C I T A D E L

a messaging and collaboration platform for BBS bbnd groupware applications

• The Citadel home page: http://www.citadel.org
• UNCENSORED! BBS, the home of Citadel: http://uncensored.citadel.org

Table of Contents

1. License
2. Installation
1. Everything in its place...
2. Creating a system account for Citadel
3. Bypassing the login: prompt
4. Compiling the programs
5. Upgrading
6. The citadel.rc file
7. Using an external editor for message composition
8. Printing messages
9. URL viewing
10. Setup and login
11. Configuring your host system to start the service
12. Logging in for the first time
13. Welcoming new users
14. Space for adding your own client features (doors)
15. Troubleshooting and getting help
    
3. System Administration
1. Overview
2. Aide commands
3. Editing rooms
4. File directories
5. Creating and editing user accounts
6. Deleting and moving messages
7. Customizing the help files
8. Site configuration
   
4. Configuring Citadel for Internet e-mail
1. Introduction
2. Basic site configuration
3. Enabling the Internet mail protocols
4. Hosting an Internet mailing list
   
5. Using Citadel in conjunction with another MTA
5. Building or joining a Citadel network
1. Overview
2. Conventions and etiquette when connecting to the public Citadel network
3. Getting ready to join the network
4. Defining neighbor nodes
5. Sharing rooms
6. Sending mail
7. Changing the polling interval
6. Database maintenance
1. Introduction
2. Database repair
3. Importing/Exporting your Citadel database
   
7. Cryptography support (TLS/SSL)
1. Overview
2. Generating and installing a Trusted Certificate
8. LDAP directory support
1. Introduction
2. Preparing your LDAP server for Citadel connections
   
3. Configuring the LDAP Connector for Citadel
   
9. Included utilities
1. Overview
2. aidepost
3. whobbs
4. msgform
5. userlist
6. sendcommand

GNU General Public License

• a) You must cause the modified files to carry prominent notices stating that you changed the files and the date of any change.

• b) You must cause any work that you distribute or publish, that in whole or in part contains or is derived from the Program or any part thereof, to be licensed as a whole at no charge to all third parties under the terms of this License.

• c) If the modified program normally reads commands interactively when run, you must cause it, when started running for such interactive use in the most ordinary way, to print or display an announcement including an appropriate copyright notice and a notice that there is no warranty (or else, saying that you provide a warranty) and that users may redistribute the program under these conditions, and telling the user how to view a copy of this License. (Exception: if the Program itself is interactive but does not normally print such an announcement, your work based on the Program is not required to print an announcement.)

• a) Accompany it with the complete corresponding machine-readable source code, which must be distributed under the terms of Sections 1 and 2 above on a medium customarily used for software interchange; or,

• b) Accompany it with a written offer, valid for at least three years, to give any third party, for a charge no more than your cost of physically performing source distribution, a complete machine-readable copy of the corresponding source code, to be distributed under the terms of Sections 1 and 2 above on a medium customarily used for software interchange; or,

• c) Accompany it with the information you received as to the offer to distribute corresponding source code. (This alternative is allowed only for noncommercial distribution and only if you received the program in object code or executable form with such an offer, in accord with Subsection b above.)

Installation

Overview

Citadel is an advanced, multiuser, client/server messaging system suitable for BBS, e-mail, and groupware applications. It is designed to handle the needs of both small dialup systems and large-scale Internet-connected systems. It was originally developed on an Altos system running Xenix, and has been installed and tested on various Unix and Unix-like platforms. The current development environment (and public BBS) is an ordinary Linux system. The current distribution includes:

• The Citadel server (this is the back end that does all processing)
• A text-based client program designed with the traditional Citadel "look and feel" (room prompts, dot commands, and the like)
• Setup programs
• A set of utilities for system administration and maintenance
• Documentation

Some knowledge of the Unix system is necessary to install and manage the system. It is mandatory that the sysop have "root" access to the operating system. The following are required to install Citadel:

• A Unix operating system (Linux, BSD, Solaris, Tru64, HP/UX)
• C compiler (GCC with gmake is the recommended build environment)
• POSIX threads (already present on most systems)
• TCP/IP
• Berkeley DB v4.1 or newer
• libical v0.24 or newer (if you want the calendar service to work)
  
• Enough disk space to hold all of the programs and data

If you are running Citadel on a Linux system, it is STRONGLY recommended that you run it on a recent distribution (such as Red Hat 7.3 or newer). A new-ish distribution will have most or all of the prerequisite tools and libraries already integrated for you.

Now available:

• "WebCit", a gateway program to allow full access to Citadel via the World Wide Web. Interactive access through any Web browser.
• Access to Citadel via any standards-compliant e-mail program, thanks to Citadel's built-in SMTP, POP, and IMAP services. You can use Mozilla, Netscape, Evolution, Eudora, Pine, Outlook, etc. with Citadel.

Coming soon:

• Newer and better GUI-based clients.

Everything in its place...

Hopefully you've unpacked the distribution archive into its own directory. This is the directory in which all Citadel files are located and in which all activity will take place. Several subdirectories have already been created during the unpacking process, and others may be created by the software if needed. Make sure you have Berkeley DB installed on your system, and that you have all the development libraries and headers in place so that you can compile against them. If you don't, you can get the latest Berkeley DB at http://www.sleepycat.com. If your operating system uses a separate library to support POSIX threads (pthreads), make sure that library is installed as well. This is almost never the case with Linux, but some commercial Unix flavors might need it.

Creating a system account for Citadel

As with many Unix programs, Citadel wants to run under its own user ID. Unlike other programs, however, this user ID will do double-duty as a public login for your system if you are running a BBS. This account is typically called "bbs" or "citadel" or something to that effect. You will tell Citadel what the user-id of that account is, and when someone logs in under that account, Citadel will prompt for a user name.

The Citadel user should have a unique uid. The home directory should be the one your Citadel installation resides in (in this example we will use /usr/local/citadel) and the shell should be either "citadel" in that directory, or a script that will start up the citadel client. Example:

bbs::100:1:Citadel Login:/usr/local/citadel:/usr/local/citadel/citadel

When you run setup later, you will be required to tell it the username or user ID of the account you created is, so it knows what user to run as. If you create an account called bbs, guest, or citadel, the setup program will automatically pick up the user ID by default.

For all other users in /etc/passwd (or in some other name service such as NIS), Citadel will automatically set up an account using the full name (or 'gecos' in Unixspeak) of the user. It'll also ignore any password you supply, because it uses the user's password on the host system. This allows a 'single sign on' type of environment. Note that this does have to be enabled at compile time -- it's the configure option called --enable-autologin. Keep in mind that these users can use *either* their Citadel login name or their login name on the host computer, and their password on the host computer.

Bypassing the login: prompt

If you normally log in to your host system using some method other than telnet (such as ssh), you might want the telnet service to go straight into Citadel, instead of displaying the login: prompt first. You can do this by having telnetd start citadel directly instead of /bin/login. The setup program will offer to configure this automatically for you if it sees a configuration it understands. If you would prefer to configure it manually, all you need to do is make a simple change to your inetd or xinetd configuration. Here are some configuration examples.

An example for inetd (put the following line in /etc/inetd.conf, replacing any existing telnet configuration line already there):

telnet stream tcp nowait root /usr/sbin/tcpd in.telnetd -L /usr/local/citadel/citadel

An example for xinetd (if you have a file called /etc/xinetd.d/telnet then simply replace that file with this one):

service telnet
{
	flags           = REUSE
	socket_type     = stream
	wait            = no
	user            = root
	server          = /usr/sbin/in.telnetd
	server_args     = -L /usr/local/citadel/citadel
	log_on_failure  += USERID
	disable         = no
}

Please make sure you know what you're doing before you install this! If you are going to put Citadel somewhere other than /usr/local/citadel then change the directory name accordingly. If you know of any other local peculiarities which need to be observed, edit the above configuration accordingly as well. And, of course, if you're working remotely, make sure you can successfully log in using SSH before you start making changes to telnet, because if you accidentally break telnet and don't have SSH running, you'll have effectively locked yourself out of your system until you can get physical access to the console.

Compiling the programs

You can easily compile the Citadel system with the following commands:

./configure
make
make install

The 'configure' script will generate a Makefile from the Makefile.in, and it will also write the file "sysdep.h" to your Citadel directory. Please do not edit sysdep.h or Makefile.in yourself. The configure script will figure out your system dependencies and set everything correctly.

