL setup. You can force traffic to OX while writing automatic testcases or jmeter plans.
As already said, this is just ONE way to analyze MySQL systems. You can also check MYSQL.com for a consultant service or similar.
Make the PERL script executable:
$ chmod +x mysqltuner.pl
Execute the PERL script:
If prompted, enter your MySQL credentials and read carefully through the complete output of the script. Now you have very good informations, how to change your mysql system.