PORTA ONE Porta u n i f i e d UM m e s s a g i n g Installation Guide Maintenance Release 16 www.portaone.
PortaUM Installation Guide Copyright Notice & Disclaimers Copyright © 2000-2008 PortaOne, Inc. All rights reserved PortaUM Installation Guide, April 2008 Maintenance Release 16 V1.16.3 Please address your comments and suggestions to: Sales Department, PortaOne, Inc. Suite #400, 2963 Glen Drive, Coquitlam BC V3B 2P7 Canada. Changes may be made periodically to the information in this publication. Such changes will be incorporated in new editions of the guide.
PortaUM Installation Guide Table of Contents Preface ............................................................................................................................ 3 1. Introduction ...................................................................................4 Hardware and Software Requirements ............................................................... 5 2. Installation Process .....................................................................
PortaUM Installation Guide Preface This document provides a general overview of the PortaUM installation process. Where to Get the Latest Version of this Guide The hard copy of this guide is updated at major releases only, and does not always contain the latest material on enhancements occurring between minor releases. The online copy of this guide is always up to date, and integrates the latest changes to the product. You can access the latest copy of this guide at: www.portaone.
Introduction 1. Introduction (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Introduction PortaUM can potentially run on most modern UNIX operating systems (FreeBSD, Linux, Sun Solaris), assuming these are equipped with basic items such as an ANSI C compiler. However, it might be difficult for an inexperienced system administrator to install and configure the operating system in such a way as to suit all of the requirements and provide the best performance. Installing all the prerequisite software (libraries, Perl modules, etc.
Introduction Recommended Configuration: PortaUM: • • • • • • • CPU: basic configuration: Pentium4 2.8GHz advanced configuration: Pentium4 3GHz SCSI integrated or add-on hardware RAID controller compatible with FreeBSD 6.
Installation Process 2. Installation Process (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Installation Process Step 1: Insert USB Dongle Before you start the installation, insert the USB dongle provided into one of the available USB ports. It must remain in place the whole time to ensure normal system operation. Step 2: Power-up, Boot Order Setup Turn on the computer which you plan to use as the server.
Installation Process Step 3: Insert CD-ROM While rebooting the system, insert the PortaUM installation CD into the CD-ROM drive. If you do not insert it soon enough and get a “no operating system” error (or a previously installed operating system starts its boot-up process) then press Reset and ensure that you are booting from the CD. Step 4: Launch Installation Process First, you will be asked to boot from the CD.
Installation Process Before proceeding any further, you will see the following screen: If you select the first option, installation will start in default mode, which is suitable for most hardware configurations. However, in some cases, option 1 will return a device mounting error due to hardware conflicts. In this case, restart installation and, when you see this screen again, select options 2, 3 or both to enable/disable APIC/ACPI features.
Installation Process Step 5: Welcome Screen Next, the installation process starts. First you will see the PortaUM welcome screen: Press Enter to proceed. Step 6: Choose Installation Type Next you must choose the installation type. This will determine which packages will be installed on this host. (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Installation Process Step 7: Hardware Check After you have selected the installation type, the system will check your server’s hardware components, such as CPU, memory, network card and USB controller. If the hardware test detects a failure, an output message is generated indicating what exactly went wrong when failure occurred.
Installation Process Step 9: Network Configuration Fill in the appropriate fields for network configuration in this menu. Use the space bar to set the check boxes for interface and DHCP. Use the Tab key to proceed to the next field. If you have multiple interfaces, set at least one of the interfaces on which your machine connects to the Internet. If you do not use DHCP, unset this box. You can leave the alias and ifconfig(8) flags field empty.
Installation Process server is physically located, or the one which is local to the majority of system administrators. Step 11: Disk Partitioning - Overview Now you must allocate the hard drive partitions where FreeBSD and PortaUM will be installed. If you have only one hard drive in your system, or have configured your available disks as a single volume array, go to step 13 directly. Otherwise, choose the designated disk in step 12.
Installation Process Step 13: Disk Partitioning – Slice Layout You will be prompted to enter or choose the slice sizes for holding different file systems. The default settings are OK in most cases. Step 14: UM Mail Domain Configuration You will need to enter the name of the UM mail domain which you plan to use for PortaUM (i.e. the name appearing after @ in emails sent to/from the PortaUM system). You will also have to register this name in the DNS server for your domain. (c) 2000-2008 PortaOne, Inc.
Installation Process Step 15: Set Up Root Password and User Account Choosing the super user password is very important, as you will need it to perform system administration or system recovery. Choose a password which is difficult to guess or crack. Add another user account especially for remote administration. Step 16: Start Installation Your confirmation is required before the disk layout is changed and the partitions reformatted. Press Enter to proceed. (c) 2000-2008 PortaOne, Inc. All rights Reserved.
Installation Process Step 17: Installing Required Applications When installation starts, you will see a screen similar to the one below. At this step, the installation program will install all the required third-party applications, such as MySQL client and PortaSIP software. This step may take 5-10 minutes. Progress will be shown on a screen similar to the following one: During installation you will be asked to enable UM features on your PortaBilling web interface. (c) 2000-2008 PortaOne, Inc.
Installation Process If you select Yes on the screen above and do not have IP connectivity to the PortaBilling slave machine, you will be prompted by the following screen. Choose No to proceed if you do not have such connectivity. Step 18: Prepare to Reboot When installation has finished and you reach the following screen, press Reboot. After the system has begun its reboot process, remove the installation CD from the CD-ROM. (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Installation Process NOTE: Do not forget to enter BIOS again and change the priority of the boot devices so that the hard drive will be attempted first. (This ensures a quicker reboot when recycling the server.) Step 19: Check If System Can Reboot to Normal State It is good to make sure that the system is in a stable state, and that it returns to normal operations without intervention on reboot, especially if there is no keyboard or other peripheral attached.
Installation Process Step 20: Prepare System for Transport (Optional) If you need to transport the system to another location (e.g. hosting center), or otherwise power down the system safely, proceed as follows: • Wait until the system finishes booting • Log in as root • Type shutdown -p now • Wait until either the system powers down on its own or the “The operating system has halted” message appears, and then power off the server. (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Cisco AS5300 Gateway Setup 3. Cisco AS5300 Gateway Setup (c) 2000-2008 PortaOne, Inc. All rights Reserved. www.portaone.
Cisco AS5300 Gateway Setup Setting-up Back-to-Back T1/E1 Connection Hardware Setup In order to use the Cisco AS5300 gateway as a media server and VXML platform in the PortaUM system, you need to physically loop one or more pairs of T1 or E1 voice ports on it, so that these can be used for the PSTNÆPSTN connection.
Cisco AS5300 Gateway Setup Software Configuration You must also configure the T1/E1 interfaces.
Cisco AS5300 Gateway Setup Other Important Considerations Please ensure that the PortaUM machine and Cisco AS5300 gateway used as a media server and VXML platform have a good network connection between them. Ideally, they should be located on the same 100 Mbps or 1,000 Mbps LAN segment. This is important because the media server needs to load sounds interactively from the PortaUM machine in real time.