Mac OS X 10.1 and later are now supported. (Sorry, 10.0 cannot be supported, now or in the future.) You need to install the Developer Tools CD, which you can purchase or download for free from http://developer.apple.com. Then run configure like this:

env CC=/usr/bin/cc ./configure (options - see below)

By default, the Citadel system will install in /usr/local/citadel. If you wish to place it in a different directory, you can instead do:

./configure --prefix=/export/home/citadel      (or whatever)

If you've got Berkeley DB installed in a non-standard location, you can help the configure script find it by doing something like this:

./configure --with-db=/usr/local/BerkeleyDB-4.1

Keep in mind that if you're using Berkeley DB from a non-standard location, you'll have to make sure that location is available at runtime.

File permissions are always a bother to work with. You don't want Citadel to crash because someone couldn't access a file, but you also don't want shell users peeking into the binaries to do things like reading others' mail, finding private rooms, etc. The Citadel server needs to be started as root in order to bind to privileged ports, but as soon as its initialization is finished, it changes its user ID to your Citadel user in order to avoid security holes.

Upgrading

Any existing Citadel installation which is at version 5.50 or newer may be upgraded in place without the need to discard your existing data files.

Upgrading to a new version uses the same build procedure as compiling the program for a fresh install, except that you want to do make upgrade instead of make install. This will overwrite the programs but not your data. Be sure to shut down citserver during this process! If Citadel is running while you upgrade, you may face data corruption issues.

After doing make upgrade, you should run setup again to bring your data files up to date. Please see the setup section below for more information on this.

The citadel.rc file

The text-based client included with Citadel is suitable for BBS applications. Much of its command set and other behavior is configurable through a Run Control (RC) file. The standard client looks for this file in the following locations:

• $HOME/.citadelrc
• your-Citadel-directory/citadel.rc
• /etc/citadel.rc
• current-directory/citadel.rc

Using an external editor for message composition

Citadel has a built-in message editor. However, you can also use your favorite text editor to write messages. To do this you simply put a line in your citadel.rc file like this:

editor=/usr/bin/vi

The above example would make Citadel call the vi editor when using the .Enter Editor command. You can also make it the default editor for the Enter command by editing the citadel.rc file. But be warned: external editors on public systems can be a security hole, because they usually provide users with the ability to drop into a shell on the host system, or save files using names other than the name of the temporary file they are editing. If you intend to use an external editor on a public BBS, make sure you use one that has been hardened for such a purpose -- one which has had the 'shell' and 'save as' commands disabled, as well as any other functions which a destructive user could use to gain unauthorized access to your host system.

Printing messages

Citadel can send messages to a printer, or just about anywhere else in your system. The variable PRINTCMD in citadel.rc specifies what command you use to print. Text is sent to the standard input (stdin) of the print command.

So if you did this:

printcmd="nl|pr|lpr -Plocal"

...that would add line numbers, then paginate, then print on the printer named "local". There's tons of stuff you can do with this feature. For example, you could use a command like cat <<$HOME/archive to save copies of important messages in a textfile. Again, this is probably something you don't want to configure for a public BBS host -- most system administrators don't want remote users sending arbitrary things to local printers.

URL viewing

This is one more feature which is appropriate for local users. While reading a message that has Internet URL's in it, you can select the URL-view command, and it will perform some pre-defined action (usually, this is to open up the URL in a web browser). For example:

urlcmd=netscape -remote "openURL(%s)"

In the above example, it would open up the URL in an open Netscape window.

Setup and login

Before logging in for the first time, you must run the setup program. To begin this procedure, enter the following commands:

cd /usr/local/citadel
./setup

The setup program will guide you through a simple configuration procedure. It will ask you what directory to place your data files in -- the default is the current directory, which is usually the sensible thing to select. If you want to run more than one instance of Citadel on the same host, however, you can specify a different directory here -- just remember to specify the directory name again when you start up the server later on.

setup will then shut down the Citadel service if it is found to be running.

You will then be prompted for the name of the system administrator. This is not merely a cosmetic option -- when you log in to your system a little while from now, you'll log in with this name, and it will automatically assign your account the highest access level.

Next, you will be prompted for the User ID of the Citadel account on your host system. If you have an account called bbs, guest, or citadel, that account's UID will be the default. If you are upgrading or reconfiguring an existing system, the existing value will be preserved.

Then you will be prompted for a server port number. This is the TCP port which Citadel clients use to connect to your Citadel server. In almost all cases, you want to use the default -- port 504, which is the official port number assigned by the IANA for Citadel implementations.

The Citadel service will then be started, and you will see the following message:

Setup is finished.  You may now log in.

Setup is now complete, on most systems, anyway. Please see below to find out if you need to do anything else:

Configuring your host system to start the service

Please note: this topic involves modifications made to /etc/services and /etc/inittab in order to configure your host system to automatically start the Citadel service. setup will automatically perform these steps if it can, and if you allow it to -- just answer 'Yes' when prompted, and everything will be taken care of for you. If you answer 'No' -- or if your system is a little bit odd (for example, BSD systems don't have /etc/inittab) -- read this section and do what you need to in order to get things configured.

Before you can use Citadel, you must define the "citadel" service to your system. This is accomplished by adding a line to your /etc/services file that looks something like this:

citadel		504/tcp			# Citadel Server

504 is the port number officially designated by the IANA for use by Citadel. There should not be any need to use a different port number, unless you are running multiple Citadels on the same computer and therefore need a different port for each one.

The next step is to arrange for the server to start. The citserver program is the main Citadel server. Before we cover the recommended method of starting the server, let's examine its usage options:

citserver [-hHomeDir] [-xDebugLevel] [-tTraceFile] [-lLogFacility] [-d] [-f]

The options are as follows:

-hHomeDir - the directory your Citadel data files live in. This should, of course, be a directory that you've run the setup program against to set up some data files. If a directory is not specified, the directory name which was specified in the Makefile will be used.

-xDebugLevel - Set the verbosity of trace messages printed. When -x is used, it will suppress messages sent to syslog (see below). In other words, syslog will never see certain messages if -x is used. Normally you should configure logging through syslog, but -x may still be useful in some circumstances. The available debugging levels are:

• 0 - Emergency condition; Citadel will exit immediately
• 1 - Severe errors; Citadel may be unable to continue without attention
• 2 - Critical errors; Citadel will continue with degraded functionality
• 3 - Error conditions; Citadel will recover and continue normally
• 4 - Warning messages; Citadel will continue normally
• 5 - Normal operational messages
• 6 - Informational messages, progress reports, etc.
• 7 - Debugging messages; extremely verbose

-tTraceFile - Tell the server where to send its debug/trace output. Normally it is sent to stdout.

-lLogFacility - Tell the server to send its debug/trace output to the syslog service on the host system instead of to a trace file. LogFacility must be one of: kern, user, mail, daemon, auth, syslog, lpr, news, uucp, local0, local1, local2, local3, local4, local5, local6, local7. Please note that use of the -l option will cancel any use of the -t option; that is, if you specify a trace file and a syslog facility, log output will only go to the syslog facility.

-d - Run as a daemon; i.e. in the background. This switch would be necessary if you were starting the Citadel server, for example, from an rc.local script (which is not recommended, because this won't allow the server to automatically restart when it is shut down).

-f - Defragment all the databases upon startup.   This currently has no effect, as it is a vestige from the old data store.

The preferred method of starting the Citadel server is to place an entry in your /etc/inittab file. This will conveniently bring the server up when your system is up, and terminate it gracefully when your system is shutting down. The exact syntax for your system may vary, but here's an entry that could be used on a Linux system:

cit:2345:respawn:/usr/local/citadel/citserver -h/usr/local/citadel -t/dev/tty9 -x6

In this example, we've chosen debugging level 6, and have the trace stuff output to one of the virtual consoles. It's important to remember to turn off any getty that is set up on that virtual console, if you do this. After making this change, the command init q works on most systems to tell init to re-read the file. If in doubt, just reboot the computer.

Logging in for the first time

At this point, your system is ready to run. Run the citadel program from the shell and log in as a new user. NOTE: the first user account to be created will automatically be set to access level 6 (Aide). This overcomes some obvious logistical problems - normally, Aide access is given by another Aide, but since there aren't any on your system yet, this isn't possible.

Welcoming new users

Sometimes you might decide that you want a welcome message (or several different messages) automatically mailed to new users upon their first login. Now there is a way to do this. If you create a room called New User Greetings, and it is a private room (invitation-only probably makes the most sense), any messages you enter into that room will automatically be delivered to all new users upon registration.

You can put anything you want there: a welcome message, system policies, special information, etc. You can also put as many messages there as you want to (although it really doesn't make sense to clutter new users' mailboxes with lots of junk).

Don't worry about wasting disk space, either. Citadel has a single-instance message store, so all the new users are actually looking at the same copy of the message on disk.

