Test the process!
These instructions are new. There's a good chance that they don't encompass everything you need for a successful update. Trust me on this. Before upgrading a production server, test on a development server. If you don't have a development server, consider settings up a FreeBSD jailed test environment.
http://www.tnpi.biz/computing/perl/MATT-Bundle/freebsd.shtml#createjail
Step 1: Upgrade Perl.
Certain features (like spam filtering) require perl 5.6.1 or higher to function fully. If perl -v reflects anything smaller than 5.6.1, do either of the following:
pkg_add -r perl (on FreeBSD 5+)
or
cd /usr/ports/lang/perl5;
make install clean;
rehash; use.perl port;
You need Perl's CPAN working for installing perl modules so make sure it's configured. If the following command doesn't give you a prompt, then you'll be prompted to configure.
perl -MCPAN -e shell
exit
Step 2: Upgrade MATT::Bundle.
toaster_setup.pl -s mattbundle
There is a fair amount of documenation on MATT::Bundle which can be read via "perldoc MATT::Bundle". That also applies for subsequent MATT:: targets. The docs are also available at http://www.tnpi.biz/computing/perl/MATT-Bundle/.
Step 3: Upgrade Mail::Toaster
perl -e 'use MATT::Utility; InstallMailToaster';
Documenation for the modules being called by toaster_setup.pl, toaster_watcher.pl, maillogs, and index.cgi are all installed in Perl's pod format (perldoc Mail::Toaster, perldoc Mail::Toaster::CGI, etc) as well as being available online at http://www.tnpi.biz/internet/mail/toaster/.
Step 4: Upgrade FreeBSD.
Follow the docs at http://www.freebsd.org/. A few things to help you along are:
toaster_setup.pl -s sources
toaster_setup.pl -s ports
That'll update your FreeBSD sources and ports tree with the latest versions. Then you'll want to upgrade your FreeBSD. I do it this way:
cd /usr/src
make buildworld
make kernel
reboot
cd /usr/src
make installworld
mergemaster
reboot
The process will vary based on the version of FreeBSD you are upgrading from and to. The above assumes that I've also configured /etc/make.conf. It's ALWAYS best to read the docs first, including /usr/src/UPDATING. Failure to do so can be quite difficult to recover from.
After upgrading the OS, you'll want to run portupgrade and upgrade all the ports with the latest version. I do so like this:
pkgdb -F
portupgrade -ai
Some folks like running portupgrade -a. This almost always breaks their toaster. See the FAQ for reasons why. Don't upgrade ports that are manually installed by the toaster, such as qmail, ucspi, etc.
Step 5: Update Toaster config files
cd /usr/local/etc
sdiff -o toaster-watcher.conf-new toaster-watcher.conf toaster-watcher.conf-dist
cp toaster-watcher.conf-new toaster-watcher.conf
sdiff -o toaster.conf-new toaster.conf toaster.conf-dist
cp toaster.conf-new toaster.conf
Make your .conf files resemble the -dist files, with your local customizations. If the CVS id string at the top of the file(s) has changed, that's a good indication that new settings have been added and it's time to update your file. Use sdiff to merge the differences and create the -new file. Then, copy that file over your old toaster-watcher.conf.
Step 6: Start updating the toaster!
toaster_setup.pl -s pre
toaster_setup.pl -s ucspi
toaster_setup.pl -s vpopmail
toaster_setup.pl -s qmailadmin
If toaster_setup.pl has any problems running, fix what it complains about and then run it again with the same parameter. It will resume and finish that section.
Don't forget to add the following two lines to ~vpopmail/etc/tcp.smtp if you haven't yet. (If you don't, toaster-watcher will remind you, frequently.)
### BEGIN QMAIL SCANNER VIRUS ENTRIES ###
### END QMAIL SCANNER VIRUS ENTRIES ###
Step 7: Upgrade Qmail
toaster_setup.pl -s qmail
patch info: http://www.tnpi.biz/internet/mail/toaster/patches/
Step 8: Set up mail filtering and logging
toaster_setup.pl -s filter
toaster_setup.pl -s qss (optional)
toaster_setup.pl -s supervise
toaster_setup.pl -s maillogs
toaster_setup.pl -s rrdutil (optional)
Step 9: Verify cron entries
Run all these commands from the command line and verify their proper functionality (no complaints or errors) BEFORE adding to cron.
crontab -u root -e
9-59/10 * * * * /usr/local/vpopmail/bin/clearopensmtp
40 * * * * /usr/local/share/sqwebmail/cleancache.pl
*/5 * * * * /usr/local/sbin/toaster-watcher.pl
*/5 * * * * /usr/local/www/cgi-bin/rrdutil.cgi -a update
Step 10: Test the Upgrade
A good way to test is simply watching the logs while sending some messages. Try the following:
tail -F /var/log/mail/send/current &
tail -F /var/log/maillog &
Then send some test messages. Also, test other aspects of your mail system including:
Mail::CGI
Squirrelmail
Sqwebmail
Qmailadmin
POP3
IMAP
SMTP
SMTP-Submit
Step 11: Manually update maildrop filter config
cd /usr/local/etc/mail
fetch http://www.tnpi.biz/internet/mail/toaster/etc/mailfilter-site
diff mailfilter mailfiter-site
cp mailfilter-site mailfilter
chown vpopmail mailfilter
Use "tail -F /var/log/mail/maildrop.log" to watch the maildrop logs. Make sure there are no errors in there. This is VERY important.
A consequence of using maildrop this way is that mail destined to aliases will not get filtered. A workkaround is using forwards instead of aliases. This also will not work for addresses that don't exist (ie, catch all addresses). I don't consider this a problem as I don't ever use catch-alls.