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mirror of https://github.com/docker-mailserver/docker-mailserver synced 2024-12-18 14:04:17 +01:00
docker-mailserver/docs/content/usage.md
Brennan Kinney 0698ad9370
docs: Refactor pages for Account Management (#4122)
* docs: Relocate account / auth pages into a common section

* docs: Update references to relocated pages

* docs: Add account management overview page

Updates remaining links to account sections on this page instead (_for `accounts`, `aliases`, `quotas`_).

This page will cover the features and defer to separate pages for more specific content where relevant.

* docs: Correct relocated pages titles and links

* docs: Accounts (Dovecot Master) - Minor revisions

* docs: Fix highlighting roundcube PHP snippet in OAuth2 page

* docs: Accounts (File) - Refactor

- Manual method not necessary to document.
- Condense `setup` example guidance.
- Quotas / Aliases content migrated to Overview when not specific about file provisioner.

Some of the content is this commit is not a complete revision.

* chore: Temporary commit

* docs(refactor): Sub-addressing section

Much better docs on the sub-addressing feature supported by Postfix and Dovecot, along with the guidance with usage in Sieve.

* docs:  Revise accounts section

Add some context regarding DMS accounts and their distinction/overlap from the email address functionality, and it's relevant context for receiving/sending.

File provisioner, minor revisions to referencing associated config files and account management.

* docs: Minor adjustments

* docs: Refactor the quota section

Better documented with links and coverage over the workaround details we've implemented.

* docs: Revise the quota section

Minor revisions with phrasing, admonitions for structure and better explanation of the feature functionality/purpose.

* docs: Alias section refactor

Extensively covers known issues and technical details that have been discussed often enough.

The improvements should benefit both users and maintainers.

* docs: Refactor master accounts page

This rewrite should more clearly document the feature, along with a better example and additional links for reference.

* docs: OAuth2 revision

Minor update to this page:
- Links extracted to bottom of page as per convention.
- ENV file example converted to preferred `compose.yaml` ENV settings.

* docs: Sieve minor revisions

- Correct link to subaddressing section
- Make the config file example snippets intended filename less ambiguous.
- Minor rephrasng.

* docs: Revise accounts overview section

Revised the account section and added additional clarity for common confusion with relation to sender address and multi-domain support.

Top of the page now clarifies it's a technical reference and directs users to the related pages for configuration / caveats.

Technical Overview links to Dovecot docs were missing.

* docs: Another revision pass

File based provisioner docs:
- Sections indent with info admonitions.
- Accounts section expanded with config format and example.
- Quotas section expanded and shifted to bottom (alphabetical sort).
- Split into `setup` CLI and config reference groups.

Overview page:
- Sections indent with info admonitions.
- Revised content.

* docs(chore): Shift sub-addressing section

This is related to accounts and aliases, but not provisioners, thus extract out of the accounts parent section.

* docs: Document `postfix-accounts.cf` third column

This lacked documentation but was community contributed feature to allow further customization of a Dovecot Account.

It has caveats as DMS does not take these into consideration anywhere in scripts. Documenting officially for better awareness.

* docs: Revise and expand supplementary pages

Better outline the OAuth2 login process, the two supported login mechanisms and their docs/rfcs, along with documenting caveat with mail client compatibility.

Add a verification tip for the OAuth2 support, showing how `curl` can be used, along with caveat presently affecting the `curl` in DMS v14.

Additionally note the feature still isn't documented fully, providing the user with additional references for more information.

`ACCOUNT_PROVISIONER` ENV docs minimized. No `OIDC` provisioner plans, the OAuth2 docs page now mentions SCIM 2.0 API as the next step towards resolving that concern. The tip admonition was removed as it no longer provides value, instead we link to the Account Management overview page.

Dovecot Master Accounts docs page now lightly document the `setup` CLI and config format for the feature.

* docs: Fix broken anchor links

Some anchor links to different parts of our docs have gone stale. This branch also broke a few itself that I missed.