Space for adding your own client features (doors)

Please take note! This function really represents the "old" way of doing things, and it doesn't fit in well with the client/server paradigm. Please consider it "deprecated" because it may be removed someday.

The "doorway" feature is just a generic way to add features to the system. It is called "Doorway" to make it resemble the doors on non-Unix boards, but as we all know, us Unix types don't have to write special code to access the modem. :-) Anyway, when a user hits the * (doorway) command, Citadel does...

USERNAME=(username); export USERNAME
./subsystem (user-number) (screen-width) (access level)

...so you can put whatever you want in there. I suggest putting in a menu program to allow the users to pick one of a number of programs, etc. Do be aware that door programs will only be available when the client and server programs are running on the same computer, and when the user is running the text-mode client. Because of these restrictions, Door programs are being utilized less and less every day.

Troubleshooting and getting help

That's just about all the information you need to install the system. But if you get stuck, you can visit UNCENSORED! BBS and report a problem or ask for help. But if you intend to report a problem getting the Citadel server to run, please double-check the following things first:

• Did you do ./configure && make && make install ??
• Did you run setup?
• Did you start the server?

To report a problem, you can log on to UNCENSORED! or any other BBS on the Citadel network which carries the Citadel> room. Please DO NOT e-mail the developers directly. Post a request for help on the BBS, with all of the following information:

• The exact nature of your difficulty
• A transcript of the error message(s) if possible
• The version of Citadel you are running
• The version of Berkeley DB present on your system
• Which operating system you are running, and what version
• If you are running a Linux system, we need to know which distribution, and the version of the kernel, libc, and pthreads you are using (it would help to post the output of a ldd ./citserver command).

System Administration

Overview

Citadel, when installed properly, will do most of its maintenance by itself. It is intended to be run unattended for extended periods of time, and most installations do just that without any software failures.

The system has seven access levels. Most users are at the bottom and have no special privileges. Aides are selected people who have special access within the Citadel program. Room Aides only have this access in a certain room. Preferred users can be selected by Aides for access to preferred only rooms. A sysop is anyone who has access to the various sysop utilities - these are in their own executable files, which should have their permissions set to allow only sysops to run them. You should either create a sysops group in /etc/group, or use some other existing group for this purpose.

Aides have access to EVERY room on the system, public and private (all types). They also have access to commands starting with .Aide in addition to being able to delete and move messages. The system room, Aide>, is accessible only by those users designated as Aides.

Aide commands

Aides have the following commands available to them that are not available to normal users. They are:

Editing rooms

This command allows any aide to change the parameters of a room. Go to the room you wish to edit and enter the .Aide Edit room command. A series of prompts will be displayed. The existing parameters will be displayed in brackets; simply press return if you want to leave any or all of them unchanged.

 
Room name [IG's Fun Room]:

...the name of the room.

Private room [Yes]? 

...enter Yes if you wish to restrict access to the room, or no if the room is to be accessible by all users. Note that Citadel doesn't bother users about access to rooms every time they need to access the room. Once a user gains access to a private room, it then behaves like a public room to them. The following four questions will only be asked if you selected Private...

Accessible by guessing room name [No]?

...if you enter Yes, the room will not show up in users' Known rooms listing, but if they .Goto the room (typing the room's full name), they will gain access to the room.

Accessible by entering a password [No]?
Room password [mypasswd]:  

...this adds an additional layer of security to the room, prompting users for a password before they can gain access to the room.

If you did not select guessname or passworded, then the only way users can access the room is if an Aide explicitly invites them to the room using the .Aide Room Invite user command.

Cause current users to forget room [No] ? No

Enter Yes if you wish to kick out anyone who currently has access to the room.

Preferred users only [No]? No

Enter Yes if you wish to restrict the room to only users who have level 5 (Preferred User) status (and Aides too, of course). You should make the room public if you intend to do this, otherwise the two restrictions will be COMBINED.

Read-only room [No]? No

If you set a room to Read-Only, then normal users will not be allowed to post messages in it. Messages may only be posted by Aides, and by utility programs such as the networker and the "aidepost" utility. This is useful in situations where a room is used exclusively for important announcements, or if you've set up a room to receive an Internet mailing list and posting wouldn't make sense. Other uses will, of course, become apparent as the need arises.

Now for a few other attributes...

Directory room [Yes]? Yes

...enter Yes if you wish to associate a directory with this room. This can be used as a small file repository for files relevant to the topic of the room. If you enter Yes, you will also be prompted with the following four questions:

Directory name [mydirname]: 

...the name of the subdirectory to put this room's files in. The name of the directory created will be <your Citadel directory>/files/<room dir name>.

Uploading allowed [Yes]? Yes

...enter Yes if users are allowed to upload to this room.

Downloading allowed [Yes]? Yes

...enter Yes if users are allowed to download from this room.

Visible directory [Yes]? Yes

...enter Yes if users can read the directory of this room.

Network shared room [No]? No

...you can share a room over a network without setting this flag, and vice versa, but what this flag does is twofold:

• It prevents people with no network access from entering messages here
• Messages are displayed with the name of their originating system in the header.

Permanent room [No]? No

Citadel contains an 'auto purger' which is capable of removing rooms which have not been posted in for a pre-defined period of time (by default this is set to two weeks). If you wish to keep this from happening to a particular room, you can set this option. (Keep in mind that Lobby>, Aide>, any private mailbox rooms, any network shared rooms, and any rooms with a file directory are automatically permanent.)

Anonymous messages [No]? No
Ask users whether to make messages anonymous [No]? No

...you can have rooms in which all messages are automatically anonymous, and you can have rooms in which users are prompted whether to make a message anonymous when they enter it. The real identity of the author of each message is still revealed to the Room Aide for this room, as well as any system-wide Aides.

Room aide [Joe Responsible]: 

...on larger systems, it helps to designate a person to be responsible for a room. Room Aides have access to a restricted set of Aide commands, ONLY when they are in the room in which they have this privilege. They can edit the room, delete the room, delete and move messages, and invite or kick out users (if it is a private room), but they cannot perform aide commands that are not room-related (such as changing users access levels).

Listing order [64]: 

This is just a simple way to try to control the order rooms are listed in when users call up a Known Rooms listing. Rooms with a lower listing order are displayed prior to rooms with a higher listing order. It has no other effect. For users who list rooms in floor order, the display will sort first by floor, then by listing order.

Message expire policy (? for list) [0]:

This provides you with the opportunity to select how long each message will remain in a room before automatically being deleted. Press ? for a list of options. You can choose to keep messages around forever (or until they are manually deleted), until they become a certain number of days old, or until a certain number of additional messages are posted in the room, at which time the oldest ones will scroll out.

When a new Citadel system is first installed, the default system-wide expire policy is set to 'manual' -- no automatic purging of messages takes place anywhere. For public message boards, you will probably want to set some sort of automatic expire policy, in order to prevent your message base from growing forever.

You will notice that you can also fall back to the default expire policy for the floor upon which the room resides. This is the default setting. You can change the floor's default with the ;Aide Edit floor command. The default setting for the floor default, in turn, is the system default setting, which can be changed using the .Aide System configuration General command.

Save changes (y/n)? Yes

...this gives you an opportunity to back out, if you feel you really messed things up while editing.

File directories

If you have created any directory rooms, you can attach file descriptions to the filenames through a special file called filedir. Each line contains the name of a file in the directory, followed by a space and then a description of the file, such as:

myfile.txt This is a description of my file.
phluff A phile phull of phluff!

...this would create file descriptions for the files myfile.txt and phluff which would be displayed along with the directory. It should also be noted that when users upload files to your system, they will be prompted for file descriptions, which will be added to the filedir file. If one does not exist, it will be created.

Creating and editing user accounts

Anyone with Aide level access may use the .Aide edit User command to create and/or edit user accounts. There are several parameters which can be set here.

To create a user:

Lobby> . Aide edit User 
User name: New User Name
No such user.
Do you want to create this user? Yes

At this point, the new user account has been created, and the command will continue as if you were editing an existing account. Therefore the remainder of this procedure is the same for creating and editing:

Lobby> . Aide edit User 
User name: person of significance
User #70 - Person of Significance  PW: 

,

Current access level: 4 (Network User)

The blank lines are the user's 'registration' information -- personal information such as full name, address, telephone number, etc. This information will comprise the user's vCard in both their user profile and in the Global Address Book.

Change password [No]: No

...answer Yes to set or change the password for this account.

Access level [4]: 

...this allows you to set or change the access level for this account. The access levels available are as follows:

• 0 - Deleted. (This immediately deletes the account.)
• 1 - New, unvalidated user
• 2 - Problem user (severely restricts account - use for probationary access)
• 3 - User with no network privileges. Same access as a normal user except cannot post messages in rooms shared on a network.
• 4 - Normal user
• 5 - Preferred user (access is granted to privileged rooms)
• 6 - Aide (administrative access to the whole system)

Permission to send/receive Internet mail [ No]? No

If your system is configured to only allow Internet mail privileges to certain users, this is where you can grant or revoke that privilege.

Ask user to register again [Yes]: Yes

If you answer Yes to this question, the user will be presented with a 'registration' screen or set of prompts, the next time they log in using a Citadel client. This will prompt them for their full name, address, telephone number, etc.

Times called [0]: 
Messages posted [0]: 

These statistics are available for informational purposes only, so there is normally no need to change them.

Set last call to now [No]: No
Purge time (in days, 0 for system default [0]: 

Citadel contains an auto-purger which is capable of automatically deleting accounts which have not been accessed in a predefined period of time. If you choose to perform this operation, you can 'touch' the account of a wayward user by setting their 'last call' time to 'now'. You can also adjust, on a per-user basis, the amount of time which must pass before their account is purged by the system. This time is set in days. You can also specify 0 days to indicate that you wish to use the system default setting.

Deleting and moving messages

Aides and Room Aides have the ability to delete and move messages. After each message, the normal prompt appears:

(8) <B>ack <A>gain <Q>uote <R>eply <N>ext <S>top m<Y> next <?>help ->

Entering Delete will delete the message. A (y/n) prompt will appear to confirm that you really want to delete the message. Entering Move will prompt for a room to which the message should be moved.

Customizing the help files

The subdirectory called help contains your system's help files. There's nothing hard-coded into the system that dictates what files should be there. Whenever a user types the command .Help followed by the name of a help file, it displays the contents of that help file.

The help files that come with the system, of course, are enough to guide a user through its operation. But you can add, change, or remove help files to suit whatever is appropriate for your system.

There are several strings that you can put in help files that will be automatically substituted with other strings. They are:

 
 ^nodename    = The node name of your system on a Citadel network
 ^humannode   = Human-readable node name (also your node name on C86Net)
 ^fqdn        = Your system's fully-qualified domain name
 ^username    = The name of the user reading the help file
 ^usernum     = The user number of the user reading the help file
 ^sysadm      = The name of the system administraor (i.e., you)
 ^variantname = The name of the software you're running
 ^bbsdir      = The directory on the host system in which you have
                installed the Citadel system.

So, for example, you could create a help file which looked like:

  "Lots of help, of course, is available right here on ^humannode.  Of
course, if you still have trouble, you could always bug ^sysadm about it!"

Site configuration

Once your Citadel server is up and running, the first thing you'll want to do is customize and tune it. This can be done from the text-based client with the .Aide System configuration General command, or from WebCit (if you have it installed) by clicking 'Advanced Options' followed by 'Edit site-wide configuration.' Either method will offer the same configuration options. This document shows the text mode client being used.

The first set of options deal with the identification of your system.

Lobby> . Aide System configuration General
Node name [uncnsrd]: 
Fully qualified domain name [uncensored.citadel.org]: 
Human readable node name [Uncensored]: 
Modem dialup number [US 914 999 9999]: 
Geographic location of this system [Mount Kisco, NY]: 
Name of system administrator [IGnatius T Foobar]: 
Paginator prompt []: 

'Node name' refers to the short, unqualified node name by which your system is known on a Citadel network. Generally it will be the same as the unqualified host name of your computer; this is, in fact, the default setting.

Then enter the fully-qualified domain name (FQDN) of your system. If you are not on the Internet, you can simply set it to the same as your unqualified host name. Otherwise you should set this value to the host name by which your system is most commonly known.

The field called 'Human-readable node name' (also known as the 'node title' or 'organization name' in other software) is used solely for display purposes. Set it to the actual name of your system as you want it to appear in banners, messages, etc.

If you have a modem or bank of modems answering data calls for your system, enter it in the field marked 'Modem dialup number.' Otherwise you may leave it blank.

'Geographic location of this system' is another display field. Enter a city and state, or city and country.

'Name of system administrator' is important! Any user who logs on with the name you enter here will automatically be granted Aide privileges. This is one of two ways for the system administrator to grant himself/herself Aide access to the system when initially setting it up. (The other is simply to have the first account created on a new installation.)

The next set of options are your system's security settings. Before delving into the actual options, we should review the various access levels available on the system. Citadel has seven access levels:

• 0 (Deleted). A user whose access level is set to 0 will automatically be deleted by the system.
• 1 (New User). Users at this level may only read messages. Entering messages is prohibited, except in the Mail> room, where a message to 'sysop' may be entered.
• 2 (Problem User). Also known as 'Twit.'
• 3 (Local User). May enter messages, except in rooms shared on a Citadel network.
• 4 (Network User). May enter messages in every accessible room.
• 5 (Preferred User). Use of this level is up to the whim of the system administrator.
• 6 (Aide). Access is granted to the administrative functions of the system. (This access level may also be granted to a user only for a specific room, please see 'Room Aide' for more information.)

Require registration for new users [No]: No
Disable self-service user account creation [No]: No
Initial access level for new users [4]:
Access level required to create rooms [4]: 
Automatically give room aide privs to a user who creates a private room [No]: No

Automatically move problem user messages to twit room [Yes]: Yes
Name of twit room [Trashcan]: 
Restrict Internet mail to only those with that privilege [No]: No
Allow Aides to Zap (forget) rooms [Yes]: Yes
Log all pages [No]: No

'Registration' refers to the process of a user entering various personal contact information (real name, address, telephone number, etc.) into the system. When enabled, this information is stored as a vCard object on the system in two places: the user's My Citadel Config> room, and in the Global Address Book> room. (Note: the latter should be made private on publicly-accessible systems, for obvious reasons.)

If you answer Yes to 'Require registration for new users' then each new user, upon creating a new account, will immediately be entered into the registration process. On the other hand, if you answer Yes to 'Disable self-service user account creation' then new users will not be able to log in at all -- all accounts must be created by an Aide.

'Initial access level for new users' should be set to 1 (New User) if you would like to review each new user's registration info before granting them higher access. This would be done periodically with the .Aide Validate new users command. If you do not require registration, you should set the initial access level to 4 (Network User).

Given the above options, it then becomes clear that there are generally two ways you can set up your Citadel system, depending on its purpose:

• A public access BBS or message board - since you do not know who might want to log in, self-service account creation needs to stay enabled. If you want to be strict about users identifying themselves, then you should also require users to register (just remember to post a privacy policy if you're going to collect personal information) -- then set the initial access level to 1 (New User), so new users cannot post messages until after you've validated them. For a more lax environment, you can remove the registration requirement and grant new accounts level 4 (Normal User) access on the first visit.
• A private email/groupware system for your organization - in this case, disable self-service account creation; you don't want strangers welcoming themselves to your system. You'll probably also want to disable registration, because you or some other site administrator will be entering users' contact info when you create their accounts. Since this is also how you assign their Internet e-mail addresses, it's probably a good idea to do it yourself instead of expecting them to do it.

'Access level required to create rooms' is up to you. You might wish to restrict the creation of new rooms only to Aides, or you might wish to allow anyone to create a room. The latter is one of the Citadel culture's most long-standing traditions; the former may be appropriate if users are abusing this privilege.

You have the ability to 'Automatically give room aide privs to a user who creates a private room.' If you answer Yes, then any user who creates a guess-name, passworded, or invitation-only room will automatically become the room aide, and will have access to a subset of the .Aide command set while in that room. If you would rather grant this permission manually, answer No.

Another tradition in the Citadel culture is to refrain from deleting problem users, but instead to 'twit' them (reduce their access level to 2 [Problem User]). You can then 'Automatically move problem user messages to twit room' (answer Yes, then specify 'Name of twit room' and remember to create that room). If you employ this logic, any user with level 2 (Problem User) access will continue to have access to the same set of rooms, but all messages posted will automatically be routed to the Trashcan (or whatever you call your twit room).

If you have Internet mail configured, you have the option of restricting its use on a user-by-user basis. If you wish to do this, answer Yes to 'Restrict Internet mail to only those with that privilege.' Obviously this makes no sense for an internal e-mail system, but for a public BBS it might be appropriate.

Normally, Aides have access to every room, public or private. They are also forbidden from Zapping rooms, because the review of content is considered one of their roles. If you wish to change these policies, the next two options allow you to. You may 'Allow Aides to Zap (forget) rooms', in which case they may use the Zap command just like any other user. Aides may also .Goto any private mailbox belonging to any user, using a special room name format.

If your local security and/or privacy policy dictates that you keep a log of all pages (instant messages) that go through the system, then answer Yes to 'Log all pages'. If you answer Yes, you will be prompted for the name of a room to which all pages will be logged. If you answer No, then only the sender and recipient of each individual message will receive a copy.