The build now only reports issues with anchor links to Content Tabs, which it must not be aware of during the build (_MKDocs Material specific feature?_)

* docs(lint): Fix indentation level

* chore: Add entry to `CHANGELOG.md` + corrections
2024-07-22 10:00:53 +12:00

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title
Usage

This page explains how to get started with DMS. The guide uses Docker Compose as a reference. In our examples, a volume mounts the host location docker-data/dms/config/ to /tmp/docker-mailserver/ inside the container.

Preliminary Steps

Before you can get started with deploying your own mail server, there are some requirements to be met:

  1. You need to have a host that you can manage.
  2. You need to own a domain, and you need to be able to manage DNS for this domain.

Host Setup

There are a few requirements for a suitable host system:

  1. The host should have a static IP address; otherwise you will need to dynamically update DNS (undesirable due to DNS caching)
  2. The host should be able to send/receive on the necessary ports for mail
  3. You should be able to set a PTR record for your host; security-hardened mail servers might otherwise reject your mail server as the IP address of your host does not resolve correctly/at all to the DNS name of your server.

!!! note "About the Container Runtime"

On the host, you need to have a suitable container runtime (like _Docker_ or _Podman_) installed. We assume [_Docker Compose_][docker-compose] is [installed][docker-compose-installation]. We have aligned file names and configuration conventions with the latest [Docker Compose (currently V2) specification][docker-compose-specification].

If you're using podman, make sure to read the related [documentation][docs-podman].

Minimal DNS Setup

The DNS setup is a big and essential part of the whole setup. There is a lot of confusion for newcomers and people starting out when setting up DNS. This section provides an example configuration and supplementary explanation. We expect you to be at least a bit familiar with DNS, what it does and what the individual record types are.

Now let's say you just bought example.com and you want to be able to send and receive e-mails for the address test@example.com. On the most basic level, you will need to

  1. set an MX record for your domain example.com - in our example, the MX record contains mail.example.com
  2. set an A record that resolves the name of your mail server - in our example, the A record contains 11.22.33.44
  3. (in a best-case scenario) set a PTR record that resolves the IP of your mail server - in our example, the PTR contains mail.example.com

We will later dig into DKIM, DMARC & SPF, but for now, these are the records that suffice in getting you up and running. Here is a short explanation of what the records do:

  • The MX record tells everyone which (DNS) name is responsible for e-mails on your domain. Because you want to keep the option of running another service on the domain name itself, you run your mail server on mail.example.com. This does not imply your e-mails will look like test@mail.example.com, the DNS name of your mail server is decoupled of the domain it serves e-mails for. In theory, you mail server could even serve e-mails for test@some-other-domain.com, if the MX record for some-other-domain.com points to mail.example.com.
  • The A record tells everyone which IP address the DNS name mail.example.com resolves to.
  • The PTR record is the counterpart of the A record, telling everyone what name the IP address 11.22.33.44 resolves to.

!!! note "About The Mail Server's Fully Qualified Domain Name"

The mail server's fully qualified domain name (FQDN) in our example above is `mail.example.com`. Please note though that this is more of a convention, and not due to technical restrictions. One could also run the mail server

1. on `foo.example.com`: you would just need to change your `MX` record;
2. on `example.com` directly: you would need to change your `MX` record and probably [read our docs on bare domain setups][docs-faq-bare-domain], as these setups are called "bare domain" setups.

The FQDN is what is relevant for TLS certificates, it has no (inherent/technical) relation to the email addresses and accounts DMS manages. That is to say: even though DMS runs on `mail.example.com`, or `foo.example.com`, or `example.com`, there is nothing that prevents it from managing mail for `barbaz.org` - `barbaz.org` will just need to set its `MX` record to `mail.example.com` (or `foo.example.com` or `example.com`).