The next set of options deals with the tuning of your system. It is usually safe to leave these untouched.

Server connection idle timeout (in seconds) [900]: 
Maximum concurrent sessions [20]: 
Maximum message length [10000000]: 
Minimum number of worker threads [5]: 
Maximum number of worker threads [256]: 

The 'Server connection idle timeout' is for the connection between client and server software. It is not an idle timer for the user interface. 900 seconds (15 minutes) is the default and a sane setting.

'Maximum concurrent sessions' is the highest number of user sessions you wish to allow on your system at any given time. Citadel can scale to hundreds of concurrent users, but if you have limited hardware or (more likely) limited bandwidth, you might wish to set a maximum. You can also set it to zero for no limit.

'Maximum message length' is just that. This could be a good way to prevent enormous multimedia files from finding their way into your message base. This maximum is enforced in all protocols and is also advertised by the ESMTP service.

The minimum and maximum number of worker threads can be tuned to your liking. Citadel will attempt to keep one worker thread running per session, within these constraints. You should be aware that due to the use of the worker thread model, Citadel can handle a large number of concurrent sessions with a much smaller thread pool. If you don't know the programming theory behind multithreaded servers, you should leave these parameters alone.

The next set of options affect how Citadel behaves on a network.

Server IP address (0.0.0.0 for 'any') [0.0.0.0]:
POP3 server port (-1 to disable) [110]:
POP3S server port (-1 to disable) [995]:
IMAP server port (-1 to disable) [143]:
IMAPS server port (-1 to disable) [993]:
SMTP MTA server port (-1 to disable) [25]:
SMTP MSA server port (-1 to disable) [587]:
SMTPS server port (-1 to disable) [465]:
Correct forged From: lines during authenticated SMTP [Yes]:

"Server IP address" refers to the IP address on your server to which Citadel's protocol services should be bound.  Normally you will leave this set to 0.0.0.0, which will cause Citadel to listen on all of your server's interfaces.  However, if you are running multiple Citadels on a server with multiple IP addresses, this is where you would specify which one to bind this instance of Citadel to.

Then you can specify TCP port numbers for the SMTP, POP3, and IMAP services. For a system being used primarily for Internet e-mail, these are essential, so you'll want to specify the standard port numbers: 25, 110, and 143. If Citadel is running alongside some other mail system, though, then you might want to choose other, unused port numbers, or enter -1 for any protocol to disable it entirely.

You'll also notice that you can specify two port numbers for SMTP: one for MTA (Mail Transport Agent) and one for MSA (Mail Submission Agent). The traditional ports to use for these purposes are 25 and 587. If you are running an external MTA, such as Postfix (which submits mail to Citadel using LMTP) or Sendmail (which submits mail to Citadel using the 'citmail' delivery agent), that external MTA will be running on port 25, and you should specify "-1" for the Citadel MTA port to disable it. The MSA port (again, usually 587) would be the port used by end-user mail client programs such as Aethera, Thunderbird, Eudora, or Outlook, to submit mail into the system. All connections to the MSA port must use Authenticated SMTP.

The protocols ending in "S" (POP3S, IMAPS, and SMTPS) are SSL-encrypted.  Although all of these protocols support the STARTTLS command, older client software sometimes requires connecting to "always encrypted" server ports.  Usually when you are looking at a client program that gives you a choice of "SSL or TLS," the SSL option will connect to one of these dedicated ports, while the TLS option will connect to the unencrypted port and then issue a STARTTLS command to begin encryption.  (It is worth noting that this is not the proper use of the acronyms SSL and TLS, but that's how they're usually used in many client programs.)

All of the default port numbers, including the encrypted ones, are the standard ones.

The question about correcting forged From: lines affects how Citadel behaves with authenticated SMTP clients. Citadel does not ever allow third-party SMTP relaying from unauthenticated clients -- any incoming messages must be addressed to a user on the system or somewhere in a Citadel network. To use Citadel with SMTP client software such as Netscape, Outlook, Eudora, or whatever, users must log in with a username and password. In order to prevent message forgeries, Citadel discards the From: line in any message entered by an authenticated user, and replaces it with a From: line containing the user's genuine name and e-mail address. Technically, this violates RFC822, because headers are never supposed to be altered, but common sense dictates that this is a good idea. Nevertheless, if you want to suppress this behavior, answer 'No' at the prompt (the default is 'Yes') and the headers will never be altered.

Connect this Citadel to an LDAP directory [No]: No

The LDAP configuration options are discussed elsewhere in this document.

The final set of options configures system-wide defaults for the auto-purger:

Default user purge time (days) [120]: 
Default room purge time (days) [30]: 
System default message expire policy (? for list) [0]: 
Keep how many messages online? [150]:
Mailbox default message expire policy (? for list) [0]:
How often to run network jobs (in seconds) [1800]:
Enable full text search index (warning: resource intensive) [Yes]: Yes
Hour to run purges (0-23) [4]:

Any user who does not log in for the period specified in 'Default user purge time' will be deleted the next time a purge is run. This setting may be modified on a per-user basis.

'Default room purge time' behaves the same way, and may also be modified on a per-room basis.

'System default message expire policy' defines the way in which old messages are expired (purged) off the system. You can specify any of:

• Purge by age (specify in days)
• Purge by message count in the room (specify number of messages)
• Do not purge at all

Again, this setting may be overridden on a per-floor basis, and the floor setting may be overridden on a per-room basis. You'll also notice that you can set a different default for mailbox rooms if you want to. This can allow you, for example, to set a policy under which old messages scroll out of public rooms, but private mail stays online indefinitely until deleted by the mailbox owners.

"How often to run network jobs" refers to the sharing of content on a Citadel network. If your system is on a Citadel network, this configuration item dictates how often the Citadel server will contact other Citadel servers to send and receive messages. In reality, this will happen more frequently than you specify, because other Citadel servers will be contacting yours at regular intervals as well.

"Hour to run purges" determines when expired and/or deleted objects are purged from the database.  These purge operations are typically run overnight and automatically, sometime during whatever hour you specify.  If your site is much busier at night than during the day, you may choose to have the auto-purger run during the day.

"Enable full text search index," if enabled, instructs the server to build and maintain a searchable index of all messages on the system.  This is a time and resource intensive process -- it could take days to build the index if you enable it on a large database.  Once enabled, however, it will be updated incrementally and will not have any noticeable impact on the interactive response time of your system.  The full text index is currently only searchable when using IMAP clients; other search facilities will be made available in the near future.

Save this configuration? No

When you're done, enter 'Yes' to confirm the changes, or 'No' to discard the changes.

Introduction

• Built-in SMTP and ESMTP service, for delivering and receiving e-mail on the Internet
• Built-in POP3 service, for remote fetching of messages
• Built-in IMAP service, for access to mail using any standard mail client program
• Web mail (implemented using the "WebCit" middleware, which is installed separately)
• Support for mailing lists, in both "individual message" and "digest" formats
• Multiple/virtual domain support
• Any user may have multiple Internet e-mail addresses, in multiple domains
• Global address book (Users with addresses in a domain may be spread out across many servers on a Citadel network)
• Easy-to-configure integration with SpamAssassin can block spam before it enters the mail system
• Easy-to-configure integration with most Realtime Blackhole Lists (RBL) provide further defense against spammers

Basic site configuration

Basic configuration of your Citadel system for Internet e-mail begins with the .Aide System configuration Internet command:

Lobby> .Aide System configuration Internet

###                    Host or domain                     Record type
--- -------------------------------------------------- --------------------
  1
<A>dd <D>elete <S>ave <Q>uit  ->

This is a "clean" setup. For a simple, standalone e-mail system you simply have to enter the Add command:

<A>dd <D>elete <S>ave <Q>uit  -> Add

Enter host name: schmeep.splorph.com
 (1) localhost       (Alias for this computer)
 (2) gateway domain  (Domain for all Citadel systems)
 (3) smart-host      (Forward all outbound mail to this host)
 (4) directory       (Consult the Global Address Book)
 (5) SpamAssassin    (Address of SpamAssassin server)
 (6) RBL             (domain suffix of spam hunting RBL)

Which one [1]:

localhost: Basically what you're doing here is telling Citadel what any aliases for your machine are. If your machine were schmeep.splorph.com and you also had a DNS entry set up for blah.com, you might want to enter '1' and enter blah.com as your alias, so that e-mail sent to that address won't bounce.

Important tip: if your system is known by one name and only one domain, you might not even need to do this at all. You will recall that you entered your system's fully qualified domain name earlier when you went through the .Aide System configuration General command. The domain name you entered there is automatically considered by Citadel to be a 'localhost' entry in your Internet mail configuration. It does not hurt to enter it in both locations, though.

gateway domain: this is a simple way of mapping various Citadel hosts in an Internet domain. For example, if you enter bar.com as a gateway domain, then mail to users at foo.bar.com will be forwarded to the host called foo on a Citadel network, mail to users at kunst.bar.com will be delivered to the Citadel server called kunst, etc. This feature has limited usefulness; if you are operating a network of Citadel servers, it is more likely that you will use the 'directory' feature, explained below.

smart-host: Normally, Citadel sends outbound Internet e-mail directly to its destination. This may not be appropriate for some sites; you may require (due to local convention, security policy, or whatever) that all outbound mail be sent to an SMTP relay or forwarder. To configure this functionality, simply enter the domain name or IP address of your relay as a 'smart-host' entry.

directory: a domain for which you are participating in directory services across any number of Citadel nodes. For example, if users who have addresses in the domain citadel.org are spread out across multiple Citadel servers on your network, then enter citadel.org as a 'directory' entry. For this to work, all Citadel servers participating in directory service must carry and share the Global Address Book> room.

spamassassin: if you are running a SpamAssassin service anywhere on your local network, enter its name or IP address as a 'spamassassin' entry. This may be (and, in fact, will usually be) 127.0.0.1 to specify that the service is running on the same host computer as the Citadel server.

Please install SpamAssassin as per its own documentation. You will want to run SpamAssassin in client/server mode, where a spamd daemon is always running on your computer. Citadel does not utilize the spamc client; instead, it implements SpamAssassin's protocol on its own.

Connecting to a SpamAssassin service across a wide area network is strongly discouraged. In order to determine whether an incoming e-mail is spam, Citadel must feed the entire message to the SpamAssassin service. Doing this over a wide area network would consume time and bandwidth, which would affect performance.

Citadel invokes the SpamAssassin service when incoming messages are arriving via SMTP. Before a message is accepted, it is submitted to SpamAssassin. If SpamAssassin determines that the message is spam, the Citadel SMTP service rejects the message, causing a delivery failure on the sending host. This is superior to software which files away spam in a separate folder, because delivery failures will cause some spammers to assume the address is invalid and remove it from their mailing lists.

RBL: Realtime Blackhole Lists (RBL's) provide defense against spammers based on their source IP address. There are many such lists available on the Internet, some of which may be utilized free of charge. Since they are DNS based, the lists do not require storage on your server -- they are queried during the SMTP conversation.

Citadel can utilize any RBL that uses the z.y.x.w.nameoflist.org syntax, where w.x.y.z is the source IP address which is attempting to deliver mail to your server. For example, SpamCop would use the query 2.0.0.127.bl.spamcop.net to determine whether the host at 127.0.0.2 is a known spammer or open relay. In this case, you simply select option '6' to add an RBL entry, and provide it with the domain suffix of bl.spamcop.net (the IP address and extra dot will be automatically prepended for each query).

Now select Save and you are just about ready for Internet e-mail.

Enabling the Internet mail protocols

As previously mentioned, Citadel contains its own SMTP, POP3, and IMAP services. Enabling them is simple.

Check for the existance of a current MTA (sendmail, qmail, etc.) by connecting to port 25 on your host. If you see something similar to the following you're running an MTA already and you'll need to shut it down:

smw @ pixel % telnet localhost 25
Trying 127.0.0.1...
Connected to localhost.
Escape character is '^]'.
220 pixel.citadel.org ESMTP Sendmail 8.9.3/8.9.3; Wed, 15 Mar 2000 19:00:53 -0500

In the above example, we see that the host already has Sendmail listening on port 25. Before Citadel can use port 25, Sendmail must be shut off. Please consult the documentation for your operating system for instructions on how to do this. (On a Red Hat Linux system, for example, you can run the ntsysv utility, un-checking sendmail to disable it at the next reboot; then, run service sendmail stop to shut off the currently running service.)

If you get a 'connection refused' message when you telnet to port 25 there's nothing running and you should be able to continue. You might also want to turn off POP (try the above test substituting 110 for 25) and IMAP (port 143) and use Citadel's POP and IMAP services.

Citadel will look for an existing pop/smtp server on startup. If they don't exist (and you've configured them properly) then Citadel should enable them at startup. You can check your logs to be sure, or you can start the server from a shell and watch it load. It might look something like this:

smw @ pixel % ./citserver

Multithreaded message server for Citadel
Copyright (C) 1987-2003 by the Citadel development team.
Citadel is open source, covered by the GNU General Public License, and
you are welcome to change it and/or distribute copies of it under certain
conditions.  There is absolutely no warranty for this software.  Please
read the 'COPYING.txt' file for details.

Loading citadel.config
Opening databases
This is GDBM version 1.8.0, as of May 19, 1999.
Checking floor reference counts
Creating base rooms (if necessary)
Registered a new service (TCP port 504)
Registered a new service (TCP port 0)
Initializing loadable modules
Registered server command CHAT (Begin real-time chat)
Registered server command PEXP (Poll for instant messages)
Registered server command GEXP (Get instant messages)
Registered server command SEXP (Send an instant message)
Registered server command DEXP (Disable instant messages)
Registered a new session function (type 0)
Registered a new x-msg function (priority 0)
Loaded module: $Id$
Registered a new session function (type 1)
Registered a new message function (type 201)
Registered a new message function (type 202)
Registered server command REGI (Enter registration info)
Registered server command GREG (Get registration info)
Registered a new user function (type 100)
Loaded module: $Id$
Server-hosted upgrade level is 5.62
Loaded module: $Id$
Registered server command EXPI (Expire old system objects)
Registered server command FSCK (Check message ref counts)
Loaded module: $Id$
citserver: Can't bind: Address already in use
ERROR: could not bind to TCP port 25.
Registered a new service (TCP port 0)
Registered a new session function (type 50)
Loaded module: $Id$
citserver: Can't bind: Address already in use
ERROR: could not bind to TCP port 110.
Registered a new session function (type 0)
Loaded module: $Id$
Registered a new message function (type 202)Loaded module: $Id$
Registered server command RWHO (Display who is online)
Registered server command HCHG (Masquerade hostname)
Registered server command RCHG (Masquerade roomname)
Registered server command UCHG (Masquerade username)
Registered server command STEL (Enter/exit stealth mode)
Loaded module: $Id$
Changing uid to 513
Starting housekeeper thread

The lines emphasized in boldface in the above log output tell you that Citadel "can't bind" to various ports. The error 'address already in use' generally means that something else is already running on the requested port. Make SURE you've followed the above steps to remove sendmail/pop and start your Citadel server again.

Using Citadel in conjunction with another MTA

Occationally it is not practical to remove a non-Citadel MTA on your host system. For example, you might have multiple groups of users, some of which are using Citadel and some of which are using a legacy Unix mail spool. This type of configuration is discouraged, but two tools are provided to allow it.

The tool is called citmail and it is, quite simply, a local MDA (Mail Delivery Agent) which you can configure into your MTA for final delivery of incoming messages to Citadel users. A full discussion of the finer points of complex Sendmail configurations is beyond the scope of this document; however, you might want to visit Pixel BBS where some useful HOWTO documents are provided.

The other tool is an RFC2033 compliant LMTP service running on a local socket.  If you're running a mailer that speaks LMTP (such as Postfix), you can simply point your mailer at the socket called citadel.socket in your Citadel directory.  For example, in Postfix you might put the following line into main.cf in order to tell it to use Citadel to deliver mail to local recipients:

local_transport = lmtp:unix:/usr/local/citadel/lmtp.socket

Postfix also has something called a "fallback transport" which can be used to implement Citadel as a "secondary" mail system on your server, while keeping the existing Unix mailboxes intact.  However, it is beyond the scope of this document to detail the finer points of the configuration of Postfix or any other mailer, so refer to the documentation to those programs and keep in mind that Citadel has LMTP support.

There are actually two LMTP sockets. One is called lmtp.socket and the other is called lmtp-unfiltered.socket (both are found in your Citadel directory). The difference should be obvious: messages submitted via lmtp.socket are subject to any spam filtering you may have configured (such as SpamAssassin), while messages submitted via lmtp-unfiltered.socket will bypass the filters. You would use the filtered socket when receiving mail from an external MTA such as Postfix, but you might want to use the unfiltered socket with utilities such as fetchmail.

For outbound mail, you can either allow Citadel to perform deliveries directly (this won't affect your other mail system because outbound mail doesn't tie up port 25) or enter 127.0.0.1 as your smart-host, which will tell Citadel to forward all of its outbound mail to your other mail system.