[docs-faq-bare-domain]: ./faq.md#can-i-use-a-nakedbare-domain-ie-no-hostname

If you setup everything, it should roughly look like this:

$ dig @1.1.1.1 +short MX example.com
mail.example.com
$ dig @1.1.1.1 +short A mail.example.com
11.22.33.44
$ dig @1.1.1.1 +short -x 11.22.33.44
mail.example.com

Deploying the Actual Image

Tagging Convention

To understand which tags you should use, read this section carefully. Our CI will automatically build, test and push new images to the following container registries:

  1. DockerHub (docker.io/mailserver/docker-mailserver)
  2. GitHub Container Registry (ghcr.io/docker-mailserver/docker-mailserver)

All workflows are using the tagging convention listed below. It is subsequently applied to all images.

Event Image Tags
push on master edge
push a tag (v1.2.3) 1.2.3, 1.2, 1, latest

Get All Files

Issue the following commands to acquire the necessary files:

DMS_GITHUB_URL="https://raw.githubusercontent.com/docker-mailserver/docker-mailserver/master"
wget "${DMS_GITHUB_URL}/compose.yaml"
wget "${DMS_GITHUB_URL}/mailserver.env"

Configuration Steps

  1. First edit compose.yaml to your liking
    • Substitute mail.example.com according to your FQDN.
    • If you want to use SELinux for the ./docker-data/dms/config/:/tmp/docker-mailserver/ mount, append -z or -Z.
  2. Then configure the environment specific to the mail server by editing mailserver.env, but keep in mind that:
    • only basic VAR=VAL is supported
    • do not quote your values
    • variable substitution is not supported, e.g. OVERRIDE_HOSTNAME=$HOSTNAME.$DOMAINNAME does not work

Get Up and Running

!!! danger "Using the Correct Commands For Stopping and Starting DMS"

**Use `docker compose up / down`, not `docker compose start / stop`**. Otherwise, the container is not properly destroyed and you may experience problems during startup because of inconsistent state.

Using `Ctrl+C` **is not supported either**!

For an overview of commands to manage DMS config, run: docker exec -it <CONTAINER NAME> setup help.

??? info "Usage of setup.sh when no DMS Container Is Running"

We encourage you to directly use `setup` inside the container (like shown above). If you still want to use `setup.sh`, here's some information about it.

If no DMS container is running, any `./setup.sh` command will check online for the `:latest` image tag (the current _stable_ release), performing a `docker pull ...` if necessary followed by running the command in a temporary container:

```console
$ ./setup.sh help
Image 'ghcr.io/docker-mailserver/docker-mailserver:latest' not found. Pulling ...
SETUP(1)

NAME
    setup - 'docker-mailserver' Administration & Configuration script
...

$ docker run --rm ghcr.io/docker-mailserver/docker-mailserver:latest setup help
SETUP(1)

NAME
    setup - 'docker-mailserver' Administration & Configuration script
...
```

On first start, you will need to add at least one email account (unless you're using LDAP). You have two minutes to do so, otherwise DMS will shutdown and restart. You can add accounts by running docker exec -ti <CONTAINER NAME> setup email add user@example.com. That's it! It really is that easy.

Further Miscellaneous Steps

Setting up TLS

You definitely want to setup TLS. Please refer to our documentation about TLS.

Aliases

You should add at least one alias, the postmaster alias. This is a common convention, but not strictly required.

docker exec -ti <CONTAINER NAME> setup alias add postmaster@example.com user@example.com

Advanced DNS Setup - DKIM, DMARC & SPF

You will very likely want to configure your DNS with these TXT records: SPF, DKIM, and DMARC. We also ship a dedicated page in our documentation about the setup of DKIM, DMARC & SPF.

Custom User Changes & Patches

If you'd like to change, patch or alter files or behavior of DMS, you can use a script. See this part of our documentation for a detailed explanation.

Testing

Here are some tools you can use to verify your configuration:

  1. MX Toolbox
  2. DMARC Analyzer
  3. mail-tester.com
  4. multiRBL.valli.org
  5. internet.nl