Hosting an Internet mailing list

Citadel has built in mailing list service (known in the 'net vernacular as "listserv") functionality.  You can turn any room into a mailing list.  Users can then choose how they participate -- by logging on to your Citadel server directly, or by having the room's contents mailed to them somewhere else.  Configuring this is easy.

Citadel supports two modes of mailing list delivery:

• "List mode" -- each individual message is delivered as a single e-mail to each list mode recipient.  The "From:" header will display the address of the message's original author.
• "Digest mode" -- groups of one or more messages are delivered to digest mode recipients.  The number of messages in the group depends on how many new messages arrived since the last batch was delivered.  The "From:" header will display the address of the room itself, which allows replies to be posted back to the room.

As alluded to above, every room on your Citadel system has an Internet e-mail address of its own.  Messages sent to that address will be posted in the room (and sent back out to mailing list recipients, as well as to any other Citadels you share the room with).  The address format is room_ plus the name of the room, with any spaces replaced by underscores, followed by @ and your hostname. For example, if your system is known as phlargmalb.orc.org on the Internet, and you have a room called Bubblegum Collectors, you can post to that room from anywhere on the Internet simply by sending an e-mail to room_bubblegum_collectors@phlargmalb.orc.org. When the message arrives, it's automatically posted in that room.

To manually edit the list of "list mode" recipients, simply enter the .Aide mailing List management command. Your text editor will open up and you will be able to create or edit a list of recipients, one per line. Lines beginning with a hash (#) are comments.

To manually edit the list of "digest mode" recipients, enter the .Aide mailing list Digest recipients command. As with the previous command, the text editor will open up and you can edit the list of digest mode recipients, one per line.

Citadel also has a facility which allows users to subscribe or unsubscribe to mailing lists using a web browser. In order to do this, WebCit must also be running on your server in addition to Citadel. WebCit is obtained and installed separately from the rest of the Citadel system.

In order to prevent "just anyone" from subscribing to any room on your system, there is a setting in the .Aide Edit room command:

CitaNews} . Aide Edit this room

Room name [CitaNews]:



(lots of other stuff omitted for brevity...)



Self-service list subscribe/unsubscribe [No]: Yes

When you answer "Yes" to self-service list subscribe/unsubscribe, you are enabling that feature. Now, all you have to do is tell the world about the web page they need to visit. It looks like this:

In this example, the server is called foobar.baz.org and WebCit is running on port 2000. Edit appropriately.

Citadel offers a subscribe/unsubscribe facility that is more intuitive than other listservs. With most systems, sending commands to the listserv requires that you e-mail it commands in a special format. It's easy to get it wrong. Citadel simply uses your web browser. You select the list you want to subscribe or unsubscribe (hint: it's the list of rooms you've enabled self-service for), select whether you want list mode or digest mode, and enter your e-mail address. For security purposes, a confirmation message is sent to the address you enter. But you don't have to reply to the message in a weird format, either: the confirmation contains another URL which you simply click on (or paste into your browser if you can't click on URL's in your e-mail software) and the confirmation is automatically completed.

Overview

If you are running Citadel as a BBS or other forum type of application, one way to 'keep the conversation going' is to share rooms with other Citadel systems. In a shared room, a message posted to the room is automatically propagated to every system on the network. It's kind of like a UseNet newsgroup, but without the spam.

If you are using Citadel as the e-mail and groupware platform for a large organization, you can use its networking features to build a large network of Citadel servers which share content (think of rooms as public folders), redistribute e-mail throughout the organization, and integrate the global address book.  It might make sense, for example, in a large corporation to give each department or location its own Citadel server.  Thanks to Citadel's global address book features, you could still have all of the users share a single e-mail domain.

Obviously, the first thing you have to do is find another Citadel to share rooms with, and make arrangements with them. The following Citadels are a good place to start:

• UNCENSORED! - uncensored.citadel.org
• The Dog Pound II - dogpound2.citadel.org
• PixelBBS - pixel.citadel.org

You don't have to be a part of the citadel.org domain to participate in the public Citadel network, but the DNS service is provided free of charge by the Citadel community if you wish to do this.

Conventions and etiquette when connecting to the public Citadel network

Before we get into the technical nitty gritty, there are two points of etiquette to keep in mind. The first thing to keep in mind is that the operator of any particular Citadel may not be willing to share some of his/her rooms. Some sites are proud to offer exclusive content in certain areas. Chances are, if a room is already being shared on the network, it's available for anyone to share; if not, it can't hurt to ask -- but take care not to demand it of them. Ask if you may share the room instead of telling them that you wish to share the room. When looking at a Known rooms list, network rooms are the ones ending in parentheses instead of angle brackets. For example, Gateway) would be a network room, Lobby> would not.

The other point of etiquette to remember is that you should be making the arrangements in advance, and then set it up. It is extremely rude to simply begin networking with another Citadel, or unilaterally start sharing a new room, without first obtaining permission from its operator. Always ask first. Most Citadel operators are more than happy to network with you. Also, if later on you decide to take your system down, please take the time to notify the operators of any other Citadels you network with, so they can unconfigure their end.

Getting ready to join the network

Ok, first things first. On a Citadel room sharing network, the first thing you need to know is your own system's node name. Presumably you set this up during installation, but if you want to change it you can do so using the .Aide Sysconfig General command:

Lobby> . Aide System configuration General
Node name [uncnsrd]:
Fully qualified domain name [uncensored.citadel.org]:
Human readable node name [Uncensored]:

The "node name" is important, it's how the network identifies messages coming from your system. The "human readable node name" is simply a label; it shows up in messages coming from your system. "Fully qualified domain name" is your DNS name; it's used for routing messages on the Internet. In the above example, the node name is "uncnsrd".

Defining neighbor nodes

The next thing you need to do is configure your neighbor node(s). You need to do this for each node you network with. Let's say you wanted to talk to a Citadel system called "frobozz". Use the .Aide Sysconfig Network command:

Lobby> . Aide System configuration Network
###    Node            Secret                   Host or IP             Port#
--- ---------------- ---------------- -------------------------------- -----
<A>dd <D>elete <S>ave <Q>uit  -> Add

Enter node name    : frobozz
Enter shared secret: frotz
Enter host or IP   : frobozz.magick.org
Enter port number  :  [504]: 504

###    Node            Secret                   Host or IP             Port#
--- ---------------- ---------------- -------------------------------- -----
  1 frobozz          frotz            frobozz.magick.org               504
<A>dd <D>elete <S>ave <Q>uit  -> Save

Lobby>

As you can see in the above example, you have to enter the Citadel node name, the DNS name or IP address of the server, and the port number the Citadel service is running on. The "shared secret" is a password to allow the two Citadel nodes to connect to each other to exchange network data. The password must be identical on both ends of the connection -- when the operator of the other Citadel node sets up the connection with your system, he/she must use the same password.

Sharing rooms

Now you're ready to share rooms. You have to do this for each room you want to share, and you have to do it from BOTH ENDS -- again, when you share a room with another Citadel, they must share it with you as well. Let's say you have a room called "Quiche Recipes>" and you want to share it with the node you set up above. First, edit the room and flag it as a network room:

Quiche Recipes> . Aide Edit this room
Room name [Quiche Recipes]:
Private room  [No]: No
Preferred users only  [No]: No
Read-only room  [No]: No
Directory room  [No]: No
Permanent room  [No]: No
Network shared room  [No]: Yes
Automatically make all messages anonymous  [No]: No
Ask users whether to make messages anonymous  [No]: No
Listing order [64]:
Room aide (or 'none') [none]:
Message expire policy (? for list) [0]:
Save changes (y/n)? Yes
Ok

Quiche Recipes)

Notice how the prompt changed? It was > before, but it's ) now. That means it's a network room. Now you can tell Citadel that you want to share the room with frobozz. Enter this command:

Quiche Recipes) . Aide Network room sharing

Your text editor will pop up (you did configure Citadel to use your favorite text editor, right?) with a screen that looks like this:

# Configuration for room: Quiche Recipes
# Nodes with which we share this room
# Specify one per line.

All you have to do is enter the name of the other Citadel node (i.e. "frobozz" in our example) on a line by itself. As usual, lines starting with a "#" are comments. Just go to the end of the file, type "frobozz" (without the quotes), save the file... and you're done!

At this point, you just sit back and enjoy. Your Citadel and the other one will begin polling each other at regular intervals (once per hour by default) and sharing messages.

Sending mail

You can send mail to any user on any node of your Citadel network. It may take a little while for your system to learn the entire node list, though, as this is done by watching incoming messages on the network and learning which nodes are out there.

To send a private message, just enter user @ host as the recipient:

Mail> Enter message                                                            
Enter recipient: Some other user @ frobozz
 Feb 11 2003 11:36pm from I. M. Me to Some other user @ frobozz
type message here...

Entry command (? for options)  ->

Changing the polling interval

As previously mentioned, Citadel will poll other Citadel nodes for messages once per hour. If this is not an acceptable interval, you can change it using the .Aide System configuration General command. Enter this command and look for the option:

How often to run network jobs (in seconds) [3600]:

Change it to whatever you like. For example, 15 minutes is 900 seconds. So if you changed the default value to 900, network polling would occur every 15 minutes.

Database maintenance

Introduction

Database repair

1. Edit /etc/inittab and switch the Citadel service from "respawn" to "off."  Type init q to make this setting permanent.
2. Make a backup of your data.  Either write it out to tape or copy it to another directory, or a tarball.
   
3. cd to your Citadel directory and type ./database_cleanup.sh
4. Let the cleanup script run.  Do not interrupt this process for any reason.
   
5. Edit /etc/inittab and switch the Citadel service from "off" to "respawn".  Type init q to activate your changes.

Importing/Exporting your Citadel database

Citadel contains an importer/exporter module, affectionately known as the "Art Vandelay" module (a not-so-obscure Seinfeld reference). It allows you to export the entire contents of your Citadel databases to a flat file, which may then be imported on another system. (This procedure is also known as "dump and load" to database gurus.)

Why would you want to do this?  Here are some scenarios:

• You are moving a Citadel installation to another computer, which uses a different CPU. Since Citadel stores data in an architecture-dependent format, the data files wouldn't work on the new computer as-is.
• Your computer crashed, lost power, etc. and you suspect that your databases have become corrupted.
• You want to switch to a different back-end data store. (For example, from GDBM to Berkeley DB)

So ... how do we work this magic? Follow these steps exactly as documented and you should be able to do it all with very little trouble.

1. This should be obvious, but it's still worth mentioning:  Make sure you have a backup of everything before you start this!  You're performing a major operation here. Don't risk it.
2. First, get all the users logged off from your system. Disconnect it from the network if possible. You don't want anyone logging in while you're doing this.
3. Log on as root, or some other user that has read/write access to all relevant files.
4. Go to the directory that Citadel is installed in. For example, issue a command like cd /usr/local/citadel
5. Export the databases with the following command:
   
   ./sendcommand "ARTV export" >exported.dat
   
   This command may run for a while. On a very large system it could take an hour or more. Please be patient!
6. When the export completes, check to make sure that exported.dat exists and has some data in it. (Type "ls -l exported.dat")
7. Shut down the Citadel server. If you have a line in /etc/inittab that reads like this:
   
   c1:2345:respawn:/usr/local/citadel/citserver -h/usr/local/citadel
   ...then you should change the respawn to off and then type /sbin/init q to make the changes take effect.
8. Now it's time to delete your current binary databases. Type:
   
   rm -f citadel.config citadel.control data/*
9. If you're moving Citadel to another computer, you should move the entire directory over at this time. exported.dat only contains the information that was in the binary databases. Information which was stored in portable formats doesn't need to be exported/imported, so you must bring it all over in its current form.
10. Now get Citadel running on the new computer (or whatever). Run setup and turn the service back on (from /etc/inittab) but DO NOT log in.
11. As root, run the import command:
    
    ./sendcommand "ARTV import" <exported.dat
    
    This will import your databases. Again, it may run for a long time.
12. Restart the Citadel server. You can do this any way you like. From the command line, you can do it with a command like:
    
    ./sendcommand "DOWN"
    
13. Now you're finished. Log in and test everything. You may delete exported.dat at this time, or you might want to save it somewhere as a sort of pseudo-backup.

Overview

Citadel provides built-in support for encryption using Transport Layer Security (TLS) for ESMTP, IMAP, POP3, and the Citadel client protocol. A simple cryptographic configuration is installed automatically when you bring the system online. The remainder of this section describes how this configuration is built, and what you can do to make changes to it.

Encryption files are kept in the keys/ directory. The three files used by Citadel are:

• citadel.key - Contains your system's RSA private key. Citadel generates a new key automatically if one is not found.
• citadel.csr - Contains a Certificate Signing Request (CSR) for your system. Citadel generates a new CSR automatically, using your private key, if one is not found.
• citadel.cer - Contains the public certificate for your system. The public key in the certificate must correspond with the private key in citadel.key, otherwise encryption will not function properly. Citadel will generate a self-signed certificate, again using your private key, if a certificate is not found.

Generating and installing a Trusted Certificate

If you wish to interact with 3rd party clients that have hard coded lists of acceptable Certificate Authorities, and you do not want annoying dialog boxes popping up for the user on the first (or all) connections, then you will have to have your key signed by a valid Certificate Authority.

It is beyond the scope of this document to provide a complete tutorial on SSL certificates. Here are the general rules to follow:

• Generally, the Certificate Signing Requeste which is automatically generated by Citadel will not contain enough information for any Certificate Authority to sign it. Generate a new CSR with the following commands:
  
  cd keys
  openssl req -new -key citadel.key -out citadel.csr
  
  Answer all questions (your geographic location, organization name, etc.) and then send the new citadel.csr to your Certificate Authority when you order the certificate.
• When the certificate is received, simply save it as citadel.cer and restart the Citadel server.
• If your certificate authority delivers a 'chained' certificate (one with intermediate certificate authorities), simply append the intermediate certificate after your server's own certificate in the citadel.cer file.

database        ldbm
schemacheck     off
allow           bind_v2
suffix          "dc=servername,dc=domain,dc=org"
rootdn          "cn=manager,dc=servername,dc=domain,dc=org"
rootpw          secret

Lobby> . Aide System configuration General

(lots of other stuff omitted for brevity...)

Connect this Citadel to an LDAP directory [Yes]: Yes
Host name of LDAP server []: 127.0.0.1
Port number of LDAP service [389]: 389
Base DN []: dc=servername,dc=domain,dc=org
Bind DN []: cn=manager,dc=servername,dc=domain,dc=org
Password for bind DN []: secret

(more questions omitted...)

Save this configuration? Yes

Overview

The following utilities will be discussed:

• aidepost - Post standard input to the Aide> room
• whobbs - Who is on the system
• msgform - Format a binary message to the screen (stdin or in a file)
• userlist - Print the userlist
• sendcommand - Send a server command

It is up to you to decide which utilities should be made accessible only to system administrators. It is important that you set the file permissions correctly. All utilities should have access to the Citadel data files. We will attempt to address each program individually.

aidepost

The nature of this program is rather simple. Standard input (stdin) is converted into a message, filed in the main message store, and posted in the Aide> room. This is useful for keeping transcripts of system activity that has to do with Citadel operations. You might even elect to send all of your system logs there, too.

aidepost also accepts the usage aidepost -rTargetRoom, where TargetRoom is the name of a room to which you'd like the message to be sent.

whobbs

This program is similar to the who command. It lists all of the users who are currently connected to your Citadel server, either locally or across a network. Unless you're running a standalone system, who and whobbs will probably not have a one-to-one correspondence. Remember that you will see sessions for SMTP, POP, and IMAP users, as well as users running a Citadel client.

One thing to keep in mind is that the whobbs utility actually opens a connection to the server. If the server is maxed out, whobbs will still be able to provide a listing, because it doesn't need to log in to execute the RWHO command. Note that whobbs does not list its own session.

The whobbs utility is smart enough to know when it is being invoked by a web server as a CGI program. In this situation, it will output its listing as a nicely formatted web page instead of plain text. This makes it easy to just put a link to the whobbs binary in your cgi-bin directory, allowing a quick and easy way for web surfers to see who is online.

Running the Who is online command from the Citadel client does not call this utility. It has this functionality built in.

msgform

The msgform utility reads its standard input (stdin) looking for Citadel messages stored in the internal format used on disk and over the network, and sends them in a human-readable format to standard output (stdout). There is no longer much use for this program, but it is included for hack value.

userlist

This is a program to print the userlist. There are two flags that may be set when running this program. When called without any arguments, userlist will display all users (except those who have chosen to be unlisted), their user numbers, times called, messages posted, screen width, and date of their most recent call.

userlist is simply the same user listing code that is in the client, made into a standalone utility for convenience.

sendcommand

sendcommand will interpret its arguments (except for -hDIRNAME) as a server command, which is sent to the server. Commands which require textual input will read it from stdin. Commands which generate textual output will be sent to stdout.

This utility is intended to be used to enable Citadel server commands to be executed from shell scripts. Review the script called weekly which ships with the Citadel distribution for an example of how this can be used.

NOTE: be sure that this utility is not world-executable. It connects to the server in privileged mode, and therefore could present a security hole if not properly restricted.